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!
Data lakes, analytics, and data visualisation
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Larson McNeil
Managing director, co-head of marketplaces and digital ecosystems
J.P. Morgan Chase
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Larson McNeil
Managing director, co-head of marketplaces and digital ecosystems
J.P. Morgan Chase
Larson McNeil serves as Managing Director; Co-Head of Marketplaces & Digital Ecosystems Payments for JPMorganChase. In his current role, he is responsible for managing a team that covers large, complex clients in the Technology industry. He is also individually responsible for direct coverage of some of the largest and most complex Technology names.
Larson has worked for JPMC for 8+ years, serving in various Payments leadership roles. Prior to joining JPMC, Larson worked in a number of roles at Bank of America, including global technology and operations, global corporate and investment banking payments sales, and multinational banking payments sales.
Larson’s educational background includes a MS degree in Corporate Finance from Indiana University, Bloomington and a BA degree with a dual focus in International Relations and Political Science from the University of California, Davis. Larson has worked in San Francisco, Los Angeles, Dallas, the Sacramento area and Seattle. He currently lives in Seattle with his young daughter and son.
Additionally, Larson is active in the local Treasury community and serves as Co-President of the Northwest Association for Financial Professionals. In this role, he is responsible for strategy and execution for the organization, which includes the annual events planning, webinars and in- person events.
March 2nd 2026-
12.00pm -12.45pmData lakes, analytics, and data visualisation
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TMS/ERP upgrades and interoperability
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Victor Chow
Director, treasury & investments
Intuitive Surgical
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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
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Optimising the cash conversion cycle
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Tom Hunt
Director, treasury practice and paymentsAFPX
Tom Hunt
Director, treasury practice and paymentsAFPTom Hunt, CTP, is the Director of the Treasury Practice at the Association for Financial Professionals, where he oversees content development for members. Hunt has more than 15 years of direct treasury experience working across different industries, including various roles at Medtronic, Fairview Health Systems and, most recently, at 3M Company. At 3M, he oversaw the global banking strategy, redesigned and implemented a new domestic cash management structure and led acquisition activities for the treasury department. He holds an MBA in finance from the Opus College of Business at the University of St. Thomas in St. Paul, MN.March 2nd 2026-
12.00pm -12.45pmOptimising the cash conversion cycle
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12.00pm -12.30pmReal-time payments in practice
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In-house banking, loans, and netting in practice
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Gloria Chen
Senior director, treasury
Workday
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Gloria Chen
Senior director, treasury
Workday
March 2nd 2026-
12.00pm -12.45pmIn-house banking, loans, and netting in practice
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FX automation in practice
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Scott Bilter
President and CFO
AtlasFX
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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
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Cash forecasting challenges and solutions
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Evan Ryan
Product manager, forecasting
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Evan Ryan
Product manager, forecasting
Evan Ryan is a Forecasting Product Manager at Ripple Treasury, driving strategic product initiatives that address critical customer needs through data-driven roadmap planning. He bridges executive vision and technical execution, working closely with engineering, design, and client teams to deliver impactful solutions.
Evan specializes in solving cash forecasting pain points by working directly with treasury professionals to translate their challenges into product innovations. He led the team on GSmart Forecasting Insights, an AI-powered tool that cuts report review time and surfaces critical insights quickly, enabling faster, more informed treasury decisions.
Prior to product management, Evan worked in treasury operations, giving him firsthand experience with the challenges treasury professionals face daily. He holds a Master’s degree in Computational Finance and a Master’s degree in Physics.
March 2nd 2026-
12.00pm -12.45pmCash forecasting challenges and solutions
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Liquidity and balance sheet management
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James Masters
Head of trade / working capital sales and origination
Mizuho AmericasX
James Masters
Head of trade / working capital sales and origination
Mizuho AmericasJames Masters is currently head of sales and origination for trade and working capital products in Mizuho’s Global Transaction Banking Americas team. During more than 35 years’ experience of senior client coverage across various sectors, he has provided financial advisory, global corporate finance and investment banking, debt & equity capital markets, financial risk management, project finance, international treasury management, trust & investment management and other corporate operating services to a multinational global client base. His experience includes time spent living and working in Asia where he was responsible for regional client coverage and gained a unique multi-cultural perspective and understanding of client requirements at the subsidiary level. Prior to joining Mizuho, he worked at Bank of America in a variety of corporate banking positions. He holds an MBA in finance from Emory University in Atlanta and a BBA in finance from the University of Kentucky in Lexington.
