Articles
BCP: Adapting Processes & Technology
Over the past few months, treasury departments have had to quickly adapt their processes and technology to remote working environment.
Over the past few months, treasury departments have had to quickly adapt their processes and technology to remote working environment.
07/06/2020
Creating a Budget for the Post-Pandemic World
For many organizations, planning a budget beyond Q3 2020 feels like shooting at a moving target in the dark.
For many organizations, planning a budget beyond Q3 2020 feels like shooting at a moving target in the dark.
06/30/2020
Building Actionable Resilience: The Real Options Approach
Most organizations build in actionable resilience by pre-planning responses and pre-positioning resilience capabilities that can be used in different risk scenarios.
Most organizations build in actionable resilience by pre-planning responses and pre-positioning resilience capabilities that can be used in different risk scenarios.
06/30/2020
Keys to Setting Up a Treasury Operation
A companion webinar to the 2020 APAC Treasury Management Handbook, sponsored by Kyriba, looked at the challenges of setting up a treasury operation.
A companion webinar to the 2020 APAC Treasury Management Handbook, sponsored by Kyriba, looked at the challenges of setting up a treasury operation.
06/29/2020
Looking Ahead: Skillsets for Finance’s Future
Finance professionals in APAC discuss the skillsets that will be needed as companies navigate their way through the COVID-19 crisis and beyond.
Finance professionals in APAC discuss the skillsets that will be needed as companies navigate their way through the COVID-19 crisis and beyond.
06/29/2020
APAC Update: AFP Announces Matrix Partnership, CFA Waiver
AFP announced a formal partnership with Matrix Institute of Professionals, and exempted CFAs from taking the first part of the FP&A exam.
AFP announced a formal partnership with Matrix Institute of Professionals, and exempted CFAs from taking the first part of the FP&A exam.
06/29/2020
Planning Tools: Comparing Software & Negotiating Contracts
What should you consider as you compare potential planning systems and enter into negotiations with a vendor?
What should you consider as you compare potential planning systems and enter into negotiations with a vendor?
06/23/2020
Companies Turn to Bank Deposits in COVID-19 Crisis
Companies prefer holding short-term investments in banks due to economic concerns during the COVID-19 crisis, according to the 2020 AFP Liquidity Survey, underwritten by Invesco.
Companies prefer holding short-term investments in banks due to economic concerns during the COVID-19 crisis, according to the 2020 AFP Liquidity Survey, underwritten by Invesco.
06/23/2020
Mainstreaming Risk in Routine Processes
Trends in risk management bring FP&A and risk closer together. Some organizations, like Abt Associates, integrate risk management across their entire business.
Trends in risk management bring FP&A and risk closer together. Some organizations, like Abt Associates, integrate risk management across their entire business.
06/16/2020
Actively Testing Your Business Continuity Plan
Testing out your business continuity plan (BCP) is incredibly important, especially in terms of making sure your technology can withstand a crisis event.
Testing out your business continuity plan (BCP) is incredibly important, especially in terms of making sure your technology can withstand a crisis event.
06/16/2020
Libor Update: New SOFR Guidance, Fed Comments on Ameribor
The Federal Reserve’s Alternative Reference Rates Committee (ARRC) has released new guidance on transitioning away from Libor to SOFR. But while SOFR is the Fed’s preferred successor, Chairman Jerome Powell indicated that Ameribor also has a future as an alternative rate.
The Federal Reserve’s Alternative Reference Rates Committee (ARRC) has released new guidance on transitioning away from Libor to SOFR. But while SOFR is the Fed’s preferred successor, Chairman Jerome Powell indicated that Ameribor also has a future as an alternative rate.
06/09/2020
Summer 2020 AFP Exchange to Be Available Online Only
AFP has decided to make the Summer 2020 edition of AFP Exchange, and potentially future issues, online only.
AFP has decided to make the Summer 2020 edition of AFP Exchange, and potentially future issues, online only.
06/03/2020
Reducing DSO: Know Your Customer
Third-party solutions can greatly reduce days sales outstanding (DSO), but the customer and the vendor need to be on the same page.
Third-party solutions can greatly reduce days sales outstanding (DSO), but the customer and the vendor need to be on the same page.
06/02/2020
COVID-19 Survey: How FP&A Will Change
This final article in the FP&A COVID-19 Survey series takes a look ahead and asks the FP&A community, “Once this crisis ends, what do you believe FP&A will be doing differently?”
This final article in the FP&A COVID-19 Survey series takes a look ahead and asks the FP&A community, “Once this crisis ends, what do you believe FP&A will be doing differently?”
05/28/2020
COVID-19 Survey: FP&A Recognizes the Need for BCP
AFP's FP&A COVID-19 Survey emphasizes the need for a strong business continuity plan (BCP), with 80% of respondents rating their BCP as effective.
