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One day. Endless options.

33

MONDAY OCTOBER 24Monday | 8:00–9:30 A M

AFP Executive BreakfastInternational Political Tensions and the Threat to Global Business

Sponsored by RBC Royal Bank

Gideon Rachman is the Chief Foreign Affairs Commentator for the Financial Times and an expert in economics, politics and globalization Rachman calls upon his experience and expertise to break down the global political and economic threats treasury and finance professionals should have on their radar Hear from the man who has covered the global threats and has spoken to the Council on Foreign Affairs, the Brookings Institution and the London School of Economics about these very topics

Monday | 12:00–1:30 P M

AFP Executive Institute LuncheonDigital Disruption and the Role of Modern Finance

Sponsored by PNC

Safra Catz is the former chief financial office and current chief executive of Oracle As a former financial practitioner at one of the largest software companies in the world, she knows fi sthand how the rapid pace of technology can disrupt business With rapid advancements in technology comes a double-edged sword of constant demand from customers crippled by the emerging global threats in almost every industry Hear from a proven financial executive on how critical the leadership role will play in modern enterprise

Gideon RachmanChief Foreign Affairs CommentatorFinancial Times

Safra CatzCEOOracle

INTL FCStone Ltd (IFL) is a wholly owned subsidiary of INTL FCStone Inc (‘INTL”), a public company listed on the NASDAQ stock exchage (symbol “INTL”).IFL is registered in England and Wales (5616586) and is authorised & regulated by teh Financial Conduct Authority under the Payment Services Regulations 2009 (FRN 446717) for the provision of payment services. INTL acts as Agent for IFL in New York. INTL Asia Pte Ltd acts as agent for IFL in Singapore. All financial information and filings are public and can be viewed on the website of the Securities and Exchange Commision or on our website at www.intlfcstone.com.

AFPad_globalPayments_9x11.25_09.07.2016.indd 1 9/7/16 9:36 AM

AFP® Annual Conference | www.AFPConference.org34

Monday | 5:00–6:00 P M

FP&A Reception

Looking to continue the discussion from the FP&A Luncheon or sessions of interest? This is your event Connect with other finance practitioners involved in FP&A strategy or FP&A operations at an intimate networking event

Monday | 12:00–1:30 P M

FP&A LuncheonData is Beautiful: Harnessing the Power of Visualization to Surface Insight, Pattern and Stories from Numbers

Sponsored by Anaplan

Data journalist David McCandless is a lover of information McCandless takes the data from concepts and ideas and turns them into stunning visualizations and infographics He calls himself an “information designer” who tries to uncover the best techniques to better understand data In this era of constant data, it is often challenging to discern what is important and what is not In his presentation, McCandless will offer his principles and practices that work best in creating compelling and visually appealing graphics

David McCandless AuthorInformation Is Beautiful

35

7:30 A M —5:00 P M Registration West Registration

7:30 A M —5:00 P M AFP Executive Institute Lounge Sponsored by PNC W306AB

7:30—8:30 A M Attendee Breakfast Sponsored by American Express WA2

8:00—9:30 A M AFP Executive Breakfast Sponsored by RBC Royal Bank W304ABCD

8:30—9:30 A M Concurrent Educational Sessions See pages 36-37

8:30 A M —5:00 P M Exhibit Hall Open WA3-WB1

8:30 A M —5:00 P M Certified Treasury Professional (CTP) Exam Intensive Review Course Day 3 of 3

W107

9:30—10:30 A M Exhibit Hall Refreshment Break WA3-WB1

9:45—10:15 A M Learning Lounge Sessions 1 and 2 Booths 163 and 263


11:45 A M —1:00 P M Attendee Lunch Sponsored by American Express WA2

12:00—1:30 P M Industry Roundtables Luncheon Sponsored by Fifth Third Bank W101A, W101B, W102A, W102B, W103A, W103B, W104A, W104B

12:00—1:30 P M AFP Executive Institute Luncheon Sponsored by PNC W304ABCD

12:00—1:30 P M FP&A Luncheon Sponsored by Anaplan W203ABC

12:30—1:30 P M Exhibit Hall Dessert Reception WA3-WB1

1:00—1:30 P M Learning Lounge Sessions 3 and 4 Booths 163 and 263

1:45—5:00 P M AFP Executive Institute Sponsored by PNC W304EFGH

1:45—3:00 P M Concurrent Educational Sessions See pages 40-41

2:15—2:45 P M Learning Lounge Session 5 Booth 263

3:00—4:00 P M Exhibit Hall Refreshment Break WA3-WB1

3:15—3:45 P M Learning Lounge Sessions 6 and 7 Booths 163 and 263


5:00—6:00 P M FP&A Reception West Lobby A Outside Area

MONDAY OCTOBER 24 SCHEDULE AT-A-GLANCESchedule as of September 2016. All events take place at the Orange County Convention Center unless otherwise noted.


