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2018 SESSION SCHEDULE
7:30 AM REGISTRATION AND CONTINENTAL BREAKFAST BEGINS
8:20 AM–9:20 AM MORNING KEYNOTE:
Treasurer on Speed Dial™: How to Cultivate Trust & Wield Influence… Beyond Your Imagination™
Molly Sargent, CEO, President and Executive Coach, ProImpress
Refreshments provided between sessions
9:40 AM–10:40 AM SESSION ONE
1A Capitalizing on Faster Payments and Technology: Finding Success in the Hype—Theresa Clements, Wells Fargo Bank;
John Christensen, LendingClub
1B Treasury - Elevating The Compliance Conversation with the CFO - Focus on ERM—Loren Crannell, Symantec
1C Six Investment Themes Driving the Next 5 Years—Daniel Phillips, Northern Trust Asset Management
1D Automation, Robotics and AI for your Treasury Organization—Ranjana Clarke, MUFG Union Bank N.A.;
David Kane, KPMG Advisory; Stephen Lamar, KPMG Advisory
10:55 AM–11:55 AM SESSION TWO
2A What is the Optimal Bank Account Structure?—Scott Hogate, PNC Bank, N.A.; Al Acevedo, Blackhawk Network
2B Optimization Model for Open Market Share Repurchases —Victor Chow, Intuitive Surgical
2C Exchange Traded Funds (ETFs): How ETFs Work and Why Corporate Cash Managers Should Care
Will Goldthwait, State Street Global Advisors
2D Anticipating the Known Unknowns; Creating Treasury Strategies for Business Challenges —
Fabian Khoshbakht, JP Morgan; Robert Lau, Informatica
12:10 PM–1:40 PM LUNCH KEYNOTE
The ABCs of Blockchain – Awareness, Benefits and What Corporate Treasury Needs to Know
Greg La Blanc, Distinguished Teaching Fellow, Faculty Director, Berkeley Fintech Institute at University California, Berkeley;
Guy Berg, Vice President, Federal Reserve Bank of Minneapolis; Anita Bubna, Senior Director of Treasury, Flex Ltd.
1:55 PM–2:50 PM SESSION THREE
3A Hot Topics: The Impacts of New Tax Reform Legislation—Rita McLean, McKesson Corporation; Alan Senkin,
Dolby Laboratories, Inc.
3B Banking with FX Integration – Best Practices for Mitigating Cross Currency Risk and Automating Cross Currency
Payment Processes—Daniel Stanton, Bank of America Merrill Lynch; Richard Lucero, Dolby Laboratories, Inc.
3C Prime MMFs – How to Handle the Operational Aspect While Maintaining Liquidity—Greg Whipple, Clearwater
Analytics; Brandon Hillstead, Autodesk
3D Enabling the AI Enhanced Finance Team—Carlos Vega, Tesorio
3:10 PM–4:00 PM SESSION FOUR
4A The Way We Pay: Hot Topics in Payments—Matt Davies, Federal Reserve Bank of Dallas
4B Alternatives to the Standard Layered Hedge Program-Thoughts from the Field—Glenn Suarez, HedgeTrackers
4C Building Resilience in Your Investment Portfolio—John Olivo, Goldman Sachs Asset Management; Jeff Mullen, Airbnb
4D Technology Solutions for Cash Forecasting—Jeanne Castro Schmidt, Treasury Management Solutions;
Cathy Fields, Hitachi Vantara Corporation; Barbara J. Landolt, CSAA Insurance Services
4:15 PM– 5:10 PM SESSION FIVE
5A Bank Account Openings for Rapid Global Expansion—Frank Flores, Uber Technologies
5B FX Strategies to Address Real World Risk Management Challenges—Shan Anwar, eBay, Inc.; Anne Friberg, NeuGroup
5C Keeping One Step Ahead of Disruption – How Technology Can Help Navigate the Challenges—Rene Schuurman, Citi;
Ed Barrie, Tableau Software
5D Treasury Workstations: Two Companies, Two Approaches - The Second Time’s the Charm—Jeanne Castro Schmidt,
Treasury Management Solutions; Lori Snow, Stanford University; Kammy Tsang, Equinix, Inc.; Robert Huang, Equinix, Inc.
5:10 PM NETWORKING RECEPTION BEGINS
EVENT: The 29th Annual San Francisco Treasury Symposium
EVENT DATE: Friday, May 18, 2018 (7:30 a.m. - 7:00 p.m.)
LOCATION: The Park Central Hotel San Francisco
50 Third Street (@ Market)
San Francisco, CA 94103
ATTENDEE FEE: $475.00 - Standard registration
All registration fees are non-refundable after April 30, 2018.
LIABILITY DISCLAIMER: Upon submission of your Registration, you hereby hold harmless the officers, promoters, lessees and lessors of the San Francisco Treasury Symposium for any loss or injury to yourself or others or your property or the property of others which may occur during and/or due to your voluntary participation in any sponsored event.
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EVENT DATE: Friday, May 18th, 2018