Tuesday, June 21, 2022
[VIRTUAL - Hosted by WebEX]
​​“Evolution of Payments"
Treasury services is rapidly evolving with payments being at the forefront of change. Driven by technological innovation, regulation and competition, banks are transforming and evolving payment services to help their clients adapt and evolve so they are not left behind. This session will highlight the evolution of payments, Web3, digital assets, and Metaverse. 

​​Our Speaker:
Tiffany Wan,
Managing Director, Treasury Product Executive, Global Transaction Services, Bank of America

Tuesday, June 21, 2022
[VIRTUAL - Hosted by Zoom]
​​“Taking a Financial Data Approach to Non-Financial Data"
How do treasury organizations manage non-financial data, like counterparties, accounts, staff, partners and documents? Hear from Treasury 4 and a client case study about how a common platform using concepts like periodicity and business intelligence tools can drive more effectiveness and use cases of the underlying data for treasury organizations. 

Savanah Reilly, Corporate Controller at NWR, Inc.
Ed Barrie, Chief Product Officer at Treasury 4

Wednesday, September 28, 2022

​​To IPO or Not to IPO, that is the question! 
The San Francisco Treasury Management Association (SFTMA) and Silicon Valley Association for Financial Professionals (SVAFP) cordially invite you to our first event back in person on Wednesday, September 28. Attendees will enjoy food, drink, networking and an expert panel.

Jim Cox, CFO, Clearwater Analytics
Previn Waas, US Software Industry Leader & IPO Services Leader, Deloitte & Touche LLP
Lucy Wang, Managing Director, J.P. Morgan
Moderator: Julia Sadler, Managing Director, J.P. Morgan Asset Management

Thursday, November 17, 2022 | 12:00PM
The Fed, Inflation & the Dominant Dollar

[VIRTUAL - Hosted by Webex]
How are treasurers grappling with the inflationary pressures, alongside geopolitical uncertainty? What are the challenges in liquidity management? All these questions and more will be answered in a discussion moderated by a practitioner with two experts in the industry. You won't want to miss this.

Moderator: Tam Luu, CTP, Treasury Manager, DivcoWest
Brian Buck, Executive Director, Product Specialist, Morgan Stanley Global Liquidity
Laurie Brignac, CIO, Head of Liquidity, Invesco

Wednesday, February 15 at 12:00PM PST
AFP Certifications Info Session

[VIRTUAL - Hosted on Zoom]
Join us February 15th at 12pm (PST) with our partners, The Association for Financial Professionals (AFP) for a presentation covering two certifications in Finance.

This complimentary 45-minute information session will explore two certifications in finance – the CTP and the FPAC. An overview of each certification will be provided, along with suggestions on how best to prepare for the exams, using AFP’s exam prep platform, details on exam content, and a Q&A period to answer your questions. For those in Treasury, FP&A, or any other finance role, this is an excellent opportunity to learn how certification can increase your understanding of best practices, while differentiating yourself from your peers.

2022 Calendar & Events

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Calendar & Events

We are excited to announce the 2023 San Francisco Treasury Symposium will be held on Friday, May 12th at the Santa Clara Marriott.

Learn more here: https://www.sftreasurysymposium.org/

Friday, March 31 1:30-2:30PM PT

"Evolving Banking Industry Panel"

​How are treasurers grappling with the recent banking turmoil, especially when it comes to capital preservation, liquidity management, risk and exposure. Join this topical and engaging virtual panel to hear from what experts are seeing in the marketplace, and how this impacts treasury professionals.

Moderator: Tam Luu, CTP, Treasury Manager, DivcoWest


  • Joseph S. Madrid, CFA, Head of Credit Portfolio Management - Global Liquidity, Invesco
  • Laurie Brignac, CIO, Head of Liquidity, Invesco
  • Will Goldthwait, Portfolio Strategist, State Street Global Advisors