Career Development

CTP/CCM & FPAC Credits Reporting

If you submitted evaluations for sessions attended at AFP 2023 your CTP/CCM and/or FPAC credits will be uploaded to your recertification record by 12/31/2023.  If you did not submit evaluations for the sessions you attended, please self-report the qualifying credits to your recertification record.

CPE Credits Request (CPAs)

If you did not previously submit a CPE Credits Request for sessions attended, please email your request to [email protected] referencing the Session Title and Session CPE Code (provided at the end of the session).  A CPE confirmation will be emailed to you once the CPE Code is verified.

Boardroom Personalities

Misunderstanding personalities can undermine your professional efforts — unless you know how to turn conflicts into personality connections. This interactive session is designed to help treasury and finance professionals understand their own—and others’—core personality types in order to bridge gaps and create successful interactions. Attendees master the unique dynamics of Boardroom presentations—part dialogue, part presentation and part improvisation—and stakes are high. Additionally, the session explores ways to identify different personality types through verbal and non-verbal cues; and illustrates how to make critical modifications to your approach that will help you successfully motivate and manage potential conflicts before they arise.

Speakers: 

Using Force Multiplication to Improve Your Bottom Line 

In military special operations the term force multiplication describes the ability of a small team to defeat an enemy that greatly outnumbers them by effectively combining their skills, extensive training, strategic planning, and resources. Likewise, the force multiplication model can be applied to the business world – accomplishing more with less – to achieve greater success.  This session explores how treasury and finance leaders can implement this concept to pivot and make impactful decisions in their day-to-day operations.

Speakers: 

John Sanchez, Managing Director, The FPA Group
Christian Wattig, Managing Director, FP&A Prep

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Vibe Check:  Insights from Gen Z and Millennials for Thriving Through Turbulent Times  

The current generation of treasury and finance professionals are adapting to an uncertain job market, changing economic factors, and the shifting expectations of a virtual and hybrid business environment. This enlightening discussion focuses on how the Gen Z and Millennial workforce has learned to reset, navigate through downturn scenarios, and find new paths and opportunities by upskilling, pivoting professionally, and utilizing the resources not previously available to prior generations. Attend this session to gain valuable tips for increasing marketability, building resilience, upskilling, and leveraging resources to become more “recession-proof” and positioned for new career opportunities than ever.

Speakers:  

Laura Wang, Executive Director, Standard Chartered Bank
Hyemin Kim, Treasury Strategy, Stripe
Adrian Garcia, Treasury Americas & Global Corp. Card Lead, CBRE

APPROVED CREDITS:  CTP/CCM  1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study PD

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Increase Mental Resilience to Boost Creativity, Problem-Solving & Strategic Thinking Power Skills

Change is inevitable and can negatively impact our mental and emotional well-being. As a result, burnout, stress, and change-fatigue levels have reached an all-time high, leading to decreased creativity, problem-solving, and strategic thinking skills. The consequences of these power skill deficits are tangible and can impact an organization's bottom line. This session provides practical, actionable steps to help attendees improve their mental resilience, reduce stress, and enhance their creativity and performance. By building and boosting individual agility and team resilience, practitioners can better adapt to change, drive creativity, and increase company performance and profitability.

Speakers: 

Cait Ross Murphy, CEO & Founder, Potential Haus

APPROVED CREDITS:  CTP/CCM  1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study PD

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Perspectives on Career Advancement in Treasury and Finance

The finance and treasury professions are fortunate to include many remarkable and diverse individuals who have tremendous track records of achievement who have overcome various challenges along the way. Every person’s story is unique as it relates to opportunities, hurdles, natural gifts, acquired skills, and access to mentors and other resources. In this session, a diverse panel of successful women provide advice for the next generation of treasury and finance leaders while discussing how they have navigated their career paths, the challenges they have overcome and the goals they are setting now.

Speakers: 

Aza Jow, Senior Director, Assistant Treasurer, The Cooper Companies Inc.
Joanna Oliva, SVP & Chief Financial Officer, CLIQ
Bryan Richardson, CTP, Founding Partner, LeanUp, LLC
Summa Simmons, CTP, Associate Vice President, Treasury, Victoria's Secret & Co.

APPROVED CREDITS:  CTP/CCM  1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study PD

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Prioritizing Well-Being:  Strategies for Communicating with More Empathy in ANY Situation

Fostering an environment of psychological safety and well-being through more compassionate communication can boost performance in healthy ways and enhance your bottom- line. However, with so many interactions in the run of a day, it’s reasonable to expect that some of them are going to be difficult. Whether these conversations are with staff or stakeholders, there are emotional intelligence (also called EQ) tactics to ensure conversations go more smoothly for all involved. In this session, Leadership Communication Strategist, Shakira M. Brown, delivers valuable insights to manage difficult conversations and shares tools to avoid the headaches that come from miscommunication and misunderstandings.

