Articles

CTP Profile: Learning the Importance of Treasury Knowledge
When Jun Jep Lee, CTP, business development executive for Triterras, got his start in corporate banking, he didn’t understand why it was so important to have knowledge of treasury. AFP sat down with Lee to discuss how that perspective altered quickly when he realized treasury's impact in every aspect of his day-to-day career.

04/11/2022

FP&A is the Forefront of Transformation
AFP recently spoke with Connagh Hopkins, head of Business Planning and Reporting for Western Power, as part of our spotlight on members of our APAC FP&A Advisory Council (FPAAC). Hopkins shared with us her perspective on using 'finance' to describe her role and her thoughts on educating others to see past assumptions of the description.

04/11/2022

Let’s Talk Practice: 8 Ways Finance is (Or Should Be) Different
We all know the stressors and challenges in our professional finance lives. The AFP's North American Financial Planning and Analysis (FP&A) Advisory Council (FPACC) recently had a conversation regarding how life in finance has changed and how to navigate these changes.

04/04/2022

Let’s Talk Talent: How is Finance Practiced Differently Now?
How has finance talent changed today? What changes have you noticed or consciously made in what you look for, or how have you trained your people up differently? AFP’s Asia Pacific FP&A Advisory Council considered this question at their February meeting, and what emerged was an understanding of a finance function in flux.

03/24/2022

FPAC: Developing a Career in FP&A
AFP recently caught up with Nozomi Abe, FPAC, financial analyst at Qualcomm in Japan, to discuss her decision to earn the FPAC, and how it has affected her life and career journey. The Certified Corporate Financial Planning and Analysis Professional (FPAC) designation is a set of core competencies for the corporate financial planning and analysis (FP&A) profession and a a global symbol of excellence.

03/24/2022

Treasury Profile: Leading Corporate Treasury in Pakistan
When Saima Jamil joined Transworld Associates in 2013, she took a job in the finance division where she dealt with the banks and related matters. At that point in time, the finance department was small and there was no formal treasury role, even though treasury activities were happening. The company started to expand and massively enhanced its core projects to the point where a formal treasury department was established.

03/24/2022

Treasury Profile: His Passion Led him to Corporate Treasury
After nine years in the banking industry, Colin Ho, CTP was ready to move on to his next career development challenge. What he came to discover is that he’s most passionate about taking on complex commercial challenges such as managing strategic liquidity requirements, financial risk management across foreign exchange, interest rate and other market risks and securitization financing.

03/23/2022

AFP Benchmark Survey Provides Valuable Insights into the Anything but Normal of Now
If there's anything we've learned in the past year, it's that there is no normal anymore. We at AFP realized that most of our members were going to be creating a budget or a forecast without a stable basis of comparison for operations due to market, talent and high supply chain disruptions. All of our historicals were thrown out of whack!

03/22/2022

Cutting Through the Hype: Pearson's AI-based Cash Forecasting Marvel
Cash forecasting is top of every financial professional’s mind, particularly as we continue to climb out of the coronavirus pandemic worldwide. In a recent webinar, “Cutting Through the Hype: Pearson’s AI-based Cash Forecasting Marvel,” Nicolas Christiaen and James Kelly, walk us through their journey to an AI-based cash forecasting system.

03/22/2022

New Partnership Prepares India’s Financial Professionals for FP&A Excellence
The Indian economy is expected to evolve rapidly in 2022 and beyond — and the call for knowledgeable and skilled financial planning and analysis (FP&A) professionals has never been greater. These strategic thinkers have risen to the role of essential business partners, and their influence and value are expected to be sought by corporations throughout the APAC region for the foreseeable future. And, with the right credentials, financial professionals in India can expect to rise in their organisations to fill these essential talent gaps.

03/17/2022

How One Ukraine Treasurer is Faring Under Russian Invasion
How are our peers in Ukraine’s treasury and finance profession faring? This is a question we’ve all been wondering as we watch the world news each night, read the latest headlines and, for those of us who are operating outside the warzone, offer a moment of gratitude.

03/11/2022

The Road Less Traveled: From Chemical Engineer to Director of FP&A
Comprised of top FP&A professionals from around the globe, the FP&A Advisory Council aids AFP’s staff in understanding current and developing areas of focus pertinent to FP&A, allowing us to better serve our association members. In this month's profile we spoke with Raja Ramachandran, MBA, FPAC, CTP, CMA, director of global FP&A for Owens & Minor.

