Treasury Transformation

Seismic Shifts in Tech and Business Models Are Disrupting Treasury

Here is how NeuGroup peer companies are managing transformation

NeuGroup Peer Research surveyed treasurer and assistant treasurer peer groups to find out how and why they are changing their treasury organizations to remain best in class. More than two-thirds of responding members have completed a recent treasury transformation project, have one currently underway, or plan to begin one in 2018. This continues the trend NeuGroup has observed over the last few meeting cycles for widespread firm-wide and functional change.

In this report you will:

  • Understand why treasury transformation projects are a top priority
  • Find out from your peers what works and what doesn’t work during intense change
  • How to align your treasury with the future growth and development of the company
  • Define a roadmap that establishes the end-state vision of your own transformation


Connect to Knowledge Exchange

This report is based on the aggregated survey results from 100 top companies who are members of the NeuGroup Network of peer groups. In addition to surveys, this report distills face-to-face discussions during member meetings, where members discussed the details of transformation projects and the lessons learned that provide steps to emulate and pitfalls to avoid for their fellow members in the throes of the process. With this report, you will tap into this knowledge exchange with the five key things that members have identified as critical in any transformation project.

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Treasury Transformation Report, 5 pages, $125.

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NeuGroup Peer Research

NeuGroup Peer Research conducts research, surveys and other benchmarking across the NeuGroup Network, which includes more than 400 members across 18 active, invitation-only peer
groups. This research forms the basis of NeuGroup Knowledge, which highlights what we learn from our unique access to survey data, trends and insight of world-leading treasury and finance professionals interacting across the NeuGroup Network.

NeuGroup Network

For more than two decades, NeuGroup has lead the way in peer knowledge exchange for treasury and finance professionals. With an unrivaled network of 18 invitation-only peer groups, NeuGroup facilitates over 30 face-to-face meetings to inform actions, transform practices, and enhance careers for more than 400 members from across treasury and finance functions, covering multiple industries and global regions.



For more than 20 years, iTreasurer has been the premier source of knowledge exchange, best practices and benchmarking for world-leading treasury professionals.  iTreasurer takes the real-world experience from an extensive treasury network to produce articles, news, case studies and reports that are specifically meaningful to treasury best practice.