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D&I: Making Corporate Deposits a Social Good with IntraFi

July 22, 2021, 2:00 PM - 3:00 PM

About this meeting

NeuGroup has introduced corporate treasury leaders to several leading intermediary firms that aim to make navigating how to support Minority Deposit Institutions (MDIs) and Community Development Financial Institutions (CDFIs) simpler and more efficient.  This session will provide an opportunity for members to hear directly from a IntraFi (formerly Promontory Interfinancial network), a long-standing provider of services to streamline the placement of deposits with D&I firms and compare and contrast with the other solutions that have already been reviewed by this group.  Our guest sponsors include:

  • Jane Gladstone – President
  • Ken Auspaker – SVP, Corporate Development and Sales Ops
  • Joseph Hooker – Senior Managing Director, National Accounts
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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