Speakers: 

Shakira M. Brown, Leadership Communication Strategist & National Professional Speaker, SMB Strategic Media LLC

APPROVED CREDITS:  CTP/CCM  1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study PD

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Accelerating Change:  Actions to Support Diversity, Equity and Inclusion in the Finance Industry

A rapidly transforming finance industry demands new capabilities and innovation. Research supports that a more diverse workforce and culture of inclusivity can drive business results by increasing creativity, innovation and profitability. In this engaging discussion, panelists review considerations, best practices and initiatives that can have a measurable impact on an organization’s DE&I goals. This includes organizational policies and programs that support employees, clients and their communities, and how to create and foster a pipeline for the new generation of diverse treasury and finance talent.

Speakers: 

Vidhi Jain, Global Treasurer, Qualtrics
Kimberly Kelly-Lippert, CTP, Manager, Treasury Operations, American Honda Motor Company
Sonya Rorie, Deputy Chief Diversity Officer, Allspring Global Investments
Devin Vigil, Head of Treasury, DPR Construction

APPROVED CREDITS:  CTP/CCM  1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study PHR

So, You Want to be a Treasury or Finance Social Media Influencer?

Social media offers treasury and finance professionals the opportunity to showcase their subject-matter expertise, to be an influencer for their industry and expand their professional network. However, many financial professionals are hesitant to engage with social media due to the many unknowns, a lack understanding of its value, or the fact that their organization may have policies against engagement with it. Join social media experts and influencers to gain insight on the many positive applications for social media, including promoting thought leadership, being a corporate brand ambassador, getting a new job and building your personal brand.

Speakers: 

Laurel Egan Kenny, MSCM, MBA, President, Turningpoint Communications
Tatiana Kuznetsova, Director - Treasury and Cash Cycle Transformation, Baptist Health Care
Seth Marlowe, CTP, Sr Director, Head of Treasury Strategy & Product Innovation, Synovus
Nicole Meyer, Founder & Managing Partner, The Meyer Partnership

APPROVED CREDITS:  CTP/CCM  1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study PD

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Revitalizing Employee Engagement in a "Quiet Quitting" World

"Quieting quitting” is the buzzword following in the wake of The Great Resignation. The impact of employees who are emotionally and psychologically disengaged, even if they are physically present, can be significant including reduced productivity and low morale. This can result in financial costs, disruption, and demoralization for any organization. In this session, leaders at all levels can learn science-backed, evidence-based principles, practices and power skills to create a workplace culture that fosters engagement and productivity. Attendees gain insights into strategies for fostering genuine cross-sectional collaboration, thus dissolving informational silos, and establishing rituals and routines that generate a sense of belonging within the organization.

Speakers:  

Robin Johnson, Founder/Owner, Robin Learning Systems 
Kristie Ondracek, Chief Financial Officer/Chief Operating Officer, TXCPA Houston

APPROVED CREDITS:  CTP/CCM  1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study PD

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Achieving Career Success in the New Hybrid World of Remote and In-Person Teams

The shift to remote work has presented several challenges for treasury and finance professionals, ranging from access to technology, unequal participation in meetings, onboarding of new employees, and difficulty maintaining social connections. An experienced panel of practitioners discusses the methods they have employed to address these challenges and the lessons learned while trying to engage talent, foster creativity and preserve company culture between fully remote, hybrid and in-person team members.

Speakers: 

Joel Campbell, Chief Financial Officer, TreviPay
Lee-Ann Perkins, CTP (CD), Assistant Treasurer, Specialized Bicycle Components, Inc.
Mike Richards, CEO & Founder, The Treasury Recruitment Company

APPROVED CREDITS:  CTP/CCM  1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study PD

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The Secret to Impactful and Compelling Financial Presentations

Ensuring your message makes an impression on those receiving it isn’t rocket science, but there are proven methods to make you more successful. This highly interactive session is designed to help you craft more meaningful messages using scenario-based group activities to put the skills you will acquire into practice. You’ll learn impactful opening techniques and memorable closing tactics that will transform your presentations into powerful narrative that resonates with your audience. Attendees benefit from peer feedback and expert advice and can expect to walk away with new skills and added confidence.

Speakers: 

John Sanchez, Managing Director, The FPA Group

APPROVED CREDITS:  CTP/CCM  1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study PD

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