CONCURRENT EDUCATIONAL SESSIONSMONDAY, OCTOBER 24 | 8:30—9:30 A.M.

RISK MANAGEMENT

1 Exposure Analysis: Key for Effective Risk ManagementRoom: W203ABCCPA Field of Study: FIN

Bloomberg LP TMX Group, Inc

PAYMENTS

2 Blockchain & Public Ledgers: Moving Transactional Data into a New ParadigmRoom: W204ABCCPA Field of Study: SKA

BetterBuyDesign

GRAPHIC ILLUSTRATOR

FINANCIAL PLANNING & ANALYSIS

3 Driving Finance Transformation Through Integrated Business PlanningRoom: W205ABCCPA Field of Study: FIN

PELOTON GROUP CF Industries Holdings, Inc

GLOBAL TREASURY & FINANCE

4 Turning Volatility into Opportunities in China and Asia Room: W207ABCCPA Field of Study: FIN

Cummins Standard Chartered Honeywell International, Inc UPS

TREASURY MANAGEMENT

5 Corporate and Bank Relationships: The New NormalRoom: W208ABCCPA Field of Study: MAS

EmblemHealth Services, LLC Medtronic Inc Marsh & McLennan Companies Inc Bank of New York Mellon

PAYMENTS

6 Chip and PIN: Where Are We Now?Room: W209ABCCPA Field of Study: SKA

MUFG Union Bank, N A Imerys

CAREER DEVELOPMENT

7 Demystifying and Developing Millennial CareersRoom: W300CPA Field of Study: PD Time: 8:30–9:00 A.M.

Seidman Global LLC

INNOVATION SERIES


9 Cereal Opportunities in Working Capital ManagementRoom: W303ABCCPA Field of Study: FIN

Trufa ACE LLC General Mills, Inc

PENSION & BENEFITS

10 Risk Reduction Strategies for Nonqualified Executive PensionsRoom: W305ABCPA Field of Study: FIN

Pacific Life Insurance Company Red Wing Shoe Company Inc Mesirow Financial

Schedule as of September 16, 2016.

37

MONDAY, OCTOBER 24 | 8:30—9:30 A.M.

TREASURY MANAGEMENT

11 De-Coding Your Analysis StatementsRoom: W307ABCPA Field of Study: MAS

Redbridge DTA


12 FP&A in 401(k): The Fiduciary CaseRoom: W307CDCPA Field of Study: FP&A

Hanesbrands McDermott Will & Emery

PAYMENTS

13 Recovering From the Chaos of Payments FraudRoom: W308ABCDCPA Field of Study: SKA

Right! Systems Inc International Forest Products Corporation KeyBank

CAREER DEVELOPMENT

14 120 Years in Treasury Management, The SequelRoom: W309ABCPA Field of Study: BMO

BlackRock The Bancorp UPMC Enterprises Comcast Capital Corporation

CORPORATE FINANCE

15 Going Beyond TSR with EVA: Benchmark Financial ExcellenceRoom: W310ABCPA Field of Study: MAS

EVA Dimensions Ferro Corporation

CAREER DEVELOPMENT

16 Authentic Leadership: Moving ahead, Staying YourselfRoom: W311ABCDCPA Field of Study: PD

FEATURED SPEAKERCorrie Shanahan

TREASURY MANAGEMENT

17 Cash Forecasting Health Check: Maximize EffectivenessRoom: W311EFCPA Field of Study: BMO

Treasury Strategies Inc Afla

RISK MANAGEMENT

18 Optimizing your Financial Risk Management Strategy Through CollaborationRoom: W311GHCPA Field of Study: FIN

General Dynamics Corporation Ernst & Young LLP

GRAPHIC ILLUSTRATOR

Find full session descriptions and handouts on the AFP Annual Conference App.

Eligible for CTP/CCM recertification credits

Eligible for CTP/CCM career development credits

Eligible for FP&A recertification credits

Eligible for FP&A career development credits


CONCURRENT EDUCATIONAL SESSIONSMONDAY, OCTOBER 24 | 10:30 - 11:45 A.M.

