Continuing Education Credits
The AFP FP&A Series helps you maintain your professional credentials. This event qualifies for 3.2 CTP/CCM, FPAC and CPE credits. To obtain the maximum number of credits one must attend all sessions.
CTP/CCM and FPAC Recertification Credits
Please self-report your credits in the Recertification Resource Center at www.AFPonline.org/recert. You will receive a confirmation of your attendance for your records after completing the Session Evaluation for each session attended.
CPA Continuing Professional Education (CPE) Credits
To request a confirmation of CPE credits earned, complete the Session Evaluation for each session attended. Enter the CPE Code provided at the end of the session in the required field.
 | The Association for Financial Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy
have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-
2417. For more information regarding administrative policies such as complaints and refunds, please contact AFP Customer Service, 4520 East-West Hgwy., Suite 800, Bethesda, MD 20814, 301.907.2862, [email protected]. Website: www.nasba.org |
| SESSION TITLE | SESSION DESCRIPTION | LEARNING OBJECTIVES | CREDITS (CTP/CCM, FPAC, CPE) | CPE FIELD of STUDY |
|---|---|---|---|---|
| Nimble Finance | The capability to sense and respond to change can be built, measured and scaled in organizations. Based on XYZ research from IIBA, this session will cover eight traits of a nimble organization, and then apply them to the AFP FP&A Maturity Model. | - Learn the traits of nimble organizations. - Learn how FP&A can put these traits into practice. | 0.8 | Business Management & Organization |
| How Finance Can Support Business Agility | All companies need to react to a changing market and environment. As FP&A establishes processes to get its work done, is that enabling business agility and resiliency, or creating a barrier to flexible responses? This case study of Roche Pharmaceutical Finance’s agile transformation will show how routine processes such as reporting, budgeting and performance management can connect finance to their internal customers and support (or even drive) customer value creation. | - Key steps to Roche Finance’s transformation to a more agile finance function - Benefits of the Finance transformation on the business agility | 0.8 | Business Management & Organization |
| Building and Leading Resilient Teams | The true test of a team's resilience is when its leader or key players steps away in the middle of a crisis. Will the whole system collapse because one individual element is missing? Or will the team step up, conquer the adversity, and continue to thrive afterwards? One of the best ways to prepare teams for these types of situations is to apply the principles used for succession planning, team development, and diversity. In doing so, Leaders can equip, empower, and motivate their teams to remain strong despite future challenges. | - Understand how a succession planning mindset can help build organizational resilience. - Learn how to build leadership credibility to keep teams motivated through tough times. - Explore new ways to develop individual team members to enhance retention. | 0.8 | Business Management & Organization |
| Agile and Resilient Finance Teams | Volatility is constant and disruption is picking up speed. Businesses need to anticipate and make decisions quickly to changes in the business environment and so stakeholders and shareholders are expecting more out of CFOs to provide real-time insights and options. While CFOs prioritize FP&A improvement and digitization, however, efforts to date have yielded mixed results. In our research and experience, agile and resilient FP&A organizations balance the process, culture, technology, and development of capabilities to deliver world class results. | - Learn how to define the ambition of FP&A with the overall business strategy. - Learn how to create the enablers of world class finance. | 0.8 | Business Management & Organization |