Tech Treasurers and Growth-Tech Treasurers Unite at Tech Strategic Finance Summit

Last month, NeuGroup’s two tech-focused groups came together at a summit sponsored by Fitch Ratings and RBC Capital Markets to meet old friends in person for the first time in over two years—and make some new ones.

The two tech groups range from Big Tech giants to specialty tech firms and many in between. Bringing all these companies together is part of our grand plan to expand and reshuffle our tech groups, while also providing opportunities for them to network with each other.

The groups convened for a dinner, kicked off with a keynote from George Davis , group alum and former CFO of Intel, Qualcomm and Applied Materials (three Tech20 member companies), who had a clear message for all in attendance: Don’t wait for an invite to impact strategy .

Sessions throughout the following day featured discussions on the rate outlook, capital structure, cryptocurrency and our trademark: A sponsor-free projects and priorities session.

Walk and talk foursomes also mixed and matched new and old contacts, providing a safe space to share tips, advice and knowledge—or even just to connect on shared issues.

Thanks to support from our sponsors, Nick Heslip and the team from RBC Capital Markets and Scott Cassie and team from Fitch Ratings , the meeting was a successful way to unite our oldest group and our most promising.

NeuGroup for Growth-Tech Treasurers is for tech company treasurers, VP Finance professionals or other finance leaders with a mandate to build a foundational strategic treasury function to support rapid business expansion and execute a capital plan and capital structure framework to leverage public capital market opportunities. The shared aims are to go beyond best practice in terms of scalability, leveraging new bank and fintech ecosystems for funding, working capital, payments, collections and liquidity management infrastructure—as well as business support.

NeuGroup for Tech Treasurers is for treasurers of the largest tech sector leaders who aim to support the longevity of their leading businesses and maintain growth options with the ability to enter into new sizable markets at scale and with competitive advantages of substantial internal and external capital sources plus a highly-scalable and flexible finance operations as a service platform. The also serve their CFOs and senior leadership to deliver on sizable shareholder and stakeholder expectations.