LET’S FOCUS ON YOU TABLE OF CONTENTS What’s In It for You? Who Will Inspire You? AFP MindShift...... 2 Keynotes...... 19 Payments Hub...... 4 Event / Spotlight Speakers...... 20 Learning Styles and Knowledge Types...... 5 AFP Pinnacle Awards...... 22 Wellness Zone...... 6 Who Do You Want to Meet? What’s Your Goal? Networking Events...... 24 AFP 2018 Task Force...... 8 Exhibitors...... 26 Educational Session Highlights What Will You Experience? – Treasury Management Sessions...... 9 Chicago...... 28 – Payments Sessions...... 10 Hotels and Shuttle Service...... 29 – Financial Planning & Analysis Sessions...... 11 Registration...... 30 – Capital Markets and Investments Sessions...... 12 Teams...... 31 – Risk Management Sessions...... 13 Convince Your Boss...... 32 – Career Development Sessions...... 14 Sponsors...... 33 – Retirement Plans & Benefits Sessions...... 15 AFP Executive Institute...... 16 Pre-Conference Workshops...... 17 WHAT’S IN IT FOR YOU? WHAT’S IN IT FOR YOU?
AFP MINDSHIFT Let’s cut through the hype. We’re offering unbiased, actionable advice on the trends and tools you should pay attention to in emerging technologies.
Here are some of the issues we’ll cover: ––Artificial Intelligence ––Fintech to Automate ––Big Data Analytics Corporate Strategy ––Blockchain ––Future of Work ––Digital Transformation ––Leveraging APIs in Cash Management
DID YOU KNOW? Only 17% of organizations are prepared for the MindShift Row changes that new technologies will bring to their Come to the Exhibit Hall to meet with providers that are treasury and finance functions. disrupting and transforming finance and treasury. - AFP MindShift Survey
03/18 www.AFP2018.org 2 AFP MINDSHIFT WHAT’S IN IT FOR YOU?
TUESDAY | 8-9:30 A.M. AFP MindShift Keynote Two visionaries, Nancy Giodano and Mike Walsh, share their insights into key advancements in artificial intelligence, MODERATOR robotics, and augmented reality impacting organizations of RON INSANA all sizes. Following these dynamic presentations, Ron Insana Senior Analyst, CNBC moderates an in depth discussion focused on how these Financial Industry Expert innovations are impacting the treasury and finance profession.
MIKE WALSH NANCY GIORDANO CEO, Tomorrow Founder, Play Big Inc. Author, The Dictionary Of Dangerous Executive Producer, Giagom Change Ideas and FUTURETAINMENT How Technology, Demographics and Reinventing Leadership for the Values Are Disrupting the Future of Work Age of Machine Intelligence Artificial Intelligence, Robotics, and Virtual and Augmented Reality While many fear that robots will take their jobs, the rise of machine are increasingly making certain job functions obsolete and the intelligence begs a more important question: what is the true treasury and finance industries are not immune. Strategic futurist potential of human intelligence in the 21st century? Mike Walsh, futurist Nancy Giordano delves into both the advancing technologies and the and author, presents a vivid portrait of a brave new world orchestrated critical shifts companies and the workforce must confront to stay by machines that think, and how tomorrow’s leaders must adapt to relevant in the future. survive and thrive in an age of accelerating technology.
03/18 www.AFP2018.org 3 WHAT’S IN IT FOR YOU? PAYMENTS HUB One location covering one BIG topic. You’ll find all sessions in the Payments track plus networking events for payments professionals in this central location.
Program as of 3/12/18. Subject to change.
Here are some of the issues we’ll cover in the Payments Hub: ––Intercompany payables ––Early adopters of real-time ––Real-time payments fraud ––Blockchain for reconciliation efficiencies payments and cybersecurity ––Technology trends for global ––Smart receivables including ––Card programs with enhanced ––Payments and APIs payments lockbox automation technology
Networking Events in the Payments Hub: PROBLEM SOLVED IN LESS TIME THAN YOUR LUNCH BREAK ––Payments Breakfast Payments Hub Challenge ––Payments Mixer We’re giving vendors just 15 minutes to help solve some of your Payments Hub, the Payments Breakfast ––Payments Reception biggest issues in payments. Put their innovative solutions to the test and the Payments Mixer are sponsored by at the Payments Hub Challenge. ––Payments Roundtable
03/18 www.AFP2018.org 4 WHAT’S IN IT FOR YOU? LEARNING OPTIONS You’ll experience a deeper understanding with active learning options.
Everyone learns differently so we’re offering dynamic options for educational sessions. Choose the method that will have the greatest impact on you.
LEARNING STYLES
INNOVATION SERIES LEARNING LOUNGE NEW - CAMPFIRE SESSION Cut to the chase with a 30 MINUTE DIG DEEPER INTO THE TOPIC with the Take in a big idea by a presenter who PRESENTATION focused on an speaker following select sessions. then shifts to a facilitator, engaging the innovative concept. audience for DIFFERENT PERSPECTIVES Sponsored by AND SOLUTIONS.
