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Register for March Lunch & Panel

Past Events

January 24, 2024

"State of the Macroeconomy"

Join SFTMA virtually Wednesday, January 24 at 1:00PM as we discuss the current state of the global economy with Aurora Macro, an independent advisory firm. The discussion will cover many topics important to treasury, including:

  • Expectation around current and future monetary policy for U.S. and rest of the world 
  • Impact of current and potential geopolitical events for treasury
  • State of the Eurozone
  • Currency risk and strength of USD
  • And more​


Wednesday, August 30, 2023 12:00-1:00PM PT 
"Money Markets Update: Reform, the Fed, Inflation and More"


Will Goldthwait, Portfolio Strategist, State Street Global Advisors
Money market funds (MMF) are seeing record investments and some of the highest yields in decades. How long will this last and how may MMF reform impact the industry and treasury organizations who rely on MMFs as a short-term investment vehicle? Join the SF Treasury Management Association’s virtual August meeting to discuss with experts from American Honda, State Street and ICD. Bring your questions. Registration is required. 


Kim Kelly-Lippert, CTP, Treasury Management, American Honda Motor Co.
Justin Brimfield, Chief Marketing Officer, ICD
Will Goldthwait, Portfolio Strategist, State Street Global Advisors

​​Wednesday, September 26 12:00-1:00PM PT 
"Cash Forecast: Past, Present, Future"
Corporations spend significant time and effort on cash flow forecasting to enable intelligent liquidity and working capital decisions. An effective forecast enables businesses to plan cash surpluses more effectively, efficiently cost control, and operate at optimal costs in the long run. This empowers companies to implement a predictable, data-driven growth strategy, which is key to future success.

How do we improve the accuracy of cash forecasts and the data that compromises them?
This session will:
- showcase the impact of forecasting automation
- demonstrate the value of APIs, AI, and analytics in forecasting

Moderator: Chris Allen, VP of Sales, Trovata

Industry Practitioners 
- Mary Desmond,Director of Financial Operations, Sealaska
- Karan Sihota, Treasury Manager, Workday Inc.
- Sharon Ching, CTP, CPA, Assistant Treasurer, Ai Fire

Calendar & Events

Register for the upcoming SF Treasury Symposium:

In Person Event | March 6 at Noon | One Market Restaurant San Francisco

Register today to join SFTMA for an in-person luncheon Wednesday, March 6 at Noon at One Market Restaurant in San Francisco. 

Treasury Panel Discussion: Past, Present & Future

This will be a live, candid discussion with senior treasury leaders about their paths, opportunities, priorities and trends they see for 2024.

Panelists -- More to be announced soon:

  • Aaron Frank, Treasurer, First Republic Bank
  • Brandon Hillstead, Assistant Treasurer, Autodesk

Register via the form on the right as seats are limited. Free to all paid members and active treasury practitioners. $100 for vendors and guests.