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AFPA Education Day 2013
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08:30 – 9:20AM

Mitigating Payments Fraud

Speaker: Mr. Jody Lutz, Senior Vice President, Treasury Consulting Group

This presentation will show a perspective on current statistics and recommended practices in reducing the risks of payment fraud.

09:30 – 10:20AM

Protecting Your Company from ERISA 338 Fiduciary Liability

Speaker: John F. Reutemann, Jr., CLU, CFP®, Founder and CEO

The passage and imminent implementation of the Affordable are Act (ACA) has brought with it a renewed focus on employee benefit plans, and the sometimes onerous regulations that can accompany them. Unfortunately, the outsized focus on what the ACA will mean to the company’s bottom line has left many plan sponsors unprepared for the changing regulatory environment related to the other big piece of the benefit pie, the Company Retirement Plan. Indeed, according to a recent report by the DOL, nearly 3 out of 4 company retirement plan audits result in DOL action.

This session will focus on the four most common areas of ERISA non-compliance. You will learn strategies and action items to help plan sponsors comply with the new rules and mitigate the risk of liability for them and the company.

10:30 – 11:20AM

Meeting Financial Goals Across Cultures: When the Stakes are High

Speaker: Vicki Hudson, Chief Collaboration Officer

In the world of finance the stakes are always high, but risks increase when doing business across borders. Most objectives attached to finance have a timeline and a set of highly impactful results to meet, which means that effective execution is critical. When you bring a mix of cultures, languages, accents, and business approaches to the table, the stakes rise even higher. Can you navigate the challenges of a cross-cultural project and still deliver on time? How people view and interact with time is one of the most challenging aspects of intercultural business; approaches to deadlines and schedules come from deeply rooted beliefs. Even within the United States perceptions of time differ across regions. We will explore the role of time around the world, and how to ensure that financial timelines are met. Through case studies and demonstrations, we will also share some strategies for reducing the risk of missed deadlines and misunderstandings across borders. Learn the secret of how communication styles affect financial reporting and updates. Participants will take away concrete tools at the end of the presentation, as well as resources to continue the dialogue.


11:30 – 12:45PM

Economic thoughts in Atlanta, the United States, and the World

Speaker: James E. Glassman, Managing Director & Head Economist, Commercial Banking

12:55 – 01:45PM

Using Treasury Technologies to Streamline Operations and Manage Risk

Speaker: Ed Baldry, CEO – ICD, EMEA

01:55 – 02:45PM

Treasury Transformation for the ‘Now’ Normal

Speaker: Tracey Ferguson Knight, Senior Solutions Consultant

In today’s constantly changing financial environment, crises are never far away and CFOs and treasurers feel constrained by the ability of their current solutions to cope with swift market events and changing regulatory requirements. In order to react to risks of all kind and to plan for the future, alignment of corporate finance, treasury and risk functions is required. During this session, attendees will gain insight into how technology can support this movement towards efficient and intelligence enabled treasury. Agenda topics to be covered include:

- Best practices for managing global risk across the treasury enterprise
- How to increase efficiency and optimize treasury operations
- Tools and technology to gain greater visibility into risk and cash positions to support global strategic decision-making


03:00 – 03:50PM

Cash Visibility

Speaker: Craig Jeffery, Managing Partner, Founder

Key trends, findings and implications from our annual survey on forecasting and cash visibility. There are some key trends and significant learning points.


Previous Education Days

Review the 2017 AFPA Education Day- Series 1

Review the 2017 AFPA Education Day- Series 2

Review the 2016 AFPA Education Day

Review the 2015 AFPA Education Day

Review the 2014 AFPA Education Day

Review the 2013 AFPA Education Day

Review the 2012 AFPA Education Day

Review the 2011 AFPA Education Day

Review the 2010 AFPA Education Day

Review the 2009 AFPA Education Day

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