Articles
Facets of an FP&A: Becoming a Digital Integrator
Bryan Lapidus interviews Hari Ramani from Shell as part of the APAC FP&A Advisory Council profile series.
Bryan Lapidus interviews Hari Ramani from Shell as part of the APAC FP&A Advisory Council profile series.
05/24/2021
The “How” of Diversity and Inclusion: Walk Your JEDI Talk
Meaningful diversity, equity, and inclusion efforts require more than just lip service, as organizations often fall short.
Meaningful diversity, equity, and inclusion efforts require more than just lip service, as organizations often fall short.
05/21/2021
The Future of GLEIF on LEIs and Streamlining KYC Process
AFP discusses legal entity identifiers (LEIs) and know your customer (KYC) processes with the Global LEI Foundation.
AFP discusses legal entity identifiers (LEIs) and know your customer (KYC) processes with the Global LEI Foundation.
05/21/2021
CTP Profile: Leverage Technology Solutions in Treasury
CTP designation is a symbol of treasury excellence. Alexander Seelmann-Eggebert shares his CTP journey.
CTP designation is a symbol of treasury excellence. Alexander Seelmann-Eggebert shares his CTP journey.
05/19/2021
Creating a Learning Culture to Help Business Thrive
Build intentional learners by gaining support from organizational leaders for successful learning programs.
Build intentional learners by gaining support from organizational leaders for successful learning programs.
05/17/2021
LIBOR Transition: Preparing for the End Game
Corporate finance experts discuss the transition of Libor in an AFP-hosted webinar, preparing organizations for the end game.
Corporate finance experts discuss the transition of Libor in an AFP-hosted webinar, preparing organizations for the end game.
05/17/2021
AFP 2021: Capital Markets and Investments and Risk Management in a New Arena of Treasury
Due to the state of the world, treasury is in a place it has never been before, and there are various challenges hitting at once. However, with challenges come the opportunity to explore new solutions. At AFP 2021, taking place Nov. 7-10 in Washington, D.C., attendees will have the opportunity to gain innovative solutions and to share ideas that address areas of concern within the industry.
Due to the state of the world, treasury is in a place it has never been before, and there are various challenges hitting at once. However, with challenges come the opportunity to explore new solutions. At AFP 2021, taking place Nov. 7-10 in Washington, D.C., attendees will have the opportunity to gain innovative solutions and to share ideas that address areas of concern within the industry.
05/12/2021
AFP Announces New Global Partner For FPAC Exam Prep: HOFT on FPAC Exam Prep Courses
The Association for Financial Professionals (AFP) and HOFT have announced a formal partnership to offer exam preparation courses for finance professionals based in the Middle East, Africa and Asia Pacific regions. The courses will equip financial professionals with the tools they need to earn the Certified Corporate FP&A Professional (FPAC) certification, sponsored by AFP.
The Association for Financial Professionals (AFP) and HOFT have announced a formal partnership to offer exam preparation courses for finance professionals based in the Middle East, Africa and Asia Pacific regions. The courses will equip financial professionals with the tools they need to earn the Certified Corporate FP&A Professional (FPAC) certification, sponsored by AFP.
05/11/2021
Five Critical Areas for a Successful FP&A Function
The CFO and FP&A practitioner as stewards of value creation and strategic partners remains an elusive goal for many organizations.
The CFO and FP&A practitioner as stewards of value creation and strategic partners remains an elusive goal for many organizations.
05/11/2021
AFP 2021: Transforming FP&A to a Forward-thinking Perspective
The AFP 2021 FP&A Task Force plans for the future of FP&A.
The AFP 2021 FP&A Task Force plans for the future of FP&A.
05/10/2021
A CFO’s Script for IT Investments: A Play in Three Acts
This quarter’s AchieveNext discussion focused on how to get the most from your IT investments. Attendees were separated into small-group breakout sessions, from which the discussion unfolded like a three-act play: strategy roadmap, getting approval for the investment, and not throwing it all away.
This quarter’s AchieveNext discussion focused on how to get the most from your IT investments. Attendees were separated into small-group breakout sessions, from which the discussion unfolded like a three-act play: strategy roadmap, getting approval for the investment, and not throwing it all away.
05/06/2021
AFP Joins Partners in Congressional Hearing on LIBOR Transition
The Association for Financial Professionals supports legislation proposing a benchmark replacement rate for Libor contracts.
The Association for Financial Professionals supports legislation proposing a benchmark replacement rate for Libor contracts.
05/05/2021
AFP Announces New Global Partner For FPAC Exam Prep: PMsquare on FPAC Exam Prep Courses
AFP and PMsquare have announced a formal partnership to offer exam preparation courses for finance professionals based in Sri Lanka. The courses will equip financial professionals with the tools they need to earn the Certified Corporate FP&A Professional (FPAC) certification, sponsored by AFP.
AFP and PMsquare have announced a formal partnership to offer exam preparation courses for finance professionals based in Sri Lanka. The courses will equip financial professionals with the tools they need to earn the Certified Corporate FP&A Professional (FPAC) certification, sponsored by AFP.