AFP's FP&A COVID-19 Survey emphasizes the need for a strong business continuity plan (BCP), with 80% of respondents rating their BCP as effective.
05/28/2020
In the COVID-19 World, Technology is Key for Finance
Although COVID-19 has disrupted operations for many organizations, new technologies have provided opportunities for some APAC treasury and finance departments.
Although COVID-19 has disrupted operations for many organizations, new technologies have provided opportunities for some APAC treasury and finance departments.
05/27/2020
FP&A COVID-19 Survey: Additional Visibility For FP&A
The 2020 FP&A COVID-19 Survey examined how FP&A practitioners have been supporting their business partners and adding value throughout their enterprises.
The 2020 FP&A COVID-19 Survey examined how FP&A practitioners have been supporting their business partners and adding value throughout their enterprises.
05/20/2020
Certification, Education Are Critical for Career Advancement
Higher education and professional certification each play a critical role in the career advancement of financial professionals, according to the 2020 AFP Compensation Report.
Higher education and professional certification each play a critical role in the career advancement of financial professionals, according to the 2020 AFP Compensation Report.
05/19/2020
Survey: Uncertainty Weighs Heavily on FP&A
FP&A professionals expect information uncertainty to have a major impact on their organizations, according to the AFP COVID-19 FP&A Survey.
FP&A professionals expect information uncertainty to have a major impact on their organizations, according to the AFP COVID-19 FP&A Survey.
05/18/2020
Reducing DSO Through New Technology
The days sales outstanding (DSO) metric may regain prominence as companies face new challenges in terms of collecting payments. Recent advancements in technology can help.
The days sales outstanding (DSO) metric may regain prominence as companies face new challenges in terms of collecting payments. Recent advancements in technology can help.
05/12/2020
The Power of Diversity in Finance
In a FinNext 2020 Virtual Series webinar, panelists provided actionable insights towards establishing a culture and policies that support a diverse workplace.
In a FinNext 2020 Virtual Series webinar, panelists provided actionable insights towards establishing a culture and policies that support a diverse workplace.
05/12/2020
Tony Hawk: Perseverance Makes Perfect
Gain insights from skateboarding legend Tony Hawk on perseverance and authenticity, shared in an interview with AFP CEO Jim Kaitz.
Gain insights from skateboarding legend Tony Hawk on perseverance and authenticity, shared in an interview with AFP CEO Jim Kaitz.
05/12/2020
COVID-19: FP&A Professionals Expect a Painful, Slow Recovery
FP&A professionals anticipate a long-lasting and damaging impact on earnings and revenue due to the COVID-19 pandemic.
FP&A professionals anticipate a long-lasting and damaging impact on earnings and revenue due to the COVID-19 pandemic.
05/11/2020
How Can Risk Methodologies Improve FP&A?
FP&A is connected to risk management. A new guide explores how risk methodologies have the potential to improve the FP&A function.
FP&A is connected to risk management. A new guide explores how risk methodologies have the potential to improve the FP&A function.
05/05/2020
How Treasury Can Be Seen as a Trusted Advisor
In volatile and uncertain times, organizations look to treasury departments to guide them. But treasury must first establish trust to be seen in this light.
In volatile and uncertain times, organizations look to treasury departments to guide them. But treasury must first establish trust to be seen in this light.
05/05/2020
COVID-19 Crisis Shakes Up Companies’ Cash Deployment Plans
The coronavirus pandemic caused U.S. companies to hold onto their cash in first quarter 2020. However, the current quarter is likely to see many organizations releasing some of that cash out of necessity.
The coronavirus pandemic caused U.S. companies to hold onto their cash in first quarter 2020. However, the current quarter is likely to see many organizations releasing some of that cash out of necessity.
04/28/2020
CPA, CMA and CTP Holders Can Waive Part I of FP&A Exam
AFP has announced that current holders of the CPA, CMA or CTP credential are eligible to waive Part I of the FP&A Professional Exam.
AFP has announced that current holders of the CPA, CMA or CTP credential are eligible to waive Part I of the FP&A Professional Exam.
04/28/2020
How to Job Search in the Coronavirus Environment
Bryan Lapidus, FP&A, Director of the FP&A Practice at AFP, and Constance Moonzwe, Executive Director of RSMC Services, discuss how financial professionals can search for jobs in the current environment.
Bryan Lapidus, FP&A, Director of the FP&A Practice at AFP, and Constance Moonzwe, Executive Director of RSMC Services, discuss how financial professionals can search for jobs in the current environment.
04/24/2020
What the CEO and the Board Expect of Finance in a Crisis
AFP CEO Jim Kaitz hosts a panel discussion on what the CEO and the board are asking of treasury and finance during the coronavirus crisis.
