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dgarcia

Cash InvestmentsNeuGroup News
October 31, 2023

BlackRock Chairman and CEO Larry Fink Addresses Cash Investment Summit

A big thank you to BlackRock Chairman and CEO Larry Fink for addressing our Corporate Cash Investment Summit that BlackRock hosted on October 11th and 12th. “It was my privilege to chat with Larry again in front of NeuGroup members.” – Joseph Neu, NeuGroup Founder and CEO Just back from Asia and amid new geopolitical storms, members appreciated Larry taking the time to address them with so much going on. As much as the insights he shared, Larry made a personal connection with a group of cash investment…
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NeuGroup News
August 28, 2023

Beyond the Screen: The Power of NeuGroup Face-to-Face Meetings

NeuGroup in-person Peer Group Meetings continue to be the linchpin of our member communities and continue to create the most valuable form of member interaction. What makes an in-person NeuGroup meeting so impactful is the ability it gives each attendee to establish genuine member connections, build trust, exchange useful insights, and create stronger relationships with industry peers. Our in-person meetings provide a platform for immediate feedback and clarification whether from members or sponsors. As spontaneous discussions kick off and members…
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NeuGroup News
July 27, 2023

A Big Thank You to Our H1 2023 Sponsors and Members

As we look back on our first half meetings, NeuGroup would like to thank our members and sponsors for their invaluable contributions and support for what was a very successful meeting season! Our in-person format continues to foster a high level of personal connections that are crucial to sharing and learning with peers – and their trusted solution partners. Face-to-face knowledge exchange encourages both our members and sponsors to build trusted relationships, connect with new collaborators, reconnect with old friends…
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NeuGroup News
June 16, 2023

Celebrating Juneteenth: Reflection, Support and Action

Today, NeuGroup takes pride in recognizing and honoring the significance of Juneteenth in American history. Juneteenth is celebrated as a day of freedom, remembrance and reflection on the history of slavery and the ongoing struggle for racial justice. We are committed to doing our part to creating an equitable society and will continue to support the efforts of NeuGroup members, sponsors and partners who join us. Through our ongoing insights and meetings focused around DEI, NeuGroup offers a space for…
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NeuGroup News
June 13, 2023

Thomas Kwong Joins NeuGroup as Senior Executive Advisor

NeuGroup is excited to welcome Thomas Kwong to the NeuGroup team as Senior Executive Advisor! Thomas’s skills range from finance leadership, business and process transformation, and corporate governance. Previously positioned as CFO of Constellar, the largest exhibition venue and event operator in Singapore, Mr. Kwong was responsible for regional financial reporting, tax/regulatory compliance, and corporate governance and risk management. He was successfully part of the leadership team that converted the venue into a Covid support and recovery center and pivoted…
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Mid-Cap TreasurersNeuGroup News
June 2, 2023

Getting to Better Cash Visibility: Mid-Cap Treasurers Gather at Sidley Austin LLP In NYC

Members of NeuGroup’s Mid-Cap Treasurers’ Group met yesterday in Manhattan for their H1 2023 meeting! A big thank you to Sidley Austin LLP for hosting at their Midtown office and to TIS (Treasury Intelligence Solutions) for sponsoring the event. Members discussed a range of topics, including getting to better cash visibility – a perennial challenge for corporate treasurers. Also, a look at how one member tracks his shop’s treasury operating metrics and finally, a deep dive into the anatomy of a bond deal from a…
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FP&ANeuGroup News
May 18, 2023

NeuGroup for Heads of FP&A 2023 H1 Meeting Takeaways

A huge thank you to the FP&A team at General Mills for hosting the May 16-17th meeting of NeuGroup for Heads of FP&A at their Minneapolis headquarters. Thank you to all the peer group members who joined us for dinner and a day full of fascinating discussions, as well as NeuGroup’s very own Andrew Podolsky, Nilly Essaides, and Courtney Royer for making this an exciting and successful event. The #1 topic arising from the session on our projects and priorities was how to transition from a pure P&L focus to building a cash culture, as margins tighten across industries. The challenge for many members is instilling cash…
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Cash InvestmentsNeuGroup News
May 6, 2023

Cash Investment Members Gather in Oakland, California! 

A big thank you to DWS Group for the partnership and to Michael Nourafshan (Block) for hosting our two day Cash Investment Meeting last week in Oakland, California!  Kicked off by Laker legend Robert Horry, members heard from 7-time NBA Champion on balancing work/life, leadership from both Horry’s own story and from the great he played with.  Other session highlights included: Robert Chen from Applied Materials who shared on portfolio construction in the changing interest rate landscape. Thank you to Jeff Morton from DWS for the many strategies…
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NeuGroup NewsRegional Bank Treasurers
May 5, 2023

Regional Bank Treasurers Meet at Morgan Stanley’s Headquarters

NeuGroup’s Jerry Olivo hosted a timely meeting of Regional Bank Treasurers at Morgan Stanley’s headquarters in Manhattan! Naturally, the discussion revolved around the current banking environment as well as key macro topics including the outlook for inflation, interest rates, and how to be positioned for debt ceiling-related market turmoil. Special thanks to the Morgan Stanley team including Edward Reilly for providing his insights during the opening reception as well as Matthew H., Manan Gosalia, Betanya Aklilu, Richard Myers, and Howard Brocklehurst who each led sessions on these and solutions-related topics. Partner…
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Enterprise Risk ManagementNeuGroup News
April 22, 2023

NeuGroup’s Corporate ERM H1 2023 Peer Group Meeting

A big thank you to all who attended NeuGroup’s Corporate ERM H1 peer group meeting this week at St. John’s University’s Manhattan campus! Members discussed how ERM can align (and should) with corporate strategy and how to better communicate ERM’s value both to management and the wider company. The group also heard from new COSO chair Lucia Wind about the commission’s latest efforts on “Achieving Effective Internal Control Over Sustainability Reporting“. It was a great session on creating a consistent cyber risk policy…
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