KNOWLEDGE TYPES
OPERATIONAL STRATEGIC MINDSHIFT Sessions include content to improve your Sessions include strategies to drive Sessions include actionable advice on SKILLS and TACTICS. ORGANIZATIONAL CHANGE. EMERGING TECHNOLOGIES.
03/18 www.AFP2018.org 5 WHAT’S IN IT FOR YOU? WELLNESS ZONE A healthy AND productive workplace can be a reality.
Learn techniques to channel and boost your energy throughout the day with one of the top 25 health promotion professionals in the nation, Lance Breger. Wellness Zone sessions: LANCE BREGER – Deep Sleep – Avoid Office Body President – All-Day Energy – Muscle Tension Release Infinity Wellness Partners – Power Meditation – 2 Minutes to Less Stress
DID YOU KNOW? 78% of businesses say 89% of workers at companies 70% of employees are employee well-being is that support well-being efforts interested in taking proactive a critical part of their are more likely to recommend steps to improve their health. business plans. their company as a good place – UnitedHealthcare Survey - State of the Industry Survey Report to work. 2017, Virgin Pulse - American Psychological Association
03/18 www.AFP2018.org 6 WHAT’S YOUR GOAL? WHAT’S YOUR GOAL?
AFP 2018 TASK FORCE The AFP 2018 Task Force, made up of your practitioner peers, has put together an agenda of actionable sessions delivered by people who live and breathe this stuff.
TREASURY MANAGEMENT PAYMENTS RISK MANAGEMENT/ FINANCIAL PLANNING & TRACK TRACK CAPITAL MARKETS & ANALYSIS TRACK INVESTMENTS TRACKS Tom Gallo Charles Ellert, PMP Emmanuel Caprais Manager Systems Automation and Vice President Strategic and Vice President, Treasurer David Groeber Payment Strategy Financial Planning & Analysis ABM Industries Treasurer, Director of Visionary Structures Verizon Communications, Inc. ITT Inc. Saumya Mohan Tuthill Corporation Barbara Landolt, CTP Johnnie Goodner, CTP Americas Region Treasurer Craig Parr, CTP Assistant Treasurer Vice President, Finance & Treasury Tesla Senior Vice President Finance & CSAA Insurance Group, a AAA Insurer Sally Beauty Holdings, Inc. Kammy Tsang Chief Risk Officer Senior Treasury Manager Tom Wolfe, CTP Flowers Foods, Inc. Mariya Guttoh, FP&A Treasury Consultant Vice President, FP&A Manager Equinix, Inc. Carlos Ramirez, CFA Bank of the West Assistant Treasurer Signode Industrial Group Cassandra Joelle James, FP&A Senior Manager, FP&A The Cheesecake Factory
Photo from the AFP 2018 Task Force Planning Meeting
03/18 www.AFP2018.org 8 WHAT’S YOUR GOAL? EDUCATIONAL SESSION HIGHLIGHTS KNOWLEDGE TYPES Program as of 3/12/18. Subject to change.
STRATEGIC OPERATIONAL MINDSHIFT
Treasury Management
Riding the Tide of Change Can a Bot do Your Rolling Artificial Intelligence in VIDEO With tax reform a reality, global treasury Cash Forecast? Corporate Treasury: Added Value? personnel are looking for best practices Bots have the potential to play a vital role Gain a structured perspective on how to around product usage, global balance sheet in improving cash flow forecasting. But drive your Big Data and AI strategy and structure, efficiency and impact mitigation. how efficient are bots? Will they bring demystify integration of these opportunities With an eye towards issuance and market more negatives than positives to Treasury in your operations. Beyond the potential activity, this discussion looks at optimal functions? Will the data be more accurate? that can be released from your data, learn capital structures, available investment Attend this session for an in-depth about leveraging the data and insights solutions, and opportunities within discussion of these questions and explore from your financial institutions and other investment grade credit. An expert panel how new technologies can improve the providers. highlights the ways several multi-national Check out this AFP 2017 session recording: forecasting process. Citi companies are making these market AbbVie Inc., Treasury Advisory Services disruptions work to their advantage. Recommended by: Digital Identity: The Cornerstone of Commerce and Transaction BlackRock, Priceline Group, AFP 2018 The Coca-Cola Company TASK FORCE MEMBER
Kammy Tsang Watch the Video Senior Treasury Manager Equinix, Inc. LEARNING JOURNEY
Follow a customized learning journey to tackle a specific challenge. I need to know how market disruptions can positively affect my corporate balance sheet. See your Journey
03/18 www.AFP2018.org 9 EDUCATIONAL SESSION WHAT’S YOUR GOAL? HIGHLIGHTS
Program as of 3/12/18. Subject to change.
