Shows
Strategic Finance LabTreasury Should Expect and Embrace Change, Not Just React to ItMoody’s Corp. Chief Treasury Officer Deepali Chawla joins NeuGroup’s Justin Jones on the Strategic Finance Lab to share how agility, curiosity and a willingness to pivot have shaped her career—and helped drive an award-winning AI transformation in treasury.Early in her career, Ms. Chawla found herself navigating both a new country and a different job in corporate finance. The experience shaped her approach to change: stay agile, stay curious and stay prepared to pivot. It’s a mindset she’s carried into senior roles across companies and continents, and one she brings today.In this...
2026-01-1432 min
The Treasury Whisperer’s Talkcast PodcastEpisode 32 - Treasurer Roundtable Confidential with Joseph Neu (NeuGroup)In this episode of the Treasury Whisperer's TalkCast Podcast,host Seth Marlowe is joined by Joseph Neu, Founder and CEO of NeuGroup (www.neugroup.com). NeuGroup helps corporate finance and treasury professionals reach their full,professional and personal potential and assist their members and their teams in driving success for their companies, customers, peers and themselves. Joseph discusses the evolution of the organization, its role in supporting treasuryand finance leaders, and the importance of peer validation. They explore the challenges and opportunities in treasury management, particularly in the context of uncertainty and the rapid pace of change driven by...
2026-01-0744 minStrategic Finance LabPrivate Credit Goes Mainstream for Investment-Grade CorporatesPrivate credit’s rapid rise is reshaping corporate finance. Once a tool for middle-market borrowers, it’s now a mainstream funding option for investment-grade companies seeking customized, long-term capital solutions. That shift—and what it means for treasury—is the focus of our newest episode, featuring Apollo Global Management COO of Global Origination Adam Kostrinsky. Mr. Kostrinsky tells NeuGroup’s Justin Jones that many corporates are turning to Apollo for large-scale, long-duration projects—from energy transition to data centers—because the firm can “really be a long-term partner, offering differentiated financing solutions" that extend beyond the typical time horizons av...
2025-11-0525 minStrategic Finance LabFor Treasury4, the AI-Driven Future of Finance Starts With DataArtificial intelligence is everywhere in finance conversations, including at NeuGroup meetings, where members are eager to understand how the technology will shape treasury. But as Ed Barrie and Randy DeVita of Treasury4 explain to NeuGroup’s Justin Jones in this episode of the Strategic Finance Lab podcast, AI is only as good as the data behind it.Mr. Barrie, Treasury4’s co-founder and chief product officer, and Mr. DeVita, its vice president of customer success, describe how the company’s cloud-based analytics platform helps corporates transform fragmented information into structured insights that improve forecasting, reporting and reconciliation. They o...
2025-10-0141 minStrategic Finance LabA Fintech Aiming to Make Investing Cash in Repos EasierTreasurySpring CEO Kevin Cook joins NeuGroup Insights editor Antony Michels on the Strategic Finance Lab to discuss how his fintech is reshaping cash investing through its innovative fixed-term funds (FTFs). Born from lessons learned in the 2008 financial crisis, TreasurySpring’s platform offers institutional investors safety, diversification and simplified access to repo markets and other high-quality cash investment options.Mr. Cook explains how FTFs work, why they remove “run risk,” and how TreasurySpring has already issued more than $250 billion across 700 clients in 28 countries. He also makes the case for why corporates should consider repo as a lower-risk alternative to uns...
2025-09-0335 minStrategic Finance LabAI Accuracy: AtlasFX Model Trounces Manual FX Exposure ForecastsScott Bilter of AtlasFX on FX market volatility, using AI to tackle forecast problems, and what he’s hearing from Europe.Hedging currency risk effectively and the FX exposure forecasting it requires got more complicated for many treasury teams in the first half of 2025 as the U.S. dollar slumped the most in more than 50 years against a basket of other currencies. But it’s not completely clear yet how much of a price multinationals will pay for the currency market’s gyrations. In this episode, Scott Bilter, co-founder and CFO of AtlasFX, joins NeuGroup's Antony Michels to dis...
