Optimize, Allocate, and Protect Your Crypto Treasury as a Crypto CFO
Challenges with Token Launch & Treasury Management
Why Enrol in This Course
Unlock Untapped Revenue
Learn how to turn idle treasury funds into a sustainable income stream that supports daily operations.
Master Token Liquidity
Gain practical skills to set up and manage liquidity strategies on CEXs, DEXs & liquidity pools, ensuring a seamless token launch.
Collaborate with Market Makers
Learn the rules of engagement, negotiate terms, and manage liquidity effectively with professional market makers.
Meet our Instructors
Bo Zhang currently serves as Head of Treasury & Trading at Odos, a leading order-routing solution for DeFi with $100B+ in trading volume. He focuses on building market making and trading frameworks for digital assets, as well as managing digital asset treasuries.
Previously, Bo was a Portfolio Manager at JPMorgan’s Chief Investment Office and Head of Investments at Fyde.
Previously, Bo was a Portfolio Manager at JPMorgan’s Chief Investment Office and Head of Investments at Fyde.
Jack Gale is the Director of Staworth, a web3-native professional services firm that helps traditional finance transition onchain. Staworth supports organizations with everything from asset management to financial reporting. Jack has also contributed his expertise to leading DAOs including kpk, Gnosis, and Beefy.
Apply Now
Modules
Token Management
- Navigate market maker ecosystems and understand engagement terms and liquidity management
- Explore the listing pathways for centralized and decentralized exchanges
- Discover native token yield generation strategies
- Learn how to navigate the ecosystem of custodians, market makers, liquidity providers & advisory firms
Investment Policy Statement
- Identify and draft the key components of an IPS (objectives, constraints, allocation guidelines) for crypto treasuries
- Understand the role, mandate, and selection of treasury managers, including governance structures and the risks of delegation
- Design technical policies for treasury operations, covering signing arrangements, delegation of powers, on-chain permissions, and the use of agentic execution tools
- Evaluate real-world IPS case studies to understand best practices & common pitfalls
Investment Capital & Allocation
- Apply a risk management framework to evaluate DeFi investment opportunities
- Conduct due diligence on DeFi protocols, assessing factors such as smart contract risk, liquidity, governance, and counterparty exposure
- Differentiate between investment categories (stablecoins, volatile tokens, staking, lending, etc.) and understand their risk-return profiles
- Design a capital allocation strategy that reflects treasury objectives, liquidity requirements, and organizational risk appetite
Risk Management, Trading & Hedging
- Evaluate crypto risk management frameworks and models
- Gain familiarity with derivatives such as futures, options, and perpetual swaps
- Apply common trading and hedging strategies
- Assess execution venues and operational considerations
Testimonials
Knowing that what is being shared is the most updated knowledge on these topics is of great value. All classes were interesting together with additional resources to dig deeper. Other than that, all instructors had a great attitude and content.
Hernán Murmis
Finance & Product (DeFi)
@Karpatkey
It is a leap of faith to invest AUD3,000 in a course and hope to get a good ROI. On the whole, the course exceeded my expectations, and the instructors & content were fantastic. I thought the sessions with a practical element (using sub-ledgers, multisig wallets) were very insightful.
Matthew O'Brien
Managing Partner
@SnapShot Web3 Advisory
As a crypto startup founder with an engineering background, I initially found myself without a CFO or accountant knowledgeable in handling crypto assets. After selling that company, I remained deeply involved in crypto, finance, accounting, and taxation. This led me to take the course to deepen my understanding. I expected to pick up a few new tricks, but the experience far exceeded my expectations. It significantly expanded my perspective, giving me a completely new mindset. I highly recommend this course to any accountant or auditor working with crypto clients. It's also invaluable for CFOs from fiat-only backgrounds who are preparing to embrace crypto.
Barnabas Debreczeni
Partner
@Reaction
I thought that all the instructors did an awesome job. Mackenzie's material on crypto taxation was the most relevant to my company's focus and so that was super helpful. I thought she did an excellent job of teaching and explaining the concepts in a clear and easy-to-understand way.