Payments
Creating a Global T&E Card From Innovating to Driving Modernizing Retail: Program While Leveraging Impact: Capitalizing on the Fintech Eyeing the Cost of Payments Enhanced Technology and Boom to Transform Your Business Find out how Walmart managed their VIDEO Capabilities In this case study, journey through the payment processes by implementing innovative measures including, Dynamic Harley-Davidson transformed its experience of a leading North American Debit Routing, PINless capabilities, end- decentralized T&E card program—with 13 logistics company, Livingston International to-end network optimization and network different card providers over five countries— that successfully capitalized on the fintech advocacy, innovative currency solutions, into one Global T&E Card Program, covering boom by integrating automation into their as well as active monitoring of fees and 28 countries for 3,200 employees. H-D corporate strategy, and transitioned their downgrades. While low margin merchants summarizes their RFP process and program financial operations into a digital platform are usually the first to employ cost cutting implementation process. Attendees gain to effectively transact with customers. measures, all companies can benefit from insight into the challenges encountered, and Livingston International, VersaPay Corporation Walmart’s practices. Check out this AFP 2017 session recording: successful outcomes—increased employee satisfaction, enhanced fraud prevention and Walmart, J.P. Morgan Navigating the Payments Landscape: increased rebate. Reducing Payment Fraud and Harley-Davidson, Inc, Citi Leveraging Real-time Payments with Open APIs LEARNING JOURNEY Watch the Video Follow a customized learning journey to tackle a specific challenge. I want to understand how I can leverage Fintech.
See your Journey
03/18 www.AFP2018.org 10 EDUCATIONAL SESSION WHAT’S YOUR GOAL? HIGHLIGHTS
Program as of 3/12/18. Subject to change.
Financial Planning & Analysis
Integrating Treasury & FP&A It’s Not Just Finance: Sunovion Pharmaceuticals was in the Product Investment Decisions in midst of significant organizational changes Corporate Transition including acquisitions, new internal In 2017 CSC and Hewlett Packard Enterprise financing processes, and major investments merged service businesses to form to launch products. In this rapidly changing DXC Technology. After the merger an environment, they needed more advanced executive investment review committee balance sheet modeling, planning, and was established to decide product funding cash forecasting capabilities in addition to priorities and oversee the new company’s tight collaboration and integration between product management organization treasury and FP&A. Learn how Sunovion met integration. The committee needed this challenge head on while significantly to understand product performance, improving cash forecasting accuracy, integration progress, and new investments’ deploying a best practice based treasury potential value creation. However, providing and FP&A operating model, and leveraging a the committee with detailed financial foundation for continuous improvement. information was a challenge. Learn how Sunovion Pharmaceuticals, Peloton Group financial, operational, management and other information and performance measures can be integrated to enhance new VIDEO Using Big Data Analytics in product funding decisions. KNOWLEDGE DXC Technology Executive Reporting TYPES This discussion examines the role Big Data analytics tools play in reporting to Recommended by: executives and the Board and whether it is a good idea to give executives access to these AFP 2018 tools as a substitute for regular reports. TASK FORCE MEMBER STRATEGIC Additional conversation includes a look into which visuals should be used when creating Mariya Guttoh, FP&A Check out this AFP 2017 session these reports, the options for exporting Vice President, FP&A Manager recording: visuals and data, and how to clean up the Bank of the West OPERATIONAL Unlocking the Power of exports in common office software. Storytelling in Business ThinkOutsideTheSlide.com Watch the Video MINDSHIFT
03/18 www.AFP2018.org 11 EDUCATIONAL SESSION WHAT’S YOUR GOAL? HIGHLIGHTS
Program as of 3/12/18. Subject to change.
Capital Markets and Investments Sessions
Disruption: Distraction or Mind the (Yield) Gap: Keep Calm and Carry On: Opportunity? A Look at Today’s Corporate Cash Strategies for How Corporations are Preparing Liquidity Environment Rising Rate Environments for European Money Market This session focuses on balance sheet For years, cash managers “enjoyed” steady Fund Reform impacts and cash deployment strategies short-term bond markets, but the landscape In the United States, investors had to deal following global disruptions from regulatory has shifted. With rising rates and increased with Money Market Fund reform in 2016 and and legislative changes; including corporate yields, suddenly the unrealized losses now it’s Europe’s turn. With the January tax reform, Brexit, and EU Money Market are increasing, and the impact of elevated 2019 implementation deadline rapidly Fund Reform. The panel shares experiences cash balances on EPS has caught the CFO’s approaching, this expert panel explains on how corporations have reformulated attention. To balance the portfolio, and the EU regulatory changes, the anticipated their approach using technology in order capture higher yields, alternative strategies impact on offshore money market fund to monitor and make decisions about should be implemented. This session industry, and the strategies corporate risk management, cash segmentation examines available portfolio construction investors are considering as a result. and product solutions in a changing tactics as well as those utilized at Garmin to Deutsche Asset Management, environment. successfully position their portfolio to benefit Agilent Technologies, Inc., AbbVie Inc. BLOG Blackstone, Goldman Sachs from recent rate increases and volatility. Garmin International, Inc., Your treasury and finance peers are Treasury Partners Recommended by: sharing their perspectives on the AFP 2018 blog. AFP 2018 TASK FORCE MEMBER Can I Really Afford to be out of the Office? — Ann Anthony, CTP, Treasurer, David Groeber South Jersey Industries, Inc. Treasurer, Director of Visionary Structures Read the Blog Tuthill Corporation KNOWLEDGE TYPES
STRATEGIC OPERATIONAL MINDSHIFT
03/18 www.AFP2018.org 12 EDUCATIONAL SESSION WHAT’S YOUR GOAL? HIGHLIGHTS Risk Management Program as of 3/12/18. Subject to change.
