Silicon Valley Association for Financial Professionals (SVAFP)

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2021 Meeting Schedule

 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: TBD

 

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: TBD

 

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: TBD   


Tuesday, June 8, 2021

Topic:  TBD                     

Speaker:  TBD     

CTP/FP&A Credits: 1.2
                                                                                                                             
               

Tuesday, July 13, 2021

Topic:  TBD                    

Speakers:  TBD             

CTP/FP&A Credits:  TBD


Tuesday, August 10, 2021

Topic:   TBD                 

Speakers:   TBD             

CTP/FP&A Credits:  TBD       


September 14, 2021 

Topic:      TBD   

Speakers:  TBD           

CTP/FP&A Credits: TBD


Tuesday, October 12, 2021

Topic:     TBD

Speaker:  TBD      

CTP/FP&A Credits: TBD                 


Tuesday, November 9, 2021

Topic:  TBD                     

Speaker:  TBD

CTP/FP&A Credits; TBD 
              


Tuesday, December 14, 2021

Topic: TBD                      

Speaker:  TBD

CTP/FP&A Credits: TBD


 
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