TREASURY MANAGEMENT

19 Driving Efficiency in the Financial Supply ChainRoom: W204ABCCPA Field of Study: FIN

BB&T O’Reilly Auto Parts

GRAPHIC ILLUSTRATOR


20 How Finance Is Embracing Big Data to Drive Smarter Business DecisionsRoom: W205ABCCPA Field of Study:

Providence-St Joseph’s Health Payless ShoeSource Inc The Hackett Group

TREASURY MANAGEMENT

21 Managing Liquidity in a Post-Reform WorldRoom: W207ABCCPA Field of Study: BMO

American Honda Motor Company Capital Advisors Group, Inc Vertex Pharmaceuticals Incorporated Hunt Companies, Inc

TREASURY MANAGEMENT

22 Managing Strategic Technological and Business ChangeRoom: W208ABCCPA Field of Study: CS

J P Morgan Chase Bank, National Association Chesapeake Energy Corporation

PAYMENTS

23 The US Shifts Gears to Real-TimeRoom: W209ABCCPA Field of Study: SKA

Federal Reserve Banks The Clearing House The PNC Financial Services Group, Inc


24 Visually Presenting the Messages from AnalysisRoom: W300Time: 10:30-11:00 A.M.CPA Field of Study: SKA

ThinkOutsideTheSlide com

INNOVATION SERIES


25 How to Measure What MattersRoom: W300Time: 11:15-11:45 A.M.CPA Field of Study: SKA

Deloitte Archer Daniels Midland Co

INNOVATION SERIES


26 Offshore Cash: What does the Future Hold?Room: W303ABCCPA Field of Study: FIN

QUALCOMM Incorporated BlackRock Priceline Group

PENSION & BENEFITS

27 401k Plan Management Best PracticesRoom: W305ABCPA Field of Study: FIN

SLOCUM Tennant Company






39

MONDAY, OCTOBER 24 | 10:30 - 11:45 A.M.


28 Global Banking Strategy: Single or Multi?Room: W307ABCPA Field of Study: BMO

Viacom, Inc Citi Mentor Graphics Corporation

CORPORATE FINANCE

29 Equipment Leasing Strategy & Best PracticesRoom: W307CDCPA Field of Study: BMO

Bluesky Capital Strategies Westgate Resorts, Ltd

PAYMENTS

30 A Transforming World: How Large Restaurant Companies Manage Treasury in a Consumer Driven Technology EnvironmentRoom: W308ABCDCPA Field of Study: CS

Flynn Restaurant Group P F Chang’s China Bistro, Inc Chick-fil A, Inc Bank of America Merrill Lynch

CAREER DEVELOPMENT

31 Bringing Leadership Home: Three Key Performance StrategiesRoom: W309ABCPA Field of Study: PD

Focused Leadership Consulting Source Gas

RISK MANAGEMENT

32 Managing FX Risk From the Top Down: Setting FX Risk Management Objectives in the C-SuiteRoom: W310ABCPA Field of Study: FINCredits: CTP, FP&A

Wells Fargo Alexion Pharmaceuticals, Inc


33 An Outlook on the Global Economy, Markets, and GeopoliticsRoom: W311ABCDCPA Field of Study: CS

FEATURED SPEAKERDan Burns

CAREER DEVELOPMENT

34 Career Success and Communication Skills: One and Inseparable, Now and ForeverRoom: W311EFCPA Field of Study: PD

Educational Records Bureau Baylor Scott & White Health X5 Retail Group

PAYMENTS

35 Dial M for Mobile, N for NowRoom: W311GHCPA Field of Study: SKA

Fiserv Blue Flame Consulting Great Plains Energy

GRAPHIC ILLUSTRATOR



CONCURRENT EDUCATIONAL SESSIONSMONDAY, OCTOBER 24 | 1:45 - 3:00 P.M.

