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.
115: What Is Natural Language Processing?
In today’s episode, we’ll hear from Paul Galloway on natural language processing. What is it, and how does it differ from machine learning? How is it used in finance and fraud detection? 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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80: What Is the Debt Market?
What is the debt market? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to chat about the debt market. They discuss who the players are, how issuers and investors monitor the debt markets, and the difference in perspectives. Listen in and learn a little bit about the debt market.
#240 – What’s Going on with Interest Rate Activity? A Treasurer’s Outlook
How do treasurers best position themselves for the future as the Fed continues to raise interest rates? In this podcast, Jason Campbell of Strategic Treasurer discusses the current and future impacts of interest rates with Paul Galloway. Last week, the Fed gave us the first interest rate of 2023. Paul and Jason discuss questions such as, “How do interest rates change?” “Why do changes in interest rates matter?” and “What should treasurers be concerned about?”
#239 – From Chaos to Clarity: Strategies for Smooth Bank Integration (Fides & AES Corporation)
When it comes to treasury operations, cash is still king. Holistic cash visibility is a critical differentiator for companies. Digital transformation and open banking have presented many more opportunities for treasury and finance to quickly access the data they need for better cash management and forecasting while streamlining processes through automation. Yet even with the rise of APIs in finance, a significant proportion of companies are still manually pulling bank statements from a plethora of bank portals, and still processing payments manually as well. Learn how AES deployed multi-bank connectivity solutions to eliminate manual processes, improve internal governance and security, protect themselves from payments fraud, ensure regulatory compliance, and achieve real-time liquidity.
79: What Is Preferred Stock?
What is preferred stock? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to chat about preferred stock. They discuss why a company would want to issue preferred stock, how it’s different from common stock, and how it’s treated from a credit perspective. Listen in and learn a little bit about preferred stock.