Women in Treasury New York Forum 2019 panel group photo

Women in Treasury New York Forum 2019

Women in Treasury logo

This year’s highly acclaimed Women in Treasury New York Forum took place on Thursday 10th October at the historic Roosevelt Hotel in midtown Manhattan. This was 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. This year’s New York Forum was attended by over 150 people.

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

This year’s stellar panel featured:

  • Lynda Johnson – Assistant Treasurer, Harley-Davidson

  • India Gary-Martin – Executive Coach, Leadership Expert & Advisor, Leadership for Executives

  • Catherine Portman – Head of Global Treasury, Uber

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

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

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

New York 2019 panellists

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.

India Gary-Martin, Executive Coach, Leadership Expert & Advisor, Leadership for Executives

India Gary-Martin

Executive Coach, Leadership Expert & Advisor, Leadership for Executives

India has held a number of global C-Suite roles including expatriate assignments in London, Frankfurt, Tokyo and Hong Kong. In her final role at J.P. Morgan In London, India was Managing Director & Global COO for Investment Banking Technology and Operations. She is a globally recognised leadership expert and coach with a clientele of C-Suite executives from around the world. She is a former adjunct professor of Corporate Education at Temple University in Japan and is on the current coaching faculty at Georgetown University for the Exec Master's in Leadership.

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.

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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