Event Details
January 2018
No meeting
Tuesday, February 13, 2018
Topic: Beyond the Hype: The State of AI in Treasury
Speaker: Carlos Vega, Co-Founder and CEO, Tesorio
CTP/FP&A Credits: 1.2
Tuesday, March 13, 2018
Topic: Economic Review
Speaker: Scott Anderson, Senior Economist, Bank of the West
CTP/FP&A Credits: 1.2
Tuesday, April 10, 2018
Topic: Tax Reform: Are You Up To Speed?
Panelists: Hitesh Shah, moderator; Louis Gomes, Tax Partner, BDO; Chip Morgan, International Tax Partner, BDO; Saurabh Agarwal, Corporate Controller, Quantenna Communications
CTP/FP&A Credits: 1.2
May 2018
SF Treasury Symposium will be held in May in lieu of a monthly meeting
Tuesday, June 12, 2018
Topic: Working Capital Optimization using Supply Chain Financing
Speaker: Hamed Farhadi, Director; Julien Coustel, VP; Bank of the West/BNP Paribas
CTP/FP&A Credits: 1.2
Tuesday, July 10, 2018 - LOCATION - MAGGIANO'S LITTLE ITALY, SANTANA ROW, SAN JOSE
Topic: Unclaimed Property: The Top Ten Things Financial Professionals Should Know
Speaker: Cathleen Bucholtz, Managing Director, True Partners Consulting LLC
CTP/FP&A Credits: 1.2
Tuesday, August 14, 2018 - LOCATION - MAGGIANO'S LITTLE ITALY, SANTANA ROW, SAN JOSE
Topic: Current Events Affecting Treasury Investment Portfolios
Speaker: Brian Buck, Executive Director, Morgan Stanley Global Liquidity
CTP/FP&A Credits: 1.2
Tuesday, September 18, 2018 - LOCATION - PULLMAN HOTEL, REDWOOD CITY
Event: 2018 Bay Area Joint SVAFP/SFTMA Joint Dinner
Topic: Bringing Social Investing Home
Panelists: Julie Mahowald, CFO, Housing Trust of Silicon Valley; LinkedIn, Investor in Housing Trust's Community Impact Note; Fiona Hsu, Manager, Community Development Finance, Silicon Valley Bank
CTP/FP&A Credits: 1.2
Tuesday, October 23, 2018 - MAGGIANO'S LITTLE ITALY, SANTANA ROW, SAN JOSE
Topic: A Fresh Approach to Treasury Governance
Speaker: Loren Crannell, Senior Manager, Treasury; Symantec Corporation
CTP/FP&A Credits: 1.2
November 2018
The AFP Annual Conference will be held in lieu of a monthly meeting
Tuesday, December 11, 2018 - BILTMORE HOTEL, SANTA CLARA (New Location)
Topic: New Lease Accounting Standard (ASC 842)
Speaker: Michael Mulkerin, Senior Manager, Ernst & Young
CTP/FP&A Credits: TBD
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