Association for Financial Professionals

AFP welcomes our new FP&A Advisory Council members and thanks those who are continuing their service, as well as those who are stepping down this year. Our advisory councils provide critical insight into the day-to-day activities of practitioners and ensure everything we deliver is relevant, approachable and impactful. Learn more about the FP&A Advisory Councils: https://lnkd.in/epbYcZzD

Prepare to win as a team with Paul Epstein, former NBA & NFL executive, best-selling author and a keynote speaker at the AFP FP&A Forum, where he'll share how to make fast, effective business decisions using the Head-Heart-Hands equation. Check out Paul's Win Monday podcast: https://lnkd.in/ekR7yW_8 Then register for the AFP FP&A Forum, March 17-19 in Austin to catch Paul's keynote, Make Better, Faster Decisions to Drive Action: https://lnkd.in/etAP7C8p #FPAForum2025 #financeevent

Spreadsheets continue to dominate in FP&A, with 96% of FP&A professionals relying on them for planning and 93% for reporting, according to the 2025 AFP FP&A Benchmarking Survey Report. While spreadsheets are convenient, they’re also holding teams back. Sixty percent of FP&A teams face moderate to significant challenges with reliable and accessible data. Ahead of #FPAForum2025, Collectiv gives a preview of their session and shares how Power BI can deliver where spreadsheets fall short: https://lnkd.in/ed-e8MVz   Interested in this topic? Learn more from Collectiv’s Dennis Carriere, Head of Client Success, in his session, “Adopting Power BI in Finance: Strategies for Success,” at the AFP FP&A Forum, March 17-19 in Austin, TX. Register today: https://lnkd.in/eAsnrr2P

We're looking for innovative ideas to transform the treasury and finance landscape. If you have any to share, consider leading an educational session at #AFP2025, October 26-29 in Boston. The submission process is simple, and the impact of sharing your expertise with thousands of your peers is profound. The deadline to submit a proposal is Friday, February 7. https://hubs.ly/Q034mjCZ0

The AFP FP&A Forum is not just about learning — networking is at the heart of the forum this March. Connect with hundreds of finance professionals and exchange ideas that will inspire your next big move. Check out these networking opportunities and register to join your peers at the AFP FP&A Forum, March 17-19 in Austin. https://hubs.ly/Q0347dQ10 #FPAForum2025 #financeevent

Elevate your treasury career. Join a global network of treasury professionals who have advanced their careers with the Certified Treasury Professional (#CTP) credential. Take the next step and download the brochure to learn more. #TreasuryCareer https://hubs.ly/Q0340ZgK0

Sales create a ripple effect throughout the business. They can result in a rise in accounts receivable, a need to restock certain inventory and an increase in outstanding supplier invoices. The size and rate of these changes are strategically important because they affect how much external financing a business needs to maintain its working capital. Treasury professionals have two key decisions to make: 1) the amount of working capital their business needs and 2) the best way to finance that working capital. Get an overview of what goes into choosing a current asset investment and financing strategy: https://hubs.ly/Q033YTqR0

Processing payments manually leaves accounts payable departments susceptible to fraud and errors, which can cost companies millions of dollars. But there's technology available to streamline the process before payments are sent, reducing fraud and errors while minimizing delays and providing a streamlined experience. Andrew Deichler, AFP's Director of Payments Practice, explores how organizations can verify critical information by utilizing pre-validation: https://lnkd.in/eMmPZsmj

High interest rates and rising bank fees are reshaping cash management. Even with recent rate cuts, treasurers must focus on cash forecasting, deposit optimization, and proactive fee management. The 2025 Commercial Account Analysis Benchmarks provides the insights and data you need to compare pricing, avoid pitfalls and optimize your practices. Download today: https://hubs.ly/Q033yF5w0

Working in finance often means taking part in projects with multi-disciplinary teams. Whether or not you're formally tasked with project management, having project management skills can help you better satisfy stakeholder expectations and build allies throughout the organization, so it's a good idea to add them to your skill set. Get an introduction to project management for finance in this article: https://hubs.ly/Q033m2bX0