Events

Steer clear of a technical, utopian, or crypto asset-driven focus on distributed-ledger technology (DLT), and join a conversation with NeuGroup members and Standard Chartered product experts to talk about what real companies are doing with blockchain and DLT to improve their business, their bottom line, and even make new businesses or products possible.

The meeting will be held at the Ritz-Carlton, Half Moon Bay just outside of San Francisco with the main meeting on Tuesday, March 15th. We will have an opening dinner on Monday, March 14th, with a possible half-day session on Wednesday, March 16th. If the meeting is extended, we are planning dinner for the evening of March 15th with a featured speaker. We would welcome member suggestions for our keynote speaker – perhaps a CFO who has expressed or acted on a vision for de-siloed collaboration across strategic finance and especially between FP&A and treasury.


The meeting will feature several timely and topical sessions, including one or two joint sessions with the NeuGroup for Mega-Cap Heads of FP&A, so it would be great if members could share live or recent examples of collaboration. In addition to holding our usual Projects & Priorities session, we intend to have sessions on 2-3 of the below topics.

1. Managing Upward
2.  How do treasurers manage their relationships with the CFO, CEO, and the Board? How does treasury build a rapport and gain a seat at the table? How can topics such as capital structure optimization and interest rate risk management provide treasury with the opportunity to demonstrate its critical contribution to enterprise value?
3. Treasury and Carbon Emission Targets
4. What is treasury’s role, and what tools does it possess, to drive down reported carbon emissions? How can treasury work with the sustainability team and get aligned with corporate reporting, audit, and other stakeholders? What examples can members share of what they have done to date (e.g., VPPAs)?
5. Optimizing Treasury for Scalability
6. How have members balanced the benefits and challenges of centralization and decentralization? How have they utilized process standardization and end-to-end process ownership and automation to migrate activities to shared service centers so treasury teams can focus on strategic initiatives and tasks? What contributions have Centers of Excellence made to enhancing scalability efforts?
7. Questioning Everything
8. How can members future-proof their treasury by questioning the status quo? How do you even go about this exercise? Are you reporting on items that are no longer relevant? Are there opportunities for outsourcing mundane tasks to either a shared service center or a third party? What technologies are becoming game changers in transforming treasury processes?

COVID Protocol
The health and well-being of our members, participants, and employees remains our top priority. Our COVID protocol is proof of vaccination and an on-site rapid test for each meeting day. Additional relevant CDC and local recommendations at the time of the meeting will also be considered and any requirements followed.

Members and colleagues across finance operations will discuss how to get a more holistic view of cash across the order-to-cash and procure-to-pay spectrum. They'll also exchange thoughts on us shifting time and focus from processing and making payments to modeling, planning and predicting cash flows and working capital needs. This event is generously sponsored by Kyriba.

Members will discuss solutions used to deploy digital assets products, from carbon credit assets to non-fungible-tokens, and infrastructure development for supporting gaming and digital assets. Members will benchmark on specifics for projects, from vendor selection to headcount. In the forum, we will explore issues, risk mitigation, and best practices around deployment and partnering.

Collaboration topics:

• Product delivery
  • Node hosting, token gating, and gaming
  • NFTs and collectibles, building royalties/loyalty into business models
  • Payments rails utilized
• Custodial conundrum
  • Custody discussion based on use cases
  • Sharing best practices, risk mitigation, and insurance
  • Self-Custody debate
• Digital Assets to the core
  • Utilizing a web3 native payments rail
  • Risk mitigation for crypto exposure
  • Hedge decisions and working capital
• Accounting for the intangible
  • How are members accounting for NFTs? 
  • How are members accounting for staked digital assets?
  • How do members view the tax implications on initial sales?
    • Tax implication on royalties?
    • Tax implications on earnings
• Jurisdictional / Compliance complexity
  • Sharing best practices from lessons learned across global operations