Proposal & Session Guidelines

Submit Your Proposal

Proposal Guidelines

All Proposals Must Include:

  • Title
  • Description
  • Topic Area/Track
  • Learning Objectives/Key Take-aways
  • Proposal Format
  • Suggested Length
  • Speaker Names, Titles and Bios
  • At Least One Corporate Treasury or Finance Professional as a Co-Speaker

There must be at least one speaker included on every proposal. The name of the corporate practitioner is not required for submission; however, there must be an indication of the type of practitioner that is planned for the speaking slot. In cases where similar proposal topics are being evaluated, proposals that include identified practitioner speakers are considered to be a more complete submission.  

AFP 2021 Educational Sessions are a non-commercial venue offering unbiased information to attendees. Sales pitches for products or services in the proposals are strictly prohibited and will be rejected immediately.

The deadline for proposals is COB February 26, 2021. Proposals are selected by a task force of senior corporate treasury and finance practitioners. Decision notifications for all proposals will be delivered in early April.

Knowledge Types:

Sessions will be categorized in one of three knowledge types based upon the makeup of their content. Those knowledge types are:

  • Operational: Session content is meant to improve skills and tactics for addressing challenges in the treasury and finance space.
  • Strategic: Session content is meant to drive organizational change and strategy.
  • MindShift: Session content features topics whose content is disruptive in nature.

Session Formats:

You will be asked to select a format for your presentation, and to form the content of your presentation around it. Please see below for the format choices:

  • Campfire Session: Presentations with interactive discussion with the audience. Facilitators bring prepared remarks and targeted questions to pose to the audience to stimulate the conversation, supporting those in attendance to learn from the speaker(s) as well as others in the room.
  • Case Study: Analysis of persons, groups, events, decisions, periods, policies, or other systems that are studied holistically by one or more methods.
  • Innovation Series: Short, carefully prepared talk or demonstration focused on new strategies, processes or techniques that impact the treasury or finance industry, foster learning, inspire or support personal development.  The typical session should be an up to 20-minute talk by a single presenter followed by 5 - 10 minutes of audience Q&A.
  • Interview or Moderated Discussion: May feature an expert who is confident with addressing a whole range of questions and a skilled moderator who can lead an engaging discussion and moderate audience Q&A.
  • Expert Lecture: Speaker(s) present in standard lecture format, with time for audience Q&A at the end.
  • Panel Discussion: An informed discussion and/or debate on a topic by up to three people with contrasting or complementary points of view, moderated by a chairperson, with time reserved for audience participation, questions, and comments.
  • Simulation: Speakers present business scenarios, display possible choices for the audience to make in response, record the audience decisions, and discuss these findings under the framework of effective change management. (May not be a product or service demonstration).
  • Roundtable: Facilitator(s) begins by presenting an idea to the audience. After this brief overview, the focus shifts to the audience broken out into groups. Exchange ideas with your peers, then join in a bigger conversation with the entire group, led by the facilitator(s).

If accepted, the description will need to be edited to align with AFP stylistic and brand standards.  We would prefer a more thorough and specific description for the task force’s review in order to ensure an understanding of the topic to be presented.

Session Guidelines:

  • 30 minute sessions may have a maximum of two speakers
  • Sessions may have a maximum of three speakers
  • Sessions may have up to three speakers, plus a moderator
  • Only ONE financial institution representative or consultant is permitted per session

Session Descriptions Should Include:

  • A clear and concise explanation of the strategic motivations for developing or implementing the particular solution, and how this solution continues to drive business results.
  • A clear view of what tips, skills or strategies one would acquire from attending this session.
  • A discussion of the cost savings and/or revenue enhancement; quality improvement; risk reduction; and improved efficiency and/or productivity as appropriate.

Additional Session Information:

All speakers must agree to provide a robust, substantive presentation deck to accompany their session, regardless of the format. The presentation must be presented on the PowerPoint template that AFP provides.

AFP’s mission is to provide unbiased educational content for its members and certification holders, who make up the majority of the audience. Speakers must not engage in any sort of sales activity during their session. Sales activity is reserved for the exhibit hall and for the numerous networking activities AFP provides.

Prohibited Sales Activities Include:

  • Product demonstrations of any kind.
  • Extensive highlighting of any product or service and contrasting it with others.
  • Brochures or Flyers with sales take-aways will be digital and available through the planner.
  • Conducting sign in sheets, mass collection of business cards or roll call.