CAREER DEVELOPMENT

36 Growing Your People: The Science of EngagementRoom: W204ABCCPA Field of Study: PD

The BB&T Leadership Institute

GRAPHIC ILLUSTRATOR


37 How Activity Based Costing Can Drive Enterprise ValueRoom: W205ABCCPA Field of Study: FIN

Kaiser Permanente Analytics-Based Performance Management LLC

PAYMENTS

38 Dizzying Array of Upcoming Payment Capabilities Impacting CorporatesRoom: W207ABCCPA Field of Study: SKA

The Clearing House Zenith Information Systems Inc Cigna Pitt Ohio Express

RISK MANAGEMENT

39 Hilton’s New Approach to Business Continuity and CrisisRoom: W208ABCCPA Field of Study: BMO

Hilton Worldwide FTI Consulting


40 Getting the Most Out of Global CashRoom: W209ABCCPA Field of Study: FIN

Harley-Davidson Cigna

PAYMENTS

41 Fighting Back Against Business Email Compromise Fraud: Steps Companies Need to Take NowRoom: W300Time: 1:45–2:15 P.M.CPA Field of Study: SKA

Snell & Wilmer

INNOVATION SERIES

PAYMENTS

42 Why Corporates Want Banks to Implement BlockchainRoom: W300Time: 2:30PM–3:00PMCPA Field of Study: SKA

Seagate Technology US Dataworks

INNOVATION SERIES

CORPORATE FINANCE

43 Activist Investors: Translating Risk Into ResilienceRoom: W303ABCCPA Field of Study: FIN

PwC

PENSION & BENEFITS

44 Pension De-Risking and Cost Reduction StrategiesRoom: W305ABCPA Field of Study: FIN

Amherst H Wilder Foundation Ernst & Young Pacific Life Insurance Company






41

MONDAY, OCTOBER 24 | 1:45 - 3:00 P.M.


45 Collecting, Benchmarking and Negotiating International Bank FeesRoom: W307ABCPA Field of Study: BMO

Marriott Vacations Worldwide Corporation Redbridge DTA


46 OSI and Brookings: How to Become a Business PartnerRoom: W307CDCPA Field of Study: FIN

OSI Industries LLC The Brookings Institution

PAYMENTS

47 Smarter Payments in a Mobile WorldRoom: W308ABCDCPA Field of Study: SKA

The Hunt Companies J P Morgan

TREASURY MANAGEMENT

48 Effectively Managing Rating Agency RelationshipsRoom: W309ABCPA Field of Study: BMO

Hologic, Inc Redbridge DTA Moody’s Investors Service Cabot Corporation

RISK MANAGEMENT

49 Culture: The Heart and Soul of ERMRoom: W310ABCPA Field of Study: FIN

USAA KPMG

RISK MANAGEMENT

50 The Human Side of CybersecurityRoom: W311ABCDCPA Field of Study: CS

FEATURED SPEAKERJennifer Golbeck

PAYMENTS

51 Flotation Devices for the Ocean of PaymentsRoom: W311EFCPA Field of Study: SKA

PNC Bank Ricoh USA Inc


52 Using KPIs to Monitor Your StrategyRoom: W311GHCPA Field of Study: SKA

Ominitracs

GRAPHIC ILLUSTRATOR

EXECUTIVE INSTITUTE

54 Striking the Right Balance in Capital StructureRoom: W304EFGHCPA Field of Study: FIN

Goldman, Sachs & Co PennTex Midstream Partners, LLC Popeyes Louisiana Kitchen, Inc Wharton School of Business, University of Pennsylvania


CONCURRENT EDUCATIONAL SESSIONSMONDAY, OCTOBER 24 | 4:00 - 5:00 P.M.

PAYMENTS

55 Key Strategies to Simplify Cash ApplicationRoom: W203ABCCPA Field of Study: SKA

Cabela’s US Dataworks Akebono Brake Corporation Seagate Technology

CAREER DEVELOPMENT

56 Female Leadership within Treasury: Expanding Diversity and Inclusion Within the Treasury and Finance IndustryRoom: W204ABCCPA Field of Study: PD

Allegis Group, Inc Bank of America Merrill Lynch

GRAPHIC ILLUSTRATOR


57 Treasury & Tax: A Business-Critical PartnershipRoom: W205ABCCPA Field of Study: TX

Ernst & Young Bank of the West Ocean Spray Cranberries, Inc

PAYMENTS

58 Juicing Cash with a Revamped Card ProgramRoom: W207ABCCPA Field of Study: SKA

Wells Fargo Bank Great Plains Energy Incorporated


59 The Power of Pooling: Can It Work for You?Room: W208ABCCPA Field of Study: FIN

Accenture Halyard Health ING/BMG

TREASURY MANAGEMENT

60 What is Your Cash Forecast Costing You?Room: W209ABCCPA Field of Study: FIN

Kyriba Evraz North America American Capital, Ltd


61 How to Use the AFP’s FP&A Maturity ModelRoom: W300Time: 4:00—4:30 P.M.

AFP Peloton Group

INNOVATION SERIES

TREASURY MANAGEMENT

62 Escheatment Reporting Has Become More Complicated… Why?Room: W303ABCCPA Field of Study: BL

Salt River Project MarketSphere Unclaimed

PENSION & BENEFITS

63 The Retirement Industry’s Impending RMD TsunamiRoom: W305ABCPA Field of Study: FIN

BNY Mellon



43

MONDAY, OCTOBER 24 | 4:00 - 5:00 P.M.

