Consultants in Treasury
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Transaction Banking in 2026: What Your Peers Are Prioritizing Now
November 3 at 2 PM EST
Drawing on the 2026 Transaction Banking Perspectives Survey, conducted this past summer, this webinar will explore what respondents are saying about the economic environment, changing client and payment needs, emerging technologies and risks, and the broader transaction banking landscape.
1.2 CTP, FPAC, and CPE credits available.
#427 – Economic Update: Treasury Considerations for the Remainder of 2026
In this episode, Craig Jeffery and Paul Galloway discuss the economic conditions treasury teams should be watching through the remainder of 2026.
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: ISO 20022 Readiness: What You Need to Know (Even If You Don’t Think It Applies) | August 20
This webinar will explain what is changing, why it matters, and how organizations can assess their readiness for the mandatory changes taking effect this fall. Attendees will gain a clearer understanding of the potential impact on their payment processes and the practical steps needed to prepare.
#420 – AI: The Automation Spectrum and Examples in Treasury (Valorean Technologies)
In this episode, Craig Jeffery speaks with Arjun Krishnan of Valorean Technologies about the automation spectrum in treasury, moving from rules-based processing and analytics to AI assistance and autonomous agentic systems.
2026 Compliance
The regulatory landscape for treasury continues to grow in complexity, increasing the demands placed on compliance processes and technology. 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.
Webinar: Managing Banking Relationships: A More Intentional Approach | August 13
This webinar examines concepts such as RAROC, relationship value, fees, and services before showing how treasury can apply those insights to evaluate banking relationships more strategically. Attendees will gain practical guidance for looking beyond fees to assess the overall value of each banking relationship and position their organization for long-term success.