2025-07-2332 minStrategic Finance LabAn Ideal Treasurer: Strategic Thinker, Storyteller, Data DevoteeNow more than ever, treasurers looking to build stronger teams and advance their own careers need to do far more than master core technical skills. They must be able to communicate their value, embrace change and understand how data and technology are reshaping the function.That’s one of the key messages delivered by Mike Richards, founder of the Treasury Recruitment Company, in the latest episode of NeuGroup’s Strategic Finance Lab podcast. In a conversation with NeuGroup founder and CEO Joseph Neu, Mr. Richards shares lessons learned from three decades in treasury recruiting—along...
2025-06-0448 minStrategic Finance LabNarratives in the Numbers: A Smarter Way To Make Big DecisionsMany executives are drowning in data yet starved for insight. In this episode, risk expert Brian Hagen talks to NeuGroup Insights writer Justin Jones about how narrative framing—paired with AI—can cut through the noise and drive smarter decisions.Mr. Hagen, founder of the Decision Empowerment Institute and an adjunct professor at Cal State Fullerton, explains why even the most quantitative analyses need a story to stick. He outlines his PRO Analytics framework—problems, risks and opportunities—which helps companies structure decisions, evaluate trade-offs and prioritize projects based on ROI.He shares real-world examples: One corp...
2025-05-2837 minStrategic Finance LabTreasury as a Value Creator: Laurence Tosi and Ed BarrieThis special episode of the Strategic Finance Lab features a recording of a recent NeuGroup panel featuring WestCap founder Laurence Tosi and Treasury4 co-founder Ed Barrie, moderated by NeuGroup founder and CEO Joseph Neu.The conversation explores what it means to adopt a “treasury-first mindset,” with insights from seasoned finance leaders on how treasury can evolve from a support function to a driver of enterprise value. Mr. Tosi, former CFO of Blackstone and Airbnb, explains how improved cash visibility, FX optimization and data infrastructure can help turn treasury into a value creation center. Mr. Barrie shares lessons from...
2025-05-0744 min
The Treasury Career CornerFrom Cash to Collaboration: How Treasurers Can Transform Through Peer Learning and PartnershipIs the treasury function still confined to risk management and cash preservation? Not anymore. In this weeks’ episode with returning guest Joseph Neu, Founder and CEO of NeuGroup, we discover how the role of corporate treasury is undergoing a radical transformation. Treasury is stepping out of the back office and into a strategic spotlight - enabling profit, shaping business decisions, and influencing the future of finance. Learn what it really takes to evolve from technical operator to strategic business partner in a world driven by automation, AI, and cross-functional collaboration.This week, we welcome back a...
2025-04-2940 minStrategic Finance LabBeyond TMS: Kyriba’s ‘Liquidity Performance Platform’ ExplainedIn this episode, Kyriba SVP of Product Solutions & Strategy Thomas Gavaghan describes the differences between a treasury management system (TMS) and the SaaS-based “liquidity performance platform” Kyriba offers and markets to today’s corporate treasury teams.“Where Kyriba has evolved and is breaking out from the pack is in what we call liquidity performance—and it’s far beyond cash,” he tells NeuGroup Insights editor Antony Michels. Liquidity, he says, goes beyond just banking data and encompasses an ecosystem of working capital information and market data requiring robust connectivity enabling systems to be more than “glorified spreadsheets or dashboards.”
2025-04-1636 minStrategic Finance LabA Microsoft Treasurer Reflects on People, Tech and InclusionAnita Mehra, who retired in February as Microsoft’s treasurer after a two-decade career at the company, joins NeuGroup founder and CEO Joseph Neu on the latest episode of NeuGroup’s Strategic Finance Lab podcast.In the conversation, Ms. Mehra reflects on her journey, the role of treasury in driving business strategy and the importance of mentorship and inclusion. Before joining the corporate world, Ms. Mehra taught finance at the University of Wisconsin. In her first years in finance, she spent time at Lam Research and LSI Logic (now Broadcom), before joining Microsoft in 2005. Over the...
2025-03-2037 minStrategic Finance LabAn Investment Fund Backing Banks Supporting Communities in NeedThis episode of the Strategic Finance Lab podcast shines a light on the Mission Driven Bank Fund—a private investment fund that invests in banks that provide credit and financial services to lower-wealth communities, rural communities, and communities of color across the United States. Its goal is to help close the racial wealth gap.In the episode, NeuGroup's Andy Podolsky speaks to Paul Welch, portfolio manager of the fund and Head of Private Equity at Elizabeth Park Capital Management—a minority-owned firm that specializes in investing in U.S. Banks. They are joined by Eric Heisner, a Dire...