March 2nd 2026-
12.00pm -12.45pmLiquidity and balance sheet management
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Capital structuring and bond & loan financing
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Alice Xu
VP, treasurer
Workday
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Alice Xu
VP, treasurer
Workday
March 2nd 2026-
12.00pm -12.45pmCapital structuring and bond & loan financing
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Bank account rationalisation and KYC
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Julianna Achmatow
Vice president, global treasury and legal
Calibre Scientific
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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
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AI and automation in treasury processes
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Dorene J. Martinez
Managing director, west coast cash management
BNP Paribas
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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
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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!
Working capital management for growth
AI copilots and agents embedded into forecasting, reporting, and working capital workflows
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Tanya Kohen
Global head of finance practice
WaveAccess
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Tanya Kohen
Global head of finance practice
WaveAccess
March 3rd 2026
Building optimal treasury teams
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Ilkim Saracel
Director, assistant treasurer
Nextpower
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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
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Supply chain finance amid disruption
Risk, derivatives and hedging challenges
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Usha Desai
Treasury manager
Palo Alto Networks
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Usha Desai
Treasury manager
Palo Alto Networks
March 3rd 2026-
12.00pm -12.30pmRisk, derivatives and hedging challenges
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Real-time payments in practice
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Tom Hunt
Director, treasury practice and paymentsAFPX
Tom Hunt
Director, treasury practice and paymentsAFPTom Hunt, CTP, is the Director of the Treasury Practice at the Association for Financial Professionals, where he oversees content development for members. Hunt has more than 15 years of direct treasury experience working across different industries, including various roles at Medtronic, Fairview Health Systems and, most recently, at 3M Company. At 3M, he oversaw the global banking strategy, redesigned and implemented a new domestic cash management structure and led acquisition activities for the treasury department. He holds an MBA in finance from the Opus College of Business at the University of St. Thomas in St. Paul, MN.March 2nd 2026-
12.00pm -12.45pmOptimising the cash conversion cycle
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12.00pm -12.30pmReal-time payments in practice
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Operations and shared services for efficiency
Moderated by
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Rajat Gupta
Independent treasury professional
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Rajat Gupta
Independent treasury professional
Until recently, Rajat Gupta was with Bunge for over 20 years, and served as Senior Vice President and Treasurer for the last 11 years. Over the past few years, in addition to Treasury, Rajat also had responsibility for the company’s FP&A function. Earlier on during his time at Bunge, Rajat spent a few years building out the company’s risk management function. Prior to Bunge, Rajat spent a total of 12 years at International Paper, Ciba Specialty Chemicals and Graphic Packaging in various Finance, Treasury and Risk management roles. Rajat holds a BSEE from the Indian Institute of Technology (IIT) and an MBA from Thunderbird. Rajat and his wife Vanita have two grown up children, a son-in-law and their dog, Raunak.March 3rd 2026-
12.00pm -12.30pmOperations and shared services for efficiency
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Digital wallets, stablecoins and crypto for corporates
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Hope Chapman
Strategic initiatives director
Ripple treasury
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Hope Chapman
Strategic initiatives director
Ripple treasury
Hope Chapman is a Strategic Initiatives Director at Ripple, where she drives M&A integrations and digital treasury transformation across the company’s global portfolio. She leads the integration of key treasury technology acquisitions focused on unlocking capital efficiency, maximizing liquidity value, and modernizing how financial institutions manage and deploy assets at scale. Prior to joining Ripple, she led global data and analytics product teams at Expedia Group.
Hope operates at the intersection of treasury operations, stablecoin infrastructure, and strategic M&A — focused on creating economic value through smarter, more accessible financial systems.
March 3rd 2026-
12.00pm -12.30pmDigital wallets, stablecoins and crypto for corporates
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Investing and diversification as rates change
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Cathy Fields
VP, treasurer
Hitachi Digital LLC
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Cathy Fields
VP, treasurer
Hitachi Digital LLC
Cathy Fields, MBA, CTP Vice President, 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 the Vice President, Treasurer for Hitachi Digital LLC. She is responsible for Global Treasury, Credit, and Insurance Operations that support Hitachi Digital LLC and all of its companies. In recent years, Cathy has also provided 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 for all Hitachi companies. Cathy has a BS in Exercise Physiology from California State University Fullerton and earned her MBA in International Business from National University. She has held her CTP Certification (Certified Treasury Professional) since 1998.
March 3rd 2026-
12.00pm -12.30pmInvesting and diversification as rates change
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