05/04/2021
AFP Survey: Payments Fraud Increase Attributed to Coronavirus Pandemic
As the world began to grapple with working remotely in 2020, the 2021 Association for Financial Professionals Payments Fraud and Control Survey, underwritten by J.P. Morgan, revealed that nearly two-thirds of treasury and finance professionals believe the coronavirus pandemic is to blame for some of the uptick in payments fraud at their companies.
As the world began to grapple with working remotely in 2020, the 2021 Association for Financial Professionals Payments Fraud and Control Survey, underwritten by J.P. Morgan, revealed that nearly two-thirds of treasury and finance professionals believe the coronavirus pandemic is to blame for some of the uptick in payments fraud at their companies.
04/30/2021
FP&A Needs to Step Out of Accounting’s Shadow
Danny Shiu, FPAC, CTP, MOS, a member of AFP's APAC FP&A Advisory Council, shares insights on best practices, challenges, and innovative initiatives in the Asia-Pacific region.
Danny Shiu, FPAC, CTP, MOS, a member of AFP's APAC FP&A Advisory Council, shares insights on best practices, challenges, and innovative initiatives in the Asia-Pacific region.
04/28/2021
Virtual Accounts: A Solution for All?
Achieving cash visibility and control is crucial for treasurers, requiring companies to effectively deploy available solutions and innovations.
Achieving cash visibility and control is crucial for treasurers, requiring companies to effectively deploy available solutions and innovations.
04/27/2021
Four Practices to Create a Culture of Intentional Learning
Learn about intentional learning as a valuable investment in skills enhancement. Discover how leaders play a crucial role in fostering intentional learning in organizations.
Learn about intentional learning as a valuable investment in skills enhancement. Discover how leaders play a crucial role in fostering intentional learning in organizations.
04/27/2021
Intentional Learning: Critical Mindsets for Career Advantages
Intentional learners have a career advantage by embracing growth and curiosity mindsets. Unlock their potential for continuous improvement.
Intentional learners have a career advantage by embracing growth and curiosity mindsets. Unlock their potential for continuous improvement.
04/27/2021
Transitioning from Accountancy to FP&A
FP&A professionals are helping organisations better understand economic and business trends, identify opportunities, and anticipate obstacles and potential treats. This has led the finance function to spend less time on basic budgeting and reporting responsibilities and relying on its FP&A teams to focus more on data analysis and recommendations to drive future growth.
FP&A professionals are helping organisations better understand economic and business trends, identify opportunities, and anticipate obstacles and potential treats. This has led the finance function to spend less time on basic budgeting and reporting responsibilities and relying on its FP&A teams to focus more on data analysis and recommendations to drive future growth.
04/20/2021
AFP 2021: Searching for New Solutions in the Payments Landscape
Discover the highlights of AFP 2021 Payments Track and insights from Susan Glass, a member of the Payments Task Force.
Discover the highlights of AFP 2021 Payments Track and insights from Susan Glass, a member of the Payments Task Force.
04/19/2021
AFP FinNext Asia: Customized FP&A Learning in Asia-Pacific
AFP FinNext Asia provides customized content for FP&A practitioners in the Asia-Pacific region.
AFP FinNext Asia provides customized content for FP&A practitioners in the Asia-Pacific region.
04/19/2021
Coming in 2022: Same-Day ACH Limit Increases to $1 Million
The National Automated Clearing House Association (Nacha) approved to increase the Same Day ACH per-transaction limit to $1 million, effective March 18, 2022.
The National Automated Clearing House Association (Nacha) approved to increase the Same Day ACH per-transaction limit to $1 million, effective March 18, 2022.
04/15/2021
Three Pillars for Reimagining Data Strategy
Learn about the challenges CFOs face in trusting company data and relying on gut instincts for strategic decision-making.
Learn about the challenges CFOs face in trusting company data and relying on gut instincts for strategic decision-making.
04/12/2021
Why You Need to Take Unclaimed Property Seriously
Almost all organizations hold property that technically belongs to someone else from time to time. Most of the time possession of that property, whether funds or goods, is usually transferred successfully to the owner in the normal course of business. Sometimes, however, checks remain uncashed or customer deposits are not translated into full sales, resulting in organizations holding unclaimed property.
Almost all organizations hold property that technically belongs to someone else from time to time. Most of the time possession of that property, whether funds or goods, is usually transferred successfully to the owner in the normal course of business. Sometimes, however, checks remain uncashed or customer deposits are not translated into full sales, resulting in organizations holding unclaimed property.
04/12/2021
Aspiring Business Partner: FP&A is Falling Short of CFO Expectations
CFOs face challenges in transforming FP&A despite process redesign and technology investment.
CFOs face challenges in transforming FP&A despite process redesign and technology investment.
04/07/2021
CTP: The Shifting Landscape of Treasury
AFP recently caught up with Aziz Samji, CTP, senior consultant of Capital Markets and Corporate Liquidity at Financial National Information Services Inc., to discuss his decision to earn the CTP, and how it has affected his life and career journey.