2025-02-2734 minStrategic Finance LabGen AI’s ‘Inherent Superpowers’: An Innovation Expert’s VisionInsights from Mastercard’s Nima Sepasy on finance use cases for solutions built with emerging tech like generative AI.
Finance leaders who may be a tad tired of questions from senior executives or board members on how they plan to put the magic of generative artificial intelligence to work should not let the hype overshadow this reality: Gen AI has “inherent superpowers” they can tap to reach higher levels of accuracy, efficiency and transformation in areas including cash forecasting, liquidity management and cross-border payments.
That’s one takeaway from this week's interview about AI, machine learning...
2025-01-1542 minStrategic Finance LabSolving Problems with Spreadsheets, Conviction and EmpathyTodd Thorsen, who overhauled the 401(k) plan while at Medtronic, says ‘cognitive empathy’ is key to collaboration.
Mr. Thorsen’s 27-year career in corporate finance and investing has not been carefully choreographed. “I’d love to say there was a master plan, but there really isn’t for me,” he says in the in the latest episode of the Strategic Finance Lab podcast.
The road he took includes stints at General Mills, Blue Cross Blue Shield, working as investment advisor for high net-worth clients, and more than a dozen years at Medtronic, where he rose to be head of...
2024-10-3130 minStrategic Finance LabBechtel’s Treasury Team Finds Value in Tech-Savvy TalentBreaking down traditional barriers between finance and technology teams is transforming the way treasury departments tackle digital transformation initiatives. At Bechtel Corporation, assistant treasurer Dan Degagne embraced this approach by recruiting fintech expert Shayly Nguyen from the company’s IT team to join treasury, significantly enhancing efficiency and productivity.
In this episode, NeuGroup’s Justin Jones speaks with Mr. Degagne and Ms. Nguyen about how hiring someone with a technology background—rather than experience in finance—has improved treasury’s day-to-day operations through increased automation.
2024-10-1738 minStrategic Finance LabThe ‘Crazy Hunger’ Behind a Treasurer’s Decision to Leave HPZac Nesper worked long and hard to become treasurer of HP in 2018 after being, in his words, “passed over five times” for the job. He thrived in the role, has a passion for treasury and has high praise for “great bosses” who gave him opportunities and responsibilities in treasury and other areas within finance. So why did Mr. Nesper decide to leave treasury in 2023 and exit HP this year after more than two decades? In this newest episode of the Strategic Finance Lab, he tells NeuGroup founder and CEO Joseph Neu that he realized several years ago that his two daughter...
2024-05-0837 minStrategic Finance LabSeeing Risk Through an Auditor’s Sharp Lens: Bill Brewer of BMSIn this episode, Bristol Myers Squibb’s Bill Brewer, a member of the company's financial risk management (FRM) team, shares insights with NeuGroup’s Justin Jones on the risk mindset he developed in previous roles within audit, and how that informs his current approach. He also shares about the FRM team, a small group within treasury that focuses on foreign exchange and interest rate hedging, commodities exposure, counterparty risk and the company's short-term cash portfolio.
Earlier in his career, Mr. Brewer was a certified public accountant who spent time at Deloitte, and joined BMS initially in internal audi...
2024-04-1830 minStrategic Finance LabTreasury 4’s Mission: Unlock the Power of Data for Finance TeamsThe most sophisticated finance and treasury teams are ahead of the curve in turning heaps of data into actionable insights, often with the aid of visualization tools that tell a story better than just facts and figures. A fintech called Treasury4 wants to make data-driven decision-making more accessible than ever for corporates of any size.
In this episode of the Strategic Finance Lab podcast, NeuGroup founder and CEO Joseph Neu speaks with the fintech’s three founders about how the company’s software solutions can help treasurers and other finance professionals make better use of data. One of the fo...
2024-03-2735 minStrategic Finance LabC2FO’s CEO: Early Payment Proponent, Financial Friction FoeC2FO CEO Sandy Kemper describes how the fintech he founded in 2008 provides fast, flexible access to low-cost working capital to suppliers, some of whom struggle to get bank loans. C2FO’s platform enables large corporations to pay their suppliers early in exchange for a discount set by the supplier. Mr. Kemper says early payments help eliminate “friction” in a banking system he calls antiquated and rife with pain points. As he tells NeuGroup founder and CEO Joseph Neu, Mr. Kemper’s opinions about the banking system are grounded in hands-on experience in an industry whose role in economic...
