Speakers included:

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Garima Thakur

Global treasurer and risk leader Creative Artists Agency

X



Garima Thakur

Global treasurer and risk leader Creative Artists Agency

Garima Thakur is a seasoned Senior Treasury and Finance Executive with extensive expertise in global treasury management, capital markets, corporate finance and risk management. With a distinguished career spanning multiple industries, she has consistently delivered strategic leadership and financial acumen at the highest levels. Garima’s illustrious career includes pivotal roles such as Global Treasurer for TaylorMade Golf Company, a prominent multinational in the sporting goods sector, where she orchestrated comprehensive treasury initiatives. She also served as Assistant Global Treasurer and Executive Director at Ingram Micro, a publicly traded global leader in technology and supply chain services, where her financial stewardship contributed significantly to the company’s growth and success. Currently holding the esteemed position of Global Treasurer and Risk Leader at Creative Artists Agency (CAA), one of the foremost entertainment and sports agencies globally, Garima spearheads financial, capital and risk strategies to support the agency’s growing global operations. Throughout her career journey, Garima has held key treasury management positions at esteemed organizations including Western Union, United Online, and LPL Financial. Her areas of expertise encompass cash management, global payments, working capital optimization, corporate finance, capital markets, insurance, AI, crypto, foreign exchange risk management, hedge accounting, supply chain finance, treasury technology implementations, mergers and acquisitions, and corporate development. Garima Thakur’s track record of excellence, coupled with her relentless pursuit of innovation, underscores her status as a preeminent leader in the field of global finance and treasury management.



Chris Ingoldsby

VP, treasurer National Veterinary Associates, Inc.

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Chris Ingoldsby

VP, treasurer National Veterinary Associates, Inc.

With over 20 years of experience in corporate treasury, Chris’ corporate finance and treasury-related experience includes currency hedging (cash flow and balance sheet), fixed income investing, corporate cash management, debt management including interest rate hedging, capital structure, investor relations, insurance, financial planning and analysis, and accounting. He is expert in risk management, and has strong experience designing and effectively implementing corrective plans. Past projects include debt financing transactions, treasury workstation implementation, global third-party payment outsourcing, and shared service center implementation. He has worked in a range of professional environments, from expansive start-up ventures to Fortune 500 corporations. Chris holds a BA in Economics from the University of Colorado, Boulder, an MBA from the Thunderbird School of Global Management, and is a CFA charterholder.



Cathy Fields

VP, treasurer Hitachi Digital LLC

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Cathy Fields

VP, treasurer Hitachi Digital LLC

Cathy has been involved with Treasury or Treasury related functions in a multi-national environment for 30+ years. She is currently responsible for Global Treasury Operations at all Hitachi Digital companies, which includes Banking, FX Strategies, Cash and Liquidity Management, Debt, Investments, Insurance Risk Management and anything else Treasury needs to do to support the company’s continued growth throughout the world. Cathy is also currently providing leadership support on a Treasury Transformation Project for Hitachi, Ltd., the Japan parent for Hitachi Digital LLC. Hitachi, Ltd. is implementing a global TMS to provide centralization and standardization for core Treasury functions.Cathy has a BS in Exercise Physiology from California State Fullerton and earned her MBA in International Business from National University.



Vidhi Jain

Global treasurer Qualtrics

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Vidhi Jain

Global treasurer Qualtrics

Vidhi is the Treasurer and Head of Global Finance Shared Services at Qualtrics with 15+ years of overall Finance experience. She has played impactful roles in all aspects of Finance (as a steward in ensuring compliance; as an efficient operator in managing Finance functions; as a strategist in influencing business growth and acquisitions; and as a catalyst in driving business improvements via cost reduction initiatives). Currently, she leads Treasury, AP, AR and Billings global teams at Qualtrics. Prior to Qualtrics, she worked with Nordstrom and Microsoft corporate treasury teams. She also has several years of experience in corporate banking before she joined the corporate finance roles. She is an MBA and Engineer from leading institutes in India. She lives in Redmond with her husband and two kids for the last eight years.



