Time for a Treasury X-Ray: Stop Leaving Money on the Table

# Cross-Network

Many companies leave substantial money on the table with operating bank relationships. Not in fees, which are visible but often the smallest component. But in liquidity idling in accounts, FX converted piecemeal, payments on expensive paths, and accounts that arrived with every acquisition and never left.

Inaction is rational on both sides. Your team is busy, the setup feels efficient, fees are already itemized, and no KPI you run is measured on what the structure leaves behind. Your banks earn from the status quo where they already hold the wallet. The one pitching you raises it only where it wins the business. The result: bank wallet allocation can follow history rather than value.

Breaking the logjam takes a party with no stake in the status quo. That is what a peer group is for.

What this session is about:

Defining the layers of opportunity - so you form a view of which holds your largest unexamined value

The peer distribution - so you see what you have in common with the group in opportunity and what blocks them

Your decision on whether to join the Fall Execution Sprint

What we ask of you: Two questions at registration: where you see the most opportunity, and what is blocking you from capturing it. No other data sharing is required to attend.

What comes next — the fall Execution Sprint (Optional): Participants size the opportunity layer by layer on their own data, peer data anonymized, no providers in the room. The output is an evidence-based diagnostic: ranges and evidence for the business case if the opportunity is there, and a data-grounded hand for the next bank conversation. A survey follows this call for members who proceed.

Session Leader:

Joseph Neu, Founder and CEO, NeuGroup

Ron Chakravarti, Senior Executive Advisor, NeuGroup

He spent nearly two decades at Citi, latterly as Managing Director and Global Head of Client Advisory for Treasury and Trade Solutions, where he built Citi Treasury Diagnostics and advised many of the world's largest corporate treasuries across Asia, Europe and the Americas.

Event has finished

6:00 PM - 6:45 PM GMT

September 10, 2026

Online

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