Rate Categories, Refund Information, Pay by Check and More
Service Provider: You are a company or individual who sells treasury, legal, accounting, or financial products and/or services.
Treasury Practitioner: You are not a service provider and serve in a treasury, finance, or accounting function at a firm that is not a service provider.
Student: If you are a full-time student or corporate treasury practitioner who is not a service provider or employed by a service provider and seeks education on treasury related topics, please contact us requesting a scholarship for free or reduced attendance.
Examples of attendee categories:
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Service Provider: bank employee (such as a service banker), legal service firm, accounting firm, financial service provider.
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Student: Full-time college or university student or recent graduate (within the last 6 months) utilizing your student status on your name badge.
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Practitioner: Corporate Treasurer, Cash Manager, Controller, or CFO.
Make all checks payable to Southern California Treasury Management Association, and mail to the following address:
SoCalTMA C/O Rhino Consulting
Attn: Jennifer Saliba
5568 Koderra Avenue
Lake Oswego, OR 97035
If you have any questions, need a W9, or tax identification number, please email the conference director.
If registration is canceled by June 1, 2025 a full refund will be provided minus a $30 processing fee. If registration is canceled by August 1, 2025 a full refund will be provided minus a $75 processing fee. After August 1, 2025 no refund will be provided. Please note, regardless of the refund amount listed, the amount refunded will never exceed the amount paid. By providing payment for conference registration you are agreeing to the refund policy. To request a refund, please email the conference director.
If sponsorship is canceled by June 1, 2025, a 50% refund will be provided. After June 1, 2025, no refund will be provided. Please note, the amount refunded will never exceed the amount paid. To request a refund, please email the conference director.