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𝗡𝗲𝘅𝘁 𝗦𝘁𝗼𝗽: 𝗖𝗵𝗶𝗰𝗮𝗴𝗼 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀 On November 11–12, members of 𝗡𝗲𝘂𝗚𝗿𝗼𝘂𝗽 𝗳𝗼𝗿 𝗗𝗲𝗳𝗶𝗻𝗲𝗱 𝗕𝗲𝗻𝗲𝗳𝗶𝘁 (𝗗𝗕) 𝗮𝗻𝗱 𝗗𝗲𝗳𝗶𝗻𝗲𝗱 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 (𝗗𝗖) 𝗣𝗹𝗮𝗻 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 and select guests will gather in Chicago to tackle the decisions reshaping retirement benefits. As funded positions improve and retirement expectations evolve, plan sponsors are reassessing pension surplus and endgame strategies, PRT, retirement income solutions and DC investment lineups—and asking whether defined benefit and defined contribution are beginning to converge. Bringing deep expertise to the conversation, Athene will explore the evolving PRT landscape, surplus utilization and OCIO solutions, while Vitera, an affiliate of Apollo Global Management, Inc., will examine innovations in guaranteed lifetime income and the transition from accumulation to decumulation. Don’t miss the opportunity to connect with peers, compare approaches and contribute your perspective in Chicago. 𝗘𝘅𝗽𝗹𝗼𝗿𝗲 𝘁𝗵𝗲 𝗮𝗴𝗲𝗻𝗱𝗮 𝗮𝗻𝗱 𝗿𝗲𝗾𝘂𝗲𝘀𝘁 𝗿𝗲𝗴𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝗵𝗲𝗿𝗲: https://lnkd.in/gc2VEx8r Direct message Ted Howard for questions on this event or membership or click here: https://lnkd.in/eCfRTRxe Contact Chris Riordan to learn about future partnership opportunities or click here: https://lnkd.in/gpTtSBMj

Treasury at an emerging company rarely begins with a perfect blueprint. More often, it begins when something breaks. A forecast misses. Liquidity becomes unclear. An exposure is flagged. And suddenly, treasury must mature at the same speed as the business. NeuGroup’s guide, 𝗘𝗺𝗲𝗿𝗴𝗶𝗻𝗴 𝗚𝗿𝗼𝘄𝘁𝗵 𝗧𝗿𝗲𝗮𝘀𝘂𝗿𝘆: 𝗔 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲 𝗳𝗼𝗿 𝗡𝗲𝘄 𝗧𝗿𝗲𝗮𝘀𝘂𝗿𝗲𝗿𝘀, brings together practical, peer-informed insights for finance leaders building a treasury function under pressure. The guide follows the path many growing teams take: • Building the team and operating model • Establishing liquidity discipline and policies • Strengthening forecasting and technology • Developing FX and risk-management programs • Preparing for ratings, revolvers, debt issuance and centralization 𝗧𝗵𝗲 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝗺𝗮𝗱𝗲 𝗲𝗮𝗿𝗹𝘆 𝗰𝗮𝗻 𝘀𝗵𝗮𝗽𝗲 𝗮 𝘁𝗿𝗲𝗮𝘀𝘂𝗿𝘆 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗳𝗼𝗿 𝘆𝗲𝗮𝗿𝘀. This resource helps new treasurers learn from peers who have already navigated them. 𝗘𝘅𝗽𝗹𝗼𝗿𝗲 𝗺𝗼𝗿𝗲 𝗵𝗲𝗿𝗲: https://lnkd.in/giM5b4V3 #CorporateTreasury #Treasury #FinanceLeadership #EmergingMarkets

