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 and Risk Management Systems
January 15 at 2:00 PM EST
Join us to explore how developments in AI, automation, and integration are enhancing performance, visibility, and control, and gain insight into how a TMS can strengthen your organization’s efficiency and decision-making.
1.2 CTP and CPE credits available.
#325 – Blockchain – The Great Hope for KYC with Royston Da Costa
In this episode, Craig Jeffery and Royston Da Costa discuss blockchain’s potential for revolutionizing KYC. They cover its benefits, limitations, and how it could enhance transparency. Craig reviews past tech predictions, and Royston shares his outlook on when blockchain might fully deliver on its promise, along with real-world examples.
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: Future of Treasury in the Digital Age | June 22
The digital age is here and is helping to remake business generally and treasury specifically. While the digital age is bringing us immense increases in data, nearly unlimited scale of computing power, faster expectations for business processes, and growth and power of networks and service-oriented functionalities, payment fraud continues to pose a threat. Although criminals are taking advantage of the digital age to defraud companies, the use of technology is a massive benefit to those who use it effectively. This webinar will discuss treasury’s situation and several imperatives: leveraging the technology for flexibility, insight, visibility, efficiency, and control, as well as the need to scale up defensive technology and tactics to combat fraud.
#254 – The Guide to Excellence in Treasury: An Audiobook from our Professional Development Series
Whether you’re aiming to become a treasurer, have just landed the job, or have held the position for years but are still seeking ways to improve and grow, this guidebook should have some ideas that will help you and your organization thrive.
86: What Is Digital Currency?
Crypto has been gaining popularity in the past decade. Will crypto help your department solve major issues, or will it simply introduce unnecessary complexity? In this episode, Paul Galloway and Jason Campbell discuss digital currency and its implications for treasury professionals. They also look at the difference between digital coins and digital tokens.
Webinar: Bank Fee Management Webinar Series: FBAR & BOI | June 27 & 28
While FBAR reporting requirements for corporations and FBAR signers (including portal users who can enter or approve a wire transfer) have been around for many years, the level of understanding still varies significantly. This session will start off with a brief refresh of the FBAR requirements. The majority of the webinar time will be allocated to studying beneficial ownership information (BOI) and new requirements that begin January 1, 2024 for companies that meet specific requirements. This is the first in a series that will explore BOI requirements and how to solve for this regulation.