Articles
AFP In-Depth: Making Mobile Payments Relevant for Treasury
Discover the potential of mobile payments for businesses. Sassan Parandeh discusses mobile payments for treasury and finance executives.
Discover the potential of mobile payments for businesses. Sassan Parandeh discusses mobile payments for treasury and finance executives.
05/11/2015
New Guide Shows Why FP&A Professionals Dive Deep into Data
Maximize the use of analytics in FP&A and drive strategic decision-making with expert advice from AFP's FP&A Guide Series.
Maximize the use of analytics in FP&A and drive strategic decision-making with expert advice from AFP's FP&A Guide Series.
05/05/2015
How to Unlock Treasury’s Value and Turn Insight into Action
Zanders and AFP's Corporate Treasurers Council explore unlocking treasury value and making an impact.
Zanders and AFP's Corporate Treasurers Council explore unlocking treasury value and making an impact.
05/05/2015
Case Study: How One Firm Maintains a Short Budgeting Cycle
Explore how Cooper, Gay, Swett & Crawford maintains a short budgeting cycle through standard templates and a clear timeline.
Explore how Cooper, Gay, Swett & Crawford maintains a short budgeting cycle through standard templates and a clear timeline.
05/01/2015
How One Treasury Analyst Kicked his Career into High Gear
Accelerate your treasury career by obtaining the AFP Certified Treasury Professional (CTP) certification. Learn from Rafael Andrade's experience.
Accelerate your treasury career by obtaining the AFP Certified Treasury Professional (CTP) certification. Learn from Rafael Andrade's experience.
04/29/2015
Five Common FP&A Problems and How to Solve Them
After her latest round of meetings with financial planning and analysis professionals across the globe, Larysa Melnychuk, managing director of the FP&A Club of AFP, reflected on the biggest obstacles FP&A professionals face, and possible solutions to overcome them.
After her latest round of meetings with financial planning and analysis professionals across the globe, Larysa Melnychuk, managing director of the FP&A Club of AFP, reflected on the biggest obstacles FP&A professionals face, and possible solutions to overcome them.
04/28/2015
AFP In-Depth: FP&A’s Important Role in the IPO Process
In the latest video from AFP's In-Depth series, Jim Grube, senior vice president of financial planning and analysis at Hilton Worldwide, discusses why FP&A should be involved in the IPO process.
In the latest video from AFP's In-Depth series, Jim Grube, senior vice president of financial planning and analysis at Hilton Worldwide, discusses why FP&A should be involved in the IPO process.
04/27/2015
Pinnacle Awards: Five Ways to Make Your Submission Stand Out
Tom Hunt, CTP, shares tips to strengthen your Pinnacle Awards submission. The Pinnacle Awards recognize excellence in treasury and finance and are sponsored by Wells Fargo.
Tom Hunt, CTP, shares tips to strengthen your Pinnacle Awards submission. The Pinnacle Awards recognize excellence in treasury and finance and are sponsored by Wells Fargo.
04/24/2015
TMS Survey: SaaS Appeals, But Installed Systems Still Rule
Despite improved technological capability of cloud-based systems, installed treasury management systems (TMS) remain the offering of choice, according to new research.
Despite improved technological capability of cloud-based systems, installed treasury management systems (TMS) remain the offering of choice, according to new research.
04/21/2015
It’s Time for Finance to Embrace ‘Little Bets’
Learn how finance professionals can stand out and contribute to the organization's success by understanding every aspect of the business and following guiding rules.
Learn how finance professionals can stand out and contribute to the organization's success by understanding every aspect of the business and following guiding rules.
04/17/2015
Payments Security Guide Provides Insights for Fighting Fraud
AFP's Payments Security Guide helps identify weak payment channels and provides preventive measures to improve payments security.
AFP's Payments Security Guide helps identify weak payment channels and provides preventive measures to improve payments security.
04/14/2015
A 3-Step Approach to Improving Your Investment Portfolio
Improve your investment portfolio with a three-step approach, optimizing your investment strategies and enhancing returns in the financial market.
Improve your investment portfolio with a three-step approach, optimizing your investment strategies and enhancing returns in the financial market.
04/10/2015
Effective Controls Treasurers Can Use to Reduce Fraud
Explore effective controls to mitigate payments fraud discussed by treasury professionals at AFP's Treasury Advisory Group meeting.
Explore effective controls to mitigate payments fraud discussed by treasury professionals at AFP's Treasury Advisory Group meeting.
