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The PTMA
offers two (2) classes of membership:
- Members
("Members") and
- Affiliate
Members ("Affiliates")
A full
description of the rights and responsibilities of each class
of membership is set forth in the PTMA Bylaws.
Basically,
"Members" are corporations and legal entities that
are not financial institutions or engaged in the business
of selling treasury management-related services. Annual dues
for Members are $300. Each Member may send a Primary Delegate.
The Member may send additional delegates with the payment
of an additional fee to PTMA.
The PTMA
has also created a special class of membership for unemployed
treasury professionals who were once active Primary Delegates
of a Member. This special class of membership is called "Affiliate
Membership". The PTMA does not charge Affiliate Members
dues in light of their special circumstances.
This website
offers examples of the benefits of membership in the PTMA.
Contact:
for information
on PTMA membership or to apply for membership to the PTMA.
Download
membership documents:
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2006
meeting schedule, including speakers, topics, times and locations.
Introducing
the 2006 Board of Directors of the PTMA, including contact information.
Information
on who to contact at PTMA about various topics, from joining, paying dues, volunteering
to work on programs, jobs, etc.
A
description of the benefits of PTMA membership, plus information on how to join
our group.
In
January 2002, the PTMA Board adopted a 3-Year Strategic Plan. This Strategic
Plan arose out of a member survey conducted in the Fall of 2001. See where your
PTMA is going.
The
2006 Board is committed to developing services that aid members in 3 areas:
career development, networking, and continuing education.
The
Bylaws of the PTMA outline our roles & responsibilities, and how we are
organized to get things done.
The
PTMA maintains a job bank for PTMA members, with current postings for treasury
professionals across the Bay Area.
We've
gathered a large number of job-search resources for our members to use as they
advance their career.
The
PTMA Mentor Program is on hold.
A
directory of all of our PTMA members -- available for members only (and for
non-solicitation purposes only).
Our
members were clear that they look to the PTMA to help them establish a network
of friends and professional connections. We're planning some events to do just
that!
Some
of our members have volunteered to serve as a resource to other members on various
topics. Check out this resource directory.
The
PTMA has worked with Bay Area Treasurers to define essential skills and capabilities
to excel in the Treasury profession. We've also tried to identify resources
to help you develop these skills.
The
PTMA has negotiated favorable pricing on training and courses for its members.
A
list of web-based resources for treasury professionals.
Beginning
in 2002, the PTMA began archiving some of its monthly meetings. Members can
refer to these archived presentations at a later date.
