Treasury Exchange Roundtables
The Treasury Exchange roundtables are a series of intimate, peer-led discussions for treasurers who want honest conversations and practical insights. Join like-minded professionals to openly share challenges, exchange ideas, and explore real-world solutions in a trusted, off-the-record setting.
You’ll leave with clear discussion insights, solutions and next steps to easily share with colleagues and management. This is your opportunity to build community, stay connected, and continue the conversation long after the roundtable ends.
Each roundtable session is moderated, and delegates register in advance to secure a place at the table – first come first served. Seats at roundtables are limited to 12 to enable in depth discussion and ensure every voice is heard. Please come prepared to share your experiences!
TMS/ERP upgrades and interoperability
-
Victor Chow
Director, treasury & investments
Intuitive Surgical
X
Victor Chow
Director, treasury & investments
Intuitive Surgical
Victor leads the Corporate Treasury team for Intuitive Surgical, a US multinational company operating in over 20 countries. He joined 9 years ago. Intuitive Surgical develops, manufactures, and markets robotic products designed to improve clinical outcomes of patients through minimally invasive surgery, most notably with the da Vinci Surgical System.In his role, Victor is responsible for the company’s investments portfolio, foreign exchange risk, capital markets, share repurchases, and cash operations. He is also responsible for planning & reporting for global OI&E, cash flows and ROIC, and leads the Finance function for the company’s non-profit foundation. Currently, he is leading the implementation of the company’s In-House Bank and Treasury Management System. He reports directly to Treasurer.Prior to joining Intuitive Surgical, Victor held various Treasury roles at LinkedIn, and a combination of Treasury and FP&A roles at Hewlett-Packard. Victor holds an MBA from UCLA, a BS from UC Berkeley, and is both a CTP (Certified Treasury Professional) and a CFA® charterholder.
March 2nd 2026-
12.00pm -12.45pmTMS/ERP upgrades and interoperability
-
Optimising the cash conversion cycle
In-house banking, loans, and netting in practice
-
Gloria Chen
Senior director, treasury
Workday
X
Gloria Chen
Senior director, treasury
Workday
March 2nd 2026-
12.00pm -12.45pmIn-house banking, loans, and netting in practice
-
FX automation in practice
-
Scott Bilter
President and CFO
AtlasFX
X
Scott Bilter
President and CFO
AtlasFX
Scott Bilter has over 25 years of expertise in the capital markets sector. On the corporate side, Scott held a number of executive positions at Hewlett Packard, including VP of Corporate Finance and Foreign Exchange, and VP of Worldwide FP&A. On the banking side, Scott spent three years as a VP of FX Sales at Merrill Lynch.
Scott’s experience includes:Foreign exchange, commodity, and interest rate hedging; debt issuance; stock buy backs, capital strategy, cash flow forecasting and financial planning. Scott received his Bachelor of Arts in Quantitative Economics from Stanford University and an MBA in Finance from UCLA’s Anderson School.
March 2nd 2026-
12.00pm -12.45pmFX automation in practice
-
Cash forecasting challenges and solutions
Investing and diversification as rates change
Liquidity and balance sheet management
Capital structuring and bond & loan financing
-
Alice Xu
VP, treasurer
Workday
X
Alice Xu
VP, treasurer
Workday
March 2nd 2026-
12.00pm -12.45pmCapital structuring and bond & loan financing
-
Bank account rationalisation and KYC
-
Julianna Achmatow
Vice president, global treasury and legal
Calibre Scientific
X
Julianna Achmatow
Vice president, global treasury and legal
Calibre Scientific
Julianna Achmatow, CTP, is the Vice President, Global Treasurer & Legal at CalibreScientific, where she leads worldwide treasury strategy across cash management, liquidity, investments, and global banking infrastructure. With a career spanning multiple continents—including the United States, Canada, Australia, and Europe—she brings a uniquely international perspective to corporate treasury and financial operations.
A Certified Treasury Professional since 2013, Julianna has built her expertise at the intersection of global cash optimization, risk management, and scalable treasury transformation. Her leadership at CalibreScientific supports the company’s rapid global expansion, ensuring resilient liquidity structures and efficient capital deployment across diverse markets.
March 2nd 2026-
12.00pm -12.45pmBank account rationalisation and KYC
-
AI and automation in treasury processes
-
Dorene J. Martinez
Managing director, west coast cash management
BNP Paribas
X
Dorene J. Martinez
Managing director, west coast cash management
BNP Paribas
Dorene J. Martinez is a seasoned leader at BNP Paribas, heading sustainability initiatives for Transaction Banking across the Americas and managing a portfolio of prominent West Coast tech clients with dynamic working capital and international cash management needs. She is committed to sustainable finance, delivering innovative working capital solutions that create long-term value, and aiding companies to embrace and navigate the ever-evolving payments landscape. She has held various leadership positions in the US and Latin America and is currently based in San Francisco. Prior to BNP Paribas, she worked for Deutsche Bank, HSBC and the New York City Bureau of Asset Management. Dorene is a proud UCLA and Harvard Alum and brings a unique blend of academic rigor and industry expertise to her work.
March 2nd 2026-
12.00pm -12.45pmAI and automation in treasury processes
-
Each roundtable session is moderated, and delegates register in advance to secure a place at the table – first come first served. Seats at roundtables are limited to 12 to enable in depth discussion and ensure every voice is heard. Please come prepared to share your experiences!
Data lakes, analytics, and data visualisation
Working capital management for growth
Women in treasury
Tariffs, trade, and tax
Building optimal treasury teams
-
Ilkim Saracel
Director, assistant treasurer
Nextpower
X
Ilkim Saracel
Director, assistant treasurer
Nextpower
Ilkim Saracel is a director, assistant treasurer at Nextpower. She has over ten years of experience and was previously a treasury manager at Flex, a global fortune 500 company. She has extensive knowledge in cash management, supply chain financing, accounts receivable financing, asset-backed securitization, risk & insurance and foreign exchange management. She won the Highly Regarded Adam Smith Award for harnessing the technology in treasury in 2024, Champion of Change Award by Within – Treasury Today Group in 2025 and led and participated in many other award-winning projects. Ilkim has a Bachelor of Science in Industrial Engineering and an MBA degree from San Jose State University.
March 3rd 2026-
12.00pm -12.30pmBuilding optimal treasury teams
-
Supply chain finance amid disruption
Risk, derivatives and hedging challenges
-
Usha Desai
Senior treasury analyst
Palo Alto Networks
X
Usha Desai
Senior treasury analyst
Palo Alto Networks
March 3rd 2026-
12.00pm -12.30pmRisk, derivatives and hedging challenges
-
Real-time payments in practice
Operations and shared services for efficiency
Digital wallets, stablecoins and crypto for corporates
Sponsorship Opportunities
Please submit the form and we will reach out to you with more information.
Thank you for submitting your details. A member of our team will reach out to you at earliest.
Registration Opportunities
Please submit the form and we will reach out to you with more information.
Thank you for showing interest in the event. We will reach out to you with more information on the registration process.
Download Brochure
Please submit the form and we will reach out to you with more information.
Thank you for showing interest in the event. We will reach out to you with more information on the registration process.