Speakers
Over 50 leading industry experts took the stage in 2024, sharing exclusive insights on building high-performance, tech-driven treasury operations.
-
Radhika Dirks
CEO and co-founder, XLabs and RIBOXRadhika Dirks
CEO and co-founder, XLabs and RIBO
With generative AI like ChatGPT advancing at a breakneck pace, the question on everyone’s minds is: what does this all mean for our businesses, our ideas, and the future of humanity? No one is better equipped than RADHIKA DIRKS to answer both the big questions and the practical considerations about generative AI.
-
John List
Distinguished service professor, University of ChicagoXJohn List
Distinguished service professor, University of Chicago
If you’ve ever ridden an Uber or Lyft, used Tinder or Facebook, or voted in an election, award-winning economist JOHN LIST has changed your life for the better. He studies how human behavior impacts business, education, and public health, and uses this data to help organizations grow. In his groundbreaking book, The Voltage Effect, John teaches us how to solve urgent problems by scaling our great ideas so we can reach new customers, attract donors, and “make the world a better place.
-
Kathy Brustad
Director, global treasury and financial services, MicrosoftXKathy Brustad
Director, global treasury and financial services, Microsoft
Kathy leads machine learning and artificial intelligence in the Global Treasury and Financial Services organization at Microsoft. She leads projects that apply traditional and generative AI technologies to accelerate the digital transformation of the financial service and treasury functions. Prior to this role, Kathy was a Sr. Data Scientist in Microsoft’s worldwide sales organization.
Kathy has an undergraduate degree in Computer Science and earned her MBA from École des
hautes études commerciales de Paris (HEC Paris). -
Anshul Patni
Senior director, head of treasury, InstacartXAnshul Patni
Senior director, head of treasury, Instacart
Anshul is an International senior executive with extensive experience in treasury management, capital markets, foreign exchange hedging, banking, and controls. He is adept at helping fast growing companies to build treasury capabilities, which support expansion goals and at supporting large global organizations undergoing significant change due to transformation and/ or M&A activities. In his current role as the Head of Treasury at Instacart he manages a team of Treasury professionals across multiple areas within Treasury including capital markets, foreign exchange, cash management, cash operations, corporate investments, banking infrastructure and treasury technology.
-
David Steffa
Director of treasury, SnowflakeXDavid Steffa
Director of treasury, Snowflake
David Steffa serves as the Director of Treasury at Snowflake Inc., where he joined as the first Treasury hire in 2019. He established the Treasury function ahead of the company’s IPO and oversees Snowflake’s treasury operations including capital markets, investment management, foreign currency risk management, and cash forecasting. He has over 15 years of Treasury experience having previously worked at other technology companies, including eBay, VMware, and Agilent Technologies. David holds a bachelor’s degree in Mechanical Engineering from the Universidad de los Andes in Colombia and earned his MBA from UC Davis.
-
Chris Ingoldsby
VP, treasurer, National Veterinary Associates, Inc.XChris 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.
-
Tim Muindi
VP, treasurer, ServiceNowXTim 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.
-
Arijit Dasgupta
Assistant treasurer, ViatrisXArijit Dasgupta
Assistant treasurer, Viatris
-
Alice Xu
VP corporate treasurer, WorkdayXAlice Xu
VP corporate treasurer, Workday
-
Cathy Fields
Assistant treasurer, sr. director of global risk management, Hitachi Digital LLCXCathy Fields
Assistant treasurer, sr. director of global risk management, Hitachi Digital LLC
Cathy has been involved with Treasury or Treasury related functions in a multi-national environment for 30+ years. She is currently the Assistant Treasurer and Director of Global Risk Management at Hitachi Vantara LLC. She is responsible for Global Treasury Operations 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 currently on assignment in Singapore, helping to lead a Treasury transformation project for Hitachi Ltd. the Japan parent for Hitachi Vantara LLC.
Cathy has a BS in Exercise Physiology from California State University Fullerton and earned her MBA in International Business from National University. Cathy has held her CTP certification (formerly CCM) since 1998.
-
Robert Lau
Treasurer and head of real estate and workplace, InformaticaXRobert Lau
Treasurer and head of real estate and workplace, Informatica
Robert Lau is the Treasurer and Head of Real Estate and Workplace at Informatica. In addition to his Treasury and Real Estate responsibilities, Robert was previously responsible for Investor Relations and Stock Administration when Informatica was a private company. Prior to joining Informatica, Robert held treasury and finance roles at Yahoo! Inc. and Agilent Technologies and was a Tax professional at Price Waterhouse Coopers.
Robert received a Masters in Business Administration from the Haas School of Business and a Bachelor of Arts in Economics from the University of California at Berkeley. Robert also has a Masters in Tax from Golden Gate University. Robert is a CFA Charterholder and CPA (Certified Public Accountant).
