Networking Opportunities

The SFTMA provides a great opportunity to network with treasury service associates and practitioners throughout the area.  Members and guests are encouraged to attend the monthly meetings generally held on the third Tuesday of each month.  There are ten meetings throughout the year that features guest speakers presenting timely topics / issues related to the Treasury field.  One of the ten meetings is a joint meeting with the other tw local TMA Chapters (Silicon Valley TMA and Pennisula TMA).  This dinner event provides an great opportunity to network with other major companies in the surrounding areas.

Once a year, in conjunction with the Peninsula Treasury Management Association and the Treasury Management Association of Silicon Valley, the SFTMA sponsors the San Francisco Treasury Management Symposium. The Symposium offers an extensive slate of educational and networking opportunities. Several sessions are offered in the oneday event. The sessions cover a broad scope of treasury issues affording participants the opportunity to gain insight from their professional peers on how different businesses approach treasury issues. .

CTP Certified

The Certified Treasury Professional (CTP) is an examination-based certification and is widely regarded by treasury managers as one of the leading credentials in the field, reflecting an extremely high standard of professionalism. The CTP certification is offered by the Association for Financial Professionals (AFP). Information regarding the certification and the exam may be found at http://www.afponline.org/.

The SFTMA encourages everyone to become a CTP, by taking the certification exam. Every year, in order to help candidates to prepare for the CTP examination, the SFTMA CTP Study Group Chairmen, Janet Reinstra, in conjunction with local financial institutions organize two study groups in March and September.

In addition, Certified Treasury Professionals can earn up to ten CTP continuing education credits for attending qualified monthly meetings.

In addition, Certified Treasury Professionals can earn up to eight CTP renewal credits for their participation in the Symposium.