General Information
Program
Speakers
Exhibitors & Sponsors
Registration
Register Now
TOGETHER
VIRTUALLY
October 19-29
the fully transformed AFP 2020 Virtual Experience.
With the incredible content, speakers, solution providers and networking brought to you in a brand new presentation, with access to most content through February 28, 2021. The AFP conference continues to be the most important event in treasury and finance.
and it all kicks off with SHAQ.
What to Expect
Going virtual means more
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
Capital Markets & Investments
141 sessions across 6 tracks
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
We’ve divided AFP 2020 into of learning and virtual networking.
How it Works
Concurrent Sessions
Virtual Exhibit Hall
While we are busy finalizing the details for each time slot, the schedule on the next eight pages contains the overall agenda of AFP 2020. You can view session descriptions by track here.
Schedule-at-a-Glance
Career Development
Financial Planning & Analysis
Payments
Risk Management
Treasury Management
flexibility
two WEEKS
Member $595 Non-member $795
Pricing
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Team pricing is also available for all job titles.– click here for details.
Team Registration
Register Now
How it Works
What to Expect at AFP 2020
Schedule
Pricing
Register
Program
Speakers
General Information
Exhibitors & Sponsors
Register
With AFP Conference Favorites
— Featured Global Sessions
— Payments Hub
— Content for Executives
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
Schedule as of September 15 , subject to change.
the Schedule
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
weeks
two
of learning & virtual networking.
We’ve divided AFP 2020 into
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
View SChedule
This site is best experienced on your desktop or laptop computer.
Team pricing is also available for all job titles. – click here for details.
With the incredible content, speakers, solution providers and networking brought to you in a brand new presentation, with access to most content through February 28, 2021. The AFP conference continues to be the most important event in treasury and finance.
General Information
Program
Speakers
Exhibitors & Sponsors
Registration
Register Now
1:30 – 2:30 PM
WEEK 1
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule By Day
Monday, October 19
(All times are ET)
Virtual Exhibit Hall
Week One Kick-Off Keynote: Shaquille O’Neal
3:00 – 4:15 PM
Shaq-isms for Business & Life
Virtual Exhibit Hall
4:15 – 5:00 PM
WEEK 2
Register
Program
Speakers
General Information
Exhibitors & Sponsors
Register
Schedule as of September 15. Subject to change.
Industry Roundtables
1:30 – 2:30 PM
Retail | Manufacturing | Insurance
Shaq-isms for Business & Life
Shaquille O’Neal
Week One Kick-Off Keynote
NBA Hall of Famer, 15-Time NBA All-Star Player, entrepreneur, investor, philanthropist, and true cultural icon, Shaquille O’Neal brings his inspiring story to life in this dynamic conversation. As an athlete and business leader, Shaq has proven that believing and investing in yourself yields positive results. Chock-full of empowering lessons on leadership and personal anecdotes, Shaq shares actionable insights into being resilient, fostering collaboration, committing to life-long learning and his decision-making process for netting high-impact business outcomes.
Pricing
How it Works
What to Expect
Pricing
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
two WEEKS
We’ve divided AFP 2020 into of learning and virtual networking.
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
Team pricing is also available for all job titles.– click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Tuesday, October 20
Thursday, October 29
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY PD
Keynote
Live Session
Pre-Recorded Session
(limited capacity)
KEY
MindShift Session
Strategic Session
Operational Session
Live Session
Pre-Recorded Session
KEY
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
weeks
two
of learning & virtual networking.
We’ve divided AFP 2020 into
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
Pricing
Pre-Conference Workshop – FORECASTING IN UNCERTAIN TIMES – is complimentary when you register for AFP 2020 by 9/25.
Team pricing is also available for all job titles.– click here for details.
Pre-Recorded
Live
Retail | Manufacturing | Insurance
Week One Kick-Off Keynote: Shaquille O’Neal
(Restricted to Executive Attendees )
Sponsored by Fifth Third Bank
Sponsored by Fifth Third Bank
Building a Resilient Finance Team
1:45 – 2:15 PM
Partner Content featuring Microsoft
Expert Lecture
During these turbulent times, Finance has the opportunity to lead with resilience to help organizations Respond to the immediate need, Recover while driving cost savings and increasing productivity, and Reimagine what is possible through advanced analytics and technical capabilities. Come hear about how Microsoft Finance has applied these principles and how you can leverage them to increase your finance impact.
Building a Resilient Finance Team
Week One Kick-Off Keynote
Building a Resilient Finance Team
1:45 – 2:15 PM
Expert Lecture
During these turbulent times, Finance has the opportunity to lead with resilience to help organizations Respond to the immediate need, Recover while driving cost savings and increasing productivity, and Reimagine what is possible through advanced analytics and technical capabilities. Come hear about how Microsoft Finance has applied these principles and how you can leverage them to increase your finance impact.
Building a Resilient Finance Team
Partner Content featuring Microsoft
(All times are ET)
Monday, October 19
Tuesday, October 20
Thursday, October 29
Building a Resilient Finance Team
Partner Content featuring Microsoft
General Information
Program
Speakers
Exhibitors & Sponsors
Registration
Register Now
WEEK 1
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule By Day
Tuesday, October 20
(All times are ET)
Virtual Exhibit Hall & Attendee Break
1:00 – 1:30 PM
Risk Keynote: Klint Walker
12:00 – 1:00 PM
Virtual Exhibit Hall
11:00 AM – 12:00 PM
Concurrent Sessions
1:30 – 2:30 PM
Virtual Exhibit Hall & Attendee Break
2:30 – 3:00 PM
Virtual Exhibit Hall & Attendee Break
4:00 – 5:00 PM
Learning Lounges
4:15 – 4:45 PM
WEEK 2
Register
Program
Speakers
General Information
Exhibitors & Sponsors
Register
Schedule as of September 15. Subject to change.
Leveraging ISO 20022 in the US – What, Why and How?
Payments
The ISO 20022 financial messaging standard is now seeing widespread adoption for domestic and international payments solutions worldwide, including in The Clearing House RTP system, European instant payments and various High Value Payments systems globally. This ISO standard gives corporates the ability to reconcile faster and quicker using a common language and attach unique invoices in the ISO messages for even greater granularity. This session shows attendees how to prepare for ISO 20022 migration and how it will solve the many issues facing international payments.
Pricing
How it Works
What to Expect
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
two WEEKS
We’ve divided AFP 2020 into of learning and virtual networking.
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
Executive Institute Keynote: Steven Kotler
3:00 – 4:00 PM
Concurrent Sessions
12:00 – 1:00 PM
In today’s accelerated business climate, peak performance is no longer optional—it’s foundational. Studies of high performing organizations show that the secret to peak performance is the state of consciousness known as “flow.” Executive Director of the Flow Research Collective, Steven Kotler, discusses how to harness flow to amplify performance. He focuses on increasing key workplace skills such as motivation and productivity, creativity and innovation. With examples drawn from multiple blue-chip enterprises as well as his own experience working with tens of thousands of executives, Kotler turns cutting edge neuroscience into practical, applicable steps for organizational transformation.
Flow and Business: Unlocking the Secrets of Peak Performance
Steven Kotler
Executive Institute Keynote
Cyber Risk Management: Cyber Supply Chain Threats
Shaquille O’Neal
Executive Institute Keynote
Leveraging ISO 20022 in the US – What, Why and How?
Treasurers Harmonization Panel: A Coordinated Approach to Working Capital Optimization
Advanced Dynamic Financial Modeling
Working Capital Finance: Aligning Your Funding Strategy to Your Business Life Cycle
Hedging Future Cash Flows in an Uncertain Interest Rate Environment
Treasury is increasingly becoming the financial nerve center of the organization, using its centralized vantage point to gain visibility over all cashflows to better manage liquidity and mitigate risk. In order to optimize working capital, treasury must take a coordinated approach, working closely with AR and AP to deploy and integrate technology, while establishing streamlined processes. In this session, a cross-functional panel of senior working capital examine a coordinated approach to working capital optimization and what they’ve learned implementing the latest technologies to create a stronger, more unified working capital operation.
Treasurers Harmonization Panel: A Coordinated Approach to Working Capital Optimization
Treasury Management
As businesses move through their natural lifecycle, finance executives must choose between numerous working capital finance options to fit the organization’s needs. As needs change, the emphasis on managing unnecessary stress on operating capital and cash flow becomes that much more important to ensure sustained business growth. This session reviews potential working capital finance structures to match each stage of your business life cycle and includes discussion of key industry sectors such as manufacturing, transportation, wholesale distribution and energy.
Working Capital Finance: Aligning Your Funding Strategy to Your Business Life Cycle
Capital Markets & Investments
Despite increasing efforts to move planning and modeling efforts away from Microsoft Excel, more than 40% of companies admit that spreadsheet software remains one of their core tools for forecasting. In this session, an FP&A trainer covers methods of dynamic forecasting to save time, eliminate mistakes, and reduce rework. Facilitated in Excel, this interactive session takes attendees through an actual company model and transition into a dynamic format, allowing the model to self-update with minimal human involvement. Learn not only the mechanics of modeling, but also how to become an indispensable asset to your organization.
Advanced Dynamic Financial Modeling
Financial Planning & Analysis
In this uncertain interest rate environment, companies of all sizes have exposure to interest rate fluctuations. From a future bond issuance to fixing cash flows on a bank loan, hedging with interest rate swaps can lock in a degree of certainty. However, managing interest rate risk using derivative contracts can be complex as there are accounting, economic, regulatory and operational factors to consider. In this session, learn about using interest rate swaps as a key alternative and tool to manage interest rate exposure for both large and small companies.
Hedging Future Cash Flows in an Uncertain Interest Rate Environment
Risk Management
The Impact of Technology on the Receivables Journey
How Blockchain and Distributed Ledgers Can Combat Fraud
Transforming Finance to a Business Partner
Transforming Brilliant Jerks to be Inspiring Leaders
Executive Roundtable
1:30 – 2:30 PM
In the current environment of volatility, have you shifted your FX hedging program, cybersecurity preparedness, or make changes to your cyber policies as a result? What about your providers preparedness — did your relationships with them stay intact? What did you learn in terms of remote connectivity? Amid furloughs, and layoffs, what experience did you have with making sure your team was staying on task and on time? This roundtable gives executive practitioners the opportunity to discuss the key areas of their risk management programs that have been put into action during the pandemic while hearing key insights from recent industry research.
Managing Risk through the Pandemic and Beyond
Executive Roundtable
Machine and AI tools are becoming an indispensable component of successful Treasury and payment management. This panel reviews how businesses and financial institutions are leveraging AI and machine-learning tools to more effectively assess fraud mitigation and optimize straight-through payments. The growth of data intelligence is rapidly enhancing the end-to-end Treasury process. Explore each step of this process and learn how practitioners have integrated and deployed these tools and what the impact has been on business success, including positive impact on supply chain finance and capital optimization.
Effectively Deploying AI and Machine Learning in Treasury
Risk Management
As treasury technologies emerge, corporates of all size and industries are under pressure to implement new innovations around receivables, while maximizing the efficiency of legacy processes. Treasury experts from Western Union, Alliance Data Systems, and Cintas discuss their unique receivables hurdles and their journey to overcome those challenges. Panelists share insights into leveraging technology innovations, such as artificial intelligence and machine learning, to auto match receivables data to payments in order to achieve greater receivables efficiency and apply cash faster. Discussion includes managing receivables around cross-border transactions and facilitating the transition away from manual lockbox services.
The Impact of Technology on the Receivables Journey
Payments
Fraud prevention is priority for every financial professional, and treasury professionals are no exception. This session breaks down how blockchain and other distributed ledger technologies can be used to combat and prevent fraudulent behavior. Specific pain points and opportunities for errors and unethical activity are highlighted as they currently exist in both domestic and cross border payment activities. Discussion also includes how permissioned blockchains and associated controls can streamline current payment processes and ultimately offset fraud risks.
How Blockchain and Distributed Ledgers Can Combat Fraud
Payments
FP&A Professionals are being called upon to provide more support in strategic decision-making within their organizations from the lens of a business partner. Hear from the finance team at a multinational consumer goods company, that was called upon by their business stakeholders to provide more value-added insights. Learn about their 5-step transformation journey to becoming an engaged business partner, including how to build and strengthen relationships with stakeholders, as well as how to turn data into insights.
Transforming Finance to a Business Partner
Treasury Management
Research studies show that poor leadership is the most significant reason employees leave a company. Difficult leaders, often called jerks, incur high costs to an organization, including talent attrition, absence of potential successors, and higher turnover. By adding emotional intelligence (EQ) to the leaders' (IQ), it is possible to transform a brilliant but challenging leader or expert into an inspiring one. Attendees learn a 6-step process to transform a brilliant but difficult leader into an inspiring leader, and consequently, reduce suffering in the workplace, improve the organizational cultural climate and increase overall effectiveness.
Transforming Brilliant Jerks to be Inspiring Leaders
Career Development
Team pricing is also available for all job titles.– click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Pricing
Panel Discussion
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY FIN
Moderated Interview
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY FIN
Expert Lecture
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY FIN
Expert Lecture
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY PD
Expert Lecture
Effectively Deploying AI and Machine Learning in Treasury
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY BMO
Case Study
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY IT
Expert Lecture
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY IT
Panel Discussion
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY IT
Panel Discussion
CTP 1.2 | FP&A 1.2 | CPE N/A | CPE FIELD OF STUDY N/A
Roundtable
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY BMO
Panel Discussion
Finance teams face greater demands to provide strategic support and analysis to the business, but are held back by data silos and manual processes. This session presents case studies of two companies, Ominichannel marketer Vlocity and medical laboratory informatics Sunquest, that upgraded their technology to accelerate cycle times for planning, reporting and analytical processes. These companies share how they got their diverse data sources under control, streamlined planning processes and changed their modes to provide more support and become a strategic organization.
Create Your Own Crystal Ball: Getting the Data Visibility You Need
Financial Planning & Analysis
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Case Study
As accounts receivables (AR) volume increases, so too does the manual task of keying-in and processing payment reconciliation information. This ultimately leads to job dissatisfaction, higher overtime costs and diminishes overall team performance. Explore how AI is being deployed to handle manual, low-value AR activities, leaving treasury personnel to manage exceptions that only human analytics can resolve. Attendees will learn how AI increased auto-posting rates, reduced staff overtime, and lowered posting exceptions, enabling staff to focus on higher value activities that create a more promising career path and boost morale.
AI to the Rescue: How Eliminating Manual Processes Frees Up Treasury Resources to Strengthen the Business
Payments
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Expert Lecture
Since its inception, interchange has continually puzzled all those responsible for managing card acceptance. Evolving from just a few common ancestors, there are now hundreds of distinct interchange categories. Determining the proper interchange qualification to satisfy each card brand’s particular data quality standards causes confusion as these standards can be industry specific, card type specific, or both. Adding to this are the complexities of point-of-sale systems, gateways, software partners, and new payment types. This session helps attendees understand how interchange qualification works and reviews techniques for assessing qualification to ensure they’re asking their inquiries the right questions.
Interchange: Are You in the Right Lane?
Payments
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Case Study
How long has it been since you last reviewed your bank fees and services? Through the testimony of two corporate practitioners, we will be telling the tale of two different strategies: The Bilateral Negotiation with Delta Airlines and the Request for Proposal with Marsh & McLennan Companies. By laying out the specificities, strengths, and challenges of each method, this session will help you strategize and design the best way for your organization to up your bank fee negotiation skills while gaining in service efficiency.
A Tale of Two Negotiations: How to Strategize your Bank Fee and Relationship Review
Treasury Management
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
The days of LIBOR are numbered, and borrowers that rely on this key benchmark for loans, debt, or derivatives need to prepare for the phase-out after 2021! Join leaders in the industry for an informative discussion on the most recent updates on the transition, the ins-and-outs of the ARRC proposed replacement language, and what you should be thinking about and doing now to prepare for the phase-out. This discussion highlights the practical and commercial implications of the transition away from Libor and how to best prepare your organization when it happens.
Navigating the LIBOR Transition
Capital Markets & Investments
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Expert Lecture
Project Management is sometimes described as “Herding Cats”. Balancing multiple priorities and personnel requires skill and can make or break the success of a project. This session covers the basic concepts of Project Management, including how to measure success from start to finish, and how to define expected outcomes at the end of a project. Come away feeling confident that you understand how to avoid common costly errors, and how to contribute to the success of a project.
Herding Cats and Other Useful Skills for Project Management
Career Development
AI to the Rescue: How Eliminating Manual Processes Frees Up Treasury Resources to Strengthen the Business
Interchange: Are You in the Right Lane?
A Tale of Two Negotiations: How to Strategize your Bank Fee and Relationship Review
Navigating the LIBOR Transition
Herding Cats and Other Useful Skills for Project Management
Concurrent Sessions
3:00 – 4:00 PM
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY BMO
Expert Lecture
Monday, October 19
Wednesday, October 21
(All times are ET)
Tuesday, October 20
Wednesday, October 21
Monday, October 19
KEY
Pre-Recorded Session
Live Session
Operational Session
Strategic Session
MindShift Session
MindShift
Strategic
Operational
Live Session
Pre-Recorded Session
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY IT
Expert Lecture
Cyber Security Advisor, Klint Walker, discusses the cyber security landscape, including current and emerging supply chain threats and Cyber-attacks. Walker delves into the changing role of technology in business operations and the new role of the Cybersecurity and Infrastructure Security Agency (CISA) and its Cyber Security Advisor (CSA) program designed to protect the nation’s critical infrastructure and key resources, state and local governments and private entities. In this session gain tactics for collaborating with the CSA program to better understand the ongoing cybersecurity and privacy risks, cyber preparedness, risk mitigation, incident & information coordination and cyber policy promotion & situational awareness.
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.
Exclusive Sponsor: PNC
(Restricted to Executive Attendees )
KEY
KEY
MindShift
Strategic
Operational
Live Session
Pre-Recorded Session
KEY
(All times are ET)
Tuesday, October 20
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule as of September 15. Subject to change.
