Educational Sessions

Designed by Your Peers. Built for Impact.

With 130+ sessions across seven tracks, every session is selected by a practitioner task force to ensure it delivers real-world value you can apply immediately.

No vendor bias. No fluff. Just actionable learning designed for treasury and finance professionals.

Choose from sessions across:

• Capital Markets & Investments
• Career Development
• Executive Institute
• Financial Planning & Analysis
• Payments
• Principles in Practice
• Risk Management
• Treasury Management
  

Check out session highlights below and look for the full schedule in July.

Capital Markets & Investments

How AI is Changing the Investment Landscape for Corporate Treasurers

✨Recommended by AFP 2026 Task Force Member: Holly Olson, Corporate Treasurer, America Fujikura Ltd.

By leveraging AI effectively, organizations can achieve higher yields, lower costs, reduced fraud exposure, and faster, more informed decision-making—positioning early adopters to build a sustainable advantage over peers still reliant on manual processes and traditional tools. This session looks at how artificial intelligence is transforming corporate treasury, from enhanced cash-flow forecasting and automated portfolio optimization to real-time risk monitoring and decision-making. Discover practical applications of large language models (LLMs), predictive analytics, and generative AI across key areas such as short-term investments, liquidity management, and yield enhancement, while offering actionable guidance on adopting AI tools and navigating implementation challenges, data governance, and regulatory considerations. 

Speakers:

• Jennifer Botha, CTP, Treasurer, Snap, Inc.
• Alexander Garcia, CTP, Senior Treasury Analyst, Okta
• Linda Kalocsay, Director Treasury, Endeavor Group Holdings
• Donald Norris, Director, HSBC

Getting More from Cash: Optimizing Corporate & Treasury Investment Strategies

✨Recommended by AFP 2026 Task Force Member: Louri Amador, CTP, VP, Assistant Treasurer, PVH Corp.

Wondering how to get more from your corporate cash? This session explores how to boost yield while staying within compliance, liquidity, and risk constraints. Optimizing cash is a powerful yet underused lever for generating operating income with minimal cost—especially for organizations managing large balances, where small improvements can drive meaningful impact. Blending academic insight with real-world treasury experience, the session reframes cash investment as a disciplined optimization problem rather than a passive activity. Attendees gain a practical framework to elevate cash management from a routine activity into a strategic lever for financial performance.

Speakers:

• Cameron Bowen, Director of Treasury, Salesforce
• Rayce Coyne, Founder and CEO, Hedgehog
  
• David Linton, Portfolio Manager / Faculty Lecturer, PayPal Investment Management / Texas McCombs School of Business
• Mark Pooley, MD, Head of Corporate Cash Management, TD Securities, Inc

Corporate Bond Issuance: From Process to Strategy

Corporate bond issuance remains a critical Treasury responsibility, and today’s rate volatility and shifting investor sentiment make disciplined planning more important than ever. Knowing how to monitor markets, assess execution windows, and coordinate efficiently can materially impact a flawless execution. This session demystifies the issuance process and equips practitioners with practical tools for evaluating daily market data, managing hedging decisions, and partnering effectively with underwriters. With many companies facing upcoming refinancing needs or pursuing acquisition financing, Treasury teams must be better positioned to strengthen capital structure management and support stronger financial outcomes.

Speaker:

• Karina Inga-Kamienski, CTP, Senior Director, Capital Markets, Gilead Sciences, Inc.

Career Development

Building a Change-Ready Culture in the Age of AI and Automation

Performing core business functions is critical as organizations adopt AI-driven tools, real-time processes, and automation. Yet even the most promising initiatives often stall, adoption lags, and ROI falls short, not due to technology, but because underlying human systems are unprepared. This session helps leaders assess cultural readiness, address resistance, and sustain adoption while maintaining governance and compliance. Explore why teams resist change, how generational dynamics influence adoption, and how to build organizational resilience. A case study demonstrates cultural diagnosis, service realignment, and stabilized transformation through operational disruption.

Speaker:

• Natasha Todorovic, Founder, Spiral Dynamics

Why Strategy Fails at Execution and What Leaders Can Do About It

Most organizations don’t fail from poor strategies; they fail when execution breaks down under pressure. As organizations grow, complexity slows decision-making, fragments communication, and stretches leadership behaviors beyond their effective limits. These breakdowns create real performance risk, even in financially disciplined organizations. This session explores why execution friction emerges in high-stakes environments and how leadership behavior directly shapes speed, alignment, and results. Drawing on neuroscience, real-world experience, and emerging decision intelligence, the session reframes execution as a human capability to be actively reinforced in daily work. 

