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The Road Less Traveled: From Chemical Engineer to Director of FP&A
Comprised of top FP&A professionals from around the globe, the FP&A Advisory Council aids AFP’s staff in understanding current and developing areas of focus pertinent to FP&A, allowing us to better serve our association members. In this month's profile we spoke with Raja Ramachandran, MBA, FPAC, CTP, CMA, director of global FP&A for Owens & Minor.


In an Ownership Culture, People Spend Money Like It's Their Own
When we talk about changing culture in an organization, it rarely starts with finance, but maybe it should. Why? Because finance has a significant impact — good or bad — on the culture of any organization. In an ownership culture, people spend money like it's their own, and that leads to more discipline. And it leads to more willingness to invest in good things.


Bringing Swing Pricing to U.S. Money Market Mutual Funds
Swing pricing is widely used in Europe to regulate money market mutual funds. If instituted here in the U.S., funds would be required to adjust their share prices to reflect transactions costs. During periods of heavy withdrawals, that would also include the effect of selling assets that are less liquid.


Reconstructing the Hierarchical Pyramids: A Dell Case Study
What do the ancient pyramids of Egypt and corporate hierarchies have in common? They have both existed for as long as civilization, they require a large base to support the apex, and neither is the best way of building for the future. Just as technology has been empowering our personal worlds with faster, cheaper, and more democratized access to knowledge, the same is happening in the corporate world.


Illuminating Best Practices for Effective and Compelling Data Visualizations
We work in FP&A, analysis is in our name and DNA. We should be presenting insights, and visualizations are effective forms of communication, to elevate our work from good to great. AFP set out create a webinar series that shows in practical terms what can be created through a reporting renovation, with graph glow-ups and charting conversions.


Pioneer of Organizational Psychology Set to Headline AFP 2022 in Tuesday Keynote
How can we find motivation and meaning, rethink assumptions and live more generous and creative lives? Just ask Adam Grant. By way of prolific and passionate writings, talks and teachings, Grant is helping us rethink leadership, work and life. And this year, he’s also the AFP 2022 Tuesday Keynote.


AFP Announces Formation of APAC Treasury Council
The Association for Finance Professionals (AFP) opened its Asia office in Singapore in June 2019 seeking to better connect with and serve finance professionals in the Asia-Pacific region. This year, we formed the APAC Treasury Council to further our understanding of the unique challenges and needs within the region.


Build Design Thinking Into Financial Processes
What does design have to do with finance? Finance has the ability to design processes that derive more value for themselves and their business partners with lower pain points and increased efficiency by applying design thinking principles.


Finance: Turning Purpose Into Performance
Xin Gan, finance controller for Valeo Service China, is a current member of AFP’s Financial Planning and Analysis Advisory Council (FPAAC), which is instrumental in the delivery of relevant and timely content to the membership and community. We recently spoke with Gan about his management style and the impact and importance FP&A has had on his skillset.


Tips and Tricks for Writing a Speaker Proposal that’s Ready for Primetime
Speaking at a national conference of your peers is a great recognition of your hard work and success. Lots of proposals will be submitted for AFP 2022, so how can you make sure your topic shines and gets strong consideration?


Tools for Developing Collective Thinking on Your Team
All too often, in a desire to get along or breed consensus, teams get mired in groupthink. This is dangerous as it can lead to poor decision-making based on a very narrow perspective. When we think collectively — also referred to as cognitive diversity — we use the creativity, knowledge, and experience of everyone around us to tackle an issue. When asked how we go about encouraging this in the workplace, Warren Hatch, CEO of Good Judgment, offered some advice, which started with creating the right environment.


You Love It, You Hate It: KYC Compliance at the Forefront
KYC, know your customer, you hear the term all the time, but what is it? In a recent webinar titled “Enhancing KYC Compliance,” Bea Salvidar, CTP, Global Payments and Treasury advisor for Kyriba, and Tom Hunt, CTP, director of Treasury Services, AFP, tackled this top-of-mind subject.


