April 17 | 3 - 4:00 PM ET
Credits: CTP/CCM: 1.2 | FPAC: 1.2 | CPE 1.2 | CPE Field of Study: Management Services
Learning Objectives
- Identify and explore the priorities and challenges faced by treasury staff
- Learn about the skills needed and expected for treasury staff and leadership as well as the gap that exists between their importance and effectiveness
- Explore the differences experienced by treasury departments based on their placement on the treasury maturity spectrum
Webinar Description
The 2025 AFP Treasury Benchmarking Survey, underwritten by Wells Fargo, provides treasury professionals with data that enables them to compare the metrics of their organizations’ treasury departments against those of their peer companies from a strategic and tactical perspective. Survey data on costs, full-time equivalent (FTE) treasury staff, policies and technology will provide a comprehensive understanding of the current aspects of treasury operations. In the survey’s companion webinar, treasury professionals will discuss these findings and share their insights in a fireside chat format.
Speakers
Tom Hunt, CTP
Director of Treasury Services
AFP
Jessica Lupovici
Head of GTM Sales
Wells Fargo
Haresh Vayal
Chief Financial Officer
The Wilson Center