Career Development

Start Planning Your AFP 2018 Schedule

The Evolution of a Great Numbers Presentation

Presenting numerical information is a communication skill, and your numbers must tell a story. Just getting the numbers right is only 10% of your job, just as spelling your words correctly is only a tiny part of a writing challenge. With the backdrop of a common valuation and acquisition scenario, attendees learn techniques and walk through the steps needed to turn a meaningless pile of numbers into a coherent narrative that bolsters the presenter’s reputation as a deep business thinker and not just a number cruncher.

Speaker(s)

Randall Bolten, CEO, Lucidity

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: COMM

Developing High Potential Talent in Finance

Do you want to understand how to better develop and retain high-potential finance professionals within your organization? APQC, a nonprofit best practices research organization, recently conducted a study seeking to understand the state of talent management within finance functions. The study addresses several key questions including: How effective are finance high-potential talent development programs? Are high-potential finance employees being positioned to operate effectively in a data-driven business environment? How effective is the training organizations are giving high-potential finance employees? In this informative and interesting session, APQC presents the highlights and implications for finance professionals from its study, and the vice president of talent and growth initiatives from ArcBest discusses the successful practices and lessons learned for finance talent management at his organization.

Speaker(s)

Rachele Collins, Ph.D., Principal Research Lead, Financial Management, APQC

Jason Turner, VP Talent and Growth Initiatives, ArcBest

CTP/CCM Credits: 1.5
FP&A Credits: 1.5
CPE Credits: 1.5
CPE Field of Study: PHR

It's All In Your Head: Overcoming Obstacles in Your Career

Treasury professionals work in a highly complex and dynamic environment filled with countless obstacles to success. Could you be one of them? In this thought-provoking session, a distinguished leadership development expert challenges attendees to recognize and examine their own decision-making processes to uncover potential roadblocks, confirmation bias - the tendency to reinforce what we already believe, negativity bias – assuming the worst. Learn how to apply positive psychology to overcome obstacles and takeaway practical solutions for developing new thinking patterns and adopting a more optimistic approach for greater success.

Speaker(s)

Will Sutton, EVP, Director, The BB&T Leadership Institute

CTP/CCM Credits: 0.6 (CD)
FP&A Credits: 0.6 (CD)
CPE Credits: 0.6
CPE Field of Study: PD

Leveraging Introversion as a Superpower

Introverts naturally have innate abilities that are key to building relationships, which are critical to effectively communicate in any endeavor. This is especially true with a career in finance. Even if you're not an introvert, understanding this superpower can unleash your own unique abilities and help you work better with introverts. Learn how to turn introversion into jobs, assignments and opportunities. Gain an understanding of how introverts can take on more than may be perceived and how to utilize this trait to quickly and effectively close skills gaps and drive results.

Speaker(s)

John Sanchez, Managing Director, The FPA Group

CTP/CCM Credits: 0.6 (CD)
FP&A Credits: 0.6 (CD)
CPE Credits: 0.6
CPE Field of Study: PD

Tapping into Your Natural Instincts: The Difference Between Stress & Team Success

Being able to recognize where and when stress is likely to occur is critical to building a strong team. Synergy takes the right mix of instinctive talents in appropriately defined roles, supported by well-informed leadership to create a successful work environment. Widely used personality assessments like Myers-Briggs and DISC don’t take into account the natural instincts that drive an individual to take action. Understanding those natural (or cognitive) instincts is the difference between stress and success. In this interactive session, 12 attendees are asked to participate in the Kolbe A assessments to demonstrate how to tap into your natural strengths. From the assessment results, attendees gain insight into what drives them to take specific actions, how their natural tendencies are likely to work for or against them, and what methods they can implement to reduce the potential for conflict and stress.

Speaker(s)

Christine Hollinden, Principal, Hollinden Marketers & Strategists

CTP/CCM Credits: 1.5 (CD)
FP&A Credits: 1.5 (CD)
CPE Credits: 1.5
CPE Field of Study: PD

Why the Certified Treasury Professional Credential?

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. Hear practitioners discuss why they chose to earn the CTP, how they prepared for the exam and some benefits of holding the credential. Employers give their perspective on why they encourage their staff to pursue the designation.

Speaker(s)

Caitlin Hennessey, Certification Specialist, AFP

Rami Khadra, CTP, Director, Treasury & Risk Management, Brookfield Renewable

Markesha Jones, CTP, Treasury Specialist, Chesapeake Energy Corporation

Lee-Ann Perkins, CTP(CD), Assistant Treasurer, Ion Geophysical

CTP/CCM Credits: N/A
FP&A Credits: N/A
CPE Credits: N/A
CPE Field of Study: N/A

Practical Neuroscience: How to Get More People to Agree with You

Are you presenting your ideas and proposals in the most persuasive way? Discover three powerful tools to increase your influence and success, based on neuroscience and proven communication skills in this interactive session. First, in “Understanding the Persuasion Cycle,” we uncover the steps people’s brains go through before they can say “yes,” and explore the keys to knowing where they are and how to move them along this process. Next, “Read Their Bodies to Read Their Minds” teaches you how to identify body language to determine how people’s brains “think” and then present your information in a way they can see, hear and feel it. Finally, in “Turn Every Question into the Right One,” explore what you can do before and during any Q&A situation to effectively present your key messages while answering what people ask.