03/07/2022

In an Ownership Culture, People Spend Money Like It's Their Own
When we talk about changing culture in an organization, it rarely starts with finance, but maybe it should. Why? Because finance has a significant impact — good or bad — on the culture of any organization. In an ownership culture, people spend money like it's their own, and that leads to more discipline. And it leads to more willingness to invest in good things.

03/07/2022

Bringing Swing Pricing to U.S. Money Market Mutual Funds
Swing pricing is widely used in Europe to regulate money market mutual funds. If instituted here in the U.S., funds would be required to adjust their share prices to reflect transactions costs. During periods of heavy withdrawals, that would also include the effect of selling assets that are less liquid.

03/01/2022

Reconstructing the Hierarchical Pyramids: A Dell Case Study
What do the ancient pyramids of Egypt and corporate hierarchies have in common? They have both existed for as long as civilization, they require a large base to support the apex, and neither is the best way of building for the future. Just as technology has been empowering our personal worlds with faster, cheaper, and more democratized access to knowledge, the same is happening in the corporate world.

02/28/2022

Illuminating Best Practices for Effective and Compelling Data Visualizations
We work in FP&A, analysis is in our name and DNA. We should be presenting insights, and visualizations are effective forms of communication, to elevate our work from good to great. AFP set out create a webinar series that shows in practical terms what can be created through a reporting renovation, with graph glow-ups and charting conversions.

02/22/2022

Pioneer of Organizational Psychology Set to Headline AFP 2022 in Tuesday Keynote
How can we find motivation and meaning, rethink assumptions and live more generous and creative lives? Just ask Adam Grant. By way of prolific and passionate writings, talks and teachings, Grant is helping us rethink leadership, work and life. And this year, he’s also the AFP 2022 Tuesday Keynote.

02/22/2022

AFP Announces Formation of APAC Treasury Council
The Association for Finance Professionals (AFP) opened its Asia office in Singapore in June 2019 seeking to better connect with and serve finance professionals in the Asia-Pacific region. This year, we formed the APAC Treasury Council to further our understanding of the unique challenges and needs within the region.

02/14/2022

Build Design Thinking Into Financial Processes
What does design have to do with finance? Finance has the ability to design processes that derive more value for themselves and their business partners with lower pain points and increased efficiency by applying design thinking principles.

02/11/2022

Finance: Turning Purpose Into Performance
Xin Gan, finance controller for Valeo Service China, is a current member of AFP’s Financial Planning and Analysis Advisory Council (FPAAC), which is instrumental in the delivery of relevant and timely content to the membership and community. We recently spoke with Gan about his management style and the impact and importance FP&A has had on his skillset.

02/02/2022

Tips and Tricks for Writing a Speaker Proposal that’s Ready for Primetime
Speaking at a national conference of your peers is a great recognition of your hard work and success. Lots of proposals will be submitted for AFP 2022, so how can you make sure your topic shines and gets strong consideration?

01/31/2022

Tools for Developing Collective Thinking on Your Team
All too often, in a desire to get along or breed consensus, teams get mired in groupthink. This is dangerous as it can lead to poor decision-making based on a very narrow perspective. When we think collectively — also referred to as cognitive diversity — we use the creativity, knowledge, and experience of everyone around us to tackle an issue. When asked how we go about encouraging this in the workplace, Warren Hatch, CEO of Good Judgment, offered some advice, which started with creating the right environment.

01/31/2022

You Love It, You Hate It: KYC Compliance at the Forefront
KYC, know your customer, you hear the term all the time, but what is it? In a recent webinar titled “Enhancing KYC Compliance,” Bea Salvidar, CTP, Global Payments and Treasury advisor for Kyriba, and Tom Hunt, CTP, director of Treasury Services, AFP, tackled this top-of-mind subject.

01/25/2022

“I Want To Motivate My Team” - An Interview With Eric Ellis
AFP sat down with Eric Ellis, past council chair and a member of AFP’s Financial Planning and Analysis Advisory Council (FPAAC). Ellis is currently the interim CFO of the National Restaurant Association. Learn how FP&A prepared him to be a CFO and what insight he's gained along the way.

