All Events

Normal

Stretch Your Analytics to New Levels

7.2 CTP Credits
7.2 FPA Credits
0 CPE Credits

Normal

Lead with and Master Data: On-Demand Training offered by the Association for Financial Professionals.

8.4 CTP Credits
8.4 FPA Credits
0 CPE Credits

Normal

Educational

On Demand Payment Seminar

4.8 CTP Credits
4.8 FPA Credits
0 CPE Credits

Discussion regarding best practices for the RFP from a practitioner's perspective as well as a banker's perspective.

1.2 CTP Credits

Webinar

Educational

Join this companion webinar to the AFP Risk Survey where we will examine how Treasury Professionals manage the three of the biggest risks impacting them: Cybersecurity, Business Risk and GeoPolitical. We will discuss ways Treasury Departments align resources to support underlying business needs and assist in protecting their supply chains with a focus across the globe. We will discuss the tools Treasury Departments have to mitigate risk as the landscape continues to evolve.

1.2 CTP Credits
1.2 FPA Credits
1.2 CPE Credits

Self-Paced Module

Day in the Life of a Treasurer

0 CTP Credits
7.2 FPA Credits
0 CPE Credits

Self-Paced Module

Through this 8+ hour seminar, gain a thorough understanding of the fundamentals of treasury management, and get ideas for ways treasury departments can add value to your company while increasing responsibility and visibility.

0 CTP Credits
10.4 FPA Credits
N/A CPE Credits

The North Carolina Treasury Management Association ("NCTMA") and the South Carolina Association for Financial Professionals ("SCAFP") will host the 36th Annual Carolinas Cash Adventure conference!

TBD CTP Credits
TBD FPA Credits

Virtual Seminar

Educational

Course Agenda 1. Review of Macros 2. Visual Basic Editor • Inserting a module 3. Visual Basic Language • Functions and subroutines • Variables, data types, and arrays • Iteration and flow control • Debugging • Case study: Hedge volume function 4. Reference to Cells and Worksheets • Ranges • Message and input boxes 5. Case Study: Multi-lateral netting application 6. Other topics: Random numbers, option valuation, etc.

7.2 CTP Credits
7.2 FPA Credits
7.2 CPE Credits

Self-Paced Module

This interactive and entertaining 5-hour seminar offers both a different perspective on and practical suggestions for presenting effectively all those numbers so critical to an FP&A professional’s job.

6.3 CTP Credits
6.3 FPA Credits

Virtual Seminar

Educational

Communication skills are vital to a financial professional’s business success. One study estimates that 85 percent of success in business is determined by communication skills, and employers rank “verbal communication skills” as the most important skill necessary to do the job well. This seminar provides strategies and tools that can be immediately applied, including how to create a communication skills development plan. Learn how to effectively communicate through both written and verbal financial presentations.

4.8 CTP Credits
4.8 FPA Credits
4.8 CPE Credits

Certification Webinar

General

Join AFP staff to learn about the foundation of the FP&A Professional certification program, the application, registration, and testing process.

Normal

In this hands-on workshop, attendees learn business partnering techniques corresponding to effective reporting with Power BI.

7.2 CTP Credits
7.2 FPA Credits
7.2 CPE Credits

Virtual Seminar

Educational

• Examining historical growth rates • Estimating expected growth rates • Practice and discussions • Modeling time series data & forecasting accuracy evaluations • Modeling revenue with seasonality • Modeling revenue using regression analysis • Modeling revenue uncertainty using Monte Carlo simulations

4.8 CTP Credits
4.8 FPA Credits
4.8 CPE Credits

Six (6) Sessions will feature leading practitioners and industry experts discussing best practices, current trends, and important developments in the fields of treasury, accounting and finance.

Pending AFP approval CTP Credits
Pending AFP approval FPA Credits

Virtual Seminar

Educational

Forecasts are all but guaranteed to be wrong. Nevertheless, companies should always aspire to be as accurate as possible and have ways to adjust their methods for forecasting in uncertain times. This half day course is designed to provide you with implementation ready and theoretical approaches for improving the accuracy of forecasts. Identify key business drivers of growth and improve future visibility for agile decision making and learn how to implement simple yet powerful modeling techniques to remove guesswork, increase confidence, and mitigate risk through data integration, scenario management, and predictive simulation.

4.8 CTP Credits
4.8 FPA Credits
4.8 CPE Credits