Innovation in Treasury: Stanford’s Creation of UniRev

The San Francisco Treasury Management Association is proud to host a special fireside forum at Stanford University’s Redwood City Campus, highlighting Stanford Financial Management Services’ groundbreaking innovation in treasury and finance.

What began as an effort to replace a costly, fragmented payment system with a unified, efficient solution resulted in the creation of UniRev. Designed to streamline incoming payments, automate journal postings, and integrate seamlessly with accounting and reporting systems, UniRev has since been licensed for use by other institutions nationwide. This achievement earned Stanford the prestigious AFP Pinnacle Award, recognizing excellence and innovation in treasury and finance.

Join us for an inside look at how Stanford’s Office of the Treasurer built and scaled this award-winning solution — and how UniRev is shaping the future of treasury operations. Let’s show our support for our Bay Area partners and celebrate this remarkable accomplishment!

CLICK HERE TO REGISTER

Speakers:

• Moderator: Wes Negus, Head of Enterprise Sales West Region – Stripe

  Wes Negus is the Head of Enterprise Sales for the West Region at Stripe, where he leads strategic partnerships and growth efforts across large-scale enterprise clients. With deep expertise in payments, SaaS, and fintech, he drives innovative solutions that scale revenue while ensuring excellent customer success. Prior to this, Wes has held leadership roles in high-growth SaaS organizations, building and leading high-performing sales teams. He is passionate about leveraging technology to simplify complex challenges and deliver measurable business impact.

• Karen Kearney, Treasurer - Stanford University

  Karen Kearney serves as Treasurer at Stanford University, where she oversees capital markets, debt management, global subsidiaries, and working capital strategy. With more than two decades of experience at Stanford, she brings expertise in treasury operations, financial reporting, tax, compliance, and global finance. She also plays leadership roles in various boards and initiatives, particularly in sustainability-linked finance.

• Lori Snow, Assistant Treasurer, Cash Management & Operations - Stanford University

  Lori Snow is Assistant Treasurer for Cash Management & Operations at Stanford University, where she leads treasury operations, liquidity management, merchant services, and banking relationships. She holds an MBA in Finance and is a Certified Treasury Professional (CTP). Her career spans Fortune 100 corporations, commercial banking, local government, and higher education. Lori is active in her professional community, a member of the Women in Treasury Network, and has served on the boards of the San Francisco Treasury Management Association (SFTMA), the Rocky Mountain AFP, and the San Mateo County Treasury Oversight Committee.

• Lynne Yan, Merchant Services Program Director - Stanford University

  Lynne Yan is the Merchant Services Program Director at Stanford University, where she oversees the design, implementation, and governance of merchant services and payment acceptance programs. She partners closely with campus stakeholders, compliance, and technology teams to ensure secure, efficient, and scalable transaction infrastructure. With deep domain experience in payments and operations, Lynne helps bridge strategy and execution to support Stanford’s mission.

Date:

• Friday, November 7, 2025

• Registration, Networking, and Buffet Lunch 11:30 a.m. – 12:30 p.m. PST

• Program 12:30 p.m. – 1:15 p.m. PST

• Attendee Q&A 1:15 p.m. – 1:45 p.m. PST

• Event Concludes by 2:00 p.m. PST

Pricing:

• SFTMA Members: $25.00

• Corporate Treasury Practitioners: $0.00

• Non-Sponsor Service Providers: $95.00

Treasury Practitioners, Members, and Event Sponsors:

Please email admin@sftma.org to request your discount code before completing your registration. Kindly note that discounts cannot be applied retroactively, and refunds will not be issued after registration is finalized.