Membership Benefits

Networking Opportunities

The SFTMA provides a great opportunity to network with treasury service associates and practitioners throughout the area. Members and guests are encouraged to attend the monthly meetings generally held on the third Tuesday of each month. There are 8-10 meetings throughout the year that features guest speakers presenting timely topics / issues related to the Treasury field.  One of the meetings is a joint meeting with the Silicon Valley AFP.  This dinner event provides an great opportunity to network with other major companies in the surrounding areas.

Once a year, in conjunction with the Silicon Valley Association for Professionals, 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 one day 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.

Educational Forum - CTP Certification

The Certified Treasury Professional (CTP) is an examination-based certification and is widely regarded by treasury managers as one of the leading credentials in the field, reflecting an extremely high standard of professionalism. The CTP certification is offered by the Association for Financial Professionals (AFP). Information regarding the certification and the exam may be found at http://www.afponline.org/.
 
The SFTMA encourages everyone to become a CTP, by taking the certification exam.  For a period of over 15 years, in order to help candidates to prepare for the CTP examination, the SFTMA CTP Study Group Chairmen, in conjunction with local financial institutions organize two study groups in March and September.

Certified Treasury Professionals can earn one CTP continuing education credit for attending qualified SFTMA monthly meetings where a speaker is present.  In addition, the annual Symposium (www.sftreasurysymposium) will offer additional CTP renewal credits for attendance as well..

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Types of Memberships*
There are two types of memberships offered by the SFTMA:

Associate:
A member who provides and/or sells treasury management services including, but not limited to, banking, consulting, advising, and investing.

Practitioner:
A member with responsibility for treasury management and/or related functions within an entity. This member is a "user" of treasury management services.

Any application for membership must be made in writing and may be submitted to the Board of Directors (officers) at any time. The Board or committee authorized by the Board will review each application and, if appropriate, certify that the applicant meets the qualifications for membership in accordance with the types of membership listed above. Membership shall commence upon such certification and upon payment of any required dues.