Creating Resilient Treasury Cybersecurity: The Critical Risk Management in Volatile Times Role of Your Human Firewall At the intersection of risk management Globally, cyberattacks through business email and real life sits resilience: the ability to are one of the largest threats to corporates, assess unforeseen events, adjust strategy accounting for more than $5 billion dollars in quickly, while achieving successful outcomes losses. Combatting this rampant fraud requires for the corporation. A panel of Treasury a combination of cybersecurity technology and professionals discuss the challenges faced in vigilant human capital. In this panel discussion, implementing a treasury plan to prepare for Anadarko Petroleum and Rotary International unexpected risk: FX exposure risks posed by share best practices in educating their human the Brexit vote; climate change preparations, firewall to mitigate risk and an FBI agent how they worked, or didn’t, during a natural stresses the need for ongoing education to disaster and managing risks as Treasurer aggressively combat threats. Practitioners when commodity prices plunged unexpectedly. will also demonstrate fraud scenarios, and The Timken Company, highlight procedures for combatting fraud. Cliffs Natural Resources, Blackbaud, Anadarko Petroleum Corporation, Sycamore Associates LLC Rotary International, Federal Bureau of Investigations, Bank of America Merrill Lynch Treasury Fraud: Locking Down your Best Defense The cybercrime landscape is constantly shifting, with criminals finding new and more sophisticated ways to gain access to your company’s information and funds. The most significant threat to today’s treasurers include the use of ransomware and an alarming increase in treasury fraud—from business email compromise to malicious PODCAST insiders. To mitigate these risks the best defense is often a good offense. An expert Get a preview of featured speakers with panel of banking and corporate treasury the AFP Conversations podcast: professionals give you a comprehensive AFP 2017 Speaker, John Drzik of Marsh & look at strategies for implementing a risk- McLennan Describes a World of Risk, based approach, effective technologies and Threats and Opportunities the role insurance can play in preventing treasury fraud. Listen to the Podcast Tiffany, Prologis, HSBC
03/18 www.AFP2018.org 13 EDUCATIONAL SESSION WHAT’S YOUR GOAL? HIGHLIGHTS
Program as of 3/12/18. Subject to change.
Career Development Sessions Sunday Networking
Get Where You Want to Go Leveraging Introversion as a The Evolution of a Great CONNECTING WITH and Keep Going: Managing Your Superpower Numbers Presentation Career Journey Introverts naturally have innate abilities Presenting numerical information is a CONFIDENCE: MAKING THE Career advancement and development are that are key to building relationships, which communication skill, and your numbers MOST OF AFP 2018 critical components on the path toward are critical to effectively communicate in must tell a story. Just getting the numbers Everyone wants to network at AFP 2018 achieving personal and professional any endeavor. This is especially true with right is only 10% of your job, just as spelling to support their career and professional satisfaction. Both must be relentlessly a career in finance. Even if you’re not an your words correctly is only a tiny part development. This interactive workshop pursued in parallel tracks to realize success introvert, understanding this superpower of a writing challenge. With the backdrop is designed to help you walk away while navigating the inevitable ups and can unleash your own unique abilities of a common valuation and acquisition with tips and techniques to achieve downs of a career journey. Learn from the and help you work better with introverts. scenario, attendees learn techniques your networking goals. Meet other practices that three successful professionals Learn how to turn introversion into jobs, and walk through the steps needed to attendees while acquiring new skills utilized to set and achieve their career assignments and opportunities. Gain an turn a meaningless pile of numbers into to introduce yourself with conviction goals. Acquire techniques that support understanding of how introverts can take a coherent narrative that bolsters the and confidence, engage in mutually successful career progression, while on more than may be perceived and how to presenter’s reputation as a deep business beneficial discussions, keep track of capitalizing on opportunities and utilizing utilize this trait to quickly and effectively thinker and not just a number cruncher. your new contacts and get the most out available tools to overcome challenges and close skills gaps and drive results. Lucidity of your attendance at AFP 2018. achieve goals. The FPA Group
Corporate Performance Consultants, University of Rochester, Horizon Blue Cross Blue Shield of New Jersey, BNY Mellon
LEARNING JOURNEY NICOLE MEYER Founder & Managing Partner Follow a customized learning journey to tackle a specific challenge. The Meyer Partnership I’d like to learn how to deliver effective
presentations. See your Journey
03/18 www.AFP2018.org 14 EDUCATIONAL SESSION WHAT’S YOUR GOAL? HIGHLIGHTS
Program as of 3/12/18. Subject to change.
