Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
ACH Payment Security: Ready or At Risk
This short survey explores how corporate organizations are approaching ACH security requirements and how banks view their clients’ readiness.
Join us in our market research and take the brief survey today!
Payment Essentials: Keeping Up with Payments
October 15 at 2 PM EDT
Those responsible for payments must keep pace with accelerating developments. This fast-paced session will highlight major changes and shifts and provide a practical framework to help treasury teams stay current and respond effectively as the environment continues to evolve.
1.2 CTP, FPAC, and CPE 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.
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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100: Options for Alternative Debt Funding
In today’s Treasury Update Podcast episode, Paul Galloway continues the mini-series on debt funding by sharing insights on three alternative debt funding options: mezzanine debt, convertible debt, and perpetual debt. He shares a basic understanding of their unique functionalities, as well as the strategic reasons treasurers might opt for these alternatives. Tune in for a concise breakdown of what alternative debt funding options look like.
Webinar: AR’s Role in Meeting Treasury Goals | January 25
Treasury has a heavy focus on ensuring the organization has adequate liquidity. Accounts receivable (AR) plays a vital role in ensuring cash is collected quickly and consistently. The abilities of the order-to-collect team to 1) make better credit management decisions, 2) speed up collection activities, and 3) process payments more accurately and efficiently drive better results for both AR and treasury. This webinar discusses how the AR function can and must help deliver on the overall financial commitments that are needed to reach the working capital and liquidity targets of the organization.
#284 – Driving Cost Savings and Improving Liquidity – Tactical Adjustments in the Cash Conversion Cycle with LSQ
In today’s podcast, Craig Jeffery sits down with Vikas Shah from LSQ for a discussion on the pressing need for companies to focus on driving cost savings and improving liquidity. Vikas shares specific examples of how businesses are finding cost savings and adding scalability, along with a look into key market challenges such as increased demand, credit deterioration, and the importance of process efficiency.
#283 – AR Survey Results: Is Your Business Facing AR Challenges? (Corcentric)
In today’s episode, Craig Jeffery discusses key pain points in AR with Bryan Way from Corcentric. They address challenges in payment timing and invoicing processes, emphasizing the importance of better visibility and forecasting. They also discuss key considerations when deciding to build or buy a solution, with a reminder to focus on results over software solutions.