Strategic Finance Lab

NeuGroup
  • 5.0 (6)
  • BUSINESS

Enter a lab where innovation and digital transformation empower senior finance executives to become true strategic partners of the business. NeuGroup’s Strategic Finance Lab delivers thought leadership through conversations with finance executives at leading companies and finance industry experts. Hear how practitioners are advancing finance’s transformation into a strategic partner to the business and driver of enterprise performance by providing data-driven insight to support decision-making. Our vision: to promote a free-flowing knowledge exchange and be a source of innovative solutions.

  1. 5D AGO

    Private Credit Goes Mainstream for Investment-Grade Corporates

    Private 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 available in public markets.

    26 min

  2. OCT 1

    For Treasury4, the AI-Driven Future of Finance Starts With Data

    Artificial 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 outline how years of banking history can be rapidly onboarded, defined and organized, creating the foundation for AI and machine learning to deliver meaningful forecasts and new visibility for treasury teams. Both emphasize that adopting AI in treasury is a journey, not a flip of a switch. With the right structure, data moves from scattered puzzle pieces to a clear picture that allows corporates to connect transactions, spot exceptions and generate insights that support better decision-making.

    42 min

  3. SEP 3

    A Fintech Aiming to Make Investing Cash in Repos Easier

    TreasurySpring 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 unsecured deposits—and how TreasurySpring reduces the barriers to entry from years to minutes. Listen to learn how technology and a new investment vehicle are giving treasury teams more options when investing corporate cash.

    35 min

  4. JUL 23

    AI Accuracy: AtlasFX Model Trounces Manual FX Exposure Forecasts

    Scott 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 discuss how artificial intelligence is transforming FX exposure forecasting.

    33 min

  5. JUN 4

    An Ideal Treasurer: Strategic Thinker, Storyteller, Data Devotee

    Now 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 with tips for professionals preparing for their next step, whether or not they’re actively searching.

    49 min

  6. MAY 28

    Narratives in the Numbers: A Smarter Way To Make Big Decisions

    Many 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 corporate client saved millions by canceling risk mitigation efforts with negative ROI. Another restructured its insurance portfolio to better protect enterprise value—without increasing costs. Plus, learn how Mr. Hagen’s new venture, GENAIDA, uses generative AI to accelerate and enhance risk assessment—cutting weeks of work down to hours while empowering, not replacing, human judgment.

    38 min

  7. MAY 7

    Treasury as a Value Creator: Laurence Tosi and Ed Barrie

    This 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 his time at Microsoft, Itron and Tableau and outlines the product vision behind Treasury4. Listeners will hear why WestCap chose Treasury4 as a strategic partner—and why both speakers believe treasurers are uniquely positioned to lead in a future shaped by real-time payments and embedded financial intelligence.

    45 min

  8. APR 16

    Beyond TMS: Kyriba’s ‘Liquidity Performance Platform’ Explained

    In 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.” The goal, he adds, is to give “companies the ability not just to see what they have or don’t have, but actually ‘action’ what they need to do in relation to liquidity, specifically on the receivable and payables arms of their working capital. Being able to help customers operate the cash conversion cycle.” Sponsored by Kyriba

    36 min
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Ratings & Reviews

5
out of 5
6 Ratings

About

Enter a lab where innovation and digital transformation empower senior finance executives to become true strategic partners of the business. NeuGroup’s Strategic Finance Lab delivers thought leadership through conversations with finance executives at leading companies and finance industry experts. Hear how practitioners are advancing finance’s transformation into a strategic partner to the business and driver of enterprise performance by providing data-driven insight to support decision-making. Our vision: to promote a free-flowing knowledge exchange and be a source of innovative solutions.

Information

  • Creator
    NeuGroup
  • Years Active
    2022 - 2025
  • Episodes
    42
  • Rating
    Clean
  • Copyright
    © NeuGroup
  • Show Website
    Strategic Finance Lab

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