LET'S FOCUS ON YOU - Association for Financial Professionals
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
LET’S FOCUS ON YOU
TABLE OF
CONTENTS
What’s In It for You? Who Will Inspire You?
AFP MindShift........................................................................................2 Keynotes.............................................................................................. 19
Payments Hub.......................................................................................4 Event / Spotlight Speakers............................................................... 20
Learning Styles and Knowledge Types.............................................5 AFP Pinnacle Awards..........................................................................22
Wellness Zone.......................................................................................6
Who Do You Want to Meet?
What’s Your Goal? Networking Events.............................................................................24
AFP 2018 Task Force.............................................................................8 Exhibitors.............................................................................................26
Educational Session Highlights
– Treasury Management Sessions.................................................9
What Will You Experience?
Chicago................................................................................................ 28
– Payments Sessions..................................................................... 10
Hotels and Shuttle Service................................................................29
– Financial Planning & Analysis Sessions.................................... 11
Registration.........................................................................................30
– Capital Markets and Investments Sessions............................. 12
Teams....................................................................................................31
– Risk Management Sessions........................................................13
Convince Your Boss............................................................................32
– Career Development Sessions................................................... 14
Sponsors..............................................................................................33
– Retirement Plans & Benefits Sessions..................................... 15
AFP Executive Institute...................................................................... 16
Pre-Conference Workshops................................................................17
WHAT’S IN IT FOR YOU?
WHAT’S IN IT FOR YOU?
AFP MINDSHIFT
Let’s cut through the hype.
We’re offering unbiased, actionable advice on the trends and tools
you should pay attention to in emerging technologies.
Here are some of the issues we’ll cover:
––Artificial Intelligence ––Fintech to Automate
––Big Data Analytics Corporate Strategy
––Blockchain ––Future of Work
––Digital Transformation ––Leveraging APIs in Cash
Management
DID YOU KNOW?
Only 17% of organizations are prepared for the MindShift Row
changes that new technologies will bring to their Come to the Exhibit Hall to meet with providers that are
disrupting and transforming finance and treasury.
treasury and finance functions.
- AFP MindShift Survey
03/18 www.AFP2018.org 2
AFP MINDSHIFT WHAT’S IN IT FOR YOU?
TUESDAY | 8-9:30 A.M.
AFP MindShift Keynote
Two visionaries, Nancy Giodano and Mike Walsh, share their
insights into key advancements in artificial intelligence, MODERATOR
robotics, and augmented reality impacting organizations of RON INSANA
all sizes. Following these dynamic presentations, Ron Insana Senior Analyst, CNBC
moderates an in depth discussion focused on how these Financial Industry Expert
innovations are impacting the treasury and finance profession.
MIKE WALSH
NANCY GIORDANO CEO, Tomorrow
Founder, Play Big Inc. Author, The Dictionary Of Dangerous
Executive Producer, Giagom Change Ideas and FUTURETAINMENT
How Technology, Demographics and Reinventing Leadership for the
Values Are Disrupting the Future of Work Age of Machine Intelligence
Artificial Intelligence, Robotics, and Virtual and Augmented Reality While many fear that robots will take their jobs, the rise of machine
are increasingly making certain job functions obsolete and the intelligence begs a more important question: what is the true
treasury and finance industries are not immune. Strategic futurist potential of human intelligence in the 21st century? Mike Walsh, futurist
Nancy Giordano delves into both the advancing technologies and the and author, presents a vivid portrait of a brave new world orchestrated
critical shifts companies and the workforce must confront to stay by machines that think, and how tomorrow’s leaders must adapt to
relevant in the future. survive and thrive in an age of accelerating technology.
03/18 www.AFP2018.org 3
WHAT’S IN IT FOR YOU?
PAYMENTS HUB
One location covering one BIG topic.
You’ll find all sessions in the Payments track plus networking events
for payments professionals in this central location.
Program as of 3/12/18. Subject to change.
Here are some of the issues we’ll cover in the Payments Hub:
––Intercompany payables ––Early adopters of real-time ––Real-time payments fraud ––Blockchain for reconciliation
efficiencies payments and cybersecurity ––Technology trends for global
––Smart receivables including ––Card programs with enhanced ––Payments and APIs payments
lockbox automation technology
Networking Events in
the Payments Hub: PROBLEM SOLVED IN LESS TIME
THAN YOUR LUNCH BREAK
––Payments Breakfast
Payments Hub Challenge
––Payments Mixer
We’re giving vendors just 15 minutes to help solve some of your Payments Hub, the Payments Breakfast
––Payments Reception biggest issues in payments. Put their innovative solutions to the test and the Payments Mixer are sponsored by
at the Payments Hub Challenge.
––Payments Roundtable
03/18 www.AFP2018.org 4
WHAT’S IN IT FOR YOU?
LEARNING OPTIONS
You’ll experience a deeper understanding
with active learning options.
Everyone learns differently so we’re offering dynamic options for educational sessions.
Choose the method that will have the greatest impact on you.
