November 11, 2021

Latest Trends in Crypto/Blockchain, and Business Intelligence Solutions

About this meeting Treasury teams are scrambling to learn about and stay up to date with the emerging capabilities available to corporations including: Crypto/blockchain uses Business Intelligence tools like Tableau and MS Power BI The HiPo group is well-positioned to be at the leading edge of these technologies, with perhaps greater exposure to this new world and a shallow depth of subject matter experts. In this session, HiPo members will compare notes on their level of knowledge on the topic,…
September 16, 2021

HiPo’s Oct IM: Treasury Function Org Charts and Design

About this meeting While this session was originally planned to help an individual HiPo gather information for an upcoming initiative to build their expanding treasury function, this session offers a valuable opportunity for members to share their own org charts and compare how different responsibilities are allocated across their treasury function. This session could also dovetail with similar discussions within other NeuGroup cohorts to form a broader discussion with cross-functional insights. About this Peer Group NeuGroup for High Potentials is…
August 3, 2021

HiPos discussion on D&I insights with leading women-owned firms CNote and Seelaus

About this meeting NeuGroup has developed strong relationships with multiple companies that are at the vanguard of fast-evolving diversity and inclusion initiatives. Cat Berman and Annie Seelaus have been part of several NeuGroup events and have put together a four-part series for the D&I Working Group, WING initiative, and this HiPo Peer Group. For this HiPo session: It can be challenging to drive forward new projects and agendas within large organizations. For many of us working in or around Treasury…
July 9, 2021

HiPo Member Project Review with Alliance Data

About this meeting This session promises to be a great opportunity to pick up some learnings from a fellow member. Alliance Data recently renewed three conduit facilities, working with their banks. During this process, ADS overhauled their process using research to better achieve their goal. Our members will share the approach to the negotiations and pass on learnings that may be helpful to the rest of the group. About this Peer Group NeuGroup for High Potentials is in pilot mode…
TechnologyTreasury Management
June 17, 2021

Treasury Help Wanted: Junior Members With Skills Beyond Finance

Members of NeuGroup for High Potentials also discuss the value of the Certified Treasury Professional Designation. At a meeting this spring, NeuGroup’s High Potentials group discussed critical skills and career management that included observations on the value of the Certified Treasury Professional (CTP) designation and current hiring challenges facing treasury teams. Following are takeaways from NeuGroup’s Andy Podolsky, who moderated the session. A skills checklist. The meeting included a survey about what skills members believe every treasury professional should possess. Highlights: FX…
June 1, 2021

Current Hiring Challenges in Treasury

About this meeting In a recent peer discussion, the High Potentials cohort confirmed a common challenge – weak candidate lists for the open positions they currently have. This issue may be due to several factors including a lack of awareness/understanding of the treasury function by recent college grads, a higher desire for remote working situations post covid, and other factors. In this session, the group seeks to collaborate with recruiting experts (including Mike Richards of Treasury Recruitment) to highlight potential…
April 16, 2021

Critical Treasury professional skills with HiPos

About this meeting The NeuGroup HiPos represent a diverse set of skills across a wide range of Treasury functions, and are at the “growth” part of their career where they may be changing roles often. This session is intended as an opportunity for the HiPos to compare notes and share how they each are planning their career. About this Peer Group NeuGroup for High Potentials is in pilot mode and has garnered significant attention from members. The goal of the group, which began…