KNOWLEDGE TYPES Retirement Plans & Benefits Sessions STRATEGIC OPERATIONAL MINDSHIFT
Key Considerations with Proven Partnering Practices Alternative Investments for for Best-in-class Retirement Pension Plans Programs When considering whether to add The challenge of managing costs, reducing alternative investments to the overall risk and ensuring compliance, within investment strategy of a company’s a complex regulatory and legislative pension assets, practitioners must weigh environment while still achieving high the advantages against the potential risks. participant satisfaction is a great one. Within a case study framework this session This case study explores the dynamics of One Step Closer to Recertification explores the legal and tax implications of treasury, finance and human resources using alternative investments as part of partnering techniques utilized by PATH, We’ve made earning continuing education credits an investment strategy for pension assets, an international nonprofit organization including common terms in agreements, and leader in global health innovation. pretty easy. By simply attending AFP 2018 you have best practices for institutional investors, Attendees walk away with best practices the potential to earn a majority of your credits, in side letter provisions to negotiate with that generate a 98% participation rate and just a few days. investment funds, and strategies to high asset retention, including financial minimize risk exposure to unrelated wellness programs, while building a Learn More business income tax (UBTI). framework for measuring the success of Hanesbrands Inc., the 401(k) plan and strategies to effectively www.AFP2018.org McDermott Will & Emery LLP communicate with participants. PATH, Bridgebay Consulting LLC
03/18 www.AFP2018.org 15 WHO WILL INSPIRE YOU? EXECUTIVE INSTITUTE CHICAGO | NOVEMBER 56
Exclusive Sponsor CHICAGO | NOVEMBER 56 The AFP Executive Institute is the Monday Executive Institute Luncheon place to step back and Think Big. Speaker JUDY SMITH It was developed to help you become a better leader and thrive Founder & President, Smith & Company in your role. Reserve your seat by registering for AFP 2018 and Crisis 101: An Executive Perspective on Surviving & selecting the box for AFP Executive Institute. Thriving in an Era of Perpetual Crisis Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of The instant and global nature of the Information Age has made the ability treasurer, chief financial officer, vice president of finance, assistant treasurer or controller. to navigate crises of all stripes a critical component of an organization’s success. Due to perpetual 24/7 news cycles and ever-expanding digital media platforms, it is harder than ever to successfully communicate a targeted message shaping public opinion. In this candid discussion, Judy Smith, one of the nation’s top crisis experts outlines the best practices in crisis management she has gleaned over 25 years of experience on the frontlines of many of the most high-profile crises and scandals around the world. AFP Executive Institute Lounge Located by the AFP Executive Institute, the AFP Executive Institute Lounge is your opportunity to connect with colleagues or check in with the office.
03/18 www.AFP2018.org 16 WHAT’S YOUR GOAL? PRE-CONFERENCE WORKSHOPS Program as of 3/12/18. Subject to change.
Come early and dive deep to master a challenge.
Add any session to your Conference registration to reserve your seat. Plus, get bonus networking time with your peers in an intimate setting.
MULTI-DAY SEMINARS SATURDAY PROGRAMS SUNDAY PROGRAMS Intensive Certified Treasury Professional Advanced Cash Flow Forecasting Financial Modeling: Techniques and (CTP) Exam Review Credits: 7.8 CTP/CCM | 7.8 FP&A | 7.8 CPE Best Practices Saturday – Sunday – Monday Credits: 7.2 CTP/CCM | 7.2 FP&A | 7.2 CPE Not eligible for CTP/CCM, FP&A or CPE credits Painting with Numbers: A Different Perspective on the Craft and the Art of Financial Literacy in a Digital World Treasury Management Fundamentals Presenting Numbers Details coming soon. Saturday – Sunday Credits: 7.8 CTP/CCM | 7.8 FP&A | 7.8 CPE Credits: 0.0 CTP/CCM | 15.0 FP&A | 15.0 CPE Payments in the 21st Century Structuring Treasury to Manage Details coming soon. Global Liquidity Credits: 7.8 CTP/CCM | 0.0 FP&A | 7.8 CPE
Find descriptions, instructors and pricing at www.AFP2018.org
03/18 www.AFP2018.org 17 WHO WILL INSPIRE YOU? WHO WILL INSPIRE YOU? KEYNOTES
Program as of 3/12/18. Subject to change.
