Virtual Workshops

Register by September 24, 2021 to receive complimentary access to both of the virtual conference workshops below.


Maximizing Treasury’s Impact in Today’s Companies

Wednesday, November 10, 12 - 5 pm ET

Today’s treasury teams exist in a fast-paced dynamic, made even more challenging by the shifts in strategy, stay at home orders and increased need for cash over the last 18 months. As a result, training and process improvement has taken a back burner. As Treasury positions for growth to return, now is the time to begin improving upon the skills needed to advance in training. This course will cover the disparate roles in Treasury, the key drivers that are transforming treasury as well as touching on the key skills of communicating out Treasury information across the organization. AFP research shows that communication and influencing people are the skills that are in most demand from today’s Treasury departments. All these skills will be presented through the lens of how Treasury can make a profitable impact on your company, a viewpoint your senior management team will appreciate.

Learning Objectives:

  1. Gain greater understanding of the roles in an impactful Treasury team
  2. Understand the skills that can elevate Treasury’s role within your organization
  3. Build relationships with internal partners through the communication and presentation skills

Financial Analytics: Effective Decisions with Critical Thinking

Wednesday, November 10, 12 - 5 pm ET

Finance professionals are no longer expected to only present the numbers and statements. Leadership is becoming more dependent on the finance team to provide thoughtful insights and decisions with the information it presents.

This course focuses on critical thinking skills, financial data analysis and systems thinking to improve value-added decision-making. Participants are introduced to performing value-added financial data analysis with a focus on critically analyzing data versus naive data gathering. Discussions evaluate the different methods utilized in the problem-solving process with an emphasis on situational awareness and continuous evaluation. Participants understand how to identify trends and “stories” in the data that are important for improved decision-making.

Learning Objectives:

  1. Recognize trends within data to determine potential actions and conclusions
  2. Determine the most effective ways to present conclusions and data analysis to specific audiences
  3. Learn to professionally present data analysis and prepare reports that clearly communicate key messages