Articles
Scenario Planning for Turbulent Times
Embrace scenario planning as an inherent part of the planning process, enabling organizations to ideate and analyze multiple future outcomes in the face of unpredictability.
Embrace scenario planning as an inherent part of the planning process, enabling organizations to ideate and analyze multiple future outcomes in the face of unpredictability.
07/13/2021
Negotiating Loan Contracts with New Reference Rates
Navigating the transition from LIBOR-based markets to alternative reference rates is discussed, simplifying the process for non-financial corporates.
Navigating the transition from LIBOR-based markets to alternative reference rates is discussed, simplifying the process for non-financial corporates.
07/13/2021
CTP: Instilling Tenacity, Innovative Mindsets and Intellectual Curiosity in Treasury Professionals
A global symbol of excellence, the Certified Treasury Professional (CTP) designation sets the standard in the treasury profession. AFP recently caught up with Lee-Ann Perkins, CTP, assistant treasurer at Specialized Bicycle Components, to discuss her decision to earn the CTP, and how it has affected her life and career journey.
A global symbol of excellence, the Certified Treasury Professional (CTP) designation sets the standard in the treasury profession. AFP recently caught up with Lee-Ann Perkins, CTP, assistant treasurer at Specialized Bicycle Components, to discuss her decision to earn the CTP, and how it has affected her life and career journey.
07/07/2021
Setting Up an Unclaimed Property Process
Unclaimed property is becoming a bigger problem for more companies. State authorities are becoming more active in chasing non-compliance, with the emergence of third-party audit firms that are paid on results. Given compliance is required, what is the best way to achieve it?
Unclaimed property is becoming a bigger problem for more companies. State authorities are becoming more active in chasing non-compliance, with the emergence of third-party audit firms that are paid on results. Given compliance is required, what is the best way to achieve it?
07/06/2021
AFP Survey: Increased Cash Holdings Due to Pandemic
Explore the findings of the 2021 AFP Liquidity Survey, highlighting organizations' focus on cash preservation and safeguarding against future uncertainty post-pandemic.
Explore the findings of the 2021 AFP Liquidity Survey, highlighting organizations' focus on cash preservation and safeguarding against future uncertainty post-pandemic.
07/06/2021
A Career in FP&A: Thriving in an Uncertain Future
Ken Fick, member of the FP&A Advisory Council and vice president of FP&A at Berkeley Research Group LLC, discusses the unique career path that led him to where he is today.
Ken Fick, member of the FP&A Advisory Council and vice president of FP&A at Berkeley Research Group LLC, discusses the unique career path that led him to where he is today.
06/30/2021
War for Talent: Upskilling for Diversity, Equity, and Inclusion
Upskilling internal talent promotes diversity and advancement. Companies should focus on employee development when recruiting.
Upskilling internal talent promotes diversity and advancement. Companies should focus on employee development when recruiting.
06/22/2021
Exploring the Digital Transformation of Treasury
AFP and Zanders analyze the digital transformation of treasury and its critical implications.
AFP and Zanders analyze the digital transformation of treasury and its critical implications.
06/17/2021
The AFP FP&A Momentum Index: Results from Q2
The AFP Quarterly Indicator Survey shows improved business climate indicators, including outlook and recent performance, but increased risk.
The AFP Quarterly Indicator Survey shows improved business climate indicators, including outlook and recent performance, but increased risk.
06/16/2021
Why Psychological Safety Is Key for FP&A
Typically employees work in teams to maximize their skills and performance. But what makes a successful team?
Typically employees work in teams to maximize their skills and performance. But what makes a successful team?
06/15/2021
The Creative Revolution in Finance Profession Requires A Mindshift
Shawn Kanungo highlights the need for an innovation disruption mindset in the finance profession and the impact of the coronavirus pandemic in driving digital transformation.
Shawn Kanungo highlights the need for an innovation disruption mindset in the finance profession and the impact of the coronavirus pandemic in driving digital transformation.
06/14/2021
Your Hidden Gem Is the Talent You Already Have
Upskilling current employees helps organizations develop talent and build a diverse workforce.
Upskilling current employees helps organizations develop talent and build a diverse workforce.
