Webinars

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Upcoming Live Webinars


Payment Security That Really Works

Thursday, June 4, 2020 | 3:00- 4:00 PM ET
1.2 CTP/CCM | 1.2 FP&A | 1.2 CPE (CPE Field of Study: Management Services)
ACH… check… credit… wire transfer… even cryptocurrency… no matter what the payment method, banks, businesses and consumers share a common and ongoing concern: “Is this transaction safe?” There is good news: A modernizing of payments is underway, with transactional security at the forefront of payment innovations. This discussion focuses on present and future payment risks and analyzes the latest business practices and technologies that are available to improve security and to thwart loss.

Learning Objectives

  • Learn how to best defend against current and future payment threats
  • Benefit from an analysis of the most current fraud and loss prevention practices

Greg Wilfahrt
Chief Mobility and Marketing Officer
AP Technology

Nitin Gaur
IBM
Director, IBM WW Digital Assets Labs

Michelle Evans
Euromonitor International
Senior Head of Global Digital Consumer Research

Mike Timoney
Federal Reserve Bank of Boston
Vice President of Payments Security

Members: Complimentary     Non-Members: $100

Treasury in APAC: What You Need to Know

Tuesday, June 23, 2020 | 11:00 AM – 12:00PM SGT (Singapore)
1.2 CTP/CCM | 1.2 CPE (CPE Field of Study: Management Services)
Join this webinar to better understand how to conduct a Treasury Function in the APAC region. If you are already working in Treasury in the region or your company is looking to expand, this webinar provides valuable insights into Treasury’s structure and role. Discuss future proofing operations and how to be effective in light of new market dynamics around market changes, disruptors and geo-political risk. Attendees will walk away with tips on how to do business better, more efficiently and most effectively.

This is a companion webinar to the Asia-Pacific Treasury Management Handbook

Tom Hunt, CTP
Director Treasury Services
AFP

JaeSon Kim
Managing Director APAC
Kyriba

Please note this webinar is taking place at 11:00 AM - 12:00 PM SGT (Singapore Timezone).  This will be available as a recording later.

    

Members: Complimentary    Non-Members: $100

 

Don't Gamble with Your Cash Investments: Monitoring Risk and Money Market Returns

Wednesday, June 24, 2020 | 3:00- 4:00 PM ET
1.2 CTP/ CCM | 1.2 FP&A | 1.2 CPE (CPE Field of Study: Finance)
While many corporate treasurers think they're protected from a "black swan" money market event, the calm market environment the cash investment landscape is untenable. In this webinar a money market fund tracker and corporate treasurer discuss the latest strategies for protecting against market volatility, investing in flat, falling and rising rate environments and analyze the major risks. Understand the tools and strategies for doing due diligence on money market investments and the dangers of an overreliance on data and get an update on the latest developments in money funds and money market securities, trading portals and analytics.

Learning Objectives

  • Learn about the various tools treasurers utilize to monitor and measure risk in their portfolios
  • Gain practical recommendations for analyzing cash and protecting your shortest and safest investments

Peter Crane
President & CEO
Crane Data

     

Members: Complimentary    Non-Members: $100


Natural Language Processing Applications for Risk Management

Thursday, July 16, 2020 | 3:00- 4:00 PM ET
1.2 CTP/ CCM | 1.2 FP&A | 1.2 CPE (CPE Field of Study: Information Techology)
National Language Processing (NLP) can be an invaluable tool for extracting broad “summary statistics” of the relative importance and sentiment surrounding key events and topics. For corporate risk managers NLP based applications can help capture the “color” not fully reflected by numbers in isolation. The webinar provides an introduction to Natural Language Processing (“NLP”) and clarifies how basic NLP techniques at a very high level can be used to enhance finance and risk management analysis for corporates. See the results of applying these techniques to current market themes and corporate trends.

Learning Objectives

  • Learn how NLP can be used to help identify the relative importance and impact of various current themes in financial disclosures and news events.
  • Learn how NLP can capture corporate trends, especially for those not directly reported in companies’ financial statements.

