CFO Panel Series: Developing Tomorrow's Finance Leaders

  • Wednesday, 12 June 2019
  • 4:00 pm - 6:00 pm
  • CPA Austalia, 20/F Tai Yau Building, 181 Johnston Road, Wanchai, Hong Kong
[Blog] Cfo Panel Series

On behalf of CPA Australia & Ambition, we are delighted to invite you to our upcoming CFO Panel Series 'Developing Tomorrow’s Finance Leaders’.

Come and join us for an interactive discussion with our distinguished panel of speakers:

  • Gabriella Montandon, Strategic Business Adviser at The Lane Crawford Joyce Group
  • Joe Wan, CEO at Tricor Hong Kong
  • Winnie Tse, Chief Administrative Officer and Group Controller – Head of Finance, Asia at Taubman Asia
  • Krishnaswamy Swaminathan, Chief Financial Officer at IBM Hong Kong

 Moderator: Youni Nip, Divisional Manager, Finance & Accounting at Ambition

Tomorrow’s finance leaders will face a whole myriad of challenges that the traditional CFO of the past has never faced. Not only will they be confronted with the rapid pace of technological change, ongoing economic uncertainty and geopolitical instability, they must also navigate an increasingly complex global marketplace with a growing millennial workforce that demands a whole new style of leadership. Join us as our panel attempt to answer how best to develop world-class finance leaders today ready for the challenges they will face tomorrow!

Please RSVP by Tuesday, 4th June as spaces are limited.

Our Speakers

Gabriella Montandon - Strategic Business Adviser, The Lane Crawford Joyce Group

Gabriella Montandon is Strategic Business Adviser for Joyce, within the Lane Crawford Joyce Group, running the company’s daily operations and helping to shape future strategy.

With over 20 years of experience working for renowned brand names in FMCG, Retail, and Services, Gabriella focuses on businesses in transformation, helping to make improved operational, strategy and governance decisions based on core values.

Gabriella is a CA with CA ANZ and a Fellow with the HKIPCA.  She is involved within the Hong Kong Community, to actively mentor and sponsor women in leadership positions and to drive greater representation of Women on Boards.


Joe Wan - CEO, Tricor Hong Kong

As the CEO of Tricor Hong Kong, Joe Wan is an innovative executive with extensive experience in professional services, financial services, and accounting. He joined Tricor in July 2018 as the Deputy CEO of Tricor in Hong Kong.

Joe is responsible for leading the commercial development and operations of Tricor's Hong Kong business, encapsulating the corporate and business services and investor services functions. Tricor's Hong Kong business counts over 700 professionals who serve over 10,000 clients, including over 1,200 listed on the Stock Exchange of Hong Kong.

Prior to joining Tricor, Joe was the Executive Director, Chief Financial Officer, and Chief Risk Officer at Everbright Sun Hung Kai Limited, a full-securities-licensed integrate financial service provider. From 2016 to July 2018. Joe was instrumental in growing the business and managing key clients.

Joe was Head of Finance & FP&A/Financial Controller, Vice President at MetLife Hong Kong from 2014 to 2016, leading a team of 15 finance and financial planning and analysis professionals. From 2004 to 2014 Joe worked at PwC Corporate Finance, responsible for originating deal flow for the firm's corporate clients.

Joe graduated in 2002 from the University of British Columbia, Canada, with a Bachelor of Commerce in Accounting. He became a member of The American Institute of Certified Public Accountants (AICPA) in 2004. He obtained a Master's degree in International and Public Affairs from The University of Hong Kong in 2017.

Joe gives back to society and outside his regular professional activities has been actively involved in a number of organizations, such as the director of Shine Tak Foundation, the member of The Hong Kong Chi Tung Association Limited, Executive Director of Hong Kong New Youth Energy Think Tank and the member of French Chamber Hong Kong.


Winnie Tse - Chief Administrative Officer and Group Controller – Head of Finance, Asia, Taubman Asia

Winnie Tse is the Chief Administrative Officer and Group Controller – Head of Finance, Asia. In this role she leads the Finance team and oversees all accounting and financial reporting across Asia. She also has indirect responsibility for Human Resources and Information Technology in this region – both of which report directly to the U.S. Head Office.

Ms. Tse has worked with Taubman Asia since 2005 and has successfully led the finance function through the company’s entry into China, Korea and Macau. She has also been part of the global team that created the necessary interface required for corporate tax, treasury and financial reporting as the Asia business launched as a start-up and grew into a retail real estate platform with operating assets.

Prior to joining Taubman Ms. Tse worked a stint at Deloitte Touché Tohmatsu; and before that five years at KPMG Certified Public Accountants.

She has a master of commerce in Fund Management and a bachelor of commerce in Accounting and Business Economics – both from the University of New South Wales, Australia.

Ms. Tse is a certified public accountant in Hong Kong and Australia, and hold a membership of the Associate Chartered Management Accountant, Chartered Global Management Accountant.


Krishnaswamy Swaminathan - Chief Financial Officer, IBM Hong Kong

Krishnaswamy Swaminathan (Krish) took over as IBM Hong Kong Chief Financial Officer in January 2018. Krish brings with him a wealth of experience gained during his long career with IBM, initially in India and later for the most part in Singapore.

Krish has deep experience in diverse functional roles in Treasury, Financial Planning, Credit Risk Management, Pricing, Business Controls and Corporate Audit which has laid the foundation for his broad-based finance roles like CFO, IBM Global Financing – Asia Pacific and CFO, IBM Singapore and now CFO, IBM Hong Kong.

Having done several regional roles, Krish has a deep understanding of the environment in Asia Pacific and the balancing of risk and growth in such environments. He has a strong track record of developing highly skilled finance teams in a remote and cross-cultural environment.

Krish is a Chartered Accountant from India.