Easton Dickson

EVP, global treasurer Bain & Co

X



Easton Dickson

EVP, global treasurer Bain & Co



Mary E. Lovely

Senior fellow Peterson Institute for International Economics

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Mary E. Lovely

Senior fellow Peterson Institute for International Economics

Mary E. Lovely is the Anthony M. Solomon Senior Fellow at the Peterson Institute. She served as the 2022 Carnegie Chair in US-China Relations with the Kluge Center at the Library of Congress. Lovely is professor emeritus of economics at Syracuse University’s Maxwell School of Citizenship and Public Affairs, where she was Melvin A. Eggers Economics Faculty Scholar from 2010 to April 2022. She was coeditor of the China Economic Review during 2011–15.

Her current research projects investigate the effect of China’s foreign direct investment policies on trade flows and entry mode, strategic reform of US tariffs on China, and recent movements in global supply chains. Lovely earned her PhD in economics at the University of Michigan, Ann Arbor and a master’s degree in city and regional planning from Harvard University.



Arijit Dasgupta

VP, Treasurer Bridgestone Americas

X



Arijit Dasgupta

VP, Treasurer Bridgestone Americas

Arijit Dasgupta has been the Assistant Treasurer at Viatris responsible for Cash Management, Working Capital Optimization and FX Risk Management since Nov 2020. Viatris Inc. was formed in Nov 2020 as a result of the combination of Mylan N.V. and Pfizer’s Upjohn business, creating a global healthcare company providing medicines across 165 markets. Viatris reported a revenue of ~$16B in 2022. Before joining Viatris through the business combination, Arijit spent 8 years at Pfizer in various roles in Mergers and Acquisitions and Treasury. Prior to Pfizer, Arijit spent 10 year at General Electric starting in the Financial Management Program, and then Corporate Audit Staff, followed by various roles in FP&A and Technical Accounting.



Debbie Kaya

Independent treasury professional

X



Debbie Kaya

Independent treasury professional



Usha Desai

Senior treasury analyst Palo Alto Networks

X



Usha Desai

Senior treasury analyst Palo Alto Networks



Priti Kartik

VP, treasurer CrowdStrike

X



Priti Kartik

VP, treasurer CrowdStrike



Bruce Edlund

Group director, assistant treasurer Cloud Software Group

X



Bruce Edlund

Group director, assistant treasurer Cloud Software Group

20+ years of growing corporate treasury experience: cash/liquidity management, investments, cash forecasting, FX and IR hedging, debt capital markets, rating agencies, stock repurchases, public/private• Experience in a variety of industries starting in investment banking and then corporate treasury at media and telecom, software and retail companies• Guest judge at FORAD finance competitions and re-creator of the multinational simulation used by 3 international business schools• Multi-lingual (English, Spanish, French) with experience in the US, Latin America and Europe



Julianna Achmatow

Vice president, global treasury and legal Calibre Scientific

X



Julianna Achmatow

Vice president, global treasury and legal Calibre Scientific

Vice President, Global Treasurer & Legal specializing in corporate cash management, investments, and short-term debt. Entrepreneurial mindset with a strong understanding of startup business operations and corporate management. Well-versed in Know Your Customer (KYC) compliance, Sarbanes-Oxley Act (SOX), and global banking regulations. Experienced in working for both private and public companies.



Tim Muindi

VP, treasurer ServiceNow

X



Tim Muindi

VP, treasurer ServiceNow

Tim Muindi is the Treasurer at ServiceNow. In this role, Tim is responsible for Capital Markets, Treasury Operations, Currency Risk Management, Investments, and Insurance. Tim was the key architect of ServiceNow’s $100M Racial Equity Fund launched in February 2021 with the objective of building equitable opportunities within Black communities by facilitating sustainable wealth creation through homeownership, affordable housing, entrepreneurship, and neighborhood revitalization.

Prior to joining ServiceNow, Tim held several Treasury roles in various industries including social media, software, internet infrastructure, smart grid technology, data storage devices, and transportation.

Tim earned a B.A. in International Business from Whitworth University in Washington and an MBA from Willamette University in Oregon.