LEARNING STYLES
INNOVATION SERIES LEARNING LOUNGE NEW - CAMPFIRE SESSION
Cut to the chase with a 30 MINUTE DIG DEEPER INTO THE TOPIC with the Take in a big idea by a presenter who
PRESENTATION focused on an speaker following select sessions. then shifts to a facilitator, engaging the
innovative concept. audience for DIFFERENT PERSPECTIVES
Sponsored by AND SOLUTIONS.
KNOWLEDGE TYPES
OPERATIONAL STRATEGIC MINDSHIFT
Sessions include content to improve your Sessions include strategies to drive Sessions include actionable advice on
SKILLS and TACTICS. ORGANIZATIONAL CHANGE. EMERGING TECHNOLOGIES.
03/18 www.AFP2018.org 5
WHAT’S IN IT FOR YOU?
WELLNESS ZONE
A healthy AND productive workplace
can be a reality.
Learn techniques to channel and boost your energy
throughout the day with one of the top 25 health
promotion professionals in the nation, Lance Breger.
Wellness Zone sessions:
LANCE BREGER – Deep Sleep – Avoid Office Body
President
– All-Day Energy – Muscle Tension Release
Infinity Wellness Partners
– Power Meditation – 2 Minutes to Less Stress
DID YOU KNOW?
78% of businesses say 89% of workers at companies 70% of employees are
employee well-being is that support well-being efforts interested in taking proactive
a critical part of their are more likely to recommend steps to improve their health.
business plans. their company as a good place – UnitedHealthcare Survey
- State of the Industry Survey Report to work.
2017, Virgin Pulse
- American Psychological Association
03/18 www.AFP2018.org 6
WHAT’S YOUR GOAL?
WHAT’S YOUR GOAL?
AFP 2018 TASK FORCE
The AFP 2018 Task Force, made up of your practitioner peers, has put together an
agenda of actionable sessions delivered by people who live and breathe this stuff.
TREASURY MANAGEMENT PAYMENTS RISK MANAGEMENT/ FINANCIAL PLANNING &
TRACK TRACK CAPITAL MARKETS & ANALYSIS TRACK
INVESTMENTS TRACKS
Tom Gallo Charles Ellert, PMP Emmanuel Caprais
Vice President, Treasurer Manager Systems Automation and Vice President Strategic and
David Groeber
ABM Industries Payment Strategy Financial Planning & Analysis
Treasurer, Director of Visionary Structures
Verizon Communications, Inc. ITT Inc.
Saumya Mohan Tuthill Corporation
Americas Region Treasurer Barbara Landolt, CTP Johnnie Goodner, CTP
Craig Parr, CTP
Tesla Assistant Treasurer Vice President, Finance & Treasury
Senior Vice President Finance &
CSAA Insurance Group, a AAA Insurer Sally Beauty Holdings, Inc.
Kammy Tsang Chief Risk Officer
Senior Treasury Manager Tom Wolfe, CTP Flowers Foods, Inc. Mariya Guttoh, FP&A
Equinix, Inc. Treasury Consultant Vice President, FP&A Manager
Carlos Ramirez, CFA
Bank of the West
Assistant Treasurer
Signode Industrial Group Cassandra Joelle James, FP&A
Senior Manager, FP&A
The Cheesecake Factory
Photo from the AFP 2018 Task Force Planning Meeting
03/18 www.AFP2018.org 8WHAT’S YOUR GOAL?
EDUCATIONAL SESSION
HIGHLIGHTS KNOWLEDGE TYPES
Program as of 3/12/18. Subject to change.
STRATEGIC OPERATIONAL MINDSHIFT
Treasury Management
Riding the Tide of Change Can a Bot do Your Rolling Artificial Intelligence in VIDEO
With tax reform a reality, global treasury Cash Forecast? Corporate Treasury: Added Value?
personnel are looking for best practices Bots have the potential to play a vital role Gain a structured perspective on how to
around product usage, global balance sheet in improving cash flow forecasting. But drive your Big Data and AI strategy and
structure, efficiency and impact mitigation. how efficient are bots? Will they bring demystify integration of these opportunities
With an eye towards issuance and market more negatives than positives to Treasury in your operations. Beyond the potential
activity, this discussion looks at optimal functions? Will the data be more accurate? that can be released from your data, learn
capital structures, available investment Attend this session for an in-depth about leveraging the data and insights
solutions, and opportunities within discussion of these questions and explore from your financial institutions and other
investment grade credit. An expert panel how new technologies can improve the providers.
highlights the ways several multi-national forecasting process. Check out this AFP 2017 session recording:
Citi
companies are making these market
disruptions work to their advantage.
AbbVie Inc., Treasury Advisory Services
Recommended by:
Digital Identity: The Cornerstone of
BlackRock, Priceline Group,
Commerce and Transaction
AFP 2018
The Coca-Cola Company TASK FORCE MEMBER
Kammy Tsang Watch the Video
Senior Treasury Manager
Equinix, Inc.
LEARNING JOURNEY
Follow a customized learning journey to tackle a specific challenge.
I need to know how market disruptions can
positively affect my corporate balance sheet.
See your Journey
03/18 www.AFP2018.org 9EDUCATIONAL SESSION WHAT’S YOUR GOAL?
HIGHLIGHTS
Program as of 3/12/18. Subject to change.