Shark Tank Founder & CEO FUBU 11/4 Investor, Two-Time Super Bowl- 11/6 Winning Quarterback & Five-Time NFL MVP SUNDAY TUESDAY BOOK SIGNING
PHOTO OP
DAYMOND JOHN PEYTON MANNING
Achieving Your Goals Beyond the Huddle How does a man, with no formal business training, go from driving Peyton Manning shares real-world leadership tips on how you too cabs and waiting tables to creating a global fashion empire with retail can become a winner by adapting to changing circumstances. Peyton sales exceeding four billion dollars to date, and a starring role on one uses his unique perspective as a legendary professional athlete and of TV’s most popular shows? Daymond John shares the strategies that philanthropist to share insights on creating a winning team culture he attributes to his success and challenges you to exercise your brain and leading with passion. in a way that cultivates a positive, goal-setting mindset.
03/18 www.AFP2018.org 19 WHO WILL INSPIRE YOU? EVENT / SPOTLIGHT SPEAKERS These thought leaders bring the big ideas that can influence your strategy.
Program as of 3/12/18. Subject to change.
AFP Executive Breakfast Speaker Certification Luncheon Speaker FP&A Luncheon Speaker DAVID E. SANGER ALEXIS GLICK DOUG STEVENSON, CSP National Security Correspondent, CEO, GENYOUth CEO, Story Theater International The New York Times Sponsored by Lead, Engage and Persuade with a Story National Security and Political Contributor, CNN All FP&A professionals have one thing in common: lots Sponsored by Uncertainty is the New Normal of numbers and data. The challenge in communicating We are living in unprecedented times. While economic that information is that numbers alone can be confusing Cyber Conflict: The New Way Nations data teeters, uncertainty surrounding government or difficult to swallow if they are not presented in a way that provides context. Knowing how to choose, Struggle for Power and Influence intervention, changing regulation, and growing deficits begs the question; how is public policy effecting craft and tell the right story helps to convey sometimes Only a few years ago, the idea of cyber conflict among economic growth? Additionally, what will the long-term complex information, with a keen focus on maintaining nations was the stuff of science fiction, but as David repercussions be? Former finance executive and award- relationships. Logic explains, stories persuade, and while Sanger describes in the documentary thriller Zero Days, winning journalist, Alexis Glick provides expert insight you can work all the numbers, those who succeed at low-level cyberwar is here, and here to stay. It’s a new on how organizations can best position themselves to the highest level do so because they build relationships class of short-of-war competition involving espionage thrive in the face of volatility while taking advantage of based on trust. If you want to be more persuasive and and sabotage. We have seen Russia, China, Iran, North the new opportunities being created by our recovering influential, you need to become a better storyteller. Korea and others use cyber as a new kind of weapon financial system. that is ushering in a new kind of competition and conflict where small and large organizations alike are increasingly becoming collateral damage.
03/18 www.AFP2018.org 20 WHO WILL INSPIRE YOU?
EVENT / SPOTLIGHT SPEAKERS
Spotlight Speaker Spotlight Speaker SHAWN DUBRAVAC RON INSANA Author, Digital Destiny: How the New Age of Data Senior Analyst, CNBC Will Transform the Way We Work, Live, Financial Industry Expert and Communicate The State of Fortress America Finance and Risk Management in a For several years, Ron Insana has been touting the rise New Digital Age of “Fortress America” amidst myriad voices heralding the emergence of the Asian Century. The Fortress, The next era of financial inter-mediation is upon us however, appears to have some cracks, as shifts in and the coming digital decade will transform every U.S. foreign, fiscal, and regulatory policies are making aspect of finance. Digitization is opening new market it less impregnable than ever before. What happens if opportunities from AI-driven decision making to crypto- the pillars of Fortress America—energy independence, currencies, while bots and other emerging technologies manufacturing, technological innovation, demographic are influencing how individuals interact, changing the and political stability—begin to weaken? Ron explores adviser-client relationship. Futurist and author, Dr. how shifting domestic and global political environments Shawn DuBravac shares how mounting cyber-attacks, could strain the economy, disrupt certain industries, and the rise of artificial intelligence and digitized data are affect financial markets in the relatively near future. altering risk management, how decisions are made, and how valuations are derived.
03/18 www.AFP2018.org 21 WHO WILL INSPIRE YOU?
Share Your Solution with the World
With the AFP 2018 Pinnacle Awards your idea can have a big impact on the profession. By recognizing the best in treasury and finance, the Pinnacle Awards VIDEO aim to show successes in the industry while recognizing the practitioners moving the profession forward. AFP, MUFG invite you to nominate your unique idea that increased revenue, reduced risk, enhanced productivity, saved costs or improved quality. Three Pinnacle Award finalists and the grand prize winner will be honored at AFP 2018.
Check Out Last Year’s Finalists: AFP 2017 Pinnacle Award Finalist Solutions Submit your entry at www.AFP2018.org/Pinnacle Watch the Video
03/18 www.AFP2018.org 22 WHO DO YOU WANT TO MEET? WHO DO YOU WANT TO MEET? NETWORKING EVENTS Program as of 3/12/18. Subject to change.