04/06/2015
AFP In-Depth: How to Define Key Performance Indicators
Learn about identifying valid key performance indicators (KPIs) for organizations, as discussed by Gary Cokins in AFP's In-Depth video series.
Learn about identifying valid key performance indicators (KPIs) for organizations, as discussed by Gary Cokins in AFP's In-Depth video series.
04/03/2015
3 Ways to Match Payments with Remittance Information
Matching payments with remittance information presents challenges for treasury departments; explore available options and their limitations.
Matching payments with remittance information presents challenges for treasury departments; explore available options and their limitations.
04/01/2015
New Guide Identifies the Blind Spots in Investment Analysis
AFP's guide, The Missing Links in Investment Analysis, examines building a portfolio management strategy for successful investments.
AFP's guide, The Missing Links in Investment Analysis, examines building a portfolio management strategy for successful investments.
03/18/2015
March Risk Newsletter: Why Treasurers Should Oversee ERM
This issue emphasizes the role of corporate treasurers in enterprise risk management and provides tips on fighting cybercrime and preparing for global risks.
This issue emphasizes the role of corporate treasurers in enterprise risk management and provides tips on fighting cybercrime and preparing for global risks.
03/12/2015
FP&A Interview: Swiss Re’s Andreas Schertzinger
Need more proof that these are challenging times for FP&A professionals? On the day that AFP spoke with Zurich-based Andreas Schertzinger, Head Reinsurance FP&A, Managing Director, Swiss Re, the Swiss central bank abandoned its currency cap, and the resulting Francogeddon saw the CHF rise more than against the euro and dollar in one day.
Need more proof that these are challenging times for FP&A professionals? On the day that AFP spoke with Zurich-based Andreas Schertzinger, Head Reinsurance FP&A, Managing Director, Swiss Re, the Swiss central bank abandoned its currency cap, and the resulting Francogeddon saw the CHF rise more than against the euro and dollar in one day.
03/02/2015
AFP In-Depth: Treasury Insights on Fraud, Cybersecurity
Rue Jenkins, assistant treasurer at Costco, discusses the effectiveness of EMV technology in card-present transactions and improving cyberpayment security.
Rue Jenkins, assistant treasurer at Costco, discusses the effectiveness of EMV technology in card-present transactions and improving cyberpayment security.
02/27/2015
How the FP&A Certification Can Lead to Immediate Success
FP&A certification proves beneficial for Todd Peterson, leading to a promotion.
FP&A certification proves beneficial for Todd Peterson, leading to a promotion.
02/25/2015
Cybersecurity: Setting an Appropriate Management Strategy
The CTC Guide to Cybersecurity helps organizations establish effective cybersecurity management strategies, including treasury departments.
The CTC Guide to Cybersecurity helps organizations establish effective cybersecurity management strategies, including treasury departments.
02/17/2015
February Risk Newsletter: The Top Drivers of Uncertainty
When it comes to risk, the results are in: Check out the 2015 AFP Risk Survey in the February issue of Risk newsletter to learn the top five drivers of uncertainty.
When it comes to risk, the results are in: Check out the 2015 AFP Risk Survey in the February issue of Risk newsletter to learn the top five drivers of uncertainty.
02/12/2015
AFP Fraudwatch: Think Twice Before Sending that Wire
Stay informed about the risks associated with wire transfers and the prevalence of business email compromise scams impacting corporate treasurers.
Stay informed about the risks associated with wire transfers and the prevalence of business email compromise scams impacting corporate treasurers.
01/30/2015
12 Tips to Decide When to Return Capital to Shareholders
Based on interviews with treasury practitioners, AFP collected the 12 pointers to help treasury groups in the process of determining their organization’s capital structure.
Based on interviews with treasury practitioners, AFP collected the 12 pointers to help treasury groups in the process of determining their organization’s capital structure.
01/29/2015
‘Stick to Your Knitting’: 3 ERM Challenges for Treasurers
When it comes to leading their company's ERM efforts, corporate treasurers who want to gain a broader role often face three key challenges.
When it comes to leading their company's ERM efforts, corporate treasurers who want to gain a broader role often face three key challenges.
01/28/2015
AFP Survey: Earnings Uncertainty, Cyberattacks Top of Mind
2015 AFP Risk Survey reveals leveling off of uncertainty over corporate earnings and growing concerns about cyberattacks.