2024-02-2833 minStrategic Finance LabFitch Economist Olu Sonola Sees Mixed Bag for Corporates in 2024Companies face cooling inflation but elevated wage growth amid a slowing economy with recession unlikely. In this episode, Fitch Ratings’ head of US Regional Economics Olu Sonola paints a relatively positive picture of the economic outlook in 2024, thanks in large part to the strength of the US consumer and declining inflation.
“The balance sheet of the US consumer is very, very strong,” he tells NeuGroup Peer Group leader Andy Podolsky in the podcast recorded in December 2023 and sponsored by Fitch.
This week, Fitch raised its annual real consumer spending forecast for 2024 to 1.3% from 0.6%, “reflecting the ongoing...
2024-02-0725 minStrategic Finance LabA Citi Expert’s Mission: Help Treasury Leaders Reach New HeightsCiti’s Ron Chakravarti discusses the keys to treasury success on a new episode of the Strategic Finance Lab podcast.Few people in the world of banking know as much about how corporate treasury teams can raise their games and bring more value to companies than Ron Chakravarti, head of global treasury advisory at Citi Treasury and Trade Solutions. His insights are backed by the experience of advising hundreds of companies looking to improve their management of liquidity, working capital and risk.
In the latest episode of NeuGroup’s Strategic Finance Lab podcast available on Apple and Spoti...
2024-01-2439 minStrategic Finance LabHow a P&G Tax Whiz Quickly Got Comfortable Running Treasury TooTadd Fowler wears two big hats at Procter & Gamble, the world’s largest consumer goods company. He’s head of global tax operations—a natural fit for a former PwC tax partner—and also took on the treasurer role in 2021. In the newest episode of The Strategic Finance Lab, he explains how an accountant steeped in the world of tax “got very comfortable very quickly” also running treasury at a multinational that sells products in 180 countries.
He gives lots of credit to P&G treasury team members whose mastery of areas including capital markets, insurance and pensions helped him l...
2023-12-2034 minStrategic Finance LabA Chatham Financial Star Says Clients Are the Stars of the ShowThis episode of NeuGroup’s Strategic Finance Lab podcast stars Amol Dhargalkar, the managing partner, board chairman and global head of the corporates sector at Chatham Financial—the risk advisory firm where he has spent more than two decades, his entire working career. You can hear his interview with NeuGroup founder and CEO Joseph Neu now on Apple and Spotify.
Chatham helps corporations develop strategies to hedge their exposures to foreign exchange, interest rates and commodities—often using derivatives. It offers a cloud-based technology platform called ChathamDirect used for risk-analysis calculations, asset valuations, and to streamline accounting and re...
2023-11-0137 minStrategic Finance LabOne Man’s Goal: Leveling the Playing Field for FX TradesJust Technologies CEO Anders Bakke wants to give corporates pricing data that lets them negotiate better with banks.
In the newest episode of NeuGroup’s Strategic Finance Lab podcast, NeuGroup founder and CEO Joseph Neu talks with a man on a mission to bring more pricing transparency to corporate treasury teams that trade in the foreign exchange market. His name is Anders Nicolai Bakke, a serial entrepreneur who is the CEO and founder of Just Technologies, or Just for short. The fintech company started in Oslo, Norway in 2017, serves businesses in Europe and is now expanding into No...
2023-09-1239 minStrategic Finance LabAirbnb Treasurer Brian Moore’s Healthy Skepticism About CryptoHealthy skepticism and sharp critical thinking are governing principles for Airbnb treasurer Brian Moore. In this episode, he explains how a critical—but not negative—approach provided the framework for deciding whether Airbnb should start accepting cryptocurrency from guests who use its booking platform.
The decision, for now, not to accept crypto like bitcoin came down to the costs relative to other currencies and the relatively low volumes of derivatives available to hedge a digital asset. Managing currency risk is a core competency of Airbnb treasury: the company accepts more than 40 currencies and pays hosts in more than...
2023-07-1724 minStrategic Finance LabWanted: Strategic CFOs Who Drive Revenue and See Risk HolisticallySteve Rosvold envisions chief financial officers and their teams using analysis skills to drive sales, while taking a wide view of risk. In the newest episode of NeuGroup’s Strategic Finance Lab podcast, Rosvold, the founder and chief learning officer of CFO.University, shares a vision of the future for chief financial officers and the teams they manage, including FP&A. It’s a future where finance organizations use their expertise at analysis to mine insights from data and add more strategic value to corporates, in part by focusing on pricing, revenue growth and forecasting.
