Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
How Your Banks See You: Understanding and Managing Bank Relationships
This white paper explores how banks assess relationship value and how treasury can use RAROC, share of wallet, and bank fee benchmarking to better understand where relationships stand and manage them more effectively.
Context for Confidence: Hoping, Thinking, or Knowing Your Payments Are Secure
September 15 at 11 AM EDT
This webinar will examine how treasury can build a more comprehensive view of the payment process, connecting responsibilities, risk signals, and controls across the organization. The discussion will explore the role of monitoring, AI-enabled analysis, and cross-functional collaboration in identifying hidden risks and strengthening confidence that payments are secure before they are released.
1.2 CTP and FPAC credits available.
#358 – Learning from Literature: Adaptability and Change
In this Learning from Literature episode, Craig Jeffery explores ancient wisdom on change from Heraclitus and Socrates. How can treasurers and business leaders embrace change rather than resisting it? From technology shifts to generational mindsets, discover how focusing on building the new fosters adaptability, resilience, and forward momentum in a dynamic financial world.
Compliance Survey Report
The 2026 Compliance Survey examined how corporations and banks are responding, with findings on KYC, regulatory priorities, compliance technology, and emerging innovations such as agentic AI. Thank you to all of those who participated in this survey.
Precision & Power: The Role of AI in the Modern Treasury
This ebook provides treasury professionals with a foundational understanding of artificial intelligence and its practical implications for finance. Designed for those looking to engage with AI in practical ways that meaningfully and safely support business functions, this first installment in our series on AI offers clear explanations of key concepts and subtypes, including machine learning, generative AI, and agentic AI.
Our mission is to elevate & enhance the practice of treasury by advising individual clients & informing the industry at large.
Advising Our Clients.
All of our consultants have practical, hands-on experience in corporate treasury environments, having held various senior management and leadership roles in numerous industries. Being able to pull on this experience, our consultants have the ability to understand that solutions and advice must be unique and contextualized to fit your organization’s specific situation. They can walk you through a customized process from beginning to end and answer any questions you have along the way.
Informing the Industry.
Informing the industry is an integral part of what drives our mission. In order for the industry to advance and stay ahead of the chaos of the environment, professionals need to be aware of the leading practices that can help stabilize their companies. We aim to fill this hole by creating our own primary market research. Using this, we are able to give relevant and up-to-date information in our webinars, reports, and visual guides. We can help you fill any gaps you might have in your company.
Global & Domestic Treasury
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
Analyst Reports
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Webinar: The Guide to Bank Pricing: Navigating the Range | May 9
The difficulty of bank fee negotiation stems largely from a lack of transparency around pricing and the rapid movement of bank fee prices. To understand what is happening in the market and to negotiate favorable rates, you must have solid, up-to-date points of reference. The Feenix Guide to Bank Pricing was created by analyzing a huge data set of year-over-year corporate bank account analysis statements, providing extensive points of reference for understanding market trends and the range of fees charged. The data represents global, super-regional, regional, and smaller banks.
This session will explore key points in our data set and how to utilize the guide to clarify your account analysis pricing. Does it make sense for your company to get assistance or implement a system to track bank fees over time? This webinar is aimed at easing the headache of understanding bank fees.
#301 – Themes and Trends in B2B Treasury Technology – 2024 Outlook Series with Edward Galvin (Visa)
In today’s episode of the 2024 Outlook Series, host Craig Jeffery is joined by Edward Galvin, Head of B2B Commercial Payments Sales at VISA. They discuss the evolving treasury technology landscape, exploring key shifts and strategies for adaptation, as well as the challenges and opportunities posed by the rapid adoption of APIs and embedded banking.
Webinar: Understanding Payment Formats | May 14
While not an inherently thrilling topic for most, the foundational aspects of payment formats have become an area of high interest out of necessity. Particularly given the many new payment types and rails coupled with the reality of obsolescence as formats move off of support, treasury professionals are finding themselves in need of a clear understanding of the many format types, their differences, their trajectories, and how each element matters.
This webinar will cover many of the key elements of payment formats, including both the older style (MT101, Fedwire, ACH) as well as newer payment formats (XML-ISO20022/pain.001, API). The information in this session is targeted to hit the relevant level of detail for treasury staff. The webinar will be fast-paced, practical, and applicable for the director/AT/treasurer levels, in addition to analysts and treasury managers.
Webinar: Exclusive Research Results: Generative AI in Treasury and Finance | May 1
The Generative AI in Treasury and Finance Survey probed corporate and provider respondents on their awareness, use, and planned use of artificial intelligence (AI) and generative AI. The results of this timely research show particularly high interest in using AI to improve cash forecasting, significant plans for expanding AI use in the coming year, and much more. This session will cover key highlights from the results and equip treasury and finance with an understanding of the industry’s overall expectations and current actions with regards to these rapidly developing technologies.