Event Details
January 2019
No meeting
Tuesday, February 12, 2019
Topic: 2019 Economic Conditions and Market Outlook
Speaker: Jim Palmer, Chief Investment Officer, US Bancorp Asset Managemnent
CTP/FP&A Credits:1.2
Tuesday, March 12, 2019 -
Topic: Chinese Banking and Creating US Corporate Opportunities
Speaker: Frank Sansone, Treasurer and VP, China Construction Bank
CTP/FP&A Credits: 1.2
Tuesday, April 9, 2019
Topic: Unleashing the Power of Your Wallet - Optimizing Banking Relationships
Panelists: Dick Sherrod, Treasury and Financial Executive Advisor / Consultant Kenneth E. Jones, Former SVP, Bank of America, Bay Area Technology Group Ryan Yeager, Assistant Treasurer, TriNet
CTP/FP&A Credits: 1.2
May 2019
SF Treasury Symposium will be held in May in lieu of a monthly meeting
Tuesday, June 11, 2019
Topic: LIBOR Transition - Corporate Treasury Implications
Speaker: Chris Dea - KPMG Partner Estella Chu - Managing Director, KPMG Risk Analytics Matt Clark - Director, KPMG Advisory Services
CTP/FP&A Credits: 1.2
Tuesday, July 23, 2019
Topic: Share Repurchase Structuring 2.0
Speakers: Vijay Culas, Co-Founder/CEO, Matthews South Kevin Castellano, Co-Founder/CFO, Matthews South Chip Gibbs, Client Advisor, Matthews South
CTP/FP&A Credits: Credits 1.2
Tuesday, August 13, 2019
Topic: Interest Rate Exposure Management - Trends, Best Practices, and Pitfalls to Avoid
Speaker: Ruth Hardie, Sr. Director of Client Services , Hedge Trackers
CTP/FP&A Credits: 1.2 Credits
Wednesday, September 25, 2019
Event: SVAFP/SFTMA JOINT DINNER
Topic: Economic Update and Strategy Discussion
Speaker: Sonja Hildebrandt - CFA, Co-Head CIO Office, DWS
CTP/FP&A Credits:
October 2019
The AFP Annual Conference will be held in lieu of a monthly meeting
Tuesday, November 12, 2019
Topic: Capital "Tapas"
Speaker: Mike Seal, Capital Markets and Corporate Finance Director Hewlett Packard Enterprise
CTP/FP&A Credits: TBD
Tuesday, December 10, 2019 - POSTPONED TO JANUARY 14, 2020
Topic: TBD
Speaker: TBD
CTP/FP&A Credits: