Career Development

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Saturday, November 6

No sessions matching this criteria
09:00 AM09:15 AM Career Development
Expert Lecture
Virtual

Everything You Need to Know About the CTP Exam


AFP’s Certified Treasury Professional certification signifies your mastery of a rigorous body of treasury, cash and risk management knowledge and is viewed by employers as a best practice for finance departments. Practitioners answer your questions and discuss why they chose to earn the CTP, how they prepared for the exam and the benefits of holding the credential.

Speakers

Stacy Saul, Director, Certification, AFP

Credits:
CTP N/A | FPAC N/A | CPE N/A | CPE Field of Study: N/A

Monday, November 8

No sessions matching this criteria
09:30 AM10:30 AM Career Development
Expert Lecture
In-Person

The Deadly Sins of Presenting Numbers: Avoiding Fatal Communication Errors


Communication skills are critical to success in almost any profession. For treasury and finance professionals, insights into data are often the most important information they are conveying. In every communication, small, seemingly innocuous errors such as misspellings, mispronunciations, and nonverbal signals can have a devastating impact on your ability to communicate effectively. The most damaging of these errors can even affect your relationship with your audience. This entertaining session offers a tour through those data presentation errors that can negatively impact your ability to influence decision making and even your status as a trusted advisor.
Speakers

Randall Bolten, CFO, Lucidity

Credits:
CTP 1.5 | FPAC 1.5 | CPE 1.5 | CPE Field of Study: COMM
11:30 AM12:45 PM Career Development
Campfire
In-Person

Diversity, Equity & Inclusion: Developing Talent Across Differences


In a post-pandemic world, where revenues and liquidity have been disrupted, organizations cannot afford to turn their focus away from investing in diversity, equity, and inclusion? Employees who are “different” from their managers have more difficulty finding mentors and sponsors, feeling valued, connected and inspired as meaningful contributors, and gaining equitable access to visible assignments and growth opportunities. As a result, their career progress may stall. This session shares strategies to help leaders better advocate for diverse talent and drive initiatives that have proven to be effective in creating a more inclusive work environment that maximizes problem solving and increases productivity.
Speakers

Laura Fox Barnes, Senior Treasury Manager, Allegis Group, Inc.

Wendy McSweeney, Chief Diversity, Equity and Inclusion Officer, Truist Bank

Katie Saez, CTP, SVP, Treasury Solutions, Truist Bank

Credits:
CTP 1.5 | FPAC 1.5 | CPE 1.5 | CPE Field of Study: PHR
03:00 PM04:00 PM Career Development
Campfire
In-Person

Communication Rehab: Seven Tips from a Recovering Accountant


Communication skills are consistently rated among the most vital skills, more than any other skillset, that are responsible for our success at all levels. The impact of the global pandemic has only heightened the importance of being able to communicate effectively. Often thought to be an immutable or inherent trait, communication is an attainable and learnable skill. This session outlines seven principles attendees can quickly master to improve the impact and effectiveness of their communications to ultimately become a better leader and influencer.
Speakers

John Sanchez, Managing Director, The FPA Group

Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: PD
03:00 PM04:00 PM Career Development
Campfire
In-Person & Virtual

Your Virtual Meetings Are Killing Collaboration: How to Reach Everyone Who Attends


When it comes to collaborating, we have a love/hate relationship with virtual meetings. Research shows only 20% of people show up engaged for these. This means leaders don’t get the information they need. Employees don’t share innovative ideas. And the organization loses money and misses opportunities. How can treasury and finance leaders design and lead meetings so everyone comes prepared, contributes and follows through? This interactive workshop shows you how to leverage three powerful neuroscience tools—the Rule of Three, the Rule of 20 and the Rule of Seven—to reinvigorate your approach to collaboration.
Speakers

Lynne Franklin, Principal, Lynne Franklin Wordsmith

Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: PD

Tuesday, November 9

No sessions matching this criteria
09:30 AM10:30 AM Career Development
Expert Lecture
In-Person

Recover, Rebuild, Reinvent: The ROI of Organizational Resilience


From pivoting “on a dime” while transforming existing business models during Covid-19 lockdowns, to halting and reversing a multi-year precipitous drop in market share on a cash-cow product, to staying connected and engaged with employees suddenly working from home, the building blocks of organizational resilience are core for surviving during times of uncertainty. Resilience is the ability to overcome, navigate through, bounce back, and grow while facing adversity. Resilience is made up of buildable skills, and developing it directly leads to enhanced problem solving, flexibility, and creativity. This engaging discussion presents evidence-based tactics and strategies that treasury and finance leaders can employ at all levels of the organization that are proven to enhance organizational well-being.
Speakers

