The Global Treasury Expert Network

Your expertise has a market.

Few functions create more value with less visibility than treasury. TreasuryX shines a light on the treasurers, CFOs and heads of finance who run it, giving them a way to connect, learn from each other, and earn from what they know.

Apply as a Practitioner For Providers
An interconnected network Two intricate fields of fine lines weave together and move slowly in depth. This is an abstract illustration, not a display of network data.
450+

Finance professionals in the network, including treasurers, CFOs, and heads of finance

28

Countries represented across the global network

Shape the future of treasury

For Practitioners

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Earn

Get paid for what you know. Finally.

Providers building the next generation of treasury technology need to understand how treasury teams actually work. Your knowledge as a treasurer, CFO, or head of finance is the thing they cannot buy anywhere else. TreasuryX connects you with them and compensates you properly for every engagement.

  • Get compensated for sharing your expertise with providers building for treasury
  • Structured sessions on your schedule, at your discretion
  • You choose which providers you engage with
  • Help shape the tools that will define how treasury teams operate tomorrow
Grow

Grow alongside people who get it.

Peer mentorship from treasurers, CFOs, and heads of finance who have been where you are. Career guidance from people who have navigated the roles you are aiming for.

  • One-on-one mentorship from senior practitioners in your corner of the market
  • Peer groups organized by role, sector, and career stage
  • Career guidance for transitions, promotions, and pivots
  • A global community of treasury professionals who understand the craft
Apply as a Practitioner

For Providers

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Access

Get in the room with the people you're building for.

If you are building for treasury teams (a TMS, a cash investing platform, an FX tool, a working capital product) and you have struggled to get in front of real practitioners, we can help. Carefully.

  • Structured feedback sessions with active, verified practitioners across 28 countries
  • Insight into the real workflows your product needs to fit
  • Candid written feedback: what worked, what did not, and what they would ask next
  • Practitioners are compensated for their time, so the feedback is serious
Credibility

Build credibility before you enter the market.

The treasury market is tight-knit. Reputation travels fast. Getting your product in front of the right people, on their terms, through a trusted intermediary, is worth more than any marketing campaign.

  • Access to 450+ treasury decision-makers across 28 countries
  • Warm follow-ups, opt-in only: if a practitioner is interested, we make the introduction
  • Partners apply. Not every provider is a fit, and we will tell you honestly if there is not one
Apply as a Provider

How it works

Step 01

Apply

Tell us about your background and what you are looking to give or gain. We review every application personally and curate each match deliberately. Not everyone is accepted, and that is the point.

Step 02

Connect, contribute, and earn

Practitioners are matched with providers seeking their specific expertise and are compensated for every engagement. They also find mentors and peer groups on their own terms, across a global network of treasury professionals.

Step 03

Shape what comes next

The practitioners who use treasury technology every day should be the ones helping to build it. Your insight shapes better products. Better products raise the whole profession. That is the exchange.

Apply to join

Practitioner application

Join as a practitioner.

We review every application personally. You will hear back within five business days.

Provider application

Join as a provider.

Not every provider is a fit. We will tell you honestly if we do not think there is one.

Privacy Policy

Effective 16 September 2026

This policy explains what information TreasuryX collects, how we use it, who we share it with, and the choices you have. It is written for a United States audience.

1. Who we are and who this covers

TreasuryX ("we", "us") operates this website and the TreasuryX network of treasury practitioners. You can reach us at onboarding@treasuryexperts.org or at 1230 Avenue of the Americas, New York, NY 10020.

This website and the network are intended for users in the United States. We do not direct our services to individuals outside the United States, and we do not knowingly accept applications from them.

2. Information we collect

Information you provide

When you apply to the network, we collect what you enter into the application form: your name, work email address, employer, your job title if you are applying as a practitioner, your product category if you are applying as a provider, and what you are looking for from the network. We also collect anything you send us by email.

Information collected automatically

When you visit the site, we and the services described in section 4 may collect your IP address, browser and device type, the pages you view and when, the site you arrived from, and an approximate location derived from your IP address.

Information from other sources

We may obtain professional contact details, such as your name, job title, employer and work email address, from public sources, professional networking sites and business contact data providers. We use these to introduce the network to people we believe it would be relevant to. Every such email tells you how to stop receiving them.

Email engagement

When we email you, our email platform records whether the message was delivered, opened, and whether you clicked a link in it. We use this to judge whether our messages are welcome.