Schedule By Day
Wednesday, October 21
Monday, October 19
Pre-Conference Workshop – FORECASTING IN UNCERTAIN TIMES – is complimentary when you register for AFP 2020 by 9/25.
(Restricted to Executive Attendees)
Exclusive Sponsor: PNC
(limited capacity)
Exclusive Sponsor: PNC
Pricing
How it Works
What to Expect
Pre-Conference Workshop – FORECASTING IN UNCERTAIN TIMES – is complimentary when you register for AFP 2020 by 9/25.
Team pricing is also available for all job titles – click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Pricing
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
weeks
two
of learning & virtual networking.
We’ve divided AFP 2020 into
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
Strategic
Exclusive Sponsor: PNC
Managing Risk through the Pandemic and Beyond
Flow and Business: Unlocking the Secrets of Peak Performance
Payments Roundtable
12:00 – 1:00 PM
CTP 1.2 | FP&A N/A | CPE N/A | CPE FIELD OF STUDY N/A
Roundtable
Payments fraud continues to be top of mind for treasury professionals and may even be more of a concern given today’s business circumstances. Our working environment has changed significantly with more remote work, fewer face-to-face gatherings and reliance on instant messaging, web conferencing and other cloud-based collaboration tools. As we delve into the results of the AFP 2020 Payments Fraud and Control Survey, it is no surprise Business Email Compromise was the largest reported source of attempted or actual payments fraud attacks last year. Discuss this and other payments fraud topics with an expert panel and your peers while sharing insights into the critical issues in payments fraud impacting practitioners today.
Payments Fraud and Control
Payments Roundtable
(Restricted to Executive Attendees)
Exclusive Sponsor: PNC
Executive Virtual Happy Hour
4:15 – 4:45 PM
Payments Fraud and Control
(limited capacity)
Create Your Own Crystal Ball: Getting the Data Visibility You Need
Cyber Risk Management: Cyber Supply Chain Threats
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY IT
Expert Lecture
Cyber Security Advisor, Klint Walker, discusses the cyber security landscape, including current and emerging supply chain threats and Cyber-attacks. Walker delves into the changing role of technology in business operations and the new role of the Cybersecurity and Infrastructure Security Agency (CISA) and its Cyber Security Advisor (CSA) program designed to protect the nation’s critical infrastructure and key resources, state and local governments and private entities. In this session gain tactics for collaborating with the CSA program to better understand the ongoing cybersecurity and privacy risks, cyber preparedness, risk mitigation, incident & information coordination and cyber policy promotion & situational awareness.
Cyber Risk Management: Cyber Supply Chain Threats
Risk Keynote
Klint Walker
Cyber Risk Management: Cyber Supply Chain Threats
Exclusive Sponsor: PNC
Payments Fraud and Control
Payments Roundtable
12:00 – 1:00 PM
Payments fraud continues to be top of mind for treasury professionals and may even be more of a concern given today’s business circumstances. Our working environment has changed significantly with more remote work, fewer face-to-face gatherings and reliance on instant messaging, web conferencing and other cloud-based collaboration tools. As we delve into the results of the AFP 2020 Payments Fraud and Control Survey, it is no surprise Business Email Compromise was the largest reported source of attempted or actual payments fraud attacks last year. Discuss this and other payments fraud topics with an expert panel and your peers while sharing insights into the critical issues in payments fraud impacting practitioners today.
CTP 1.2 | FP&A N/A | CPE N/A | CPE FIELD OF STUDY N/A
Roundtable
Payments Fraud and Control
Risk Keynote
(Restricted to Executive Attendees )
(Restricted to Executive Attendees )
Sponsored by Kyriba
Sponsored by Kyriba
(limited capacity)
Sponsored by Kyriba
Exclusive Sponsor: PNC
Opportunities for Downside Protection in Corporate Cash Portfolios During Late Stages of the Economic Cycle
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
Many corporate Treasury programs focus on Treasury, agency, and investment grade corporate credit securities. But as this economic expansion continues to set longevity records, there are risks that can be managed by adding new investment grade sectors that are historically less volatile during economic downturns. In this session, two corporate Treasurers discuss strategies for diversifying and protecting corporate operating funds at this stage of the economic cycle. Learn strategies for managing cash funds in a high growth, cashflow positive technology company, best practices and governance related to changing guidelines, and managing through stringent SEC regulations.
Opportunities for Downside Protection in Corporate Cash Portfolios During Late Stages of the Economic Cycle
Capital Markets & Investments
Opportunities for Downside Protection in Corporate Cash Portfolios During Late Stages of the Economic Cycle
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
Many corporate Treasury programs focus on Treasury, agency, and investment grade corporate credit securities. But as this economic expansion continues to set longevity records, there are risks that can be managed by adding new investment grade sectors that are historically less volatile during economic downturns. In this session, two corporate Treasurers discuss strategies for diversifying and protecting corporate operating funds at this stage of the economic cycle. Learn strategies for managing cash funds in a high growth, cashflow positive technology company, best practices and governance related to changing guidelines, and managing through stringent SEC regulations.
Opportunities for Downside Protection in Corporate Cash Portfolios During Late Stages of the Economic Cycle
Risk Management
Mini-Mindfulness Session
1:15 – 1:20 PM
Reset with Your Breath
Many times we can feel stressed during the day and actually forget to breathe! Join Amy Vetter and take 5 minutes to learn some breathing techniques to reset and recharge so you can be present for your next session!
Reset with Your Breath
Mini-Mindfulness Session
Virtual Exhibit Hall & Attendee Break
1:15 – 1:20 PM
Many times we can feel stressed during the day and actually forget to breathe! Join Amy Vetter and take 5 minutes to learn some breathing techniques to reset and recharge so you can be present for your next session!
Reset with Your Breath
Career Development
Reset with Your Breath
General Information
Program
Speakers
Exhibitors & Sponsors
Registration
Register Now
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule By Day
Virtual Exhibit Hall & Attendee Break
1:00 – 1:30 PM
Virtual Exhibit Hall
11:00 AM – 12:00 PM
Concurrent Sessions
1:30 – 2:30 PM
Virtual Exhibit Hall & Attendee Break
2:30 – 3:00 PM
Virtual Exhibit Hall & Attendee Break
4:00 – 5:00 PM
MindShift Stage
4:15 – 4:45 PM
Register
Program
Speakers
General Information
Exhibitors & Sponsors
Register
Schedule as of September 15. Subject to change.
Pricing
How it Works
What to Expect
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
two WEEKS
We’ve divided AFP 2020 into of learning and virtual networking.
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
Executive Institute
3:00 – 4:00 PM
Companies with global operations may involve multiple legal entities holding cash that resides with a variety of banks all over the world, presenting a clear challenge for treasury and finance executives. In this session, attendees learn how Ingram Micro manages a multi-currency notional cash pool structure (MNCP) that overcomes challenges linked to common liquidity practices (intercompany loans, “physical” cash pooling, and domestic credit lines) that have their own complexities given tax, legal, and accounting considerations. Discussion includes how the MNCP structure provides a centralized model to enhance visibility and control of working capital while reducing overall liquidity costs, FX transactions, and administrative burden.
Successfully Operating & Optimizing an In-House Banking Structure
Executive Institute
Exploring Permissioned Blockchains and Assessing the Risks
Transforming FP&A at American Eagle Outfitters
Performing on the Corporate Stage: Winning Presentation Strategies for Finance Professionals
Managing FX Risk In Preparing For An IPO: Lessons From the Tech Sector
Payments Roundtable
1:30 – 2:30 PM
This interactive roundtable discusses the challenges practitioner’s face in AR/AP operations. Whether determining how to handle processing of remittance detail or filling in the gaps of missing information, join your colleagues in this interactive discussion of AR/AP challenges and discuss solutions (or horror stories) in the search for improved AR/AP operational processes.
Controls AR/AP
Payments Roundtable
Card payments are rich with valuable data waiting to be harnessed. However, most data available from processors is complex and can pose a challenge when trying to extract meaningful insights. This session demonstrates how merchants are leveraging big data strategies to consume, normalize, and find meaningful value in their payments data. Come away with areas to explore and analyze with payments data, in order to gain customer insights, evaluate alternative payments, improve operational efficiencies, and reduce cost.
Harnessing Payments Data to Gain Powerful Insights
Payments
Research and consulting firms continue to predict growing blockchain adoption across several business sectors, with financial services at the head of the pack. Business leaders need to know about the capabilities and the risks of blockchain to determine if it is the right tool for their use case. In this session, explore what makes blockchain different from legacy systems. The panelists discuss what questions risk management, audit, and payment professionals can ask to better understand and assess permissioned blockchain systems. They also preview what standards are under development to help with these questions.
Exploring Permissioned Blockchains and Assessing the Risks
Risk Management
Many Finance departments run into issues surrounding Finance Analytics, Financial Planning/Budgeting, as well as integration issues with source systems and ERPs. This session takes the audience through one organization’s journey from their initial state of Analytics and FP&A Systems, through implementation to broad adoption and utilization of a new platform. Learn how to correctly understand the current state of the relevant systems, and then how to plot a fit-for-purpose road map for implementation. Dive into key decision points and learn how to implement a future proof, robust, flexible ecosystem that facilitates the needs of a large-scale finance division.
Transforming FP&A at American Eagle Outfitters
Financial Planning & Analysis
Many FP&A professionals do not communicate effectively. They overwhelm their audience with complex content, leaving them confused. The ability to connect with your audience is vital to the success of both the practitioner and organization. In this session, listen to an FP&A practitioner present both subtle and not-so-subtle ways to captivate audiences and inspire them to act. Learn a variety of communication techniques to help you better create engaging presentations, stay focused, and have a lasting impact on your audience.
Performing on the Corporate Stage: Winning Presentation Strategies for Finance Professionals
Career Development
As an enterprise shifts from growth to profitability and prepares for an IPO, exposure to foreign exchange fluctuation is a material Item 1A ‘Risk Factor’ that must be assessed, understood, and managed. In this moderated panel discussion, three technology-sector corporate practitioners share their insights and lessons learned in utilizing hedging strategies to manage FX risk. Come away with valuable tips for managing internal communications and securing Board approval for implementation.
Managing FX Risk In Preparing For An IPO: Lessons From the Tech Sector
Risk Management
Team pricing is also available for all job titles.– click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Pricing
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MaS
Panel Discussion
Harnessing Payments Data to Gain Powerful Insights
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY COMM
Expert Lecture
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY BMO
Case Study
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY IT
Panel Discussion
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Case Study
CTP 1.2 | FP&A N/A | CPE N/A | CPE FIELD OF STUDY N/A
Roundtable
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Campfire
In an increasingly global world, it’s difficult for many businesses to operate without making cross-border payments. In certain industries, these foreign payments are frequent and recurring. Many financial professionals will deal with international payments on an ad hoc basis and will work using existing payment options provided by their bank. Industry experts lead an engaging discussion on the hidden costs in making cross-border payments and the strategies businesses can employ to reduce these costs and improve efficiency when making international payments.
The Hidden Costs of Cross-Border Payments
Payments
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
With all of the technology breakthroughs over the past several years, why are our financial processes still not as automated as most predicted they would be? One answer is that various barriers between buyers and suppliers continue to limit the adoption of key technological advances. Learn how the Business Payments Coalition is breaking down the barriers to advance adoption of e-invoices, increase efficiency, and reduce costs through an open delivery network. Attendees walk away with tactics for overcoming these barriers through simplifying the process to automate.
What Stands in the Way of Achieving Greater Automation in Finance
Payments
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
Many corporate Treasury programs focus on Treasury, agency, and investment grade corporate credit securities. But as this economic expansion continues to set longevity records, there are risks that can be managed by adding new investment grade sectors that are historically less volatile during economic downturns. In this session, two corporate Treasurers discuss strategies for diversifying and protecting corporate operating funds at this stage of the economic cycle. Learn strategies for managing cash funds in a high growth, cashflow positive technology company, best practices and governance related to changing guidelines, and managing through stringent SEC regulations.
Opportunities for Downside Protection in Corporate Cash Portfolios During Late Stages of the Economic Cycle
Capital Markets & Investments
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
Virtual accounts are gaining traction in Europe as a powerful solution for rationalizing bank accounts, driving straight through reconciliation, and enabling on-behalf of structures including in-house banks. Both virtual accounts and in-house banks are far less common in the USA, but are starting to emerge, as are the associated success stories. A panel of early adopters share their experiences and lessons learned with virtual accounts and in-house banks in the US. The discussion includes practical and regulatory considerations and understanding the associated risk, cost and reward factors, key benefits and common myths associated with setting up these programs.
Virtual Accounts and In House Banking: Coming of Age in the US?
Treasury Management
CTP 1.2| FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY COMM
Campfire
The ability to communicate effectively consistently ranks as one of the most desired skills within today’s work environment. And yet, this is a skill that many individuals within the finance world are lacking. With many jobs being replaced by AI and RPA, soft skills such as effective communication are more important than ever. This interactive session takes you through specific exercises while providing coaching along the way. Participants have the opportunity to learn a concept, apply it, and receive immediate feedback on how well the skill was implemented, as well as receive suggestions for improvement.
Communicating Effectively in the Age of Disruption
Career Development
The Hidden Costs of Cross-Border Payments
What Stands in the Way of Achieving Greater Automation in Finance
Opportunities for Downside Protection in Corporate Cash Portfolios During Late Stages of the Economic Cycle
Virtual Accounts and In House Banking: Coming of Age in the US?
Communicating Effectively in the Age of Disruption
Concurrent Sessions
3:00 – 4:00 PM
CTP 1.2 | FP&A n/A | CPE 1.2 | CPE FIELD OF STUDY BMO
Case Study
(All times are ET)
Wednesday, October 21
WEEK 1
WEEK 2
Think Like a Futurist
MindShift Keynote: Amy Webb
12:00 – 1:00 PM
In a world of constant disruption, successful leaders must manage the present while innovating for the future, by employing a new kind of strategic thinking. Best-selling author of The Big Nine and The Signals Are Talking, Amy Webb explains how treasury and finance leaders can harness a futurist’s strategic tools to benefit their organizations. Learn how to think like a futurist, rethink risk, and how to know when to act. Webb shares future scenarios of emerging technologies impacting corporate finance to help attendees discover their own ability to not only forecast what’s on the horizon, but how to create their own preferred future today.
Think Like a Futurist
Amy Webb
MindShift Keynote
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
The definitive Shakespearean soliloquy on life and death is transmuted into a slightly less morbid yet deeply profound question for corporate cash investors: should BBB investments exist in a corporate cash portfolio? With more than 50% of S&P 500 companies rated BBB or lower, corporate investors need to understand the implications of excluding BBB-rated investments from their investment policies. Hear from three market participants: a strategist, a specialist, and a generalist, in a session designed to ensure attendees can navigate this critical investment decision.
BBB or Not BBB, That is the Question... and Other Investment Policy Predicaments
Capital Markets & Investments
BBB or Not BBB, That is the Question... and Other Investment Policy Predicaments
Thursday, October 22
Tuesday, October 20
(All times are ET)
Wednesday, October 21
Thursday, October 22
Tuesday, October 20
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY PD
Expert Lecture
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
Virtual accounts are gaining traction in Europe as a powerful solution for rationalizing bank accounts, driving straight through reconciliation, and enabling on-behalf of structures including in-house banks. Both virtual accounts and in-house banks are far less common in the USA, but are starting to emerge, as are the associated success stories. A panel of early adopters share their experiences and lessons learned with virtual accounts and in-house banks in the US. The discussion includes practical and regulatory considerations and understanding the associated risk, cost and reward factors, key benefits and common myths associated with setting up these programs.
Virtual Accounts and In House Banking: Coming of Age in the US?
Treasury Management
CTP TBD | FP&A TBD | CPE 1.2 | CPE FIELD OF STUDY COMM
Campfire
The ability to communicate effectively consistently ranks as one of the most desired skills within today’s work environment. And yet, this is a skill that many individuals within the finance world are lacking. With many jobs being replaced by AI and RPA, soft skills such as effective communication are more important than ever. This interactive session takes you through specific exercises while providing coaching along the way. Participants have the opportunity to learn a concept, apply it, and receive immediate feedback on how well the skill was implemented, as well as receive suggestions for improvement.
Communicating Effectively in the Age of Disruption
MindShift Stage
Learning Lounge
4:15 – 4:45 PM
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.
KEY
MindShift Session
Strategic Session
Operational Session
Live Session
Pre-Recorded Session
KEY
(All times are ET)
WedNesday, October 21
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule as of September 15. Subject to change.
Schedule By Day
KEY
MindShift
Strategic
Operational
Live Session
Pre-Recorded Session
KEY
Virtual Exhibit Hall
4:15 – 5:00 PM
Shaq-isms for Business & Life
Week One Kick-Off Keynote: Shaquille O’Neal
3:00 – 4:15 PM
Retail Manufacturing Insurance
(limited capacity)
Industry Roundtables
1:30 – 2:30 PM
Virtual Exhibit Hall
1:30 – 2:30 PM
CTP 1.2 | FP&A NA | CPE 1.2 | CPE FIELD OF STUDY PD
Keynote
NBA Hall of Famer, 15-Time NBA All-Star Player, entrepreneur, investor, philanthropist, and true cultural icon, Shaquille O’Neal brings his inspiring story to life in this dynamic conversation. As an athlete and business leader, Shaq has proven that believing and investing in yourself yields positive results. Chock-full of empowering lessons on leadership and personal anecdotes, Shaq shares actionable insights into being resilient, fostering collaboration, committing to life-long learning and his decision-making process for netting high-impact business outcomes.
