Manhattan skyline at dusk

Women in Treasury New York Forum 2019

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This year’s highly acclaimed Women in Treasury New York Forum takes place on Thursday 10th October at the historic Roosevelt Hotel in midtown Manhattan. This is the fourth year of this hugely successful event which is attended by women and men from corporations of all sectors and sizes, together with their banking and technology partners from across the US. Last year’s New York Forum was attended by over 150 people.

The Forum will open at noon with a vibrant pre-lunch reception, providing a great platform for attendees to form new industry contacts. During the reception, an informative presentation will showcase some of the key findings of our Women in Treasury Global Study 2019, proudly supported by State Street Global Advisors. The guests will then move to the ballroom for a sumptuous three course lunch, during which the inspirational panel discussion will take place with our leading industry speakers. The discussion will be moderated by Sophie Jackson, Joint Publisher & Head of Strategic Content, Treasury Today Group, who will facilitate an insightful debate on some of the topics highlighted by the respondents of this year’s study.

We are delighted to announce this year’s stellar panel including:

  • Catherine Portman – Head of Global Treasury, Uber

  • Lynda Johnson – Assistant Treasurer, Harley-Davidson

  • Kate Sandman McKinley – Senior Vice President and General Counsel, State Street Global Advisors

  • Laurette Delguercio – Director Global Employee & Client Engagement, Global Liquidity and Cash Management, HSBC

The panel discussion will be followed by a lively question and answer session, giving all guests the rare opportunity to make their voices heard, share their views and pose questions to the panel.

Table bookings are now being accepted on a first come, first served basis.

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New York 2019 panellists

Catherine Portman, Head of Global Treasury, Uber

Catherine Portman

Head of Global Treasury, Uber

Adam Smith Awards 2019 Overall Winner – Woman of the Year

Catherine is currently Head of Global Treasury at Uber. In this role she oversees all global treasury banking and operations, cash, investments, and foreign exchange. She is a native Californian and has worked at several large tech firms in Silicon Valley for over 20 years. She joined Uber in May 2019.

Lynda Johnson, Assistant Treasurer, Harley-Davidson, Inc.

Lynda Johnson

Assistant Treasurer, Harley-Davidson, Inc.

Lynda Johnson is the Assistant Treasurer for Harley-Davidson, Inc. and Harley-Davidson Financial Services, Inc. and leads global treasury operations and debt & capital markets. She joined Harley-Davidson in 2004. Past Harley-Davidson roles include Senior Director of FP&A, and Plant Controller. She also led the finance function and the subsequent divestiture of H-D’s Italy-based subsidiary MV Agusta. Previously she was CFO for several technology companies. Lynda serves on the Board of Trustees for Carroll University and the Milwaukee Repertory Theater. She is Carroll’s Treasurer and chairs its Audit Committee. She earned an MBA from The University of Chicago, an MS in Industrial and Systems Engineering from The Ohio State University, and a BS degree from Carroll University; and a CPA.

Laurette DelGuercio, Director, Global Liquidity and Cash Management, Employee Client Engagement, HSBC

Laurette DelGuercio

Director, Global Liquidity and Cash Management, Employee Client Engagement, HSBC

Laurette DelGuercio joined HSBC in 2018 leading global liquidity and cash management career development initiatives globally. She is responsible for helping colleagues reach their career goals and aspirations through having the right skills and experiences. Laurette focuses on diversity and inclusion particularly women’s initiatives that align with her philanthropic work. Laurette has over 25 years of product development, business management, change, and innovation experience across multiple financial institutions and fintech. Previously she spent 21 years with Citi. Laurette holds an undergraduate degree in Business Management from Westminster College.

Kate Sandman McKinley, Senior Vice President and General Counsel, State Street Global Advisors

Kate Sandman McKinley

Senior Vice President and General Counsel, State Street Global Advisors

Kate is responsible for the global legal affairs of State Street Global Advisors and oversees a team of experienced attorneys and paralegals located in Boston, Stamford, London, Dublin, Munich, Krakow, Tokyo, Hong Kong and Sydney. Kate is also a member of the Executive Management Group. Prior to taking on this role, Kate was the Chief Operating Officer of the Americas Institutional Client Group. Before joining Global Advisors, Kate was Assistant General Counsel at Columbia Management, and prior to that worked as an associate at WilmerHale LLP. Kate earned her Juris Doctor from Boston College Law School and a Bachelor of Arts from Boston College.

Sophie Jackson, Joint Publisher & Head of Strategic Content, Treasury Today Group

Sophie Jackson

Joint Publisher & Head of Strategic Content, Treasury Today Group

Sophie Jackson is Joint Publisher & Head of Strategic Content at Treasury Today Group and has 12 years’ experience in publishing. She began her career in a role in cultural publishing at the Dazed Group in London before moving to Tokyo in late 2010 to work as a freelance editor and consultant. Sophie headed up the launch of Treasury Today Asia in 2012 whilst based in Japan and then Hong Kong. Treasury Today Asia is now read by 65,000 corporates across Asia Pacific and our Adam Smith Awards Asia are in their sixth year. Sophie is a driving force behind our global Women in Treasury initiative and a passionate proponent of diversity and inclusion. She is a UCL graduate who studied in Paris and London and is based in Europe.

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