TREASURY MANAGEMENT

64 Unlocking the Mysteries of Bank FeesRoom: W307ABCPA Field of Study: BMO

Redbridge DTA

RISK MANAGEMENT

65 FX Hedging: Managing Emerging Market Currency RiskRoom: W307CDCPA Field of Study: ACCT

The Coca-Cola Company Bloomberg LP

RISK MANAGEMENT

66 Currency Volatility and Hedging: How to Protect the MarginsRoom: W308ABCDCPA Field of Study: ACCT

Jabil Circuit, Inc Hedgetrackers

CAREER DEVELOPMENT

67 Why the Certified Corporate Financial Planning & Analysis CredentialRoom: W309ABCPA Field of Study: PD

Velta Johnson & Johnson DLT Solutions AFP

CAREER DEVELOPMENT

68 Leading Under Pressure to Drive ResultsRoom: W310ABCPA Field of Study: PD

Strategic Alignment Partners, Inc


69 From Bean Counters to Business Partners: Transforming Modern FinanceRoom: W311ABCDCPA Field of Study: FIN

Oracle Corporation


70 A Global Compliance Solution: Maintain a Strategic CourseRoom: W311EFCPA Field of Study: FIN

Treasury Strategies Inc First Data Corporation Tishman Speyer Properties LP Wells Fargo


71 Building FP&A’s Analytics CapabilityRoom: W311GHCPA Field of Study: FIN

Konica Minolta, Inc Jabil Circuit, Inc

GRAPHIC ILLUSTRATOR

EXECUTIVE INSTITUTE

72 Bridging the Risk and Sustainability GapRoom: W304EFGHCPA Field of Study:

Greenbiz MillerCoors, LLC Oliver Wyman, Inc OSI Industries, LLC PNC Bank





45

tuesday keynoteTuesday | 3:15—4:30 P.M.

The Sky Is Not The Limit: Lessons From A Year In SpaceAn astronaut since 1996, Captain Scott Kelly’s achievements over his illustrious 20-year career with NASA earned him the coveted position as America’s fi st astronaut to spend a year in space During his time in space he conducted experiments, worked on station modules and even spoke live with the American people on numerous occasions From the extensive planning and various risks that encompass a yearlong space mission to the long term deprivation from loved ones and Earth itself, Kelly shares stories from a year apart from Earth

Stop by the Captain Scott Kelly Selfie Station in Booth 663 at the Exhibit Hall Closing Reception to snap a photo with the iconic astronaut.

Captain Scott KellyHistory-Making U.S. AstronautRetired U.S. Navy Captain

TUESDAY OCTOBER 25


Tuesday | 12:00 – 1:45 P M

AFP Executive Institute Tuesday LuncheonTotal Leadership: Be a Better Leader, Have a Richer Life

Sponsored by PNC

Stew Friedman has been recognized as one of Thinkers50’s “world’s top 50 business thinkers” three times and twice as one of HR’s Most Influe tial International Thinkers Throughout his career Friedman has championed the idea of creating harmony between work and home life Friedman will draw upon his book, Total Leadership: Be a Better Leader, Have a Richer Life, to provide realistic steps to achieve his “four-way wins” These wins revolve around the idea of improving your performance at work, at home, in the community, and for yourself in mind, body and spirit

Tuesday | 12:00 – 1:45 P M

Certification LuncheonNavigating Today’s Global Markets: Mastering Uncertainty

Sponsored by PNC

Nader Mousavizadeh is a global thinker sought after by some of the world’s leading corporations, investors and organizations He frequently appears in The Financial Times, The New York Times and Reuters, where his writings touch on topics regarding geopolitical and macroeconomic issues Mousavizadeh will dive into discussions related to global market volatility, China’s strengths and weaknesses to global growth and America’s need to explore untapped markets With experience in diplomacy, investment banking and advisory, Mousavizadeh is sure to present thought provoking information you can act on immediately Nader Mousavizadeh