Shaq-isms for Business & Life
Shaquille O’Neal
Week One Kick-Off Keynote
Learning Lounges
4:15 – 4:45 PM
Virtual Exhibit Hall & Attendee Break
4:00 – 5:00 PM
(limited capacity)
Executive Institute Keynote
3:00 – 4:00 PM
AI to the Rescue: How Eliminating Manual Processes Frees Up Treasury Resources to Strengthen the Business
Interchange: Are You in the Right Lane?
A Tale of Two Negotiations: How to Strategize your Bank Fee and Relationship Review
Navigating the LIBOR Transition
Herding Cats and Other Useful Skills for Project Management
Concurrent Sessions
3:00 – 4:00 PM
Virtual Exhibit Hall & Attendee Break
2:30 – 3:00 PM
(limited capacity)
Executive Roundtable
1:30 – 2:30 PM
Effectively Deploying A.I and Machine Learning in Treasury
The Impact of Technology on the Receivables Journey
How Blockchain and Distributed Ledgers Can Combat Fraud
Transforming Finance to a Business Partner
Transforming Brilliant Jerks to be Inspiring Leaders
Concurrent Sessions
1:30 – 2:30 PM
Virtual Exhibit Hall & Attendee Break
1:00 – 1:30 PM
(limited capacity)
Executive Keynote
12:00 – 1:00 PM
Hedging Future Cash Flows in an Uncertain Interest Rate Environment
Advanced Dynamic Financial Modeling
Working Capital Finance: Aligning Your Funding Strategy to Your Business Life Cycle
Treasurers Harmonization Panel: A Coordinated Approach to Working Capital Optimization
Leveraging ISO 20022 in the US – What, Why and How?
Concurrent Sessions
12:00 – 1:00 PM
Virtual Exhibit Hall
11:00 AM – 12:00 PM
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY BMO
Expert Lecture
In today’s accelerated business climate, peak performance is no longer optional—it’s foundational. Studies of high performing organizations show that the secret to peak performance is the state of consciousness known as “flow.” Executive Director of the Flow Research Collective, Steven Kotler, discusses how to harness flow to amplify performance. He focuses on increasing key workplace skills such as motivation and productivity, creativity and innovation. With examples drawn from multiple blue-chip enterprises as well as his own experience working with tens of thousands of executives, Kotler turns cutting edge neuroscience into practical, applicable steps for organizational transformation.
Flow and Business: Unlocking the Secrets of Peak Performance
Steven Kotler
Week One Executive Institute Keynote
CTP 1.2 | FP&A 1.2 | CPE N/A | CPE FIELD OF STUDY N/A
Roundtable
In the current environment of volatility, have you shifted your FX hedging program, cybersecurity preparedness, or make changes to your cyber policies as a result? What about your providers preparedness- did your relationships with them stay intact? What did you learn in terms of remote connectivity? Amid furloughs, and layoffs, what experience did you have with making sure your team was staying on task and on time? This roundtable gives executive practitioners the opportunity to discuss the key areas of their risk management programs that have been put into action during the pandemic while hearing key insights from recent industry research.
Managing Risk through the Pandemic and Beyond
Executive Roundtable
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Case Study
As accounts receivables (AR) volume increases, so too does the manual task of keying-in and processing payment reconciliation information. This ultimately leads to job dissatisfaction, higher overtime costs and diminishes overall team performance. Explore how AI is being deployed to handle manual, low-value AR activities, leaving treasury personnel to manage exceptions that only human analytics can resolve. Attendees will learn how AI increased auto-posting rates, reduced staff overtime, and lowered posting exceptions, enabling staff to focus on higher value activities that create a more promising career path and boost morale.
AI to the Rescue: How Eliminating Manual Processes Frees Up Treasury Resources to Strengthen the Business
Payments
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
Since its inception, interchange has continually puzzled all those responsible for managing card acceptance. Evolving from just a few common ancestors, there are now hundreds of distinct interchange categories. Determining the proper interchange qualification to satisfy each card brand’s particular data quality standards causes confusion as these standards can be industry specific, card type specific, or both. Adding to this are the complexities of point-of-sale systems, gateways, software partners, and new payment types. This session helps attendees understand how interchange qualification works and reviews techniques for assessing qualification to ensure they’re asking their inquiries the right questions.
Interchange: Are You in the Right Lane?
Payments
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Case Study
How long has it been since you last reviewed your bank fees and services? Through the testimony of two corporate practitioners, we will be telling the tale of two different strategies: The Bilateral Negotiation with Delta Airlines and the Request for Proposal with Marsh & McLennan Companies. By laying out the specificities, strengths, and challenges of each method, this session will help you strategize and design the best way for your organization to up your bank fee negotiation skills while gaining in service efficiency.
A Tale of Two Negotiations: How to Strategize your Bank Fee and Relationship Review
Treasury Management
CTP 1.2 | FP&A TBD | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
The days of LIBOR are numbered, and borrowers that rely on this key benchmark for loans, debt, or derivatives need to prepare for the phase-out after 2021! Join leaders in the industry for an informative discussion on the most recent updates on the transition, the ins-and-outs of the ARRC proposed replacement language, and what you should be thinking about and doing now to prepare for the phase-out. This discussion highlights the practical and commercial implications of the transition away from Libor and how to best prepare your organization when it happens.
Navigating the LIBOR Transition
Capital Markets & Investments
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Expert Lecture
Project Management is sometimes described as “Herding Cats”. Balancing multiple priorities and personnel requires skill and can make or break the success of a project. This session covers the basic concepts of Project Management, including how to measure success from start to finish, and how to define expected outcomes at the end of a project. Come away feeling confident that you understand how to avoid common costly errors, and how to contribute to the success of a project.
Herding Cats and Other Useful Skills for Project Management
Career Development
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.
CTP 1.2 | FP&A 1.2 | CPE N/A | CPE FIELD OF STUDY N/A
Roundtable
In the current environment of volatility, have you shifted your FX hedging program, cybersecurity preparedness, or make changes to your cyber policies as a result? What about your providers preparedness- did your relationships with them stay intact? What did you learn in terms of remote connectivity? Amid furloughs, and layoffs, what experience did you have with making sure your team was staying on task and on time? This roundtable gives executive practitioners the opportunity to discuss the key areas of their risk management programs that have been put into action during the pandemic while hearing key insights from recent industry research.
Managing Risk through the Pandemic and Beyond
Executive Roundtable
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY IT
Panel Discussion
Machine and AI tools are becoming an indispensable component of successful Treasury and payment management. This panel reviews how businesses and financial institutions are leveraging AI and machine-learning tools to more effectively assess fraud mitigation and optimize straight-through payments. The growth of data intelligence is rapidly enhancing the end-to-end Treasury process. Explore each step of this process and learn how practitioners have integrated and deployed these tools and what the impact has been on business success, including positive impact on supply chain finance and capital optimization.
Effectively Deploying A.I and Machine Learning in Treasury
Risk Management
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY IT
Panel Discussion
As treasury technologies emerge, corporates of all size and industries are under pressure to implement new innovations around receivables, while maximizing the efficiency of legacy processes. Treasury experts from Western Union, Alliance Data Systems, and Cintas discuss their unique receivables hurdles and their journey to overcome those challenges. Panelists share insights into leveraging technology innovations, such as artificial intelligence and machine learning, to auto match receivables data to payments in order to achieve greater receivables efficiency and apply cash faster. Discussion includes managing receivables around cross-border transactions and facilitating the transition away from manual lockbox services.
The Impact of Technology on the Receivables Journey
Payments
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY IT
Expert Lecture
Fraud prevention is priority for every financial professional, and treasury professionals are no exception. This session breaks down how blockchain and other distributed ledger technologies can be used to combat and prevent fraudulent behavior. Specific pain points and opportunities for errors and unethical activity are highlighted as they currently exist in both domestic and cross border payment activities. Discussion also includes how permissioned blockchains and associated controls can streamline current payment processes and ultimately offset fraud risks.
How Blockchain and Distributed Ledgers Can Combat Fraud
Payments
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY BMO
Case Study
FP&A Professionals are being called upon to provide more support in strategic decision-making within their organizations from the lens of a business partner. Hear from the finance team at a multinational consumer goods company, that was called upon by their business stakeholders to provide more value-added insights. Learn about their 5-step transformation journey to becoming an engaged business partner, including how to build and strengthen relationships with stakeholders, as well as how to turn data into insights.
Transforming Finance to a Business Partner
Treasury Management
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY PD
Expert Lecture
Research studies show that poor leadership is the most significant reason employees leave a company. Difficult leaders, often called jerks, incur high costs to an organization, including talent attrition, absence of potential successors, and higher turnover. By adding emotional intelligence (EQ) to the leaders' (IQ), it is possible to transform a brilliant but challenging leader or expert into an inspiring one. Attendees learn a 6-step process to transform a brilliant but difficult leader into an inspiring leader, and consequently, reduce suffering in the workplace, improve the organizational cultural climate and increase overall effectiveness.
Transforming Brilliant Jerks to be Inspiring Leaders
Career Development
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.
CTP TBD | FP&A TBD | CPE TBD | CPE FIELD OF STUDY TBD
Expert Lecture
NBA Hall of Famer, 15-Time NBA All-Star Player, entrepreneur, investor, philanthropist, and true cultural icon, Shaquille O’Neal brings his inspiring story to life in this dynamic conversation. As an athlete and business leader, Shaq has proven that believing and investing in yourself yields positive results. Chock-full of empowering lessons on leadership and personal anecdotes, Shaq shares actionable insights into being resilient, fostering collaboration, committing to life-long learning and his decision-making process for netting high-impact business outcomes.
Cybersecurity Session
Shaquille O’Neal
Executive Keynote
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY FIN
Moderated Interview
In this uncertain interest rate environment, companies of all sizes have exposure to interest rate fluctuations. From a future bond issuance to fixing cash flows on a bank loan, hedging with interest rate swaps can lock in a degree of certainty. However, managing interest rate risk using derivative contracts can be complex as there are accounting, economic, regulatory and operational factors to consider. In this session, learn about using interest rate swaps as a key alternative and tool to manage interest rate exposure that for both large and small companies.
Hedging Future Cash Flows in an Uncertain Interest Rate Environment
Risk Management
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY FIN
Expert Lecture
Despite increasing efforts to move planning and modeling efforts away from Microsoft Excel, more than 40% of companies admit that spreadsheet software remains one of their core tools for forecasting. In this session, an FP&A trainer covers methods of dynamic forecasting to save time, eliminate mistakes, and reduce rework. Facilitated in Excel, this interactive session takes attendees through an actual company model and transition into a dynamic format, allowing the model to self-update with minimal human involvement. Learn not only the mechanics of modeling, but also how to become an indispensable asset to your organization.
Advanced Dynamic Financial Modeling
Financial Planning & Analysis
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY FIN
Expert Lecture
As businesses move through their natural lifecycle, finance executives must choose between numerous working capital finance options to fit the organization’s needs. As needs change, the emphasis on managing unnecessary stress on operating capital and cash flow becomes that much more important to ensure sustained business growth. This session reviews potential working capital finance structures to match each stage of your business life cycle and includes discussion of key industry sectors such as manufacturing, transportation, wholesale distribution and energy.
Working Capital Finance: Aligning Your Funding Strategy to Your Business Life Cycle
Capital Markets & Investments
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
Treasury is increasingly becoming the financial nerve center of the organization, using its centralized vantage point to gain visibility over all cashflows to better manage liquidity and mitigate risk. In order to optimize working capital, treasury must take a coordinated approach, working closely with AR and AP to deploy and integrate technology, while establishing streamlined processes. In this session, a cross-functional panel of senior working capital examine a coordinated approach to working capital optimization and what they’ve learned implementing the latest technologies to create a stronger, more unified working capital operation.
Treasurers Harmonization Panel: A Coordinated Approach to Working Capital Optimization
Treasury Management
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
The ISO 20022 financial messaging standard is now seeing widespread adoption for domestic and international payments solutions worldwide, including in The Clearing House RTP system, European instant payments and various High Value Payments systems globally. This ISO standard gives corporates the ability to reconcile faster and quicker using a common language and attach unique invoices in the ISO messages for even greater granularity. This session shows attendees how to prepare for ISO 20022 migration and how it will solve the many issues facing international payments.
Leveraging ISO 20022 in the US – What, Why and How?
Payments
(All times are ET)
Tuesday, October 20
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule as of August 1. Subject to change.
Schedule By Day
Pricing
How it Works
What to Expect
Team pricing is also available for all job titles.– click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Pricing
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
weeks
two
of learning & virtual networking.
We’ve divided AFP 2020 into
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
KEY
MindShift
Strategic
Operational
Live Session
Pre-Recorded Session
KEY
Controls AR/AP
Thursday, October 22
Tuesday, October 20
Pre-Conference Workshop – FORECASTING IN UNCERTAIN TIMES – is complimentary when you register for AFP 2020 by 9/25.
(Restricted to Executive Attendees)
Exclusive Sponsor: PNC
(limited capacity)
Exclusive Sponsor: PNC
Pricing
How it Works
What to Expect
Pre-Conference Workshop – FORECASTING IN UNCERTAIN TIMES – is complimentary when you register for AFP 2020 by 9/25.
Team pricing is also available for all job titles – click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Pricing
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
weeks
two
of learning & virtual networking.
We’ve divided AFP 2020 into
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
Successfully Operating & Optimizing an In-House Banking Structure
Controls AR/AP
Payments and Treasury Happy Hour
4:15 – 4:45 PM
(limited capacity)
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY BMO
Campfire
As organizations build or transform their investment guidelines, treasury technology stack and treasury organizations they must minimize risk, maintain liquidity and maximize yield while also ensuring they can meet specific business operational needs. MGM Resorts, American Honda and ICD do a deep dive into their short-term investment objectives, technologies and operational behavior and how it’s tied into the needs of their respective businesses. Speakers share their investment guidelines and vehicles (including Prime MMFs), the compliance rules utilized to adhere to those guidelines and the reporting involved to prove good investment behavior to leadership.
Aligning Investment Strategy with Your Company's Operations
Capital Markets & Investments
Aligning Investment Strategy with Your Company's Operations
(Restricted to Executive Attendees )
Exclusive Sponsor: PNC
Sponsored by Capital One
Sponsored by Kyriba
Sponsored by Kyriba
Partner Content featuring Microsoft
11:15 AM – 11:45 PM
Enabling the Finance Front Lines to Create Efficiency
Expert Lecture
In our fast-paced Finance roles, our people need the ability to respond quickly to challenges and develop solutions that solve real-time problems — to be resilient. This session will be a demo-rich overview of how Microsoft's Finance team is using low-code/no-code tools — like Power BI, Power Apps and Power Automate — to empower its front-line workers to drive efficiency and compliance, without advanced technical skills.
Enabling the Finance Front Lines to Create Efficiency
Partner Content featuring Microsoft
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.
CTP 1.2 | FP&A n/A | CPE 1.2 | CPE FIELD OF STUDY BMO
Case Study
Companies with global operations may involve multiple legal entities holding cash that resides with a variety of banks all over the world, presenting a clear challenge for treasury and finance executives. In this session, attendees learn how Ingram Micro manages a multi-currency notional cash pool structure (MNCP) that overcomes challenges linked to common liquidity practices (intercompany loans, “physical” cash pooling, and domestic credit lines) that have their own complexities given tax, legal, and accounting considerations. Discussion includes how the MNCP structure provides a centralized model to enhance visibility and control of working capital while reducing overall liquidity costs, FX transactions, and administrative burden.
Successfully Operating & Optimizing an In-House Banking Structure
Executive Institute
Expert Lecture
In our fast-paced Finance roles, our people need the ability to respond quickly to challenges and develop solutions that solve real-time problems — to be resilient. This session will be a demo-rich overview of how Microsoft's Finance team is using low-code/no-code tools — like Power BI, Power Apps and Power Automate — to empower its front-line workers to drive efficiency and compliance, without advanced technical skills.
Enabling the Finance Front Lines to Create Efficiency
Career Development
Successfully Operating & Optimizing an In-House Banking Structure
Lake of the Mind Meditation
Mini-Mindfulness Session
2:45 – 2:50 PM
Feeling isolated in your remote office? Let’s take a mini-vacation with our minds! Join Amy Vetter for this 5 minute meditation to escape to your favorite body of water before going to your next session!
Lake of the Mind Meditation
Mini-Mindfulness Session
Lake of the Mind Meditation
Mini-Mindfulness Session
2:45 – 2:50 PM
Feeling isolated in your remote office? Let’s take a mini-vacation with our minds! Join Amy Vetter for this 5 minute meditation to escape to your favorite body of water before going to your next session!
Lake of the Mind Meditation
Mini-Mindfulness Session
General Information
Program
Speakers
Exhibitors & Sponsors
Registration
Register Now
WEEK 1
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule By Day
Thursday, October 22
(All times are ET)
Virtual Exhibit Hall & Attendee Break
1:00 – 1:30 PM
Virtual Exhibit Hall
11:00 AM – 12:00 PM
Concurrent Sessions
1:30 – 2:30 PM
Virtual Exhibit Hall & Attendee Break
2:30 – 3:00 PM
Virtual Exhibit Hall & Attendee Break
4:00 – 5:00 PM
MindShift Stage
4:15 – 4:45 PM
WEEK 2
Register
Program
Speakers
General Information
Exhibitors & Sponsors
Register
Schedule as of September 15. Subject to change.
Treasury 4.0: Implementing Smart Contracts & Real Time Messaging
Treasury Management
Technology advancements continues to accelerate at an exponential rate. Treasury 4.0 is the next revolution that is occurring and utilizing exponential technology. Distributed Ledger Technology (DLT) and the Application Program Interface (API) are beginning to be used within Treasury organizations to increase efficiencies. These technologies are eliminating operational risk, reducing payment fraud and providing the transparency to key stakeholders. Industry experts review the fundamentals of DLT and API’s and how one organization has successfully applied DLT and API’s to cut processing times, while reducing the margin for error.
Pricing
How it Works
What to Expect
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
two WEEKS
We’ve divided AFP 2020 into of learning and virtual networking.
