From Cash to Collaboration: How Treasurers Can Transform Through Peer Learning and Partnership

Is the treasury function still confined to risk management and cash preservation? Not anymore.

In this weeks’ episode with returning guest Joseph Neu, Founder and CEO of NeuGroup, we discover how the role of corporate treasury is undergoing a radical transformation. Treasury is stepping out of the back office and into a strategic spotlight – enabling profit, shaping business decisions, and influencing the future of finance. Learn what it really takes to evolve from technical operator to strategic business partner in a world driven by automation, AI, and cross-functional collaboration.

Listen on:

Featuring

Joseph Neu on treasury Podcast

Joseph Neu

Founder and CEO of NeuGroup

Mike Richards

CEO, The Treasury Recruitment Company

About this episode

This week, we welcome back a trailblazer in the treasury world – Joseph Neu, Founder and CEO of NeuGroup. With over three decades of experience creating and facilitating peer groups for the world’s top finance professionals, Joseph offers a rare, research-driven lens on how the treasury function has shifted and where it’s headed next.

In this episode, Joseph shares lessons learned from 30+ years of sitting at the table with treasury leaders across industries. From the early days of derivative disasters and newsletters to today’s AI-enabled finance transformation, Joseph reveals how treasury has quietly become one of the most impactful functions within modern corporations.

Listeners will gain behind-the-scenes insights into how peer learning empowers finance leaders, why treasury must move beyond technical silos, and what skills the next generation of treasurers must develop to thrive in an evolving landscape.

Main topics discussed:

  • Joseph’s journey from researcher to leader of influential peer groups in the treasury space
  • How the NeuGroup model fosters high-value, curated peer learning for finance leaders
  • The biggest shifts in treasury over the past 30 years – from derivative disasters to AI integration
  • Why treasury is moving from a support function to a strategic business partner
  • How AI and automation are reshaping the scope of treasury roles
  • Common pitfalls in treasury tech implementations and how to avoid them
  • How to measure the success and value of treasury teams in a non-profit-generating function
  • Advice for current and future treasury leaders at every level
  • Why peer networking is non-negotiable for treasury professionals

You can connect with Joseph Neu on LinkedIn.

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We’re thrilled to share that Treasury Career Corner podcast episodes now qualify for CTP and FPAC recertification credits through the AFP’s Independent Study category.

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Podcast 376 Joseph NeuQuiz

Thanks for listening to the podcast.

Get 80% of the answers correct in this quiz to be awarded 0.6 credits for this 30 min episode.

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1 / 6

What inspired Joseph Neu to start Neu Group after leaving The Economist Group?

2 / 6

How does Joseph describe the evolution of peer groups at Neu Group?

3 / 6

According to Joseph, what is one major way treasury’s role has changed over 30 years?

4 / 6

What is a common technology-related mistake Joseph sees treasurers make?

5 / 6

What does Joseph say is crucial for treasurers who want to grow into CFO roles?

6 / 6

What key piece of advice did Joseph offer for treasury professionals at all levels?

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