Membership Benefits

Fun and Educational Meetings

Members are encouraged to attend the monthly meetings (held on the third Tuesday of each month at the Palace Hotel, 2 New Montgomery Street, San Francisco, CA) or to send one substitute if the named member is unable to attend. Members are permitted to bring guests (for an added charge) to each meeting.

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

CTP Certification

Networking Opportunities