Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
NEW | Tariffs & Treasury Survey Report
This rapid research survey captured real-time data on how treasury and finance are thinking about the new and potential tariffs being implemented around the world. This report gives a comprehensive industry analysis, helping gauge the level of concern, monitoring efforts, and strategic actions taken to manage these challenges.
How are the impacts of tariffs viewed and what steps are being taken in response?
AI for Treasury Teams: Improving Cash and Liquidity Oversight with AI and Automation
May 20 at 11AM EDT
In this session, Tomer Amitai, CFO at Natural Intelligence, will share how his team is approaching these challenges with AI. He’ll walk through the practical steps they’ve taken to strengthen data integrity, apply AI in treasury workflows, and gain better oversight across cash and liquidity. Whether you’re exploring AI or already experimenting, you’ll walk away with actionable takeaways grounded in real-world experience.
1.2 CTP credits available.
#350 – Current Trends and Realities of AP with Deluxe
In today’s podcast, Craig Jeffery talks with Steve Gaida, Product Manager at Deluxe, to discuss key findings from the recent AP Automation Readiness Survey. Highlighted results include the correlation between company size and fraud impact, barriers to automation, and top pain points such as manual processes and fraud. They also cover managing new payment rails, security measures, and updating vendor payment information. For more details, visit the survey report here.
AP Automation Readiness Survey Report
This rapid research survey, sponsored by Deluxe, gathered information on the AP industry’s pain points, concerns, plans, and processes, focusing on automation. More than 100 corporate treasury and finance professionals participated in this research by answering twenty survey questions.
Access the key findings from this research today!
Bank Connectivity: Navigating Complexity in a Hybrid World
This ebook helps explain the key aspects of bank connectivity and address some critical changes that are occurring while providing practical and strategic guidance to those charged with connecting to the outside world.
Download your copy today!
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
Financial Risk Management
Treasury Technology
Working Capital Optimization
Industry Surveys
Industry Benchmarks
Turn-Key Webinars
Analyst Reports
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127: What Is Algorithmic Trading?
In today’s episode, we’ll hear from Christin Cifaldi on algorithmic trading. What is it, and how does it differ from traditional stock trading? What are the key components of an algorithm, and how do they make decisions?
#343 – How to Identify Gaps in Your Treasury Operations: Assessments 101
In this episode of the Treasury Update Podcast, Jonathan sits down with Paul Galloway to talk about the role of assessments in treasury and finance. Paul covers the importance of evaluating your systems, people, and processes and discusses how to use the results to make better decisions.
Webinar: Supply Chain Finance, Cash Conversion Cycle, and Treasury Ecosystem | March 5
Treasury’s interest in technology extends far beyond core cash management tools, and often, it extends beyond the walls of its own department. Solutions that impact working capital or that help with the broader ecosystem of liquidity management are important to treasury. This webinar covers supply chain finance (SCF) solutions, cash conversion cycle (CCC) automation solutions, and those that fall within the broader treasury ecosystem. Join us to learn how technology can help your company optimize working capital, how different SCF models work, and to discuss the range of tools available to improve efficiency in the CCC and to support treasury operations.
Webinar: The Intersection of Cash Management, Cash Application, and Deductions | March 4
Join Strategic Treasurer and Esker as we explore the integration of cash application and deductions solutions, along with the significant benefits they bring to treasury operations. We’ll dive into how these solutions complement each other to streamline processes, improve cash flow management, and reduce manual effort. Our expert speakers will demonstrate how pairing these technologies can enhance accuracy, speed up collections, and ensure a more efficient and effective working capital strategy. Don’t miss this opportunity to learn how to simplify and optimize your cash management practices.