Payments
Creating a Global T&E Card From Innovating to Driving Modernizing Retail:
Program While Leveraging Impact: Capitalizing on the Fintech Eyeing the Cost of Payments
Enhanced Technology and Boom to Transform Your Business Find out how Walmart managed their
VIDEO Capabilities In this case study, journey through the payment processes by implementing
experience of a leading North American innovative measures including, Dynamic
Harley-Davidson transformed its
logistics company, Livingston International Debit Routing, PINless capabilities, end-
decentralized T&E card program—with 13
to-end network optimization and network
different card providers over five countries— that successfully capitalized on the fintech
boom by integrating automation into their advocacy, innovative currency solutions,
into one Global T&E Card Program, covering
corporate strategy, and transitioned their as well as active monitoring of fees and
28 countries for 3,200 employees. H-D
downgrades. While low margin merchants
summarizes their RFP process and program financial operations into a digital platform
to effectively transact with customers. are usually the first to employ cost cutting
implementation process. Attendees gain
measures, all companies can benefit from
insight into the challenges encountered, and Livingston International, VersaPay Corporation
Walmart’s practices.
Check out this AFP 2017 session recording: successful outcomes—increased employee
satisfaction, enhanced fraud prevention and Walmart, J.P. Morgan
Navigating the Payments Landscape: increased rebate.
Reducing Payment Fraud and Harley-Davidson, Inc, Citi
Leveraging Real-time Payments with
Open APIs
Watch the Video
LEARNING JOURNEY
Follow a customized learning journey to tackle a specific challenge.
I want to understand how I can leverage Fintech.
See your Journey
03/18 www.AFP2018.org 10EDUCATIONAL SESSION WHAT’S YOUR GOAL?
HIGHLIGHTS
Program as of 3/12/18. Subject to change.
Financial Planning & Analysis
Integrating Treasury & FP&A It’s Not Just Finance:
Sunovion Pharmaceuticals was in the Product Investment Decisions in
midst of significant organizational changes Corporate Transition
including acquisitions, new internal
In 2017 CSC and Hewlett Packard Enterprise
financing processes, and major investments
merged service businesses to form
to launch products. In this rapidly changing
DXC Technology. After the merger an
environment, they needed more advanced
executive investment review committee
balance sheet modeling, planning, and
was established to decide product funding
cash forecasting capabilities in addition to
priorities and oversee the new company’s
tight collaboration and integration between
product management organization
treasury and FP&A. Learn how Sunovion met
integration. The committee needed
this challenge head on while significantly
to understand product performance,
improving cash forecasting accuracy,
integration progress, and new investments’
deploying a best practice based treasury
potential value creation. However, providing
and FP&A operating model, and leveraging a
the committee with detailed financial
foundation for continuous improvement.
information was a challenge. Learn how
Sunovion Pharmaceuticals, Peloton Group financial, operational, management
and other information and performance
measures can be integrated to enhance new VIDEO
Using Big Data Analytics in product funding decisions.
KNOWLEDGE
Executive Reporting DXC Technology
TYPES
This discussion examines the role Big
Data analytics tools play in reporting to
Recommended by:
executives and the Board and whether it is a
good idea to give executives access to these AFP 2018
tools as a substitute for regular reports. TASK FORCE MEMBER STRATEGIC
Additional conversation includes a look into
which visuals should be used when creating Mariya Guttoh, FP&A Check out this AFP 2017 session
these reports, the options for exporting Vice President, FP&A Manager recording:
visuals and data, and how to clean up the Bank of the West
exports in common office software.
OPERATIONAL Unlocking the Power of
ThinkOutsideTheSlide.com
Storytelling in Business
Watch the Video
MINDSHIFT
03/18 www.AFP2018.org 11EDUCATIONAL SESSION WHAT’S YOUR GOAL?
HIGHLIGHTS
Program as of 3/12/18. Subject to change.
Capital Markets and Investments Sessions
Disruption: Distraction or Mind the (Yield) Gap: Keep Calm and Carry On:
Opportunity? A Look at Today’s Corporate Cash Strategies for How Corporations are Preparing
Liquidity Environment Rising Rate Environments for European Money Market
This session focuses on balance sheet For years, cash managers “enjoyed” steady Fund Reform
impacts and cash deployment strategies short-term bond markets, but the landscape In the United States, investors had to deal
following global disruptions from regulatory has shifted. With rising rates and increased with Money Market Fund reform in 2016 and
and legislative changes; including corporate yields, suddenly the unrealized losses now it’s Europe’s turn. With the January
tax reform, Brexit, and EU Money Market are increasing, and the impact of elevated 2019 implementation deadline rapidly
Fund Reform. The panel shares experiences cash balances on EPS has caught the CFO’s approaching, this expert panel explains
on how corporations have reformulated attention. To balance the portfolio, and the EU regulatory changes, the anticipated
their approach using technology in order capture higher yields, alternative strategies impact on offshore money market fund
to monitor and make decisions about should be implemented. This session industry, and the strategies corporate
risk management, cash segmentation examines available portfolio construction investors are considering as a result.
and product solutions in a changing tactics as well as those utilized at Garmin to
Deutsche Asset Management,
environment. successfully position their portfolio to benefit
Agilent Technologies, Inc., AbbVie Inc. BLOG
Blackstone, Goldman Sachs from recent rate increases and volatility.
