Our speakers bring strategic insight, practical experience, and forward-thinking perspectives to today’s most critical treasury topics. From liquidity and risk to fintech partnerships and automation, these leaders are helping define the future of the treasury function. Explore a lineup of peer-to-peer discussions and expert panels designed to deliver actionable strategies for today’s evolving financial landscape.
Robert K. Chan is Treasurer at UL LLC, where he leads global treasury, debt capital markets, and related liquidity strategy. He brings extensive international experience overseeing cash operations, improving cash visibility and investment processes, and supporting M&A due diligence and post-merger integration. Previously, he held treasury leadership roles at CDK Global, Dover Corporation (European Treasurer, Geneva, Switzerland), Sara Lee, and Reyes Holdings. He began his career in public accounting in Hong Kong and corporate banking. He holds the CTP, CPA, and ARM credentials and an MIM from Thunderbird, Global School of Management.
Don Coburn is President of Bottom Line Experts (BLX), a specialized corporate expense reduction firm. He helps mid-market and enterprise organizations turn existing operating expenses into measurable, recurring bottom-line improvement. For treasury and finance leaders, Don and the BLX team provide a practical, cash flow-focused approach to uncovering hidden margin without adding headcount, changing providers, or disrupting operations. Companies working with BLX can expect an average 25% impact. Beyond Bank and Treasury Optimization, Don leads a team focused on reducing costs across Small Parcel Shipping, LTL/TL Freight, Health Insurance, Credit Card Processing, and Telecommunications. His strategies have optimized expenses and returned working capital for organizations including Buckle, Fastenal, Lenovo, PING, and Tempur-Pedic. As a Gold Sponsor of the 2026 Treasury Leadership Summit, Don will discuss how finance leaders can move beyond traditional cost-cutting and use strategic expense reduction to create enterprise value.
Steven J. DeLutri is a seasoned treasury and payments leader with more than 20 years of experience driving innovation, efficiency, and strategic growth across financial operations. As Vice President, Managing Director, and Assistant Treasurer at OneMain Financial, he leads a team responsible for corporate cash management, consumer payments, and disbursement strategies across a nationwide enterprise. Throughout his career, Steve has modernized complex payment infrastructures, integrated treasury operations following major acquisitions, and cultivated partnerships that have delivered multi-million-dollar savings. Before joining OneMain, he held key treasury and financial roles at CNL Financial Group, HD Supply, and The Walt Disney Company. A Certified Treasury Professional (CTP), Steve is an active member of the Association for Financial Professionals, Nacha’s Payment Innovation Alliance and serves on multiple industry advisory councils. His leadership reflects a deep commitment to innovation, collaboration, and advancing best practices in treasury and payments.
John Engeman is a seasoned finance and treasury executive with leadership experience across global organizations in fintech, insurance, fashion, jewelry, healthcare, and telecommunications.
Prior to joining InvestCloud, he served as Vice President and Treasurer at National General Insurance, Senior Director of Finance at Theorem, Head of Treasury at David Yurman, Vice President and Assistant Treasurer at Kate Spade, and Treasurer at Agfa Corporation. John is a Certified Treasury Professional (CTP), Certified Management Accountant (CMA), and Certified Financial Manager (CFM). In addition to his corporate leadership, he is an accomplished Toastmaster and earned the organization’s highest distinction, Distinguished Toastmaster (DTM). He holds an MBA in Finance from Hofstra University and a BBA in Finance from the University of Notre Dame and is the author of 12 Lessons for Success in Business and Beyond. John currently serves as Director of Treasury at InvestCloud.
Robert Gosma, CTP, is the VP and Assistant Treasurer at RR Donnelley, where he leads domestic and international treasury operations with a focus on aligning financial infrastructure with long-term corporate strategy. A Certified Treasury Professional and dynamic leader specializing in global treasury architecture, Robert has successfully spearheaded treasury centralization, international center creation, and complex treasury spinoffs. His expertise spans the full corporate finance lifecycle, including M&A integrations, debt financing, and the implementation of sophisticated in-house banking and pooling structures, all while maintaining rigorous debt compliance and working capital optimization. Recognized for his relationship-driven approach, Robert excels at fostering global institutional partnerships and driving operational excellence to enhance fiduciary integrity and organizational resilience.
Alan Heap is an accomplished finance and treasury executive with more than 20 years of progressive leadership experience across multiple industries in corporate treasury and business finance. He currently serves as Treasurer at TreeHouse Foods, where he oversees treasury operations and insurance while supporting the company’s capital structure, liquidity strategy, financial controls, and enterprise risk management priorities. Throughout his career, Alan has led initiatives that improved forecasting accuracy and cross-functional processes, optimized liquidity and investment strategies, strengthened financial controls, enhanced debt covenant compliance, and supported capital markets, M&A integration, and risk management activities. Alan is a Certified Treasury Professional and holds an MBA from The Ohio State University and a Bachelor of Science in Business Management from Brigham Young University.
Jie Hua is MD&GM; Head of Corporate Treasury Department, Americas Division (CTDAD) and CUSO Treasurer/Co-Treasurer for SMBC Group in the Americas. Jie is primarily responsible for Corporate Treasury to establish and enhance AD’s ALM, liquidity management, and capital management capabilities. Prior to joining SMBC, Jie worked in Citigroup Corporate Treasury, building out its global Funds Transfer Pricing system and led its implementation in North America, EMEA and APAC. Before that, Jie led Comprehensive Capital Analysis and Review (CCAR) and Current Expected Credit Losses (CECL) teams at Royal Bank of Canada (RBC), and the related engagement with the Federal Reserve Board. Prior to RBC, she held various senior roles in Treasury Liquidity, FTP and ALM, Balance Sheet Optimization, and Financial Planning &Analysis at Citigroup, Deutsche Bank, and Merrill Lynch. Jie has a Bachelor of Science degree in Mathematics from University of Chicago and a Master degree of Business Administration in finance from University of Chicago.
Tamara Saront-Eisner leads Treasury and M&A for the Americas Hub at Air Liquide, a Fortune 500 French company and the world leader in industrial gases. The hub represents more than 40% of the group’s consolidated revenue following the acquisition of Airgas in 2016. She joined Air Liquide in 2015 as VP and Treasurer, overseeing treasury activities across the Americas, including cash management, trade finance, risk management, pensions, banking, forecasting, and foreign exchange and commodity risk management. In 2021, she also assumed responsibility for M&A, leading acquisitions and divestitures in the region. Previously, Tamara held finance leadership roles at Repsol, including local CFO in the U.S. and Regional Treasurer for the U.S. and Canada. She serves on the board of the Association for Financial Professionals and holds degrees from the University of San Andres and the London School of Economics.
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