Treasury Function - Best Practices for Early-Stage Companies

In this Navigating Uncertainty session, Thejo Kote, CEO/Founder of Airbase will discuss the treasury function with Brett Tighe, SVP, FP&A & Treasury at Okta, and David Tao, Head of Risk, Treasury, & Payments at Gusto. Their perspectives are drawn from careers that include treasury experience at other multinational organizations – Salesforce and Uber respectively. 

Our panelists will identify the critical aspects of the treasury function that small to midsize companies should be aware of in the current environment. The discussion will focus on when and how to build out a full treasury function and the experience, skills, and tools to consider for its success. 

We will also look at how companies with international payments and operations must address both banking relationship issues and currency risk management considerations. The panel will share best practices for cash and risk management in this unprecedented business environment.