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…
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…
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.…
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…
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…
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…
Large-Cap TreasurersNeuGroup News
November 29, 2022

NeuGroup for Large-Cap Treasurers Meet in New York 

Many thanks to Societe Generale for hosting and sponsoring the NeuGroup for Large-Cap Treasurers H2 meeting in New York last week. We also want to thank our members who joined us in New York and those members who participated virtually in what was a content-rich agenda which resulted in great sharing on insights to the challenges companies have faced in what continues to be a volatile environment. A special thanks to Krzysztof ‘Chris’ Walenczak, Head of Investment Banking and Coverage, and Donald Sutton, Chairman of…
NeuGroup NewsTech Treasurers
November 8, 2022

Tech Treasurers Meet at Carmel Valley Ranch Resort

Members had a wonderful time at our H2 Tech Treasurer’s meeting at Carmel Valley Ranch Resort. A special thanks to the MUFG team for sponsoring our two-day meeting. Key sessions included Inventory Finance and the Tech Supply Chain; Research Findings on Cashflow Forecasting; our Members-Only Projects & Priorities session; Financing in this Unprecedented Market; Understanding new SEC Regulations on ESG and Share Repurchase; Corporate Tech Venture Investing; Recession & Energy Crisis; our classic Rating Agency Roundtable; and finally Magic Wand…
NeuGroup News
October 21, 2022

NeuGroup for Oil & Gas Treasurers Reconvene in Houston 

The NeuGroup for Oil & Gas Treasurers reconvened in Houston on October 20th at our 2H 2022 summit. And yes, the group dutifully donned Houston Astros hats to support the locals as we added a ALCS watch party to the agenda! Our attendees maintained their hometown team loyalties after they left the room. Joseph Neu and Andrew Podolsky teamed with sponsor C2FO‘s Megan Sneed and Matt Kerr, along special guests Prashant Patri (Deloitte) and Vasiliy Zhulin and Christopher Gerry (TD Securities) for open discussions covering a multitude of topics. But perhaps even more importantly, the…
NeuGroup News
October 17, 2022

NeuGroup for Capital Markets Meet at The Deutsche Bank Center in NYC

An amazing meeting at the Deutsche Bank Center in New York City with a breath-taking view of Central Park to cap off the first day! It was great to be back in person and see members talking to each other at the meeting, on The Deutsche Bank Terrace, and dinner at The Porter House. This was also the inaugural in-person meeting for NeuGroup for Capital Markets. The sessions through the two-day meeting, went from a Capital Markets update by Jeanmarie G. (DB), Jonathan Krissel (DB), to…