Silicon Valley Association for Financial Professionals (SVAFP)

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2020 Meeting Schedule

Event Details

Tuesday, January 14, 2020

Topic:     2020 In-Depth Economic Analysis                  

Speaker: Dr. Scott Anderson, Chief Economist/Executive Vice President   
               Bank of the West   

CTP/FP&A Credits: 1.2


Tuesday, February 11, 2020

Topic:     Structuring Corporate Investments; an In-Depth Discussion              

Speaker: Nancy Mar, Founder & CEO, Treasury Foundation                 

CTP/FP&A Credits:1.2

 

Tuesday, March 10, 2020 - (EVENT CANCELLED)

Topic:     Ensuring a Successful Treasury Technology Implementation                        

Speaker: Jeanne Castro Schmidt, Founder & CEO, Treasury Management Solutions                   

CTP/FP&A Credits: N/A

 

Tuesday, April 14, 2020- (EVENT CANCELLED)

Topic: TBD                  

Panelists: TBD               

CTP/FP&A Credits: TBD

 

May 2020 - (CANCELLED)

SF Treasury Symposium will be held in May in lieu of a monthly meeting

 

Remote Speaker Series

Tuesday, June 23, 2020

Topic:  Ensuring a Successful Treasury Technology Implementation                     

Speaker:  Jeanne Castro Schmidt, Founder & CEO, Treasury Management Solutions     

CTP/FP&A Credits: 1.2
                                                                                                                             
               

Tuesday, July 14, 2020

Topic:  The Future of Treasury Technology (AI, API, BD, BI, DL, RPA, XML)                    

Speakers:  Alexa Cook, Consultant                                                                                       Craig Jeffrey, CCM, FLMI, Founder & Managing Partner, Strategic Treasurer             

CTP/FP&A Credits:  1.2


Tuesday, August 11, 2020

Topic:   Treasury Responsiveness                 

Speakers:   Alexa Cook, Consultant                                                                                       Craig Jeffrey, CCM, FLMI, Founder & Managing Partner, Strategic Treasurer             

CTP/FP&A Credits:  1.2       


September 8, 2020 

Topic:      Interest Rate Trend and Strategies   

Speakers:   Kevin Jones, Hedging, Corporates, Chatham Financial                                    Amanda Breslin, CFA, CTP, Executive Director, Corporates, Chatman Financial                        B.G. Hunt, Vice President, Treasury Management, Nu Skin Enterprises           

CTP/FP&A Credits: TBD


Tuesday, October 13, 2020

Topic:     Advantage ABS! Managing Corporate Operating Portfolios in Volatile Markets

Speaker:  Peter S. Kaplan, CFA, Sr. VP and Portfolio Mgr, Merganser Capital Management      

CTP/FP&A Credits: 1.2                 


Tuesday, November 10, 2020

Topic:  Economic and Market Conditions Impacting Investment Grade Fixed Income Investment Strategies                     

Speaker:  Jim Palmer, Chief Investment Officer, US Bancorp Asset Management

CTP/FP&A Credits; TBD 
              


Tuesday, December 8, 2020

Topic: TBD                      

Speaker:  TBD

CTP/FP&A Credits: TBD


 
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