Justin Jones

In pilot meeting for our newest group, leaders of financial planning and analysis teams shared and learned in the NeuGroup Process.  Last week’s pilot meeting of NeuGroup for FP&A Heads was a first in two ways: in addition to being first meeting of the group, it was one of our first ever meetings with two sponsors, OneStream on the first day and Jedox for the second.   Though many NeuGroups focus on separate aspects of corporate treasury, NeuGroup for FP&A Heads joins those like our ERM and internal audit groups, expanding the reach of those who can benefit from the NeuGroup Process. NeuGroup’s Brian Kalish, one of the peer group leaders who led the meeting, described it as…

In a recent session facilitated by NeuGroup for treasurers from the healthcare sector, Wells Fargo moderated a panel discussion on ‘ESG and the Role of Treasury’. On the panel were Michelle Edkins, a managing director at BlackRock, Kirby Brendsel, sustainability initiatives lead at Welltower and Scott Krohn, treasurer of Verizon. The panel was moderated by Genevieve Piche, head of ESG solutions at Wells Fargo, the meeting’s sponsor. While moderating the session, Ms. Piche was able to jump in and share…