Garmin International, Inc., Your treasury and finance peers are
Treasury Partners sharing their perspectives on the
Recommended by:
AFP 2018 blog.
AFP 2018
TASK FORCE MEMBER Can I Really Afford to be out of the Office?
— Ann Anthony, CTP, Treasurer,
David Groeber South Jersey Industries, Inc.
Treasurer,
Director of Visionary Structures Read the Blog
Tuthill Corporation
KNOWLEDGE TYPES
STRATEGIC OPERATIONAL MINDSHIFT
03/18 www.AFP2018.org 12EDUCATIONAL SESSION WHAT’S YOUR GOAL?
HIGHLIGHTS
Program as of 3/12/18. Subject to change.
Risk Management
Creating Resilient Treasury Cybersecurity: The Critical
Risk Management in Volatile Times Role of Your Human Firewall
At the intersection of risk management Globally, cyberattacks through business email
and real life sits resilience: the ability to are one of the largest threats to corporates,
assess unforeseen events, adjust strategy accounting for more than $5 billion dollars in
quickly, while achieving successful outcomes losses. Combatting this rampant fraud requires
for the corporation. A panel of Treasury a combination of cybersecurity technology and
professionals discuss the challenges faced in vigilant human capital. In this panel discussion,
implementing a treasury plan to prepare for Anadarko Petroleum and Rotary International
unexpected risk: FX exposure risks posed by share best practices in educating their human
the Brexit vote; climate change preparations, firewall to mitigate risk and an FBI agent
how they worked, or didn’t, during a natural stresses the need for ongoing education to
disaster and managing risks as Treasurer aggressively combat threats. Practitioners
when commodity prices plunged unexpectedly. will also demonstrate fraud scenarios, and
The Timken Company, highlight procedures for combatting fraud.
Cliffs Natural Resources, Blackbaud, Anadarko Petroleum Corporation,
Sycamore Associates LLC Rotary International,
Federal Bureau of Investigations,
Bank of America Merrill Lynch
Treasury Fraud: Locking
Down your Best Defense
The cybercrime landscape is constantly
shifting, with criminals finding new and
more sophisticated ways to gain access to
your company’s information and funds. The
most significant threat to today’s treasurers
include the use of ransomware and an
alarming increase in treasury fraud—from
business email compromise to malicious
PODCAST insiders. To mitigate these risks the best
defense is often a good offense. An expert
Get a preview of featured speakers with panel of banking and corporate treasury
the AFP Conversations podcast: professionals give you a comprehensive
AFP 2017 Speaker, John Drzik of Marsh & look at strategies for implementing a risk-
McLennan Describes a World of Risk, based approach, effective technologies and
Threats and Opportunities the role insurance can play in preventing
treasury fraud.
Listen to the Podcast Tiffany, Prologis, HSBC
03/18 www.AFP2018.org 13EDUCATIONAL SESSION WHAT’S YOUR GOAL?
HIGHLIGHTS
Program as of 3/12/18. Subject to change.
Career Development Sessions Sunday Networking
Get Where You Want to Go Leveraging Introversion as a The Evolution of a Great
CONNECTING WITH
and Keep Going: Managing Your Superpower Numbers Presentation
Career Journey Introverts naturally have innate abilities Presenting numerical information is a
CONFIDENCE: MAKING THE
Career advancement and development are that are key to building relationships, which communication skill, and your numbers MOST OF AFP 2018
critical components on the path toward are critical to effectively communicate in must tell a story. Just getting the numbers Everyone wants to network at AFP 2018
achieving personal and professional any endeavor. This is especially true with right is only 10% of your job, just as spelling to support their career and professional
satisfaction. Both must be relentlessly a career in finance. Even if you’re not an your words correctly is only a tiny part development. This interactive workshop
pursued in parallel tracks to realize success introvert, understanding this superpower of a writing challenge. With the backdrop is designed to help you walk away
while navigating the inevitable ups and can unleash your own unique abilities of a common valuation and acquisition with tips and techniques to achieve
downs of a career journey. Learn from the and help you work better with introverts. scenario, attendees learn techniques your networking goals. Meet other
practices that three successful professionals Learn how to turn introversion into jobs, and walk through the steps needed to attendees while acquiring new skills
utilized to set and achieve their career assignments and opportunities. Gain an turn a meaningless pile of numbers into to introduce yourself with conviction
goals. Acquire techniques that support understanding of how introverts can take a coherent narrative that bolsters the and confidence, engage in mutually
successful career progression, while on more than may be perceived and how to presenter’s reputation as a deep business beneficial discussions, keep track of
capitalizing on opportunities and utilizing utilize this trait to quickly and effectively thinker and not just a number cruncher. your new contacts and get the most out
available tools to overcome challenges and close skills gaps and drive results. Lucidity of your attendance at AFP 2018.
achieve goals. The FPA Group
Corporate Performance Consultants,
University of Rochester, Horizon Blue Cross
Blue Shield of New Jersey, BNY Mellon
LEARNING JOURNEY NICOLE MEYER
Founder & Managing Partner
Follow a customized learning journey to tackle a specific challenge.
