Confidential Engagement · Treasury v2 Advisory
Request a Confidential Board-Ready Treasury Diagnostic
A 30-minute scoping conversation with the architect of the Treasury v2 frameworks (RARTA, SRF, BEOL, RAES). We pressure-test your current policy posture, identify framework fit, and outline a defensible implementation pathway.
Held under NDA on request. No pitch. If the engagement isn't the right fit, we say so on the call.
What you leave the call with
01
Governance posture read
A written read of your current treasury policy, board authorization record, and disclosure language against Treasury v2 standards — flagging the specific gaps a plaintiff's attorney or auditor would target first.
02
Framework fit map
A named shortlist of which Treasury v2 frameworks — RARTA, SRF, BEOL, RAES — apply to your balance-sheet profile and fiduciary context, with the IPS clauses, stress thresholds, and custody controls each one would add.
03
Implementation pathway
A recommended adoption tier, engagement format, and the documentary record (board resolution, IPS amendment, 8-K/10-K language) you'll need to defend the position under the business judgment rule.
Select a time
Led by
Bryant D Nielson
Architect, Treasury v2
Author of Treasury v2: The Corporate Bitcoin Playbook and the RARTA, SRF, BEOL, and RAES frameworks. Two decades designing institutional risk and governance curricula for global banks, exchanges, and corporate treasuries. Briefings are scoped under NDA; the Institute does not publish a client list.