We are extremely excited to officially announce SAP Taulia as the inaugural sponsor of 𝗡𝗲𝘂𝗚𝗿𝗼𝘂𝗽’𝘀 𝟮𝟬𝟮𝟲 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝗔𝘄𝗮𝗿𝗱𝘀! A 𝗴𝗹𝗼𝗯𝗮𝗹 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗮𝗻𝗱 𝗳𝗶𝗻𝘁𝗲𝗰𝗵 𝗹𝗲𝗮𝗱𝗲𝗿, SAP Taulia delivers 𝗔𝗜-𝗽𝗼𝘄𝗲𝗿𝗲𝗱 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 that unlock liquidity, strengthen supply chain resilience and create new opportunities for growth. Its platform—seamlessly embedded into SAP Business Suite—processes more than $500 billion each year and is trusted by the world’s largest companies. Together, NeuGroup and SAP Taulia will 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲 𝘁𝗿𝗲𝗮𝘀𝘂𝗿𝘆, 𝗽𝗿𝗼𝗰𝘂𝗿𝗲𝗺𝗲𝗻𝘁, 𝘀𝘂𝗽𝗽𝗹𝘆 𝗰𝗵𝗮𝗶𝗻 𝗮𝗻𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗲 𝘁𝗲𝗮𝗺𝘀 𝘁𝘂𝗿𝗻𝗶𝗻𝗴 𝗯𝗼𝗹𝗱 𝗶𝗱𝗲𝗮𝘀 𝗮𝗻𝗱 𝗰𝗿𝗼𝘀𝘀-𝗳𝘂𝗻𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻 𝗶𝗻𝘁𝗼 𝗺𝗲𝗮𝘀𝘂𝗿𝗮𝗯𝗹𝗲 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝘃𝗮𝗹𝘂𝗲. The nomination period is now open across 𝗳𝗶𝘃𝗲 𝗰𝗮𝘁𝗲𝗴𝗼𝗿𝗶𝗲𝘀: • 𝗧𝗿𝗲𝗮𝘀𝘂𝗿𝘆–𝗣𝗿𝗼𝗰𝘂𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽 • 𝗦𝘂𝗽𝗽𝗹𝘆 𝗖𝗵𝗮𝗶𝗻 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲 • 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 • 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 • 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 An independent council of corporate practitioners and industry experts will evaluate submissions based on their 𝘀𝘁𝗿𝗲𝗻𝗴𝘁𝗵, 𝘀𝗰𝗼𝗽𝗲 𝗮𝗻𝗱 𝗺𝗲𝗮𝘀𝘂𝗿𝗮𝗯𝗹𝗲 𝗶𝗺𝗽𝗮𝗰𝘁. Honorees will be recognized publicly and featured in a research report distributed this fall. 𝗪𝗵𝗼 𝗶𝘀 𝘀𝗲𝘁𝘁𝗶𝗻𝗴 𝗮 𝗻𝗲𝘄 𝘀𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝗶𝗻 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗰𝗮𝗽𝗶𝘁𝗮𝗹? Share your team’s story—or nominate a colleague or peer whose work deserves recognition—𝗯𝘆 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟰, 𝟮𝟬𝟮𝟲. Nominations may be submitted electronically here: https://lnkd.in/gRm72ajf Direct message Joseph Bertran with questions or for more information. #WorkingCapital #Treasury #FinanceInnovation #SupplyChain #Procurement #ValidatedInsight #EnabledOutcomes

