Upcoming events

    • Thursday, June 18, 2020
    • 11:30 AM - 1:00 PM (CDT)
    • Online webinar

    Topic: Future of Treasury Technology (AI, API, BD, BI, RPA, XML)


    Craig Jeffrey,CCM, FLMI, Founder & Managing Partner of Strategic Treasurer

    Alexa Cook, Consultant

    Topic Description: 

    Technology is changing business, finance, and treasury. The needs of treasury are driving teams to employ technology to solve issues related to: accuracy, flexibility, speed, visibility, scalability, and fraud. The challenges span 1) understanding the technology behind the alphabet soup, 2) knowing how these technologies compare to existing technology already in our organizations, 3) being able to recognize what is ready for prime-time and what needs heavy focus to gain appropriate facility with the tools, and 4) those items that require monitoring as their applicability may be years off.

    The webinar will explore technologies that are changing treasury today and will examine the implications for the next six months out to two years. We’ll examine the technologies that are impacting how an organization can achieve its business objectives and how you can better prepare to adopt those technologies that are appropriate for your organization.

    Speakers Bio: 

    Craig Jeffery formed Strategic Treasurer LLC in 2004 to provide corporate, educational, and government entities direct access to comprehensive and current assistance with their treasury and financial process needs. His 30+ years of financial and treasury experience as a practitioner and as a consultant have uniquely qualified him to help organizations craft realistic goals and achieve significant benefits quickly.

    As a consultant, Alexa brings a wealth of knowledge to clients based on her domestic and global background in financial reporting, forecasting, cash management, compliance, bank fee analysis, technology solutions, connectivity and more. Alexa worked at a Fortune 500 automotive company and managed a full-blown technology implementation and a multilateral netting program that spanned across more than 30 countries with six different currencies. She was also selected for the company’s leadership fast-track and tasked with an expatriate assignment in Germany, where she worked alongside leadership in a manufacturing plant. Alexa received a Bachelor of Science in Finance, followed by an MBA from Oakland University in Rochester, MI., and is an active member of the Rocky Mountain Association of Financial Professionals.

    • Thursday, July 16, 2020
    • 10:00 AM - 11:00 AM (CDT)
    • Webinar

    Topic: Redefining the Fundamentals Of Cash Forecasting With Artificial Intelligence

    Speaker:  Tracey Ferguson Knight, Director – Treasury, HighRadius

    Topic Description: 

    Despite being the most important function for treasurers, traditional Cash Forecasting delivers inaccurate and unreliable results even in the short term, rendering them unsuitable for decision making at an executive level. In addition to unreliability, the process is highly inefficient with treasury teams spending the majority of their time compiling the forecast, leaving little to no time for variance analysis and accuracy improvement.

    However, by leveraging Artificial Intelligence algorithms exclusively built to forecast cash across all cash flow categories, the cash forecasting process has been fundamentally redefined, including the way Treasury professionals process and use the forecast. With AI, treasurers are able to increase the types of data sources leveraged and variables analyzed, replace Excel-based models, increase the frequency of forecasting and ensure that every forecast is subject to variance analysis to help improve accuracy over time.

    Join this session to deep-dive into how Artificial Intelligence improves Cash Forecasting by:

    • Delivering highly accurate forecasts across all operating & non-operating cash flow categories including A/R and A/P
    • Automating the generation of forecasts at individual department, unit and regional level as well as rolling up these forecasts into the central level
    • Automatically improving the accuracy of the forecast through continuous variance analysis and optimization at all levels
    • Taking treasurers into the digital age where they spend time only on analyzing the output instead of manual tasks

    Speaker Bio: 

    Ms. Knight evangelizes the benefits of treasury departments’ effective use of technology to raise treasury’s profile and make treasury departments a true strategic partner to the business. Currently at HighRadius, she is excited to be on the cutting edge of treasury technology using artificial intelligence taking cash forecasting to the next level.

    With over 25 years of treasury experience, she has helped hundreds of companies select and implement technology to transform their treasury departments. Experienced as both a practitioner and vendor, she brings a unique combination of knowledge and skills to truly understand a company’s current state and help them see what their future state can become.

    She has direct experience in consulting, product demonstrations, implementations, and training across many treasury disciplines including cash forecasting, cash management, risk management, and accounting.

    She has a BS in Economics from the Wharton School at the University of Pennsylvania and is a popular and frequent speaker at local, regional, and national Association of Financial Professional (AFP) events

    • Thursday, September 17, 2020
    • 9:00 AM - 4:00 PM (CDT)
    • Samford University, Brock School of Business, Regions Community Resource Room (4th Floor), 800 Lakeshore Dr, Birmingham, AL 35229

    Agenda and Details listed on 2020 Summit Webpage

    Registering for AFP 2020 Summit constitutes acceptance of the Attendee Agreement

    • Thursday, November 19, 2020
    • 11:30 AM - 1:00 PM (CST)
    • Vulcan Park - 1701 Valley View Dr, Birmingham, AL 35209

    Topic: To Be Determined

    Speaker:  To Be Determined

    Topic Description:  To Be Determined

    Speaker Bio: To Be Determined

Past events

Thursday, May 14, 2020 Association Meeting via Webinar
Thursday, March 19, 2020 Association Meeting
Thursday, January 16, 2020 Annual Association Meeting
Thursday, November 21, 2019 Association Meeting
Tuesday, October 15, 2019 AAFP Networking Event
Thursday, September 19, 2019 2019 Summit
Thursday, July 25, 2019 Association Meeting
Thursday, May 16, 2019 Association Meeting
Thursday, March 21, 2019 Association Meeting
Thursday, January 31, 2019 Association Meeting
Thursday, November 15, 2018 Association Meeting
Thursday, September 20, 2018 Summit
Thursday, July 26, 2018 Association Meeting
Tuesday, July 17, 2018 Summer Social - Birmingham Financial Alliance (BFA)
Thursday, May 24, 2018 Association Meeting
Thursday, March 22, 2018 Association Meeting
Thursday, January 25, 2018 Annual Association Meeting
Thursday, November 16, 2017 Association Meeting
Thursday, September 21, 2017 Annual Summit
Thursday, July 27, 2017 Association Meeting
Thursday, May 25, 2017 Association Meeting
Thursday, March 23, 2017 Association Meeting
Thursday, January 26, 2017 Annual Association Meeting
Thursday, November 17, 2016 Association Meeting
Thursday, September 22, 2016 Annual Summit
Thursday, July 28, 2016 Association Meeting
Tuesday, July 12, 2016 Birmingham Financial Alliance Summer Social
Thursday, May 26, 2016 Association Meeting
Thursday, March 24, 2016 Association Meeting
Thursday, January 28, 2016 Annual Meeting
Thursday, November 19, 2015 Association Meeting
Thursday, September 24, 2015 Annual Summit
Thursday, July 23, 2015 Association Meeting
Thursday, May 28, 2015 Association Meeting
Thursday, March 26, 2015 Association Meeting
Wednesday, February 04, 2015 Association Meeting
Thursday, November 20, 2014 Association Meeting
Thursday, September 25, 2014 Annual Summit
Thursday, September 25, 2014 Association Meeting