Business identification information

We use a service that attempts to identify the organization a visitor is browsing from, based on IP address and related signals. It is described in section 5.

We do not collect Social Security numbers, financial account numbers, government identifiers, precise geolocation, biometric data, or any other category of sensitive personal information.

3. How we use it

  • To review your application and decide whether to admit you to the network
  • To contact you about your application, and about engagements or opportunities relevant to you
  • To introduce the network to finance professionals we think would benefit from it
  • To match practitioners with providers, and to arrange and pay for engagements
  • To operate, secure, analyze and improve the website
  • To identify organizations interested in the network, for our own business development
  • To meet our legal, tax and accounting obligations

We do not sell your personal information, and we do not share it for cross-context behavioral advertising.

4. Who we share it with

We share personal information with service providers who help us run the network. They are permitted to use it only to provide services to us.

Categories of third parties who receive information
ServicePurposeWhat it receives
ZapierReceives and routes application form submissionsEverything you enter into an application form
InstantlySends and tracks our email to you, and stores our contact recordsYour name, email address, employer and our correspondence with you
LeadsyVisitor identification, see section 5IP address and activity on this site
Google FontsServes the typefaces used on this siteYour IP address when your browser loads the fonts
PexelsServes photographs used on this siteYour IP address when your browser loads the images
Our website hosting providerHosts the website and serves its pagesTechnical data in server logs

We may also disclose information if required by law, subpoena or legal process, to protect our rights or the safety of others, or in connection with a merger, acquisition or sale of assets.

We do not disclose a practitioner's identity to a provider without that practitioner's agreement. Participation in any engagement is opt-in, engagement by engagement.

5. Third-party tracking and Do Not Track

California law requires us to tell you two specific things.

Third parties collecting information over time and across sites

Yes. The visitor identification service described above, and the font and image providers listed in section 4, may collect information about your online activity when you use this site. That service works from your IP address and related technical signals and may set cookies or use similar technologies to recognize returning visits. Its purpose is to tell us which organizations are looking at the network, so that we can follow up.

We do not permit third parties to collect information on this site for advertising purposes.

Do Not Track

We do not currently respond to Do Not Track browser signals, because no common industry standard for how to interpret them has been adopted. If that changes, we will update this policy.

6. Your choices and rights

Reviewing and changing your information

You can ask us what personal information we hold about you, ask us to correct it, or ask us to delete it, by emailing onboarding@treasuryexperts.org. We will respond within 45 days. There is no charge, and we will not treat you differently for asking.

Email

Every email we send includes an unsubscribe link, and we honor opt-outs promptly. You can also ask us to stop contacting you at the address above, whether or not you have ever applied to the network. We will still send messages necessary to an engagement you have agreed to.

If you would like to know how we obtained your contact details, ask us and we will tell you.

California residents

California's "Shine the Light" law lets California residents ask us once a year for a list of the third parties to whom we disclosed personal information for their direct marketing purposes in the prior year. We do not disclose personal information for that purpose, but you may still ask by emailing us with "Shine the Light" in the subject line.

If we become subject to the California Consumer Privacy Act, you will also have the rights to know, delete, correct, opt out of sale or sharing, and limit the use of sensitive personal information. We will update this policy and provide the required mechanisms before that happens.

Residents of other states

Several states, including Virginia, Colorado, Connecticut and Texas, give residents similar rights where the business meets that state's thresholds. Whether or not we meet them, you may make any of the requests above and we will handle it the same way.

7. How long we keep it

  • Unsuccessful applications: 12 months from our decision
  • Network members: for as long as you are a member, and 24 months afterwards
  • Payment and engagement records: as required by tax and accounting law, typically seven years
  • Website logs: 90 days

8. Security

We use reasonable administrative, technical and physical safeguards to protect personal information, including encryption in transit and access controls on the systems holding applicant records. No method of transmission or storage is completely secure. If a breach affecting your information occurs, we will notify you as required by applicable state law.

9. Children

This site is intended for finance professionals and is not directed to children under 13. We do not knowingly collect personal information from children. If you believe a child has provided us information, contact us and we will delete it.

10. Changes to this policy

We may update this policy. When we do, we will change the effective date at the top of this page and post the updated policy here. If a change materially affects how we use information we already hold, we will notify network members by email and, where the change is significant, post a notice on the site for 30 days before it takes effect.

11. Contact

Questions, requests or complaints: onboarding@treasuryexperts.org

TreasuryX
1230 Avenue of the Americas
New York, NY 10020