All Events

Self-Paced Module

Educational

CTP On Demand Review

0 CTP Credits
0 FPA Credits
0 CPE Credits

Self-Paced Module

Stretch Your Analytics to New Levels

7.2 CTP Credits
7.2 FPA Credits
0 CPE Credits

Self-Paced Module

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

Virtual Seminar

The FP&A Exam Prep Bootcamp is designed for professionals who need a refresher on the topics covered in the FP&A exam but have limited time to do so. This 10 hour long course requires attendees to have access to the FP&A Exam Prep Platform.

0 CTP Credits
0 FPA Credits
0 CPE Credits

Virtual Roundtable

Educational

Finance executives know all about timing: close, planning and forecast cycles, strategic reviews and investment gates. In his book, “When,” Daniel Pink looks into the research about timing in ways that can help us professionally and personally, including how to optimize your daily routine through tasks, time and breaks. Stepping back, Pink looks at readiness for life decisions as well. Join a group of finance

1.2 CTP Credits
1.2 FPA Credits
1.2 CPE Credits

Tips and check lists on saving for retirement, budgeting and income planning.

3.6 CTP Credits
3.6 FPA Credits

Webinar

Educational

For treasurers, there remains much confusion about what new intelligent technologies truly offer for cash, payments and risk management, as well as the implications for the careers of treasury professionals. In this webinar, treasury experts from AFP and Kyriba will demystify the latest research on the impact of intelligent and emerging technologies and discuss what treasury can expect over the next five to ten years.

1.2 CTP Credits
1.2 FPA Credits
1.2 CPE Credits

Virtual Seminar

Educational

Improving Forecast Accuracy

4.8 CTP Credits
4.8 FPA Credits
4.8 CPE Credits

Virtual Seminar

Helen Kane will talk about Foreign Exchange Exposure Management.

7.2 CTP Credits
7.2 FPA Credits
7.2 CPE Credits

Virtual Seminar

Educational

Hedge FX Exposure

7.2 CTP Credits
7.2 FPA Credits
7.2 CPE Credits

Webinar

Educational

Implementing an effective planning system is a foundational step for FP&A, starting strong is key to your success. How you structure your software evaluation process is critical to your long-term success—what tradeoffs will you make? How should you choose an implementation partner? What does your vendor want you NOT to do? In this webinar, a panel of experts and practitioners will discuss how they laid the groundwork for a successful planning system implementation during the software selection phase. This webinar is a companion to the AFP Guide to Implementing a Planning System, Part 2: Selecting the Software.

1.2 CTP Credits
1.2 FPA Credits
1.2 CPE Credits

Industry update on the faster payments initiative.

1.2 CTP Credits

Webinar

Educational

Every day, finance guides a business through strategic, financial and technical evaluations to help their organizations make better decisions and allocate resources to the most effective use. The project investment process is one of the most important ways to accomplish this. What projects should we undertake? When should they begin? How much risk are we taking? In this webinar we will discuss the key insights from the 2019 AFP Project Investment Decisions Survey research, which focused on two parts of this critical function: 1) The process of project decision making, 2) the cost of capital calculation.

1.2 CTP Credits
1.2 FPA Credits
1.2 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

Virtual Seminar

Educational

Implementing AI

7.2 CTP Credits
7.2 FPA Credits
7.2 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

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