The NeuGroup Process

The Leading Membership Organization For Corporate Finance

Our Process

We facilitate over 50 face-to-face meetings and hundreds of virtual connections per year for our unique member network, comprised of peer groups segmented by company size, sector or job role. Member guidance on peer selection fosters a curated group and a trusted environment for sharing, learning and long-lasting connections. A typical group meets twice per year for a full day to day and a half to exchange knowledge on their top projects and priorities. We identify what members are focused on, plus what they may be missing, to shape our meeting agendas and provide data to support their best course of action.

Develop an Agenda

A NeuGroup leader works with members and sponsors to design a relevant meeting agenda through online polls and individual interviews

Collect Benchmarking Information

NeuGroup leaders meet with their groups to collect top of mind topics, identify members who can lead discussions and uncover group survey topics to provide peer to peer benchmarking information

Capture Peer Group Knowledge

Many meetings begin with a round-robin style to share of top priorities, followed by one or two session leader presentations and expert guest speakers

Member Interaction
How To Join

In order to become a member, you can schedule a projects and priorities call by clicking the inquire button below or by contacting us directly at [email protected] This will help us determine the top three things you are working on, what you can share with peers, and what you would most like to learn from them. If you meet member guidelines for an active group, we will invite you to join and connect with our members.

Throughout your member journey, NeuGroup will introduce you to members in the network and our supporting partners (always with your permission), who we believe will be a valuable connec­tion for you to share and learn with. All we ask is that you give to get: Share, learn, and honor the trust of each NeuGroup connection made. A NeuGroup memberships works for a variety of professionals:

  • Specialty finance veterans who want to give back and mentor in order to get fresh in­sight into their area of specialty
  • Finance leaders new to their role who want the help of peers to become more knowledge­able about it quickly
  • Leaders with a mandate for or interest in transformation who want peer validation for their best course of change
  • High potentials who want help reaching their full potential with the support of a curated peer network
  • Any professional who wants to connect with peers so they can face uncertainty, risk, and their next crisis together
  • We also encourage you to involve your team as members in our network so you help develop their full potential and share in what they learn
Your Journey
Meeting Features

Limited Group Size

Each meeting brings together between 15 and 30 participants to preserve the intimate nature of the discussion

Guided Interaction

Each meeting is guided by an experienced NeuGroup peer group leader complemented by session guests selected for each agenda topic

Leveraged Research

Many sessions begin with a brief summary of pre-meeting research, followed by one or two session leader presentations and expert guest speakers

Strategic Offsite

Meetings ensure ample time for discussion, as well as time for members to consider their work practices away from daily distractions. Breaks and group dinners allow important offline conversations

Testimonials

"One of the things I truly, truly appreciate is the ability to benchmark with my colleagues...that information can really only be garnered from conversations with my colleagues here at Tech 20."

Odette GoLam Research Corporation • Vice President and Treasurers

"I have joined the Tech 20 group and benefit from that because I can get a lot of my industry peers together at one time and can discuss topics, challenges and how to come up with solutions and that helps me get all this knowledge all together as support to my career."

Randy OuAlibaba (China) Co., Ltd • Treasury Vice President

"Tech 20 has been one of the key foundational pillars of my career development over many years...I have many friends in this group and spend a lot of time outside of the formal meetings exchanging ideas...I feel like it keeps me informed as a treasurer and helps me be smarter on trends going on."

Zac NesperHP Inc. • Vice President of Treasury

"We're interested in hearing how other professionals in the same discipline address the same problems we have...by sharing that information and doing so in a comradery type of way, you get a value that is multiple times the input that you provide. If you can consider joining such an organization, it's probably one of your better decisions."

James HaddadCadence Design Systems, Inc. • Corporate Vice President Finance and Treasurers

"I've been attending benchmarking meetings with the NeuGroup since 2001. I find the meetings super valuable because I'm able to benchmark with colleagues and our frank discussions under Chatham House Rules helped me to see around the corners."

George ZinnMicrosoft Corporation • Vice President and Treasurer

"...it's a very collegiate group where we trust each other immensely and there is never a meeting that I leave without picking up at least two or three nuggets of really crucial information for me and how I operate and run my business."

Joachim WettermarkSalesforce • Executive Vice President, Treasury & Finance Operations

"I always love coming to the NeuGroup sessions with my peers...I belong to the Tech20 group I learn a lot from the other treasurers and I always have takeaways for my team."

Kirsten NordlofAutodesk, Inc. • Vice President of Tax, Treasury and Risk Finance