Speaker:

• Heather Polivka, Founder & CEO, Awesome People Leaders

3 Strategies to Turn Siloed Teams into Collaborative Powerhouses

Organizations lose an average of $109 million per $1 billion spent on projects due to misalignment and rework. In finance, these costs are exacerbated by workforce shortages and rapid AI integration. Leaders often respond with more meetings, messaging, or offsites, only to see execution slow further. Hear from Amy Yip, a team performance expert who helps teams move beyond short-term fixes to achieve lasting alignment and measurable outcomes. In this session, understand why common approaches fail, how to spot early warning signs of misalignment, and three proven strategies to transform silos into high-performing, aligned teams.

Speaker:

• Amy Yip, CEO, Amy Yip LLC

Executive Institute

Exclusively for executive corporate practitioners.

How (and Why) CFOs Should Price AI Risk

AI adoption is creating new financial risks for corporations. While technical and compliance teams focus on model performance and regulatory frameworks, AI risk remains an unaccounted and material liability on financial statements. Corporate executives now have a fiduciary responsibility to quantify and benchmark AI risk in financial terms, and to enable their organizations to do the same. This talk explores how leading enterprises are turning AI risk quantification into a strategic differentiator. By quantifying and benchmarking AI risk, they empower their teams to make data-driven decisions, while their competitors remain mired in technical complexity and AI jargon. 

Speaker:

• Josh Bottum, Acting CFO, Indemnify AI, Inc.

Financial Planning & Analysis

Next Generation AI-Powered Financial Modeling

✨Recommended by AFP 2026 Task Force Member: Kavin Soni, Senior Financial Analyst, Google

FP&A teams are under pressure to move faster, forecast more frequently, and communicate with confidence, all while managing increasingly complex models. Excel is still the backbone, but the approach is evolving. This session demonstrates how to pair modern modeling techniques with AI engines (e.g. ChatGPT, Copilot, Claude) to build models that are cleaner, easier to update, more auditable, and resilient under change. Treating AI as a practical team member, participants will learn how to translate business questions into model design, accelerate formula development, reduce manual work and errors, improve documentation, and create repeatable modeling patterns. The session is hands-on, grounded in FP&A realities, and focused on strategies you can implement immediately.

Speaker:

• Carl Seidman, Principal, Seidman Financial
  

Building a Future-Ready FP&A Operating System: Harman’s Planning & Forecasting Blueprint

Many finance organizations still run Long-Range Planning, Annual Planning, and Forecasting as disconnected cycles, resulting in misaligned assumptions, slow decisions, and quickly outdated forecasts. This session highlights how Harman Automotive is building a future-ready FP&A operating system through a Planning & Forecasting Blueprint that integrates these processes into a single, coherent annual cycle. The approach shifts from spreadsheet-driven planning to driver-based rolling forecasts completed in five working days, supported by stronger governance, a unified driver library, and a single planning engine. Participants learn to design strategy-led, scalable planning processes that accelerate decision-making, improve reliability, and create a repeatable rhythm linking strategy, execution, and performance management.

Speakers:

• Sudhakar Chandramohan, Head of Finance Transformation, Harman International
• Anders Liu-Lindberg, Partner, Implement Consulting Group

The Decisions That Make-or-Break EPM: A Playbook for Lasting Value

✨Recommended by AFP 2026 Task Force Member: Cassie Wang, Head of Finance, Lightship Security, Inc.

Organizations invest heavily in Enterprise Performance Management (EPM) to deliver robust planning, reporting, and analytic capabilities, yet many fail to realize full value. EPM Initiatives often fall short when systems are selected without clear requirements, implemented poorly, or not adapted as business needs evolve. This interactive session provides a practical framework for selecting, implementing, and maximizing EPM impact. Drawing on AFP research and real-world lessons, it contrasts high-impact investments with costly missteps. Speakers explore selecting the right system, executing implementations that drive adoption, and continuously improving EPM to meet evolving business needs. Attendees leave with a roadmap to guide decisions and elevate FP&A’s strategic influence.

Speakers:

• Paul Barnhurst, FPAC, Founder, The FP&A Guy
• Rosemary Linden, President, Momentum CFO
• Philip Peck, Vice President, Finance Transformation & Advisory Services, Peloton Group

Payments

When Minutes Matter: Delivering Real-Time Emergency Payments Using API Driven Instant Rails at U-Haul

✨Recommended by AFP 2026 Task Force Member: Kate Outlaw, Corporate Cash Manager, Treasury, Dillard’s Inc.