“I Want To Motivate My Team” - An Interview With Eric Ellis
AFP sat down with Eric Ellis, past council chair and a member of AFP’s Financial Planning and Analysis Advisory Council (FPAAC). Ellis is currently the interim CFO of the National Restaurant Association. Learn how FP&A prepared him to be a CFO and what insight he's gained along the way.


AFP Announces 2022 Asia-Pacific Advisory Council
The overall objective of FPAAC is to establish a networking and advisory group for FP&A practitioners from APAC organizations to discuss best practices, common challenges and innovative initiatives, as well as network with their peers. The council members have contributed their time and effort to creating a regional conference, webinars, and a string of articles illuminating best and emerging practices.


AFP Announces New Members to the North American FP&A Advisory Council for 2022
We are pleased to announce the members of AFP’s 2022 Advisory Council. These members represent a broad cross section of industries, size, and ownership structure, and are selected based on their contributions to the FP&A practice, expertise in specific areas, and desire to contribute to the advancement of their peers.


Making the Case for Bank Fee Analysis
At AFP 2021, two treasury experts took on the subject of bank fee analysis, helping participants see not only the benefits, but also the history, global implications — and the way forward.


The Mission, Model and Management of Value-focused Finance
How should we think about — and position — all the changes that we talk about in finance and FP&A, digital transformation and business partnering?


CTP: Demonstrating Expertise in Treasury Operations
AFP recently caught up with Rohit Raj, CTP, digital manager at HSBC in India, to discuss his decision to earn the CTP, and how it has affected his life and career journey.


SOFR Loans Are Here: What You Need to Know Now
The first thing to know is that SOFR is pronounced like "gopher" and not "So Far," but since we kicked-off 2022, so far, so good.


Where Are You in Your LIBOR Transition Plan?
That is the question on the minds of treasury professionals the world over. Organizations are all over the spectrum, from having addressed their exposures and being done to not having started yet, “after all, we have until 2023.” With the arrival of the new year, is there anything wrong with the latter?


What We Learned in 2021 That Informs 2022
The AFP FP&A Advisory Council (FPAAC) met to reflect on 2021 in an effort to prepare for 2022 and beyond. In this discussion among practitioners, the key lessons were around agility and resilience, and taking care of those around you. The resulting conversation reads like a list of new year’s resolutions for FP&A. Enjoy!


AFP Survey Finds Flexible Work Environments Are Top of Mind for 2022
Are you wondering what 2022 will bring in terms of changes to the workplace? AFP surveyed those attending AFP 2021 (in-person and virtual) and received responses from 111 attendees. The five-question survey focused on career management and preference regarding work environment. Following are some of the key results.


Answering the Big Question: How to Spend on Cybersecurity?
In a recent webinar with Franklin Donahoe, CEO of Lynx Technology Partners, titled “How to Spend on Cybersecurity,” Donahoe helped us understand how to assign value to our information assets and to think about the tools we might want to use in order to budget, as well as what we want to spend and how to make the right dollar investment in our information security.


CTP: The Journey to an Adaptive Mindset
AFP recently caught up with Joris M. Chevaux, CTP, treasury manager for Sephora Asia, located in Singapore, to discuss his decision to earn the CTP, and how it has affected his life and career journey.


CTP: Embracing Change and Upskilling to Add Value
AFP recently caught up with Kerry Shattell, CTP, assistant vice president of Blackstone in Singapore, to discuss her decision to earn the CTP, and how it has affected her life and career journey.


The AFP FP&A Momentum Index: Results from Q4
The AFP Momentum Index survey was developed by members of the AFP FP&A Advisory Council, finance practitioners representing various industries and companies. It is administered by the Research Department of AFP, and the data is from a survey of independent FP&A practitioners. The Index has a single composite score based on three individual sub-scores that will be tracked over time.


