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…
Mega-Cap Assistant TreasurersNeuGroup News
September 26, 2022

Mega-Cap Assistant Treasurers Gather in Pennsylvania

Thank you to Chatham Financial for hosting and sponsoring the H2 2022 meeting of the NeuGroup for Mega-Cap Assistant Treasurers last week at their beautiful headquarters in Kennett Square, PA. Members were able to network with their peers during a two-day meeting, as well as at a welcome reception at The Creamery of Kennett Square and a walk-and-talk stroll of Longwood Garden, a 1,000-acre botanical garden. A casual dinner at a local restaurant allowed members to discuss the day’s session along with other…
NeuGroup News
August 23, 2022

Jerry Olivo Joins NeuGroup as Senior Executive Advisor

NeuGroup is thrilled to announce that Jerry Olivo has joined our team as Senior Executive Advisor. Jerry brings a wealth of knowledge to NeuGroup, based in his extensive experience in banking, treasury and liquidity management. Most recently, Jerry was Managing Director and Head of Intraday Liquidity at Citigroup. Previously he was the Treasurer for Citi’s Institutional Client Services Banking businesses. He also served as Global Product Head for Liquidity Management Services within the Treasury & Trade Services business where he led design and…
Leading an in-person meeting
NeuGroup News
August 13, 2022

There is No Substitute for In-Person Knowledge Exchange

Why in-person meetings increase the value of peer knowledge exchange and networking. The “new normal” is here, and with it the return to the tried-and-true value of in-person peer group meetings (with some new innovations). While virtual meetings are fantastic and will continue to have their place on our knowledge exchange platform, the in-person format continues to foster a much higher level of personal connections that are essential to sharing and learning with and from peers. With the rise in…
NeuGroup News
August 13, 2022

A New NeuGroup Meeting Experience

NeuGroup is working on new meeting locations and agenda formats to create a unique experience for in-person events, as we emerge from the pandemic. NeuGroup’s in-person meetings foster personal connections and trusted relationships that are essential to effective sharing and learning with peers at a time when such knowledge exchange is most critical. To further encourage attendance alongside this core value, we are changing up our meeting location and agenda formats for in-person events. This new approach builds on our…
NeuGroup News
August 9, 2022

Chris Hall Joins NeuGroup as Director of Peer Groups

NeuGroup is excited to announce that Chris Hall has joined our team in July, as Director of Peer Groups.Chris brings a wealth of treasury and finance knowledge to his new role, with extensive experience in the banking and FinTech space. A consummate innovator, mentor and a corporate relationship manager, Chris will lead several NeuGroup Peer Groups, including the Tech20, Growth Company CFOs, ESG and transportation. We look forward to Chris’ contribution to the success of NeuGroup and its strategic evolution.…
NeuGroup News
July 7, 2022

Tech Treasurers and Growth-Tech Treasurers Unite at Tech Strategic Finance Summit 

Last month, NeuGroup’s two tech-focused groups came together at a summit sponsored by Fitch Ratings and RBC Capital Markets to meet old friends in person for the first time in over two years—and make some new ones.   The two tech groups range from Big Tech giants to specialty tech firms and many in between. Bringing all these companies together is part of our grand plan to expand and reshuffle our tech groups, while also providing opportunities for them to network…
NeuGroup News
May 30, 2022

NeuGroup for European Treasury Connects in Paris with HSBC

NeuGroup’s European Treasury peer group held a great hybrid meeting at HSBC’s Continental European HQ in Paris last week led by peer group leader Paul Dalle Molle, our first opportunity for an in-person meeting in 30 months. A big thanks to the thirty-five EMEA treasurers who participated in the event, which had an ESG thread running through every session. Special thanks to JP Huguet, Karine Autet, Anne-Marine Filiatre, Roman Heineman and the entire HSBC team for being a superb host for the event and a great sponsor…