Speaker(s)

Lynne Franklin, Principal, Lynne Franklin Wordsmith

CTP/CCM Credits: 1.2 (CD)
FP&A Credits: 1.2 (CD)
CPE Credits: 1.2
CPE Field of Study: COMM

Get Where You Want to Go and Keep Going: Managing Your Career Journey

Career advancement and development are critical components on the path toward achieving personal and professional satisfaction. Both must be relentlessly pursued in parallel tracks to realize success while navigating the inevitable ups and downs of a career journey. Learn from the practices that three successful professionals utilized to set and achieved their career goals, while adapting to new roles and responsibilities along the way. Acquire techniques that support successful career progression, while capitalizing on opportunities and utilizing available tools to overcome challenges and achieve goals.

Speaker(s)

Ellen Hecker, CTP, Managing Director - Treasury Services Healthcare, BNY Mellon

Ellen Cooperperson, CEO and Chief Learning Officer, Cooperperson Performance Consultants

Frank Melaccio, CFA, CPA, FRM, VP & Treasurer, Horizon Blue Cross Blue Shield of New Jersey

Kathy King-Griswold, Ed.D., CBM, CTP, Associate Treasurer, University of Rochester

CTP/CCM Credits: 1.5 (CD)
FP&A Credits: 1.5 (CD)
CPE Credits: 1.5
CPE Field of Study: PD

Investing in Your Treasury Career

As a treasury professional, you spend your life safeguarding and investing your company’s money, but can the same be said for you and your treasury career? Discover how you can be your own career coach with the tools and skills learned in this session. Gain key insights from: the treasurer of a major global law firm who discusses how he’s “invested” in his career through continued professional and personal development; the global treasury recruiter who has advised corporate treasury professionals on how to advance their treasury careers for decades; and a corporate treasury professional and veteran of the capital markets industry who learned to define his personal brand and professional legacy.

Speaker(s)

Craig Martin, Director, US Practice, The Treasury Recruitment Company

Mike Richards, CEO & Founder, The Treasury Recruitment Company

CTP/CCM Credits: 1.2 (CD)
FP&A Credits: 1.2 (CD)
CPE Credits: 1.2
CPE Field of Study: PD

Driving Strategic Alignment from the Front Lines to the Board Room

Creating and implementing a Strategic Plan typically falls under the CFO of an organization and too often the Plan does not leave “the shelf” after creation. Equip yourself with best practices on how to take your company’s strategic plan and translate it into strategy maps and Scorecards, align the divisions, and establish multiple layers of accountability. Learn the steps required to set and track key performance indicators, achieve high levels of customer satisfaction, while empowering your organizational resources to meet and exceed strategy goals.

Speaker(s)

Adam Leslie, Senior Manager, Corporate Strategy, CUNA Mutual Group

Kent Smack, CEO, ESM Software Group, Inc.

Michael Lenihan, Principal, TMXpert Group LLC

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: BMO

Unconscious Bias: The Silent Talent Pipeline Killer

Workplace diversity is more than a checkbox for compliant human resource practices; it’s also an untapped talent management strategy critical to company performance. This inclusive view of talent leads to greater innovation, creates a competitive advantage for companies, and brings a wealth of perspectives to the table that may otherwise be overlooked. Achieving an ideal level of talent development and inclusiveness depends on hiring managers intentionally shifting their mindset to overcome unconscious bias, the social stereotypes we subconsciously form. This session explores what unconscious bias looks like, the approaches to challenging these assumptions within your organization and examines the risks associated with not ensuring an inclusive workforce. Takeaway specific actions for implementing a diversity-driven talent strategy across the enterprise.

Speaker(s)

Tara John, Head, Talent, Inclusion & Learning U.S., BMO Financial Group

Katie Kelley, Vice Chair, Commercial Banking, BMO Harris Bank

Dessa Johnson, Diversity & Inclusion Leader, NA, Manpower Group

Isaac Woods, Director of Capital Markets, Rockwell Automation, Inc.

CTP/CCM Credits: 1.2
FP&A Credits: 1.2
CPE Credits: 1.2
CPE Field of Study: PD

Connecting with Confidence: Making the Most of AFP 2018

Networking at AFP 2018 is a prime opportunity to enhance your professional development. For first-time attendees this can be a daunting task, especially if you aren't sure how to approach the event and might not feel comfortable starting a conversation with individuals you don’t know. Walk away from this interactive session with proven tips and techniques to ensure you achieve your networking goals. Meet other attendees while acquiring the skills to introduce yourself with conviction and confidence, engage in mutually beneficial discussions, keep track of your new contacts and get the most from your attendance at AFP 2018.

Speaker(s)

Nicole Meyer, Managing Partner, The Meyer Partnership

CTP/CCM Credits: N/A
FP&A Credits: N/A
CPE Credits: N/A
CPE Field of Study: N/A