Silicon Valley Association for Financial Professionals (SVAFP)

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2019 Meeting Schedule

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:


 
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