Joseph Neu, Founder, President and CEO
Joseph Neu is the Founder, President and CEO of The NeuGroup. Mr. Neu oversees all NeuGroup leaders and is leading peer knowledge exchange across groups. He sets the strategic direction of the company, evaluating business opportunities and product development, working with business partners and offering guidance on the content and process management aspects of the business. He is also a regular contributor to The NeuGroup's flagship publication, iTreasurer.
Over the course of his career, Mr. Neu has dedicated himself to helping finance professionals learn from one another, improve existing practices and enhance their profession. Since 2001, he has led The NeuGroup in establishing a network of member peer groups, each aimed at professionals with specific functional or regional responsibility, to better facilitate this knowledge exchange. These peer groups have placed him and the company at the forefront of knowledge exchange for treasury functions, and The NeuGroup is actively working to expand this network into other areas of finance.
Prior to starting The NeuGroup, Mr. Neu worked in various roles at the Economist Group, serving as Managing Editor of its Finance & Treasury publication (successor to Business International Money Report) and as a Research Analyst on numerous projects involving global treasury, derivatives markets, and overseas business development. He also was a frequent contributor to the finance and treasury events of the New York division of the Economist Conferences.
Mr. Neu holds an M.A. in international banking and finance from Columbia University's School of International and Public Affairs and a B.A. in political science from the University of California, Santa Barbara. He lives with his wife and two boys in South Salem, New York.
Anne Friberg, Senior Director, Peer Knowledge Exchange
Anne Friberg joined The NeuGroup in February 2006. Ms. Friberg oversees the relationship aspects and the planning and research processes for several existing groups. She also participates in the research processes of other peer groups and writes for The NeuGroup's flagship newsletter, iTreasurer.
Prior to joining The NeuGroup, Ms. Friberg worked for several years in international treasury management with Anheuser-Busch Companies, Inc. in St. Louis, Missouri, where she also held positions in the corporate planning and investor relations departments. Later, she managed the post-IPO investor relations organizations at Amdocs in St. Louis and About.com in New York. As a London-based writer, she published several articles on international finance and treasury management.
A Swedish native, Ms. Friberg earned an International M.B.A. from Thunderbird School of Global Management and graduated from the School of Business, Economics and Law at Göteborg University in Sweden. She is multilingual and an avid traveler.
Bryan Richardson, Senior Director, Membership Development
Bryan Richardson joined The NeuGroup in July 2007. Mr. Richardson works at expanding the universe of groups and member companies. In addition, he oversees the relationship aspects and the planning and research processes for several existing groups. He also supports the research and planning processes of other peer groups and authors articles for The NeuGroup's flagship newsletter, iTreasurer.
Prior to joining The NeuGroup, Mr. Richardson was an active member of two peer groups in his role as Global Cash Manager at Gap, Inc., where his responsibilities included global cash management, banking relationships, corporate investments, cash flow forecasting and retail banking operations. Mr. Richardson has also held key treasury positions with Kinkos, Inc. and Baskin Robbins, Inc. in Southern California, where he was responsible for areas such as cash management, banking relations, merchant card processing, corporate and purchasing card programs, insurance and franchise financing. Further, he worked as a Treasury Consultant and Sales Officer for US Bank.
Mr. Richardson grew up in Arkansas, where he earned an M.B.A. in finance and international business from the University of Arkansas and graduated from Arkansas State University with a bachelor's degree in zoology. He is a Certified Treasury Professional (CTP) and an active member of the Association of Financial Professionals (AFP). He currently resides in Little Rock, Arkansas, with his wife and three children, and enjoys running, reading, hiking, and fishing.
Geri Westphal, Senior Director, Sponsored Content Development
Geri Westphal joined The NeuGroup in August 2010. Ms. Westphal spearheads a new line of business for The NeuGroup focused on sponsored content, with the mandate to further develop group discussions and meeting key takeaways to explore and showcase best-in-class ideas and world-class solutions through articles, surveys, infographics and special reports. She is a regular contributor to iTreasurer.
Prior to joining The NeuGroup, Ms. Westphal spent 20+ years in a variety of treasury roles, most notably Assistant Treasurer for Oracle from 2000-2005. Having made the decision to move back to Colorado in 2005, she then spent several years as Assistant Treasurer for two local companies: United Launch Alliance (a joint venture between Lockheed and Boeing) and CH2M HILL. Ms. Westphal has held a variety of global management responsibilities for functional areas including foreign exchange, investment and debt management, and global bank relationship management.
