LIBOR is set to be discontinued by the end of this year, and it’s important that corporates are ready for the transition. Libor is written into over 220 trillion dollars in contracts around the world. Most of those are set to mature before mid-2023. That being said, the Alternative Reference Rates Committee has estimated that about a third won't mature by that timeframe. In this edition of the AFP Conversations Podcast, Tom Hunt director of Treasury and Payments Services at AFP, speaks with Nath...
Dec 20, 2021•27 min•Ep. 227
Dec 02, 2021•24 min
LIBOR has been at the forefront of our attention since 2012, when it was revealed that financial institutions were manipulating the rate for their own gain. The UK Financial Conduct Authority is set to discontinue LIBOR by the end of 2021, and it’s important we are ready for the transition. In this edition of the AFP Conversations Podcast, Tom Hunt, director of Treasury and Payments Services at AFP, speaks with David Bowman, senior associate director at the Board of Governors of the Federal Rese...
Oct 19, 2021•16 min•Ep. 226
Since March 2020, many of us have been operating in crisis mode, leading to quick pivots to embracing new policies and processes on the fly. In this special edition of the AFP Conversations Podcast, John Gibson, director of Education and Content Strategy at AFP, sat down with Jennifer Moss , who is speaking at the AFP 2021 Wellness Keynote, sponsored by RBC. Moss is globally recognized as an expert in burnout, and just published her newest book, The Burnout Epidemic . In this interview, Moss giv...
Oct 05, 2021•28 min•Ep. 225
In order to be successful, every leader must develop a game plan that accounts for the politics and personalities of everyone involved. In this special edition of the AFP Conversations Podcast, Jim Kaitz, president and CEO of AFP, speaks with DeMaurice Smith , who will kick-off the AFP 2021 Executive Institute, sponsored by PNC. Smith has served as executive director of the National Football League Players' Association since 2009, and prior to his role now, was recognized as one of the best tria...
Sep 27, 2021•24 min•Ep. 224
Being a “backable” person means you are able to rally others around a new idea in a way that inspires action, and great leaders invest in backability because it makes their people more adaptable to addressing complex problems. In this special edition of the AFP Conversations Podcast, Jim Kaitz, president and CEO of AFP, sits down with Suneel Gupta , who is speaking at the AFP 2021 Certification Keynote, sponsored by PNC. Gupta is the author of the bestselling book, Backable , which uncovers how ...
Sep 16, 2021•26 min•Ep. 233
A leader’s ability to manage difficult conversations can determine their success, whether its dealing with resource allocations, negotiating with a bank or disagreeing with a colleague. In this special edition of the AFP Conversations Podcast, Tom Hunt, CTP, director of Treasury Services at AFP, speaks with best-selling author Sheila Heen, who is one of the keynote speakers at the AFP 2021 Executive Institute, sponsored by PNC. Heen often partners with executive teams to help them work through c...
Aug 31, 2021•35 min•Ep. 232
In order to position employees for career advancement and build a better workforce, organizations must invest in talent development strategies that capitalize on the strengths and abilities of employees. In this edition of the AFP Conversations Podcast, Jim Kaitz, president and CEO of AFP, speaks with Dennis Carey, vice chairman of Korn Ferry. Carey recruits board directors, CEOs and their direct reports, and has placed and assessed some of the most successful CEOs and directors for more than 75...
Aug 24, 2021•39 min•Ep. 231
In a fast-paced world driven by complex and diverse factors, the ability for finance professionals to connect the dots is often more important than developing the dots. In this special edition of the AFP Conversations Podcast, Bryan Lapidus, FPAC, director of FP&A Practice at AFP, speaks with Vikram Mansharamani, who will appear at AFP 2021 as the FP&A Keynote , sponsored by OneStream Software and Workday. Mansharamani is a global trend-watcher, Harvard Lecturer, author, investor, and re...
Jul 07, 2021•29 min•Ep. 230
The importance of this question should be clear—the normal operating environment is full of volatility and uncertainty. CFOs and FP&A seem to have been on every corporate leader’s speed dial and phone favorites list as the need to know where we are now matters, and the need to know where we are going matters more. This is an opportunity for CFOs and their teams to lean into the challenge, and in this episode of AFP Conversations, AFP’s Bryan Lapidus, FPAC, director of FP&A Practice, sits...
Jun 30, 2021•31 min•Ep. 229
In today’s competitive job market, it is now more important than ever to recognize that learning itself is a skill. In this special edition of the AFP Conversations Podcast, Jim Kaitz, president and CEO of AFP, speaks with Matt Smith, McKinsey and Company’s chief learning officer. Matt is responsible for developing the firm’s learning-and-development strategy and for the execution of learning-and-development programs for more than 29,000 colleagues globally. In this interview, Matt discusses the...
