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AFP Conversations

Business & Economics Podcasts

Corporate treasury and finance executives discuss their biggest challenges and insights: blockchain, fintech, cybersecurity, payments, risk, FP&A, budgeting, forecasting, leadership, career development, and more.

Corporate treasury and finance executives discuss their biggest challenges and insights: blockchain, fintech, cybersecurity, payments, risk, FP&A, budgeting, forecasting, leadership, career development, and more.


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Corporate treasury and finance executives discuss their biggest challenges and insights: blockchain, fintech, cybersecurity, payments, risk, FP&A, budgeting, forecasting, leadership, career development, and more.






225. SkyStem: Month-end Close Automation

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,...


225. Addressing Implicit Bias in the Workplace

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...


224. Dan Seidman: Read (Hidden) Emotions – The Science Behind a New Skill

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...


223. Scott Frisch: Data Dashboard For Total Impact

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...


222. Jesper Sorensen: Transforming Global Finance into an Analytics Business Partner

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...


221. Erica Dhawan: Fostering Human Engagement in a Digital World

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...


220. Hal Gregersen: Navigating Uncertainty Though the Power of Inquiry

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...


219. Lessons From History on Navigating Uncertainty

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...


218. Treasury Management in APAC

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...


217. Figuring Out Your Personal Brand

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, ...


216. Managing Change in a World of Uncertainty

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...


215. The CFO's Role in Professional Development

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...


214. How to Interview in a Virtual Environment

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...


213. Perfect Timing When Working from Home

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...


212. Reengineering Treasury at Alphabet

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...


211. Advanced FX Risk Management at Drager

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...


210. Building Treasury from the Ground Up at Peloton

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...


209. The Art of Business Influence

Treasury and finance professionals are in a unique position to influence the strategic direction of their organizations. As such, they need certain skills that allow them to influence key decision makers. AFP 2020 host and spotlight speaker Mark Jeffries joins this episode of AFP Conversations to discuss the art of influencing. An author, communications expert and former Merrill Lynch stockbroker, Jeffries has become a trusted advisor and communications consultant to some of the world's...


208. Weaponization of the Financial Markets

The external market influences and risks that organizations must account for in their planning cycles have never been more chaotic. In this episode of AFP Conversations, AFP 2020 Certification Keynote Mona Sutphen discusses how financial sanctions and investment restrictions are a critical tool in U.S. policy. Sutphen served as the White House Deputy Chief of Staff under President Barack Obama, and has also been a Managing Director for UBS AG. She has more than 20 years of experience...


207. Unlocking the Secrets of Peak Performance

For treasury and finance professionals, peak performance is no longer optional—it’s foundational. Studies of high performing organizations show that the secret to peak performance is “flow” – an optimal state of consciousness where we feel and perform our best. In this special edition of AFP Conversations, AFP President and CEO Jim Kaitz discusses flow and peak performance with Steven Kotler, Executive Director of the Flow Research Collective. Kotler is a New York Times bestselling author,...