Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
How Your Banks See You: Understanding and Managing Bank Relationships
This white paper explores how banks assess relationship value and how treasury can use RAROC, share of wallet, and bank fee benchmarking to better understand where relationships stand and manage them more effectively.
Context for Confidence: Hoping, Thinking, or Knowing Your Payments Are Secure
September 15 at 11 AM EDT
This webinar will examine how treasury can build a more comprehensive view of the payment process, connecting responsibilities, risk signals, and controls across the organization. The discussion will explore the role of monitoring, AI-enabled analysis, and cross-functional collaboration in identifying hidden risks and strengthening confidence that payments are secure before they are released.
1.2 CTP and FPAC credits available.
124: What Is Yield to Maturity (YTM)?
In this episode, Paul Galloway unpacks yield to maturity (YTM) — what it is, how it’s calculated, and why it matters to investors. Listen in to understand the difference between YTM and current yield, how it influences investment decisions, and the risks associated with relying on YTM.
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
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
Analyst Reports
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Webinar: Securing Your Receipts | June 20
Securing inbound payments and outbound payments continues to be top of mind for many companies. The risks of fraud and data breaches are at elevated levels and continue to rise. In 2022, 65% of financial professionals reported they were victims of either attempted or actual fraud. Fraud considerations on the receivables side are too often ignored or minimized. Securing inbound payments is vital.
This session will explore how you can assess the security processes and standards for payments flowing in through your lockboxes (paper and electronic). What are the common issues that create problems? How can these issues be controlled or mitigated? New security standards are needed to provide reasonable care and control over your inbound payments.
In this webinar, you’ll learn:
-Top considerations to keep in mind when designing an inbound payment process and evaluating services.
-Security questions to know and answers that are required.
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.