AFP CEO Jim Kaitz hosts a panel discussion on what the CEO and the board are asking of treasury and finance during the coronavirus crisis.
04/21/2020
COVID-19 Crisis: Treasurers Race to Preserve Liquidity
A new AFP Survey, underwritten by BMO, finds companies putting off hiring and capex in the coronavirus crisis.
A new AFP Survey, underwritten by BMO, finds companies putting off hiring and capex in the coronavirus crisis.
04/21/2020
Key Challenges to Planning System Implementation
During a FinNext Virtual Series roundtable, sponsored by QueBIT, finance practitioners discussed their struggles to move up the technology ladder. They also weighed in on whether organizations are continuing implementations amid the coronavirus pandemic.
During a FinNext Virtual Series roundtable, sponsored by QueBIT, finance practitioners discussed their struggles to move up the technology ladder. They also weighed in on whether organizations are continuing implementations amid the coronavirus pandemic.
04/20/2020
Selecting a Cash Forecasting Methodology
Identify different cash forecasting methodologies and the information sources used in building short-term cash flow forecasts.
Identify different cash forecasting methodologies and the information sources used in building short-term cash flow forecasts.
04/15/2020
Treasury Tips: Doing Business in New Territories
The 2020 AFP Asia-Pacific Treasury Management Handbook, sponsored by Kyriba, explores some of the vital treasury elements that enable a company to begin doing business in a new country.
The 2020 AFP Asia-Pacific Treasury Management Handbook, sponsored by Kyriba, explores some of the vital treasury elements that enable a company to begin doing business in a new country.
04/15/2020
BEC Scams Poised to Surge in Coronavirus Crisis
Fraudsters exploit the global turmoil caused by the coronavirus crisis, leading to an increase in business email compromise (BEC) scams. Discover the impact of the pandemic on fraudulent activities.
Fraudsters exploit the global turmoil caused by the coronavirus crisis, leading to an increase in business email compromise (BEC) scams. Discover the impact of the pandemic on fraudulent activities.
04/14/2020
What COVID-19 Is Telling FP&A About Skills
Bryan Lapidus, FP&A, Director of the FP&A Practice at AFP, and Constance Moonzwe, Executive Director of RSMC Services, discuss FP&A skills that matter the most in the current environment.
Bryan Lapidus, FP&A, Director of the FP&A Practice at AFP, and Constance Moonzwe, Executive Director of RSMC Services, discuss FP&A skills that matter the most in the current environment.
04/09/2020
The View from the Risk Office
Bryan Lapidus, FP&A, Director of the FP&A Practice at AFP, and Ted Carter, Interim Chief Risk Officer for T. Rowe Price, discuss how the risk office is working with finance.
Bryan Lapidus, FP&A, Director of the FP&A Practice at AFP, and Ted Carter, Interim Chief Risk Officer for T. Rowe Price, discuss how the risk office is working with finance.
04/08/2020
Survey: BEC Is the Leading Cause of Fraud Attempts
Business email compromise (BEC) remains the leading cause of attempted or actual payments fraud attacks, as per the 2020 AFP Payments Fraud and Control Survey, underwritten by J.P. Morgan.
Business email compromise (BEC) remains the leading cause of attempted or actual payments fraud attacks, as per the 2020 AFP Payments Fraud and Control Survey, underwritten by J.P. Morgan.
04/07/2020
Scenario Planning in Times of Uncertainty, Part 2
Gain insights into scenario planning during times of crisis through an interview with Bryan Lapidus, FP&A Director at AFP, and Jack Alexander, CFO and Founder of Jack Alexander and Associates, LLC.
Gain insights into scenario planning during times of crisis through an interview with Bryan Lapidus, FP&A Director at AFP, and Jack Alexander, CFO and Founder of Jack Alexander and Associates, LLC.
04/07/2020
FP&A and Accounting: Working Together in a Crisis
Bryan Lapidus, FP&A, Director of the FP&A Practice at AFP, discusses how FP&A and accounting can work together in times of crisis with Gabe Zubizarreta, CEO of Silicon Valley Accountants.
Bryan Lapidus, FP&A, Director of the FP&A Practice at AFP, discusses how FP&A and accounting can work together in times of crisis with Gabe Zubizarreta, CEO of Silicon Valley Accountants.
04/06/2020
Scenario Planning in Times of Uncertainty, Part 1
Engage in a conversation about scenario planning in times of uncertainty, featuring insights from Bryan Lapidus, FP&A Director at AFP, and Jack Alexander, CFO and author.
Engage in a conversation about scenario planning in times of uncertainty, featuring insights from Bryan Lapidus, FP&A Director at AFP, and Jack Alexander, CFO and author.
04/02/2020
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