2022 Calendar & Events

LIABILITY DISCLAIMER:  Upon submission of your RSVP, you hereby hold harmless the officers, promoters, lessees and lessors of the San Francisco Treasury Management Association (SFTMA) for any loss or injury to yourself or others or your property or the property of others which may occur during and/or due to your voluntary participation in any membership sponsored event.

ELECTRONIC SIGNATURE: By clicking the “Submit” button, you have created an electronic signature as legally binding as your hand-written signature.

[Check back regularly to see announcement details of upcoming events!]

​Tuesday, January 25, 2022

[VIRTUAL - Hosted by WebEx]
"SFTMA 2022 Economic Outlook: Is the Past our Future, or is There Something More to Consider?"

Simona – Chief Global Economist, State Street Global Advisors
Sue Hill – Head of Government Liquidity, Federated Investors
Kevin Kennedy – Head of Liquidity Portfolio Management, Western Asset Management
Marvin Loh – Head Strategist for Global Markets, State Street Global Markets

​Tuesday, April 19, 2022
[VIRTUAL - Hosted by WebEx]

"Macro & Markets Discussion:  Ukraine and The Fed"
​Please join the SFTMA for a discussion of current macro-economic environment and the Fed’s actions on the implications for the Market.

​​Our Panel Speakers:
Elliot Hentov – Head of Macro Economic Policy Research - SSGA
James Palmieri – Senior Fixed Income Portfolio Manager - SSGA

Tuesday, May 17, 2022

[VIRTUAL - Hosted by WebEX]

​“Future of Banking:  Come learn about “banking as a service” and Sustainable Finance""

​​Our Panel Speakers:
Kristen Parson, 
Head of West Coast Corporate, HSBC
Christopher Ames, 
Head of Climatetech Coverage, HSBC
Brian McKenney, 
Head of Strategic Initiative, HSBC

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

​​*** IN PERSON***

Free to practitioners

$75 for vendors

Registration is Required


Calendar & Events


Next Upcoming Event IN PERSON:

September 28, 2022

6:00-9:00PM PT

​​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

Julia Sadler, Managing Director, J.P. Morgan Asset Management
6:00pm - Opening Reception
                  7:00pm - Roundtable/Panel Discussion
                  9:00pm - Event Concludes
Grand Bay Hotel
                  223 Twin Dolphin Drive
                  Redwood City, CA 94065
CTP/CCM/FP&A Credits:  TBD

Register online