AFP recently caught up with Aziz Samji, CTP, senior consultant of Capital Markets and Corporate Liquidity at Financial National Information Services Inc., to discuss his decision to earn the CTP, and how it has affected his life and career journey.
04/05/2021
Federal Reserve Panel Discussion on Libor Transition Concludes, We Need Standardization Fast
The Alternative Reference Rates Committee (ARRC) recently hosted the first in a series of webinars regarding the Libor transition. The SOFR Symposium: The Final Year, focused on progress in transitioning away from Libor, and on areas such as the loan market where progress has been slower.
The Alternative Reference Rates Committee (ARRC) recently hosted the first in a series of webinars regarding the Libor transition. The SOFR Symposium: The Final Year, focused on progress in transitioning away from Libor, and on areas such as the loan market where progress has been slower.
03/30/2021
5 Questions for Kayla Davis on Becoming the Head of M&A
Kayla Davis, VP of Mergers and Acquisitions at ABM Industries, shares her perspective on FP&A and its role in planning within the facility management industry.
Kayla Davis, VP of Mergers and Acquisitions at ABM Industries, shares her perspective on FP&A and its role in planning within the facility management industry.
03/30/2021
Embracing Multiple Points of View in Financial Forecasting
Explore a probabilistic approach to forecasting and the potential limitations of relying solely on precise forecasts in data-driven planning.
Explore a probabilistic approach to forecasting and the potential limitations of relying solely on precise forecasts in data-driven planning.
03/30/2021
Implementation of the ‘X’ Factor in Your Organization
xP&A applies FP&A tools to any department for business planning and automated forecasting.
xP&A applies FP&A tools to any department for business planning and automated forecasting.
03/25/2021
Five Core Skills for Intentional Learning and the Career Advantage
Intentional learners have a career advantage in the evolving professional world.
Intentional learners have a career advantage in the evolving professional world.
03/22/2021
How Virtual Accounts Create Efficiency
Finance professionals face the challenge of identifying the best technology solutions for their organizations amid constant innovation in the fintech industry.
Finance professionals face the challenge of identifying the best technology solutions for their organizations amid constant innovation in the fintech industry.
03/22/2021
9 Rules to Manage Performance Metrics
Organizations must use metrics effectively to drive business decisions and manage the abundance of available data.
Organizations must use metrics effectively to drive business decisions and manage the abundance of available data.
03/22/2021
AI Implementation for Cash Forecasting: Challenges and Benefits
Artificial intelligence (AI) is explored, clarifying its different technologies and their role in gaining insights and performing tasks based on data.
Artificial intelligence (AI) is explored, clarifying its different technologies and their role in gaining insights and performing tasks based on data.
03/17/2021
RTP Rides Payment Trends But Faces Hurdles
Explore the challenges and prospects for immediate payments, particularly in The Clearing House's RTP Network, as it faces competition and hurdles.
Explore the challenges and prospects for immediate payments, particularly in The Clearing House's RTP Network, as it faces competition and hurdles.
03/16/2021
CTP: Growing Our Understanding of Treasury Across the Region
Marcell Wiradinata, CTP, shares the impact of earning the Certified Treasury Professional (CTP) designation on his career.
Marcell Wiradinata, CTP, shares the impact of earning the Certified Treasury Professional (CTP) designation on his career.
03/16/2021
FP&A Indicator: Outlook Brightens on Spending Growth
AFP launches the FP&A Indicator survey to gauge the pulse of the business community from the perspective of FP&A professionals.
AFP launches the FP&A Indicator survey to gauge the pulse of the business community from the perspective of FP&A professionals.
03/15/2021
Developing Bold, Business-Minded FP&A Professionals
The APAC FP&A Advisory Council (FPAAC) facilitates discussions on best practices, challenges, and innovation in the Asia-Pacific region.
The APAC FP&A Advisory Council (FPAAC) facilitates discussions on best practices, challenges, and innovation in the Asia-Pacific region.
03/15/2021
FCA Makes Clear the End of USD Libor With Announcement of Set Dates
Discover the critical dates and implications of the Financial Conduct Authority's announcement on the cessation of Libor submissions and availability of representative Libor rates.
Discover the critical dates and implications of the Financial Conduct Authority's announcement on the cessation of Libor submissions and availability of representative Libor rates.
03/09/2021
AFP FinNext 2021 Virtual: Discover the Future of FP&A with Top Industry Experts
Finance is a constantly changing, unpredictable environment. It’s crucial that financial planning and analysis (FP&A) professionals stay on top of the latest trends in the industry, and one way to ensure they perform at their peak is to gather fresh and innovative ideas.
Finance is a constantly changing, unpredictable environment. It’s crucial that financial planning and analysis (FP&A) professionals stay on top of the latest trends in the industry, and one way to ensure they perform at their peak is to gather fresh and innovative ideas.
03/09/2021
The AFP FP&A Forum, March 17-19 in Austin, features unbiased insights from trusted finance peers. Explore the event and register by February 21 to save $200.