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
Executive Institute
3:00 – 4:00 PM
Concurrent Sessions
12:00 – 1:00 PM
Treasury 4.0: Implementing Smart Contracts & Real Time Messaging
Processing ACH Faster: Creating a Win-Win for A/R & Treasury with AI-Enabled Cash Application
Managing the Hidden Risks in Cash Portfolios
A Treasury Background: An Ace In The Hole For Your Career
Recognizing the New Faces of Fraud: Insights from Your Peers and the FBI
At Danone, cash application analysts used to spend 128 hours per week manually posting ACH payments. Manual reconciliation of ACH adds to reconciliation challenges and additional expenses for cash application teams, but what if ACH payments could be auto-processed? Doing this would allow treasury team to focus on their payment mix & cash application teams to focus on keeping the past-due in check. Using an informative case study as the backdrop for this discussion, attendees hear industry experts walk through a step-by-step automation journey in cash application and how a 95% increase in auto-cash posting rate was achieved.
Processing ACH Faster: Creating a Win-Win for A/R & Treasury with AI-Enabled Cash Application
Payments
For many treasury practitioners, the career ladder seems just that - a very narrow specific path to Treasurer. However, the skills and insights developed in treasury offer a rich variety of career opportunities. This panel brings a diverse group of professionals that have flourished in the broader corporate finance framework, including those who have joined service providers, non-profits, consultancies fin-tech vendors. Join this session for a whirlwind tour of the risks, rewards, and tools your current career might offer your future self.
A Treasury Background: An Ace In The Hole For Your Career
Career Development
Monitoring interest rate trends and following traditional best practices in credit and risk management are necessary but no longer sufficient. In today’s dynamic corporate cash management environment treasury professionals must also prepare for hidden risks. In this session arm yourself with actionable information on how to plan for and manage emerging risks in the new cash management landscape. Real-world examples from Capital Advisors Group, Regeneron Pharmaceuticals, Toyota Financial Services, and American Honda Motor Company help attendees understand where to look for hidden risks and how to manage them.
Managing the Hidden Risks in Cash Portfolios
Capital Markets & Investments
This session features a panel discussion of practitioners, law enforcement, and cybersecurity experts discussing the types, impacts, and mitigation techniques for the constantly evolving fraud landscape. Technological shifts ensure attacks will occur within your organization and that they can come from anywhere. In this session, hear lessons learned the hard way about various fraud threats that pose a risk to your organization such as the cyber payment fraud scheme of choice, and Online Account Takeover (ATO) and how to mitigate your risk. Learn best practices to identify fraud and protect your organization.
Recognizing the New Faces of Fraud: Insights from Your Peers and the FBI
Risk Management
Building a Leading Card Program: Is There a Secret Formula?
Unclaimed Property Compliance and the State of Nevada
The Top 5 Reasons Your Business Needs Faster Payments Today
What Do You Think? The Art of Collaborative Leadership
On any given day, if someone asked you “how much money do we have and where is it?”, how long would it take to get a comprehensive and accurate answer? With corporations holding cash and investments in many entities and currencies around the world, and information about these positions held in disparate systems, answering this question can be difficult. This session explores Salesforce’s journey to achieving real-time visibility of global liquidity for key stakeholders by building automated connections between multiple systems, while utilizing robotic process automation.
Achieving Real-Time Visibility of Global Cash & Investments Through Automation
Capital Markets & Investments
In the continuing quest to provide strategic value to an organization, one of the most important levers a treasury and accounts payable department can pull is how it manages its payables. Growing a card program provides extensive operational and financial benefits to companies, such as low- to no-cost transactions, reduction of costly paper checks, extended working capital terms and, importantly, the revenue share companies are able to negotiate with their card provider. An expert panel discusses the business strategies to consider when introducing or growing a card payment program, including benchmarking data for participants to measure their programs against.
Building a Leading Card Program: Is There a Secret Formula?
Payments
We often talk about “the cost of compliance”, but we also need to consider the cost of noncompliance. When it comes to reporting unclaimed property, noncompliance increases the likelihood of being selected for an audit - that can be time consuming and substantially expensive. In this session, learn about the role that Treasury can play in ensuring compliance and making audits easier to navigate, as well avoiding other pitfalls of noncompliance.
Unclaimed Property Compliance and the State of Nevada
Risk Management
The continued growth in the use of faster payments technology is validated by Nacha’s reporting of over 66 million Same Day ACH payments in Q3 2019, a 54% jump from the previous year. As The Clearing House gains traction with real-time payments and as the Federal Reserve’s FedNowSM is added to the mix, it’s clear that faster payments is moving from concept to reality. And, as these and other faster payment options come online, demand is shifting from interest to expectation. Hear from a panel of industry experts on what corporates need to know to successfully incorporate faster payments technologies into their operations.
The Top 5 Reasons Your Business Needs Faster Payments Today
Payments
This lively discussion shows treasury and finance leaders how to harness the power of one simple question, “What Do You Think?” to transform their teams and come together to accomplish even the toughest tasks. It possesses the power to transform relationships within teams, reduce turnover and increase talent engagement. Collaborative leadership is a style that is rooted in humility that values people over positions and says, “You matter”. When leaders can maximize the talent resident within their organizations and when people know they matter, they will achieve far more than even they can believe.
What Do You Think? The Art of Collaborative Leadership
Career Development
Team pricing is also available for all job titles.– click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Pricing
Case Study
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY IT
Panel Discussion
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY PD
Panel Discussion
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY IT
Expert Lecture
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY PD
Expert Lecture
Achieving Real-Time Visibility of Global Cash & Investments Through Automation
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY SKA
Expert Lecture
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY BMO
Expert Lecture
CTP TBD | FP&A TBD | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
With the increase in global competition among organizations, the role of Treasury has grown more important in support of critical enterprise-wide strategic objectives. While Treasury teams currently play a pivotal role in most organizations, many are now stepping into greater leadership positions, helping to guide the business forward. In this session a panel shares how their Treasury teams have used cross-functional team leadership to drive innovation, and how Treasury “took the wheel” to create value for their firms. Gain vital insight into how Treasury can raise its profile and deliver greater value for the organization.
Taking the Wheel: How Treasury is Delivering Value and Leadership
Executive Institute
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY PHR
Panel Discussion
Creating a diverse and inclusive work environment is top of mind at organizations around the globe, but where do you start? At Gibson Energy, the company established a Diversity and Inclusion Committee that started with a focus on gender balance to attract, retain and advance female leaders. This included the development of a Diversity and Inclusion policy, the introduction of a Women in Finance Development program, and on-going educational sessions and training for employees. Panelists discuss these and other strategies to attract, develop and retain a diverse workforce with a culture that values diversity and inclusivity and the impact it can have on your organization.
Creating a Diverse and Inclusive Workplace
Career Development
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Case Study
While the trend of converting paper to electronic is improving, electronic receipts present many challenges associated with applying cash efficiently. Electronic receipts can cost more to process and dramatically increase DSO. International Paper shares their tactics for transforming a 27% hit rate on electronic cash application to over 70%. This session explores the considerations and steps needed to achieve maximum results including vendor selection, scoping, data mining, IT involvement, project management and remitter outreach. Attendees walk away with practical steps to improve DSO and reduce costs.
How We Tripled Our Electronic Cash Application Hit Rate and Decreased Costs
Payments
CTP 1.2 | FP&A 1.2| CPE 1.2 | CPE FIELD OF STUDY BMO
Case Study
Data driven decision-making (DDDM) is a key differentiator of successful organizations that, when applied appropriately, improves end-to-end processes, reduces cost and waste and maximizes return on assets. ABM, a large services provider, successfully applied these principles with their finance and operations teams who partnered to deploy technology to provide real-time visibility into labor costs. Attendees learn principles and practices that support the collaborative design of a solution and address the issues encountered during implementation (technology integrations, data quality, change management).
Data Driven Decision-Making: A Blueprint & Case Study
Financial Planning & Analysis
CTP 1.2 | FP&A 1.2| CPE 1.2 | CPE FIELD OF STUDY FIN
Panel Discussion
FX risk impacts companies at every stage of their business lifecycle, but FX strategies differ from launch through maturity due to evolving business-models, competitive pressures, M&A activity, global expansion, reporting requirements, and other factors. As volatility increases, making risk management more vital within the finance function, treasury professionals can maximize program effectiveness by employing a disciplined approach that progresses with their organization. In this session, treasury executives from leading, high-profile organizations in various lifecycle stages—from early stage through maturity—will share successful approaches to monitoring and measuring FX risk, understanding its impacts to key metrics, and accurately assessing outcomes. The session will cover public-to-private transitions, pre- and post-IPO, and the progression from an initial FX playbook to a sustainable, efficient long-term operation.
Hedging Fundamentals: The Essentials of a Corporate Program
Risk Management
Creating a Diverse and Inclusive Workplace
How We Tripled Our Electronic Cash Application Hit Rate and Decreased Costs
Data Driven Decision-Making: A Blueprint & Case Study
Hedging Fundamentals: The Essentials of a Corporate Program
Concurrent Sessions
3:00 – 4:00 PM
Wednesday, October 21
Monday, October 26
(All times are ET)
THursday, October 22
Monday, October 26
Wednesday, October 21
MindShift
Strategic
Operational
Live Session
Pre-Recorded Session
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
Payment infrastructures are undergoing great change across the globe, with the implementation of instant retail payment rails and modernization of real-time gross settlement systems. Innovation in cross-border payments is also on the rise – driven in part by new market entrants, evolving technologies, and regulatory and compliance pressures. Join this session as a panel of industry experts explore how to leverage new technology to better engage clients, how SWIFT is working with its global community of banks and corporates to construct the future of payments, and how to remain successful in a rapidly changing business environment.
SWIFT on Innovation: Constructing the Future of Payments
Payments
SWIFT on Innovation: Constructing the Future of Payments
FP&A Keynote: Amy Vetter
12:00 – 1:00 PM
CTP TBD | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY PD
Expert Lecture
Change, whether driven by internal or external factors, is an opportunity if you can manage it well. As waves of new technology wash over the finance function, FP&A can seize this moment to move from a cost center to a service center. Innovating the tools we use is not enough; successfully navigating change requires developing a new mindset for the team that creates value in clearly communicating the meaning of business data. Finance and leadership expert Amy Vetter shares her insights on how to embrace innovation in order to allow more time to develop collaborative and lasting relationships with customers and become a strategic partner that the business can’t imagine living without.
Becoming a Cherished Advisor in a World of Constant Innovation
FP&A Keynote
Payments Keynote
3:00 – 4:00 PM
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Expert Lecture
Faster payments are here and already ingrained in our daily lives. The COVID-19 environment has helped bring to light the importance of faster payments, but what other trends In this uncertain interest rate environment, companies of all sizes have exposure to interest rate fluctuations. From a future bond issuance to fixing cash flows on a bank loan, hedging with interest rate swaps can lock in a degree of certainty. However, managing interest rate risk using derivative contracts can be complex as there are accounting, economic, regulatory and operational factors to consider. In this session, learn about using interest rate swaps as a key alternative and tool to manage interest rate exposure for both large and small companies. are contributing to this acceleration in 2020? Reed Luhtanen, Executive Director of the U.S. Faster Payments Council, discusses the current state of faster payments and how the industry is responding to these trends as we progress along the path to ubiquitous, easy to use faster payments in the United States.
Accelerating Trends in Faster Payments
Payments Keynote
Learning Lounge
4:15 – 4:45 PM
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.
Exclusive Sponsor: PNC
Amy Vetter
KEY
MindShift Session
Strategic Session
Operational Session
Live Session
Pre-Recorded Session
KEY
(All times are ET)
Thursday, October 22
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule as of September 15. Subject to change.
Schedule By Day
KEY
MindShift
Strategic
Operational
Live Session
Pre-Recorded Session
KEY
Becoming a Cherished Advisor in a World of Constant Innovation
Taking the Wheel: How Treasury is Delivering Value and Leadership
Taking the Wheel: How Treasury is Delivering Value and Leadership
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY SKA
Panel Discussion
Following up on their insightful discussion at AFP 2019, this panel of industry experts has reassembled to continue the discussion from a year ago. Hear about what each is now doing with their legacy IBOR contracts and their new interest rate contracts, including the impacts on borrowers and financial risk managers as fallback provisions between derivatives and borrowings start diverging. In addition, the panel discusses the changing market for the secured overnight financing rate (SOFR), adjustments from LIBOR to SOFR and other IBOR replacements globally.
SOFR So Good: An Update On LIBOR Replacement
Executive Institute
SOFR So Good: An Update On LIBOR Replacement
Monday, October 26
Wednesday, October 21
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.
Pre-Conference Workshop – FORECASTING IN UNCERTAIN TIMES – is complimentary when you register for AFP 2020 by 9/25.
Pricing
How it Works
What to Expect
Pre-Conference Workshop – FORECASTING IN UNCERTAIN TIMES – is complimentary when you register for AFP 2020 by 9/25.
Team pricing is also available for all job titles – click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Pricing
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
weeks
two
of learning & virtual networking.
We’ve divided AFP 2020 into
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
Turning Treasury into a Next-Generation Powerhouse: How to Drive Organic Innovation
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY BMO
Panel Discussion
Digital disruptors are shaking up nearly every industry and marketplace. Treasury professionals have stepped up to the challenge, deploying programs and initiatives within their firms to drive organic innovation and a culture of INTRApreneurship, in order to maintain parity with new competitors. This panel discussion explores how forward-thinking treasury professionals define innovation and foster a mindset of out-of-the-box thinking and examines some of the specific initiatives they have implemented across the next-gen treasury spectrum to help drive strategic growth and efficiency gains within treasury and across their business.
Turning Treasury into a Next-Generation Powerhouse: How to Drive Organic Innovation
Treasury Management
FP&A Roundtable
1:30 – 2:30 PM
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Roundtable
With tremendous speed, the coronavirus reshaped our lives and the economy in which we work. Using AFP’s Impact of the COVID Pandemic Survey as a starting point, practitioners discuss the ways their companies and their work in FP&A have changed, and what excellence looks like now. This highly interactive session reviews what can be learned from this research, while giving attendees the opportunity to discuss how their work has evolved in the face of unprecedented change.
The Impact of the COVID-19 Pandemic on FP&A Teams
FP&A Roundtable
(Restricted to Executive Attendees)
Accelerating Trends in Faster Payments
Becoming a Cherished Advisor in a World of Constant Innovation
The Impact of the COVID-19 Pandemic on FP&A Teams
FP&A Virtual Happy Hour
4:15 – 4:45 PM
Sponsored by QueBIT
(limited capacity)
(Restricted to Executive Attendees )
Strengthening Governance for Secure Transaction Data
CTP TBD | FP&A TBD | CPE TBD | CPE FIELD OF STUDY MAS
Panel Discussion
Transaction and financial data are cornerstones of modern corporations, and the security of this data is paramount. Companies large and small should have governance procedures and teams in place to ensure security across the lifecycle of this information. Relevant to those who have and do not have access to SWIFT, this session reviews the SWIFT Customer Security Program Security Program and its potential as a model for strong security and related governance. Issues of data harmonization, risk mitigation and tools for corporates to improve governance are also explored.
Strengthening Governance for Secure Transaction Data
Treasury Management
Strengthening Governance for Secure Transaction Data
CTP TBD | FP&A TBD | CPE TBD | CPE FIELD OF STUDY MAS
Panel Discussion
Transaction and financial data are cornerstones of modern corporations, and the security of this data is paramount. Companies large and small should have governance procedures and teams in place to ensure security across the lifecycle of this information. Relevant to those who have and do not have access to SWIFT, this session reviews the SWIFT Customer Security Program Security Program and its potential as a model for strong security and related governance. Issues of data harmonization, risk mitigation and tools for corporates to improve governance are also explored.
Strengthening Governance for Secure Transaction Data
Payments
Sponsored by QueBIT
Sponsored by Vena
Sponsored by Vena
Sponsored by Vena
Sponsored by Vena
FP&A Virtual Happy Hour
4:15 – 4:45 PM
Reed Luhtanen
Body Awareness Meditation
Mini-Mindfulness Session
11:45 – 11:50 PM
Often we go from meeting to meeting and build tension in our bodies without even realizing it. Join Amy Vetter for this 5 minute meditation to identify where you need to send some extra attention in your body to feel better during your day!
Body Awareness Meditation
Mini-Mindfulness Session
Body Awareness Meditation
Mini-Mindfulness Session
11:45 – 11:50 PM
Often we go from meeting to meeting and build tension in our bodies without even realizing it. Join Amy Vetter for this 5 minute meditation to identify where you need to send some extra attention in your body to feel better during your day!
Body Awareness Meditation
Mini-Mindfulness Session
General Information
Program
Speakers
Exhibitors & Sponsors
Registration
Register Now
1:30 – 2:30 PM
WEEK 1
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule By Day
Monday, October 26
(All times are ET)
Virtual Exhibit Hall
Week Two Kick-Off Keynote: Daniel Pink
3:00 – 4:15 PM
The Science of Perfect Timing
Virtual Exhibit Hall
4:15 – 5:00 PM
WEEK 2
Register
Program
Speakers
General Information
Exhibitors & Sponsors
Register
Schedule as of September 15. Subject to change.
Industry Roundtables
1:30 – 2:30 PM
Banking | Energy & Utilities | Health & Services
The Science of Perfect Timing
Daniel Pink
Week TWO Kick-Off Keynote
We’ve all heard that “timing is everything.” The trouble is, we don’t know much about timing itself. Our business and professional lives present a never-ending stream of “when” decisions. However, we make them based on intuition and guesswork because we believe that timing is an art. In this provocative and entertaining keynote, New York Times bestselling author Daniel Pink shows that timing is a science – one we can use to make smarter decisions, enhance productivity, and boost the performance of treasury and finance organizations. Deeply researched and packed with takeaways, this keynote provides attendees tools to look at their work, organization, and lives, in fresh and invigorating ways.
