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dgarcia

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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Foreign ExchangeNeuGroup News
March 10, 2023

NeuGroup for Foreign Exchange Gather at Starbucks Headquarters

This week, NeuGroup Peer Group Leader Julie Zawacki-Lucci had the extreme pleasure of visiting Starbucks headquarters for the 2023 first-half meeting of the NeuGroup for Foreign Exchange. Members mastered the art of lattes with personal barista trainings, viewed breathtaking Chihuly glass sculptures by the Space Needle, and worked through the weeds of current risk management challenges. Compelling presentations and active roundtable discussions centered around taking the noise out of balance sheet hedging, the impact of rising rates on net investment hedges, automating…
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NeuGroup News
February 14, 2023

Advancing Our Events Process: Zandra Floirendo Joins NeuGroup

NeuGroup is beyond excited to welcome Zandra Floirendo to our team as Event Coordinator. Zandra will be supporting our Director of Events, Alyssa McArdle, in the planning and execution of semi-annual meetings and additional virtual and in-person events throughout the year. With 7 years of events experience from sales, planning, and operational aspects, we can’t wait to see her apply her outstanding talents and knowledge to our event department.   Previously, Zandra was the Assistant Banquet Manager at The Westin…
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NeuGroup News
February 10, 2023

David Hartley Joins NeuGroup As Director of Sales

NeuGroup is thrilled to welcome David Hartley as the newest member of our team as Director of Sales. During David’s previous role at Circle, he was responsible for sales and business development efforts with Capital Markets clients. David additionally spent over 11 years at BlackRock in sales and relationship management roles within the Cash Management and Defined Contribution business units. From 2017 to 2022, he managed a seven-state territory comprised of large multinational corporations, universities, insurance companies, and government agencies.…
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NeuGroup News
February 1, 2023

NeuGroup Celebrates Black History Month With Upcoming Initiatives

NeuGroup is celebrating Black History Month with special sessions, articles and podcasts reflecting our shared commitment with members, sponsors and partners to diversity, equity and inclusion. Our goal is to spotlight initiatives to promote DEI throughout finance organizations at multinationals and their ecosystem of banks, brokerage firms, asset managers and technology vendors. Here’s just some of what you can look forward to this month: This Thursday, February 2nd, our email newsletter NeuGroup Insights shares results of NeuGroup’s D&I Financing and Asset Management Survey in an article by…
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NeuGroup News
January 11, 2023

John Sanders Joins NeuGroup to Establish a New Private Equity Treasury Interest Group

NeuGroup is excited to welcome John Sanders as the newest member of our team as Senior Executive Advisor. With over three decades of extraordinary success in a series of high-level roles guiding companies through transition, John joins NeuGroup to establish and be the Peer Group Leader for a new Private Equity Treasury Interest group.   John’s invaluable expertise and broad business range have powered a history of developing successful process improvements that drive productivity, reliability, and client satisfaction. Such traits…
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NeuGroup News
December 8, 2022

Culture, Cocktails and Creole Cooking: NeuGroup Convenes in New Orleans 

This past week, NeuGroup celebrated the end of the year by taking a quick yet impactful trip to New Orleans. Staff came together to celebrate key goals achieved in 2022, build relationships with employees old and new and venture out into the glorious city of New Orleans with a number of memorable activities.  Once settled in at the Nopsi Hotel on Sunday, December 4th, the team took a stroll to New Orleans Drink Lab for a Mixology class that consisted…
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