SF Treasury Symposium

?? Session Highlight: Closing the Treasury Digital Skills Gap Treasury is evolving fast, and the demand for tech-savvy practitioners has never been higher. But here’s the good news: you don’t need to be a tech expert to drive digital transformation. Key takeaways from our discussion with Priti Kartik with CrowdStrike, Vaibhav Natu with Snowflake, Kristen Clavel with Samsara and Paul Bramwell with Trovata: ?? APIs & AI are reshaping liquidity management and decision-making ?? No-code/low-code solutions are making technology more accessible ?? Upskilling in tech literacy (not coding) is the real game-changer for treasurers Digital transformation isn’t about learning to code—it’s about learning to leverage the right tools. How is your treasury team adapting to the shift? Let’s discuss! ?? #Treasury #DigitalTransformation #FinanceTech #CashManagement #TreasuryTrends

?? Session Highlight: The Future of Cash ?? In a landscape defined by record MMF inflows, central bank pivots, and rapid cash movement, corporate treasury teams are facing a pivotal moment. A key takeaway from our session? Agility and data-driven decision-making are critical for optimizing liquidity in today’s evolving market. ?? Macroeconomic trends are reshaping treasury strategies ??Yield curve dynamics are creating new investment opportunities ?? Technology is driving smarter, faster cash management Insights from Kelley Hutchison and Pat O'Callaghan with Goldman Sachs, Liz Morley Olinger, CFA with Zscaler, and Eric Koppelson with Intuit made it clear: treasury leaders who embrace innovation and adaptability will stay ahead in this new investing cycle. What strategies are you using to navigate the shifting cash landscape? Drop your thoughts below! ?? #CorporateTreasury #CashManagement #TreasuryTrends #Finance #LiquidityManagement

?? Join us this May for an Insightful Session on Agile Investment Strategies! ?? Navigating through market cycles can be challenging, but with the right approach, success is always within reach. Don’t miss our upcoming session, "Agile Investment Strategies for Any Market Cycle", at the San Francisco Treasury Symposium featuring top industry experts! ?? Speakers: Zachary Brown, Managing Director - Institutional Cash Distributors (ICD) Philip Giron, Treasury Manager - Riot Games In this session, they will share their insights on how to adapt and thrive with agile investment strategies that are effective no matter the market environment. From flexibility to innovation, this discussion will equip you with the tools you need for success in any cycle. ???? Be sure to attend and take away actionable strategies for your organization’s investment future! ?? #AgileInvesting #InvestmentStrategies #MarketCycles #Treasury #FinancialLeadership #ICD #RiotGames #Conference2025 #Networking

?? Exciting Session Alert! ?? This May, join us at the San Francisco Treasury Symposium for a game-changing session on Investment Strategies for Operating Cash: Expanding the Opportunity Set for Success. ???? ?? Speakers: Todd Copenhaver, CFA, Co-Chief Investment Officer, Principal - Merganser Capital Management Cameron Bowen, CFA, CPA, Director, Treasury - Salesforce John Clavin, Relationship Manager, Principal - Merganser Capital Management Gloria Chen, Director, Treasury - Workday This session will dive deep into how innovative investment strategies can unlock new opportunities for managing operating cash, enhancing returns, and driving success in today's dynamic financial landscape. Don't miss insights from leaders at the forefront of treasury and investment management! ???? #InvestmentStrategies #Treasury #OperatingCash #FinancialLeadership #Conference2025 #MerganserCapital #Salesforce #Workday #Success #Networking

?? San Francisco Treasury Symposium – May 15 ?? The premier West Coast event for Treasury & Finance professionals is back! ?? Date: May 15, 2025 ?? Location: Santa Clara Marriott ? Agenda & Registration Now Live! ?? Save $100 – Early Bird Discounts End March 15! Don’t miss this opportunity to gain insights, network with industry leaders, and stay ahead in Treasury & Finance. ?? Register now: https://lnkd.in/g_NPY_DU #SFTS #SFTS2025 #Treasury #Finance #Networking #ProfessionalGrowth

Don't miss out on this great opportunity to Mix & Mingle. Practitioners receive free drinks at this informal event.

