For a copy of any of the sessions listed please contact Chris Banas, Educational Programs Administrator at 301.961.8816.
8:30 a.m. - 9:30 a.m.
A New Model for Leadership: How Finance and Treasury Professionals Can Provide Leadership in Turbulent Times
- How do you create a successful future for your organization when 70% of new change initiatives fail? In these turbulent times, people are looking to financial professionals for leadership. However, the old solutions don't work in the current environment. If the old ways of operating and past experience won't get us out of the current crisis, what will? How do you get your people to take on new levels of accountability when everyone is under the stress of surviving the current crisis? Learn how to avoid the mistakes of the past and lead your people and your organization effectively given the new financial realities.
Book signing at the AFP Bookstore (Booth 523) to follow this session.
- Steve Zaffron, Chief Executive Officer, Vanto Group
1:30 p.m. - 3:00 p.m.
Why the CTP Credential?
- AFP's Certified Treasury Professional certification signifies your mastery of a rigorous body of treasury, cash and risk management knowledge, 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 will discuss why they encourage their staffs to pursue the designation.
- Sally Smedal, CTP, Chief Financial Officer, G.L. Mezzetta, Inc.
- James V. Harrison, CTP, Operations Manager, Progressive Casualty Insurance Co.
- Joseph E. Orfano CTP, Assistant Treasurer, NV Energy Inc.
- Christine Monaghan, CTP, Trade Finance Operations Manager, Nike, Inc.
- James T. Flurry, CTP, Director, Treasury Operations, PPL Corporation
4:00 p.m. - 5:00 p.m.
Now That I Have the Dream Job, How Do I Enhance It?
- In today's economic environment, it is just as important to understand how to keep your career on track and growing rapidly as it is to get a good job. This session will examine strategies to enhance your career growth (internally and externally) once you have achieved your "dream job."
- Allen A. Geller, Managing Director, Raines International
10:30 a.m. - 12:00 p.m.
Influence Without Authority - Treasury's Challenge
- Increasingly, treasury personnel must interact with people in other departments over whom they have no direct control. This session explores the communication skill of influence, the psychology of influence and the various influence styles and tactics. Learn behaviors that may undermine your ability to influence others and get support for your objectives and initiatives.
- Blanche E. Roberts, CTP, Senior Consultant, Zehren-Friedman Associates
Innovation and Transformation through Business Acumen Programs
- This session will discuss innate financial competencies, business acumen and the nine financial signatures of executives, and how these factors impact financial performance, innovation and valuation outcomes of organizations. The presentation will demonstrate how to identify and measure financial impact and business acumen using formal assessment instruments and then use these findings to implement business transformation programs to improve financial performance, competitive positioning and market value.
- E. Ted Prince, Ph.D., Chief Executive Officer and Founder, Perth Leadership Institute
2:00 p.m. - 3:00 p.m.
Things Are Different This Time - Career/Job Search Strategies for Financial Professionals in an Uncertain Market
- This session will help you focus on your future and examine the steps necessary to plan your career in finance. Examine the market and technical changes taking place in the treasury job search/career development arena and look at the steps you will need to take to keep pace with the market for treasury and risk management.
- Martin Campbell, President/Recruiter, M. Campbell Associates, Inc.
3:15 p.m. - 4:15 p.m.
Dealing with Difficult Negotiators: Getting Past "No"
- This session introduces negotiation strategies for treasury and finance professionals to help them break through barriers to achieve agreement, as outlined in the book "Getting Past No" (William Ury). This five-step process will help participants understand how to remove barriers to a mutually satisfactory agreement. The five steps include: taking a higher-level, neutral view, acknowledging the other party's perspective and showing respect, utilizing interactive listening techniques, taking steps to bridge gaps and save face, and using power to educate.
- Stephen Frenkel, Director of Negotiation Programs, Mediation Works, Inc. (MWI)
Create a Winning Mindset to Position Your Company for Success
- Explore how effective finance and treasury leadership and management can create a winning mindset in effective organizations. The discussion will focus on seven key issues which can make the difference between organizations that thrive and organizations that are crippled in times of crisis.
- John Hupalo, President, Hupalo Advisory Partners, LLC
Dennis Alimena, Ph.D., Founding Partner, CreativQuest Consulting
8:00 a.m. - 9:00 a.m.
Career Changing Strategies in Times of Turmoil
- Do desperate times call for desperate measures? Can you still advance your career during financial turmoil? This session will take you through the key strategies and tactics that will enhance your career in any economy. Attendees will discover the best ways to highlight their expertise, understand and capitalize on their unique abilities, and make a positive difference under any circumstances.
- Cynthia J. Kohlbry, Managing Director, Conley & Company
9:15 a.m. - 10:15 a.m.
Jump Starting Project Management Practices
- This session will introduce treasury and finance professionals to the disciplined practices, controls and behaviors associated with project management. As we face the toughest economic times that many of us have seen in our lifetime, "change" initiatives will face more scrutiny than ever before. This session will provide attendees with a foundation of project management knowledge so they can build these skills through further consideration and research.
- Karen McIsaac, PmP, Founder and Managing Director, Project Managers, Inc.