The Meyer Partnership
I’d like to learn how to deliver effective
presentations. See your Journey
03/18 www.AFP2018.org 14EDUCATIONAL SESSION WHAT’S YOUR GOAL?
HIGHLIGHTS
Program as of 3/12/18. Subject to change.
Retirement Plans & KNOWLEDGE TYPES
Benefits Sessions STRATEGIC OPERATIONAL MINDSHIFT
Key Considerations with Proven Partnering Practices
Alternative Investments for for Best-in-class Retirement
Pension Plans Programs
When considering whether to add The challenge of managing costs, reducing
alternative investments to the overall risk and ensuring compliance, within
investment strategy of a company’s a complex regulatory and legislative
pension assets, practitioners must weigh environment while still achieving high
the advantages against the potential risks. participant satisfaction is a great one.
Within a case study framework this session
explores the legal and tax implications of
This case study explores the dynamics of
treasury, finance and human resources
One Step Closer to Recertification
using alternative investments as part of partnering techniques utilized by PATH, We’ve made earning continuing education credits
an investment strategy for pension assets, an international nonprofit organization
including common terms in agreements, and leader in global health innovation.
pretty easy. By simply attending AFP 2018 you have
best practices for institutional investors, Attendees walk away with best practices the potential to earn a majority of your credits, in
side letter provisions to negotiate with that generate a 98% participation rate and just a few days.
investment funds, and strategies to high asset retention, including financial
minimize risk exposure to unrelated wellness programs, while building a Learn More
business income tax (UBTI). framework for measuring the success of
Hanesbrands Inc., the 401(k) plan and strategies to effectively www.AFP2018.org
McDermott Will & Emery LLP communicate with participants.
PATH, Bridgebay Consulting LLC
03/18 www.AFP2018.org 15WHO WILL INSPIRE YOU?
EXECUTIVE
INSTITUTE
CHICAGO | NOVEMBER 5-6
Exclusive Sponsor
EXECUTIVE
INSTITUTE
CHICAGO | NOVEMBER 5-6
The AFP Executive Institute is the Monday Executive
Institute Luncheon
place to step back and Think Big. Speaker
JUDY SMITH
It was developed to help you become a better leader and thrive Founder & President, Smith & Company
in your role. Reserve your seat by registering for AFP 2018 and
Crisis 101: An Executive Perspective on Surviving &
selecting the box for AFP Executive Institute. Thriving in an Era of Perpetual Crisis
Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of The instant and global nature of the Information Age has made the ability
treasurer, chief financial officer, vice president of finance, assistant treasurer or controller. to navigate crises of all stripes a critical component of an organization’s
success. Due to perpetual 24/7 news cycles and ever-expanding digital media
platforms, it is harder than ever to successfully communicate a targeted
message shaping public opinion. In this candid discussion, Judy Smith,
one of the nation’s top crisis experts outlines the best practices in crisis
management she has gleaned over 25 years of experience on the frontlines
of many of the most high-profile crises and scandals around the world.
AFP Executive Institute Lounge
Located by the AFP Executive Institute, the AFP Executive
Institute Lounge is your opportunity to connect with
colleagues or check in with the office.
03/18 www.AFP2018.org 16WHAT’S YOUR GOAL?
PRE-CONFERENCE WORKSHOPS
Program as of 3/12/18. Subject to change.
Come early and dive deep to master a challenge.
Add any session to your Conference registration to reserve your seat.
Plus, get bonus networking time with your peers in an intimate setting.
MULTI-DAY SEMINARS SATURDAY PROGRAMS SUNDAY PROGRAMS
Intensive Certified Treasury Professional Advanced Cash Flow Forecasting Financial Modeling: Techniques and
(CTP) Exam Review Credits: 7.8 CTP/CCM | 7.8 FP&A | 7.8 CPE Best Practices
Saturday – Sunday – Monday Credits: 7.2 CTP/CCM | 7.2 FP&A | 7.2 CPE
Not eligible for CTP/CCM, FP&A or CPE credits Painting with Numbers: A Different
Perspective on the Craft and the Art of Financial Literacy in a Digital World
Treasury Management Fundamentals Presenting Numbers Details coming soon.
Saturday – Sunday Credits: 7.8 CTP/CCM | 7.8 FP&A | 7.8 CPE
Credits: 0.0 CTP/CCM | 15.0 FP&A | 15.0 CPE
Payments in the 21st Century
Structuring Treasury to Manage Details coming soon.
Global Liquidity
Credits: 7.8 CTP/CCM | 0.0 FP&A | 7.8 CPE
Find descriptions, instructors and pricing at www.AFP2018.org
03/18 www.AFP2018.org 17WHO WILL INSPIRE YOU?
WHO WILL INSPIRE YOU?
KEYNOTES
Program as of 3/12/18. Subject to change.
