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The Strategic Role of Treasury and Career Advice for Treasury Professionals

  • Thursday, November 22, 2018
  • 11:30 AM - 1:30 PM
  • The National Club, 303 Bay Street, 3rd Floor
  • 12


Registration is closed

We are heading towards a new year with new goals
and it is a good time to take stock of one's career plans.  To support you in that process, join the TMAC Toronto community as it hosts a panel of treasury professionals at different stages of their careers who will share their perspectives on how their roles have evolved, how they think about their careers and what personal development steps they recommend as critical to succeed in this profession.  To complement the practitioner views, we will also include a professional recruiter from the treasury space to outline her views on key skills sets you should foster during your career journey.

Don't miss this chance to network with industry peers and take full advantage of real-world insights and guidance from those who have succeeded in the field!

TMAC is thrilled to invite the following individuals to participate in this panel discussion for this educational session:

MEL D'SOUZA (Speaker)  Mel is currently in transition, and was most recently, VP, global Treasury Operations at Manulife Financial leading a team of over 100. He was accountable for moving around C$1 billion daily across the rails of cheques, wires and ACH along with related control and compliance activities. He is an accountant (CPA, CGA) and a treasury professional (CTP), who served on the Association of Financial Professionals (AFP) Board of Directors from November 2016 to October 2018. 

AMIT KAPUR - (Speaker)  Amit Kapur is currently Vice President & Treasurer at ATS Automation and brings extensive experience in corporate finance, operations and capital markets. Amit has raised $25B+ of capital in dozens of transactions ranging from investment grade bank debt to complex foreign tax-driven off-balance sheet structures while managing global teams. Amit has negotiated terms and conditions on many financial instruments including commercial paper, bonds and debentures, asset-backed loans, securitized receivables, private placement notes, committed credit facilities and bank lines of credit.

In previous roles, Amit was the CFO of a private equity sponsored specialty finance company headquartered in Canada which he helped grow and eventually sell. In this role, Amit helped grow the balance sheet, secure long-term financing and helped develop new lines of consumer product offerings. ​  Amit also spent 10 years in a number of senior management roles at General Electric, where he served as Treasurer of GE Canada, the United States and Middle East. ​In addition​, Amit had also served as ​the Vice President & Treasurer at George Weston and their group of companies including Loblaws and PC Bank. Amit began his career at Ernst & Young. Amit is a CPA, CA, a CFA Charterholder and has his CPA (Illinois). In addition, Amit earned his MBA from The Johnson School at Cornell University and his Honours Bachelor of Commerce from McMaster University.

NASREEN SOMANI - (Speaker)  Nasreen’s extensive experience in Global Treasury, which includes a unique combination of banking and corporate treasury roles, gives her the breadth of knowledge and skill set that enables her to earn and uphold the confidence of internal and external stakeholders, in a highly competitive market. Her commitment to excellence and continuous improvement, as well as her desire to learn something new each and every day, is reflective of her passion for treasury, which has been recognized and acknowledged by clients and colleagues alike. Having worked in various industries and corporate structures, Nasreen possesses strong rapport building skills, has the ability to create advocates and has continued to forge a progressive career path to handle ever increasing responsibilities.

Nasreen believes in focusing on collaboration over competition, in working together to support, inspire and assist one another, and is always willing to share ideas on how we, as treasury professionals, can help raise one another.

DANIELLE HUGHES - (Speaker)  Danielle is a Managing Director at Vlaad and Company. She covers the Treasury space within the financial institutions sector, and has extensive experience in Corporate and Commercial Banking, Global Payments & Cash Management, and Trade Finance. Danielle has an Honours B.A. from the University of British Columbia, and a M.A. in Counselling Psychology (specializing in Industrial Psychology).  In her spare time, Danielle competes in golf and tennis, has participated in numerous marathons and triathlons, and is trying to improve her kiteboarding skills. She co-chairs the Lambton Tennis Inspires Gala, an annual charity event that funds tennis camps for underprivileged kids. She and her husband recently completed a trip around the world where they visited 17 different countries, and counts Cambodia, Kenya and Iceland as three of her favourites.

CATHY PIN - (Moderator)  As the Head of Client Management at HSBC Bank Canada, Cathy oversees the implementation and servicing of HSBC’s Global Liquidity and Cash Management solutions enabling businesses to connect and grow domestically and internationally. With over 20 years’ experience in the payments and financial service industry, Cathy brings a technology and commercial focus to the business of moving money. Prior to HSBC, Cathy lead CGI’s Global Payment Solution group setting product direction, go-to-market strategy and delivering for CGI’s suite of payment products including payment engines, financial messaging and AML filtering solutions. She developed her strong understanding of financial services from her 15 years at Bank of Montreal where she held a variety of leadership positions managing the Bank’s ATMs, cash management products and offers for commercial and small businesses. Cathy also brings a unique technology lens to her roles, having worked at Hewlett-Packard in a marketing and sales capacity and having taught high school computer science prior to her business career.

Cathy holds an MBA from the Ivey School of Business Administration, a Bachelor of Education from the University of Western Ontario and an Honours Bachelor of Arts from York University. When not busy enjoying her daughters competitive hockey schedule in various hockey arenas, Cathy enjoys staying current reading about new technologies such as DLT and the evolving world of financial services.

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