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.
118: What Is a Pentest?
In today’s episode, we’ll hear from Craig Jeffery on pentests. What are they, who performs them, and why are they vital for cyber security? 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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Guide to Excellence in Treasury eBook
Treasury sits in a unique position in the organization, and excelling as treasurer requires unique strategy and the proper mindset across multiple areas. With insights covering everything from important steps for the new treasurer to leading practices for securing...
#251 – Fraud in a Changing Treasury Landscape Episode 2: Do You Know Who Is Accessing Your Banking Information? (Bottomline)
Criminals are always looking for the path of least resistance. When your company strengthens its defenses, new weak links are found and explored. In this episode, Craig Jeffery and Omri Kletter continue the discussion on some of the key findings that came out of the Treasury Fraud & Controls 2023 Survey. Specifically, they explore unguarded banking information and visibility restrictions.
#250 – Working Capital: Thriving in Uncertain Times (LSQ & Esker)
Until recently, it was relatively easy to borrow capital and increase inventory to avoid global supply chain issues, but things have changed. While you may have been able to accurately forecast demand, were you planning for the drastic rise in interest rates that have occurred in recent months? Is your working capital plan adjusting? In this episode, Craig Jeffery, Daniel Reeve, and Brian Rieber get together to discuss the macroeconomic, geopolitical, and trade situations surrounding working capital and the financial levers you should be aware of moving forward.
Webinar: Working Capital: Levers to Support Cash Performance | May 11
With interest rates rising and other factors creating a complex economic environment, managing the cash conversion cycle and working capital efficiently is a major challenge for many organizations. While cash is always a priority, it’s often difficult to track and improve liquidity. This webinar will discuss ways of leveraging technology and using efficient organizational strategies to manage working capital effectively even with limited human resources. Topics covered will include the following:
Measuring what matters.
Building bridges internally.
Gaining exposure to payables and receivables departments.
Tools that allow you to move quickly.
Benefits of joint software and finance solutions.