Most treasury management system decisions happen every few years. Questions about vendors, upgrades, satisfaction, roadmaps and implementation challenges 𝗵𝗮𝗽𝗽𝗲𝗻 𝗲𝘃𝗲𝗿𝘆 𝗱𝗮𝘆 within the #NeuGroup Network. That's why we're excited to share 𝗡𝗲𝘂𝗚𝗿𝗼𝘂𝗽'𝘀 𝗧𝗿𝗲𝗮𝘀𝘂𝗿𝘆 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗕𝗲𝗻𝗰𝗵𝗺𝗮𝗿𝗸𝗶𝗻𝗴 𝗥𝗲𝗽𝗼𝗿𝘁, based on data from 226 member companies. A few highlights: • Nearly 86% of members use a TMS • Kyriba is the most widely used platform • SAP remains the dominant ERP provider 𝗕𝘂𝘁 𝘁𝗵𝗲 𝗿𝗲𝗽𝗼𝗿𝘁 𝗶𝘀 𝗼𝗻𝗹𝘆 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝘀𝘁𝗼𝗿𝘆. The 𝗿𝗲𝗮𝗹 𝘃𝗮𝗹𝘂𝗲 𝗰𝗼𝗺𝗲𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀 treasury practitioners are having every day through 𝗡𝗲𝘂𝗚𝗿𝗼𝘂𝗽'𝘀 𝗧𝗠𝗦 𝘂𝘀𝗲𝗿 𝗴𝗿𝗼𝘂𝗽𝘀, 𝗧𝗠𝗦 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 𝗺𝗲𝗲𝘁𝘂𝗽𝘀 and the broader 𝗡𝗲𝘂𝗚𝗿𝗼𝘂𝗽 𝗳𝗼𝗿 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 (NGTT) community. This report captures a moment in time. 𝗢𝘂𝗿 𝗺𝗲𝗺𝗯𝗲𝗿 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 𝗸𝗲𝗲𝗽𝘀 𝘁𝗵𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗰𝘂𝗿𝗿𝗲𝗻𝘁. 𝗗𝗼𝘄𝗻𝗹𝗼𝗮𝗱 𝘁𝗵𝗲 𝗿𝗲𝗽𝗼𝗿𝘁 𝗯𝗲𝗹𝗼𝘄 and contact Joseph Bertran directly for more information about NeuGroup's benchmarking initiatives and research partnership opportunities. https://lnkd.in/gSWsjfVi #ValidatedInsightEnabledOutcomes #TMS #ERP #TreasuryTechnology

How are record levels of investment-grade issuance, rising hyperscaler financing needs and renewed AI IPO momentum 𝗰𝗿𝗲𝗮𝘁𝗶𝗻𝗴 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗳𝗼𝗿 𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗶𝘀𝘀𝘂𝗲𝗿𝘀, even amid geopolitical uncertainty and market volatility? In the latest #StrategicFinanceLab, Loop Capital’s Sidney Dillard shares what treasury teams should be watching and how they can stay positioned to capitalize on market opportunities: • Stay closely connected to market developments • Understand your financing windows • Be ready to act when conditions align Listen to the full conversation on Apple podcasts here: https://lnkd.in/exSjxRhw or Spotify here: https://lnkd.in/euTmaGYd #CapitalMarkets #Treasury #AI #InvestmentGrade #CorporateDebt

As retirement plan sponsors navigate rising complexity, one theme is impossible to ignore: 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗮𝘀𝘀𝗲𝘁𝘀 𝗮𝗿𝗲 𝗺𝗼𝘃𝗶𝗻𝗴 𝗶𝗻𝘁𝗼 𝘁𝗵𝗲 𝗺𝗮𝗶𝗻𝘀𝘁𝗿𝗲𝗮𝗺 of both 𝗱𝗲𝗳𝗶𝗻𝗲𝗱 𝗯𝗲𝗻𝗲𝗳𝗶𝘁 and 𝗱𝗲𝗳𝗶𝗻𝗲𝗱 𝗰𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 𝗽𝗹𝗮𝗻 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁. At the upcoming NeuGroup for DB & DC Plan Management 2026 H1 Meeting, sponsored and hosted by MetLife Investment Management in New York City on June 9–10, plan leaders will come together to benchmark strategies, share lessons learned and discuss the issues reshaping retirement plans today. Key topics include: • The rise of private assets in DC plans • Balancing opportunity and complexity in DB plan investing • Retirement income implementation strategies • Forfeiture litigation and emerging fiduciary risks Beyond the agenda, the meeting will deliver what NeuGroup members value most: candid peer exchange, practical benchmarking and 𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗯𝗹𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 from professionals tackling many of the same challenges—leaving attendees with ideas and strategies they can immediately put into practice. Request registration here: https://lnkd.in/e8d2UR7n Explore NeuGroup membership here: https://lnkd.in/ec_Uuzcw Direct message Ted Howard for more information on this peer group and event or Chris Riordan to explore future partnership opportunities #RetirementPlans #DefinedBenefit #DefinedContribution #InstitutionalInvesting #Pensions #401k #Treasury #PrivateAssets