Adding Bitcoin to the Balance Sheet: The MicroStrategy Strategy
What is the role of bitcoin in a corporate treasury? Read the recap of the AFP 2021 Treasury Management track session titled, “Why Corporate Treasurers May Consider Bitcoin.”


AFP 2021 Payments Hub Keynote: Integrate Open Banking into Apps to Enhance Financial Service Offerings, Say Experts
Recap of the AFP 2021 Payments Hub Keynote, sponsored by Wells Fargo and Brinks, Bruce Edlund, assistant treasurer at Citrix Systems, and Chris Noe, senior vice president of Digital Management at Wells Fargo.


In Uncertain Times, Apply Generalist Advantages
AFP 2021 FP&A Keynote Speaker, Vikram Mansharamani, says that today’s challenges are more akin to mysteries rather than puzzles, and that a generalist approach can navigate uncertainty better than specialists.


To Avoid Stagnation, FP&A Must Continuously Strive for Greater Self-development
This month we spoke with Johan Van Zyl, FPAC, senior vice president of Data and Process Automation and director of the Center of Excellence for Marsh & McLennan.


AFP 2021 Industry Roundtables Discuss Relevant Topics in Treasury
At AFP 2021, treasury and finance professionals took part in engaging industry roundtables that discussed challenges they are facing along with potential solutions. The industry roundtables, sponsored by Fifth Third Bank, each focused on a different sector: banking, government, insurance, manufacturing, retail, utilities and health services.


Finance Professionals Can Use These 5 Steps to Become Superforecasters
Professor Philip Tetlock of the University of Pennsylvania led a team of Good Judgement forecasters in a government-sponsored forecasting competition, and handily beat the skilled analysts of the defense intelligence community who had access to classified data, university researchers, and various other teams. Oddly, Tetlocks forecasters were not savants, did not have deep technical expertise or experience in the fields of their forecast. What they did have, however, were various traits that helped them to eliminate biases and produce better results than most people in the crowd.


CTP: Taking the Next Step in Your Treasury Career
AFP recently caught up with Delvin Chen, CTP, treasury director at General Electric in Singapore, to discuss his decision to earn the CTP, and how it has affected his life and career journey.


Roadmap for FP&A Transformation
What do leading organizations do that's different from the rest? AFP took up this question in the FinNext Asia session entitled, “The Roadmap for FP&A Transformation.”


ESG: The New Differentiator
Sustainable financing needs to be adopted by organizations all over the world. Even though numerous companies are working towards sustainable financing, there is still a long way to go. An AFP webinar, “ESG: The New Differentiator,” aimed to give attendees insights into the many innovations present to help them move towards sustainable financing.


FPAC: Using Finance to Focus on Decision-Making Process
A global symbol of excellence, the FPAC designation establishes a set of core competencies for the corporate FP&A profession. AFP caught up with Adrien Hebert, FPAC, operations specialist at Appian in Australia, to discuss his decision to earn the FPAC, and how it has affected his life and career journey.


Health Care Service Corporation Wins 2021 AFP Pinnacle Award Grand Prize
Health Care Service Corporation (HCSC) was awarded the Association for Financial Professionals (AFP) 2021 Pinnacle Grand Prize for excellence in treasury and finance. The Pinnacle Grand Prize, sponsored by MUFG (Mitsubishi UFJ Financial Group NYSE: MUFG), was presented Sunday during AFP 2021 in Washington, DC.


CTP: Lifelong Learning to Remain Relevant
A global symbol of excellence, the Certified Treasury Professional (CTP) designation sets the standard in the treasury profession. AFP caught up with Anthony Ang, CTP, group treasury and insurance assistant manager at SATS Ltd., to discuss his decision to earn the CTP, and how it has affected his life and career journey.


Giving Back to the Community as a National Finance Volunteer
AFP and the American Red Cross are excited to announce a unique mentoring opportunity for finance and treasury community.


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