Networking has a huge impact on professional development and we’re giving you See the full list.www.AFP2018.org so many opportunities to take advantage of it at AFP 2018—from organized events to organic meet-ups throughout the convention center.
EVENTS FOR EVENTS FOR EXTROVERTS: INTROVERTS: Welcome Reception, Payments or PaintFest, AFP Aware Community Service FP&A Reception Projects, Wellness Zone Sessions GET OUT OF YOUR COMFORT ZONE! GET OUT OF YOUR COMFORT ZONE! Try the Certification or FP&A Luncheon Try the Payments, FP&A or and sit back and listen. Executive Reception for one-on-one conversations by specialty. EVENTS FOR INTUITIVES: AFP MindShift Keynote, Exhibit Hall Grand Opening Reception GET OUT OF YOUR COMFORT ZONE! Try the Welcome Reception and kick back with your colleagues.
03/18 www.AFP2018.org 24 WHO DO YOU WANT TO MEET? NETWORKING EVENTS Sunday Events Monday Events Tuesday Events Some programs have eligibility requirements and are subject for review. Program as of 3/12/18. AFP AWARE COMMUNITY AFP EXECUTIVE BREAKFAST Subject to change. EXECUTIVE INSTITUTE SERVICE EVENTS (Limited to executive-level corporate practitioners) LUNCHEON Sponsored by Sponsored by (Limited to executive-level corporate practitioners) Sponsored by Welcome AFP CANADIAN RECEPTION EXECUTIVE INSTITUTE Reception (Limited to Canadian registrants) LUNCHEON CERTIFICATION LUNCHEON Sponsored by (Limited to executive-level corporate practitioners) (Limited to CTPs, CTP(CDs), CCMs and FP&As)
Sponsored by Sponsored by AFP EXECUTIVE RECEPTION (Limited to executive-level corporate practitioners) FP&A LUNCHEON EXHIBIT HALL CLOSING Sponsored by (Limited to FP&As and FP&A corporate practitioners) RECEPTION Sponsored by EMERGING LEADERS ROUNDTABLE (Limited to corporate practitioners) FP&A RECEPTION History of Chicago (Limited to FP&As and FP&A corporate practitioners) at Revel Motor Row Sponsored by EXHIBIT HALL GRAND Sunday | 7:30-9:00p.m. OPENING RECEPTION Experience a piece of Chicago history at the iconic Revel Motor INDUSTRY ROUNDTABLES Row. Walk through a timeline of FP&A ROUNDTABLE LUNCHEON Chicago’s rich history. (Limited to FP&As and FP&A corporate practitioners) (Limited to corporate practitioners) 1876 Chicago Cubs Sponsored by Sponsored by 1893 Chicago’s World Fair 1900 White Sox PAYMENTS RECEPTION PAYMENTS BREAKFAST 1950 Chicago Blues (Limited to corporate practitioners) (Limited to corporate practitioners) 1966 Chicago Bulls Sponsored by 1991 Lollapalooza PAYMENTS ROUNDTABLE (Limited to corporate practitioners) PAYMENTS MIXER Sponsored by WELCOME RECEPTION AT REVEL MOTOR ROW 03/18 www.AFP2018.org 25 WHO DO YOU WANT TO MEET? EXHIBITORS
Program as of 3/12/18. Subject to change.
Tips on navigating the floor
You can accomplish so much in just three days in the Exhibit Hall at AFP 2018. Here are some tips to make the most of this impressive space. #1 #2 #3 DETERMINE YOUR GOAL RESEARCH YOUR OPTIONS UTILIZE THE DIGITAL First things first, figure out your With 200+ exhibitors, you have a lot PRODUCT SHOWCASE objective. Are you in the market for a of possibilities. Do your homework and New for AFP 2018, this interactive display new Treasury Management System? Do determine which booths you should visit outside of the Exhibit Hall allows you you want to make new bank connections? to maximize your time. to search for exhibitors, products or Interested in a cloud-based solution for services and map out your route. modeling? This is your opportunity to demo your options with no risk.
See the full list of Exhibitors at www.AFP2018.org
03/18 www.AFP2018.org 26 WHAT WILL YOU EXPERIENCE? CHICAGO WHAT WILL YOU EXPERIENCE? AIRPORT CODES: ORD, MDW | CURRENCY: $ USD | TIME ZONE: CST
THE MCCORMICK PLACE CHICAGO CONVENTION CENTER is made up of WINDY has 2.6 million square feet 77 COMMUNITIES CITY of exhibition space making it bringing their own the LARGEST CONVENTION CENTER UNIQUE CULTURES in the nation with them
Cloud Gate— POPULATION There are MORE THAN 7,300 RESTAURANTS “THE BEAN” 2.7 MILLION in Chicago —is cleaned twice daily 3rd most populous city in the US Home to WILLIS TOWER There are over is the 2ND LARGEST 250+ PROFESSIONAL building in the US, PERFORMANCE standing at 1,450 feet tall. 26 MILES It has 110 floors and it COMPANIES, OF BEACHES took 2,000 workers Chicago is a theater town along Lake Michigan 3 years to build
03/18 www.AFP2018.org 28 WHAT WILL YOU EXPERIENCE?