That, Mr. Rosvold...
2023-05-3126 minStrategic Finance LabStablecoins, DeFi and the Future of Payments with Caitlin LongMany finance professionals at multinational corporations remain skeptics about cryptocurrencies, including stablecoins. No wonder: Fraud charges tied to the collapse of FTX as well as two stablecoins losing their dollar pegs—Terra and USDC—have fueled well-founded fears about the world of digital assets in the last year. But that’s not the whole story.
To help shed more light on what can seem like an opaque, complicated topic, Caitlin Long, founder and CEO of Custodia Bank, joins NeuGroup founder and CEO Joseph Neu in the newest
2023-05-1033 minStrategic Finance LabFinding Career Success: Embrace Change, Understand YourselfPwC principal Kristen Michaud discusses her career path from biology to finance, and what she’s learned along the way.
In the latest episode of NeuGroup's Strategic Finance Lab podcast, Kristen Michaud, a principal in PwC's Finance Transformation group, joins NeuGroup’s Julie Zawacki-Lucci to discuss what they’ve learned from decades in finance—and advice they wish they’d received earlier in their journeys.
In the podcast, Ms. Michaud discusses her career path, beginning with a biology degree and possible plans for medical school—until her fascination with finance and technology took her to IBM, GE Capi...
2023-04-2730 minStrategic Finance LabSandra Ramos-Alves Told the CFO She Wanted To Be Treasurer One Day. Now She Is.Sandra Ramos-Alves was an assistant treasurer at Celgene when Bristol Myers Squibb bought it in 2019. By June of 2021, she was acting treasurer of BMS. And in October of that year she was named senior vice president and treasurer of the pharmaceutical giant that had acquired the company where she had worked for more than 14 years.
In a Strategic Finance Lab podcast episode you can hear by heading to Apple or Spotify, Ms. Ramos-Alves says she may not have her current position if she hadn’t taken the advice of an insistent mentor and mustered up the courage to...
2023-03-2921 minStrategic Finance LabNurturing a Finance Career and a Family: One Woman’s JourneyHow Emily Backstrom of General Mills navigates career and family, and how the company supports women in finance. In this Strategic Finance Lab podcast marking Women’s History Month, Emily Backstrom, vice president for corporate finance at General Mills, shares with NeuGroup’s Nilly Essaides how she has successfully managed a 21-year career at the company, rising to her current position overseeing enterprise FP&A among other responsibilities.
Ms. Backstrom also discusses the value of deciding to lean into your career at certain times and, at other times, to step back to devote more time to family, as s...
2023-03-1522 minStrategic Finance LabEmpowering Diversity in Finance: Views of Two Women Bank ExecsLoop Capital’s Sidney Dillard and Sobani Warner of Siebert Williams Shank discuss their careers, working at Black-owned firms, the role of D&I coordinators and more.
Many multinational corporations in recent years have increased their commitment to hiring banks, brokerage firms and asset managers that are owned by members of minority groups—so-called diverse-owned firms. NeuGroup is committed to learning and sharing more about these firms, the people who run them and the value they bring to corporates in capital markets transactions and other activities.
So to celebrate Black History Month, this episode of the Stra...
2023-02-2331 minStrategic Finance LabFunding Growth-Tech During a Downturn: A Tech Banker’s InsightsBank of the West’s Andreas Bubenzer-Paim on markets, ChatGPT and bankers helping tech firms weather recessions.
The collapse of the IPO market in 2022 is just one factor weighing on growth-tech firms that need financing as they prepare for a possible economic downturn while watching many mega-cap tech companies eliminate jobs. That’s the backdrop for this timely Strategic Finance Lab podcast conversation with Andreas Bubenzer-Paim, managing director and head of technology banking at Bank of the West. You can listen to it now by heading to Apple or Spotify
Mr. Bubenzer-Paim shares his insights with NeuGr...
2023-02-0930 minStrategic Finance LabChatGPT, AI and the Future of Finance: An FP&A Leader’s VisionBaxter International FP&A head Aaron Bloomer shares insights on how FP&A can lead finance into the digital future.
