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AFP Executive Institute

As your career evolves, the challenges you face change dramatically and your responsibilities grow significantly.

The AFP Executive Institute is where you talk to your peers about being a strategic partner of your organization and an inspirational leader to your team. Sessions target the specific issues you’re facing, featured speakers offer inspiration you can take back to your team and networking opportunities give you that valuable, face time with your peers.

The AFP Executive Institute is crafted for you.

Reserve your seat by registering for the AFP Annual Conference and selecting the AFP Executive Programs. Attendance to the AFP Executive Institute is limited to corporate practitioners with the title of treasurer, chief financial officer, vice president of finance, assistant treasurer or controller.


AFP Executive Institute Speakers


Monday Luncheon Speaker

Safra Catz

Safra A. Catz is chief executive officer of Oracle Corporation and a member of the company’s board of directors. She previously served as president of Oracle and has also served as the company’s chief financial officer. Catz first served as Oracle’s chief financial officer from 2005 to 2008, as executive vice president from 1999 to 2004, and as senior vice president from April to October 1999. She served on the board of directors for HSBC Holdings, one of the world's largest banking and financial services organizations, from 2008 through 2015.

Digital Disruption and the Role of Modern Finance

Chances are, the rapid pace of technological innovation is disrupting your business. Customers expect a connected experience while new global competitors are emerging as a threat in almost every industry. At the same time, big data and predictive analytics give finance professionals the ability to provide more insight about the state of the business than ever before. Join Oracle CEO and former CFO, Safra Catz as she describes the next wave of digital disruption and how finance plays a critical leadership role in the modern enterprise transformation.


AFP Executive Institute Speakers


Tuesday Luncheon Speaker

Stew Friedman
Professor of Management
Director, Wharton Work/Life Integration Project
The Wharton School, University of Pennsylvania  

Stew Friedman has been on the Wharton faculty since 1984. As founding director of The Wharton Leadership Program, in 1991 he initiated the required MBA and Undergraduate leadership courses. He is also founding director of Wharton’s Work/Life Integration Project. An award-winning teacher, he appears regularly in business media (The New York Times cited the “rock star adoration” he inspires in his students). Friedman has been recognized twice as one of HR's Most Influential International Thinkers and as one of the "world's top 50 business thinkers" thrice by Thinkers50. In 2015 he won Thinkers50's Distinguished Achievement Award in the talent management field. Friedman serves on a number of boards and has advised a wide range of companies and public sector organizations, including the U.S. Department of Labor, the United Nations, and two White House administrations.

Total Leadership: Be a Better Leader, Have a Richer Life

You might be skeptical, but you can create harmony between work and the rest of life. Building on decades of research, teaching, and practice as both consultant and senior executive at Ford Motor, Stew Friedman describes the skills needed to do so, and illustrates them with riveting stories of great achievement and impact. He paints a vivid picture of what it takes for leaders to act with authenticity, integrity, and creativity and proves that significant professional success is accomplished not at the expense of the rest of life, but as the result of meaningful attachments to all its disparate parts. Drawing on his best-seller Total Leadership: Be a Better Leader, Have a Richer Life, Friedman provides practical insights that will inspire, inform, and instruct attendees on how to take realistic steps toward producing what he calls “four-way wins” – improved performance at work, at home, in the community, and for yourself (mind, body, and spirit).


AFP Executive Institute Sessions

Separating a Treasury Function

In September 2014, eBay, Inc. announced its intention to split its organization into two publicly traded companies (eBay and PayPal). Within a time span of 9 ½ months, the companies had to establish a separate treasury function for PayPal and adjust eBay’s existing structure. The split had three dimensions: (1) separation of the bank account structure (2) strategic changes, such as capital structure changes and FX strategy, and (3)IT infrastructure adjustments for both entities. The discussion provides an overview of separation, insights into challenges, and shares lessons learned.

Meredith Vance, CTP
Assistant Treasurer

Robert Ceske
Principal, Advisory


Beyond Transformation, Transcending

Today’s treasury of Financial Risk Management, Cash & Liquidity Management, classical Financing and strong governance has been the norm for the last 20-30 years. Of course with every 5 years in passing there’s a new focus which impacts treasury. Tomorrow’s focus points for treasury are regulatory changes such as BEPS and IFRS9, geo-political risks and cybercrime. But what’s going to impact treasury beyond the next 5 years? And how will this impact materialize? Based on the whitepaper on Treasury Transcending recently co-published by the AFP and Zanders, this session will lay out four possible key areas to consider beyond tomorrow: Big Data, Fintech, Industry 4.0 and Corp2corp.

Laurens Tijdhof
Zanders, BV

Liam O'Caoimh
Director, Corporate Treasury Practice
Zanders, BV


Striking the Right Balance in Capital Structure

There is the theory of capital budgeting, cost of capital and capital structure and then the practice of it as laid out in the research done by John Graham, Mark Leary and Michael Roberts in their 2014 paper entitled, “A Century of Corporate Capital Structure: The Leveraging of Corporate America.” And then there is the more practical side of determining what all of that should be given the reality of markets, ratings, and business environment. This interactive session will delve into the discussion with the perspectives of both theory and practice, raising questions finance leaders should ask in contemplating capital structure, leverage ratios, fixed/floating rate exposure and other considerations.

Richard Rivero
Managing Director
Goldman Sachs

Michael Roberts
Wharton School of Business


Bridging the Risk and Sustainability Gap

As companies respond to evolving investor and customer demands, changing regulations, and rising environmental risks, financial leaders must help their corporations financially assess and integrate corporate sustainability-related initiatives to enable effective risk mitigation and competitive advantage. Yet at many organizations there remains a disconnect between established financial planning and risk management processes, including risk identification and assessments, and the discourse and expertise around sustainability issues. This session will discuss best practices and practical solutions in bridging the risk and sustainability gap and include cases studies on how financial executives and sustainability leaders are integrating sustainability insights into corporate risk management programs and strategic and operational planning to address issues such as capital allocation, energy procurement, supply chain resilience, carbon pricing and issuing green/ sustainability bonds.

John Davies
VP, Senior Analyst

Alex P. Wittenberg
Partner, Global Risk Center
Oliver Wyman, Inc.

See More Executive Leadership Sessions


AFP Executive Institute Lounge

An exclusive area where you can connect with colleagues or check in with the office.

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PNC The AFP Executive Institute and the AFP Executive Institute Lounge are sponsored by PNC.
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