Co-founder & PartnerMacro Advisory Partners

Stew Friedman Professor of Management and DirectorWharton Work/Life Integration Project at The Wharton School, University of Pennsylvania

47

Tuesday | 4:30–5:30 P M

Exhibit Hall Closing ReceptionIt’s almost the end of another great Conference—time to celebrate! Grab some drinks with colleagues and be sure to stop by the Captain Scott Kelly Selfie Station in Booth 663 to snap a photo with the iconic astronaut

7:30 A M —3:00 P M Registration West Registration

7:30—8:30 A M Attendee Breakfast WA2

7:30 A M —4:00 P M AFP Executive Institute Lounge Sponsored by PNC W306AB


8:30—11:45 A M AFP Executive Institute Sponsored by PNC W304EFGH

8:30 A M —5:30 P M Exhibit Hall Open WA3-WB1

9:30—10:30 A M Exhibit Hall Refreshment Break WA3-WB1

9:45—10:15 A M Learning Lounge Sessions 8 and 9 Booths 163 and 263


11:45 A M —1:00 P M Attendee Lunch WA2

12:00—1:45 P M Certific tion Luncheon Sponsored by PNC WA1

12:00—1:45 P M AFP Executive Institute Luncheon Sponsored by PNC W304ABCD

1:00 —1:45 P M Exhibit Hall Dessert Reception WA3-WB1

1:15 —1:45 P M Learning Lounge Sessions 10 and 11 Booth 163-263


3:15—4:30 P M Tuesday Keynote WA1

4:30—5:30 P M Retail Reception Sponsored by China UnionPay USA LLC Booth 363

4:30—5:30 P M Exhibit Hall Closing Reception WA3-WB1

TUESDAY OCTOBER 25 SCHEDULE AT-A-GLANCESchedule as of September 2016. All events take place at the Orange County Convention Center unless otherwise noted.


CONCURRENT EDUCATIONAL SESSIONSTUESDAY, OCTOBER 25 | 8:30 - 9:30 A.M.

RISK MANAGEMENT

73 Captive Insurance Companies: Intersection of Risk and TreasuryRoom: W203ABCCPA Field of Study: FIN

Nelson Mullins Riley & Scarborough LLP Keystone Risk Partners LLC Caterpillar Financial Services Corporation State of Tennessee

PAYMENTS

74 Mobile Payments : Banking for a Better WorldRoom: W204ABCCPA Field of Study: SKA

Vodafone Group Services Limited Strategic Impact Advisors Pact Barclays

GRAPHIC ILLUSTRATOR


75 Talent Management and Development in Today’s EnvironmentRoom: W205ABCCPA Field of Study: HR

GROWMARK, Inc AFP Verizon Communications, Inc Cheesecake Factory

CAREER DEVELOPMENT

76 Different Signals: Mastering the Art of Nonverbal CommunicationRoom: W207ABCCPA Field of Study: PD

Hollinden

PAYMENTS

77 Safeguarding Complex Organizations from Payments FraudRoom: W208ABCCPA Field of Study: SKA

Tishman Speyer Properties LP J P Morgan Rockefeller Group International Inc


78 Is an In-House Bank Right for Your Organization?Room: W209ABCCPA Field of Study: BMO

Brown-Forman Corporation Bank of America Merrill Lynch Western Union Business Solutions

RISK MANAGEMENT

79 More Than Good Karma: Strong Ethical Culture Helps Prevent FraudRoom: W300Time: 8:30—9:00 A.M.CPA Field of Study: CS

BMO Financial Group

INNOVATION SERIES

CAREER DEVELOPMENT

80 Your Personal Brand: What Treasury and Finance Professionals Need to KnowRoom: W300Time: 9:15—9:45 A.M.CPA Field of Study: PD

MR Recruitment

INNOVATION SERIES


81 The Year Ahead for the U.S. Economy: Opportunities and RisksRoom: W303ABCCPA Field of Study: FIN

Comerica Bank






49

TUESDAY, OCTOBER 25 | 8:30 - 9:30 A.M.