Ms. Westphal holds an M.B.A. with an emphasis in international business from Regis University and a B.S. in business administration also from Regis University. She lives with her daughters in Littleton, Colorado.
Barbara Shegog, Director, Peer Knowledge Exchange
Barbara Shegog joined The NeuGroup in April 2013. Ms. Shegog oversees the relationship aspects and the planning and research processes for several existing groups. She is also involved with expanding the universe of groups and member companies in the Treasury and Pension Investment areas. Additionally, she supports the research and planning processes of other peer groups and authors articles for The NeuGroup's flagship newsletter, iTreasurer.
Prior to joining The NeuGroup, Ms. Shegog worked as a Relationship Manager for Arrowstreet Capital, dealing with both pension and non-profit clients. She had previously worked at SSgA managing their Corporate Cash Investment Management Group and managing operating assets for corporations, insurance portfolios, and endowment and non-profit assets.
Ms. Shegog earned an M.B.A. in business administration from Boston University and graduated from Lafayette College with a bachelor’s degree in economics and business. She is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA).
Ted Howard, Associate Director, Peer Knowledge Exchange & Managing Editor, iTreasurer
Ted Howard joined The NeuGroup in 2005. He serves as Associate Director of Peer Knowledge Exchange and Managing Editor for iTreasurer and its related website. In this capacity, he works with NeuGroup leaders on the research and content development processes for multiple peer groups and also coordinates the Internal Auditors' Peer Group (IAPG).
Prior to joining The NeuGroup, Mr. Howard was a writer and researcher at Institutional Investor. He has more than 15 years of experience as a journalist covering the financial markets and has worked in various roles in the business and financial communication industry, writing for corporate clients and financial websites.
Mr. Howard holds an M.S. from Columbia University's Graduate School of Journalism and a B.A. in history from Boston University.
Julie Zawacki-Lucci, Associate Director, Peer Research
Julie Zawacki-Lucci joined The NeuGroup in August 2015. Ms. Zawacki-Lucci oversees the survey and benchmarking processes across the NeuGroup Network to provide best-practice data for all peer groups. As the leader of NeuGroup Peer Research, she also analyzes trends and related research to create content for iTreasurer, as well as for sponsors and partners.
Prior to joining The NeuGroup, Ms. Zawacki-Lucci served as Senior Manager, Capital Markets & Foreign Treasury Operations, at CVS Health Corporation, where she was responsible for capital structure initiatives, global cash management, affiliate capitalization, international investments and bank relationship management. Ms. Zawacki-Lucci also held a variety of key treasury and investor relations positions at Hasbro, Inc. During her time as Manager of Capital Markets at Hasbro, Inc., she was an active member of The Foreign Exchange Managers’ Peer Group.
Ms. Zawacki-Lucci holds an M.B.A. from Bryant University and a B.A. in psychology and English from the University of New Hampshire. She is a Certified Treasury Professional (CTP) and currently lives in Rhode Island.
Ed Scott, Peer Group Consultant
Ed Scott began his career with Caterpillar as a Finance Analyst in Corporate Treasury in 1981. He held several finance positions before joining Caterpillar Financial in 1986 as Assistant Credit Manager in Baltimore. Mr. Scott then moved to Santiago, Chile, to become Finance Representative for the Southern South America District Office of Caterpillar Americas in 1987. He returned to Peoria in 1990 as Foreign Exchange Administrator in Corporate Treasury and later, Treasurer for Solar Turbines in San Diego, California. Mr. Scott relocated to Nashville in 1996 to become Treasurer of Caterpillar Financial and, in 2002, was appointed Vice President of Cat Financial with responsibility for Marine and Latin American retail finance operations as well as worldwide cross-border transactions. In 2004, he was named Executive Vice President and CFO for the Financial Products Division. He relocated to Peoria to become the Chief Audit Officer in April 2007 and held that position until he assumed his duties as Corporate Treasurer in July 2010. After more than 34 years of service to Caterpillar, Mr. Scott retired April 1, 2016.
Mr. Scott holds an M.B.A. from the University of Illinois and a bachelor's degree in business administration from Marquette University. He is a former Chairman and Treasurer for the Tennessee Center for Performance Excellence and previously served on the Executive Committee of the Board of Junior Achievement of Middle Tennessee. He was also a member of the Junior Achievement of Central Illinois, OSF Foundation, Easter Seals Foundation of Central Illinois, FM Global Advisory and Commerce Bank Peoria Advisory boards. He and his wife, Karen, now reside in Franklin, Tennessee.