-
Deepa Palamuttam
Senior director, finance technology, PayPalXDeepa Palamuttam
Senior director, finance technology, PayPal
Deepa Palamuttam, Sr Director Finance Technology enablement at PayPal has been in her current role for a year. In this role she is responsible to ensure technology enablement for all pillars of Finance, ensuring full utilization of existing tools, implementing solutions to alleviate inefficiencies with a future proof vision. She is also working with the transformation team to seamlessly transition to S4/HANA. Prior to joining PayPal, Deepa was a Director of Treasury Controls, Cash Management and Technology at Intel Corporation.
Deepa is a Certified Treasury Professional (CTP), has a BS in Computer Engineering form Bombay University in India, and MBA from Santa Clara University, California
-
Arun Batra
VP, treasurer, Bloom EnergyXArun Batra
VP, treasurer, Bloom Energy
-
Bruce Edlund
Group director, assistant treasurer, Cloud Software GroupXBruce Edlund
Group director, assistant treasurer, Cloud Software Group
Bruce Edlund is Senior Director, Assistant Treasurer at Citrix Systems, Inc. based in Fort Lauderdale, Florida. Mr. Edlund manages a global team of four who are responsible for cash and liquidity management, investments, cash flow and balance sheet hedging, bank relationships and stock buyback. Mr. Edlund has over 14 years of treasury experience as Assistant Treasurer at DIRECTV Latin America, Senior Corporate Treasury Manager at Citrix, Director of Global Cash Management at Walmart Stores, Inc. and returning to Citrix in 2014. His experience in very different-sized companies in different industries has given Mr. Edlund a wealth of experience into different ways of tackling treasury’s challenges. Prior to corporate treasury, Mr. Edlund worked for five years in investment banking in Latin America, primarily at Bank of America. Mr. Edlund has a MBA from Thunderbird School of Global Management where he maintains ties and has been a regular guest judge for their FORAD finance competition. He also has B.A. degrees in Economics and French from California State University, Sacramento. After studying, living and/or working in France, Switzerland, Belgium, Spain and South America, Mr. Edlund speaks French and Spanish. With his work in Latin America along with living in South Florida for 13 years, he is conversant in Spanish.
-
Summa Simmons
Associate vice president, treasury, Victoria’s Secret & Co.XSumma Simmons
Associate vice president, treasury, Victoria’s Secret & Co.
Summa serves as the Associate Vice President of Treasury for Victoria’s Secret & Co. She is responsible for enterprise cash management, corporate finance, capital markets, and financial institution relationship management and likewise serves as Lead for Mosaic, VS&Co.’s African American and Black Associates Inclusion Resource Group.
A seasoned leader, Summa has decades of experience supporting the operational success and strategic initiatives for several major companies, including Cardinal Health, Inc., NiSource Inc., General Electric, and Morgan Stanley. She is a graduate of African American Leadership Academy (AALA) and a deeply engaged civic leader committed to mentorship, workplace diversity initiatives, and the advancement of the Columbus community. Summa is an active board member with The Center for Healthy Families and has likewise shared her time and talents with City Year Columbus, VITA (Volunteer Income Tax Assistance), and Junior Achievement.
Summa, a native of New York, earned a bachelor’s degree in accounting from Hunter College and is a Certified Treasury Professional. She enjoys time with her family and has a passion for reading, travel, history, and the culinary arts.
-
Regina Ochev
SVP, treasury, PrologisXRegina Ochev
SVP, treasury, Prologis
Regina Ochev is a Senior Vice President of Treasury at Prologis where she oversees public capital raising, management of company’s banking and rating agency relationships, foreign exchange strategy, liquidity planning, global cash operations and investments. Regina has spent fourteen years at Prologis driving and transforming Treasury department as the company quadrupled its balance sheet, entered new markets and increased assets under management more than ten-fold. She has participated in numerous banking and industry conferences including AFP and EuroFinance. Prior to joining Prologis, Regina spent eight years in a variety of corporate treasury and risk management roles at International Paper Company, Hewlett Packard and Charles Schwab. Regina holds an MBA from New York University Stern School of Business and a bachelor’s degree in Finance and Accounting from University of San Francisco. She is a California CPA.
-
Debbie Kaya
Senior director of treasury, Cisco Systems, Inc.XDebbie Kaya
Senior director of treasury, Cisco Systems, Inc.
Debbie is the Global Cash and Operations Director for Cisco Systems, Inc. based in San Jose, California. She is responsible for the Global Cash Management, investment and defined contribution (401k) operations as well as Global Stock Plan Services and M&A Payroll/Stock. Debbie joined Cisco in 1999 and has held various roles throughout Cisco’s Finance Organization. She has worked in Sales Finance FP&A, Supply Chain Finance, and Treasury.
