PODCAST · business
Strategic Finance Lab
by NeuGroup
Enter a lab where innovation and digital transformation empower senior finance executives to become true strategic partners of the business.NeuGroup’s Strategic Finance Lab delivers thought leadership through conversations with finance executives at leading companies and finance industry experts. Hear how practitioners are advancing finance’s transformation into a strategic partner to the business and driver of enterprise performance by providing data-driven insight to support decision-making. Our vision: to promote a free-flowing knowledge exchange and be a source of innovative solutions.
Episodes
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The Convertible Bond Boom: An Expert Looks Under the Hood
The race to fund AI has corporations raising capital across every market available to them, and a growing number are turning to the convertible bond. Issuance of convertibles set a record in 2025 and is running faster still this year, as companies weigh the lower coupons they offer against a...
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How an Auditor-Turned-Treasurer Creates Value From the Ground Up
Lam Research treasurer Adam King discusses the company’s global expansion, AI and the lessons from audit that continue to shape his approach to treasury. Treasury leaders often talk about becoming a strategic partner to the business. Mr. King believes the path there is more straightforward than...
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AI Boom, Geopolitical Risk: Navigating Debt Market Crosscurrents
Investment-grade debt issuance fueled by hyperscalers continues at a record pace, and a new wave of AI-related IPOs—including filings and preparations by Anthropic, OpenAI and SpaceX—is cause for cautious optimism among investors and corporates. Despite persistent market volatility and…
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A Treasury Tech Leader on Where AI Can Add Value Today
Treasury teams are being asked to move quickly to digitalize, with AI only adding to the pace as the number of tools, use cases and ideas keeps expanding. The challenge for many NeuGroup members is figuring out where to start and what will actually make a difference. In this episode, Dan…
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Treasury Should Expect and Embrace Change, Not Just React to It
Moody’s Corp. Chief Treasury Officer Deepali Chawla joins NeuGroup’s Justin Jones on the Strategic Finance Lab to share how agility, curiosity and a willingness to pivot have shaped her career—and helped drive an award-winning AI transformation in treasury. Early in her career, Ms. Chawla found...
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Private Credit Goes Mainstream for Investment-Grade Corporates
Private credit’s rapid rise is reshaping corporate finance. Once a tool for middle-market borrowers, it’s now a mainstream funding option for investment-grade companies seeking customized, long-term capital solutions. That shift—and what it means for treasury—is the focus of our newest episode,...
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For Treasury4, the AI-Driven Future of Finance Starts With Data
Artificial intelligence is everywhere in finance conversations, including at NeuGroup meetings, where members are eager to understand how the technology will shape treasury. But as Ed Barrie and Randy DeVita of Treasury4 explain to NeuGroup’s Justin Jones in this episode of the Strategic Finance...
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A Fintech Aiming to Make Investing Cash in Repos Easier
TreasurySpring CEO Kevin Cook joins NeuGroup Insights editor Antony Michels on the Strategic Finance Lab to discuss how his fintech is reshaping cash investing through its innovative fixed-term funds (FTFs). Born from lessons learned in the 2008 financial crisis, TreasurySpring’s platform offers...
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AI Accuracy: AtlasFX Model Trounces Manual FX Exposure Forecasts
Scott Bilter of AtlasFX on FX market volatility, using AI to tackle forecast problems, and what he’s hearing from Europe. Hedging currency risk effectively and the FX exposure forecasting it requires got more complicated for many treasury teams in the first half of 2025 as the U.S. dollar slumped...
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An Ideal Treasurer: Strategic Thinker, Storyteller, Data Devotee
Now more than ever, treasurers looking to build stronger teams and advance their own careers need to do far more than master core technical skills. They must be able to communicate their value, embrace change and understand how data and technology are reshaping the function. That’s one of the key...
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Narratives in the Numbers: A Smarter Way To Make Big Decisions
Many executives are drowning in data yet starved for insight. In this episode, risk expert Brian Hagen talks to NeuGroup Insights writer Justin Jones about how narrative framing—paired with AI—can cut through the noise and drive smarter decisions. Mr. Hagen, founder of the Decision Empowerment...
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Treasury as a Value Creator: Laurence Tosi and Ed Barrie
This special episode of the Strategic Finance Lab features a recording of a recent NeuGroup panel featuring WestCap founder Laurence Tosi and Treasury4 co-founder Ed Barrie, moderated by NeuGroup founder and CEO Joseph Neu. The conversation explores what it means to adopt a “treasury-first...
