Event Details
Tuesday, January 12, 2021
Topic: NO MEETING SCHEDULED
Speaker: N/A
CTP/FP&A Credits: 1.2
Remote Speaker Series
Tuesday, February 9, 2021
Topic: 2021 In-Depth Economic Outlook
Speaker: Dr. Scott Anderson, Chief Economist/Executive Vice President
Bank of the West
CTP/FP&A Credits:1.2
Tuesday, March 9, 2021
Topic: 2021 State of Automation - Digital Transformation Insights
Speakers: Ana Minter, Director, Management Consulting, RSM Alexandra Cancio, Manager, Management Consulting, RSM ' Iva Leno, Manager, Management Consulting, RSM
CTP/FP&A Credits: 1.2
Tuesday, April 13, 2021
Topic: 2021 ESG Trends: Accelerating the Climate Transition and Advancing Inclusive Growth in Liquidity Portfolios
Speakers: Jessica Siu, Treasury Manager, Dropbox Brandon Hillstead, Sr. Treasury Manager, Autodesk ' Kelley Lootens, Vice President & Regional Director, Goldman Sachs ' ' Jon Calluzzo, Portfolio Manager, Goldman Sachs Assets Management ' Michael Kashani, Vice President, Goldman Sachs Asset Management ' Pat O'Callaghan, Vice President, Goldman Sachs Asset Management
CTP/FP&A Credits: 1.2
Tuesday, May 11, 2021
Topic: Cash Investment Themes in Uncertain Times
Speakers: Brian Buck, Product Specialist, Morgan Stanley Brian Zarahn, Sr. Treasury Manager, Palo Alto Networks ' Richard Lucero, Sr. Director & Assistant Treasurer, Dolby Laboratories
CTP/FP&A Credits: 1.2
Tuesday, June 8, 2021
Topic: 2021 Cryptocurrency
Speaker: Allison Rossi, Global Treasury Lead, Square ' Kyle Clark, Audit Partner, BDO USA
CTP/FP&A Credits: 1.2
Tuesday, July 13, 2021
Topic: Interest Rate Risk Mitigation Strategies in a Post-COVID Environment
Speakers: Nick Geeza, Vice President, Derivative Products Group, US Bank
CTP/FP&A Credits: 1.2
Tuesday, August 10, 2021
Topic: Best Practices for Letter of Credit/Bank Guaranties
Speaker: Victor Chow, Sr. Treasury Manager, Intuitive Surgical Ankit Pahuja, Director, Trade Finance, Citi ' Michelle Toyoshima, Treasury Manager, Intuitive Surgical ' Samantha Winters, Sr. Vice-President, Global Solutions, Citi
CTP/FP&A Credits: 1.2
Tuesday, September 14, 2021
Topic: NO MEETING SCHEDULED
Speakers: N/A
CTP/FP&A Credits: N/A
Thursday, October 14, 2021
Event: Annual Joint SVAFP/SFTMA Event
Topic: Treasury Roundtable
Panelists: Lauren Dudley - VP, Treasurer/Head of Corporate Development, Levi Strauss Liz Kwong CFA, CPA - Treasurer, AutoDesk ' Michael C. Iracondo CTP - Managing Director, Global Treasury, Clorox ' Tim Muindi - Corporate Treasurer, ServiceNow ' Sonia Shah - Head of Treasury, Juniper Networks ' Lucas Wear CFA - Executive Director, Capital Mkts & Investments, TriNet Group.
CTP/FP&A Credits: TBD
Tuesday, November 9, 2021
Topic: NO MEETING SCHEDULED
Speaker: N/A
CTP/FP&A Credits; N/A
Tuesday, December 14, 2021
Topic: Peer Data and Investment Trends for the Corporate Investor
Speaker: Justin Stoddard, Treasury Solutions Specialist, Clearwater Analytics
CTP/FP&A Credits: TBD
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