Consultants in Treasury
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GENIUS Act Survey Report
Thank you to all of those who participated in our GENIUS Act flash survey. This survey provides a snapshot of treasury and finance professionals’ current awareness and evolving expectations around the GENIUS Act, a legislative proposal that would establish a regulatory framework for payment stablecoins. While awareness of the GENIUS Act remains low, the broader findings suggest that treasury professionals are preparing for a future in which digital assets play a significant role in corporate finance operations.
Treasury Aggregators
February 19 at 2:00 PM EST
This session will review the current TA landscape and examine how organizations are using these solutions to streamline connectivity, standardize data, and enhance compliance across diverse banking environments. Attendees will also learn how emerging technologies are shaping the next generation of TAs, supporting faster payments, real-time data visibility, and more intelligent decision-making within modern treasury operations.
1.2 CTP and CPE credits available.
#333 – The Treasury Technology Tipping Point with Royston Da Costa
In this episode, Craig Jeffery and Royston Da Costa discuss the tipping point for treasury management systems (TMSs). They explore whether TMS providers will embrace new technologies, including AI, to offer enhanced services to their customers or stick with more legacy, inflexible technology structures. Listen in to learn more.
AI in Treasury & Finance Survey Report
Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The 2025 AI in Treasury & Finance Survey captured the current AI use for treasury activity, as well as future plans, covering agentic AI, generative AI, and AI in general. Download the survey today to access the latest insights on AI in the industry.
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
Financial Risk Management
Treasury Technology
Working Capital Optimization
Industry Surveys
Industry Benchmarks
Turn-Key Webinars
Analyst Reports
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Webinar: Revolutionizing Cash Application: Levers for Efficiency, Liquidity and Control | November 7
Complexity caused by additional payment times is adding to historical pain points found in accounts receivable (AR). Poor processes and outdated technology impact every part of AR and create a negative echo effect on liquidity, scalability, efficiency and staff. This session will explain why the challenges have increased and examine ways that companies’ AR and treasury groups are revolutionizing cash application to great effect. The use of technology such as AI/ML, bots, and integration of data and processes are all changing AR. The theory will be supported by several select case studies to bring the concepts to the practical level.
#274 – What’s Happening at AFP 2023? Discussion on Treasury Trends, Fintech Insights, and More
Join us for the latest episode of the Treasury Update Podcast as we gear up for AFP 2023 in San Diego! Hear from our team as Jonathan, Craig, Ky, and Brian share what’s in store for this year’s event. We discuss key takeaways to look for in AFP, including the importance of building relationships and learning from industry experts, as well as specific details on the events, games, reports, and banker’s lunch that we’ll be hosting in California.
Get ready to connect, learn, and engage at AFP 2023. We hope to see you in San Diego!
95: What are CDs?
This week’s coffee break session defines and discusses the certificate of deposit (CD). It covers durations, restrictions, and strategies, as well as other common questions. Listen in as Craig Jeffery walks us through the world of CDs.
#273 – Learning from Financial Fraud Series Episode 7: Understanding “Pig Butchering”
The criminal playbook is constantly evolving, and in this episode, we ask what exactly “pig butchering” is. Learn how scammers build trust, offer fake investments, and manipulate victims into virtual currency schemes. While this is primarily a tactic that has been used against individuals, this matters to corporate treasurers because these tactics can easily be adapted to corporate fraud. Listen in as Craig Jeffery walks us through the steps criminals are taking and what you can do to spot suspicious activity.