NeuGroup Tech Summit 2026: Growth Tech Treasurers
Overview
The agenda will address key challenges members are facing, including ongoing global macroeconomic uncertainty, AI investments, supply chain and working capital pressures, technology stacks and the ever-present demand for Treasury to deliver more with less.
The meeting will feature presentations, roundtable discussions and many opportunities for networking designed to strengthen peer connections and knowledge sharing. A detailed agenda will come closer to the event, but some topics could include:
- Macroeconomic Challenges in 2027 and beyond
- Capital Structure and External Funding: Opportunities and challenges for growing companies
- AI Use Cases in Treasury
- Forecasting Liquidity Discipline: Cash forecasting, liquidity visibility, working capital, collections, trapped cash, and FP&A coordination
- Treasury Data Strategy: Data quality, data lakes, dashboards, governance, ERP/TMS integration and reusable treasury data structures
- AI Investment Discipline: Capital allocation, investor messaging, commitments, funding strategy, and free cash flow
- Scaling Treasury Infrastructure: ERP migrations, TMS evaluations, API connectivity, global liquidity structures, FX program scaling, and operational controls
- Stablecoins in Corporate Treasury
Carmel Valley Ranch is a truly special destination, and we encourage members to make it a family trip this year. We'll offer some organized children's activities at the resort, along with recommendations for local dining, attractions, and family-friendly experiences so your loved ones can make the most of their time in Carmel while you're attending the Summit. Additionally, the resort offers childcare for a fee at their Adventure Den.
Schedule at a Glance
Wednesday, November 4, 2026
6:00pm - 9:00 pm: Welcome Reception and Dinner | Vintner Room - Carmel Valley Ranch, 1 Old Ranch Rd, Carmel, CA 93923
Thursday, November 5, 2026
8:00am - 5:00pm: Full-Day Peer Group Meeting | Redwood Room - Carmel Valley Ranch, 1 Old Ranch Rd, Carmel, CA 93923
Continuing Education Credits
NeuGroup is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
This event is eligible for up to 10 CPE credits.
Chatham House Rules
All NeuGroup meetings and engagements are conducted under the Chatham House Rule. By participating in the event, you agree to adhere to this standard. As a reminder, there should be no discussions or collusion with your competitors of agreements or concerted actions that may restrain competition. This includes the improper exchange of information concerning company specific current or future prices, price levels, pricing formulas, credit terms, discounts, costs, terms, or other features that can impact prices.