Jeffrey Bevelander
Director
HSBC

Members: Complimentary     Non-Members: $100

    

Emerging Liquidity Investment Trends for a New Decade

Wednesday, July 29. 2020 | 3:00- 4:00 PM ET
1.2 CTP/ CCM | 1.2 FP&A | 1.2 CPE (CPE Field of Study: Management Services)
Change and disruption is accelerating across the treasury management and is sure to impact liquidity management. Understanding how these trends can be transformational to corporate treasury is key to being efficient and effective in the future. This moderated discussion evaluates the transformation trends versus those that are likely transitory. Explore topics such as the relevance of ESG to short-term liquidity investing, the potential for new technologies to increase operational efficiencies, the evolution of the short-term investment products, the impact of COVID-19, and other relevant themes to guide the corporate practitioner in re-assessing their priorities and improve processes.

Learning Objectives

  • Gain an understanding of the liquidity investments trends likely to be most impactful to corporate treasurers in the coming years
  • Learn about emerging technologies that can potentially transform the corporation treasury function

Scott Wachs
Managing Director
Morgan Stanley

Michell Bosch
Treasury Manager
Signature Aviation

Morgan Collins
Impact / ESG Investment Manager
Starbucks

Bob Pryor
Portfolio Manager and Money Market Trader
Allstate

Members: Complimentary    Non-Members: $100

     

LIBOR Reform: Identifying and Mitigation Exposures

Tuesday, September 1, 2020 | 3:00- 4:00 PM ET
1.2 CTP/ CCM | 1.2 FP&A | 1.2 CPE (CPE Field of Study: Specialized Knowledge)
LIBOR exposure stemming from financial instruments including credit facilities, swaps, and floating rate debt is easy to identify and is a focus of most corporate treasuries; however, other more subtle exposures that reside in many other parts of the Company can be harder to identify, have larger impacts, and can require extensive efforts to mitigate. Hear about the ways market participants are mobilizing for transition and industry practices for understanding impact, risks and options for transition. AFP members will learn key considerations that are needed as their company is mobilizing and developing a plan for transition.

Learning Objectives

  • Understand the risks related to LIBOR reform specific to Corporates and ways to plan for and mitigate those risks
  • Understand how market participants are mobilizing for transition to a new reference rate

Jonathan Bergeson
Partner
PwC

Members: Complimentary    Non-Members: $100


The Currency Mirage: Evaluating Constant Currency Reporting

Tuesday, September 15, 2020 | 3:00- 4:00 PM ET
1.2 CTP/ CCM | 1.2 FP&A | 1.2 CPE (CPE Field of Study: Finance)
People can be misled into thinking that constant currency reporting is a substitute for protecting currency risk. Let’s dive deeper into what constant currency reporting is telling us and what it might be missing. Constant currency reporting has a place, but what is the appropriate application and what influence should it have on an organization’s strategy for mitigating currency risk?

Learning Objectives

  • Discover the common methods and applications utilized for constant currency reporting
  • Understand how constant currency reporting should be influencing hedge strategies

Jeff Goggins
Consulting Manager
Hedge Trackers

Members: Complimentary     Non-Members: $100


Recorded Webinars

What the CEO and Board Expect From Finance Today

1.2 CTP/CCM | 1.2 FP&A

CFOs and Treasurers are challenged in this time of crisis to not only be productive and operational while working remotely but also meet a critical need from CEOs and the Board to deliver visibility into cash and liquidity. Not only are reporting requests more frequent, they also require greater precision and confidence than before the pandemic took hold.

In this webinar, an expert panel comprised of leaders from AFP, Kyriba, financial institutions, and the corporate C-suite (or corporate finance) will outline what boards expect from finance and treasury today, expectations to drive greater liquidity, and strategies to protect cash, liquidity and balance sheets. Key discussion points include working capital management, borrowing strategies, FX hedging and organic currency reduction, cost reduction initiatives, and Panelists will also discuss best practices clients use in managing through the storm to keep an even keel.

