REGISTER
Is your "leadership pipeline" built to handle the changing times?
Investing in your employees is the best way to develop the team you need. At BreakThrough Treasury and Finance, you can place your high potential candidates in a setting where they are surrounded by the very best in the finance profession.
That's one small step for your organization and one giant leap for your team's productivity.
42%
42% of companies cite leadership development as very important.*
*2017 Deloitte Human Capital Trends Survey
$995 Non-Member
$695 AFP Member
*The loyalty rate applies to anyone who attended at least one AFP Executive Forum from 2015-2017.
The primary applicant can register up to two high-potential members of their team as candidates for the Executive Mentorship Program. The primary applicant must register and attend BreakThrough in order to register applicants for the Executive Mentorship Program. Candidates are based on AFP approval. The Executive Mentorship Program only applies to 2018 BreakThrough.
Executive Mentorship Program
Here's a few reasons why.
Do you have a high potential candidate on your team who is ready for their next step? Have them join you in Nashville where they can hone their craft with some of the best minds in the industry.
Strengthen your team and fuel collaboration across your organization with the Executive Mentorship Program at 2018 BreakThrough Treasury and Finance.
Why should you bring a high potential candidate?
Standard (After April 6, 2018)
Early (By April 6, 2018)
$1,195 AFP Member
$1,595 Non-Member
$895 AFP Member
$1,295 Non-Member
REGISTER
REGISTER
Registration
Condé Nast Traveler stated this about Music City: "There's enough going on food-wise to warrant a trip solely for eating".
Honky Tonk Highway is the spot for live music, great drinks and a good time.
FOOD
FUN
FACTS
With over 200 years of rich history, Nashville offers iconic historic sites that are fun and educational.
Nashville
Whether you're a first timer or a seasoned Nashville visitor, we have some suggestions on how you can celebrate your time in Music City.
- Learn from treasury and finance executives across multiple industries.
- Build your knowledge and understanding of key issues executives face.
HIGH POTENTIAL CANDIDATES
- Keep up with the latest topics hitting your desk.
- Become more proactive in the daily challenges facing your organization by connecting with like-minded peers.
TREASURER/
ASSISTANT TREASURER
- Keep your organization agile and responsive to business risks, technology changes, and allocated scarce resources.
CFO/
CONTROLLER/
VP of FINANCE
See what how you can benefit from BreakThrough Treasury and Finance.
Is this for me?
- Brenda S. Szymanowski, CTP, Treasurer, AstenJohnson, Inc.
“I love this event - it is intimate and we can learn a lot from each other.”
Check out the AFP Conversations Podcast featuring eric rosenbach
Could iOS and Android-based apps challenge the world’s leading financial institutions in the same way that Amazon revolutionized commerce and Uber up-ended the transportation sector? Innovation in the software-based financial technology (Fintech) sector has attracted significant attention because of its clear potential to disrupt existing global financial services models. Rapid technological development that facilitates person-to-person payments, crowdfunded equity investments and smart, self-executing contracts demonstrates that innovations in Fintech truly could revolutionize this sector. This revolution will only occur, however, if this nascent technology overcomes challenges in cybersecurity, digital identity and legal regulation.
Eric Rosenbach provides insight on the trajectory of key technologies driving Fintech innovation, including blockchain, digital identity management and cyber security, while also discussing the current regulatory environment and the avenues for reform to spur Fintech growth.
Fintech and the Potential to Revolutionize
the Financial Services Sector
Bio
Eric Rosenbach is a senior executive with two decades of experience leading complex organizations in both the private sector and government. He is a technologist with deep expertise in cybersecurity, fintech and big data, built on a genuine understanding of the underlying technology, policy and legal issues.
Rosenbach led the Department of Defense on cyber issues for the past six years, including during high-profile attacks on the US and allies by nation-state actors. As the Chief of Staff to Secretary of Defense Ash Carter, Rosenbach was charged with managing some of the Department’s most complex decisions and crises, and ensuring implementation of transformative changes in the Department’s technology and talent management. He also led the Department’s efforts to improve innovation by forging and managing key initiatives such as the Defense Digital Service, the Silicon Valley-based Defense Innovation Unit and the Defense Innovation Board.