CAREER DEVELOPMENT

82 Why the Certified Treasury Professional CredentialRoom: W305ABCPA Field of Study: PD

Vivint Quintiles Transnational Purdue University

TREASURY MANAGEMENT

83 Revving Up Your Investment ProgramRoom: W307ABCPA Field of Study: FIN

DaVita HealthCare Partners Inc

CORPORATE FINANCE

84 M&A Financing: Finding the Right MixRoom: W307CDCPA Field of Study: FIN

Stericycle Inc FedEx Corporation

RISK MANAGEMENT

85 Cybersecurity: A Clear and Present DangerRoom: W308ABCDCPA Field of Study: CS

Carlton Fields Barclays Bank AIG Marsh

TREASURY MANAGEMENT

86 Borrower Basic Training: Loan Document Fundamentals- Intensive WorkshopRoom: W309ABTime: 8:30—11:15 A.M.CPA Field of Study: BL

Reinhart Boerner Van Deuren, s c PNC Financial Services Group

PAYMENTS

87 Converting AP Spend to Commercial Cards: Whose Side Are You On?Room: W310ABCPA Field of Study: SKA

MineralTree

RISK MANAGEMENT

88 What the Rise of Asia Means for UsRoom: W311ABCDCPA Field of Study: BMO

FEATURED SPEAKERAnja Manuel

TREASURY MANAGEMENT

89 We Implemented a TRM System: Now What Do We Do?Room: W311EFCPA Field of Study: CS

Chanel, Inc Reval


90 Why the Cloud is Good for TreasuryRoom: W311GHCPA Field of Study: CS

Kyriba Delphi Automotive Systems, LLC American Capital, Ltd

GRAPHIC ILLUSTRATOR

EXECUTIVE INSTITUTE

91 Beyond Transformation: Treasury TranscendingRoom: W304EFGHCPA Field of Study: BMO

Zanders Allianz Global Corporate & Specialty WESCO Distribution, Inc



CONCURRENT EDUCATIONAL SESSIONSTUESDAY, OCTOBER 25 | 10:30 - 11:45 A.M.

RISK MANAGEMENT

92 Cybersecurity for EmployeesRoom: W203ABCCPA Field of Study: CS

ASR Group International, Inc Total Digital Security

PAYMENTS

93 Implementing Same-Day ACH for Time Sensitive PaymentsRoom: W204ABCCPA Field of Study: SKA

Verizon NACHA J P Morgan

GRAPHIC ILLUSTRATOR


94 Streaming Success: Netflix’s Treasury Powers Global GrowthRoom: W205ABCCPA Field of Study: FIN

Netflix, Inc J P Morgan

TREASURY MANAGEMENT

95 Credit Agreement Compliance: Best PracticesRoom: W207ABCCPA Field of Study: BL

The Scotts Miracle-Gro Company Hunton & Williams LLP

RISK MANAGEMENT

96 Hedge Accounting is Changing: Are You Ready to Maximize the Benefits?Room: W208ABCCPA Field of Study: ACCT

FASB Financial Accounting Standards Board Chatham Financial

TREASURY MANAGEMENT

97 Untangling the KYC ChallengeRoom: W209ABCCPA Field of Study: BL

ChildFund International Thomson Reuters

TREASURY MANAGEMENT

98 Developing Your Team into a Strategic Treasury and FP&A ConsultancyRoom: W300Time: 10:30-11:00 CPA Field of Study: FIN

Health Care Service Corporation

INNOVATION SERIES

TREASURY MANAGEMENT

99 Treasury as a Mission: World Vision International’s Global TreasuryRoom: W300Time: 11:15-11:45 AM CPA Field of Study: FIN

World Vision International

INNOVATION SERIES


100 More Efficient Planning Processes in the Cloud

Room: W303ABCCPA Field of Study: CS

TALEN ENERGY CORPORATION Huron Consulting Group Inc



51

TUESDAY, OCTOBER 25 | 10:30 - 11:45 A.M.

PENSION & BENEFITS

101 It’s All About Vintage: A Private Markets JourneyRoom: W305ABCPA Field of Study: FIN

Haworth, Inc NEPC, LLC

PAYMENTS

102 Building a Directory to Advance B2B e-PaymentsRoom: W307ABCPA Field of Study: SKA

WAUSAU Financial Systems Federal Reserve Bank Minneapolis Costco Wholesale Corporation


