What Are Peer Groups? 

Peer groups bring together treasury and finance professionals to share their knowledge and experience within a unique forum that combines meetings, benchmarking studies and online discussions. 

Each peer group has a stable group of participating companies, typically no more than 25-30. Members contribute to the development of the meeting and research agenda and take turns hosting the events. Experienced NeuGroup peer group leaders support the groups with a structured facilitation process and dedicated online community. Because of the groups’ relatively small size and practitioner focus, the peer group model fosters a frank discussion, an interactive format and long-term networking relationships. 

Unlike events sponsored by vendors or organized by industry associations, peer groups provide an opportunity for members to build a network to measure, compare and improve their treasury and finance management based on direct input from fellow practitioners.

What Makes The NeuGroup Peer Network Unique? 

Explore The NeuGroup Peer Network

Senior Executive Groups for Functional Heads
Treasurers' Group of Thirty Peer Group    Treasurers' Group of Thirty 2 Peer Group    The Bank Treasurers' Peer Group    Tech20 Treasurers' Peer Group    The Internal Auditors' Peer Group    Engineering & Construction Treasurers' Peer Group
Regional Groups
Latin American Treasury Managers' Peer Group    European Treasurers' Peer Group
Functional Groups (Treasury)
FX Managers' Peer Group    FX Managers' Peer Group 2    Corporate ERM Group	Global Cash and Banking Group    Treasury Investment Managers' Peer Group

How Do Peer Groups Work? 

Each peer group typically follows a six-month cycle in planning and arranging its meetings, with the following steps as a guideline: 

• Step 1–Developing the agenda. The NeuGroup peer group leader works with the members to design a relevant meeting agenda through online polls and individual interviews. 
• Step 2–Collecting benchmarking information. Based on topics selected by the members, the peer group leader drafts a pre-meeting survey to collect pertinent information and identify members who can present case studies to launch session discussions. Once the survey is finalized with input from the participants, the members complete the survey in advance of the meeting to provide relevant benchmarking information. 
• Step 3–Attending the meeting. The process culminates with a 1-2 day event, typically hosted by one of the participating companies. The meetings give members a chance to network, view benchmarking research and share best practices with each other. 
• Step 4–Capturing and accessing peer group knowledge. After the meeting, the peer group leader captures key takeaways in a post-meeting report. The NeuGroup’s team posts the report and related content items such as presentation, benchmarking tables and profiles of member companies on each group’s dedicated website. This content is accessible to members only. Group members can also use an online forum to stay in touch between meetings and seek immediate feedback and advice on pressing matters. 

Meeting Format 

Meetings are typically hosted by members on a rotating basis, with each meeting including the following features: 

• Limited Group Size - Each meeting brings together between 15 and no more than 30 participants to preserve the intimate nature of the discussion. 
• Guided Interaction - Each meeting session is guided by an experienced NeuGroup peer group leader complemented by session leaders selected for each agenda topic. 
• Leveraged Research - Sessions begin with a brief summary of pre-meeting research, followed by one or two session leader presentations. 
• A Strategic “Offsite” - Sessions ensure ample time for moderated discussion as well as a chance for members to stop, step back, and consider their work practices away from routine daily distractions. Breaks and group dinner allow for important off-line conversations. 

Peer Group Member Benefits 

• Exclusive peer-to-peer knowledge exchange with leading corporate finance professionals. 
• Pre-meeting benchmarking survey dovetailing agenda items. 
• Post-meeting “briefing” paper outlining key takeaways and action points. 
• Peer review of your program based on group discussion. 
• Online access to the peer group comunity, featuring group email exchange for discussion of topics, participant contact information, meeting summaries, related research, and announcements. This site is for members only and is password protected. 
• Subscription to International Treasurer (with online access to iTreasurer.com), which includes updates from all peer groups in The NeuGroup Peer Network.
  
   

Who Should Join? 

To facilitate a truly peer-to-peer experience, membership in The NeuGroup Peer Network is limited to senior financial and treasury executives. The goal is not to fill a convention center, but to foster close-knit, productive groups where members drive the agenda and can delve deeper into discussions. 