Pricing
How it Works
What to Expect
Pricing
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
two WEEKS
We’ve divided AFP 2020 into of learning and virtual networking.
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
Team pricing is also available for all job titles.– click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Tuesday, October 27
Thursday, October 22
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY PD
Expert Lecture
(limited capacity)
KEY
MindShift Session
Strategic Session
Operational Session
Live Session
Pre-Recorded Session
KEY
Tuesday, October 27
Thursday, October 22
Virtual Exhibit Hall
4:15 – 5:00 PM
The Science of Perfect Timing
Week One Kick-Off Keynote: Shaquille O’Neal
3:00 – 4:15 PM
Banking Energy & Utilities Health & Services
(limited capacity)
Industry Roundtables
1:30 – 2:30 PM
Virtual Exhibit Hall
1:30 – 2:30 PM
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY PD
Keynote
We’ve all heard that “timing is everything.” The trouble is, we don’t know much about timing itself. Our business and professional lives present a never-ending stream of “when” decisions. However, we make them based on intuition and guesswork because we believe that timing is an art. In this provocative and entertaining keynote, New York Times bestselling author Daniel Pink shows that timing is a science – one we can use to make smarter decisions, enhance productivity, and boost the performance of treasury and finance organizations. Deeply researched and packed with takeaways, this keynote provides attendees tools to look at their work, organization, and lives, in fresh and invigorating ways.
The Science of Perfect Timing
Shaquille O’Neal
Week One Kick-Off Keynote
(All times are ET)
Monday, October 26
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule as of September 15. Subject to change.
Schedule By Day
KEY
MindShift
Strategic
Operational
Live Session
Pre-Recorded Session
KEY
Pre-Conference Workshop – FORECASTING IN UNCERTAIN TIMES – is complimentary when you register for AFP 2020 by 9/25.
Pricing
How it Works
What to Expect
Pre-Conference Workshop – FORECASTING IN UNCERTAIN TIMES – is complimentary when you register for AFP 2020 by 9/25.
Team pricing is also available for all job titles – click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Pricing
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
weeks
two
of learning & virtual networking.
We’ve divided AFP 2020 into
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
Sponsored by Fifth Third Bank
Partner Content featuring Microsoft
1:45 – 2:15 PM
Recent Advancements in Treasury: Increasing Impact with Breakthrough Technologies
Expert Lecture
The Microsoft treasury team will showcase innovation they are driving to transform their operations with big impact. By leveraging technologies including the PowerPlatform they were able to build and automate workflows across applications without involving corporate IT. The impact of these applications has reduced business processing time by 75%, improved data handling, improved compliance and privacy, and delivered business continuity during recent lockdowns.
Recent Advancements in Treasury: Increasing Impact with Breakthrough Technologies
Partner Content Featuring Microsoft
Partner Content featuring Microsoft
1:45 – 2:15 PM
Recent Advancements in Treasury: Increasing Impact with Breakthrough Technologies
Expert Lecture
The Microsoft treasury team will showcase innovation they are driving to transform their operations with big impact. By leveraging technologies including the PowerPlatform they were able to build and automate workflows across applications without involving corporate IT. The impact of these applications has reduced business processing time by 75%, improved data handling, improved compliance and privacy, and delivered business continuity during recent lockdowns.
Recent Advancements in Treasury: Increasing Impact with Breakthrough Technologies
Treasury Management
(All times are ET)
Monday, October 26
TUesday, October 27
Thursday, October 22
General Information
Program
Speakers
Exhibitors & Sponsors
Registration
Register Now
WEEK 1
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule By Day
Tuesday, October 27
(All times are ET)
Virtual Exhibit Hall & Attendee Break
1:00 – 1:30 PM
Virtual Exhibit Hall
11:00 AM – 12:00 PM
Concurrent Sessions
1:30 – 2:30 PM
Virtual Exhibit Hall & Attendee Break
2:30 – 3:00 PM
Virtual Exhibit Hall & Attendee Break
4:00 – 5:00 PM
Learning Lounges
4:15 – 4:45 PM
WEEK 2
Register
Program
Speakers
General Information
Exhibitors & Sponsors
Register
Schedule as of September 15. Subject to change.
Pricing
How it Works
What to Expect
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
two WEEKS
We’ve divided AFP 2020 into of learning and virtual networking.
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
Certification Keynote: Mona Sutphen
12:00 – 1:00 PM
How to Gauge the Health of Your Treasury
The Modern ACH Network Emboldens Your Payments Strategy
Getting Engagement and Involvement from Operations
Drowning in Statement Data
Executive Roundtable
1:30 – 2:30 PM
The global pandemic has served as a time of intense difficulty for individuals and organizations alike. For practitioners, managing liquidity has become the critical function in building the organization’s defenses against an economy in peril. What has emerged from the capital markets has been nothing short of amazing. Over subscription on deals, PPP Loans, and credit valuation metrics were among some of the areas seen by many of our members. How will your balance sheet be prepared for next year? What levers do you have available to weather the storm? This roundtable gives executive practitioners the opportunity to discuss how they are approaching the capital markets during these unprecedented times.
Capital Markets In a Time of Liquidity Crisis
Executive Roundtable
You are hearing a lot about the adoption of ISO 20022, how it can help to streamline business operations and achieve cost savings. Are you wondering if this can apply to your business? Hear about the latest on ISO 20022, what banks are doing to help their corporate customers and how Nordson worked through the process to get to reach a very streamlined end state. Attendees get a picture of where to begin this journey and how to determine their objectives, while gaining a greater understanding of what ISO 20022 brings to the table.
ISO 20022 Journey: Nordson - How Did We Get Here from there?
Payments
All corporate treasury teams are pressured to adapt to technology changes and volatile financial markets while managing financial risk, reducing borrowing costs, and ensuring proper controls are in place. A treasury Health Check is an opportunity to take a step back, gauge where your organization is, and consider revisions to your daily norm – giving you an idea of which areas to concentrate on improving. During this session, a panel of industry experts walk you through the real-life experiences and challenges they have encountered, and practical approaches to discovering best practices for your company.
How to Gauge the Health of Your Treasury
Treasury Management
The modern ACH Network is key to improving your payments strategy. Gain insight into initiatives to reduce administrative burdens and enable new technologies to authorize and initiate ACH payments. Panelists discuss the ACH Network’s continued modernization and growth strategy which includes upcoming Same Day ACH enhancements and how you can capitalize on its tremendous 2019 growth in Direct Deposit and B2B payments. Attend this session and walk away with key tactics for enhancing your organization’s payments strategy.
The Modern ACH Network Emboldens Your Payments Strategy
Payments
Too often in the finance industry, practitioners rely solely on reports or raw data to build the financial model for a company. It is important for practitioners to engage the people that create the data, to have better foresight into what they feel they can accomplish in future years. This session covers best practices to get engagement from your operations team. Learn how to get other teams to provide insight into the forecast process, as well as how to take ownership of the process so that they are always trying to improve and understand the financials.
Getting Engagement and Involvement from Operations
Financial Planning & Analysis
Treasury departments are asked to make strategic recommendations based on data that is confusing and overwhelming. Two of the largest sources of this data that reflect cost and opportunity are merchant card and bank fee statements. With limited resources and confusing, non-standard statements, this can be an extremely challenging task. In this session, attendees learn how to efficiently review and classify data from these statements from both domestic and international providers. Attendees also walk away with tactics for turning this data into meaningful reports that aid organizational decision-making.
Drowning in Statement Data
Treasury Management
Team pricing is also available for all job titles.– click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Pricing
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Expert Lecture
ISO 20022 Journey: Nordson - How Did We Get Here from There?
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY BMO
Expert Lecture
CTP 1.2 | FP&A NA | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Expert Lecture
CTP 1.2 | FP&A 1.2 | CPE N/A | CPE FIELD OF STUDY N/A
Roundtable
CTP 0.6 | FP&A 0.6 | CPE 0.6 | CPE FIELD OF STUDY MAS
Innovation Series
In 2019, credit card surcharging took off at scale, with large enterprises, spanning multiple industries, implementing surcharging programs as a way to accept credit cards while protecting already razor-thin margins against high interchange fees. The reversal of legacy laws around the country is paving the way for an inevitable industry makeover — demanding attention from merchants. This session brings together unprecedented legal knowledge and real-world experience to provide insights into the evolving regulatory landscape and the tactics practitioners need to know when setting up a surcharging program.
An Inevitable Industry Makeover Takes Hold: Breaking Down the Complex World of Credit Card Surcharging
Payments
CTP 0.6 | FP&A 0.6 | CPE 0.6 | CPE FIELD OF STUDY MAS
Innovation Series
Corporate treasury departments know well the challenges and frustrations of exchanging critical information with a multitude of banking partners, all of whom have different information requirements and procedures. The result is cumbersome bespoke processes that are a time-consuming administrative burden on treasury. This talk examines how DLT, APIs and information exchange networks enable highly efficient and consistent exchange of information to open bank accounts, meet KYC requirements and pre-validate payment instructions. Attendees gain insights into how DLT can reduce payment exceptions, increase straight-through processing and reduce bank return payment fees.
Overcoming Information Exchange Overload: Is Distributed Ledger Technology A Game-Changer?
Treasury Management
CTP 0.6 | FP&A 0.6 | CPE 0.6 | CPE FIELD OF STUDY PD
Innovation Series
Hundreds of emails every day, Facebook updates, LinkedIn invitations, cell phone messages, with all the electronic distractions it's no wonder our productivity suffers. With all the incoming check-ins and chimes, how do you stay focused? This session provides tools and coping mechanisms to successfully balance use of demanding-yet-valuable technology and the need for peace in a distraction-free space. Learn to take simple yet significant steps to take back some space in life, reduce stress and increase productivity and focus.
Surviving the Overwired World
Career Development
CTP 0.6 | FP&A 0.6 | CPE 0.6 | CPE FIELD OF STUDY BMO
Innovation Series
Over the last decade, RPA, data science, predictive analytics, and dashboarding have become critical responsibilities for growing finance teams. As a result, finance is partnering across the organization more than ever, driving business strategy, decisions, and performance. In this session, learn how a maturity model can help finance and accounting teams assess how advanced their process is today, visualize the ideal state, and identify tangible steps for getting there. This session shows attendees how focusing on continuous improvement can lead to stronger data management, process efficiency, and collaboration resulting in higher accuracy and more engaged employees.
Advancing Your Finance Organization's Management Reporting
Financial Planning & Analysis
CTP 0.6 | FP&A 0.6 | CPE 0.6 | CPE FIELD OF STUDY MAS
Innovation Series
More than 50 countries have now implemented faster-payment schemes, but the benefits are still being debated as many companies continue to enjoy delayed payments. However, the debate has overshadowed one of the greatest opportunities to ever be presented to multinational corporates, real-time liquidity. What defines real-time liquidity and what measures do corporates need to implement to ensure they can reap the rewards of instant payments? This innovative discussion examines the benefits, challenges, and uncharted areas of real-time liquidity while making educated predictions about the future of cash and liquidity management.
Get Real (Time): Liquidity in the 21st Century
Treasury Management
CTP 0.6 | FP&A 0.6 | CPE 0.6 | CPE FIELD OF STUDY MAS
Innovation Series
Insured Deposit Programs provide a complementary cash liquidity solution that can increase the safety and security of portfolios, generate additional revenue, and reduce overall fees and expenses. Discover a compelling large-balance cash compliment to institutional money market funds and find out how to increase safety and security of cash positions with daily liquidity and zero fees in this fast paced and informative session.
The Beauty of Large Cash Balance Insured Deposit Programs
Capital Markets & Investments
An Inevitable Industry Makeover Takes Hold: Breaking Down the Complex World of Credit Card Surcharging
Advancing Your Finance Organization's Management Reporting
Get Real (Time): Liquidity in the 21st Century
The Beauty of Large Cash Balance Insured Deposit Programs
Concurrent Sessions
3:00 – 3:30 PM
Monday, October 26
Wednesday, October 28
(All times are ET)
Tuesday, October 27
Wednesday, October 28
Monday, October 26
Weaponization of the Financial Markets
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY ECON
Expert Lecture
The external market influences and risks that organizations must account for in their planning cycles have never been more chaotic. Drawing on her experience managing global capital market risks, Mona Sutphen discusses how financial sanctions and investment restrictions have emerged as the ‘go to’ US policy tool, why they will remain a feature of the policy landscape, and what treasury and finance leaders need to do to prepare their organizations. Sutphen explains how the combination of a tighter regulatory regime and demands for greater transparency will make compliance increasingly difficult and costly for global financial institutions acting as agents of US Policy, and what this means for corporate practitioners.
Weaponization of the Financial Markets
Mona Sutphen
Certification Keynote
The Technology Buffet: Have Your Cake and Integrate It Too!
Financing Alternatives for Growing Your Business
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY IT
Panel Discussion
One of the key functions in treasury is managing foreign currency risk. Until recently, exposure gathering, trading, hedge accounting, and reporting have been cobbled together through either a manual process or through all-in-one solutions which tend to have limited flexibility and significant switching costs. Today’s technologies allow companies to easily integrate best-of-breed solutions into an overall digital ecosystem. In this session, find out how companies utilize API technology to manage their global hedge programs. Learn how to decrease low-value activities and boost analysis and business decision making for your team.
The Technology Buffet: Have Your Cake and Integrate It Too!
Risk Management
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY FIN
Expert Lecture
Companies looking to finance their existing business and add new sources of funding need to look beyond traditional bank financing. Today, there a number of financing alternatives that can provide companies with the day to day working capital they need as well as funding for growth. Doing this in an effective and cost efficient manner that best suits your company will give you a strategic advantage. This session explores the alternatives and show you how companies are successfully financing their business by using a combination of financing alternatives.
Financing Alternatives for Growing Your Business
Capital Markets & Investments
(Restricted to Executive Attendees)
Overcoming Information Exchange Overload: Is Distributed Ledger Technology A Game-Changer?
Surviving the Overwired World
CTP 0.6 | FP&A 0.6| CPE 0.6 | CPE FIELD OF STUDY MAS
Innovation Series
International payments suffer from a lack of transparency and can often be hampered by delays and significant FX fees. Treasury and finance professionals are forced to navigate these challenges daily with little opportunity for improvement. Cryptocurrency stablecoins can offer significant advantages compared to traditional international payment methods. However, are they ready for primetime yet? Attend this session to learn about the fundamentals of stablecoins and review what practitioners need to be aware of when considering stablecoins for international payments.
Are Crypto Stablecoins the Future of International Payments?
Payments
CTP 0.6 | FP&A 0.6 | CPE 0.6 | CPE FIELD OF STUDY IT
Innovation Series
With all of the advances in technology, it's critical that the treasury and finance organization leverage AI and visualization tools to support their efforts to bring strategic value to the organization. This session reviews a direct cash flow model and how to incorporate Artificial Intelligence (AI) tools to take advantage of underutilized data. Furthermore, discussion includes a review of dashboards and visualization tools treasury and finance professional can leverage to better manage their forecast.
Using AI for Effective Cash Flow Forecasting
Treasury Management
CTP 0.6 | FP&A 0.6 | CPE 0.6 | CPE FIELD OF STUDY BMO
Innovation Series
Integrated planning can take different shapes and forms depending on the business case. In this session, listen to how integrated planning connects the dots between financial planning, business planning and strategic planning, amplifying the effectiveness and reach of each one of these tools. Learn how the development and implementation of this integrated framework places FP&A at the center of corporate strategy and transforms the department from the traditional budgeting/forecasting role to become a true business partner influencing decision making and driving strategy forward.
Integrated Planning: Designing a Financial Planning Program to Drive Strategy Forward
Financial Planning & Analysis
CTP 0.6 | FP&A 0.6 | CPE 0.6 | CPE FIELD OF STUDY MAS
Innovation Series
The growing presence of technology, specifically automation and data analytics, has resulted in a change in the financial industry and foreign exchange services. Banks make use of automation to determine FX Costs, while data analytics gives clients the ability to understand costs and even monitor prices received by banks. This session covers how these two very different yet impactful uses of technology are leading the way to a revolution in foreign exchange businesses. Learn how automation and data analytics combined will be responsible for the gradual, but inevitable driving down in FX Costs.
The Future of Integrity and Data Analytics in Foreign Exchange
Risk Management
Are Crypto Stablecoins the Future of International Payments?
Using AI for Effective Cash Flow Forecasting
Integrated Planning: Designing a Financial Planning Program to Drive Strategy Forward
The Future of Integrity and Data Analytics in Foreign Exchange
Concurrent Sessions
3:35 – 4:05 PM
KEY
MindShift Session
Strategic Session
Operational Session
Live Session
Pre-Recorded Session
KEY
(All times are ET)
Tuesday, October 27
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule as of September 15. Subject to change.
Schedule By Day
KEY
MindShift
Strategic
Operational
Live Session
Pre-Recorded Session
KEY
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY ECON
Expert Lecture
The external market influences and risks that organizations must account for in their planning cycles have never been more chaotic. Drawing on her experience managing global capital market risks, Mona Sutphen discusses how financial sanctions and investment restrictions have emerged as the ‘go to’ US policy tool, why they will remain a feature of the policy landscape, and what treasury and finance leaders need to do to prepare their organizations. Sutphen explains how the combination of a tighter regulatory regime and demands for greater transparency will make compliance increasingly difficult and costly for global financial institutions acting as agents of US Policy, and what this means for corporate practitioners.
Weaponization of the Financial Markets
Mona Sutphen
Week TWO Kick-Off Keynote
Pre-Conference Workshop – FORECASTING IN UNCERTAIN TIMES – is complimentary when you register for AFP 2020 by 9/25.
Capital Markets In a Time of Liquidity Crisis
Wednesday, October 28
Monday, October 26
Pricing
How it Works
What to Expect
Pre-Conference Workshop – FORECASTING IN UNCERTAIN TIMES – is complimentary when you register for AFP 2020 by 9/25.
