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Navigating Uncertainty

Treasury Function - Best Practices for Early-Stage Companies

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10:00am PT / 1:00pm ET, Thursday, May 7, 2020

About this panel

About

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. 

What you’ll learn

  • Critical aspects of the treasury function for mid-sized companies in the current environment.
  • Best practices in cash and risk management.
  • When is it the right time to build a treasury function?
  • The impact of international operations on banking relationships, payment needs, and currency risk.
  • Reporting and analytic tools for cash management.

Speakers

Brett Tighe
Brett Tighe

Brett Tighe

Brett Tighe

SVP, FP&A & Treasury at Okta
David Tao
David Tao

David Tao

David Tao

Risk, Treasury and Payments at Gusto
Thejo Kote
Thejo Kote

Thejo Kote

Thejo Kote

A seasoned entrepreneur, Thejo is the founder and CEO of Airbase, the cloud-based spend management platform for growing companies. Prior to Airbase, Thejo co-founded Automatic which was acquired by SiriusXM in 2017.
A seasoned entrepreneur, Thejo is the founder and CEO of Airbase, the cloud-based spend management platform for growing companies. Prior to Airbase, Thejo co-founded Automatic which was acquired by SiriusXM in 2017.

What you’ll learn

  • Critical aspects of the treasury function for mid-sized companies in the current environment.
  • Best practices in cash and risk management.
  • When is it the right time to build a treasury function?
  • The impact of international operations on banking relationships, payment needs, and currency risk.
  • Reporting and analytic tools for cash management.

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