Association for Financial Professionals

In an AFP webinar moderated by Tom Hunt, CTP, and Bryan Lapidus, FPAC, Ahmad Makhlouf and Syed Zeeshan Pervez - FCCA, ACA, SOCPA, discussed the key roles FP&A and treasury play in managing risk for their organizations. Some key points from their discussion: ?? Treasury and FP&A need to coordinate to manage both short-term and long-term risks, ensuring that liquidity is maintained for operations and that the business is financially solvent in the long run. ?? Each function has a distinct role in risk management: Treasury focuses on managing liquidity and balance sheet risks, while FP&A takes a broader view, analyzing scenarios and strategic risks and the impact of income. ?? Scenario planning is crucial?in preparing for risks like FX volatility, geopolitical tensions and economic shifts. Get more takeaways in this article: https://lnkd.in/gu64QeCJ

Developing a robust data strategy has become increasingly important for treasury organizations as they seek to take advantage of opportunities to build actionable forecasting and planning tools. A data strategy should comprise of the following five components: 1?? The determination of the system of record 2?? The available data 3?? The data collation process 4?? The platform being used to the analyze the data 5?? The control of data Learn more about the components of a data strategy: https://hubs.ly/Q02YnkvH0

Planning a road trip this holiday season and looking for something to pass the time while you're traveling? We've got you covered. Check out podcasts from our AFP FP&A Forum Keynotes Paul Epstein and Dr. Aditi Nerurkar: https://hubs.ly/Q02ZBWyb0 Learn more about the AFP FP&A Forum, March 17-19 in Austin, and register by January 15 to save $400. https://hubs.ly/Q02ZC3Qz0 #AFPConversations #FPAForum2025 #financeevent

Test your FP&A knowledge and see if you know the correct definition of “Rolling Budget.” 1?? A master budget that is fixed at a level of sales in units that was determined when the budget was finalized. 2?? A master budget that uses the actual sales in units to determine other budgeted revenues and costs as if the sales target in units had been exactly correct. 3?? A budget that presents data for a fixed number of months or years, providing a continually updated view of the business. For more FPAC practice, check out the FPAC Exam Prep Platform:?https://hubs.ly/Q02Z5zjL0

Unlock new career paths with #FPAC certification. By adding the Certified Corporate FP&A Professional to your credentials, you showcase your commitment to advancing your skills and knowledge in finance. #FinancialCareers #CareerGrowth https://hubs.ly/Q02YwXSV0

Before diving into the complex RFP process, consider these tips from the AFP Treasury in Practice Guide: How to Conduct a Successful RFP for Banking Services: - Explore Alternatives - Leverage Expertise - Focus on ROI - Engage Proactively Download the guide for more information: https://hubs.ly/Q02ZbMCK0

Dive into the latest tools and technologies that will help you drive innovation and make smarter decisions for your organization at the AFP FP&A Forum in Austin March 17-19. What to expect: ?? Interactive demos for hands-on experience. ?? Product showcases solving real-world challenges in real time. ??? Live presentations from top solution providers. Register by January 15 to save $400. Learn more by downloading the brochure today: https://hubs.ly/Q02Z94950 #FPAForum2025

The AFP Treasury Connect: Navigating Your Technology Journey, exclusively sponsored by Nilus, explored the topic of treasury technology from multiple distinct points of view. Here are five key insights from the event: 1?? When selecting a TMS, first get clear about where you are and where you want to be. 2?? TMS system implementation never ends — you’re always going to optimize it. 3?? AI has the power to analyze and aggregate data quickly, enabling real-time insights. 4?? AI offers treasury professionals the opportunity to focus on strategic tasks. 5?? AI has the ability to transform cash management from an estimate-driven process into a data-powered strategic advantage. Learn more about each insight in this article: https://hubs.ly/Q02YKQr50

FPAC professionals are in demand. When you earn the #FPAC you stand out from the crowd – and employers notice. As an FPAC, you can increase your earning potential and validate your skills, positioning yourself as a leader in finance. #FinancialCareer https://hubs.ly/Q02YwTt40

AP automation has a long list of benefits that go beyond streamlining processes. Download the AFP Financial Operations Guide: Automating Accounts Payable Processing, and learn how automated AP can enable a business to optimize its working capital and liquidity management: https://hubs.ly/Q02YWq360