Until relatively recently, payment and fintech innovation has primarily focused on consumer use cases. But now both new and incumbent providers have turned their attention to enterprise and SMB solutions. Panelists will explore what ‘next gen’ treasury and payments look like and the market forces driving modernization: new faster payment infrastructure, enhanced cross-border capabilities, bank + fintech collaboration, and increasingly mainstream adoption of AI/robotics, APIs, and blockchain. You’ll learn how new technologies, competitive dynamics, and shifting regulation are intensifying electrification and driving connectivity between businesses, their trading partners, banks, and providers domestically and internationally.

We typically associate success and leadership with smarts, passion and luck. But in today’s hypercompetitive world, even those gifts aren’t enough. Strategist Erica Dhawan argues that the game changer is a thoroughly modern skill called Connectional Intelligence (CxQ). As radical a concept as Emotional Intelligence was in the  90s, Connectional Intelligence is turning Treasury professionals into superconnectors who accelerate innovation, break down silos and foster breakthrough that has top and bottom line impact. This dynamic, engaging, high-energy, fast-paced keynote will help Treasury leaders understand the practice of using connectional intelligence as the key to having a successful impact in their organizations. Attendees will learn new insights and tools to analyze how well they leverage their networks and connections across their organizations to accelerate the connected power of teams, become more agile and innovative, and drive breakthrough ideas and outcomes.

Erica Dhawan is the world’s leading authority on Connectional Intelligence and the Founder & CEO of Cotential.
She is the co-author of the bestselling book Get BigThings Done: The Power of Connectional Intelligence. Erica was named by Thinkers50 as “The Oprah of Management Ideas” and featured as one of the emerging management thinkers most likely to shape the future of business. She hosts the award winning podcast Masters of Leadership. Erica speaks on global stages ranging from the World Economic Forum at Davos to companies such as Fedex, Pepsico and McGraw Hill Financial. Erica writes for Harvard Business Review, Forbes, Fast Company and the Huffington Post.

Erica also serves as a board member to Lufthansa Innovation Hub. Previously, she worked at Lehman Brothers and Barclays Capital. She has a MPA from Harvard University, a MBA from MIT Sloan, and a BS in Economics from The Wharton School.


Event Date: Friday, May 10th, 2019
Event Location: Park Central Hotel, San Francisco

Presented by:

San Francisco Treasury Management Association (SFTMA) and

Silicon Valley Association for Financial Professionals (SVAFP)

Event Theme: Treasury           –

The Next Generation of Treasury Management

Join your colleagues on Friday, May 10th at the Park Central Hotel for our 30th anniversary event. This year’s theme will focus on the next generation of treasury and the role of technology in driving progress and efficiencies.

Don’t miss the following keynote sessions:

               Breakfast keynote session – "Next Gen Corporate Payments:  What to Expect?"

                                                                         Panel Moderator: Erin McCune, Glenbrook Partners, LLC

                                                                         Panel Speakers:  Peter Davey, The Clearing House
                                                                                                      Marwan Forzley, Veem
                                                                                                      David Tao, Uber Technologies
                                                                                                      Ben Ellis, Visa Business Solutions

               Lunch keynote session – "Get Big Things Done: The Power of Connectional Intelligence"
                                                                         Speaker: Erica Dhawan, Founder & CEO, Cotential Group

The 30th SAN FRANCISCO TREASURY SYMPOSIUM would like to thank and give a special recognition to the following sponsors for their generous support of our event.  We extend a special welcome to our new sponsors.

Sponsors for 2019:

Bank of America Merrill Lynch


Goldman Sachs Asset Management


JP Morgan

Matthews South

Morgan Stanley Investment

OANDA Corporation


Presented By: 

San Francisco Treasury Management Association (SFTMA)



Silicon Valley Association for Financial Professionals (SVAFP)