Rating Process and Expectations for Receiving Inaugural Ratings From Moody’s and S&P.

Todd Gray, Head of Ratings Advisory at MUFG, will discuss the rating process and expectations for receiving inaugural ratings from Moody’s and S&P. The session will include a discussion of key factors the rating agencies will evaluate for rating technology issuers, typical adjustments made to credit ratios, the rating agencies internal process, rating process timeline, typical information requests, best practices for working with the rating agencies and rating agency fees.

NeuGroup for Growth-Tech Treasurers is an invitation-only group of treasurer-level professionals from tech-sector companies who are experiencing rapid growth. The group follows NeuGroup’s time-tested approach for membership peer groups, including facilitated agenda development, benchmarking surveys, and professional networking.

Interim meetings are meant for members of the specified peer group. These meetings originated in response to Covid-19 to keep members connected virtually in between semi-annual peer group meetings. They have a headline topic or topics presented for discussion, followed by an open forum for additional peer sharing and learning on other items.