The course delivered as expected. Did feel pricey at first, but the content turned out to be worth it because it's all from the industry executives.
I highly recommend this course to anyone seeking to enhance their proficiency in crypto accounting and mitigate financial risks in this rapidly evolving industry. It has been an enlightening journey for me.
Hugo Carmelo
Financial Controller
@Stake Capital
The course was excellent. I strongly encourage anyone involved in web3 finance or those leading a web3 company to enroll in this course for both the knowledge and ideas exchange it brings.
Francisco Pinto
Protocol Lead
@Request Network
"An incredibly comprehensive course that takes the 'fear factor' of crypto accounting away. A must for all accountants."
Lisa Wilson
Business Services Accountant
@ElectraFi.webp)
"The course displayed a meticulously structured format, with instructors showcasing extensive expertise. I highly recommend it to anyone interested in comprehending crypto accounting, especially founders seeking simplified explanations of accounting basics to understand the accounting and tax effects of crypto transactions."
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"The course exceeded my expectations and the content was targeted toward issues that CFOs must solve for their organization. This is exactly what I expected and why I did the course. After the course, I have a much better understanding of the issues afoot. I would recommend the course to any budding CFO or CEO who wants to understand how web3 accounting differs from web2."
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Jason Rudolph
Co-Founder
@Kagami
"I thought that the course was well put together and the topics had a wide breadth for both crypto/non-crypto native students and accounting/non-accounting finance professionals. I would recommend the course to others even if they have some domain expertise. For me, it was insightful to see what others are doing and how they treat/interpret things because we are in a space that moves faster than legislation and guidance."
Scott Hewitson
Director of Finance
@Akash Network
"The course provided all the contextual information I expected with a very good balance between covering the general concepts and deep diving into some more specific technical details. Also appreciated the exposure to the best practices that are nascent/evolving in the space."
“The instructors were amazing. It's clear that all of them are very well prepared and have plenty of knowledge about crypto. I also found it quite valuable to have direct access to the instructors as to ask questions in the future.”
Lucas Chayman
Accountant
@Merit Circle
Knowing that what is being shared is the most updated knowledge on these topics is of great value. All classes were interesting together with additional resources to dig deeper. Other than that, all instructors had a great attitude and content.
Hernán Murmis
Finance & Product (DeFi)
@KarpatkeyIt is a leap of faith to invest AUD3,000 in a course and hope to get a good ROI. On the whole, the course exceeded my expectations, and the instructors & content were fantastic. I thought the sessions with a practical element (using sub-ledgers, multisig wallets) were very insightful.
Matthew O'Brien
Managing Partner
@SnapShot Web3 AdvisoryAs a crypto startup founder with an engineering background, I initially found myself without a CFO or accountant knowledgeable in handling crypto assets. After selling that company, I remained deeply involved in crypto, finance, accounting, and taxation. This led me to take the course to deepen my understanding. I expected to pick up a few new tricks, but the experience far exceeded my expectations. It significantly expanded my perspective, giving me a completely new mindset. I highly recommend this course to any accountant or auditor working with crypto clients. It's also invaluable for CFOs from fiat-only backgrounds who are preparing to embrace crypto.
Barnabas Debreczeni
Partner
@ReactionI thought that all the instructors did an awesome job. Mackenzie's material on crypto taxation was the most relevant to my company's focus and so that was super helpful. I thought she did an excellent job of teaching and explaining the concepts in a clear and easy-to-understand way.
The course delivered as expected. Did feel pricey at first, but the content turned out to be worth it because it's all from the industry executives.
I highly recommend this course to anyone seeking to enhance their proficiency in crypto accounting and mitigate financial risks in this rapidly evolving industry. It has been an enlightening journey for me.
Hugo Carmelo
Financial Controller
@Stake CapitalThe course was excellent. I strongly encourage anyone involved in web3 finance or those leading a web3 company to enroll in this course for both the knowledge and ideas exchange it brings.