The buzz surrounding the OpenAI tool ChatGPT has highlighted the power of artificial intelligence and the potential for AI to bring the future of finance forward—in ways that will further disrupt and transform finance organizations.
That’s the jumping-off point for a lively Strategic Finance Lab podcast conversation between NeuGroup’s Justin Jones and Baxter International FP&P leader Aaron Bloomer about AI, advanced analytics and the leading role finance should play as corporations turn ins...
2023-01-2622 minStrategic Finance LabStarting Treasury from Scratch: One Expert’s Not Secret RecipeNVA treasurer Chris Ingoldsby shares insights grounded in his creation of the treasury function at two companies.
Building a complete treasury team is a marathon, not a sprint. However, there’s real value in a new treasurer scoring some quick wins soon after joining a company. That’s according to Chris Ingoldsby, an ultramarathoner who created the treasury function at NVA, and previously built it from the ground up at Riverbed Technology.
You’ll hear more insights from Mr. Ingoldsby about his approach to building treasury from scratch in the newest episode of the Strategic Finance Lab pod...
2022-12-2126 minStrategic Finance LabFresh Takes: Cash Flow, Spending Discipline, Profits and PeopleTimely insights on liquidity and how finance can add value to the business from Chris Ortega of Fresh FP&A.
“Profits are a dream but cash is a reality.” That’s among the timely, on-target insights aimed at CFOs, treasurers and other finance executives in this episode of NeuGroup’s Strategic Finance Lab podcast.
It’s delivered by Chris Ortega, the CEO of Fresh FP&A, a consultancy focused on finance transformation that provides businesses with fractional CFO, FP&A and finance support. Mr. Ortega’s insights are grounded in his extensive background in accounting, audit, FP&A...
2022-11-1023 minStrategic Finance LabThe Importance of Timing When Buying Political Risk InsuranceLaura Burns of WTW explains the benefits of policies that insure losses caused by geopolitical crises in episode nine of NeuGroup’s Strategic Finance Lab podcast.
Russia’s escalating war with Ukraine and rising tensions between the US and China are two big reasons why multinational corporations might want to consider buying political risk insurance—in other regions of the world, where it’s not too late to find coverage.
To learn what corporates need to know about political risk insurance, hit the play button to hear insights from Laura Burns, who heads the political risk practice...
2022-10-2019 minStrategic Finance LabFP&A’s Role in Making Finance an Indispensable Business PartnerIn a world with growing volatility, uncertainty, complexity and ambiguity, also known as VUCA, so grows the importance of finance organizations that can accurately see what’s coming down the pipeline, understand how that will impact the company and how to adjust. And the skills FP&A brings to the table are critical to succeeding in that mission.
In the latest Strategic Finance Lab podcast episode, General Mills CFO Kofi Bruce joins Nilly Essaides, NeuGroup’s managing director of research and insight, to discuss the role FP&A teams must play at organizations navigating an increasingly VUCA worl...
2022-10-0519 minStrategic Finance LabSupporting Diversity Firms: Verizon, Morgan Stanley, WellingtonInfluential issuers, investment banks and investors are pushing to give diversity brokerage firms active roles and more meaningful opportunities in corporate debt deals: NeuGroup’s Strategic Finance Lab podcast, episode 7.
NeuGroup founder and CEO Joseph Neu leads a panel discussion on the roles corporate debt issuers, investment banks and investors can play in providing more meaningful economics and opportunity to banks and brokerage firms owned by Black people, Hispanics, women and other minority group—so-called diversity firms.
On the podcast panel are:
Scott Krohn, treasurer of Verizon, a leader among investment-grade corporate debt issuers supp...
2022-09-0733 minStrategic Finance LabTreasury, Tech and Tennis: Cloudflare Treasurer Christine JensenChristine Jensen brought 15 years of experience working at corporations including eBay and Johnson Controls to Cloudflare last August when the fast-growing cloud platform and cybersecurity company hired her to run treasury. To build a top-notch treasury team, she’s drawing on best practices and perspective learned at other corporates in the US and abroad, her proven ability to thrive under pressure (she’s a three-time Illinois high school state tennis champion) and her determination to make treasury a true strategic partner at Cloudflare.
Ms. Jensen discusses with NeuGroup Insights editor Antony Michels how her experiences working at larg...