VP ck l-
L M rba ow
O
nk
&
CE
NF te B
Ta
4
e uar per
&
rk
In BU der
6
Tim Q u
ha
11/
Y
e- ing e S
FU un
,S
Fiv inn Tim
A
E 1/
Fo
or
Y
st
o-
ND
A
ve
Tw
SD
1
W
SU
TU
BO
OK
SI
PH
GN
OT
IN
O
G
OP
DAYMOND JOHN PEYTON MANNING
Achieving Your Goals Beyond the Huddle
How does a man, with no formal business training, go from driving Peyton Manning shares real-world leadership tips on how you too
cabs and waiting tables to creating a global fashion empire with retail can become a winner by adapting to changing circumstances. Peyton
sales exceeding four billion dollars to date, and a starring role on one uses his unique perspective as a legendary professional athlete and
of TV’s most popular shows? Daymond John shares the strategies that philanthropist to share insights on creating a winning team culture
he attributes to his success and challenges you to exercise your brain and leading with passion.
in a way that cultivates a positive, goal-setting mindset.
03/18 www.AFP2018.org 19WHO WILL INSPIRE YOU?
EVENT / SPOTLIGHT SPEAKERS
These thought leaders bring the big ideas that can influence your strategy.
Program as of 3/12/18. Subject to change.
AFP Executive Breakfast Speaker Certification Luncheon Speaker FP&A Luncheon Speaker
DAVID E. SANGER ALEXIS GLICK DOUG STEVENSON, CSP
National Security Correspondent, CEO, GENYOUth CEO, Story Theater International
The New York Times Sponsored by Lead, Engage and Persuade with a Story
National Security and Political Contributor, CNN
All FP&A professionals have one thing in common: lots
Sponsored by Uncertainty is the New Normal of numbers and data. The challenge in communicating
We are living in unprecedented times. While economic that information is that numbers alone can be confusing
data teeters, uncertainty surrounding government or difficult to swallow if they are not presented in a
Cyber Conflict: The New Way Nations
intervention, changing regulation, and growing deficits way that provides context. Knowing how to choose,
Struggle for Power and Influence begs the question; how is public policy effecting craft and tell the right story helps to convey sometimes
Only a few years ago, the idea of cyber conflict among economic growth? Additionally, what will the long-term complex information, with a keen focus on maintaining
nations was the stuff of science fiction, but as David repercussions be? Former finance executive and award- relationships. Logic explains, stories persuade, and while
Sanger describes in the documentary thriller Zero Days, winning journalist, Alexis Glick provides expert insight you can work all the numbers, those who succeed at
low-level cyberwar is here, and here to stay. It’s a new on how organizations can best position themselves to the highest level do so because they build relationships
class of short-of-war competition involving espionage thrive in the face of volatility while taking advantage of based on trust. If you want to be more persuasive and
and sabotage. We have seen Russia, China, Iran, North the new opportunities being created by our recovering influential, you need to become a better storyteller.
Korea and others use cyber as a new kind of weapon financial system.
that is ushering in a new kind of competition and
conflict where small and large organizations alike are
increasingly becoming collateral damage.
03/18 www.AFP2018.org 20WHO WILL INSPIRE YOU?
EVENT / SPOTLIGHT SPEAKERS
Spotlight Speaker Spotlight Speaker
SHAWN DUBRAVAC RON INSANA
Author, Digital Destiny: How the New Age of Data Senior Analyst, CNBC
Will Transform the Way We Work, Live, Financial Industry Expert
and Communicate The State of Fortress America
Finance and Risk Management in a For several years, Ron Insana has been touting the rise
New Digital Age of “Fortress America” amidst myriad voices heralding
the emergence of the Asian Century. The Fortress,
The next era of financial inter-mediation is upon us
however, appears to have some cracks, as shifts in
and the coming digital decade will transform every
U.S. foreign, fiscal, and regulatory policies are making
aspect of finance. Digitization is opening new market
it less impregnable than ever before. What happens if
opportunities from AI-driven decision making to crypto-
the pillars of Fortress America—energy independence,
currencies, while bots and other emerging technologies
manufacturing, technological innovation, demographic
are influencing how individuals interact, changing the
and political stability—begin to weaken? Ron explores
adviser-client relationship. Futurist and author, Dr.
how shifting domestic and global political environments
Shawn DuBravac shares how mounting cyber-attacks,
could strain the economy, disrupt certain industries, and
the rise of artificial intelligence and digitized data are
affect financial markets in the relatively near future.
altering risk management, how decisions are made, and
how valuations are derived.
03/18 www.AFP2018.org 21WHO WILL INSPIRE YOU?
Share Your Solution
with the World
With the AFP 2018 Pinnacle Awards your idea
can have a big impact on the profession.
By recognizing the best in treasury and finance, the Pinnacle Awards VIDEO
aim to show successes in the industry while recognizing the
practitioners moving the profession forward.
AFP, MUFG invite you to nominate your unique idea that increased
revenue, reduced risk, enhanced productivity, saved costs or
improved quality.
Three Pinnacle Award finalists and the grand prize winner will be
honored at AFP 2018.
Check Out Last Year’s Finalists:
AFP 2017 Pinnacle Award
Finalist Solutions
Submit your entry at www.AFP2018.org/Pinnacle Watch the Video
03/18 www.AFP2018.org 22WHO DO YOU WANT TO MEET?
