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