2015 AFP Risk Survey reveals leveling off of uncertainty over corporate earnings and growing concerns about cyberattacks.
01/21/2015
FP&A Professionals: Why Driver-Based Planning Matters
Driver-based planning can reduce non-value-added activities in FP&A processes, addressing CFOs' dissatisfaction. Dubai FP&A Club explores this approach.
Driver-based planning can reduce non-value-added activities in FP&A processes, addressing CFOs' dissatisfaction. Dubai FP&A Club explores this approach.
01/14/2015
Speaking at AFP Annual: 6 Ways Your Submission Can Stand Out
Learn how to make your session submission stand out for a chance to speak at AFP's Annual Conference.
Learn how to make your session submission stand out for a chance to speak at AFP's Annual Conference.
01/07/2015
Chip & PIN for Americans: Too Difficult, Or Too Costly?
Learn about the delay in implementing chip-and-PIN technology for credit cards in the United States.
Learn about the delay in implementing chip-and-PIN technology for credit cards in the United States.
01/06/2015
Tips on Presenting Financial Data to the Executive Team
Gain insights on effectively presenting financial data to executives who may not have a numerical focus in their daily work.
Gain insights on effectively presenting financial data to executives who may not have a numerical focus in their daily work.
01/05/2015
Futures in Finance: How to Prepare for Meeting with the CFO
Prepare for treasury meetings with internal stakeholders, learn key leadership traits, and get tips on self-marketing in this month's issue.
Prepare for treasury meetings with internal stakeholders, learn key leadership traits, and get tips on self-marketing in this month's issue.
12/19/2014
AFP Guide: How to Conduct a Successful Banking RFP
Best practices for conducting a successful banking request for proposal (RFP) in treasury.
Best practices for conducting a successful banking request for proposal (RFP) in treasury.
12/16/2014
Treasury Tips: How to Convey Your Message to the CFO
Treasurer's guide to effectively conveying messages to CFO and internal stakeholders.
Treasurer's guide to effectively conveying messages to CFO and internal stakeholders.
12/11/2014
AFP Chairman: Leadership Traits ‘Innate and Learned’
Explore the leadership traits that contribute to success, whether innate or learned, as highlighted by AFP Chairman Anthony Scaglione.
Explore the leadership traits that contribute to success, whether innate or learned, as highlighted by AFP Chairman Anthony Scaglione.
12/10/2014
Treasury Best Practices: Creating a Detailed M&A Plan
Integrating an acquisition or merger presents a complex challenge for the treasury organization. It is therefore imperative that treasury has a clear plan as to how it wants to integrate a new company, as well as a solid understanding of the complexities that may arise during integration.
Integrating an acquisition or merger presents a complex challenge for the treasury organization. It is therefore imperative that treasury has a clear plan as to how it wants to integrate a new company, as well as a solid understanding of the complexities that may arise during integration.
11/26/2014
Around the World, FP&A Goes by Many Names
Explore the different names and terms used for financial planning and analysis (FP&A) outside of the US.
Explore the different names and terms used for financial planning and analysis (FP&A) outside of the US.
11/24/2014
7 Tips for Designing an Effective Dashboard for Management
When using graphics to create management reporting dashboards, FP&A professionals must tailor the images to their audience. How that’s done depends on the objective of the message.
When using graphics to create management reporting dashboards, FP&A professionals must tailor the images to their audience. How that’s done depends on the objective of the message.
11/17/2014
November FP&A Newsletter: 20 Data Visualization Tips
The FP&A newsletter offers valuable insights from industry peers, including tips for data visualization, rolling forecasts, and communication.
The FP&A newsletter offers valuable insights from industry peers, including tips for data visualization, rolling forecasts, and communication.
11/06/2014
Case Study: How Dresser-Rand Implemented a Global Cash Pool
Learn about Dresser-Rand Group's implementation of a global cash pool and how it enhances the availability and liquidity of previously trapped cash.
Learn about Dresser-Rand Group's implementation of a global cash pool and how it enhances the availability and liquidity of previously trapped cash.
11/04/2014
Why Multinationals Should Consider Invoicing in RMB
Explore the growth and impact of renminbi (RMB) cross-border trade in the five years since its pilot introduction, as discussed during the 2014 AFP Annual Conference.
Explore the growth and impact of renminbi (RMB) cross-border trade in the five years since its pilot introduction, as discussed during the 2014 AFP Annual Conference.
11/04/2014
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