Members and Non-Members: Complimentary


Highlights from the 2020 AFP Payments Fraud and Control Survey

1.2 CTP/CCM and FP&A

Attend this webinar for key highlights from the 2020 AFP Payments Fraud Survey. Join panelists from AFP and JP Morgan to discuss the various aspects of fraud occurrences in B2B transactions. More importantly, listen to discussions on best practices in preventing and mitigating fraud attacks. Also learn how you can prepare your organization in combatting fraud occurrences. Additionally, we will focus on the human aspects around Business Email Compromise (BEC) Scams and provide tips to help prevent against it. We will have AFP practitioner members attend the webinar to provide their insights and proven capabilities to combat fraud.

Members: Complimentary    Non-Member: $100

AFP/ITC Cybersecurity Primer

1.7 CTP/CCM | 1.7 FP&A

The AFP/ITC Cybersecurity Primer is designed to help treasury and finance professionals develop an understanding of the information technology security issues facing their organizations and how it relates to their roles to ultimately integrate into a cohesive cybersecurity strategy. Topics include how data breaches occur, the common methods used in a cyberattack, data protection controls and regulations that may affect your business, and why governance is a critical factor in any organization’s cybersecurity posture.

    

Members: Complimentary    Non-Members: $100


Communicating Effectively in Turbulent Times

1.2 CTP/CCM | 1.2 FP&A

Communication skills have always been and will always be critically important to the success of treasury and finance professionals. In the face of unprecedented change in the workplace, communicating and collaborating effectively are even more important to ensure that the critical projects and processes tasked to the finance organization are executed flawlessly. Attend this enlightening webinar to hear how recent events are impacting the stress level and productivity of your organization’s workforce and tactics you can embrace to ensure your team remains engaged and focused on delivering positive outcomes.

    

Members: Complimentary    Non-Members: $100


Laying the Groundwork for Your New Planning System

1.2 CTP/CCM | 1.2 FP&A

Implementing an effective planning system is a foundational step for FP&A to reduce time, errors, and agony in the budgeting and planning process. However, the promise of a planning system often meets the realities of IT systems implementations: 30-60% fail as measured by unmet goals, overspend, or significant delays. Getting off to a strong start is key to your success in this effort and for your FP&A team in general; in this webinar, a panel of experts and practitioners will discuss how they laid the groundwork for a successful planning system implementation, and what they wish they had done as well. This webinar is a companion to the AFP Guide to Implementing a Planning System, Part 1.

     

Members: Complimentary    Non-Members: $100


Highlights from the 2019 AFP Cyber Risk Survey

0.6 CTP/CCM | 0.6 FP&A

At AFP 2019 in Boston, AFP conducted an onsite survey of more than 6,000 attendees to gain insight into their primary cyber risk challenges. In this brief webinar, John Kolar of Wells Fargo and Tom Hunt of AFP discuss the five main findings derived from the survey and share practical tips for mitigating risk.

    

Members: Complimentary     Non-Members: $100


Implementing a Planning System: Selecting the Software

1.2 CTP/CCM | 1.2 FP&A

Implementing an effective planning system is a foundational step for FP&A, starting strong is key to your success. How you structure your software evaluation process is critical to your long-term success—what tradeoffs will you make? How should you choose an implementation partner? What does your vendor want you NOT to do? In this webinar, a panel of experts and practitioners will discuss how they laid the groundwork for a successful planning system implementation during the software selection phase. This webinar is a companion to the AFP Guide to Implementing a Planning System, Part 2: Selecting the Software.

    

Members: Complimentary     Non-Members: $100


Results and Insights from the Project Investment Decisioning Survey

0.8 CTP/CCM | 0.8 FP&A

Every day, finance guides a business through strategic, financial and technical evaluations to help their organizations make better decisions and allocate resources to the most effective use.  The project investment process is one of the most important ways to accomplish this. What projects should we undertake? When should they begin? How much risk are we taking? In this webinar we will discuss the key insights from the 2019 AFP Project Investment Decisions Survey research, which focused on two parts of this critical function: 1) The process of project decision making, 2) the cost of capital calculation.

