Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2026 Treasury Technology Analyst Report
This newly released version of our annual Treasury Technology Analyst Report delves into Treasury & Risk Management Systems, Treasury Aggregators, SCF and Cash Conversion Cycle Solutions, and Treasury Ecosystem. We have done the research for you! Learn more about these technologies and evaluate some of the top vendors in each industry today.
Fintech Hotseat Head-2-Head: Data Management
November 13 at 11:00 AM EST
In this Head-to-Head session, leaders will present how they help treasury normalize, move, ingest, and analyze financial data. Today, there is far more data being generated more quickly. Leveraging that data requires excellent, modern tools and solution sets.
1.2 CTP and FPAC credits available.
#376 – Intro to Kyriba’s TAI
In this episode, Craig Jeffery talks with Tom Gavaghan about Kyriba’s new Trusted AI, or TAI, and how agent-based AI is evolving in treasury. They explore the differences between machine learning, generative AI, and agentic AI and discuss how tools like TAI are being trained to act like analysts with built-in workflows and controls. How will this reshape treasury operations? Tune in to find out.
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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#369 – Developing Trends in Cash Forecasting & Visibility (TIS)
Cash forecasting is evolving, and the pace is accelerating. In this episode, we explore developing trends from the 2025 Cash Forecasting & Visibility Survey. We’ll look at rising complexity, higher expectations, and the push for more frequent updates. From controls, tools, and AI to treasury’s expanding role as a strategic enabler, this episode highlights how teams are adapting and what is still needed to forecast with confidence.
#368 – Thriving as a Treasurer During Economic Volatility with Bottomline
Craig Jeffery speaks with Leo Gil of Bottomline Technologies about how treasurers can lead through economic volatility. From improving real-time cash visibility to leveraging technology and scenario planning, Leo outlines how treasury teams can shift from operational support to strategic leadership. Discover key pillars for effective liquidity management and navigating risk with confidence.
Webinar: Mastering Accounts Receivable Strategies to Optimize Working Capital Management | August 14
Discover how effective accounts receivable (AR) practices can drive working capital optimization. This webinar explores various strategies to improve cash flow, reduce payment latency issues, turn cash over quickly, and strengthen financial control. Learn how AR management can support broader organizational goals for efficiency and sustainable growth.
Webinar: The Fed at a Crossroads: Corporate Options | August 13
Explore the Federal Reserve’s current position and potential future moves in this timely webinar. Join Federated Hermes and Strategic Treasurer as we discuss how upcoming Fed decisions could impact money market funds, liquidity investments, and short-term fixed income strategies. This session will provide insights into today’s rate environment, highlight potential shifts when rate cuts occur, and review considerations around extending investments further out on the curve. Treasurers will gain a broader perspective on balancing liquidity needs with yield opportunities amid evolving economic conditions.