Garima Thakur

Global treasurer and risk leader Creative Artists Agency

X



Garima Thakur

Global treasurer and risk leader Creative Artists Agency

Garima Thakur is a seasoned Senior Treasury and Finance Executive with extensive expertise in global treasury management, capital markets, corporate finance and risk management. With a distinguished career spanning multiple industries, she has consistently delivered strategic leadership and financial acumen at the highest levels. Garima’s illustrious career includes pivotal roles such as Global Treasurer for TaylorMade Golf Company, a prominent multinational in the sporting goods sector, where she orchestrated comprehensive treasury initiatives. She also served as Assistant Global Treasurer and Executive Director at Ingram Micro, a publicly traded global leader in technology and supply chain services, where her financial stewardship contributed significantly to the company’s growth and success. Currently holding the esteemed position of Global Treasurer and Risk Leader at Creative Artists Agency (CAA), one of the foremost entertainment and sports agencies globally, Garima spearheads financial, capital and risk strategies to support the agency’s growing global operations. Throughout her career journey, Garima has held key treasury management positions at esteemed organizations including Western Union, United Online, and LPL Financial. Her areas of expertise encompass cash management, global payments, working capital optimization, corporate finance, capital markets, insurance, AI, crypto, foreign exchange risk management, hedge accounting, supply chain finance, treasury technology implementations, mergers and acquisitions, and corporate development. Garima Thakur’s track record of excellence, coupled with her relentless pursuit of innovation, underscores her status as a preeminent leader in the field of global finance and treasury management.



Chris Ingoldsby

VP, treasurer National Veterinary Associates, Inc.

X



Chris Ingoldsby

VP, treasurer National Veterinary Associates, Inc.

With over 20 years of experience in corporate treasury, Chris’ corporate finance and treasury-related experience includes currency hedging (cash flow and balance sheet), fixed income investing, corporate cash management, debt management including interest rate hedging, capital structure, investor relations, insurance, financial planning and analysis, and accounting. He is expert in risk management, and has strong experience designing and effectively implementing corrective plans. Past projects include debt financing transactions, treasury workstation implementation, global third-party payment outsourcing, and shared service center implementation. He has worked in a range of professional environments, from expansive start-up ventures to Fortune 500 corporations. Chris holds a BA in Economics from the University of Colorado, Boulder, an MBA from the Thunderbird School of Global Management, and is a CFA charterholder.



Cathy Fields

VP, treasurer Hitachi Digital LLC

X



Cathy Fields

VP, treasurer Hitachi Digital LLC

Cathy has been involved with Treasury or Treasury related functions in a multi-national environment for 30+ years. She is currently responsible for Global Treasury Operations at all Hitachi Digital companies, which includes Banking, FX Strategies, Cash and Liquidity Management, Debt, Investments, Insurance Risk Management and anything else Treasury needs to do to support the company’s continued growth throughout the world. Cathy is also currently providing leadership support on a Treasury Transformation Project for Hitachi, Ltd., the Japan parent for Hitachi Digital LLC. Hitachi, Ltd. is implementing a global TMS to provide centralization and standardization for core Treasury functions.Cathy has a BS in Exercise Physiology from California State Fullerton and earned her MBA in International Business from National University.



Vidhi Jain

Global treasurer Qualtrics

X



Vidhi Jain

Global treasurer Qualtrics

Vidhi is the Treasurer and Head of Global Finance Shared Services at Qualtrics with 15+ years of overall Finance experience. She has played impactful roles in all aspects of Finance (as a steward in ensuring compliance; as an efficient operator in managing Finance functions; as a strategist in influencing business growth and acquisitions; and as a catalyst in driving business improvements via cost reduction initiatives). Currently, she leads Treasury, AP, AR and Billings global teams at Qualtrics. Prior to Qualtrics, she worked with Nordstrom and Microsoft corporate treasury teams. She also has several years of experience in corporate banking before she joined the corporate finance roles. She is an MBA and Engineer from leading institutes in India. She lives in Redmond with her husband and two kids for the last eight years.