103 A Tale of Two Latin American TreasuriesRoom: W307CDCPA Field of Study: MAS

Uber adidas Latin America S A Citi

PAYMENTS

104 Fool Me Once: How NOT to Become a Fraud Case StudyRoom: W308ABCDCPA Field of Study: CS

Sprint Nextel Staples, Inc Bank of the West

CORPORATE FINANCE

105 Linking Your Performance Measures to DCF ValueRoom: W310ABCPA Field of Study: FIN

Hewlett Packard Enterprise Shareholder Value Advisors

CAREER DEVELOPMENT

106 The Culture Map: Breaking Through the Invisible Boundaries of Global BusinessRoom: W311ABCDCPA Field of Study: PD

FEATURED SPEAKERErin Meyer


107 Treasury Separation: Roadmap for a Successful SplitRoom: W311EFCPA Field of Study: MAS

Deloitte & Touche LLP Hewlett Packard

CAREER DEVELOPMENT

108 Turning Problem Employees AroundRoom: W311GHCPA Field of Study: PD

The Team Optimizer

GRAPHIC ILLUSTRATOR

EXECUTIVE INSTITUTE

109 Separating a Treasury FunctionRoom: W304EFGHCPA Field of Study: BMO

PayPal KPMG LLP






CONCURRENT EDUCATIONAL SESSIONSTUESDAY, OCTOBER 25 | 2:00 - 3:00 P.M.

CAREER DEVELOPMENT

111 Project Management Beyond the Basics: A Case Study of ExxonMobil Chemical’s PDM Project Implementation.Room: W203ABCCPA Field of Study: CS

ExxonMobil Chemical Company

CAREER DEVELOPMENT

112 Negotiation Strategies for Women: Who Fights Better?Room: W204ABCCPA Field of Study: COMM

The Black Swan Group The Meyer Partnership

GRAPHIC ILLUSTRATOR

PAYMENTS

113 Successful Corporate Adoption of ISO 20022 StandardsRoom: W205ABCCPA Field of Study: SKA

CARGILL Federal Reserve Bank Minneapolis FIS Microsoft Corporation

PAYMENTS

114 On The Front Lines: Treasury’s Fraud FightRoom: W207ABCCPA Field of Study: CS

Scientific Games Fifth Third Bank Cigna Ferguson Enterprises, Inc


115 Global or Regional Centralization: The Treasury DebateRoom: W208ABCCPA Field of Study: BMO

Citi Google Inc FedEx Corporation


116 Treasury and Bank Relationship Management in AsiaRoom: W209ABCCPA Field of Study: FIN

bfinanc Cabot Corporation

PAYMENTS

118 Cash Visibility Supply Chain: Tracking Your CashRoom: W303ABCCPA Field of Study: FIN

GS1 US Dunbar Armored Wal-Mart Stores, Inc

PENSION & BENEFITS

119 Plan Sponsor Solutions for Lower Investment FeesRoom: W305ABCPA Field of Study: FIN

UCSF Benioff Children’s Hospital Oakland Bridgebay Financial, Inc

TREASURY MANAGEMENT

120 The Value of Treasury and How to Fund ItRoom: W307ABCPA Field of Study: FIN

Reval Hasbro Global Treasury Partners



53

TUESDAY, OCTOBER 25 | 2:00 - 3:00 P.M.

PAYMENTS

121 Smarter Payments: How GE Leveraged Treasury TransformationRoom: W307CDCPA Field of Study: CS

J P Morgan General Electric Company


122 M&A & Treasury: Before & After with GE and Arris GroupRoom: W308ABCDCPA Field of Study: FIN

GE Capital, Inc ARRIS Group, Inc Chatham Financial


123 Expediting the Planning CycleRoom: W309ABCPA Field of Study: FIN

Anaplan

CORPORATE FINANCE

124 Uses of Cash Effects on Stock PricesRoom: W310ABCPA Field of Study: FIN

DeMarche Associates

CAREER DEVELOPMENT

125 Rebooting After FailureRoom: W311ABCDCPA Field of Study: PD

FEATURED SPEAKERCatherine Hoke


126 ITT: Continuing the Transformation Into a Lean Profitable BusinessRoom: W311EFCPA Field of Study: FIN

ITT Corporation


127 Three Technology Shifts that Are Changing the Role of FP&ARoom: W311GHCPA Field of Study: CS

UCF College of Medicine Kindred at Home Adaptive Insights

GRAPHIC ILLUSTRATOR


146 IRC 385- How Tax is Changing TreasuryRoom: W304EFGHCPA Field of Study: TX

Deloitte & Touche LLP Deloitte Tax LLP





One day. Endless options. - AFP Online · The PNC Financial Services Group, Inc FINANCIAL PLANNING...

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Transcript of One day. Endless options. - AFP Online · The PNC Financial Services Group, Inc FINANCIAL PLANNING...