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.
112: What Is Authentication?
In today’s episode, we’ll hear from Christin Cifaldi, Director of Product Development & Analytics, discussing authentication in digital systems. What is authentication, and why is it crucial? 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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Global Payments Survey Shows Fraud Concern and Security Investment Plans
[Atlanta, GA] October 14, 2022 — Strategic Treasurer and Corpay recently released the results of the 2022 Global Payments Survey. Results show the top challenges and areas of planned investment among companies of all sizes, with fraud and security as consistent themes.
Webinar: The Future of Supply Chain Finance | November 10
Supply chain finance (SCF) can power a win-win for buyer and supplier, helping to strengthen and support vital supply chains while still protecting the buyer’s liquidity. While forms of SCF have existed for a long time, the landscape is changing as modern technologies intersect today’s needs. This webinar will dive deep into the future of SCF, covering areas such as the following:
-Volatility and interest rates
-Networks, AI, and other technologies impacting SCF
-Supplier relationships and participation
-Foundational elements for selecting an SCF provider
-SCF trends to expect in 2023
#222 – Treasury and New Technology: 6G, Metaverse, and Digital Assets (Ferguson plc & Bank of America)
In this episode, Craig Jeffery talks with Royston DaCosta of Ferguson plc and Tiffany Wan of Bank of America on the importance of taking on new technologies while remaining intentional to the mission of your business.
2022 Virtual Card Solutions
This research provides a comprehensive view of the virtual card solutions now and in the coming years.