Networking Events

Some programs have eligibility requirements and are subject for review. Networking events are subject to change.

What Attendees Say

Event Descriptions

AFP Member Roundtable | Hiring Strategies in the AI Era
AI is adding new complexity to hiring, and finance and treasury teams need practical strategies to adapt. In fact, 65% of hiring managers say AI-generated resumes are creating challenges and 84% of HR leaders report that their recruiting team’s workload has grown as a result. Join Steve Saah, Executive Director at Robert Half, in this interactive roundtable for a discussion of the key insights on how AI is reshaping the hiring process. Participants explore effective strategies for identifying qualified talent in an AI driven era, examine the true cost of a bad hire, and leave with actionable solutions that can be implemented right away.

• Steve Saah, Executive Director, Robert Half

Restricted to AFP Members Only

AFP Member Roundtable | What Works, and What is the Future of Work, With AI
In finance, AI is making a real impact, not through  flashy demos, but in how work is prioritized, roles are redefined, and judgment is exercised. This roundtable cuts through the noise to highlight where AI has delivered real, measurable value for FP&A members—and where initiatives have quietly stalled due to data, skills, or operating-model gaps. The discussion explores how AI is changing career paths, elevating the importance of critical thinking, and shifting value from producing numbers to interpreting and acting on them. The focus is on practical lessons for building finance teams where technology amplifies, not replace, human insight.

• Bryan Lapidus, FPAC, Director, FP&A Practice, Association for Financial Professionals
  

Restricted to AFP Members Only

AFP Member Roundtable | AI Ready Treasury
Artificial intelligence is already reshaping treasury—from machine learning that improves forecasting and fraud detection, to generative AI that enables natural-language data queries, to agentic AI that automates decisions within preset parameters. For AFP members, the question is not whether to adopt AI, but where to start and how to prioritize. In this roundtable, participants will work through a practical framework for evaluating AI opportunities by identifying high-friction treasury processes, assessing data readiness and access controls, selecting use cases with measurable outcomes and manageable judgment risk, and establishing governance that ensures results are explainable, secure, and operationally integrated.

Restricted to AFP Members Only

Cash Management & Investments Roundtable | Current Practices, Trends, and Strategies
With such volatility among current market dynamics and amid deep uncertainty about what tomorrow will bring what are your thoughts about managing your corporate cash and short-term investment portfolio? This is an open forum where Corporate Practitioners and industry leaders are invited to engage in an informal discussion about current practices, changing trends, and strategies for managing cash and short-term investment portfolios around the world. Attendees are encouraged to share issues, opportunities, concerns, tools and strategies, as well as the risk mitigation efforts they are currently employing or considering for the future.

FP&A Symposium | What Are the Odds? Quantify the Uncertainty in Your Forecast
If forecasts had a “credit score,” teams could better gauge the level of uncertainty inherent in their projections and move forward with the right level of confidence. This session introduces the Uncertainty Exposure Score™, a forward-looking tool for evaluating forecast quality. Participants learn how a select group of assumptions drives forecast accuracy and use a practical framework to assess uncertainty based on accuracy, bias, volatility, and error persistence. Attendees work with shared data or their own budget-vs.-actuals (12 months, 5 - 10-line items) to build a customized Uncertainty Exposure Score™ to take back to their organization.

Executive Roundtable | Building the Team of the Future: Attracting, Engaging, and Retaining Top Talent
As expectations of the treasury function expand, treasurers must rethink how they attract, engage, and retain top talent. In this roundtable participants explore talent strategy from the Treasurer’s perspective, focusing on leadership, communication, and vision shape engagement and long-term retention. Attendees gain insight into positioning treasury as a destination function while building a future ready team.

Restricted to Executive-level Practitioners

Executive Roundtable | Turning Your Technology Investment into Measurable ROI
Many treasury teams have implemented a TMS but realizing its full value over time remains a common challenge. This roundtable brings treasurers together to discuss how continuous improvement can optimize TMS usage, eliminate workarounds, and refocus the platform on outcomes that matter—efficiency, visibility, control, and decision making. Participants will share practical perspectives for driving sustained ROI after going live, and keeping the TMS aligned with evolving business needs.

Restricted to Executive-level Practitioners

FP&A Roundtable | Overrated or Underrated? Re-Examining the Soft Skills That Drive Success
Technical finance skills alone won’t help you to achieve your work or long-term goals—your personal and interpersonal abilities are just as critical. In this interactive, game show style session, finance and business leaders evaluate common workplace behaviors and leadership practices through an “Overrated or Underrated” lens. Guided by real world scenarios and facilitated debate, participants examine how context, role, and organizational maturity influence whether a given skill accelerates performance or creates friction. The focus is on strengthening judgment and decision-making to move beyond generic advice toward effective day-to-day leadership and collaboration.

Restricted to Corporate Practitioners

Industry Roundtable Luncheons
Energy & Utilities  l  Financial Services  l  Healthcare & Services  l  Insurance  l  Manufacturing  l  Retail | Education & Non-Governmental Organizations
These interactive sessions focus on in-depth discussions of the issues facing industry professionals and on solutions to address challenges.

Sponsored by Fifth Third Bank

Restricted to Corporate Practitioners

Payments Fraud Symposium | Navigating Current and Emerging Threats in a New Fraud Landscape
Payments fraud remains pervasive and increasingly sophisticated, with 76% of organizations experiencing attempted or actual fraud. In this Payments Fraud Symposium corporate practitioners examine key findings from the 2026 AFP Payments Fraud and Control Survey, highlighting persistent vulnerabilities in check payments, the continued rise of business email compromise (BEC), and emerging threats driven by AI-enabled fraud and deepfake technologies. Attend this timely discussion to gain valuable insight into evolving fraud tactics, targeted payment methods, and organizational risk exposure, along with practical strategies to strengthen controls and enhance resilience in an increasingly complex threat landscape.

Sponsored by Nacha

Payments Roundtable | ISO 20022 Update and Its Impact on Treasury Professionals
As ISO 20022 adoption continues across payment rails and financial institutions, treasury teams are navigating both opportunities and operational challenges. This roundtable provides an update on the current state of ISO 20022 implementation and examines what it means for treasury systems, reporting, and bank connectivity. Attendees exchange insights on readiness strategies, data management, and how to unlock the value of richer payment data beyond basic compliance.

• Julie Mingus, Sr Director Treasury Operations, Cinemark Holdings, LLC
• Maggie Louie, CTP, Treasury Director, Massachusetts Mutual Life Insurance Company

Sponsored by Federal Reserve Financial Services

Restricted to Corporate Practitioners

Payments Roundtable | Using AI to Streamline Payments
Artificial intelligence is rapidly reshaping payments, yet many treasury teams struggle to move from experimentation to adoption. This interactive roundtable explores practical AI use cases across the payments lifecycle—from fraud detection and exception management to payment routing and reconciliation—while addressing how treasury leaders can build internal awareness, urgency, and executive buy-in. Participants will share real-world experiences, lessons learned, and governance considerations, with a focus on aligning AI initiatives to enterprise priorities and risk frameworks. Discussion will highlight where AI is delivering measurable value today and what treasury leaders should realistically prioritize over the next 12–24 months.

• Steven Peterson, CTP, Director of Treasury, Chick-fil-A, Inc
• Kate Outlaw, Corporate Cash Manager, Dillard's Inc.

Sponsored by KeyBank

Restricted to Corporate Practitioners