Webinars

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Upcoming Live Webinars

Looking for even more topics? Click here to view all of our Recorded Webinars.



Interest Rate Hedging Impacts to Capital Structure

Thursday, September 24, 2020 | 3:00- 4:00 PM ET
1.2 CTP/CCM | 1.2 FP&A | 1.2 CPE (CPE Field of Study: Finance)
Effectively aligning your organization’s capital structure and debt profile can be a strategic differentiator in curbing volatility and driving broader business objectives. Focusing on interest rate risk and its strategic importance this webinar explores best practices for addressing key challenges, such as when to issue additional debt, how to balance funding mechanisms and maturity profiles, how to evaluate and when to adjust your fixed to floating rate mix, and how best to manage interest rate exposures. Gain a holistic view of interest rate risk in the context of your organization’s capital structure objectives and the current market environment.

Learning Objectives

  • Understand the role of interest rate hedging within the context of your organization’s overall capital structure
  • Learn best practices for addressing key funding and interest rate risk management challenges

Amol Dhargalkar
Managing Partner, Board Member
Global Head of Corporates
Chatham Financial

Amanda Breslin
Managing Director
Treasury Advisory
Chatham Financial

Members: Complimentary     Non-Members: $100


Digitizing Payables and Receivables for All Business Sizes

Tuesday, November 10, 2020 | 2:00- 3:00 PM ET
1.2 CTP/CCM | 1.2 CPE (CPE Field of Study: Management Services)
Considering the disruption to physical operations and the challenges of a remote workforce, COVID-19 has exacerbated major weaknesses in check payments. Companies reliant on checks are experiencing cash management issues because it is difficult to get to the office to print and sign checks for vendors or collect and process checks from customers. However, companies with established digital programs are faring much better in executing payments remotely and are now looking to drive further digital transformation for the remaining check processes. But how do you get the small/mid-sized vendor, or customer, on board with electronic payments? Join AFP, Capital One and NACHA as we discuss the common obstacles and how to overcome them.

Learning Objectives

  • Understand the paper to electronic cost benefit savings using industry data
  • Determine a best practices approach for converting your paper payments to electronic

Tom Hunt, CTP
Director, Treasury Practice
Association for Financial Professionals
Chatham Financial

Rob Unger
Senior Director, eBilling and Payment
NACHAl

James Tucker
SVP TM Sales Strategy
Capital One

Members: Complimentary     Non-Members: $100


Economic Updates from the Federal Reserve Bank

Thursday, November 12, 2020 | 3:00- 4:00 PM ET
1.2 CTP/ CCM | 1.2 FP&A | 1.2 CPE (CPE Field of Study: Economics)
Join this webinar to hear from Renee Haltom, Vice President and Regional Executive, The Federal Reserve Bank. Renee will provide updates from a regional and national perspective on the economy shifts that are significant and indicators of change in certain sectors and provide a perspective on future outlook.

Learning Objectives

  • An overview of evolving trends in the national economy and key predictors that are used to show trends
  • A view on the US economy post-election

Renee Haltom
Vice President and Regional Executive
Federal Reserve Bank

Members: Complimentary     Non-Members: $100


Looking Past the Seat at the Table: Treasury in 2021 and Beyond

Tuesday, November 17, 2020 | 2:00- 3:00 PM ET
1.2 CTP/CCM | 1.2 CPE (CPE Field of Study: Management Services)
Attend this webinar to learn about the key highlights from the AFP Strategic Role of Treasury Survey. Determine where your treasury function is within the Treasury Maturity Spectrum and discover how the role of Treasury has expanded during the COVID-19 pandemic. We will also examine the gaps that exist within skills/competencies for treasury leaders and their teams during COVID-19 as well as those they need to build in the next three years. We will discuss the role of technology within treasury as well as address several Key Performance Indicators used to measure Treasury most effectively.

Learning Objectives

  • Benchmark your Treasury department and learn to develop a strategic mindset when approaching the Treasury role for your organization over the next three years
  • Take away new ideas to improve, manage and measure a Treasury department and to think strategically and get to the next level

Tom Hunt, CTP
Director Treasury Services
Association for Financial Professionals

Elizabeth St Onge
Partner
Oliver Wyman

Sassan Parandeh
Treasurer
ChildFund International

John D. Dourdis
Vice President & Treasurer
Conair Corporation

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