Team pricing is also available for all job titles – click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Pricing
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
weeks
two
of learning & virtual networking.
We’ve divided AFP 2020 into
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
Exclusive Sponsor: PNC
Capital Markets In a Time of Liquidity Crisis
FP&A Virtual Happy Hour
4:15 – 4:45 PM
Exclusive Sponsor: PNC
Sponsored by Vena
Sponsored by Vena
FP&A Virtual Happy Hour
4:15 – 4:45 PM
Move and Stretch
Mini-Mindfulness Session
1:15 – 1:20 PM
Want to get up and stretch a little? Roll out your yoga mat and join Amy Vetter for this 5 minute yoga practice. All levels welcome.
Move and Stretch
Mini-Mindfulness Session
Move and Stretch
Mini-Mindfulness Session
1:15 – 1:20 PM
Want to get up and stretch a little? Roll out your yoga mat and join Amy Vetter for this 5 minute yoga practice. All levels welcome.
Move and Stretch
Mini-Mindfulness Session
General Information
Program
Speakers
Exhibitors & Sponsors
Registration
Register Now
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule By Day
Virtual Exhibit Hall & Attendee Break
1:00 – 1:30 PM
Virtual Exhibit Hall
11:00 AM – 12:00 PM
Concurrent Sessions
1:30 – 2:30 PM
Virtual Exhibit Hall & Attendee Break
2:30 – 3:00 PM
Virtual Exhibit Hall & Attendee Break
4:00 – 5:00 PM
MindShift Stage
4:15 – 4:45 PM
Register
Program
Speakers
General Information
Exhibitors & Sponsors
Register
Schedule as of September 15. Subject to change.
Pricing
How it Works
What to Expect
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
two WEEKS
We’ve divided AFP 2020 into of learning and virtual networking.
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
The depth of analytical insight and the speed of delivery of financial information are becoming business-critical and having an increased impact on the quality of decision-making. Even with the most up-to-date business intelligence tools, financial dashboards can still fail. This session covers the essential questions a financial dashboard should clearly answer, as well as the pitfalls of why most dashboards fall short. Learn how organizations have leveraged data visualization best practices to deliver extremely understandable and actionable dashboards.
The 7 Worst Financial Dashboard Mistakes & How to Avoid Them
Financial Planning & Analysis
Navigating Post-Brexit Europe with the Best Liquidity Structure
SOFR So Good: An Update On LIBOR Replacement
Retaining Employees: Predict Attrition of your Valuable Employees, Looking Beyond Just Tenure
The Federal Reserve has changed course since the global financial crisis to develop new, more resilient frameworks in approaching monetary policy that play an important role in strengthening the U.S. economy. This includes policy instruments, the specific markets in which the central bank participates, and the size and structure of the central bank’s balance sheet. In this session learn when, why and how the new policy tools are used, and gain an understanding of the importance of what the Fed says in helping make cash management choices with confidence.
Building Confidence in Liquidity Management: Understanding the Fed Toolkit
Capital Markets & Investments
With the state of today’s fluid geo-political environment, ever evolving regulatory landscape, and market uncertainties, Treasurers must maintain visibility and control of global funds to optimize usage for better deployment. In this session a panel shares their journey towards centralization, along with the key impacts their efforts had on their organizations. Learn how the flexibility of choosing either a single entity with inter-company cash management, or a multi-entity notional pool, facilitates both centralization and optimum funding. Participants also gain insight into the ever-shifting trends in the European payments landscape.
Navigating Post-Brexit Europe with the Best Liquidity Structure
Treasury Management
Today bank statements provide visibility of incoming transactions, along with cash positions, but with real-time payments, customers can settle payments instantly which means incoming payment transactions crediting the bank account throughout the day, seven days a week. Replacing the bank statement with API enabled transactions may not be feasible across all banks in all countries worldwide today. However, solutions displaying real-time customer payments, or purely cash positions for accounts is sufficient to realize the instant payment benefits now. Hear from industry experts as they discuss how adopting bank APIs enables can be a faster, cheaper and easier solution than traditional alternatives.
APIs: Are Bank Statements Becoming Redundant?
Payments
Join us in this session to explore the pros and cons of various predictive analytic models to predict attrition of your valuable employees. Attendees learn how to develop an approach to adding and testing how additional factors such as education, in-house training attended, and work life balance contribute to employee retention. The speakers look beyond the length of service to build and present better models for human resource management, as well as better models that will save the treasury and finance departments more money and predict what factors lead to higher employee retention rate.
Retaining Employees: Predict Attrition of your Valuable Employees, Looking Beyond Just Tenure
Financial Planning & Analysis
Team pricing is also available for all job titles.– click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Pricing
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY PHR
Case Study
Building Confidence in Liquidity Management: Understanding the Fed Toolkit
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Campfire
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY BMO
Panel Discussion
Global business may be a boon to many multinational corporations, but managing intricate intercompany relationships, handling large volumes of monthly invoices using fragmented settlement methods, and increasing transparency around FX rate risk presents significant challenges for Treasury professionals. In this panel discussion, practitioners share their unique perspectives overcoming netting hurdles. Take an in-depth look at the implementation of an inter-company FX solution, as well as the execution and reconciliation processes that are involved in achieving operational efficiency. Learn how practitioners can reduce operational risk, increase invoice automation, improve cash flow and FX rate transparency, and lower financial risk.
FX Operations: A Practitioner’s View From Two Perspectives
Risk Management
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY FIN
Case Study
Cash forecasting is a classic struggle for corporations and with the global nature of business, the challenge only grows. The maturation of working capital solutions is driving treasury organizations to find better ways of optimizing their liquidity, which increases the focus on cash forecasting. With new vendor offerings, third party software, and newer technologies such as artificial intelligence; corporates are looking at different ways to approach the problem. In this session, attendees learn from Accenture’s journey to overcome data quality hurdles and develop a solution that leveraged planning tools and AI to produce a more efficient and accurate global forecast.
Cash Forecasting Solved? Optimizing Working Capital Through AI Forecasting and Inventory Principles
Treasury Management
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Expert Lecture
With the momentum behind faster payments growing, companies must streamline payment posting applications to mitigate problems more quickly without having to contact the customer, while positively impacting their bottom line in order to be successful. Learn how artificial intelligence (AI) machine learning tools are simplifying the A/R process for accounts receivable teams, while also increasing cash application hit rates and reducing operating costs. This expert lecture will delve into all aspects of the topic, including which ROI factors to consider when evaluating A/R posting options.
Surviving the Lack of Remittance Detail: Increasing A/R Efficiency With AI
Payments
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY BMO
Campfire
As organizations build or transform their investment guidelines, treasury technology stack and treasury organizations they must minimize risk, maintain liquidity and maximize yield while also ensuring they can meet specific business operational needs. MGM Resorts, American Honda and ICD do a deep dive into their short-term investment objectives, technologies and operational behavior and how it’s tied into the needs of their respective businesses. Speakers share their investment guidelines and vehicles (including Prime MMFs), the compliance rules utilized to adhere to those guidelines and the reporting involved to prove good investment behavior to leadership.
Aligning Investment Strategy with Your Company's Operations
Capital Markets & Investments
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
With the rise of emerging technologies such as APIs and machine learning, Treasurers are recognizing the need to become more real-time to manage the expectations of their digitally transforming organizations. Key treasury functions such as cash positioning, forecasting, payments, and investing are evolving as bank and ERP APIs integrate treasury platforms into a real-time network of systems. In this session, a panel of industry experts discuss what real-time treasury really means, the stages we can expect to see over the next 5 to 10 years, and how emerging technologies are influencing are influencing how treasury is performed.
Real-Time Treasury: Preparing to Make Smarter, Faster Decisions
Treasury Management
FX Operations: A Practitioner’s View From Two Perspectives
Cash Forecasting Solved? Optimizing Working Capital Through AI Forecasting and Inventory Principles
Surviving the Lack of Remittance Detail: Increasing A/R Efficiency With AI
Aligning Investment Strategy with Your Company's Operations
Real-Time Treasury: Preparing to Make Smarter, Faster Decisions
Concurrent Sessions
3:00 – 4:00 PM
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY COMM
Expert Lecture
(All times are ET)
Wednesday, October 28
WEEK 1
WEEK 2
Thursday, October 29
Tuesday, October 27
(All times are ET)
Wednesday, October 28
Thursday, October 29
Tuesday, October 27
Harnessing Payments Data to Gain Powerful Insights
A Real Business Case for Real-Time Payments
Harnessing the Power of Virtual Account Management to Streamline Cash Management
Adaptive Budgeting
The Future of Work: Retaining & Recruiting Best Practices
Concurrent Sessions
12:00 – 1:00 PM
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Case Study
Card payments are rich with valuable data waiting to be harnessed. However, most data available from processors is complex and can pose a challenge when trying to extract meaningful insights. This session demonstrates how merchants are leveraging big data strategies to consume, normalize, and find meaningful value in their payments data. Come away with areas to explore and analyze with payments data, in order to gain customer insights, evaluate alternative payments, improve operational efficiencies, and reduce cost.
Harnessing Payments Data to Gain Powerful Insights
Payments
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
Business-to-business payments have long been a pain point due the inefficiencies of manually researching and applying payments which typically requires action by multiple teams across the organization. Lack of data hinders efficient payment reconciliation and lengthy processing for time-sensitive payments impacts the organization’s supply-chain flows, distribution networks, and financial controls. Real-time payment technology is solving these business needs by integrating payments with data and messaging. A panel of industry experts explore how real-time capabilities bring speed, transparency and efficiency to AR processes, allowing both buyers and suppliers to improve operational efficiencies while reducing risk.
A Real Business Case for Real-Time Payments
Payments
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Case Study
As corporates around the world think about connectivity, structures, and the treasury of the future it is vitally important to build something that not only meets current demands, but also positions the company and its stakeholders for growth in this rapidly evolving cash management landscape. This session shares best practices in reducing banks, accounts, and eliminating all balances on hand to revolutionize cash management practices utilizing virtual account management. Attendees walk away with invaluable insights into leveraging internal and external resources to implement a best-in-class cash management structure that optimizes cash receipts, cash concentrations, and payment execution in the U.S.
Harnessing the Power of Virtual Account Management to Streamline Cash Management
Treasury Management
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY FIN
Expert Lecture
There are a wide variety of Budgeting methodologies (Bottoms Up, Tops Down, Zero-Based, Predictive Modeling, etc.) available to the modern FP&A professional. However, is there really a best practice? Adaptive Budgeting takes a "best-fit" approach, synchronizing the effort with the risk, and utilizes technology to speed up the process. In this session, learn how to stratify line items by importance and match to an appropriate budgeting method, as well as how to utilize predictive modeling tools to reach baseline assumptions.
Adaptive Budgeting
Financial Planning & Analysis
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY PD
Panel Discussion
Revised description Working from home, once considered a privilege, has quickly become the norm in 2020. In a remote workplace, how do you maintain a company’s culture and foster productivity? What are the new communication norms? Learn how to better position yourself and your organization for success as panelists provide a framework for retaining and recruiting talent in a digitally-forward world.
The Future of Work: Retaining & Recruiting Best Practices
Career Development
Payments Roundtable
12:00 – 1:00 PM
CTP 1.2 | FP&A N/A | CPE N/A | CPE FIELD OF STUDY N/A
Roundtable
How is technology impacting the way you handle payments? Whether accepting or making payments, technology fits into the mix at some point in the process. From POS to reconciling bank accounts, being able to make that “Faster Payment” will require the help of advanced technologies. AI, straight thru Processing, Fintech solutions and other tools have been linked to improved payments processing. Join your colleagues for this interactive roundtable discussion to hear and share how technology is being employed in the payments stream.
Payments Tech
Payments Operations Roundtable
APIs: Are Bank Statements Becoming Redundant?
The 7 Worst Financial Dashboard Mistakes & How to Avoid Them
KEY
MindShift Session
Strategic Session
Operational Session
Live Session
Pre-Recorded Session
KEY
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY IT
Panel Discussion
Cybercriminals are persistent and opportunistic in their attempts to exploit individuals and businesses, especially during times of societal disruption. With more employees working remotely during this COVID-19 pandemic, payment fraud incidences continue to rise. How can treasury and finance executives help protect their organizations from fraud schemes, build a strong cyber defense strategy and lead the support efforts to help employees identify and address potential fraud attempts? In this session, acquire key tools and tactics and review cyber security lessons integral to growing and fortifying an effective fraud-prevention program in this ever-evolving new normal environment.
Cyber Security During the Pandemic: Lessons Confirmed, Lessons Learned
Executive Institute
Executive Institute
1:30 – 2:30 PM
KEY
MindShift
Strategic
Operational
Live Session
Pre-Recorded Session
KEY
Virtual Exhibit Hall
4:15 – 5:00 PM
Shaq-isms for Business & Life
Week One Kick-Off Keynote: Shaquille O’Neal
3:00 – 4:15 PM
Retail Manufacturing Insurance
(limited capacity)
Industry Roundtables
1:30 – 2:30 PM
Virtual Exhibit Hall
1:30 – 2:30 PM
CTP 1.2 | FP&A NA | CPE 1.2 | CPE FIELD OF STUDY PD
Keynote
NBA Hall of Famer, 15-Time NBA All-Star Player, entrepreneur, investor, philanthropist, and true cultural icon, Shaquille O’Neal brings his inspiring story to life in this dynamic conversation. As an athlete and business leader, Shaq has proven that believing and investing in yourself yields positive results. Chock-full of empowering lessons on leadership and personal anecdotes, Shaq shares actionable insights into being resilient, fostering collaboration, committing to life-long learning and his decision-making process for netting high-impact business outcomes.
Shaq-isms for Business & Life
Shaquille O’Neal
Week One Kick-Off Keynote
Learning Lounges
4:15 – 4:45 PM
Virtual Exhibit Hall & Attendee Break
4:00 – 5:00 PM
(limited capacity)
Executive Institute Keynote
3:00 – 4:00 PM
AI to the Rescue: How Eliminating Manual Processes Frees Up Treasury Resources to Strengthen the Business
Interchange: Are You in the Right Lane?
A Tale of Two Negotiations: How to Strategize your Bank Fee and Relationship Review
Navigating the LIBOR Transition
Herding Cats and Other Useful Skills for Project Management
Concurrent Sessions
3:00 – 4:00 PM
Virtual Exhibit Hall & Attendee Break
2:30 – 3:00 PM
(limited capacity)
Executive Roundtable
1:30 – 2:30 PM
Effectively Deploying A.I and Machine Learning in Treasury
The Impact of Technology on the Receivables Journey
How Blockchain and Distributed Ledgers Can Combat Fraud
Transforming Finance to a Business Partner
Transforming Brilliant Jerks to be Inspiring Leaders
Concurrent Sessions
1:30 – 2:30 PM
Virtual Exhibit Hall & Attendee Break
1:00 – 1:30 PM
(limited capacity)
Executive Keynote
12:00 – 1:00 PM
Hedging Future Cash Flows in an Uncertain Interest Rate Environment
Advanced Dynamic Financial Modeling
Working Capital Finance: Aligning Your Funding Strategy to Your Business Life Cycle
Treasurers Harmonization Panel: A Coordinated Approach to Working Capital Optimization
Leveraging ISO 20022 in the US – What, Why and How?
Concurrent Sessions
12:00 – 1:00 PM
Virtual Exhibit Hall
11:00 AM – 12:00 PM
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY BMO
Expert Lecture
In today’s accelerated business climate, peak performance is no longer optional—it’s foundational. Studies of high performing organizations show that the secret to peak performance is the state of consciousness known as “flow.” Executive Director of the Flow Research Collective, Steven Kotler, discusses how to harness flow to amplify performance. He focuses on increasing key workplace skills such as motivation and productivity, creativity and innovation. With examples drawn from multiple blue-chip enterprises as well as his own experience working with tens of thousands of executives, Kotler turns cutting edge neuroscience into practical, applicable steps for organizational transformation.
Flow and Business: Unlocking the Secrets of Peak Performance
Steven Kotler
Week One Executive Institute Keynote
CTP 1.2 | FP&A 1.2 | CPE N/A | CPE FIELD OF STUDY N/A
Roundtable
In the current environment of volatility, have you shifted your FX hedging program, cybersecurity preparedness, or make changes to your cyber policies as a result? What about your providers preparedness- did your relationships with them stay intact? What did you learn in terms of remote connectivity? Amid furloughs, and layoffs, what experience did you have with making sure your team was staying on task and on time? This roundtable gives executive practitioners the opportunity to discuss the key areas of their risk management programs that have been put into action during the pandemic while hearing key insights from recent industry research.
Managing Risk through the Pandemic and Beyond
Executive Roundtable
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Case Study
As accounts receivables (AR) volume increases, so too does the manual task of keying-in and processing payment reconciliation information. This ultimately leads to job dissatisfaction, higher overtime costs and diminishes overall team performance. Explore how AI is being deployed to handle manual, low-value AR activities, leaving treasury personnel to manage exceptions that only human analytics can resolve. Attendees will learn how AI increased auto-posting rates, reduced staff overtime, and lowered posting exceptions, enabling staff to focus on higher value activities that create a more promising career path and boost morale.
AI to the Rescue: How Eliminating Manual Processes Frees Up Treasury Resources to Strengthen the Business
Payments
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
Since its inception, interchange has continually puzzled all those responsible for managing card acceptance. Evolving from just a few common ancestors, there are now hundreds of distinct interchange categories. Determining the proper interchange qualification to satisfy each card brand’s particular data quality standards causes confusion as these standards can be industry specific, card type specific, or both. Adding to this are the complexities of point-of-sale systems, gateways, software partners, and new payment types. This session helps attendees understand how interchange qualification works and reviews techniques for assessing qualification to ensure they’re asking their inquiries the right questions.
Interchange: Are You in the Right Lane?
