Practice & reference · 3 of 5
Additional Resources
Where to keep learning once the course is done: books, industry research and technical standards, the professional associations and user groups where treasury technology is discussed, and the conferences and publications worth following.
Part 1 of 2
Recommended Reading
Books
3 titles- 01“Treasury Management: The Practitioner’s Guide”by Steven M. BraggWiley
- 02“Corporate Treasury and Cash Management”by Robert CooperPalgrave Macmillan
- 03“Essentials of Treasury Management”by Association for Financial ProfessionalsThe AFP’s core text for the CTP certification
Industry Research and Reports
5 reports- 01
- 02
- 03PwCGlobal Treasury Benchmarking Survey
- 04DeloitteGlobal Treasury Survey
- 05GartnerMarket guides and research on treasury management technologySubscription research
Standards and Technical References
3 references- 01ISO 20022 Registration AuthorityThe message standard behind payments, cash reporting and SWIFT migration
- 02SWIFTMandatory security controls for SWIFT users — relevant to Module 5
- 03
Part 2 of 2
Treasury Technology Community
Professional Associations
AFP
- · CTP and FPAC certifications
- · AFP Annual Conference
- · Annual surveys and research
- · Webinars and online resources
- · Local chapters and networking
ACT
- · Treasury qualifications (AMCT, MCT)
- · ACT Annual Conference
- · The Treasurer magazine
- · Technical guidance and policy briefings
- · Online community
EACT
- · Federation of national treasury associations across Europe
- · Represents corporate treasurers in EU policy discussions
- · Surveys and best practice sharing
- · Events with national member associations
User Groups
Vendor-specific user communities
- · Annual user conferences
- · Regional user groups
- · Online forums
- · Enhancement request process
- · Best practice sharing
- · Independent community for SAP customers
- · Finance and treasury content for SAP-based treasury setups
- · Chapter events and online sessions
Conferences and Events
- AFP Annual Conference ↗AFP
- EuroFinance International Treasury Management ↗EuroFinance
- Sibos ↗SWIFT
- ACT Annual Conference ↗ACT
- Technology webinar series ↗Strategic Treasurer
Online Publications
- Treasury Today ↗Articles, research and the Adam Smith Awards
- Treasury Management International (TMI) ↗Articles and treasury technology coverage
- Treasury & Risk ↗News and analysis for corporate treasury
- Strategic Treasurer ↗Research, surveys and webinars
- The Treasurer ↗The ACT’s magazine
Resources reviewed September 2026. Survey titles, editions and event names change, so check the publisher for the latest version.
Alina | TreasuryOS · treasuryease.com