2026 Template IP Peer Group Meeting

Overview

The NeuGroup for Capital Markets will gather at the Wells Fargo Innovation Center in Menlo Park, CA for their first half 2025 meeting, which is also sponsored by Wells Fargo. Members will discuss various common challenges their function face amidst a volatile economic environment that includes shifting tariff policies, a growing AI opportunity, and continued international complexity. In addition to collaborating on the standard Capital Markets work list, the practitioners will also continue to build meaningful relationships via social gatherings and lead dynamic, interactive sessions.

Schedule at a Glance

Wednesday, July 1, 2026

8:00am - 5:00pm: Full-Day Peer Group Meeting -Wells Fargo Innovation Center, 1302 El Camino Real, Menlo Park, CA

5:30 - 8:30 pm: Reception and Dinner -Che Fico, 1302 El Camino Real, Menlo Park, CA

Thursday, July 2, 2026

8:00am - 12:00pm: Half-Day Peer Group Meeting -Wells Fargo Innovation Center, 1302 El Camino Real, Menlo Park, CA

Hotel Recommendations

Sheraton Palo Alto - 625 El Camino Real, Palo Alto, CA 94301

Crown Plaza Palo Alto - 4290 El Camino Real Palo Alto, California 94306

Courtyard Redwood City - 600 Bair Island Road, Redwood City, CA 94066

Agenda

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 15 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.