Easton Dickson

EVP, global treasurer Bain & Co

X



Easton Dickson

EVP, global treasurer Bain & Co



Mary E. Lovely

Senior fellow Peterson Institute for International Economics

X



Mary E. Lovely

Senior fellow Peterson Institute for International Economics

Mary E. Lovely is the Anthony M. Solomon Senior Fellow at the Peterson Institute. She served as the 2022 Carnegie Chair in US-China Relations with the Kluge Center at the Library of Congress. Lovely is professor emeritus of economics at Syracuse University’s Maxwell School of Citizenship and Public Affairs, where she was Melvin A. Eggers Economics Faculty Scholar from 2010 to April 2022. She was coeditor of the China Economic Review during 2011–15.

Her current research projects investigate the effect of China’s foreign direct investment policies on trade flows and entry mode, strategic reform of US tariffs on China, and recent movements in global supply chains. Lovely earned her PhD in economics at the University of Michigan, Ann Arbor and a master’s degree in city and regional planning from Harvard University.



Arijit Dasgupta

VP, Treasurer Bridgestone Americas

X



Arijit Dasgupta

VP, Treasurer Bridgestone Americas

Arijit Dasgupta has been the Assistant Treasurer at Viatris responsible for Cash Management, Working Capital Optimization and FX Risk Management since Nov 2020. Viatris Inc. was formed in Nov 2020 as a result of the combination of Mylan N.V. and Pfizer’s Upjohn business, creating a global healthcare company providing medicines across 165 markets. Viatris reported a revenue of ~$16B in 2022. Before joining Viatris through the business combination, Arijit spent 8 years at Pfizer in various roles in Mergers and Acquisitions and Treasury. Prior to Pfizer, Arijit spent 10 year at General Electric starting in the Financial Management Program, and then Corporate Audit Staff, followed by various roles in FP&A and Technical Accounting.



Debbie Kaya

Independent treasury professional

X



Debbie Kaya

Independent treasury professional



Usha Desai

Senior treasury analyst Palo Alto Networks

X



Usha Desai

Senior treasury analyst Palo Alto Networks



Priti Kartik

VP, treasurer CrowdStrike

X



Priti Kartik

VP, treasurer CrowdStrike



Bruce Edlund

Group director, assistant treasurer Cloud Software Group

X



Bruce Edlund

Group director, assistant treasurer Cloud Software Group

20+ years of growing corporate treasury experience: cash/liquidity management, investments, cash forecasting, FX and IR hedging, debt capital markets, rating agencies, stock repurchases, public/private• Experience in a variety of industries starting in investment banking and then corporate treasury at media and telecom, software and retail companies• Guest judge at FORAD finance competitions and re-creator of the multinational simulation used by 3 international business schools• Multi-lingual (English, Spanish, French) with experience in the US, Latin America and Europe



Julianna Achmatow

Vice president, global treasury and legal Calibre Scientific

X



Julianna Achmatow

Vice president, global treasury and legal Calibre Scientific

Vice President, Global Treasurer & Legal specializing in corporate cash management, investments, and short-term debt. Entrepreneurial mindset with a strong understanding of startup business operations and corporate management. Well-versed in Know Your Customer (KYC) compliance, Sarbanes-Oxley Act (SOX), and global banking regulations. Experienced in working for both private and public companies.



Tim Muindi

VP, treasurer ServiceNow

X



Tim Muindi

VP, treasurer ServiceNow

Tim Muindi is the Treasurer at ServiceNow. In this role, Tim is responsible for Capital Markets, Treasury Operations, Currency Risk Management, Investments, and Insurance. Tim was the key architect of ServiceNow’s $100M Racial Equity Fund launched in February 2021 with the objective of building equitable opportunities within Black communities by facilitating sustainable wealth creation through homeownership, affordable housing, entrepreneurship, and neighborhood revitalization.

Prior to joining ServiceNow, Tim held several Treasury roles in various industries including social media, software, internet infrastructure, smart grid technology, data storage devices, and transportation.

Tim earned a B.A. in International Business from Whitworth University in Washington and an MBA from Willamette University in Oregon.