Robin Johnson, Founder/Owner, Robin Learning Systems

David Fales, Founder, Wyoming Authentic Products LLC

Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: PD
11:30 AM12:45 PM Career Development
Panel Discussion
In-Person

Attract the Right Talent: Be the Workplace of the Future


Workplace change, when done well, can be a tremendous employee motivator and can create strong employee engagement. Organizational change should be positioned to effectively attract, grow and retain the right talent that helps organizations grow and compete successfully against current and emerging competitors. This session discusses best practices for leading workplace change efforts and how it relates to the employee experience, collaboration and talent development. Additional insights include identifying the key considerations that can make or break workplace transitions, how to better understand your workforce, and how to effectively leveraging change management strategies with both internal and external stakeholders.
Speakers

Kara Kaiser, Head, US Corporate Real Estate, BMO Harris Bank

Tracie Morris, US Chief Human Resources and Inclusion Officer, BMO Harris Bank/BMO Financial Group

Ram Srinivasan, Managing Director, JLL Consulting

Credits:
CTP 1.5 | FPAC 1.5 | CPE 1.5 | CPE Field of Study: PHR
02:00 PM02:30 PM Career Development
In-Person

Why the Certified Treasury Professional Credential (CTP)?


AFP’s Certified Treasury Professional certification signifies your mastery of a rigorous body of treasury, cash and risk management knowledge and is viewed by employers as a best practice for finance departments. Practitioners answer your questions and discuss why they chose to earn the CTP, how they prepared for the exam and the benefits of holding the credential.
Speakers

Caitlin Hennessey, Certification Manager, AFP

Sherri Speaks, Senior Manager, Treasury Operations, John Bean Technologies Corp

J.D. Penner, CTP(CD), Offering Manager - IBM Payments Center, IBM Consulting

Credits:
CTP N/A | FPAC N/A | CPE N/A | CPE Field of Study: N/A
02:45 PM04:00 PM Career Development
Expert Lecture
In-Person

Your Personal Brand and Digital Emotional Intelligence (Digital EQ)


Today, everyone is a personal brand, a digital footprint that follows you wherever you go and that creates a lasting emotional impression about what you believe and why you do what you do. Interacting within your organization remotely, whether educating colleagues to your point of view or persuading them to take a course of action, requires digitalEQ, the ability to evolve and apply emotional intelligence through digital channels. Learn how you can hone your digitalEQ to foster emotional connections that drive long-term, rewarding commitments and relationships with clients and colleagues alike.
Speakers

Sheri Fitts, CEO | Keynote Speaker | Podcaster, Sheri Fitts & Co.

Credits:
CTP 1.5 | FPAC 1.5 | CPE 1.5 | CPE Field of Study: PD
02:45 PM04:00 PM Career Development
Campfire
In-Person

Leadership Coaching as an Organizational Intervention for Improving Relationships


Constant change and evolving organizational structures in response to Covid-19, are confronting treasury and finance professionals working in remote teams. Through case studies of real-life challenges experience the transformative impact of leadership and group coaching to improve working dynamics and relationships. This one-of-a-kind session highlights coaching as an effective means of enhancing self-awareness to align teams and objectives in delivering work priorities.
Speakers

Lana Bader-Kodsi, CEO, LeadershipLAB LLC

Credits:
CTP 1.5 | FPAC 1.5 | CPE 1.5 | CPE Field of Study: PD

Thursday, November 11

No sessions matching this criteria
01:00 PM02:00 PM Career Development
Panel Discussion
Virtual

Supplier Diversity: From Ideas to Action


How far does your organization’s pledge of diversity and inclusion go, and do you know how to put commitment into action? Often working closely with the departments that are integral in the disbursement of funding to suppliers, treasury and finance professionals are in a unique position to support the integration of a supplier diversity program. The Small Business Administration estimates there are approximately 8 million minority-owned companies in the U.S. that generate 400 billion in economic output, which means the opportunity for organizations to make an impact is great. Attend this eye-opening discussion to learn how to lead and support the process of setting up a supplier diversity program in your organization.
Speakers

Carol Attak, Senior Manager, Global Supplier Diversity and Sustainability, BMO

J. Harold Hatchett, III, President and CEO, Tier One Property Services

Anthony Hudson, Regional President, BMO

A. Denise Malloy, Global Vice President of Diversity & Inclusion, Johnson Controls, Inc.

Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: BMO