Francisco Pinto
Protocol Lead
@Request Network"An incredibly comprehensive course that takes the 'fear factor' of crypto accounting away. A must for all accountants."
Lisa Wilson
Business Services Accountant
@ElectraFi"The course displayed a meticulously structured format, with instructors showcasing extensive expertise. I highly recommend it to anyone interested in comprehending crypto accounting, especially founders seeking simplified explanations of accounting basics to understand the accounting and tax effects of crypto transactions."
"The course exceeded my expectations and the content was targeted toward issues that CFOs must solve for their organization. This is exactly what I expected and why I did the course. After the course, I have a much better understanding of the issues afoot. I would recommend the course to any budding CFO or CEO who wants to understand how web3 accounting differs from web2."
Jason Rudolph
Co-Founder
@Kagami"I thought that the course was well put together and the topics had a wide breadth for both crypto/non-crypto native students and accounting/non-accounting finance professionals. I would recommend the course to others even if they have some domain expertise. For me, it was insightful to see what others are doing and how they treat/interpret things because we are in a space that moves faster than legislation and guidance."
Scott Hewitson
Director of Finance
@Akash Network"The course provided all the contextual information I expected with a very good balance between covering the general concepts and deep diving into some more specific technical details. Also appreciated the exposure to the best practices that are nascent/evolving in the space."
“The instructors were amazing. It's clear that all of them are very well prepared and have plenty of knowledge about crypto. I also found it quite valuable to have direct access to the instructors as to ask questions in the future.”
Lucas Chayman
Accountant
@Merit Circle
Master the Playbook for Crypto Treasury Management
Avoid costly mistakes and safeguard your organization’s runway with strategies for token management, capital allocation, and risk hedging.
We invite you to join the Crypto Treasury Management Academy, the only program that equips you with practical frameworks to protect, allocate, and grow digital asset treasuries with confidence.
$3,000
(Fiat or Crypto accepted)
FAQs
What is Crypto Treasury Management Academy?
The Accountant Quits ‘Crypto Treasury Management Academy’ is an advanced practical course to help accounting & finance professionals optimize, allocate, and protect a crypto treasury.
It’s composed of 4 key modules taught by industry veterans & vendors with a specialization dealing with exhanges, DeFi protocols, market makers, custodians, law firms, asset managers and more.
What’s the difference between the Crypto Accounting Academy and the Crypto Treasury Management Academy?
The Crypto Accounting Academy is a 7-week course providing the foundation for managing a crypto business. It’s composed of several modules including Block Explorers, Accounting for OnChain Transactions, Tax, Internal Controls, Company Formation, Treasury Management, and more.
The Crypto Treasury Management Academy a 4-week course, dedicated to treasury management only. It’s ideal for individuals seeking more in-depth training.
How do I apply to join the Crypto Treasury Management Academy?
To join, simply choose to pay in fiat or crypto and you’ll gain instant access to our platform.
Who is the Crypto Treasury Management Academy for?
This course is for accounting and finance professionals at companies using digital assets or planning to adopt them soon. It’s ideal for those managing native tokens or crypto treasuries.
Will I receive a certification upon completion of the course?
Yes, once you complete all the course chapters and pass the quizzes, you will receive a certificate. You can then add the certificate to your resume or LinkedIn profile, helping you stand out as a token & treasury management specialist.
How and when will the online classes be held?
The course is 'Group Internet Based' and are taught live online.
In order to accommodate students globally on different time zones, the classes will be held every Wednesday at 21:00 CET or 15:00 ET.
In case you have missed a live class, we record every classes and make it available for you to replay at your convenience.
In order to accommodate students globally on different time zones, the classes will be held every Wednesday at 21:00 CET or 15:00 ET.
In case you have missed a live class, we record every classes and make it available for you to replay at your convenience.
Will I have the chance to interact with instructors?
Yes, absolutely! We encourage active student-instructor interaction as part of the learning experience. Students will have the opportunity to engage with our instructors through live Q&A sessions.