2022-08-1018 minStrategic Finance LabPlanning For a Recession: An Interview with WM’s Eric DavisThe likelihood of a US recession is raising the stakes for finance executives whose responsibilities include planning, forecasting and budgeting. And a critical first step to prepare for the future is to learn from the past. That’s among the takeaways from this podcast interview with Eric Davis, a vice president of finance at WM, the company formerly known as Waste Management.
Mr. Davis has been at WM for nearly 25 years, including six as director of financial planning and analysis (FP&A). In his current role, he oversees FP&A, capital management, internal reporting and investor relations. In the...
2022-07-1212 min
Strategic Finance LabESG Investing: An Interview with Marina Severinovsky of SchrodersInvestors who don’t acknowledge that countries and companies are decarbonizing as they commit to net-zero emission goals will find themselves on the “wrong end of a massive flow of capital.” That pragmatic approach to sustainable investing is among the insights you’ll hear in this podcast featuring Marina Severinovsky, Head of Sustainability for North America at Schroders.
In an interview with Nilly Essaides, NeuGroup’s Managing Director for Research and Insight, Ms. Severinovsky
says that a commitment to maximizing returns and minimizing risks is the driving force behind how Schroders integrates ESG principles into investment decisions for its cl...
2022-05-2016 minStrategic Finance LabA Treasurer’s Mission to Make Real Progress on D&IGuest: Tim Muindi, Treasurer and Vice President, ServiceNow
In the third episode of NeuGroup’s Strategic Finance Lab podcast, ServiceNow treasurer Tim Muindi shares about his role in ServiceNow’s $100 million racial equity fund managed by RBC Global Asset Management that aims to boost homeownership, affordable housing and entrepreneurship in 10 Black communities where ServiceNow employees live and work.
In the interview with NeuGroup Insights editor Antony Michels, recorded during Black History Month, Mr. Muindi also shares about challenges he’s faced during the course of a 23-year career when he’s often been the only Black person i...
2022-05-0428 minStrategic Finance LabWomen in Finance: The Importance of MentorshipGuest: Subadra Rajappa, Managing Director and Head of US Rates Strategy, Societe Generale
As Women’s History Month draws to a close, Nilly Essaides, Managing Director for Research and Insight at NeuGroup, discusses some of the obstacles facing women pursuing careers in finance—and the keys to overcome them—with Subadra Rajappa, head of US rates strategy at Societe Generale. Rajappa believes mentorship is the most effective means to promote diversity and inclusion in finance organizations at companies making a concerted effort to retain women and guide those in junior positions to more senior roles. It requires more e...
2022-03-2914 min
Strategic Finance LabESG Reality: Finance Teams Must Help Ensure Corporate Sustainability Promises Are KeptGuest: Stephen Ferguson, leader of The Hackett Group’s Account-to-Report Advisory Practice, EMEA
NeuGroup’s Nilly Essaides, Managing Director for Research and Insight, interviews The Hackett Group’s Stephen Ferguson about the need for financial planning and analysis (FP&A), treasury and other finance teams to take a comprehensive approach to helping corporations make good on achieving their net-zero carbon reduction goals and other environmental, social and governance (ESG) metrics. Ferguson, who advises major European corporations on all aspects of finance, says corporates face a major challenge as regulators start imposing new disclosure standards and companies are evaluat...
2022-03-1419 minThe Treasury Career CornerConnecting Treasurers with Peer Groups with Joseph NeuHow important is it to build connections with other finance and treasury professionals?My guest on this episode of the Treasury Career Corner podcast, Joseph Neu, is the Founder and CEO of NeuGroup, and strongly believes in the power of networking and learning from other finance professionals.Joseph founded NeuGroup 25 years ago to provide insight to treasury and finance leaders to help them succeed. In 2001, he transformed the company into a membership organisation for leading peer knowledge exchange, starting with the tech sector, via peer groups segmented by company size, sector or job role. This...
2020-02-1842 minThe Treasury Career CornerThe State of the US Treasury Recruitment Market with Craig MartinWe’re bringing you something a little different in this episode of the Treasury Career Corner podcast, where I interview our very own Craig Martin about the current state of the US Treasury recruitment market. It’s more of a quick-fire interview session, so you’ll need to hold onto your hats for this one! Craig Martin is the Director of The Treasury Recruitment Company (US) and Senior Executive Advisor at The NeuGroup. Craig is highly experienced in financial markets, corporate treasury and finance. He’s your go-to guy for corporate treasury recruitme...
2018-11-1606 min