In the private sector, Rosenbach led the cybersecurity practice of a global management consulting firm that advised the executives of Fortune 500 companies on strategic risk mitigation strategies.
Eric Rosenbach
Former Pentagon Chief of Staff
Former Assistant Secretary of Defense for Global Security and Homeland Defense
Doing more with less: the mantra of treasury and finance continues. As your role and leadership responsibilities evolve, the balance between managing teams with an efficiency mindset while absorbing a growing number of new responsibilities is becoming increasing difficult. After obvious cost reductions, what are you focusing on to ensure your teams are operating at peak efficiency? From shared service centers to regionalized treasury operations, take part in a lively discussion that focuses on how treasury and finance leaders are successfully navigating this complex issue that is becoming standard for this role.
Leading Teams with an Eye on Efficiency
Treasury Transformation means many different things. For some it’s a radical restructuring of their department, reporting chains, company structures, etc. For others it’s the investment and implementation of technology that will significantly move the needle for the organization. Whatever the case, hear and learn from an expert panel as their share their insights and experiences on how they overcame the challenges of leading transformation projects within their organizations.
Treasury Transformations: Not All Are Equal
Geopolitical risk is one of the greatest risks we currently facing organizations and the underlying business in the markets companies serves. While much of this impacts the opportunity for topline growth, how do you manage and mitigate this risk to be prudent in your process? Discussion includes the various risks across the globe potentially impacting your organization and what you can do to prepare for what lies ahead.
The Geopolitical Risk Challenge
Instead of ordering room service, sign up to go out to dinner with some of your fellow colleagues after the Monday Night Reception. AFP will be your concierge and make reservations at some of the best restaurants in Nashville. A separate email will be sent to registrants in April to sign up.
Dinner with Colleagues
Check out the AFP Conversations Podcast featuring Sarah LEvitt
Sarah Levitt
Author
Magnificent Leadership
Sarah Levitt is a nationally renowned leadership expert, regularly invited to work with some of the world's finest leaders. A trusted and strategic guide, she brings penetrating insight, wit, and more than 20 years of practical business experience to her work with CEOs, corporate executives of Fortune 1000 companies, and senior leadership teams. Sarah created The Making Magnificence Project®, an ongoing initiative, where she interviews successful leaders across different domains to capture their leadership journeys. Her book, Magnificent Leadership, distills the essential elements of leadership success that she gleaned from these interviews. Levitt is a columnist for The Financial Manager and was recruited to coach in the elite Executive MBA program at The University of North Carolina Kenan-Flagler business school.
Bio
Weaving narratives and examples from her research and work, Sarah Levitt leads an interactive, program that highlights the fundamental elements of what leaders can do every day to drive a climate of innovation and create high performing teams and organizations. Using examples across multiple industries, she identifies the essential elements most conducive to high performance and innovation; the connection between leadership and maintaining a competitive, innovative market edge; and how leaders can sustain themselves and pull others along with them.
The Heart of Innovation:
Building High Performing Teams
For many organizations, treasury is often an extension of FP&A in terms of the data shared for reporting, forecasting and reviewing actuals. When it comes time for the annual planning process, does your organization’s processes strengthen or weaken this relationship? Attendees come together in this interactive discussion to share their best practices for building a successful partnership between treasury and FP&A. Additional shared insights include a discussion on centralized duties in treasury to be shared with FP&A and how these are managed across various organizations.
Partnering for Success:
Bringing Treasury and FP&A Together
Senior leaders have long been challenged with managing local currency exposures on various levels in their organizations. An expert panel discusses the nuances of foreign exchange exposure and the impact of recent regulatory changes. Additionally, discussion includes strategies for how best to approach hedging procedures in terms of overall risk exposure and how to incorporate cutting edge technologies to execute a more efficient hedging strategy.
What’s New in Hedging FX?
Treasury Technology is a dynamic industry. With much of technology moving to client lite versions, the need for IT support is more limited internally, but places a great burden on the department managing that technology to work with their technology partner more and more. This session provides attendees with an update on the trends impacting middle ware technologies along with a review of some of the fintech players to move into the treasury and finance space.
