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Justin Jones

NeuGroup News
January 12, 2022

NeuGroup Acts Fast to Connect Members Seeking Insights on SEC Buyback Proposals

At a recent special joint session for NeuGroup for Mega-Cap Treasurers and NeuGroup for Large-Cap Treasurers, members and guests had the opportunity to share their reactions to recent proposals from the SEC regarding updated requirements around share repurchases. The two proposals announced by the SEC last month, one that would require a 30-day cooldown period after adopting a 10b5-1 share repurchase plan, and another that would require additional disclosure for share repurchases, would impact a number of members’ strategies—so they…
Justin Jones
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Cash & Working CapitalESGTechnology
January 4, 2022

NeuGroup’s Top Five 2021 Insights

Reassessing finance organizations under new leadership tops the list of 2021 insights.By Joseph NeuBefore we plunge full throttle into the new year, I wanted to distill what struck me as the key takeaways from 2021, our second year of accelerated change and pandemic-fueled challenges. 1. Questioning the way things have been done. The pandemic encouraged transformational thinking as many legacy business processes and delivery models did not perform well during lockdowns nor in a work-from-home environment. Covid-19 also sparked a new…
Justin Jones
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COVID-19FP&ATechnology
January 4, 2022

Moving Finance Beyond Resiliency in 2022 Amid the New New Normal

How to approach finance this year while addressing unknowns and going beyond best practice, toward innovation.By Nilly EssaidesIn 2021, finance organizations focused on building their companies’ capacity to withstand shocks and bounce back. They automated existing processes so they can be executed remotely and with fewer staff. They forecasted more frequently. They continued to pile up cash (see companion piece by NeuGroup founder and CEO Joseph Neu). They integrated planning activities and embraced scenario analysis to account for a lack of relevant…
Justin Jones
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ComplianceTalking ShopTechnology
January 3, 2022

Talking Shop: Use a TMS for Audit and Confirmation of Bank Accounts?

Editor’s note: NeuGroup’s online communities provide members a forum to pose questions and give answers. Talking Shop shares valuable insights from these exchanges, anonymously. Send us your responses: [email protected]. Member question: “Has anyone had success using their TMS for audit and confirmation of bank accounts? We are in the midst of our annual audit process. We have a number of accounts confirmed by Confirmation and the remaining have to be confirmed by treasury providing bank statements from bank portals. “We are…
Justin Jones
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CryptoESGTreasury Management
December 29, 2021

Best of NeuGroup Insights, Second Half of 2021

Stories that stood out included posts on cryptocurrency, the effect of ESG on credit ratings, Google’s innovation with SAP, an in-house fintech and a pair of video interviews. Review and reflect. Our final email of 2021 is a baker’s dozen of best posts from the last few months—selected for their topicality (ESG, cryptocurrency, NFTs), detailed descriptions of finance teams meeting challenges (complex spin-offs, post-merger integration, recruiting talent) and focus on key trends in treasury and beyond (right-time finance for FP&A,…
Justin Jones
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Technology
December 15, 2021

Milestones of Automation on the Road to a Brighter Treasury Future

New technology such as RPA and data analytics help free up treasury staff to help the business meet strategic goals.Assistant treasurers (ATs) highlighted their teams’ milestones over the previous year at a recent NeuGroup meeting, with several citing the development of skills and capabilities that helped automate time-consuming tasks inside and outside treasury. Massive debt deals and prolonged adoptions of SAP systems ranked high on the list of major accomplishments for several ATs, whose hard work brought the projects to…
Justin Jones
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TechnologyTreasury Management
December 15, 2021

The Path to Treasury Value Creation: Automation as an Ally

Technology holds the key to treasury transformation. So how can people on treasury teams add value in the future?The strategic value that treasury teams provide to corporations depends in large part on the ability of finance leaders to adopt and adapt to technology that is transforming treasury while at the same time developing the skills and expanding the roles of the people on those teams. That takeaway surfaced during discussions on the future of treasury by Jean Furter, the treasurer of tech…
Justin Jones
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Capital MarketsLibor SOFR
December 15, 2021

Year-End Deadline for New Libor Deals Focuses Minds on Alternatives

Gazing into 2022, SOFR remains the first choice among borrowers, but may still require “mathematical gymnastics.”The year-end deadline for pricing new floating-rate transactions over Libor replacement rates and a steepening but uncertain yield curve prompted assistant treasurers from large-cap companies to tap the insights of rate and hedging experts from Chatham Financial at a recent meeting. Companies are looking to increase their floating-rate exposure compared to a year ago, generally because they are at the higher end of their fixed/floating…
Justin Jones
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Capital MarketsComplianceESG
December 15, 2021

Treasury’s ESG Angst Over Auditors and Credit Rating Agencies

Upper management wants ESG audits to be merged with overall financial audit, to some members’ dismay.Assistant treasurers (ATs) mulling renewals of their companies’ revolving credit lines next year compared notes in a recent meeting session on ESG-related issues, as those factors increasingly play a role in credit decisions—even if it’s unclear precisely how. One concern: There’s a push to merge ESG-related auditing with the overall financial auditing typically done by a Big Four accounting firm, a move the ATs frowned…
Justin Jones
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Technology
December 8, 2021

Connecting to Data to Drive Insights: Ed Barrie on Tech and Finance

The former treasurer of Tableau Software on what questions today’s treasurers need to ask before investing in tech solutions.In a treasury career that includes positions at Microsoft, Itron and Tableau Software—where he built treasury from scratch—Ed Barrie has made it his mission to dive deep into how corporate finance teams can better leverage technology to connect to data, analyze it and extract insights that drive strategic decisions. In the interview below with NeuGroup CEO Joseph Neu, Mr. Barrie does what…
Justin Jones
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