WHO DO YOU WANT TO MEET?
NETWORKING EVENTS
Program as of 3/12/18. Subject to change.
Networking has a huge impact on professional development and we’re giving you
See the full list.www.AFP2018.org
so many opportunities to take advantage of it at AFP 2018—from organized events
to organic meet-ups throughout the convention center.
EVENTS FOR EVENTS FOR
EXTROVERTS: INTROVERTS:
Welcome Reception, Payments or PaintFest, AFP Aware Community Service
FP&A Reception Projects, Wellness Zone Sessions
GET OUT OF YOUR COMFORT ZONE! GET OUT OF YOUR COMFORT ZONE!
Try the Certification or FP&A Luncheon Try the Payments, FP&A or
and sit back and listen. Executive Reception for one-on-one
conversations by specialty.
EVENTS FOR
INTUITIVES:
AFP MindShift Keynote,
Exhibit Hall Grand Opening Reception
GET OUT OF YOUR COMFORT ZONE!
Try the Welcome Reception and kick
back with your colleagues.
03/18 www.AFP2018.org 24WHO DO YOU WANT TO MEET?
NETWORKING
EVENTS Sunday Events Monday Events Tuesday Events
Some programs have eligibility requirements
and are subject for review. Program as of 3/12/18.
Subject to change.
AFP AWARE COMMUNITY AFP EXECUTIVE BREAKFAST EXECUTIVE INSTITUTE
SERVICE EVENTS (Limited to executive-level corporate practitioners)
LUNCHEON
Sponsored by (Limited to executive-level corporate practitioners)
Sponsored by
Sponsored by
Welcome AFP CANADIAN RECEPTION EXECUTIVE INSTITUTE
Reception (Limited to Canadian registrants) LUNCHEON CERTIFICATION LUNCHEON
Sponsored by (Limited to executive-level corporate practitioners) (Limited to CTPs, CTP(CDs), CCMs and FP&As)
Sponsored by Sponsored by
AFP EXECUTIVE RECEPTION
(Limited to executive-level corporate practitioners)
FP&A LUNCHEON EXHIBIT HALL CLOSING
Sponsored by
(Limited to FP&As and FP&A corporate practitioners)
Sponsored by
RECEPTION
EMERGING LEADERS
ROUNDTABLE
(Limited to corporate practitioners) FP&A RECEPTION
History of Chicago (Limited to FP&As and FP&A corporate practitioners)
Sponsored by
at Revel Motor Row EXHIBIT HALL GRAND
Sunday | 7:30-9:00p.m.
OPENING RECEPTION
Experience a piece of Chicago
history at the iconic Revel Motor INDUSTRY ROUNDTABLES
Row. Walk through a timeline of FP&A ROUNDTABLE LUNCHEON
Chicago’s rich history. (Limited to FP&As and FP&A corporate
practitioners) (Limited to corporate practitioners)
1876 Chicago Cubs
Sponsored by Sponsored by
1893 Chicago’s World Fair
1900 White Sox
PAYMENTS RECEPTION PAYMENTS BREAKFAST
1950 Chicago Blues (Limited to corporate practitioners) (Limited to corporate practitioners)
1966 Chicago Bulls Sponsored by
1991 Lollapalooza PAYMENTS ROUNDTABLE
(Limited to corporate practitioners)
PAYMENTS MIXER
Sponsored by
WELCOME RECEPTION AT
REVEL MOTOR ROW
03/18 www.AFP2018.org 25WHO DO YOU WANT TO MEET?
EXHIBITORS
Program as of 3/12/18. Subject to change.
Tips on navigating the floor
You can accomplish so much in just three days in the Exhibit Hall at AFP 2018.
Here are some tips to make the most of this impressive space.
#1 #2 #3
DETERMINE YOUR GOAL RESEARCH YOUR OPTIONS UTILIZE THE DIGITAL
First things first, figure out your With 200+ exhibitors, you have a lot PRODUCT SHOWCASE
objective. Are you in the market for a of possibilities. Do your homework and
New for AFP 2018, this interactive display
new Treasury Management System? Do determine which booths you should visit
outside of the Exhibit Hall allows you
you want to make new bank connections? to maximize your time.
to search for exhibitors, products or
Interested in a cloud-based solution for
services and map out your route.
modeling? This is your opportunity to
demo your options with no risk.
See the full list of Exhibitors at www.AFP2018.org
03/18 www.AFP2018.org 26WHAT WILL YOU EXPERIENCE?
CHICAGO
WHAT WILL YOU EXPERIENCE?
AIRPORT CODES: ORD, MDW | CURRENCY: $ USD | TIME ZONE: CST
THE MCCORMICK PLACE CHICAGO
WINDY CONVENTION CENTER
2.6 million square feet
is made up of
77 COMMUNITIES
CITY has
of exhibition space making it bringing their own
the LARGEST CONVENTION CENTER UNIQUE CULTURES
in the nation with them
Cloud Gate—
POPULATION MORE THAN
There are
“THE BEAN” 2.7 MILLION 7,300 RESTAURANTS
in Chicago
—is cleaned twice daily 3rd most populous
city in the US
Home to
WILLIS TOWER
There are over is the 2NDLARGEST
250+ PROFESSIONAL building in the US,
PERFORMANCE 26 MILES standing at 1,450 feet tall.