U-Haul must respond quickly when customers face service disruptions or equipment issues, yet manual processes and batch-based systems caused delays in issuing reimbursements or emergency payments. To improve responsiveness, the company built an in-house, API-driven payout platform that leverages instant payment rails to send reimbursements 24/7. This session explores how U-Haul modernized service and treasury operations by enabling store teams and agents to issue secure, trackable payments in real time. Attendees gain insights into how the company built a programmable payout system, ensured compliance and auditability across treasury, IT, and service teams, and maintained seamless nationwide integration—demonstrating how enterprises can meet rising expectations for instant customer payments.

Speakers:

• Andrew Cain, Director of Payment Operations, U-Haul International, Inc.
• Lilly Dodd, VP, Immediate Payments Product Manager, PNC Bank
  

Modernizing Refunds and One-Time Payments: Eliminating Checks, Risk, and Manual Work

✨Recommended by AFP 2026 Task Force Member: Melissa Windham, CTP, Treasury Manager, Symetra

Refunds, reimbursements, and other one-time payments remain among the most manual and complex treasury responsibilities. Reliance on paper checks, fragmented payee outreach, and disconnected workflows drives higher costs, increased fraud risk, poor payee experiences, and compliance challenges such as unclaimed property. Panelists examine how leading organizations are modernizing these “outside the AP” payments by rethinking payee outreach, payment options, and controls. Drawing on real-world examples, including high-volume, low-dollar refunds, panelists share practical approaches to reduce check volumes, improve visibility, strengthen compliance, and streamline operations. Attendees will gain actionable insights on operating models, governance, and success factors for modernizing one-time payments.

Speakers:

• Olu Adebiyi, Product Executive, Wells Fargo
• James Green, SVP, Treasury and Capital Markets, Kaufman Hall
• Donny Hoye, CEO, TailFin Payments
• Glynda McDaniel, Director of Treasury Operations, Ardent Health Service
  

Driving Results with ACH Payments in a Dynamic Landscape

✨Recommended by AFP 2026 Task Force Member: Maggie Louie, CTP, Treasury Director, Massachusetts Mutual Life Insurance Company

Electronic payments are becoming the backbone of modern finance, yet many organizations struggle to keep pace with evolving ACH Network capabilities. Staying current is critical to reduce delays, improve accuracy, and manage compliance risks. This session offers practical ACH strategies that drive real impact, highlighting key priorities across the payment lifecycle, including Same Day ACH expansion, new enrollment capabilities, faster ACH returns, International ACH (IAT) enhancements, and new funds availability requirements to accelerate payroll and refund payments. Participants gain actionable insights and resources to help treasury teams operate efficiently, stay agile, and optimize ACH payments for measurable results.

Speakers:

• EdaBeth Brown, Head of Order to Cash, DIRECTV
• Joe Hussey, Senior VP, Global Treasury Management, Wells Fargo
• Jane Larimer, President and CEO, Nacha

Risk Management

Fraud in the AI Era: When M&A Deals Become Targets

✨Recommended by AFP 2026 Task Force Member: Holly Olson, Corporate Treasurer, America Fujikura Ltd.

By the end of 2026, a surge in M&A activity will likewise see increased exposure to fraud and cyberattacks, with phishing, social engineering, and payment diversion spiking during deal transitions. Misaligned policies and expanded third-party networks create additional vulnerabilities, while AI-driven attacks grow more frequent and sophisticated. Combining expert guidance with real world treasury experiences, this session outlines how Treasury teams can help mitigate these risks through consistent payment controls, enhanced fraud training, stronger identity and access management, and cross-functional coordination—helping protect liquidity, secure financial data, and preserve enterprise value throughout the M&A process.

Speakers

• Eric Hobbs, CTP, Treasury Manager, JBS USA Food Company
  
• Angelyn Pennington, CTP, Treasurer, Guggenheim Partners, LLC
  
• Larry Zelvin, Exec. V.P & Head Financial Crimes Unit, BMO

A Detective’s View: The Decisions Behind Payment Fraud

Every major fraud starts with a decision that seemed safe, a vendor update approved, a payment rushed, or a verification step bypassed to keep processes moving. In this panel, a financial and cybercrime detective, a finance leader, and a vendor fraud expert dissect fraud at the critical intersection of treasury oversight and finance operations. Drawing on real investigations and hands-on experience, panelists reveal how vendor impersonation and process gaps succeed even when anticipated. Using the City of Vista case study, they show how treasury’s verification and approval design shapes outcomes long before money moves. Gain actionable strategies to reduce risk, strengthen collaboration, and slow high-risk decisions without compromising payment speed or trust.