06/08/2021
FP&A Continues to Specialize in the APAC Region
The APAC FP&A Advisory Council promotes best practices and innovation in the Asia-Pacific region.
The APAC FP&A Advisory Council promotes best practices and innovation in the Asia-Pacific region.
06/04/2021
AFP FinNext Asia: Thriving in an Era of Exponential Change
The world is being profoundly changed by systems leveraging artificial intelligence, which is drastically changing the future of work, including how companies compete, what work is done by humans, and how FP&A professionals can adapt to add value to their organizations. Author and world-renowned future-of-work expert Ben Pring will discuss this topic during his Keynote speech at AFP FinNext Asia, taking place virtually 15-17 June 2021.
The world is being profoundly changed by systems leveraging artificial intelligence, which is drastically changing the future of work, including how companies compete, what work is done by humans, and how FP&A professionals can adapt to add value to their organizations. Author and world-renowned future-of-work expert Ben Pring will discuss this topic during his Keynote speech at AFP FinNext Asia, taking place virtually 15-17 June 2021.
06/04/2021
The Role of FP&A: Better Business Partnering Leads to Better Strategy
Bain & Company's Steve Beam joins AFP for a webinar on better business partnering and solving the issue of FP&A professionals being buried in basic duties.
Bain & Company's Steve Beam joins AFP for a webinar on better business partnering and solving the issue of FP&A professionals being buried in basic duties.
06/01/2021
As Fraud Continues to Dominate, Knowing Where it is Evolving is Key
As a follow-up to the 2021 AFP Payments Fraud and Control Survey, underwritten by J.P. Morgan, the Association for Financial Professionals (AFP) recently held a companion webinar, “Beyond Business Email Compromise (BEC): Where Fraud is Evolving.” The webinar provided attendees with a review the latest trends in payments fraud, the tools being used to prevent fraud and, more importantly, from a risk management perspective, where companies can employ insurance to further mitigate potential risk.
As a follow-up to the 2021 AFP Payments Fraud and Control Survey, underwritten by J.P. Morgan, the Association for Financial Professionals (AFP) recently held a companion webinar, “Beyond Business Email Compromise (BEC): Where Fraud is Evolving.” The webinar provided attendees with a review the latest trends in payments fraud, the tools being used to prevent fraud and, more importantly, from a risk management perspective, where companies can employ insurance to further mitigate potential risk.
05/27/2021
AFP 2021 Conference Planning Task Force: Meet the Co-Chairs
The AFP 2021 Conference Planning Task Force is made up of experienced practitioners tasked with selecting the most relevant, timely and useful content to treasury and finance professionals. We recently caught up with the task force co-chairs, Kayla Davis, vice president and head of M&A at ABM Industries and member of the FP&A track, and John Nielsen, CTP, chief financial officer at FloraCraft Corporation and member of the Capital Markets and Investments and Risk Management track.
The AFP 2021 Conference Planning Task Force is made up of experienced practitioners tasked with selecting the most relevant, timely and useful content to treasury and finance professionals. We recently caught up with the task force co-chairs, Kayla Davis, vice president and head of M&A at ABM Industries and member of the FP&A track, and John Nielsen, CTP, chief financial officer at FloraCraft Corporation and member of the Capital Markets and Investments and Risk Management track.
05/26/2021
Amy Edmondson: Leading Through Crisis
Jim Kaitz interviews Amy Edmonson on successful teaming in a crisis and previews her session at AFP 2021, offering tools for innovation.
Jim Kaitz interviews Amy Edmonson on successful teaming in a crisis and previews her session at AFP 2021, offering tools for innovation.
05/24/2021
Facets of an FP&A: Becoming a Digital Integrator
Bryan Lapidus interviews Hari Ramani from Shell as part of the APAC FP&A Advisory Council profile series.
Bryan Lapidus interviews Hari Ramani from Shell as part of the APAC FP&A Advisory Council profile series.
05/24/2021
The “How” of Diversity and Inclusion: Walk Your JEDI Talk
Meaningful diversity, equity, and inclusion efforts require more than just lip service, as organizations often fall short.
Meaningful diversity, equity, and inclusion efforts require more than just lip service, as organizations often fall short.