• Membership is by invitation only. Members control who joins to assure that each group is truly a network of peers. 
• All meetings are confidential in order to foster frank discussions. 
• Members measure, compare and improve their finance and treasury management based on direct input from their fellow practitioners. 
• Members exchange knowledge on best practices, determine how to best tackle current challenges, and network with their like-minded peers. 

Once existing members approve, The NeuGroup peer group leader will initiate a member profile interview and quickly incorporate a new member into the ongoing meeting-planning process. 

Fees: To cover research, organization and facilitation, The NeuGroup charges an annual membership fee of $3,950 for most groups. To subsidize membership fees, meeting sponsors are selected with member input to help underwrite the cost of facilitation. 

Participants must agree to the terms in any group agreement regarding confidentiality. 

* Subject to change. 

Peer Group Meeting Sponsorship 

The NeuGroup invites organizations to sponsor individual group events based on agenda topics and the members’ recommendations. Sponsor organizations bring outside subject-matter expertise and the experience that comes with assisting their customers. Sponsoring a peer group event also shows their support for the members’ agenda of finding better solutions in collaboration with peer practitioners. 

Because of each group’s uniquely interactive and member-driven format, sponsorship is very different from the typical seminar or conference sponsorship. Sponsors are selected on their ability to provide value to the discussion through active participation and technical expertise. Often, sponsors are recommended by group members. (Group members reserve the right to conduct a closed door session without the sponsor present.) 

Sponsorship lets the sponsor organization demonstrate its ability to add value in the process. Sponsor organizations are recognized for their support of the group meeting, and The NeuGroup works closely with the sponsor participants to help them leverage this support to further their relationships with group members and others interested in finance or treasury management (e.g., readers of our publication, International Treasurer). 

The sponsoring organization can send up to four representatives to each session. The NeuGroup works closely with the sponsoring organization to explain the peer group format’s value and the interactive dynamics of the event. We also help the sponsor’s experts identify and develop a brief presentation on one of the key agenda items. 

While sponsors get an exclusive “seat at the table,” their participation in the forum benefits both sides. Service providers gain access to the real challenges of their client base, while input from practitioners helps shape future product and service innovations to address corporate concerns. 

Tour Our Peer Groups

Senior Executive Groups for Functional Heads
	Treasurers' Group of Thirty Peer Group		Tech20 Treasurers' Peer Group
Key discussion topics: Latest trends in capital markets and financing structures Bank relationship Trends in alternative risk finance Liquidity management architecture Capital structure optimization		Key discussion topics: Stock buybacks & innovative structures for cash utilization Treasurers as senior advisors Investing excess cash Subsidiary capitalization Rating agency relationship
	The Bank Treasurers' Peer Group		The Internal Auditors' Peer Group
Key discussion topics Using hybrids and securitization to optimize the balance sheet Dynamic capital management Net interest margin management Investment portfolio management		Key discussion topics Internal audit’s role in ERM Tools & techniques for risk assessment & prioritization Audit committee communication Fraud prevention
Regional Groups
	Latin American Treasury Managers' Peer Group		European Treasurers' Group
Key discussion topics: Pooling and effective liquidity management Local financing/investment alternatives Banking solutions: global vs. local/regional Latin American country and sovereign risk Treasury structure - Centralization vs. decentralization - In-house banks The effects of regulations on cash liquidity Internal vs. external (local) financing Customer & supply chain financing		Key discussion topics: Managing negative cost of carry Managing settlement risk SWIFT/SCORE membership and its application for payment factories Commodity risk management Soft skills for treasury management Credit risk management FX risk management with structural euro strength Treasury operations & systems
Functional Groups (Treasury)
	FX Managers' Peer Group		Global Cash and Banking Group
Key discussion topics: Dynamic hedging strategies FX systems and front-end portals Hedging FX risk in emerging markets Hedge accounting vs. economics Exposure collection and hedging Managing risk in the supply chain		Key discussion topics: Outsourced liquidity infrastructure Running an in-house bank Pay-on-behalf and payment factories Treasury automation
	FX Managers' Peer Group 2		Treasury Investment Managers' Peer Group
Key discussion topics: Dynamic hedging strategies FX systems and front-end portals Hedging FX risk in emerging markets Hedge accounting vs. economics Exposure collection and hedging Managing risk in the supply chain		Key discussion topics: Yield-enhancement strategies Investment management systems Creating the gain/loss budget Alternative assets