?? Last Chance to Register! ?? The clock is ticking—don’t miss your opportunity to attend Treasury Leadership: Fireside Forum on Wednesday, January 29, 2025! Join top treasury experts: ?? Richard Lucero – Senior Director & Assistant Treasurer at Dolby Laboratories ?? Kammy Tsang – Head of Treasury at Ripple ?? Ara Hamamjian – Executive Director & Treasurer at BioMarin Pharmaceutical Inc. This unique session will dive into: ?? Navigating the path to leadership in treasury ?? Building and leading high-performing teams ?? Leveraging mentorship and sponsorship for career growth With limited spots left, this is your last chance to secure your spot and learn directly from the best in the industry! ?? Event Timeline: Cinema Demonstration: 3:30 p.m. - 4:30 p.m. PST Networking: 4:00 p.m. - 4:30 p.m. PST Treasury Practitioner Panel: 4:30 p.m. - 5:30 p.m. PST Networking: 5:30 p.m. - 6:30 p.m. PST ?? Register Now before it’s too late! #LastChance #TreasuryLeadership #Networking #FinanceProfessionals #Mentorship #FiresideForum #CareerGrowth #RegisterNow

? Time is running out to register for this exclusive event! ? Join us on Wednesday, January 29, 2025, for an afternoon of inspiration, insights, and networking with top treasury leaders: ?? Richard Lucero – Senior Director & Assistant Treasurer at Dolby Laboratories ?? Kammy Tsang – Head of Treasury at Ripple ?? Ara Hamamjian – Executive Director & Treasurer at BioMarin Pharmaceutical Inc. This fireside forum is your chance to hear firsthand from these industry experts about: ?? Navigating the path to leadership in treasury ?? Building and leading high-performing teams ?? The power of mentorship and sponsorship in career growth ? Don’t miss your chance to learn from the best in the industry! Spots are filling up fast—register now before it’s too late! ?? Event Timeline: Cinema Demonstration: 3:30 p.m. - 4:30 p.m. PST Networking: 4:00 p.m. - 4:30 p.m. PST Treasury Practitioner Panel: 4:30 p.m. - 5:30 p.m. PST Networking: 5:30 p.m. - 6:30 p.m. PST #RegisterNow #TreasuryLeadership #Networking #CareerGrowth #FinanceProfessionals #FiresideForum #TreasuryProfessionals #Mentorship #TreasuryPanel

?? Free Event for Corporate Treasury Practitioners! ?? Join us on Wednesday, January 29, 2025, for an exciting afternoon featuring a Cinema Demonstration, networking, and a Treasury Practitioner Panel with leading experts: ?? Richard Lucero – Senior Director & Assistant Treasurer at Dolby Laboratories ?? Kammy Tsang – Head of Treasury at Ripple ?? Ara Hamamjian – Executive Director & Treasurer at BioMarin Pharmaceutical Inc. This fireside forum will dive into: ?? Navigating the path to leadership in treasury ?? Building and leading high-performing teams ?? Leveraging mentorship and sponsorship for career success Don’t miss the opportunity to learn from these industry leaders and connect with fellow professionals during networking sessions! ? Free registration for corporate treasury practitioners. Secure your spot today! ?? Event Timeline: Cinema Demonstration: 3:30 p.m. - 4:30 p.m. PST Networking: 4:00 p.m. - 4:30 p.m. PST Treasury Practitioner Panel: 4:30 p.m. - 5:30 p.m. PST Networking: 5:30 p.m. - 6:30 p.m. PST #TreasuryLeadership #FinanceNetworking #Mentorship #CareerGrowth #TreasuryProfessionals #CorporateTreasury #FiresideForum

Attention Bay Area Corporate Treasury Practitioners! Don’t miss your chance to attend the exclusive Fireside Forum—at no cost. Simply email [email protected] to receive your free registration code. Seating is limited, and the event includes a special Dolby Cinema demonstration—this is an opportunity you won’t want to miss!