3.5 Miles Chicago Marriott Downtown Magnificent Mile Intercontinental Chicago Magnificent Mile
HOTEL AND SHUTTLES Sheraton Chicago Program as of 3/12/18. Subject to change. Hotel and Towers 3 Hyatt Regency Miles HOTEL Hotel List Chicago
– CHICAGO MARRIOTT DOWNTOWN The Palmer House Hilton 2.5 MAGNIFICENT MILE Miles – HILTON CHICAGO – HYATT REGENCY CHICAGO – HYATT REGENCY MCCORMICK PLACE (Headquarter Hotel) – INTERCONTINENTAL CHICAGO MAGNIFICENT MILE Hilton Chicago 1.5 – MARRIOTT MARQUIS CHICAGO Miles – THE PALMER HOUSE HILTON – SHERATON CHICAGO HOTEL AND TOWERS Please note: Convention Management Resources, Inc. (CMR) is the only official housing agent for the AFP 2018 in Chicago. No other housing company or travel agency is authorized to place hotel reservations on behalf of AFP.
Select your hotel at www.AFP2018.org/Housing
Shuttle Information
Hotels not within walking distance of the McCormick Place West Building Marriott Marquis will have complimentary shuttle service and most will be able to access Chicago Hyatt Regency dedicated convention center bus lanes. You’ll bypass city traffic and get to McCormick Place all the AFP 2018 action in a jiffy. McCormick Place
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REGISTRATION It’s easy to see why you need to be at AFP 2018.
Registration Pricing
Member Non-Member Early (By May 18, 2018) $1,274 $1,669 Standard (By September 28, 2018) $1,649 $2,044 On-site (After September 28, 2018) $1,899 $2,294 If you are not a current AFP member, the non-member rate includes one year of membership in addition to your AFP 2018 registration.
Three Ways to Register Online: www.AFP2018.org/Register Fax: 301.907.2864 (Credit card payments only) Mail: AFP, P.O. Box 64714, Baltimore, MD 21264 (Check payments) Printable registration forms located at www.AFP2018.org
REGISTER BY MAY 18 TO SAVE $625 www.AFP2018.org
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TEAMS Program as of 3/12/18. Subject to change.
Teams Save More Practitioner Team Pricing FIRST AND SECOND PRACTITIONER, EACH AT FULL RATE
Significant savings for corporate practitioner teams PLUS relevant, Member Non-Member valuable content for you and every member of your team— Early (By May 18, 2018) $1,274 $1,669 sounds like a pretty good deal. Standard (By September 28, 2018) $1,649 $2,044 On-site (By October 22, 2018) $1,899 $2,294
For qualifications and details, visit www.AFP2018.org ADDITIONAL APPLICANTS AT THE TEAM RATE
Member Non-Member Early (By May 18, 2018) $895 $1,290 Standard (By September 28, 2018) $995 $1,390 Team registration is limited to corporate practitioners from the same employing company.
03/18 www.AFP2018.org 31 WHAT WILL YOU EXPERIENCE?
Now that we’ve got you on board, let’s CONVINCE YOUR BOSS
Some cost-savings info you can share:
2 Airports Make It Affordable O’Hare International Airport (ORD) is 17 miles from downtown Free Shuttles and Midway International Airport (MDW) is 10 miles from Complimentary shuttle service is offered from hotels in the AFP downtown. block not within walking distance of the McCormick Place West Building.
HOTELHOTEL Housing For Best Rates AFP Official Housing is your source for the best rates near the McCormick Place West Building. Driving Option With Parking If you’re within driving distance, you’ll have a dedicated lot next to the McCormick Place West Building.
Meals Taken Care Of Onsite Breakfast and lunch are on us and feature the exclusive caterer SAVOR…Chicago who takes pride in serving locally sourced food. In fact, they’ve created a 2.5 acre rooftop garden at the West Building where seasonal harvests such as beets, kale, carrots Check out our tips and fill out the Approval Form. and much more are grown. www.AFP2018.org
03/18 www.AFP2018.org 32 SPONSORS Program as of 3/12/18. Subject to change.
Platinum Gold Bronze General
Silver
Find the most up-to-date listing at www.AFP2018.org
AFP, Association for Financial Professionals, the AFP logo, Certified Treasury Professional, CTP, the CTP logo, Certified Corporate FP&A Professionals, FP&A and the FP&A logo are registered trademarks of the Association for Financial Professionals. ©03/18.
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