Jun 28, 2021•29 min•Ep. 228
In this special edition of the AFP Conversations Podcast, Jim Kaitz, President and CEO of AFP, speaks with Shawn Kanungo, who will appear at AFP 2021 as the MindShift Keynote speaker. Kanungo is a globally recognized innovation strategist who works closely with leaders to better plan for the opportunities and threats associated with disruptive innovation. In this interview, Kanungo provides a preview of his presentation, Disruption DNA . He presents a roadmap for facing the onslaught of technolo...
Jun 10, 2021•33 min•Ep. 227
In this special edition of the AFP Conversations Podcast, Jim Kaitz, President and CEO of AFP, speaks with Amy Edmonson, who will appear at AFP 2021 as the Tuesday Keynote speaker . Edmonson is the Novartis Professor of Leadership and Management at the Harvard Business School and author of the book The Fearless Organization , which offers practical guidance for teams and organizations who are serious about success in the modern economy. In this interview, Edmonson provides a preview of her prese...
May 17, 2021•29 min•Ep. 226
SkyStem is a leading provider of month-end close automation platforms. Its solution, ART, helps CFOs and controllers shorten the month-end close cycle and time to issue financials by automating balance sheet reconciliations, managing month-end tasks, performing flux and variance analysis, and providing insightful reporting. In this episode of AFP Conversations, Tom Hunt, CTP, AFP’s Director of Treasury Services, sat down with Linda Harris, assistant corporate controller at Ichor Systems, and Nan...
Apr 26, 2021•30 min•Ep. 225
The common term “implicit bias” refers to attitudes or stereotypes that adversely impact or influence one’s understanding, actions and decisions in an unconscious way. But how are these implicit biases manifested and what are their impact on an organization’s culture? In this episode of AFP Conversations, Jenny Okonkwo, president of Transform Consulting and founder of Black Female Accountants Network, a volunteer-led professional women's network with membership across Canada, the UK, the U.S., a...
Mar 31, 2021•28 min•Ep. 225
What if financial professionals could have access to information that has previously been unknown, like what others are thinking and feeling? Dan Seidman, Managing Director of Read Emotions, believes that reading hidden emotions is a behavioral science that can be applied to managing, coaching and business partnering. In this episode of AFP Conversations, Bryan Lapidus, FPAC, AFP’s Director of FP&A Practice, is joined by Seidman to discuss how recognizing the emotions others feel during crit...
Mar 01, 2021•26 min•Ep. 224
In 2020, AARP was awarded the Malcolm Baldrige National Quality Award, the nation’s highest recognition for performance excellence that a U.S. organization can receive. Specifically, the Baldrige committee praised AARP’s Enterprise Dashboard, which enables leaders to sustain a focus on achieving the organization’s key objectives: grow impact, grow relevance, grow revenue and engage workforce, driving down to individual performance objectives. Scott Frisch, AARP’s EVP and COO, was one of the prim...
Mar 01, 2021•30 min•Ep. 223
Traditionally, finance has been about creating numbers and capturing data for a business. But how can we share that insight to stay relevant to business stakeholders? In this episode of AFP Conversations, Bryan Lapidus, FPAC, AFP’s Director of FP&A Practice, is joined by Jesper Sorensen, co-author of Implementing an Analytics Culture for Data Driven Decisions , to discuss the changes required within finance to reach its aspirations of providing actionable insight to the business. Sorensen ex...
Mar 01, 2021•28 min•Ep. 222
In this episode of AFP Conversations, Jim Kaitz, President and CEO of AFP, is joined by Erica Dhawan, globally recognized leadership expert and AFP FinNext 2021 Virtual Closing Keynote , to preview her keynote: “Leading Digitally: Foster Human Engagement at Work.” As the founder and CEO of Cotential and co-author of the bestselling book Get Big Things Done: The Power of Connectional Intelligence , Dhawan teaches leaders 21st century collaboration skills and behaviors and is the world’s leading a...
Feb 23, 2021•31 min•Ep. 221
In this episode of AFP Conversations, Jim Kaitz, CEO of AFP, is joined by author, lecturer, and AFP FinNext Virtual Conference Opening Keynote , Hal Gregersen to preview his keynote: "Navigating Uncertainty Through the Power of Inquiry." Ranked as one of the world’s 25 most influential management thinkers by Thinkers50, Gregersen has dedicated his career to finding out what kind of skills, corporate culture and practices produce innovative powerhouses. Gregersen is the Opening Keynote at FinNext...