     

Members: Complimentary      Non-Members: $100



Separating Fraud Truth from Fiction

1.2 CTP/CCM, 1.2 FP&A

This session provides a comprehensive look into the various types of fraud activity levied against the corporate environment, examines the top exposures that exist for corporates today, and finally, analyzes some of the leading practices available for protecting your organization from suffering a loss. Practical examples are taken from Seaboard's recent treasury security overhaul.

    

Members: Complimentary     Non-Members: $100


Reinventing the Corporate Payments Experience

1.2 CTP/CCM

While countless payment innovations continue to reshape the way consumers make and receive payments, most would agree innovations in corporate payments have gone unaddressed  – until now. Today, Nacha is leveraging the power of technology and standardization to demonstrate how businesses can simplify the pre-payment and post-payment processes - which typically prove to be the most challenging - allowing for a fast, simple, and standard end-to-end transactional experience.

    

Members: Complimentary     Non-Members: $100


Unclaimed Property – Should You Give Escheat?

Credits 1.2 CTP/CCM | 1.2 FP&A

The issue of unclaimed or abandoned property is something most organizations need to address in order to follow the law. As this process can be complicated this webinar walks participants through the basics of abandoned and unclaimed property ("AUP"), discusses priority and sourcing rules and highlights current litigation and hot topics in the world of AUP.

    

Members: Complimentary    Non-Members: $100


The Latest on Libor

Credits 1.2 CTP/CCM | 1.2 FP&A

Watch this webinar to get an up to the minute update on what is happening with the transition away from Libor in the US. You will hear perspectives on fallback language for corporate loans, derivatives, and the corporate perspective on how best to utilize the information. Discussion will also be on creating a term SOFR, compounding and establishing credit spreads.

     

Members: Complimentary    Non-Members: $100


Looking Beyond Transactions in Cash Collections and Claims AI-driven Transformation in the Analyst’s Role

1.2 CTP/CCM | 1.2 FP&A

Integrative Intelligence is the skillset that describes the way we work going forward, when data is plentiful, teams are agile, and automation is standard operations. The role of Finance must change, from supplying answers to asking questions that define the work that needs to get done, disseminating the work among a collaborative and fluid team, then integrating the learnings in a way that drives decisions. Increasingly, “bots” are members of the team in the form of algorithms, automation, predictive scripts. What are the best practices for integrating these new members of the team with your operations and existing (human) teammates?

     

Members: Complimentary     Non-Members: $100


Integrating the Intelligence Around You

1.2 CTP/CCM | 1.2 FP&A

Integrative Intelligence is the skillset that describes the way we work going forward, when data is plentiful, teams are agile, and automation is standard operations. The role of Finance must change, from supplying answers to asking questions that define the work that needs to get done, disseminating the work among a collaborative and fluid team, then integrating the learnings in a way that drives decisions. Increasingly, “bots” are members of the team in the form of algorithms, automation, predictive scripts. What are the best practices for integrating these new members of the team with your operations and existing (human) teammates?

     

Members: Complimentary     Non-Members: $100


PSD2 and Open Banking: What are the Implications in Europe and the U.S.

Credits 1.2 CTP/CCM 1.2 FP&A

The revised Payments Services Directive (PSD2) has attracted quite a bit of attention since it was proposed by the European Union in 2013. The objective of the PSD2 is standardizing, integrating and improving payment efficiency in the European Union by creating an equal playing field for payments service providers by enabling new companies to enter the payments space. This webinar sorts through the details of PSD2 and discusses implications for financial institutions and corporates, particularly in Europe where it is being mandated and looks at what the U.S. implications may be.

     

Members: Complimentary     Non-Members: $100


Data Visualization for Improved Communications

Credits 1.2 CTP/CCM | 1.2 FP&A

Treasury and Finance professionals are dealing with immense amounts of data and they are tasked with sharing information with others in their organization. They often have to place this data in a visual context and need to ensure the data is grasped as they intended. Research shows we more readily understand visuals, and businesses are demanding more and better visualization of data. Visualizations help people spot trends, anomalies, exceptions and outliers. However, we are not naturally good at presenting data visually. This course provides a grounding in basic data visualization concepts.

      

Members: Complimentary      Non- Members: $100