Speakers

• Marc Evans, Founder, Financial & Cybercrime Detective, Fraud Hero
• Matt McDonald, Finance Manager and Deputy Treasurer, City of Vista, CA
• Angela Sarno, VP, Marketing, PaymentWorks
  

Post War Treasury: Rebuilding After M&A

✨Recommended by AFP 2026 Task Force Member: Jeremiah, CTP, Treasury Director, Workwear Outfitters

Rebuilding and realigning treasury functions after an M&A or spin-off is a complex challenge, requiring teams to balance continuity with transformation. In this session, treasury leaders share how they navigate change, prioritize initiatives, and ensure systems are fully operational post-close. Through a case study, participants will see how a new treasury team can establish its identity by blending legacy practices with forward-looking strategies. Attendees learn how to manage transitions, strengthen change management, and optimize structures, partnerships, and banking setups to drive efficiency and long-term success.

Speakers

• Tai Lynn Carr-Fraser, CTP, VP, Global Treasury - Treasurer, Capri Holdings Limited
• Wacef Chowdhury, Director, Cash Management Sales, Standard Chartered Bank
• Peter Claus-Landi, Assistant Treasurer, GE HealthCare
• Connie Lynn Miner, CTP, SVP, Global Head of Treasury, News Corp.

Treasury Management

Stablecoins in Treasury: Practical Use Cases, Risks, and Readiness

✨Recommended by AFP 2026 Task Force Member: Glisson Inguito, CTP, Director of Treasury, Corporate Treasury, Konica Minolta

Treasury teams are increasingly expected to provide guidance on stablecoins as part of payments modernization, liquidity management, and faster settlement. With regulatory frameworks and market practices evolving, organizations risk either dismissing stablecoins prematurely or engaging without fully understanding implications for controls, liquidity, and risk. This session offers practitioners first-hand insights into how stablecoins are being evaluated for cross-border payments, intraday liquidity, and international scaling, particularly in markets where traditional banking slows expansion. Panelists share benchmarking insights, adoption trends, and practical guidance on governance, controls, counterparty risk, regulatory compliance, and operational readiness, helping attendees confidently assess stablecoins’ potential role within their treasury environment.

Speakers:

• Christine Jensen, CTP, Head of Treasury, Cloudflare
• Joseph Neu, Founder and CEO, The NeuGroup, Inc.
• Leland Rodger, Treasurer, Stripe
• Kammy Tsang, Sr Director, Head of Global Cash Mgmt., PayPal
  

From Separation to Success: Treasury Essentials During Spin-Off

✨Recommended by AFP 2026 Task Force Member: Alicia Martinez, CTP, Assistant Treasurer, CFA Institute

Corporate spin-offs and divestitures are powerful strategies for unlocking value and meeting evolving investor and regulatory demands. Each transaction—from simple carve-outs to complex, global deals—presents unique challenges, placing Treasury in a central role. Whether structured as an asset sale, equity spin-off, or hybrid, separations create opportunities to shape liquidity, funding strategy, capital structure, risk management, and post-close operations. This panel features treasury leaders and advisors with hands-on experience executing spin-offs under tight timelines. Attendees gain practical insights, proven playbooks, and lessons learned to make assets separation-ready, build a fit-for-purpose treasury, and drive transformations with speed, confidence, and lasting impact.

Speakers:

• Moz Chhagan, Director, Corporate Finance and Treasury, PwC
• Laura Howley, CTP, Assistant Treasurer, The Boeing Company
• Hyesi Jun, Head of Liquidity Solutions, US, Deutsche Bank
  

From Forecasting to Foresight: How Lumen Uses AI to Transform Enterprise Treasury

✨Recommended by AFP 2026 Task Force Member: David Deranek, CTP, Senior Director Treasury Operations, Health Care Service Corporation

As expectations rise to scale efficiently, automate processes, and adopt AI-enabled workflows, legacy forecasting approaches are proving insufficient. Lumen’s Finance and Treasury teams rebuilt cash forecasting using a governed “gold layer” of data across SAP on Azure and Databricks, paired with AI/ML models that deliver near-real-time, explainable forecasts. The transformation improves liquidity visibility, investment returns, vendor discounting, and scenario planning, including stress testing. This session shares the architecture, data foundations, governance, including GenAI-driven variance analysis and the operating model that sustains it, along with candid lessons and practical patterns for turning pilots into measurable enterprise impact.

Speakers:

• Maximillian Chen, Assistant Treasurer, Lumen Technologies, Inc.
• Bernardo Fuentes, Senior Director, Financial Intelligence, Lumen Technologies, Inc.
• George Poppen, CTP, Director - Treasury, Cash Management, Lumen Technologies, Inc.
• Akhil Sharath, Senior Manager, PwC

Register by June 26 to Save $675