05/21/2021
The Future of GLEIF on LEIs and Streamlining KYC Process
AFP discusses legal entity identifiers (LEIs) and know your customer (KYC) processes with the Global LEI Foundation.
AFP discusses legal entity identifiers (LEIs) and know your customer (KYC) processes with the Global LEI Foundation.
05/21/2021
CTP Profile: Leverage Technology Solutions in Treasury
CTP designation is a symbol of treasury excellence. Alexander Seelmann-Eggebert shares his CTP journey.
CTP designation is a symbol of treasury excellence. Alexander Seelmann-Eggebert shares his CTP journey.
05/19/2021
Creating a Learning Culture to Help Business Thrive
Build intentional learners by gaining support from organizational leaders for successful learning programs.
Build intentional learners by gaining support from organizational leaders for successful learning programs.
05/17/2021
LIBOR Transition: Preparing for the End Game
Corporate finance experts discuss the transition of Libor in an AFP-hosted webinar, preparing organizations for the end game.
Corporate finance experts discuss the transition of Libor in an AFP-hosted webinar, preparing organizations for the end game.
05/17/2021
AFP 2021: Capital Markets and Investments and Risk Management in a New Arena of Treasury
Due to the state of the world, treasury is in a place it has never been before, and there are various challenges hitting at once. However, with challenges come the opportunity to explore new solutions. At AFP 2021, taking place Nov. 7-10 in Washington, D.C., attendees will have the opportunity to gain innovative solutions and to share ideas that address areas of concern within the industry.
Due to the state of the world, treasury is in a place it has never been before, and there are various challenges hitting at once. However, with challenges come the opportunity to explore new solutions. At AFP 2021, taking place Nov. 7-10 in Washington, D.C., attendees will have the opportunity to gain innovative solutions and to share ideas that address areas of concern within the industry.
05/12/2021
AFP Announces New Global Partner For FPAC Exam Prep: HOFT on FPAC Exam Prep Courses
The Association for Financial Professionals (AFP) and HOFT have announced a formal partnership to offer exam preparation courses for finance professionals based in the Middle East, Africa and Asia Pacific regions. The courses will equip financial professionals with the tools they need to earn the Certified Corporate FP&A Professional (FPAC) certification, sponsored by AFP.
The Association for Financial Professionals (AFP) and HOFT have announced a formal partnership to offer exam preparation courses for finance professionals based in the Middle East, Africa and Asia Pacific regions. The courses will equip financial professionals with the tools they need to earn the Certified Corporate FP&A Professional (FPAC) certification, sponsored by AFP.
05/11/2021
Five Critical Areas for a Successful FP&A Function
The CFO and FP&A practitioner as stewards of value creation and strategic partners remains an elusive goal for many organizations.
The CFO and FP&A practitioner as stewards of value creation and strategic partners remains an elusive goal for many organizations.
05/11/2021
AFP 2021: Transforming FP&A to a Forward-thinking Perspective
The AFP 2021 FP&A Task Force plans for the future of FP&A.
The AFP 2021 FP&A Task Force plans for the future of FP&A.
05/10/2021
A CFO’s Script for IT Investments: A Play in Three Acts
This quarter’s AchieveNext discussion focused on how to get the most from your IT investments. Attendees were separated into small-group breakout sessions, from which the discussion unfolded like a three-act play: strategy roadmap, getting approval for the investment, and not throwing it all away.
This quarter’s AchieveNext discussion focused on how to get the most from your IT investments. Attendees were separated into small-group breakout sessions, from which the discussion unfolded like a three-act play: strategy roadmap, getting approval for the investment, and not throwing it all away.
05/06/2021
AFP Joins Partners in Congressional Hearing on LIBOR Transition
The Association for Financial Professionals supports legislation proposing a benchmark replacement rate for Libor contracts.
The Association for Financial Professionals supports legislation proposing a benchmark replacement rate for Libor contracts.
05/05/2021
AFP Announces New Global Partner For FPAC Exam Prep: PMsquare on FPAC Exam Prep Courses
AFP and PMsquare have announced a formal partnership to offer exam preparation courses for finance professionals based in Sri Lanka. The courses will equip financial professionals with the tools they need to earn the Certified Corporate FP&A Professional (FPAC) certification, sponsored by AFP.