Payments
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Case Study
How long has it been since you last reviewed your bank fees and services? Through the testimony of two corporate practitioners, we will be telling the tale of two different strategies: The Bilateral Negotiation with Delta Airlines and the Request for Proposal with Marsh & McLennan Companies. By laying out the specificities, strengths, and challenges of each method, this session will help you strategize and design the best way for your organization to up your bank fee negotiation skills while gaining in service efficiency.
A Tale of Two Negotiations: How to Strategize your Bank Fee and Relationship Review
Treasury Management
CTP 1.2 | FP&A TBD | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
The days of LIBOR are numbered, and borrowers that rely on this key benchmark for loans, debt, or derivatives need to prepare for the phase-out after 2021! Join leaders in the industry for an informative discussion on the most recent updates on the transition, the ins-and-outs of the ARRC proposed replacement language, and what you should be thinking about and doing now to prepare for the phase-out. This discussion highlights the practical and commercial implications of the transition away from Libor and how to best prepare your organization when it happens.
Navigating the LIBOR Transition
Capital Markets & Investments
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Expert Lecture
Project Management is sometimes described as “Herding Cats”. Balancing multiple priorities and personnel requires skill and can make or break the success of a project. This session covers the basic concepts of Project Management, including how to measure success from start to finish, and how to define expected outcomes at the end of a project. Come away feeling confident that you understand how to avoid common costly errors, and how to contribute to the success of a project.
Herding Cats and Other Useful Skills for Project Management
Career Development
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.
CTP 1.2 | FP&A 1.2 | CPE N/A | CPE FIELD OF STUDY N/A
Roundtable
In the current environment of volatility, have you shifted your FX hedging program, cybersecurity preparedness, or make changes to your cyber policies as a result? What about your providers preparedness- did your relationships with them stay intact? What did you learn in terms of remote connectivity? Amid furloughs, and layoffs, what experience did you have with making sure your team was staying on task and on time? This roundtable gives executive practitioners the opportunity to discuss the key areas of their risk management programs that have been put into action during the pandemic while hearing key insights from recent industry research.
Managing Risk through the Pandemic and Beyond
Executive Roundtable
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY IT
Panel Discussion
Machine and AI tools are becoming an indispensable component of successful Treasury and payment management. This panel reviews how businesses and financial institutions are leveraging AI and machine-learning tools to more effectively assess fraud mitigation and optimize straight-through payments. The growth of data intelligence is rapidly enhancing the end-to-end Treasury process. Explore each step of this process and learn how practitioners have integrated and deployed these tools and what the impact has been on business success, including positive impact on supply chain finance and capital optimization.
Effectively Deploying A.I and Machine Learning in Treasury
Risk Management
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY IT
Panel Discussion
As treasury technologies emerge, corporates of all size and industries are under pressure to implement new innovations around receivables, while maximizing the efficiency of legacy processes. Treasury experts from Western Union, Alliance Data Systems, and Cintas discuss their unique receivables hurdles and their journey to overcome those challenges. Panelists share insights into leveraging technology innovations, such as artificial intelligence and machine learning, to auto match receivables data to payments in order to achieve greater receivables efficiency and apply cash faster. Discussion includes managing receivables around cross-border transactions and facilitating the transition away from manual lockbox services.
The Impact of Technology on the Receivables Journey
Payments
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY IT
Expert Lecture
Fraud prevention is priority for every financial professional, and treasury professionals are no exception. This session breaks down how blockchain and other distributed ledger technologies can be used to combat and prevent fraudulent behavior. Specific pain points and opportunities for errors and unethical activity are highlighted as they currently exist in both domestic and cross border payment activities. Discussion also includes how permissioned blockchains and associated controls can streamline current payment processes and ultimately offset fraud risks.
How Blockchain and Distributed Ledgers Can Combat Fraud
Payments
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY BMO
Case Study
FP&A Professionals are being called upon to provide more support in strategic decision-making within their organizations from the lens of a business partner. Hear from the finance team at a multinational consumer goods company, that was called upon by their business stakeholders to provide more value-added insights. Learn about their 5-step transformation journey to becoming an engaged business partner, including how to build and strengthen relationships with stakeholders, as well as how to turn data into insights.
Transforming Finance to a Business Partner
Treasury Management
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY PD
Expert Lecture
Research studies show that poor leadership is the most significant reason employees leave a company. Difficult leaders, often called jerks, incur high costs to an organization, including talent attrition, absence of potential successors, and higher turnover. By adding emotional intelligence (EQ) to the leaders' (IQ), it is possible to transform a brilliant but challenging leader or expert into an inspiring one. Attendees learn a 6-step process to transform a brilliant but difficult leader into an inspiring leader, and consequently, reduce suffering in the workplace, improve the organizational cultural climate and increase overall effectiveness.
Transforming Brilliant Jerks to be Inspiring Leaders
Career Development
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.
CTP TBD | FP&A TBD | CPE TBD | CPE FIELD OF STUDY TBD
Expert Lecture
NBA Hall of Famer, 15-Time NBA All-Star Player, entrepreneur, investor, philanthropist, and true cultural icon, Shaquille O’Neal brings his inspiring story to life in this dynamic conversation. As an athlete and business leader, Shaq has proven that believing and investing in yourself yields positive results. Chock-full of empowering lessons on leadership and personal anecdotes, Shaq shares actionable insights into being resilient, fostering collaboration, committing to life-long learning and his decision-making process for netting high-impact business outcomes.
Cybersecurity Session
Shaquille O’Neal
Executive Keynote
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY FIN
Moderated Interview
In this uncertain interest rate environment, companies of all sizes have exposure to interest rate fluctuations. From a future bond issuance to fixing cash flows on a bank loan, hedging with interest rate swaps can lock in a degree of certainty. However, managing interest rate risk using derivative contracts can be complex as there are accounting, economic, regulatory and operational factors to consider. In this session, learn about using interest rate swaps as a key alternative and tool to manage interest rate exposure that for both large and small companies.
Hedging Future Cash Flows in an Uncertain Interest Rate Environment
Risk Management
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY FIN
Expert Lecture
Despite increasing efforts to move planning and modeling efforts away from Microsoft Excel, more than 40% of companies admit that spreadsheet software remains one of their core tools for forecasting. In this session, an FP&A trainer covers methods of dynamic forecasting to save time, eliminate mistakes, and reduce rework. Facilitated in Excel, this interactive session takes attendees through an actual company model and transition into a dynamic format, allowing the model to self-update with minimal human involvement. Learn not only the mechanics of modeling, but also how to become an indispensable asset to your organization.
Advanced Dynamic Financial Modeling
Financial Planning & Analysis
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY FIN
Expert Lecture
As businesses move through their natural lifecycle, finance executives must choose between numerous working capital finance options to fit the organization’s needs. As needs change, the emphasis on managing unnecessary stress on operating capital and cash flow becomes that much more important to ensure sustained business growth. This session reviews potential working capital finance structures to match each stage of your business life cycle and includes discussion of key industry sectors such as manufacturing, transportation, wholesale distribution and energy.
Working Capital Finance: Aligning Your Funding Strategy to Your Business Life Cycle
Capital Markets & Investments
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
Treasury is increasingly becoming the financial nerve center of the organization, using its centralized vantage point to gain visibility over all cashflows to better manage liquidity and mitigate risk. In order to optimize working capital, treasury must take a coordinated approach, working closely with AR and AP to deploy and integrate technology, while establishing streamlined processes. In this session, a cross-functional panel of senior working capital examine a coordinated approach to working capital optimization and what they’ve learned implementing the latest technologies to create a stronger, more unified working capital operation.
Treasurers Harmonization Panel: A Coordinated Approach to Working Capital Optimization
Treasury Management
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
The ISO 20022 financial messaging standard is now seeing widespread adoption for domestic and international payments solutions worldwide, including in The Clearing House RTP system, European instant payments and various High Value Payments systems globally. This ISO standard gives corporates the ability to reconcile faster and quicker using a common language and attach unique invoices in the ISO messages for even greater granularity. This session shows attendees how to prepare for ISO 20022 migration and how it will solve the many issues facing international payments.
Leveraging ISO 20022 in the US – What, Why and How?
Payments
(All times are ET)
Tuesday, October 20
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule as of August 1. Subject to change.
Schedule By Day
Pricing
How it Works
What to Expect
Team pricing is also available for all job titles.– click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Pricing
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
weeks
two
of learning & virtual networking.
We’ve divided AFP 2020 into
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
KEY
MindShift
Strategic
Operational
Live Session
Pre-Recorded Session
KEY
Thursday, October 29
Tuesday, October 27
Pre-Conference Workshop – FORECASTING IN UNCERTAIN TIMES – is complimentary when you register for AFP 2020 by 9/25.
(Restricted to Executive Attendees)
Exclusive Sponsor: PNC
(All times are ET)
WedNesday, October 28
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule as of September 15. Subject to change.
Schedule By Day
Retaining Employees: Predict Attrition of your Valuable Employees, Looking Beyond Just Tenure
Pricing
How it Works
What to Expect
Pre-Conference Workshop – FORECASTING IN UNCERTAIN TIMES – is complimentary when you register for AFP 2020 by 9/25.
Team pricing is also available for all job titles – click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Pricing
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
weeks
two
of learning & virtual networking.
We’ve divided AFP 2020 into
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
Payments Tech
Executive Virtual Happy Hour
4:15 – 4:45 PM
12:00 – 1:00 PM
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.
(limited capacity)
Exclusive Sponsor: PNC
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY PD
Expert Lecture
We often get so caught up in trying to answer the question “why?” that we avoid perceived risks that can ultimately lead to missed opportunities. Former CIA officer and FBI agent, Tracy Walder, uses her own unique life experience to demonstrate how embracing the question “why not?” can lead to new opportunities. Through her unconventional journey, Walder demonstrates that successful career paths are not always linear and why risk taking is empowering to inspire treasury and finance executives to embody a “why not” approach to embrace risk in how they live their lives and lead others.
Why Not? Achieve Your Full Potential by Rethinking the Question: Why?
Tracy Walder
Executive Institute Keynote
(Restricted to Executive Attendees)
Exclusive Sponsor: PNC
Why Not? Achieve Your Full Potential by Rethinking the Question: Why?
Executive Institute Keynote: Tracy Walder
(Restricted to Executive Attendees)
(limited capacity)
Selecting a Treasury Management System: Building the Right Digital Connections between Technology, Integration and Data
CTP 1.2 | FP&A 1.2 | CPE N/A | CPE FIELD OF STUDY MAS
Panel Discussion
When it comes to the multifaceted and challenging – yet strategically important – process of acquiring a highly efficient Treasury Management System (TMS), corporate treasurers across multiple industries face a highly complex task. In this discussion corporate practitioners relay their experiences in navigating through the field of offerings to select or build the right technology that strikes this necessary balance among functionality, features and current system integration, along with an expert provider’s perspective on the role that banks need to play in helping treasurers make the right choice.
Selecting a Treasury Management System: Building the Right Digital Connections between Technology, Integration and Data
Treasury Management
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Case Study
When it comes to the multifaceted and challenging – yet strategically important – process of acquiring a highly efficient Treasury Management System (TMS), corporate treasurers across multiple industries face a highly complex task. In this discussion corporate practitioners relay their experiences in navigating through the field of offerings to select or build the right technology that strikes this necessary balance among functionality, features and current system integration, along with an expert provider’s perspective on the role that banks need to play in helping treasurers make the right choice.
Selecting a Treasury Management System: Building the Right Digital Connections between Technology, Integration and Data
Payments
Selecting a Treasury Management System: Building the Right Digital Connections between Technology, Integration and Data
Cyber Security During the Pandemic: Lessons Confirmed, Lessons Learned
Sponsored by Nacha
Exclusive Sponsor: PNC
Exclusive Sponsor: PNC
Sponsored by Nacha
Sponsored by Nacha
Sponsored by Nacha
Building Confidence in Liquidity Management: Understanding the Fed Toolkit
Learning Lounge
4:15 – 4:45 PM
MindShift Stage
4:15 – 4:45 PM
Chair Yoga
Mini-Mindfulness Session
2:45 – 2:50 PM
Don’t have time to get up from your chair? Join Amy Vetter and learn how you can still move your body and stretch during this 5 minute Chair Yoga practice without having to leave your computer!
Chair Yoga
Mini-Mindfulness Session
Chair Yoga
Mini-Mindfulness Session
2:45 – 2:50 PM
Don’t have time to get up from your chair? Join Amy Vetter and learn how you can still move your body and stretch during this 5 minute Chair Yoga practice without having to leave your computer!
Chair Yoga
Mini-Mindfulness Session
General Information
Program
Speakers
Exhibitors & Sponsors
Registration
Register Now
WEEK 1
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule By Day
Thursday, October 29
(All times are ET)
Virtual Exhibit Hall & Attendee Break
1:00 – 1:30 PM
Virtual Exhibit Hall
11:00 AM – 12:00 PM
Concurrent Sessions
1:30 – 2:30 PM
Virtual Exhibit Hall & Attendee Break
2:30 – 3:00 PM
Virtual Exhibit Hall & Attendee Break
4:00 – 5:00 PM
MindShift Stage
4:15 – 4:45 PM
WEEK 2
Register
Program
Speakers
General Information
Exhibitors & Sponsors
Register
Schedule as of September 15. Subject to change.
Insurance Placement and Analysis: How to Handle the Responsibility of Insurance for the Treasury Professional
Risk Management
Corporate insurance placement, analysis of claims, and metrics are now the responsibility of a lot of treasury professionals. Most do not have extensive insurance knowledge and rely solely on their brokers which can cause concerns for their business. This course would give basics on insurance renewals, strategic D&O information, handling worker’s compensation and auto claims and navigating the insurance terminology. Certificates of insurance would also be reviewed.
Pricing
How it Works
What to Expect
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
two WEEKS
We’ve divided AFP 2020 into of learning and virtual networking.
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
Executive Institute
3:00 – 4:00 PM
Concurrent Sessions
12:00 – 1:00 PM
Insurance Placement and Analysis: How to Handle the Responsibility of Insurance for the Treasury Professional
Transitioning from LIBOR: A Corporate's Next Steps
The Triangulation of ACH, Wire & Check Fraud
Architecting the Digital Finance Future: Leveraging the Cloud to Drive Business Transformation
Moving the AR Department from Reactive to Proactive: Boston Properties' Journey with AR Automation
The London Interbank Offered Rate (Libor) is scheduled to be replaced by the end of 2021. It’s replacement, the Secure Overnight Finance Rate (SOFR), globally effects over $350 Trillion in open derivatives, capital markets, loans, leases and other financial instruments contracts. Hear about the numerous challenges that lie ahead; gain actionable insights into the effects this move will have on outstanding contracts and Treasury Management Systems; and walk away with a checklist of action items to prepare your organization to successfully navigate this transition.
Transitioning from LIBOR: A Corporate's Next Steps
Capital Markets & Investments
Finance leaders must deliver advanced analytics and unique insights, provide strategic leadership to optimize the allocation of scarce resources, and partner with the business to improve decision-making. Unfortunately, many organizations struggle as their legacy technology platforms are typically not well aligned to the business model, lack flexibility, and require involve manually intensive processes with long cycle times. In this panel discussion, FP&A leaders who have spearheaded enterprise initiatives to modernize and digitally enable their finance function through the implementation of cloud based EPM solutions discuss efforts to streamline business processes, enhance modeling and planning capabilities, and improve accuracy while minimizing risk.
Architecting the Digital Finance Future: Leveraging the Cloud to Drive Business Transformation
Financial Planning & Analysis
ACH payment fraud has risen dramatically in the last two years. Today, 43% of Business Email Compromise scams target wires and the targeting of checks has increased almost 100% from last year. While ACH and wire fraud are both highly preventable, recently, a clear integration of social engineering and technology with both new and old-school payment systems has emerged. Speakers share real-life fraud situations, including how the fraud attempt occurred and specific strategies practitioners need to be made aware of to reduce or even prevent future losses.
The Triangulation of ACH, Wire & Check Fraud
Payments
How can CRE organizations successfully leverage FinTech to enable their AR departments to do more with less and improve the experience delivered to their tenants in the process? Join us on a journey from the beginning of Boston Properties’ and Washington Prime Group’s AR story, to the decision-making process which drove them to their AR success as it looks today; 84% tenant adoption, 100% paperless, automated reconciliation, and happy tenants. Understand how technology can be utilized to transform the invoice to cash cycle in the face of changing B2B customer expectations.
Moving the AR Department from Reactive to Proactive: Boston Properties? Journey with AR Automation
Payments
Does the Fed Funds Rate Still Matter?
Fraud Protection: Treasury & IT Collaborate
When Will We Solve the Challenges of B2B Electronic Payments?
Why can’t we get more time for analysis? How do we get to higher levels of predictive and prescriptive analytics? How do I get approval for an analytics investment? To play the role of steward of company capital and resources, Finance needs to have the right tools and talent in place to contribute. Attendees discuss what has aided and/or blocked their finance team’s ascension to better technology and analytics.
Up the Technology Ladder
FP&A Roundtable
The CFO is relying on Liquidity and scenario planning now more than ever. As public company management teams continue to face the need to create and sustain shareholder value, learn how the combination of treasury and investor relations can benefit your company and career. Attendees walk-away with strategies to further support themselves, their CFOs, and shareholders by leveraging their Treasury roles while gaining a better understanding of the investor relations perspective.
The Evolving Intersection of Treasury and Investor Relations to Drive CFO and Shareholder Value
Executive Institute
For decades, the Fed Funds Rate has been the anchor for short-term interest rates and is an oft-cited starting point for conversations about reasonable return expectations. But with dramatic market changes like liquidity injections, the transition from LIBOR to SOFR and the re-opening of the Fed’s repo window, is that starting to crack? A panel of industry experts explore the viability of the Fed Funds Rate as a benchmark and discuss what other measures should be considered when making business decisions regarding lending, liquidity, foreign exchange, investments and strategic planning.