It has 110 floors and it
COMPANIES, OF BEACHES took 2,000 workers
Chicago is a theater town along Lake Michigan 3 years to build
03/18 www.AFP2018.org 28WHAT WILL YOU EXPERIENCE?
3.5
Miles
HOTEL AND SHUTTLES
Chicago Marriott Downtown
Magnificent Mile Intercontinental Chicago
Magnificent Mile
Sheraton Chicago
Program as of 3/12/18. Subject to change. Hotel and Towers 3
Miles
Hyatt Regency
HOTEL Hotel List Chicago
– CHICAGO MARRIOTT DOWNTOWN The Palmer House Hilton
2.5
MAGNIFICENT MILE Miles
– HILTON CHICAGO
– HYATT REGENCY CHICAGO
– HYATT REGENCY MCCORMICK PLACE (Headquarter Hotel)
– INTERCONTINENTAL CHICAGO
MAGNIFICENT MILE
– MARRIOTT MARQUIS CHICAGO
Hilton Chicago 1.5
Miles
– THE PALMER HOUSE HILTON
– SHERATON CHICAGO HOTEL AND TOWERS
Please note: Convention Management Resources, Inc. (CMR) is the only
official housing agent for the AFP 2018 in Chicago. No other housing
company or travel agency is authorized to place hotel reservations on
behalf of AFP.
Select your hotel at www.AFP2018.org/Housing
Shuttle Information
Hotels not within walking distance of the McCormick Place West Building Marriott Marquis
will have complimentary shuttle service and most will be able to access Chicago Hyatt Regency
dedicated convention center bus lanes. You’ll bypass city traffic and get to McCormick Place
all the AFP 2018 action in a jiffy.
McCormick Place
03/18 www.AFP2018.org 29WHAT WILL YOU EXPERIENCE?
REGISTRATION
It’s easy to see why you need to
be at AFP 2018.
Registration Pricing
Member Non-Member
Early (By May 18, 2018) $1,274 $1,669
Standard (By September 28, 2018) $1,649 $2,044
On-site (After September 28, 2018) $1,899 $2,294
If you are not a current AFP member, the non-member rate includes one year of
membership in addition to your AFP 2018 registration.
Three Ways to Register
Online: www.AFP2018.org/Register
Fax: 301.907.2864 (Credit card payments only)
Mail: AFP, P.O. Box 64714, Baltimore, MD 21264
(Check payments)
Printable registration forms located at www.AFP2018.org
REGISTER BY MAY 18 TO SAVE $625
www.AFP2018.org
03/18 www.AFP2018.org 30WHAT WILL YOU EXPERIENCE?
TEAMS
Program as of 3/12/18. Subject to change.
Teams Save More Practitioner Team Pricing
FIRST AND SECOND PRACTITIONER, EACH AT FULL RATE
Significant savings for corporate practitioner teams PLUS relevant, Member Non-Member
valuable content for you and every member of your team— Early (By May 18, 2018) $1,274 $1,669
sounds like a pretty good deal.
Standard (By September 28, 2018) $1,649 $2,044
On-site (By October 22, 2018) $1,899 $2,294
For qualifications and details, visit www.AFP2018.org
ADDITIONAL APPLICANTS AT THE TEAM RATE
Member Non-Member
Early (By May 18, 2018) $895 $1,290
Standard (By September 28, 2018) $995 $1,390
Team registration is limited to corporate practitioners from the
same employing company.
03/18 www.AFP2018.org 31WHAT WILL YOU EXPERIENCE?
Now that we’ve got you on board, let’s
CONVINCE YOUR BOSS
Some cost-savings info you can share:
2 Airports Make It Affordable
O’Hare International Airport (ORD) is 17 miles from downtown Free Shuttles
and Midway International Airport (MDW) is 10 miles from
Complimentary shuttle service is offered from hotels in the AFP
downtown.
block not within walking distance of the McCormick Place West
Building.
HOTEL
HOTEL
Housing For Best Rates
AFP Official Housing is your source for the best rates near the
McCormick Place West Building. Driving Option With Parking
If you’re within driving distance, you’ll have a dedicated lot next
to the McCormick Place West Building.
Meals Taken Care Of Onsite
Breakfast and lunch are on us and feature the exclusive caterer
SAVOR…Chicago who takes pride in serving locally sourced food.
In fact, they’ve created a 2.5 acre rooftop garden at the West
Building where seasonal harvests such as beets, kale, carrots Check out our tips and fill out the Approval Form.
and much more are grown.
www.AFP2018.org
03/18 www.AFP2018.org 32SPONSORS
Program as of 3/12/18. Subject to change.
Platinum Gold Bronze General
Silver
Find the most up-to-date listing at www.AFP2018.org
AFP, Association for Financial Professionals, the AFP logo, Certified Treasury Professional, CTP, the CTP logo, Certified Corporate FP&A Professionals, FP&A and the FP&A logo are registered trademarks of the Association for Financial Professionals. ©03/18.
03/18 www.AFP2018.org 33You can also read
