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Making sense of DE&I balance sheet investment options

August 26, 2021, 2:00 PM - 3:00 PM

  • State Street Global Advisors
About this meeting

Many treasury professionals are working hard to integrate DE&I initiatives as they manage their balance sheets.  These initiatives are important and often align with their broader organizational goals and long-term values.  However, the myriad of options and the shifting market can often make evaluating products and opportunities challenging.  Join Pia McCusker, Global Head of Cash Management, and Kevin Zimmerman, Head of US Cash at State Street Global Advisors for a roundtable discussion to help unpack these exciting topics.

About this Working Group

NeuGroup formed the Diversity and Inclusion (D&I) Working Group in 2020 as a result of requests from members and the multiple D&I discussions appearing in individual peer group meetings. These informal working sessions provide an opportunity for interested members to share experiences on common topics, document best practices, and welcome outside experts to speak on current trends – including companies that are not yet NeuGroup members.

Meeting type

Working Group sessions are meant for interested participants from across the NeuGroup network and approved non-NeuGroup members. They are ad hoc cohorts that NeuGroup organizes when a critical “hot topic” has captured a wide range of members’ attention. Working Groups can meet just once, a handful of times, or become ongoing venues to discuss these cross-peer group issues. Recent examples include LIBOR transition, ESG, D&I, Treasury Technology, and others. These groups often include both subject matter experts and members just wishing to learn, with the possibility of splitting the groups for more detailed discussions.

    Peer Group Inquiry

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