Silicon Valley Association for Financial Professionals (SVAFP)

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2022 Meeting Schedule
Event Details

Tuesday, January 11, 2022

Topic:     NO MEETING SCHEDULED                  

Speaker: N/A   

CTP/FP&A Credits: N/A


Remote Speaker Series

Tuesday, February 8, 2022

Topic: Framing the Future - Blockchain and Web 3 - Key Risks for Enterprise Leadership

Speakers:  Santago Velez - Co-Founder/Division Lead, Block Digital Corp.                                                  Calvin Harris - Portfolio Manager, Wealth Enhancement Advisory Services  

CTP/FP&A Credits: 1.2                     


Tuesday, March 8, 2022

Topic:  SMA Consideration in a Rising Rate Environment                      

Speakers: Justin Stoddard - Account Executive, Clearwater Analytics                                                      Lauren Rice - Account Executive, Clearwater Analytics                  

CTP/FP&A Credits: 1.2

 

Tuesday, April 12, 2022

Topic:  Leveraging Treasury Technology to Optimize your Treasury Processes                

Speakers: Nancy Jerez - Senior Director Business Development, Treasury Curve                                      Robert Lau - Vice President/Treasurer, Informatica                 

CTP/FP&A Credits: 1.2


Thursday, May 26, 2022

Topic: Treasury Roundtable                      

Panelists:   Zeke Loretto - NVIDIA                                                                                           '                 Brian Buck -  Morgan Stanley                                                                           '                James Palmer, CFA - US Bank Asset Management                                             

CTP/FP&A Credits: 1.2   

Tuesday, June 14, 2022

Topic: The Road Ahead: Will Boom Turn to Bust?                       

Speaker: Scott Anderson  - Chief Economist/Executive VP, Bank of the West/BNP Paribas     

CTP/FP&A Credits: TBD
                                                                                                                             
               

Tuesday, July 12, 2022

Topic: NO MEETING SCHEDULED                    

Speakers: N/A              

CTP/FP&A Credits:  N/A


Tuesday, August 9, 2022

Topic: NO MEETING SCHEDULED                       

Speaker:  N/A    

CTP/FP&A Credits:  N/A    


Wednesday, September 28 , 2022 - LOCATION - GRAND BAY HOTEL, REDWOOD CITY

Event:     Annual Joint SVAFP/SFTMA Event

Topic:    To IPO or Not to IPO, that is the question!

Moderator: Julia Sadler, Managing Director, JP Morgan Asset Management

Panelists:    Lucy Wang - Managing Director, JP Morgan                                                               '                Jim Cox - CFO, Clearwater Analytics                                                                          '             Previn Waas - Partner, US IPO Services Leader. Deloitte Touche LLP

CTP/FP&A Credits: TBD   


October, 2022 

The AFP Annual Conference will be held in lieu of a monthly meeting               


Tuesday, November 8, 2022

Topic: NO MEETING SCHEDULED                     

Speaker:  N/A

CTP/FP&A Credits; N/A                


Tuesday, December 13, 2022

Topic:   NO MEETING SCHEDULED                         

Speaker:  N/A

CTP/FP&A Credits: N/A


 
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