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The Resource for the Global Finance Profession


Surveys and Guides

Be Recognized as a Thought Leader

Align your company with original AFP market research by underwriting one of AFP’s research surveys. Underwriting AFP research is a great way to communicate your commitment to the industry, demonstrate your thought leadership and elevate your brand. As a sponsor of AFP research, your company plays a key role in the thought leadership and innovation driving your customer’s success. Please note that AFP retains complete editorial control on all research.



Risk SurveySold

Survey Release: January 2016

AFP and Oliver Wyman have joined forces to produce a series of annual risk management surveys to study the impact that uncertainty has on Treasury and Finance and on organizations as a whole. The survey generates responses from financial professionals across North America that provide insight on what companies perceive to be the biggest risks to earnings and the challenges in dealing with them. The sponsor receives a mention in the cover letter and press release, and its company logo on the survey instrument and report cover.


Treasury Management Systems SurveySold

Survey Release: April 2016

Treasury Management Systems (TMS) are used by treasury departments to assist in conducting complex functions and enable treasury departments to operate more efficiently and effectively. This survey studies trends in TMS, assesses the current benefits of these systems, challenges they present and opportunities for improvement.

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Compensation Survey

Survey Release: May 2016

As one of AFP’s most popular research products, the Compensation Survey is a report that thousands of financial professionals turn to for benchmarking their own compensation to that of their peers, and to assist in the hiring of new staff in their treasury and/or finance departments. This popular report is an AFP member-only benefit; non-AFP members can access the executive summary of the report by becoming a registered user of the AFP website.


Electronic Payments Survey

Survey Release: October 2016

The AFP Electronic Payments Survey gauges the extent to which treasury and finance professionals are taking advantage of payments innovations to accommodate the pace of change in a complex business-to-business payments environment. The survey identifies changes in U.S. business payments practice, including the drivers of change, the benefits gained, and the barriers to realizing future of fully electronic payments.


Business Outlook Survey

Survey Release: December 2015

This survey captures finance professionals’ views on the state of business conditions. AFP members who respond to the survey represent organizations from a wide range of industries of varying sizes. The survey results provide an excellent indicator of future business investments. The sponsor receives a mention in the cover letter and press release, and its company logo on the survey instrument and report cover.


Payments Fraud SurveySold

Survey Release: March 2016

Each year, AFP conducts a survey on payments related issues. Previous survey topics included payments risk controls and consumer payment choices. The sponsor receives a mention in the cover letter and press release, and its company logo on the survey instrument and report cover.

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Liquidity Survey 

Survey Release: Summer 2016

AFP members provide detailed information on their organizations’ policies and practices related to their short-term investments. This annual survey not only records investor attitudes toward cash investing and the use of well-established investment vehicles, but also explores the use of newer investment vehicles and tools. The sponsor receives a mention in the cover letter and press release, and its company logo on the survey instrument and report cover.


AFP Corporate Cash Indicators™Sold

A quarterly study that measures recent and anticipated changes in U.S. corporate cash balances.


Transaction Banking Survey

Survey Release: September 2016

The AFP Transaction Banking Survey examines organizations’ level of satisfaction with their banking service providers. The survey also assesses the number of banking relationships maintained, factors considered when selecting banking partners, banking channels and access preferences.


Payments Cost Benchmarking SurveySold

Survey Release: October 2016

The AFP Payments Cost Benchmarking Survey is the first ever of its kind targeted to a corporate audience. It is designed to help financial professionals gague their companies' payment methods wtih those of their peers. The results will help finance professionals reduce their organizations’ payments costs and improve their payments processes.


AFP Annual Conference Onsite Survey

Survey Release: November 2016

Each year, AFP surveys over 6,000 attendees at the AFP Annual Conference on the issues that matter most to them. The results provide a live snapshot of how the latest economic, political, and technological trends are affecting treasury and finance professionals.

Sponsor Benefits

  • Sponsor recognition as the exclusive underwriter on the survey questionnaire and on the cover of the survey report.
  • Availability of the survey report to AFP members electronically at no cost and promoted through AFP Exchange magazine.
  • An opportunity to provide a one-page introductory letter to be included in the survey report.
  • Sponsor recognition as the exclusive underwriter of the report in all AFP materials that promote the report.
  • A full-page advertisement of your design on the back cover of the report.
  • Sponsor recognition on the survey report landing page.
  • Sponsor recognition as the exclusive underwriter of the guide in AFP Exchange.
  • Promotion of the report to AFP members through the Treasury & Finance Week newsletter and other AFP marketing vehicles.
    AFP also announces the availability of the survey report on the AFP homepage.
  • An opportunity to distribute electronic copies of the report in its original, unaltered form to clients and prospects.
  • An opportunity to introduce a complimentary AFP-hosted webinar covering the report or a related topic.

Contact the AFP sales department at 301.961.8861. All survey reports are available on www.AFPonline.org/Research.


An in-depth look at a specified topic that is developed via interviews with treasury professionals. The quarterly guides offer practical applications and tools to help our members make informed decisions on topics:

Financial Planning & Analysis Guides


CTC Guides

Designed for treasury executives.

Global Liquidity Guides

Underwritten by Reval

Payments Decision Guides

Underwritten by Fifth Third Bank  

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