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Beyond TMS: Kyriba’s ‘Liquidity Performance Platform’ Explained
In this episode, Kyriba SVP of Product Solutions & Strategy Thomas Gavaghan describes the differences between a treasury management system (TMS) and the SaaS-based “liquidity performance platform” Kyriba offers and markets to today’s corporate treasury teams. “Where Kyriba has evolved and is...
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A Microsoft Treasurer Reflects on People, Tech and Inclusion
Anita Mehra, who retired in February as Microsoft’s treasurer after a two-decade career at the company, joins NeuGroup founder and CEO Joseph Neu on the latest episode of NeuGroup’s Strategic Finance Lab podcast. In the conversation, Ms. Mehra reflects on her journey, the role of treasury in...
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An Investment Fund Backing Banks Supporting Communities in Need
This episode of the Strategic Finance Lab podcast shines a light on the Mission Driven Bank Fund—a private investment fund that invests in banks that provide credit and financial services to lower-wealth communities, rural communities, and communities of color across the United States. Its goal…
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Gen AI’s ‘Inherent Superpowers’: An Innovation Expert’s Vision
Insights from Mastercard’s Nima Sepasy on finance use cases for solutions built with emerging tech like generative AI. Finance leaders who may be a tad tired of questions from senior executives or board members on how they plan to put the magic of generative artificial intelligence to work should...
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Solving Problems with Spreadsheets, Conviction and Empathy
Todd Thorsen, who overhauled the 401(k) plan while at Medtronic, says ‘cognitive empathy’ is key to collaboration. Mr. Thorsen’s 27-year career in corporate finance and investing has not been carefully choreographed. “I’d love to say there was a master plan, but there really isn’t for me,” he…
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Bechtel’s Treasury Team Finds Value in Tech-Savvy Talent
Breaking down traditional barriers between finance and technology teams is transforming the way treasury departments tackle digital transformation initiatives. At Bechtel Corporation, assistant treasurer Dan Degagne embraced this approach by recruiting fintech expert Shayly Nguyen from the...
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The ‘Crazy Hunger’ Behind a Treasurer’s Decision to Leave HP
Zac Nesper worked long and hard to become treasurer of HP in 2018 after being, in his words, “passed over five times” for the job. He thrived in the role, has a passion for treasury and has high praise for “great bosses” who gave him opportunities and responsibilities in treasury and other areas...
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Seeing Risk Through an Auditor’s Sharp Lens: Bill Brewer of BMS
In this episode, Bristol Myers Squibb’s Bill Brewer, a member of the company's financial risk management (FRM) team, shares insights with NeuGroup’s Justin Jones on the risk mindset he developed in previous roles within audit, and how that informs his current approach. He also shares about the…
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Treasury 4’s Mission: Unlock the Power of Data for Finance Teams
The most sophisticated finance and treasury teams are ahead of the curve in turning heaps of data into actionable insights, often with the aid of visualization tools that tell a story better than just facts and figures. A fintech called Treasury4 wants to make data-driven decision-making more...
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C2FO’s CEO: Early Payment Proponent, Financial Friction Foe
C2FO CEO Sandy Kemper describes how the fintech he founded in 2008 provides fast, flexible access to low-cost working capital to suppliers, some of whom struggle to get bank loans. C2FO’s platform enables large corporations to pay their suppliers early in exchange for a discount set by the...
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Fitch Economist Olu Sonola Sees Mixed Bag for Corporates in 2024
Companies face cooling inflation but elevated wage growth amid a slowing economy with recession unlikely. In this episode, Fitch Ratings’ head of US Regional Economics Olu Sonola paints a relatively positive picture of the economic outlook in 2024, thanks in large part to the strength of the US...
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A Citi Expert’s Mission: Help Treasury Leaders Reach New Heights
Citi’s Ron Chakravarti discusses the keys to treasury success on a new episode of the Strategic Finance Lab podcast. Few people in the world of banking know as much about how corporate treasury teams can raise their games and bring more value to companies than Ron Chakravarti, head of global...
