Download Industry White Papers & Other Presentation Materials

This is the first year we are making white papers from our sponsors and various speakers at our events available to members as a free download.

November 2019: Fall Learning Day Presentations

Kevin Jones, Risk Management Advisory Manager, Chatham Financial and Jason Kirwan, Implementation Manager, Chatham Financial, presentation, “Creating an FX Hedging Strategy” available here.

W. Scott Balestrier, CPA, Tax Office Managing Partner, BDO and Marla Miller, CPA, Managing Director, BDO, presentation,"One Year into the Tax Cuts and Jobs Act" available here.

Rick Fiorito, Chief Revenue Officer, Transactis (a MasterCard company), presentation,“Making Real Time Transfer of Money and Data a Reality” available here.

Seth Marlowe, SVP, Wells Fargo Bank, Thought leader and AI Expert, presentation, “Disrupt and Transform: AI Strategies for Your New Normal” available here.

June 2019: "Treasury Perspectives: 2019 Survey Results Analysis

Tom Gregory, SVP, TD Bank, NA, presentation from June 12, 2019 Philadelphia AFP Member Appreciation Day meeting is available here.

April 2019: Spring Learning Day Presentations

Tim Mills, VP-Business Development, The Clearing House, presentation, "Utilizing Faster Payments to Speed Up B2C Disbursements" PPT available here.

Michael J. Alfonsi, CRM, CTP, WPT, Managing Director, Analytic Results, "Your Organization's Analysis & Insight: Pitiful or Powerful? PPT available here.

David Frigeri, Practice Lead Advanced Analytics & Data Visualization, Slalom Consulting, LLC, "Autonomous Learning in Finance" PPT available here.

Christopher Neill, Ecosystem Development Hybrid Blockchain Solutions, XinFin Network, "What is Blockchain?" PPT available here.

March 2019: Ins and Outs of Corporate Cards

Presented by Brian Thomason, JoEllyn Powell, and Dana Hwa of J.P. Morgan, members can access this presentation from our March 13th meeting here.Treasury Perspectives June 12 Presentation

February 2019: Beyond the Buzz: Start Your Emerging Technology Preparedness

Seth Marlowe, SVP, Strategist, Insights Consulting Group Treasury, Merchant & Payment Solutions (Wells Fargo Bank, N.A.) presentation titled, "Beyond the Buzz: Start Your Emerging Technology Preparedness" from our February, 2019 webinar is available for downloading here.

January 2019: National & Regional Economic Update

Ryotaro Tashiro, Regional Economic Adviser, Federal Reserve Bank of Philadelphia delivered a comprehensive presentation at Philly AFP's January 16th webinar, titled, "National and Regional Economic Update."

Download the presentation here.

October 2018: SWIFT Multi-bank Services for Corporates and Banks

Adrienne Terpak, VP, Segment Manager for Corporate & Specialty Banking, TD Bank, and Will Lui, SWIFT Regional Manager, gave an in-depth presentation to PAFP members in October about the role SWIFT plays in corporate treasury strategies involving how to achieve greater operational efficiency, tackling regulatory and compliance requirements, fraud mitigation, and improving straight-through processing.

You can download the presentation here.

August 2018 PAFP Webinar Presentation: An In-depth Overview of the IBOR Transition Plan

At a well-attended Webinar held in August, Roy Choudhury, expert on LIBOR/IBOR transition issues, shared his in-depth knowledge about this important topic impacting the financial industry. Titled, "Global IBOR Transition to Alternative Risk-free Rates" this presentation can be downloaded here.

"Cash Repatriation: The Bar is Now Set" by Bob Stark, VP Strategy, Kyriba

Bob Stark, VP Strategy, Kyriba, a global treasury management software solutions company, authored "Cash Repatriation: The Bar is Now Set" in response to President Trump's State of the Union Address which aired January 30, 2018.

President Trump announced that Apple would be bringing back $350B in cash and as a result they will be investing in the US economy and creating jobs. This president has clearly stated the value of unlocking trapped cash overseas. CFOs and treasury professionals will have to respond to this very real call to action.

How do you prepare for the anticipated request for a cash repatriation plan? "Cash Repatriation" addresses the new and real challenge of cash repatriation. It was also featured as the lead article in GTNews.

Kyriba is a long-standing Philadelphia AFP sponsor.

Download Kyriba White Paper

We will update this page with more white papers from our sponsors. Check back soon!

To Learn More

To learn more about earning CE credits, email our Education Director or go here.

To Become a Member, go here.

To register for the 2018 Treasury Initiatives Conference, go here.

For Upcoming Meetings, go here.

For a list of corporate sponsors that work with Philly AFP, go here.