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.
#338 – 2024 Treasury Year in Review
Craig Jeffery reflects on 2024’s key treasury developments, including advancements in APIs and AI, major private equity investments in FinTech, and shifts in global markets. Inflation is easing, regulations are evolving, and supply chains are stabilizing. Listen to learn more.
Compliance Survey Report
The 2026 Compliance Survey examined how corporations and banks are responding, with findings on KYC, regulatory priorities, compliance technology, and emerging innovations such as agentic AI. Thank you to all of those who participated in this survey.
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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87: What Are Digital Wallets?
Last session, we talked about digital currencies, coins, and tokens. But how are they stored and used? This week, Paul Galloway and Jason Campbell take a look at digital wallets. What are the risks? What are the benefits? How do they work? Listen in to find out!
#255 – Exploring Next-Generation Payment Trends (Deluxe)
Tune in to this discussion of trends, data, and industry statistics that shed light on the overall payer/payee experience and the transformative potential of next-generation payments.
Webinar: Payment Security Webinar Series: Principles of Payment Assessment | June 16
A formal assessment of a company’s payment processes typically reveals 50-100% more payment processes than they believed they had. Every payment flow is a point of security exposure, and it is difficult to protect what you don’t know exists. This webinar will discuss the principles of a payment assessment, offering practical insights and leading practices for completing a thorough inventory, formally documenting it for institutional knowledge, assessing controls and types of payment flows, and examining your organization’s overall situation with regards to payments.
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.