Networking Events

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Meet with the right people to accomplish your goals through topical roundtables, receptions and bonus experiences.

Some programs have eligibility requirements and are subject for review. Networking events are subject to change.


Events

Canadian Reception

Limited to corporate practitioners.

 

FP&A Reception

Limited to corporate practitioners and/or FPAC credential holders.

 

Payments Mixer

The Payments Hub is Sponsored by American Express. Limited to corporate practitioners.

 


Topical Roundtables

 

Executive Roundtables


Monday 10/27/25 | 8:30AM – 9:30AM 

Setting and Maintaining an AI Policy in Treasury and Finance 

AI is a rapidly growing and evolving technology and the advent of Agentic AI, how will you prepare your staff to harness the technology but also protect the company’s sensitive data? Join your executive practitioner peers to discuss the ramifications of AI in treasury and finance, the importance of having a Data Policy and working with internal partners to develop and maintain a plan for your team.

 

Sponsored by Clearwater Analytics. Restricted to executive-level corporate practitioners. 

 

 

Tuesday 10/28/25 | 2:00PM – 3:00PM  

Cash Concentration Across Borders

This interactive roundtable discusses the nuances of concentrating cash in countries that are more complex, have strict regulatory rules and/or have limits on currency flows. Join your executive practitioner peers to discuss the tools available in working with your banking partners, technology providers of key internal stakeholders. Additional discussion includes what approaches leaders may be taking to their organization’s structure as well.

 

Restricted to executive-level corporate practitioners.

 

FP&A Roundtables


Tuesday 10/28/25 | 10:30AM – 11:30AM

From “No” to “Let’s Go”: Building a Stronger Partnership Between Finance & Revenue Teams

Finance and Sales don’t always speak the same language, and that can make collaboration tricky. In this open discussion, we’ll break down the walls between Finance and revenue-generating teams like Sales, Marketing, and Customer Success. How can we move beyond just being the “numbers people” and become true business partners? How do we manage “sandbagging” versus a true forecast? We’ll swap stories, share what’s worked (and what hasn’t), and talk about practical ways to build trust, improve forecasting, and influence decisions – without being the team that just says “no.” Come ready to share, learn, and walk away with ideas you can apply right away!

 

Restricted to corporate practitioners.

 

Treasury Roundtables

 

Sunday 10/26/25 | 2:15PM – 3:30PM

Cash Management & Investments: Current Practices, Trends, and Strategies

As market rates soften from their peaks and global currency volatility is increasing, what are your thoughts about managing your corporate cash and short-term investment portfolio? This open forum where Corporate Practitioners and industry leaders are invited to engage in an informal discussion about current practices, changing trends, and strategies for managing cash and short-term investment portfolios around the world. Attendees are encouraged to address issues, opportunities, concerns, tools and strategies, as well as the risk mitigation efforts they are currently employing or considering for the future.

 

Restricted to corporate practitioners.

 

Payments Roundtables

 

Monday 10/27/25 | 1:45PM – 2:45PM   

Rethinking Card Acceptance to Tackle Rising Costs and Alternatives

As interchange fees and hidden charges skyrocket, the cost of accepting card payments is becoming unsustainable for many businesses. For most companies, however, rejecting card payments is simply not an option. To combat the rising costs, some organizations are adopting surcharging, while others are exploring innovative alternatives such as Pay By Bank and stablecoins. But are these solutions truly the answer? In this engaging roundtable, share your experiences, concerns, and innovative strategies for navigating the challenges of card acceptance fees. Engage with peers in discussions on practical solutions, from implementing surcharges to integrating next-gen payment methods that could help lower costs.

 

Sponsored by Huntington Bank. Restricted to corporate practitioners.


Tuesday 10/28/25 | 2:00PM – 3:00PM   

Crushing Payment Headaches

We often hear that it’s an “exciting time” for payments, right? Then why does payment processing often feel like a headache? What should be a simple, painless process is often complicated and relentless. This interactive roundtable gives you the chance to vent your frustrations with payment processing challenges while gaining sound advice on how to alleviate those pains. Insights from your peers provide the solutions you need, empowering you to return to your organization with the knowledge to crush those payment headaches once and for all.

 

Restricted to corporate practitioners.

 

Industry Roundtables

Sponsored by Fifth Third Bank. Limited to corporate practitioners.

 

FP&A Symposium

 

Sunday 10/26/25 | 2:15PM – 3:30PM

The Art of Optimization: Making Every Dollar Count

Cost management isn’t just about spending less – it’s about spending smarter. This interactive roundtable explores how finance can help organizations optimize resources, eliminate inefficiencies, and ensure every dollar drives impact. How do we strike the right balance between financial discipline and business growth? What strategies actually work when influencing teams to prioritize value over simple cost reduction? Join this open conversation to share experiences, trade insights, and take home practical strategies for driving efficiency without stalling innovation.

 

 

Payments Fraud Symposium

 

Sunday 10/26/25 | 2:15PM – 3:30PM

Confronting the Evolving Threat Landscape

Fraud is no longer a static threat — it’s evolving at lightning speed, infiltrating every corner of the business world. From traditional schemes like check fraud and business email compromise to advanced tactics fueled by generative AI and deepfake technology, fraudsters are relentlessly adapting. The 2025 AFP Payments Fraud Survey reveals an alarming surge in attacks, underscoring the need for corporate treasury and enterprise payments teams to stay ahead of the curve. At this year’s Payments Fraud Symposium, hear directly from corporate practitioners and experts on defending against these sophisticated schemes. Gain actionable insights into the latest fraud trends, strategies and technologies to protect payment channels and safeguard your organization against emerging threats.

 

Sponsored by Nacha. Restricted to corporate practitioners.

 


Experiences

Headshot Studio

 

Puppy Park

Sponsored by Fidelity

 

Golf Simulator

Sponsored by Rippling