How Treasurers Move from Operational Roles to Strategic Impact

Most treasury careers don’t follow a plan - they evolve through unexpected opportunities, bold decisions, and continuous reinvention.

Recorded LIVE from our Treasury Career Corner event in New York, this episode brings together three senior treasury leaders - Bob Kane, Deepali Chawla, and Keith Gaub to share how their careers evolved from chance beginnings into strategic leadership roles.

In this LIVE session in New York, three experienced treasury leaders share how their careers evolved - often unexpectedly - into senior strategic roles. From accidental entries into treasury to leading global teams and influencing enterprise decisions, the discussion explores how treasury has shifted from an operational function to a critical strategic partner.

Meet the Guests:

• Bob Kane (Vice President, Corporate Treasurer at Neptune Retail Solutions) - transitioned from FP&A and finance roles into treasury, building expertise through experience and professional networks.
• Deepali Chawla (Chief Treasury Officer at Moody’s Corporation) - began in finance operations before moving into treasury, progressing through global roles and leadership positions across multiple organisations.
• Keith Gaub (Vice President & Assistant Treasurer at Bristol-Myers Squibb) - started in banking and moved into corporate treasury, where he helped build treasury functions and lead major capital markets activities.

The panel highlights the importance of adaptability, internal and external relationship management, and maintaining a forward-looking mindset in a rapidly changing environment shaped by technology, AI, and global business dynamics.

Key topics discussed:

• Non-linear treasury career paths: Careers shaped by chance rather than structured planning
• From operations to strategy: Treasury evolving into a key driver of enterprise decision-making
• Learning through experience: On-the-job development as a core driver of career growth
• Enterprise mindset and internal influence: Building cross-functional relationships and business understanding
• Managing banking relationships: Using transparency and communication to balance partnerships and outcomes
• Leading global teams: Driving ownership and alignment across regions in a hybrid environment
• AI and technology in treasury: Embracing innovation while maintaining control and judgment
• Career progression strategies: Leveraging networking, visibility and intentional career planning
• Execution and credibility: Delivering consistently and producing decision-grade outputs

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