Understanding the Treasury Technology Landscape
While money fund reform is becoming a distant memory, many, including the Federal Reserve, are forecasting a rising interest rate environment. What does this mean to your organization’s investment portfolio and in the light of tax reform, how does it impact your weighted average cost of capital? Additionally, with many organizations planning cash repatriation, how will these funds be put to use? This interactive discussion brings attendees together to talk through these and other issues relating to their organizations investment and capital market strategies.
Investments and Capital Markets
Check out A PREVIEW ARTICLE WITH SPEAKER,
JOHN JOSTEN, ctp, FROM TRACTOR SUPPLY COMPANY
For the evolving roles of treasury and finance leaders, change may be one of the few remaining constants. The ability for organizations to effectively manage change efforts has a direct effect on its ability to drive growth and survive disruption. This interactive discussion provides attendees proven leadership tactics from senior leaders that successfully led projects that bring dynamic change, deliver fantastic results and engage their teams. Additionally, facilitators share their stories of change management success and failure and how they overcame the challenges greatest challenges in their organizations.
The Pace of Change: Leadership’s Change Management Challenge
In light of Same Day ACH for debits/credits, Clearing House RTP Rail, Federal Reserve’s Faster Payment Initiative, and Swift’s GPI, treasury leaders are being presented with a complex challenge with multiple avenues for success. An expert panel reviews what treasury departments need to know and the steps needed to develop a successful strategy that incorporates these initiatives into their businesses. Discussion includes highlights of the opportunities that exist in this space as well as the challenges that leaders can expect to face when developing their faster payments strategy.
Setting a Faster Payments Strategy
The best type of networking is when it actually doesn’t feel like “networking”. We’re closing the gap and creating environments that foster natural dialogue. During this break, you’ll team up with your colleagues to make your own Goo-Goo candy. In case you didn’t know, the best networking is done over chocolate, caramel and marshmallows.
Goo-Goo Candy Making Workshop
Supporting one's career is more important than ever and the pace of change requires new skills, open mindedness and stronger networks. Discuss how to better manage your and your team’s careers through networking to support career progression in the 21st century. Networking and recruitment expert, Nicole Meyer, leads an interactive discussion on best practices to support building your professional network to support your career progression goals while avoiding the common mistakes made by treasury and finance executives.
Networking in the 21st Century
Defined Benefit Plans are benefitting greatly from the recent rise in equity markets. To date, much of a Treasurer’s focus has been on the unfunded status. Now that pendulum is swinging towards funded status, what does this mean for those that still have these plans to manage? An expert panel of treasury professionals offer their perspectives and insights to provide attendees guidance to best manage into what is a good outcome and direction for their respective employees’ wealth management situations.
Trends in Employee Wealth Management
Task Force Session Recommendation:
We’re far beyond the point of wondering 'if' new technology innovations are worth pursuing. I'm looking forward to hearing practical advice on selecting and implementing the best solution and fit for our organization.
- Robert Kane, Chief Financial Officer, Educational Records Bureau
Blockchain, Artificial Intelligence, Robotics and other advances in fintech have the power to revolutionize and disrupt treasury teams. In this discussion, attendees will review the underlying technologies and capabilities impacting the treasury space. Additionally, use cases and advanced proofs of concepts in these new and emerging fields of technology are highlighted, focusing on the long term impact they have on treasury practice.
Fintech and Treasury: A Match Made in Heaven?
Task Force Session Recommendation:
“We're all hearing about tax reform, but I'm not sure we've heard from anyone who quite understands all of the implications.”
- Matt Johnson, Vice President and Treasurer, Genesco Inc.
The Tax Reform Reconciliation Act (“TRRA”) is one of the most significant regulatory changes in recent memory, potentially impacting everything from capital allocation and funding strategies to liquidity management practices. A panel of industry experts focuses on what senior leaders need to know to make them proactive change agents to position their organizations for success. Discussion includes an overview of the key aspects of this regulatory change impacting treasury strategies to best position your team for success.
Tax Reform and What it Means for Treasurers
Sourcing and retaining top talent is a constant challenge facing treasury and finance executives. From identifying what skills you should hire for vs train, to the key traits you should look for in a new employee, acquiring the best talent for your team is a stressful proposition. Furthermore, as a leader, how do you foster an environment that provides these individuals room to grow and retains them for the foreseeable future? Having been in both finance leadership and talent acquisition roles, Nicole Meyer brings a unique perspective to help executives address these critical issues. Join us for a lively discussion that brings attendees together to learn as well as share proven strategies for ensuring you get and keep the talent needed to ensure your organization’s success.
