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​​​(Default location/time, unless otherwise posted)

One Market Restaurant

1 Market Street

San Francisco, CA 94105

When:  3rd Tuesday of Each Month

             (Unless otherwise stated)

Time:    12:00 PM - 1:30 PM

              (Registration begins 11:30 AM PST)

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

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

Tuesday, January 22, 2019 

"Building a dynamic culture and brand within treasury and tax"
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:
                             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:

Tuesday, October 15, 2019


Tuesday, November 19, 2019

Tuesday, December 17, 2019

2019 Holiday HAPPY HOUR Celebration"
@ One Market Restaurant, San Francisco, CA  94105
(5:00 - 6:30 p.m.)

meeting place

2019 calendar & events

​​​​​Next Upcoming Event:

Tuesday, August 20, 2019

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

@ Noon PM - 1:30 PM PST

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



RSVP required to attend

2019 meeting schedule

Building bridges between treasury professionals

​​San Francisco Treasury Management Association (SFTMA)