01/24/2022

AFP Announces 2022 Asia-Pacific Advisory Council
The overall objective of FPAAC is to establish a networking and advisory group for FP&A practitioners from APAC organizations to discuss best practices, common challenges and innovative initiatives, as well as network with their peers. The council members have contributed their time and effort to creating a regional conference, webinars, and a string of articles illuminating best and emerging practices.

01/19/2022

AFP Announces New Members to the North American FP&A Advisory Council for 2022
We are pleased to announce the members of AFP’s 2022 Advisory Council. These members represent a broad cross section of industries, size, and ownership structure, and are selected based on their contributions to the FP&A practice, expertise in specific areas, and desire to contribute to the advancement of their peers.

01/19/2022

Making the Case for Bank Fee Analysis
At AFP 2021, two treasury experts took on the subject of bank fee analysis, helping participants see not only the benefits, but also the history, global implications — and the way forward.

01/12/2022

The Mission, Model and Management of Value-focused Finance
How should we think about — and position — all the changes that we talk about in finance and FP&A, digital transformation and business partnering?

01/11/2022

CTP: Demonstrating Expertise in Treasury Operations
AFP recently caught up with Rohit Raj, CTP, digital manager at HSBC in India, to discuss his decision to earn the CTP, and how it has affected his life and career journey.

01/10/2022

SOFR Loans Are Here: What You Need to Know Now
The first thing to know is that SOFR is pronounced like "gopher" and not "So Far," but since we kicked-off 2022, so far, so good.

01/10/2022

Where Are You in Your LIBOR Transition Plan?
That is the question on the minds of treasury professionals the world over. Organizations are all over the spectrum, from having addressed their exposures and being done to not having started yet, “after all, we have until 2023.” With the arrival of the new year, is there anything wrong with the latter?

01/04/2022

What We Learned in 2021 That Informs 2022
The AFP FP&A Advisory Council (FPAAC) met to reflect on 2021 in an effort to prepare for 2022 and beyond. In this discussion among practitioners, the key lessons were around agility and resilience, and taking care of those around you. The resulting conversation reads like a list of new year’s resolutions for FP&A. Enjoy!

01/04/2022

AFP Survey Finds Flexible Work Environments Are Top of Mind for 2022
Are you wondering what 2022 will bring in terms of changes to the workplace? AFP surveyed those attending AFP 2021 (in-person and virtual) and received responses from 111 attendees. The five-question survey focused on career management and preference regarding work environment. Following are some of the key results.

01/03/2022

Answering the Big Question: How to Spend on Cybersecurity?
In a recent webinar with Franklin Donahoe, CEO of Lynx Technology Partners, titled “How to Spend on Cybersecurity,” Donahoe helped us understand how to assign value to our information assets and to think about the tools we might want to use in order to budget, as well as what we want to spend and how to make the right dollar investment in our information security.

12/16/2021

CTP: The Journey to an Adaptive Mindset
AFP recently caught up with Joris M. Chevaux, CTP, treasury manager for Sephora Asia, located in Singapore, to discuss his decision to earn the CTP, and how it has affected his life and career journey.

12/15/2021

The AFP FP&A Momentum Index: Results from Q4
The AFP Momentum Index survey was developed by members of the AFP FP&A Advisory Council, finance practitioners representing various industries and companies. It is administered by the Research Department of AFP, and the data is from a survey of independent FP&A practitioners. The Index has a single composite score based on three individual sub-scores that will be tracked over time.

12/13/2021

Adding Bitcoin to the Balance Sheet: The MicroStrategy Strategy
What is the role of bitcoin in a corporate treasury? Read the recap of the AFP 2021 Treasury Management track session titled, “Why Corporate Treasurers May Consider Bitcoin.”

12/07/2021

AFP 2021 Payments Hub Keynote: Integrate Open Banking into Apps to Enhance Financial Service Offerings, Say Experts
Recap of the AFP 2021 Payments Hub Keynote, sponsored by Wells Fargo and Brinks, Bruce Edlund, assistant treasurer at Citrix Systems, and Chris Noe, senior vice president of Digital Management at Wells Fargo.

12/06/2021

In Uncertain Times, Apply Generalist Advantages
AFP 2021 FP&A Keynote Speaker, Vikram Mansharamani, says that today’s challenges are more akin to mysteries rather than puzzles, and that a generalist approach can navigate uncertainty better than specialists.

11/30/2021

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