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Call for Proposals and Guidelines

Share your thought leadership with thousands of corporate treasury and finance professionals—apply now to lead an educational session at the 2014 Association for Financial Professionals Annual Conference in Washington DC, November 2-5 2014. Submissions will be accepted from November 19, 2013 through January 15, 2014.

All Proposals Must Include:

  • Title (Seven Words Max)
  • Description (150 words Max)
  • Topic Area
  • Two Pre-requisites 
  • Length (60 or 75 minute sessions)
  • Speaker Names and Bios
  • At least one corporate treasury and finance professional as co-speaker. The name of the corporate practitioner is not required for submission; however, there must be an indication of the type of practitioner that is planned for the speaking slot. In cases where similar proposal topics are being considered, the tie-breaker will be the caliber of the co-presenter proposed.

AFP's Annual Conference Educational Sessions are a non-commercial venue offering unbiased information to attendees. Sales pitches for products or services in the proposals are strictly prohibited and will be rejected immediately.

Deadline for proposals: COB January 15, 2014. Proposals are selected by a task force of senior corporate treasury and finance practitioners. Decision notification on all proposals will be done in March.

More Session Advice:

  •  Hour long sessions may have a maximum of three speakers. Hour and Fifteen minute sessions may have three speakers, plus a moderator.
  • The due date for securing a corporate co-speaker(s) is May 15, 2014. AFP reserves the right to rescind its acceptance of your session if this requirement is not met.
  • Only ONE financial institution representative or consultant is permitted per session.

Speaker Benefits:

  • Complimentary conference registration for each speaker. As a nonprofit organization, AFP does not provide honoraria or travel expenses for presenters.
  • CTP, CCM, and FP&A Recertification Credits for presenting a session on a topic pertinent to treasury, finance, and financial planning. For more information, see the AFP website.
  • CPAs presenting a session are granted two CPE credits for presenting and one CPE credit for constructing the presentation materials.

Sessions Descriptions Should:

  • Describe the problem, issue, or objective and the solution implemented.
  • Explain the strategic motivations for selecting the particular solution.
  • Discuss cost savings and/or revenue enhancement; quality improvement; risk reduction; and improved efficiency and/or productivity.
  • If accepted, the description will need to be edited to no more than 80 words for marketing collateral and the program book. We would prefer a more thorough and specific description for the task force’s review in order to ensure an understanding of the topic to be presented.

Additional Notes for Sessions That Are Accepted:

1.) All speakers must agree to provide a robust, substantive presentation deck to accompany their session, regardless of the format. The presentation must be presented on the PowerPoint template that AFP provides.

2.) AFP’s mission is to provide unbiased educational content for its members and certification holders, who make up the majority of the audience. Speakers must not engage in any sort of sales activity during their session. Sales activity is reserved for the exhibit hall and for the numerous networking activities AFP provides. Sales activities include:

  • Product demonstrations of any kind
  • Extensive highlighting of any product or service and contrasting it with others; and
  • Brochures or Flyers with a sales tone-all take aways will be digital and available through the planner
  • Conducting sign in sheets or roll call-attendance may not be taken

3.) Power Point presentations are used by the speakers to support the subject matter they are presenting in the session. All Power Point presentations are accessible to registered conference attendees for one year after the conference has concluded and are highly valued by all conference registrants. Presentations must be submitted to AFP no later than October 17, 2014 so that they are accessible to registered attendees.  Failure to meet this due date may mean the session will be cancelled.

Submit Your Proposal Here!


Hot Topics for 2014

Risk Management

  • Counterparty risk
  • Interest Rate
  • FX
  • How are CPs managing risks? Risk culture
  • Disaster recovery (business continuity) – changing environment and frequency of risks
  • Political risk
  • Enterprise Risk Mgmt.
  • Liquidity risk
  • Internal Procedural risk (de-risking financial procedures and processes)
  • Cyber risk
  • Commodities

Financial Planning and Analysis

  • Forecasting
  • Frequency
  • Level of Detail
  • Rolling Forecast
  • Accountability
  • Analytics
  • What analytical tools are the most helpful
  • Enabling technology
  • Budgeting
  • Planning
  • Metrics
  • Career Management
  • Career Track for FP&A, Attracting and Retaining talent, Define FP&A brand, rising visibility of FP&A Professionals
  • Dashboards
  • KPIs
  • Business Intelligence
  • Benchmarking
  • Reporting
  • Communicating to non-Financial entities
  • Modeling
  • Organizational Design

Career Development

  • Negotiation skills
  • Attracting/developing/identifying/retaining talent
  • Resume building
  • Communications skills
  • Cross functional leadership
  • Presenting to the board
  • Career Path and Talent Retention
  • Social media


  • Doing More with Less
  • Cash forecasting – liquidity management and refining skills
  • Strategic Role of Treasury
  • Short term investing
  • Investment policy
  • eBAM
  • Bank fee management
  • Growing International Operations
  • Account Analysis
  • Process mapping and improvement
  • Treasury technology (innovation & automation)
  • F-BAR
  • Treasury Regulations
  • Strategic bank relationship mgmt
  • Structuring differently to support the organization
  • Diversifying bank relationships
  • M&A integration within treasury operations
  • Benchmarking


  • Fraud
  • Alternative Payments
  • Mobile Payments
  • Payroll and other employee benefit cards
  • Payables/receivables (improving efficiency and achieving 100% STP)
  • Global payments
  • Education about forthcoming standards
  • Getting organizations to straight through processing
  • Card acceptance/interchange
  • How people are managing payments? What are they doing differently?
  • Payments technology
  • P-cards
  • EMV
  • Payments Benchmarking

Corporate Finance

  • Long term funding
  • Attracting and retaining talent
  • Deploying Cash Balances
  • Revenue Growth
  • Regulatory Changes
  • Deploying Cash Balances
  • Acquisitions, Stock Buy Backs
  • Dividends
  • Cap structure
  • M&A
  • Investments (non-liquidity)
  • Investor relations
  • FX
  • Credit
  • Capital Markets
  • Economic outlook
  • Raising new capital
  • Private Placement, Credit facilities, Leasing, Convertible Notes


  • Global treasury structures and corporate tax
  • Global Cash Visibility and accessibility
  • Governance
  • FX Risk
  • Bank Counterparties
  • Global Regulations/ Basel III

Submit Your Proposal Here!

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