Garima Thakur

Global treasurer and risk leader Creative Artists Agency

X



Garima Thakur

Global treasurer and risk leader Creative Artists Agency

Garima Thakur is a seasoned Senior Treasury and Finance Executive with extensive expertise in global treasury management, capital markets, corporate finance and risk management. With a distinguished career spanning multiple industries, she has consistently delivered strategic leadership and financial acumen at the highest levels. Garima’s illustrious career includes pivotal roles such as Global Treasurer for TaylorMade Golf Company, a prominent multinational in the sporting goods sector, where she orchestrated comprehensive treasury initiatives. She also served as Assistant Global Treasurer and Executive Director at Ingram Micro, a publicly traded global leader in technology and supply chain services, where her financial stewardship contributed significantly to the company’s growth and success. Currently holding the esteemed position of Global Treasurer and Risk Leader at Creative Artists Agency (CAA), one of the foremost entertainment and sports agencies globally, Garima spearheads financial, capital and risk strategies to support the agency’s growing global operations. Throughout her career journey, Garima has held key treasury management positions at esteemed organizations including Western Union, United Online, and LPL Financial. Her areas of expertise encompass cash management, global payments, working capital optimization, corporate finance, capital markets, insurance, AI, crypto, foreign exchange risk management, hedge accounting, supply chain finance, treasury technology implementations, mergers and acquisitions, and corporate development. Garima Thakur’s track record of excellence, coupled with her relentless pursuit of innovation, underscores her status as a preeminent leader in the field of global finance and treasury management.



Chris Ingoldsby

VP, treasurer National Veterinary Associates, Inc.

X



Chris Ingoldsby

VP, treasurer National Veterinary Associates, Inc.

With over 20 years of experience in corporate treasury, Chris’ corporate finance and treasury-related experience includes currency hedging (cash flow and balance sheet), fixed income investing, corporate cash management, debt management including interest rate hedging, capital structure, investor relations, insurance, financial planning and analysis, and accounting. He is expert in risk management, and has strong experience designing and effectively implementing corrective plans. Past projects include debt financing transactions, treasury workstation implementation, global third-party payment outsourcing, and shared service center implementation. He has worked in a range of professional environments, from expansive start-up ventures to Fortune 500 corporations. Chris holds a BA in Economics from the University of Colorado, Boulder, an MBA from the Thunderbird School of Global Management, and is a CFA charterholder.



Cathy Fields

VP, treasurer Hitachi Digital LLC

X



Cathy Fields

VP, treasurer Hitachi Digital LLC

Cathy has been involved with Treasury or Treasury related functions in a multi-national environment for 30+ years. She is currently responsible for Global Treasury Operations at all Hitachi Digital companies, which includes Banking, FX Strategies, Cash and Liquidity Management, Debt, Investments, Insurance Risk Management and anything else Treasury needs to do to support the company’s continued growth throughout the world. Cathy is also currently providing leadership support on a Treasury Transformation Project for Hitachi, Ltd., the Japan parent for Hitachi Digital LLC. Hitachi, Ltd. is implementing a global TMS to provide centralization and standardization for core Treasury functions.Cathy has a BS in Exercise Physiology from California State Fullerton and earned her MBA in International Business from National University.



Vidhi Jain

Global treasurer Qualtrics

X



Vidhi Jain

Global treasurer Qualtrics

Vidhi is the Treasurer and Head of Global Finance Shared Services at Qualtrics with 15+ years of overall Finance experience. She has played impactful roles in all aspects of Finance (as a steward in ensuring compliance; as an efficient operator in managing Finance functions; as a strategist in influencing business growth and acquisitions; and as a catalyst in driving business improvements via cost reduction initiatives). Currently, she leads Treasury, AP, AR and Billings global teams at Qualtrics. Prior to Qualtrics, she worked with Nordstrom and Microsoft corporate treasury teams. She also has several years of experience in corporate banking before she joined the corporate finance roles. She is an MBA and Engineer from leading institutes in India. She lives in Redmond with her husband and two kids for the last eight years.



Easton Dickson

EVP, global treasurer Bain & Co

X



Easton Dickson

EVP, global treasurer Bain & Co
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