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How a P&G Tax Whiz Quickly Got Comfortable Running Treasury Too
Tadd Fowler wears two big hats at Procter & Gamble, the world’s largest consumer goods company. He’s head of global tax operations—a natural fit for a former PwC tax partner—and also took on the treasurer role in 2021. In the newest episode of The Strategic Finance Lab, he explains how an...
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A Chatham Financial Star Says Clients Are the Stars of the Show
This episode of NeuGroup’s Strategic Finance Lab podcast stars Amol Dhargalkar, the managing partner, board chairman and global head of the corporates sector at Chatham Financial—the risk advisory firm where he has spent more than two decades, his entire working career. You can hear his interview...
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One Man’s Goal: Leveling the Playing Field for FX Trades
Just Technologies CEO Anders Bakke wants to give corporates pricing data that lets them negotiate better with banks. In the newest episode of NeuGroup’s Strategic Finance Lab podcast, NeuGroup founder and CEO Joseph Neu talks with a man on a mission to bring more pricing transparency to corporate...
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Airbnb Treasurer Brian Moore’s Healthy Skepticism About Crypto
Healthy skepticism and sharp critical thinking are governing principles for Airbnb treasurer Brian Moore. In this episode, he explains how a critical—but not negative—approach provided the framework for deciding whether Airbnb should start accepting cryptocurrency from guests who use its booking...
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Wanted: Strategic CFOs Who Drive Revenue and See Risk Holistically
Steve Rosvold envisions chief financial officers and their teams using analysis skills to drive sales, while taking a wide view of risk. In the newest episode of NeuGroup’s Strategic Finance Lab podcast, Rosvold, the founder and chief learning officer of CFO.University, shares a vision of the...
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Stablecoins, DeFi and the Future of Payments with Caitlin Long
Many finance professionals at multinational corporations remain skeptics about cryptocurrencies, including stablecoins. No wonder: Fraud charges tied to the collapse of FTX as well as two stablecoins losing their dollar pegs—Terra and USDC—have fueled well-founded fears about the world of...
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Finding Career Success: Embrace Change, Understand Yourself
PwC principal Kristen Michaud discusses her career path from biology to finance, and what she’s learned along the way. In the latest episode of NeuGroup's Strategic Finance Lab podcast, Kristen Michaud, a principal in PwC's Finance Transformation group, joins NeuGroup’s Julie Zawacki-Lucci to...
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Sandra Ramos-Alves Told the CFO She Wanted To Be Treasurer One Day. Now She Is.
Sandra Ramos-Alves was an assistant treasurer at Celgene when Bristol Myers Squibb bought it in 2019. By June of 2021, she was acting treasurer of BMS. And in October of that year she was named senior vice president and treasurer of the pharmaceutical giant that had acquired the company where she...
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Nurturing a Finance Career and a Family: One Woman’s Journey
How Emily Backstrom of General Mills navigates career and family, and how the company supports women in finance. In this Strategic Finance Lab podcast marking Women’s History Month, Emily Backstrom, vice president for corporate finance at General Mills, shares with NeuGroup’s Nilly Essaides how…
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Empowering Diversity in Finance: Views of Two Women Bank Execs
Loop Capital’s Sidney Dillard and Sobani Warner of Siebert Williams Shank discuss their careers, working at Black-owned firms, the role of D&I coordinators and more. Many multinational corporations in recent years have increased their commitment to hiring banks, brokerage firms and asset managers...
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Funding Growth-Tech During a Downturn: A Tech Banker’s Insights
Bank of the West’s Andreas Bubenzer-Paim on markets, ChatGPT and bankers helping tech firms weather recessions. The collapse of the IPO market in 2022 is just one factor weighing on growth-tech firms that need financing as they prepare for a possible economic downturn while watching many mega-cap...
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ChatGPT, AI and the Future of Finance: An FP&A Leader’s Vision
Baxter International FP&A head Aaron Bloomer shares insights on how FP&A can lead finance into the digital future. The buzz surrounding the OpenAI tool ChatGPT has highlighted the power of artificial intelligence and the potential for AI to bring the future of finance forward—in ways that will...
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Starting Treasury from Scratch: One Expert’s Not Secret Recipe
NVA treasurer Chris Ingoldsby shares insights grounded in his creation of the treasury function at two companies. Building a complete treasury team is a marathon, not a sprint. However, there’s real value in a new treasurer scoring some quick wins soon after joining a company. That’s according to...