Feb 02, 2021•38 min•Ep. 220
In this special episode of AFP Conversations, best-selling author and journalist Eric Weiner joins AFP President and CEO Jim Kaitz speaks with to discuss his latest book, "The Socrates Express: In Search of Life Lessons from Dead Philosophers." Kaitz and Weiner attempt to gauge how some of the greatest philosophers throughout history would approach the challenges of today. Although we currently face a monumental crisis, some of history's greatest minds would likely advise us to focus on the thin...
Dec 11, 2020•45 min•Ep. 219
This episode of AFP Conversations explores the insights covered in the 2020 AFP Asia-Pacific (APAC) Treasury Management Handbook, sponsored by Kyriba. Released by AFP in collaboration with China National Association of Finance Companies, the Association of Corporate Treasurers Singapore, and the Japan Association for Chief Financial Officers, the handbook provides an overview of the elements of treasury management and includes guidance on the core tasks of a regional treasury center. Dory Malouf...
Dec 08, 2020•23 min•Ep. 218
In this episode of AFP Conversations, financial influencer, speaker, author and podcast host, Sheri Fitts of ShoeFitts Marketing will be discussing personal branding. With more than 25 years in the financial services industry, she is an expert in leveraging marketing, branding and a fine-tuned digital strategy to help financial professionals attract the right clients, increase revenue, retain relationships, and navigate the online world. At AFP 2020 , Fitts will be leading the session, Surviving...
Oct 14, 2020•18 min•Ep. 217
This episode of AFP Conversations focuses on how financial professionals manage change, which is something they’ve had to do a lot of lately. With entire workforces operating remotely, there’s never been a better time to adopt a new mindset. And there’s no one better to help you develop that new mindset than AFP 2020 FP&A Keynote Amy Vetter, CEO of the B3 Method Institute and DRISHTIQ Yoga. This is Amy’s second time joining the podcast. In this episode, she provides a preview of her upcoming...
Oct 05, 2020•25 min•Ep. 216
To be successful, chief financial officers and treasurers need to be true leaders who invest in the professional development of their teams. That requires seeking out exceptional talent and helping those individuals grow their skillsets so that they can make the organization more resilient. In this episode of AFP Conversations, Jim Kaitz, President and CEO of AFP, discusses professional development with Mark McGivney, Chief Financial Officer of Marsh and McLennan Companies. McGivney has held a n...
Sep 30, 2020•31 min•Ep. 215
If you’ve attended a career development session at an AFP Conference over the past few years, you’ve probably heard Nicole Meyer speak before. She is Founder and Managing Partner of The Meyer Partnership, a search and advisory firm for Global Financial Services. A former transaction banker, hiring manager and talent recruiter, Meyer created a search firm founded on the principle of bringing the world’s most successful banks and companies together with the very best and relevant candidates. She’s...
Sep 22, 2020•28 min•Ep. 214
Over the past several months, financial professionals have experienced upheaval in their professional and personal lives. Many have been working from home, adapting their daily schedules to that environment. When you’re handling so many things at once, it can be difficult to manage your time properly. In this podcast, AFP President and CEO Jim Kaitz discusses the importance of perfect timing with AFP 2020 keynote Daniel Pink. Pink is a New York Times Bestselling author, whose books have won mult...
Sep 14, 2020•31 min•Ep. 213
Alphabet, Google's parent company, is a rapidly growing and dynamic business. To support this growth, Alphabet recognized the need to re-engineer its treasury function. Partnering with SAP, Alphabet launched Project Emerald—a state-of-the-art, non-custom solution that migrated treasury’s processes to the company’s SAP treasury workstation. The success of this in-house solution has paved the way for Alphabet to implement SAP as a single global ERP system for not just treasury, but all corporate f...
Sep 03, 2020•17 min•Ep. 212
Drager is a leading manufacturer for medical and safety technology products, employing more than 15,000 people worldwide. The company generates revenues of around 2.8 billion Euros, 55% of it in foreign currencies. Drager's portfolio of foreign currencies requires reliable data processing in a highly automated, cost-effective and flexible manner. Until the end of 2019, FX exposures were computed in a highly manual and time-consuming, spreadsheet-based process. To improve data availability and re...
Aug 31, 2020•24 min•Ep. 211
By now, we all know about Peloton. It is the largest interactive fitness platform in the world, with a loyal community of more than 2 million members. Maybe you're a member yourself. But what you might not realize is how quickly Peloton exploded onto the fitness scene. And because of its meteoric rise, Peloton initially lacked a formalized treasury operation. In this episode of AFP Conversations, we speak with Dana Laidhold, treasurer for Peloton. She discusses how she joined Peloton in 2018, in...
Aug 25, 2020•17 min•Ep. 210
