Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
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.
#331 – Generative AI’s Impact on Treasury: Workplace, Cashflow Forecasting, and Cybersecurity
In this episode, Craig Jeffery and Royston Da Costa explore the impact of generative AI in the workplace, with a focus on large language models (LLMs) and tools like ChatGPT. They discuss how AI is transforming cashflow forecasting, enhancing cybersecurity, and strengthening risk management. 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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Panel Discussion: Banking Beyond Borders: Navigating the Connectivity Era | September 28
Gain insights into the transformative impact of connectivity on the banking industry. As technology continues to bridge geographical gaps and reshape traditional financial systems, this webinar delves into the opportunities and challenges that come with banking’s new connected landscape. Attendees can expect to gain a deeper understanding of how cross-border transactions, digital platforms, and real-time data are shaping the future of banking. From exploring the potential for enhanced customer experiences to understanding the regulatory implications of this global connectivity, the webinar will provide a comprehensive view of the changing dynamics.
#267 – Learning from Financial Fraud Series Episode 5: Uncovering the Enron Accounting Scandal
Welcome to the next installment of the Learning from Financial Fraud Series. Join us as we dissect the infamous Enron Accounting Scandal. In this episode, Jonathan and Craig Jeffery from Strategic Treasurer discuss how Enron, a prominent American energy company, used deceptive accounting practices to conceal losses and inflate profits.
Learn more about how you can safeguard your company here: https://securetreasury.com/
Webinar: Modernizing Accounts Receivable Processing: 2023 Survey Results | September 20
This webinar discusses the survey results from the 2023 Modernizing Accounts Receivable Processing Survey. The survey explored the practices and plans of AR professionals, pain points, areas of increasing value and investment, and more. From reasons to move providers to challenges in achieving AR process modernization, the results covered in this webinar shed light on the current environment, the rates of change, and the ways your peers are responding to disruption and corporate goals.
Webinar: Unlocking the Power of Automation in AP Processes | September 26
In the world of modern business, achieving efficiency and cost-effectiveness is crucial to success. However, a common problem that hinders this goal is defects within critical business processes. Among these, the accounts payable (AP) process stands out as a prime contributor to inefficiencies and financial losses. But what exactly fuels these defects? There are two primary sources:
1. Manual processes and handoffs.
2. Poorly designed processes with limited scope.
Understanding the AP process and the advantages of automation is crucial. This understanding goes beyond just the steps in the process; it includes how information is used, managing available funds, optimizing working capital, reducing risks, preventing fraud, and increasing overall business adaptability. Join us in this informative webinar as we uncover the surprising impacts that automation can have on the AP process.