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Fresh Takes: Cash Flow, Spending Discipline, Profits and People
Timely insights on liquidity and how finance can add value to the business from Chris Ortega of Fresh FP&A. “Profits are a dream but cash is a reality.” That’s among the timely, on-target insights aimed at CFOs, treasurers and other finance executives in this episode of NeuGroup’s Strategic…
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The Importance of Timing When Buying Political Risk Insurance
Laura Burns of WTW explains the benefits of policies that insure losses caused by geopolitical crises in episode nine of NeuGroup’s Strategic Finance Lab podcast. Russia’s escalating war with Ukraine and rising tensions between the US and China are two big reasons why multinational corporations...
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FP&A’s Role in Making Finance an Indispensable Business Partner
In a world with growing volatility, uncertainty, complexity and ambiguity, also known as VUCA, so grows the importance of finance organizations that can accurately see what’s coming down the pipeline, understand how that will impact the company and how to adjust. And the skills FP&A brings to the...
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Supporting Diversity Firms: Verizon, Morgan Stanley, Wellington
Influential issuers, investment banks and investors are pushing to give diversity brokerage firms active roles and more meaningful opportunities in corporate debt deals: NeuGroup’s Strategic Finance Lab podcast, episode 7. NeuGroup founder and CEO Joseph Neu leads a panel discussion on the roles...
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Treasury, Tech and Tennis: Cloudflare Treasurer Christine Jensen
Christine Jensen brought 15 years of experience working at corporations including eBay and Johnson Controls to Cloudflare last August when the fast-growing cloud platform and cybersecurity company hired her to run treasury. To build a top-notch treasury team, she’s drawing on best practices and...
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Planning For a Recession: An Interview with WM’s Eric Davis
The likelihood of a US recession is raising the stakes for finance executives whose responsibilities include planning, forecasting and budgeting. And a critical first step to prepare for the future is to learn from the past. That’s among the takeaways from this podcast interview with Eric Davis…
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ESG Investing: An Interview with Marina Severinovsky of Schroders
Investors who don’t acknowledge that countries and companies are decarbonizing as they commit to net-zero emission goals will find themselves on the “wrong end of a massive flow of capital.” That pragmatic approach to sustainable investing is among the insights you’ll hear in this podcast…
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A Treasurer’s Mission to Make Real Progress on D&I
Guest: Tim Muindi, Treasurer and Vice President, ServiceNow In the third episode of NeuGroup’s Strategic Finance Lab podcast, ServiceNow treasurer Tim Muindi shares about his role in ServiceNow’s $100 million racial equity fund managed by RBC Global Asset Management that aims to boost...
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Women in Finance: The Importance of Mentorship
Guest: Subadra Rajappa, Managing Director and Head of US Rates Strategy, Societe Generale As Women’s History Month draws to a close, Nilly Essaides, Managing Director for Research and Insight at NeuGroup, discusses some of the obstacles facing women pursuing careers in finance—and the keys to...
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ESG Reality: Finance Teams Must Help Ensure Corporate Sustainability Promises Are Kept
Guest: Stephen Ferguson, leader of The Hackett Group’s Account-to-Report Advisory Practice, EMEA NeuGroup’s Nilly Essaides, Managing Director for Research and Insight, interviews The Hackett Group’s Stephen Ferguson about the need for financial planning and analysis (FP&A), treasury and other...
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ABOUT THIS SHOW
Enter a lab where innovation and digital transformation empower senior finance executives to become true strategic partners of the business.NeuGroup’s Strategic Finance Lab delivers thought leadership through conversations with finance executives at leading companies and finance industry experts. Hear how practitioners are advancing finance’s transformation into a strategic partner to the business and driver of enterprise performance by providing data-driven insight to support decision-making. Our vision: to promote a free-flowing knowledge exchange and be a source of innovative solutions.
HOSTED BY
NeuGroup
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Strategic Finance Lab currently has 47 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Strategic Finance Lab about?
Enter a lab where innovation and digital transformation empower senior finance executives to become true strategic partners of the business.NeuGroup’s Strategic Finance Lab delivers thought leadership through conversations with finance executives at leading companies and finance industry experts....
How often does Strategic Finance Lab release new episodes?
Strategic Finance Lab has 47 episodes. Check the episode list to see recent publication dates and frequency.
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Strategic Finance Lab is created and hosted by NeuGroup.
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