In addition to working at Corporate Head Quarters in San Jose, Debbie worked within the Investment Operations team in Reno, Nevada and was the EMEA Cash Manager and acting APAC Cash Manager based in Amsterdam, The Netherlands.
She has more than 25 years of experience in the technology industry. Debbie holds a Bachelor of Science from The University of California, Los Angeles and a Masters in Business Administration from the Kelley School of Business at Indiana University. -
Vidhi Jain
Global treasurer, QualtricsXVidhi 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. LinkedIn: https://www.linkedin.com/in/vidhi–jain/
-
Priti Kartik
VP, treasurer, CrowdStrikeXPriti Kartik
VP, treasurer, CrowdStrike
Priti Kartik joined CrowdStrike, a cybersecurity technology company, in late 2020. With more than 20 years of progressive experience in high growth companies, Priti brings deep experience to various areas of treasury. She previously served as Group Treasurer at Logitech, where she also oversaw the Credit and Collections functions. Priti is currently a committee member of San Francisco Treasury symposium and WIT group (Women in Treasury) and served as Vice President and President of the Silicon Valley AFP (formerly PTMA) in 2009-2011. She is a frequent speaker at business and industry events. Priti holds a Graduate Diploma in Finance from Australian National University and a Bachelor of Commerce degree from the University of Mumbai, India. She is CTP certified.
-
Lavender Murray
Manager, corporate finance, TC EnergyXLavender Murray
Manager, corporate finance, TC Energy
Lavender Murray is Manager, Corporate Finance at TC Energy. Lavender has over 20 years of experience in a variety of finance, treasury and accounting roles. In her current role Lavender works on the company’s capital markets transactions including debt issuances and sustainable finance. In her previous role she led the company’s cash management team and oversaw the company’s liquidity, cash forecasting and bank account landscape and managed multiple complex projects. Prior to joining TC Energy, Lavender spent a number of years in a variety of accounting and financial roles at ATCO Power and WestJet Airlines.Lavender graduated from the University of Calgary with an MBA in Finance and Accounting, and she received her Bachelor of Science in Agriculture and Bachelor of Science from the University of Manitoba. Lavender is a Chartered Professional Accountant.
-
Elizabeth Kwong
VP treasurer, AutodeskXElizabeth Kwong
VP treasurer, Autodesk
Elizabeth Kwong is the Vice President, Corporate Treasurer at Autodesk. In this role, she leads Capital Markets and Global Treasury & AP Operations for the company. Autodesk is a leader in 3D design, engineering, and entertainment software that enables anyone to imagine, design, and make a better world.
Before joining Autodesk, Elizabeth held leadership roles at Salesforce in San Francisco, Goldman Sachs in Tokyo, and Ernst & Young in Toronto. She attended The Richard Ivey School of Business at The University of Western Ontario and The University of Notre Dame, Mendoza College of Business. Elizabeth holds a Chartered Financial Analyst qualification and is a Certified Public Accountant.
As a senior finance leader, Elizabeth is deeply passionate about identifying opportunities to drive sustainable growth and value. She is a graduate of the A4S (Accounting for Sustainability) Academy Programme.
-
Usha Desai
Senior treasury analyst, Palo Alto NetworksXUsha Desai
Senior treasury analyst, Palo Alto Networks
-
Matthew Martin
Senior treasury manager, ShopifyXMatthew Martin
Senior treasury manager, Shopify
-
Zac Nesper
Former treasurer and CFO of strategy and incubation, HP Inc.XZac Nesper
Former treasurer and CFO of strategy and incubation, HP Inc.
-
Andrew Smith
Manager, treasury operations, Juniper Networks Inc.XAndrew Smith
Manager, treasury operations, Juniper Networks Inc.
Treasury Operations Manager at Juniper Networks responsible for cash flow forecasting, global cash management, bank account operations, and more. Previously supported Juniper’s debt capital markets, capital return, and investments activities as a Sr. Treasury Analyst.
Graduated from the University of Alabama with a BS in Finance/Accounting and received and MBA from the University of Rochester Simon Business School.
-
Lee-Ann Perkins
Assistant treasurer, AnkuraXLee-Ann Perkins
Assistant treasurer, Ankura
Lee-Ann Perkins is originally from South Africa where she received her bachelor’s degree in management accounting before moving to the USA on expat assignment with her husband. She obtained an MBA with honors and due to a continued interest in compliance and governance Lee-Ann completed the inaugural Financial Compliance Certificate through Chicago-Kent Law School in 2016. In 2021 she was awarded the FCT fellow designation with merit from the Association of Corporate Treasurers in the U.K.