AFP and PMsquare have announced a formal partnership to offer exam preparation courses for finance professionals based in Sri Lanka. The courses will equip financial professionals with the tools they need to earn the Certified Corporate FP&A Professional (FPAC) certification, sponsored by AFP.
05/04/2021
AFP Survey: Payments Fraud Increase Attributed to Coronavirus Pandemic
As the world began to grapple with working remotely in 2020, the 2021 Association for Financial Professionals Payments Fraud and Control Survey, underwritten by J.P. Morgan, revealed that nearly two-thirds of treasury and finance professionals believe the coronavirus pandemic is to blame for some of the uptick in payments fraud at their companies.
As the world began to grapple with working remotely in 2020, the 2021 Association for Financial Professionals Payments Fraud and Control Survey, underwritten by J.P. Morgan, revealed that nearly two-thirds of treasury and finance professionals believe the coronavirus pandemic is to blame for some of the uptick in payments fraud at their companies.
04/30/2021
FP&A Needs to Step Out of Accounting’s Shadow
Danny Shiu, FPAC, CTP, MOS, a member of AFP's APAC FP&A Advisory Council, shares insights on best practices, challenges, and innovative initiatives in the Asia-Pacific region.
Danny Shiu, FPAC, CTP, MOS, a member of AFP's APAC FP&A Advisory Council, shares insights on best practices, challenges, and innovative initiatives in the Asia-Pacific region.
04/28/2021
Virtual Accounts: A Solution for All?
Achieving cash visibility and control is crucial for treasurers, requiring companies to effectively deploy available solutions and innovations.
Achieving cash visibility and control is crucial for treasurers, requiring companies to effectively deploy available solutions and innovations.
04/27/2021
Four Practices to Create a Culture of Intentional Learning
Learn about intentional learning as a valuable investment in skills enhancement. Discover how leaders play a crucial role in fostering intentional learning in organizations.
Learn about intentional learning as a valuable investment in skills enhancement. Discover how leaders play a crucial role in fostering intentional learning in organizations.
04/27/2021
Intentional Learning: Critical Mindsets for Career Advantages
Intentional learners have a career advantage by embracing growth and curiosity mindsets. Unlock their potential for continuous improvement.
Intentional learners have a career advantage by embracing growth and curiosity mindsets. Unlock their potential for continuous improvement.
04/27/2021
Transitioning from Accountancy to FP&A
FP&A professionals are helping organisations better understand economic and business trends, identify opportunities, and anticipate obstacles and potential treats. This has led the finance function to spend less time on basic budgeting and reporting responsibilities and relying on its FP&A teams to focus more on data analysis and recommendations to drive future growth.
FP&A professionals are helping organisations better understand economic and business trends, identify opportunities, and anticipate obstacles and potential treats. This has led the finance function to spend less time on basic budgeting and reporting responsibilities and relying on its FP&A teams to focus more on data analysis and recommendations to drive future growth.
04/20/2021
AFP 2021: Searching for New Solutions in the Payments Landscape
Discover the highlights of AFP 2021 Payments Track and insights from Susan Glass, a member of the Payments Task Force.
Discover the highlights of AFP 2021 Payments Track and insights from Susan Glass, a member of the Payments Task Force.
04/19/2021
AFP FinNext Asia: Customized FP&A Learning in Asia-Pacific
AFP FinNext Asia provides customized content for FP&A practitioners in the Asia-Pacific region.
AFP FinNext Asia provides customized content for FP&A practitioners in the Asia-Pacific region.
04/19/2021
Coming in 2022: Same-Day ACH Limit Increases to $1 Million
The National Automated Clearing House Association (Nacha) approved to increase the Same Day ACH per-transaction limit to $1 million, effective March 18, 2022.
The National Automated Clearing House Association (Nacha) approved to increase the Same Day ACH per-transaction limit to $1 million, effective March 18, 2022.
04/15/2021
Connect with your FP&A peers and industry leaders in Austin March 17-19 at the AFP FP&A Forum. Register by January 15 to save $400.