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The Association for Financial Professionals (AFP) is the professional society committed to advancing the success of its members and their organizations.
Joined June 2008
Treasury teams juggle multiple systems daily. What if they could work together seamlessly? Join AFP Sept 10 for Automation of Treasury Processes, part of our complimentary virtual Treasury Connect series & discover how automation is transforming treasury:
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The CTP validates your knowledge, boosts your credibility and signals you're ready for the next level. Become a Certified Treasury Professional and stand out in the field. Learn more about how the certification can benefit you:
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Discover how finance professionals are navigating today’s volatile economic environment—from prioritizing safety and liquidity to adapting investment policies. Access the 2025 AFP Liquidity Survey Report, underwritten by Invesco:
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Treasury teams are transforming operations with automation & smarter tools. Join us Sept 10 for AFP Treasury Connect: Next-Level #Treasury Operations – a complimentary virtual event about improving back-office operations & efficiency. Save your spot:
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Ready to advance your treasury career? The Certification Candidate Handbook is your step-by-step guide to the CTP credential—covering eligibility, exam format, key dates, study tools and more. Download your copy and take the first step:
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Are you confident in your 401(k) provider selection process? Whether you're evaluating bundled services or exploring PEPs, AFP's 401(k) Bundled Plans & Pooled Employer Plans RFP is your tool to a more secure and transparent process. Access the document:
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Build agile, accurate forecasting models & align liquidity planning with strategic goals. Join Jeff Diorio for a complimentary virtual session, "Forecasting & Liquidity Planning", part of AFP’s Treasury Connect, sponsored by @Trovata_io. Save your spot:
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Just hired a new analyst? Or starting your first finance role? AFP’s Onboarding Guide helps managers and early-career professionals build a smooth, structured start. It's packed with guidance for goal-setting, communication & more. Download the guide:
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Just Released: The 2025 AFP Payments Guide: Seismic Shifts Are Coming for Cross-Border Payments, underwritten by @WellsFargo, provides a comprehensive look at how ISO 20022, instant payment trends & innovations are redefining global payments. Download:
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Join us for a deep dive into findings from the 2025 AFP Liquidity Survey Report, underwritten by Invesco, including insights from a follow-up survey (Corporate Cash Planning in 2025) conducted after recent tariff announcements. Register now:
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AI is transforming finance. Are you ready? Join AFP Aug 27 for the FP&A Series: No-Code AI for Finance, a complimentary virtual event sponsored by @Planful. Apply generative AI, machine learning & intelligent agents—all with no coding required. Register:
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Ready to cut cash management costs? The 2025 Commercial Account Analysis Benchmarks highlights proven strategies to help you cut costs and optimize bank relationships. Get the report to start saving:
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Looking to optimize your treasury operations or explore new tech? AFP's Treasury Connect: Next-Level Treasury Operations delivers new ideas you can implement now. Join us Sept 10 for this complimentary virtual event, sponsored by @Trovata_io. Register:
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How can AI transform your finance team with no coding required? Join us Aug 27 for AFP’s FP&A Series: No-Code AI for Finance, a complimentary virtual event sponsored by @Planful. ✅ No coding.✅ No data science.✅ AI tools you can use now.Save your spot:
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Great onboarding is a two-way street. AFP’s Onboarding Guide for Early Career Finance is a tool to support both managers and new hires. Whether you're building a team or joining one, this guide is your shared roadmap to success. Download it now:
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In 2025, safety and liquidity remain the top priorities for short-term investments. Explore how finance teams are adapting in today’s evolving economic climate with the 2025 AFP Liquidity Survey Report findings, underwritten by Invesco:
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