Lee-Ann holds the Association of Finance Professionals (AFP) CTP and CTP (CD) Canadian certifications and is recognized as a Subject Matter Expert by the AFP serving on the CTP exam formulation committee since 2008. Lee-Ann has been a
member the AFP Treasury Advisory Group since 2017, current Advisory Board member for NACHA and member of Worldwide Women’s association for professionals. She has served on the Houston Treasury Management Association Board as President & Chairman and held various other committee roles over the years. Lee-Ann is a regular presenter and panelist at global treasury conferences including AFP and EuroFinance as well as a keynote speaker at industry events. She is also a guest speaker on multiple global podcasts and has authored and been interviewed for multiple treasury and finance publications.In 2020, drawing from her rich experience in the field, Lee-Ann founded “The Passionate Treasurer,” a heartfelt initiative aimed at guiding and nurturing new talent in the treasury sector. This program is her way of giving back to a profession that has been immensely rewarding for her, offering mentorship, and coaching to those navigating their career paths in treasury.
Lee-Ann has been a Treasury practitioner for 20 years and held roles in increasing authority in international Publicly traded and Private companies. -
Jori McCuskey
Director, treasury, MagniteXJori McCuskey
Director, treasury, Magnite
Jori McCuskey is Director of Treasury at Magnite, Inc., a global leader in advertising technology. Mr. McCuskey joined Magnite in 2021 and is responsible for capital markets, treasury operations, cash forecasting & liquidity management, investing, treasury systems and financial risk management. Before joining Magnite, Mr. McCuskey had been primarily in the technology and financial services sectors while at Symantec Corp., Dell, Inc. and Dell’s captive financing subsidiary Dell Financial Services LLC. in a variety of capacities. Collectively, he has managed complex global capital structures, run hedging programs, supported TMS implementations and M&A integrations, completed M&A-related financing transactions, including supporting Dell’s take-private transaction, and implemented strategies to better manage working capital and improve control and visibility of cash. While at Dell, Mr. McCuskey had also helped to grow and develop a treasury shared services center based in the Slovak Republic. In addition to these experiences, Mr. McCuskey has provided various data, financial & analytical services to clients involved in complex commercial disputes and investigations while at FTI Consulting and Navigant Consulting. Mr. McCuskey is a CFA Charterholder and graduate of The University of Texas at Austin, McCombs School of Business.
-
Rajat Prakash
Vice president, treasury and investor relations, Talen EnergyXRajat Prakash
Vice president, treasury and investor relations, Talen Energy
Rajat Prakash serves as Vice President, Treasury and Investor Relations for Talen Energy. Mr. Prakash leads the Company’s treasury and corporate finance function and is responsible for investor relations activities.
Mr. Prakash has over 20 years of experience in treasury and corporate finance functions with a proven track record in capital markets, capital structure, operational finance and strategic transactions. Prior to joining Talen Energy, he served as Vice President, Treasurer for Bed Bath & Beyond where he helped to establish a standalone corporate treasury function, led amendment and extension of a $1 billion asset-based credit facility, optimized capital structure through $1 billion in share repurchases and implemented effective risk mitigation strategies and insurance programs. Previous to his tenure with Bed Bath & Beyond, Mr. Prakash held roles of increasing responsibility at Sears Holdings Corporation, a broadline retailer owned by ESL Investments (a privately run hedge fund). These roles included Assistant Treasurer, where he led the treasury function and managed a $20 billion capital markets program, and Director of Finance, where he generated $6 billion in economic value through risk and capital management activities.
A graduate of The University of Chicago Booth School of Business, Mr. Prakash earned a Master of Business Administration degree in Finance, Accounting, and International Business. He received a Bachelor of Engineering degree from the National Institute of Technology, Allahabad, India.
Mr. Prakash volunteers his time as a consultant for 1871, Chicago, the world’s largest startup incubator, where he advises companies in technology, consumer, healthcare, and logistics on raising capital, valuations, and operations.
-
Catherine Portman
VP treasurer, Palo Alto NetworksXCatherine Portman
VP treasurer, Palo Alto Networks
Catherine Portman joined Palo Alto Networks in October 2019. In her role as Vice President and Corporate Treasurer she is responsible for leading the global treasury organization across critical functions, including Cash & Investments, Capital Markets, Global Banking, Risk & Insurance. Prior to Palo Alto Networks, Ms. Portman spent over 18 years at Juniper Networks, and has worked at several high-tech companies in Silicon Valley throughout her career. She has an undergraduate degree in Accounting from San Jose State University and an MBA from Santa Clara University.
-
Stefan Jensen
VP, treasurer Americas, SephoraXStefan Jensen
VP, treasurer Americas, Sephora
Stefan is the Vice President Treasurer at Sephora North America. After graduating from the University of Mannheim and earning an MBA from the ESSEC Business school in Paris, he spent 5 years leading the development and deployment of a global banking platform at LVMH, where he played a pivotal role at revolutionizing B2B payment processes. Later, Stefan dedicated 7 years at Sephora in San Francisco optimizing cash management strategies, driving financial planning automation and leading payment innovation.