Does the Fed Funds Rate Still Matter?
Capital Markets & Investments
As the global payments industry becomes more electronic and integrated, anti-money laundering, theft, and fraud are primarily conducted through cyber-attacks. Due to the dynamic nature of this environment, corporates, banks, and all industry partners alike need to learn from each other’s processes. This session focuses on corporate remediation case studies that demonstrate how to quickly limit the impact of fraud, demonstrate how proactive relationships between treasury and IT create best practices to prevent threats, and showcase new initiatives being developed around dynamic transaction controls and multi-party API validation.
Fraud Protection: Treasury & IT Collaborate
Risk Management
More than 42 percent of B2B payments are currently made by check, in large part because the cost and complexity of the setup and end-to-end processing of electronic payments can be greater than check payments. Facilitators discuss new research into industry initiatives that have a high potential to improve B2B electronic payment efficiencies. Attend this session to discuss the implications of these potential solutions for your organization and the steps needed for the industry to get past the pull of inertia and the inefficiency of continuing manual processes.
When Will We Solve the Challenges of B2B Electronic Payments?
Payments
Team pricing is also available for all job titles.– click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Pricing
Expert Lecture
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY SKA
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Case Study
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Expert Lecture
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY IT
Case Study
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY IT
Expert Lecture
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Campfire
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY BMO
Panel Discussion
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY FIN
Panel Discussion
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Roundtable
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
Prior to the digital revolution and explosive global business expansion, an organization looking to conduct business in other countries needed to have a physical presence in that country and work with a bank that had a presence there as well. This is no longer the case, but while doing business around the world has gotten easier, executing foreign exchange (FX) payments remains a stumbling block for many. Panelists discuss strategies for deploying wire and ACH FX payment solutions to secure pricing transparency, achieve straight-through processing and includes how FX payments can enable companies to navigate the global payments landscape.
A Better Way to Execute FX Payments
Payments
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
From Venmo to Zelle, consumers are finding ways to send payments to one another with ease. Similarly, consumers now expect businesses to pay them with ease and convenience. Historically, businesses have relied on using paper checks to make payments to consumers. While some businesses progressed from this by adopting ACH and wire transfers, they continue to face various challenges. This session examines payment technologies that allow businesses to disburse payments directly to consumer bank accounts. Focusing on Push-to-Card and Real-time Payments technologies, panelists address the issue of consumer account lookup in a universal federated directory.
Challenges Businesses Are Facing In Real Time Consumer Payments
Payments
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY IT
Case Study
There are numerous technology buzzwords in treasury like blockchain, RPA, and AI; however, to date, only a few corporations have been successful in developing practical applications with big impact. In this session, speakers examine how Honeywell succeeded in developing and implementing a Robotics Process Automation (RPA) initiative in-house that radically improved their cash forecasting process. The initiative delivered increased operational efficiency and generated enough additional liquidity to fund the entire project. Additionally, discussion includes how Honeywell identified and utilized tools from both internal and external partners to meet the various milestones in the project.
You Too Can Build A Treasury Robot
Treasury Management
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY MAS
Panel Discussion
To successfully manage risk, practitioners need to accurately forecast, quantify, and monitor their exposures. Timely access to the right data empowers you to make the best decisions and adeptly explain the program to stakeholders. In this session, treasury professionals from industry-leading organizations share best practices for capturing the most valuable data. They discuss options for creating an overview of your hedging program, comparing your exposures and hedge positions, and viewing how your risk evolves over time. Whether you work with spreadsheet models or an advanced reporting platform, leave with an action plan that delivers results for your organization.
Creating a Next-Generation Risk Management Dashboard
Risk Management
CTP 1.2 | FP&A N/A | CPE 1.2 | CPE FIELD OF STUDY IT
Expert Lecture
Liberty Mutual’s Treasury organization has undergone a transformation spearheaded by embracing new technologies to ensure the company’s success now and in the future. The use of Robotic Process Automation (RPA), Python, machine learning and advanced analytics has enhanced the organization and transformed the treasury operation. A reduction in manual work has allowed for the re-deployment of resources focused on more strategic objectives to keep up with increasing customer expectations the competition. This session shares the practices needed to successfully implement these technologies while developing new skillsets and culture to thrive post implementation.
Transforming Treasury Operations Through Automation and Analytics
Treasury Management
Challenges Businesses Are Facing In Real Time Consumer Payments
You Too Can Build A Treasury Robot
Creating a Next-Generation Risk Management Dashboard
Transforming Treasury Operations Through Automation and Analytics
Concurrent Sessions
3:00 – 4:00 PM
Wednesday, October 28
Monday, October 19
(All times are ET)
THursday, October 29
Monday, October 19
Wednesday, October 28
Live Session
Pre-Recorded Session
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY FIN
Case Study
What happens when your employees aren't ready for retirement? Recent studies show nearly 50% of employees plan to work beyond retirement age to save the extra money they need to retire. While retirement readiness has a direct impact for employees, many employers are finding that employees' delayed retirement also has a direct impact on their bottom line through increased labor costs, higher premiums for insurance, and the impact on turnover of younger employees. This session introduces strategies to help your employees save more for retirement and includes a case study of one employer's experiences in implementing these strategies.
Is Delayed Retirement Impacting Your Bottom Line?
Treasury Management
Is Delayed Retirement Impacting Your Bottom Line?
Executive Institute
1:30 – 2:30 PM
FP&A Roundtable
1:30 – 2:30 PM
Finance Job Descriptions From the Future
A Better Way to Execute FX Payments
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY PD
Panel Discussion
Finance and business are changing as the tipping point of technology forces changes to educational requirements and operating processes. Finance practitioners need to understand how these changes impact their profession in order to plan their career paths. This session provides context of how the finance function has evolved and how it will change in the future. Learn actionable steps you can take to change your professional profile in order to evolve, so that you do not become extinct.
Finance Job Descriptions From the Future
Financial Planning & Analysis
KEY
MindShift Session
Strategic Session
Operational Session
Live Session
Pre-Recorded Session
KEY
Payments & Treasury Happy Hour
4:15 – 4:45 PM
The Evolving Intersection of Treasury and Investor Relations to Drive CFO and Shareholder Value
(All times are ET)
Thursday, October 29
Click through each day to view the overall agenda of AFP 2020, including Education Sessions and descriptions.
Schedule as of September 15. Subject to change.
Schedule By Day
KEY
MindShift
Strategic
Operational
Live Session
Pre-Recorded Session
KEY
Monday, October 19
Wednesday, October 28
Pre-Conference Workshop – FORECASTING IN UNCERTAIN TIMES – is complimentary when you register for AFP 2020 by 9/25.
(Restricted to Executive Attendees)
Exclusive Sponsor: PNC
Up the Technology Ladder
Pricing
How it Works
What to Expect
Pre-Conference Workshop – FORECASTING IN UNCERTAIN TIMES – is complimentary when you register for AFP 2020 by 9/25.
Team pricing is also available for all job titles – click here for details.
Team Registration
Member $595 Non-member $795
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Pricing
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Virtual Exhibit Hall
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
Concurrent Sessions
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
weeks
two
of learning & virtual networking.
We’ve divided AFP 2020 into
How it Works
— Featured Global Sessions
— Payments Hub
— Content for Executives
With AFP Conference Favorites
Treasury Management
Risk Management
Payments
Financial Planning & Analysis
Career Development
Capital Markets & Investments
141 sessions across 6 tracks
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
flexibility
Going virtual means more
What to Expect at AFP 2020
Change the Status Quo: Re-Think Your Credit Facility Size
CTP 1.2 | FP&A 1.2 | CPE 1.2 | CPE FIELD OF STUDY FIN
Case Study
Refinancing your credit facility can be a burdensome process for any treasury department. As a result, there is more priority placed on building a hefty rainy-day fund and less emphasis on the size of the revolver and bank group size. Evaluating data from over 10 years to assess its credit facility, Kansas City Southern (KCS) decreased their facility by 25% and saved $1.5 million. Through KCS’s process, learn how your company can test its credit facility size while trimming your bank group without burning any bridges.
Change the Status Quo: Re-Think Your Credit Facility Size
Capital Markets & Investments
Up the Technology Ladder
Payments and Treasury Virtual Happy Hour
4:15 – 4:45 PM
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.
(limited capacity)
Exclusive Sponsor: PNC
CTP 1.2 | FP&A TBD | CPE 1.2 | CPE FIELD OF STUDY PD
Expert Lecture
Finance professionals are in a unique position to influence the strategic direction of their organizations and thus need the skills to influence key decision makers. Author and Communication Expert, Mark Jeffries, presents an instantly useable toolbox of innovative communication and networking tools designed to help attendees become the strategic influencers their organizations need them to be. Learn practical strategies in this highly entertaining session filled with valuable takeaways and techniques.
The Art of Business Influence
Mark Jeffries
Spotlight Speaker
(Restricted to Executive Attendees)
Exclusive Sponsor: PNC
The Art of Business Influence
Spotlight Speaker: Mark Jeffries
12:00 – 1:00 PM
(limited capacity)
Sponsored by Workday
Exclustive Sponsor: PNC
(Restricted to Executive Attendees )
Sponsored by Workday
Sponsored by Workday
Sponsored by Workday
Learning Lounge
4:15 – 4:45 PM
Learning Lounge
4:15 – 4:45 PM
Yoga Dance Party
Mini-Mindfulness Session
11:45 – 11:50 PM
Time to have a yoga party! Join Amy Vetter and her son DJ JAGWIRE for this 5 minute high energy yoga practice. This is an intermediate level practice; however, feel free to join in and just move your body and dance while no one is watching even if you don’t do yoga!
Yoga Dance Party
Mini-Mindfulness Session
Yoga Dance Party
Mini-Mindfulness Session
11:45 – 11:50 PM
Time to have a yoga party! Join Amy Vetter and her son DJ JAGWIRE for this 5 minute high energy yoga practice. This is an intermediate level practice; however, feel free to join in and just move your body and dance while no one is watching even if you don’t do yoga!
Yoga Dance Party
Mini-Mindfulness Session
General Information
Program
Speakers
Exhibitors & Sponsors
Registration
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TOGETHER
VIRTUALLY
October 19-29
Introducing the fully transformed AFP 2020 Virtual Experience.
With the incredible content, speakers, solution providers and networking brought to you in a brand new presentation, with access to select content through February 28, 2021. The AFP conference continues to be the most important event in treasury and finance –
and it all kicks off with SHAQ.
What to Expect
Going virtual means more
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
Capital Markets & Investments
141 sessions across 6 tracks
Get research and deals done in just a few days. Each exhibitor has a profile where you can check out information, watch videos or schedule a virtual meeting.
Each week features content in both live and pre-recorded formats. Every concurrent session block will contain a variety of sessions across six tracks. You’ll find more opportunities for interactivity in each session, with the ability to ask questions, even if the session is pre-recorded. For more details, visit the FAQ page.
We’ve divided AFP 2020 into of learning and virtual networking.
How it Works
Concurrent Sessions
Virtual Exhibit Hall
1:30 – 2:30 PM
WEEK 1
While we are busy finalizing the details for each time slot, the schedule below contains the overall agenda of AFP 2020. You can view session descriptions by track here, with the full matrix of sessions to be published the week of August 1st.
Schedule-at-a-Glance
Monday, October 19
(All times are EST)
Virtual Exhibit Hall Hours & Industry Roundtables
Career Development
Financial Planning & Analysis
Payments
Risk Management
Treasury Management
flexibility
two WEEKS
Kick-Off Keynote: Shaquille O’Neal
3:00 – 4:15 PM
Shaq-isms for Business & Life
Virtual Exhibit Hall Hours
4:15 – 5:00 PM
Virtual Exhibit Hall Hours & Attendee Break
1:00 – 1:30 PM
Concurrent Sessions, Executive Institute Keynote Speaker & Payments Roundtable
12:00 – 1:00 PM
Virtual Exhibit Hall Hours
11:00 AM – 12:00 PM
(All times are EST)
Tuesday, October 20
Concurrent Sessions & Executive Roundtable
1:30 – 2:30 PM
Virtual Exhibit Hall Hours & Attendee Break
2:30 – 3:00 PM
Concurrent Sessions & Executive Institute Keynote Speaker
3:00 – 4:00 PM
Virtual Exhibit Hall Hours & Attendee Break
4:00 – 5:00 PM
Learning Lounges
4:15 – 4:45 PM
Mindshift Stage Session & Learning Lounge
4:15 – 4:45 PM
Virtual Exhibit Hall Hours & Attendee Break
4:00 – 5:00 PM
Concurrent Sessions
3:00 – 4:00 PM
Virtual Exhibit Hall Hours & Attendee Break
2:30 – 3:00 PM
Concurrent Sessions & Payments Roundtable
1:30 – 2:30 PM
Virtual Exhibit Hall Hours & Attendee Break
1:00 – 1:30 PM
Mindshift Keynote: Amy Webb
12:00 – 1:00 PM
Virtual Exhibit Hall Hours
11:00 AM – 12:00 PM
(All times are EST)
Wednesday, October 21
Think Like a Futurist
Mindshift Stage Session & Learning Lounge
4:15 – 4:45 PM
Virtual Exhibit Hall Hours & Attendee Break
4:00 – 5:00 PM
Concurrent Sessions
3:00 – 4:00 PM
Virtual Exhibit Hall Hours & Attendee Break
2:30 – 3:00 PM
Concurrent Sessions & FP&A Roundtable
1:30 – 2:30 PM
Virtual Exhibit Hall Hours & Attendee Break
1:00 – 1:30 PM
FP&A Keynote: Amy Vetter
12:00 – 1:00 PM
Virtual Exhibit Hall Hours
11:00 AM – 12:00 PM
(All times are EST)
Thursday, October 22
Virtual Exhibit Hall Hours
4:15 – 5:00 PM
The Science of Perfect Timing
Kick-Off Keynote: Daniel Pink
3:00 – 4:15 PM
Industry Roundtables
1:30 – 2:30 PM
(All times are EST)
Monday, October 26
(limited capacity)
Learning Lounges
4:15 – 4:45 PM
Virtual Exhibit Hall Hours & Attendee Break
4:05 – 5:00 PM
Concurrent Sessions
3:00 – 3:30 PM
Virtual Exhibit Hall Hours & Attendee Break
2:30 – 3:00 PM
Concurrent Sessions & Executive Roundtable
1:30 – 2:30 PM
Virtual Exhibit Hall Hours & Attendee Break
1:00 – 1:30 PM
Certification Keynote: Mona Sutphen
12:00 – 1:00 PM
Virtual Exhibit Hall Hours
11:00 AM – 12:00 PM
(All times are EST)
Tuesday, October 27
Weaponization of the Financial Markets
Concurrent Sessions
3:35 – 4:05 PM
Mindshift Stage Session & Learning Lounge
4:15 – 4:45 PM
Virtual Exhibit Hall Hours & Attendee Break
4:00 – 5:00 PM
Concurrent Sessions
3:00 – 4:00 PM
Virtual Exhibit Hall Hours & Attendee Break
2:30 – 3:00 PM
Concurrent Sessions
1:30 – 2:30 PM
Virtual Exhibit Hall Hours & Attendee Break
1:00 – 1:30 PM
Concurrent Sessions, Executive Institute Keynote Speaker & Payments Roundtable
12:00 – 1:00 PM
Virtual Exhibit Hall Hours
11:00 AM – 12:00 PM
(All times are EST)
Mindshift Stage Session & Learning Lounge
4:15 – 4:45 PM
Virtual Exhibit Hall Hours & Attendee Break
4:00 – 5:00 PM
Concurrent Sessions
3:00 – 4:00 PM
Virtual Exhibit Hall Hours & Attendee Break
2:30 – 3:00 PM
Concurrent Sessions & FP&A Roundtable
1:30 – 2:30 PM
Virtual Exhibit Hall Hours & Attendee Break
1:00 – 1:30 PM
Concurrent Sessions
12:00 – 1:00 PM
Virtual Exhibit Hall Hours
11:00 AM – 12:00 PM
(All times are EST)
Thursday, October 29
Closing Ceremony
4:45 – 5:00 PM
Member $595 Non-member $795
Pricing
Individual Registration
Registration for AFP 2020 includes all two weeks of sessions plus access to select recordings through February 28, 2021.
Team pricing is also available for all job titles.– click here for details.
Team Registration
Register Now
How it Works
What to Expect at AFP 2020
Schedule
Pricing
WEEK 2
WEEK 1
WEEK 2
WEEK 1
WEEK 2
WEEK 2
WEEK 1
WEEK 1
WEEK 2
WEEK 1
WEEK 2
Wednesday, October 28
WEEK 1
WEEK 2
WEEK 1
WEEK 2
Register
Program
Speakers
General Information
Exhibitors & Sponsors
Register
weeks
With AFP Conference Favorites
— Featured Global Sessions
— Payments Hub
— Content for Executives
Meet with the right people to accomplish your goals through topical Virtual Roundtables and an AI enabled connection hub. You can chat one-to-one or connect in a virtual meeting room with peers and exhibitors.
NETWORKING
We’ve divided AFP 2020 into
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
Keynotes
Keynotes
AFP 2020 continues to bring you keynotes to inspire, inform and reimagine both your work and your career. This year is no exception with keynotes that include Shaquille O’Neal, Daniel Pink and Amy Webb to name a few.
WEEK 2
(Open to all registered attendees)
Mindshift Keynote:
(Open to all registered attendees)
Schedule as of June 6, subject to change.
Becoming a Cherished Advisor in a World of Constant Innovation
Concurrent Sessions &
We scheduled AFP 2020 across two weeks to make it work for you. Week one kicks off with a Keynote from Shaquille O’Neal and week two — Daniel Pink. Check out the schedule for an impressive lineup of concurrent sessions and roundtables – all with new and easy ways to interact. Schedule time with service providers that have your next solution. And use the strategic breaks in the content to check-in with the office.
View the newly-released Full SChedule
