*****Special Date*****

Tuesday, January 22, 2019 

"Building a dynamic culture and brand within treasury and tax"
 Presenters: 
Kirsten Nordlof, Treasurer, Autodesk

                    Liz Kwong – Assistant Treasurer, Autodesk
                    Nichole Krause, Treasurer, Zendesk

         

Tuesday, February 19, 2019

"Economic Outlook: 2019 and Beyond"
Presenter:  Scott Anderson
                  EVP-Chief Economist, Bank of the West


Tuesday, March 19, 2019

"Evaluating Your Investment Managers:  A Guide on How to Select and Maximize the Relationship"
Presenters: Greg Whipple, Account Executive, Clearwater Analytics

                  Allison Rossi, Senior Treasury Manager, Square


Tuesday, April 16, 2019

"Disruptive Technology and Innovation in Treasury Today"

Presenter:  David Temme, SVP, Treasury Solutions Group, PNC Bank


Friday, May 10, 2019 *********The 30th Annual San Francisco Treasury Symposium**********

                             For more information, go to:  www.sftreasurysymposium.org
                             To receive updates on this event, join our mailing list HERE.


Tuesday, June 18, 2019

Global Cash and Banking Transformations - A Treasury Discussion

Please join us for a discussion on creating various treasury structures, selecting and setting up bank and cash partners globally, creating efficiencies and centralizing vs. decentralizing.


Presenters:  Richard Lucero, Assistant Treasurer, Dolby Laboratories, Inc.

                   David Watt, Head of Treasury, Sonder, Inc.


Tuesday, July 16, 2019

​​“Reconciliation of Automation: Robotic Process Automation"


Presenter:  Shruti Saxena, Senior Consultant, FIS Global
                 Wesley Morris, Senior Sales Executive, FIS Global


Tuesday, August 20, 2019

"Structuring Investments and Debt for Corporates and Treasury Function Best Practices to Support Them"

Presenters:  Nancy Mar – Founder and President – Treasury Foundations, Inc.
                   Tony Lotharius – Vice President, State Street Global Markets



September 2019 *************2019 Bay Area Joint TMA Dinner*************

                               Join our mailing list HERE to get updates!
                               For more information, go to:  www.sftreasurysymposium.org


Tuesday, October 15, 2019

Economic Outlook and Liquidity Discussion with Federated Investors and Fidelity Investments"

Please join Debbie Cunningham, EVP and CIO of Global Liquidity Markets at Federated Investors and Kerry Pope, Senior PM for Fixed Income of Fidelity Investments for a panel discussion on the global economic outlook, challenges and opportunities and how to better position your company in response.

Presenters:  Debbie Cunningham, EVP and CIO of Global Liquidity Markets, Federated Investors
                   Kerry Pope, Senior PM of Fixed Income, ​Fidelity Investments

                

Tuesday, November 19, 2019

Who is Hedging What….and Why?


Presenter:  Helen Kane, CEO

                 Hedge Trackers LLC


For the last 20 years, Hedge Trackers, LLC has been helping Bay Area companies put in place hedge programs to protect cash and earnings from currency, interest rate and commodity price risk.  In this conversation Helen Kane, Founder and CEO, will walk us through why companies hedge, when they start hedging, and what different strategic approaches companies consider when implementing hedge programs. 


Tuesday, December 17, 2019

2019 Holiday HAPPY HOUR Celebration"
@ One Market Restaurant, San Francisco, CA  94105
(5:00 - 6:45 p.m.)

2019 meeting schedule

​​San Francisco Treasury Management Association (SFTMA)

Building bridges between treasury professionals