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
Topic:
Speakers: N/A
CTP/FP&A Credits: N/A
Tuesday, November 8, 2022
Topic:
Speaker: N/A
CTP/FP&A Credits; N/A
Tuesday, December 13, 2022
Topic:
Speaker:
CTP/FP&A Credits: TBD