Nicole Meyer
Founder & Managing Partner
The Meyer Partnership
Nicole Meyer has over twenty years’ experience in Transaction Banking, having spent most of her career at Citibank, the last role as Managing Director, Team Leader for Citibank’s North American Financial Institutions Cash Management sales team.
She began her head hunting career in 2007 at The Rose Partnership in London as Head of the Corporate and Transaction Banking Practice. Nicole’s search experience includes hiring mid and senior-level executives for a variety of roles and has expertise is in the areas of Cash Management and Liquidity, Trade Services and Finance, Working Capital and Supply Chain Finance, Securities Services, and Corporate and Commercial Banking.
Nicole has an undergraduate cum laude degree in Economics and French from St. Lawrence University and an MBA with Honors from The Wharton School at the University of Pennsylvania.
Bio
Scouting Report: Assembling and Retaining Top Talent
Instead of ordering room service Monday night, meet up with a small group of colleagues for dinner at a great restaurant located in the heart of Nashville. We'll cover the reservations, you just need to sign-up.
dinner with
ColleAgues
The best type of networking is when it actually doesn’t feel like “networking”. We’re closing the gap and creating environments that foster natural dialogue. Themed breaks like a Nashville “Goo-Goo” Candy Making Workshop will help you create meaningful connections – and have a little fun.
THEMED
networking
BREAKS
After her interactive session, networking guru Nicole Meyer will offer tips on making crucial relationships over the next two days and overall in your career. We’ll help you break the ice with amusing table topics to spark conversation.
kick-off Reception
There’s nothing like meeting with your peers face to face. At BreakThrough Treasury and Finance, we’re putting a focus on connecting you with colleagues and forging relationships that can make a real difference. Check out some of the events below.
A FOCUS ON CREATING CONNECTIONS
AN AGENDA BUILT BY YOUR PEERS
Tuesday May 8
1:45 - 2:45 PM: Session Breakouts
10:30 - 11:15 AM: Networking Event
11:15 - 12:15 PM: Session Breakouts
9:30 – 10:30 AM: Session Breakouts
3:15 - 4:30 PM
General Session
6 - 8 PM
Dinner with Colleagues
Click for details
The Heart of Innovation: Building High Performing Teams
Click for session details
Fintech and the Potential to Revolutionize the Financial Services Sector
Click for session details
Leading Teams with an Eye on Efficiency
Click for session details
Treasury Transformations: Not All Are Equal
Click for session details
The Geopolitical Risk Challenge
Click for session details
Partnering for Success: Bringing Treasury and FP&A Together
Click for session details
What’s New in Hedging FX?
Click for session details
Understanding the Treasury Technology Landscape
Click for session details
Investments and Capital Markets
Click for session details
The Pace of Change: Leadership’s Change Management Challenge
Click for session details
Setting a Faster Payments Strategy
Click for session details
Goo-Goo Candy Making Workshop
Click for details
Networking in the 21st Century
Click for session details
Trends in Employee Wealth Management
Click for session details
Fintech and Treasury: A Match Made in Heaven?
Click for session details
A Task Force of your executive colleagues crafted an agenda that covers the issues that matter most to you.
10 - 11:15 AM
Keynote
8 – 9 AM
General Session
Click for session details
Tax Reform and What it Means for Treasurers
Monday May 7
8:30 – 9:30 AM:
Session Breakouts
Click for session details
Mix and mingle with colleagues and networking guru Nicole Meyer. She’ll offer tips on how to form crucial relationships with ease.
Kick-off Reception
Scouting Report: Assembling and Retaining Top Talent
3:30 – 6 PM
Kick-off Keynote and Reception
Sunday May 6
Exclusive Sponsor
Exclusive Sponsor
BreakThrough Treasury and Finance is an intimate event that brings together leaders to discuss pain points, organizational strategy and the big ideas that are just around the corner - all in just 48 hours.
Getting out of the office and keeping up with the demands of your role can be challenging, but we all need a refresh from time to time.
Transforming your Role.
Disrupting the Profession.
