sponsorship, advertising and exhibiting opportunities · afp 2018 sponsorship, advertising and...

SPONSORSHIP, ADVERTISING AND EXHIBITING OPPORTUNITIESNOVEMBER 4–7, 2018 | CHICAGO | MCCORMICK PLACE

Every year, over 6,500 corporate finance professionals from all over the world come together at the AFP conference, the largest event of its kind. Here they discuss emerging ideas, expand their valuable peer networks, and discover ground-breaking concepts and products from inspiring speakers and exhibitors.

Incorporate AFP 2018 into your marketing and branding strategy by showcasing your organization at this exceptional event. Gain maximum brand exposure by directly reaching your target audience while generating interest and traffic towards your exhibit hall booth.

Browse through our various sponsorship, advertising, and exhibiting opportunities to create a custom package that matches your organization’s unique marketing goals.

SPONSORSHIP | ADVERTISING | EXHIBITING

SPONSORSHIP OPPORTUNITIES

AFP 2018 Sponsorship, Advertising and Exhibiting Opportunities Contact Kevin Boyle at [email protected] or 301.961.8861. | www.AFP2018.org


EXHIBITING & SPONSOR PACKAGES

We provide turnkey and tailored exhibiting, meeting space, demo areas and sponsorship opportunities to meet your company’s marketing goals and budget.

Sponsor one of our diverse offerings to maximize your exposure, generate interest and drive traffic to your booth on the exhibit hall floor.

PLATINUM$200,000+

GOLD$120,000+

SILVER$80,000+

BRONZE$40,000+

SPONSORSHIP LEVELS

We offer four levels of sponsorship based on your aggregate spend on exhibit space and sponsorships:



ATTENDEE ACCESS & NETWORKING

AFP Aware Community Service Day & Paintfest The AFP Aware program supports a healthier environment for its members, employees and community. A community service project is offered the first day of the conference where a group of attendees volunteer with a local charitable organization in the conference city. Attendees can also visit the PaintFest booth on the exhibit floor and paint pre-drawn murals provided by the Foundation for Hospital Art.

SOLD

AFP Canadian ReceptionHost a well-attended reception with attendees either located or doing business with multinational companies in Canada. Your sponsorship includes prominent signage at the event.

$17,500

1 spot available

AFP Conversations Podcast at AFP 2018Be part of AFP’s live and recorded AFP Conversations Podcast with speakers and attendees at AFP 2018. Sponsorship includes pre-recorded advertisements during podcasts, and recognition for the AFP Conversations Podcast area outside of the exhibit hall.

SOLD

AFP Executive Breakfast A breakfast networking event exclusively for executive-level corporate practitioners. Your sponsorship includes prominent signage at the event, registrations for your company representatives to attend the event and an attendee list before the event.

SOLD

CONTINUED >


SPONSORSHIP OPPORTUNITIES (continued)


AFP Executive Institute and Lounge Designed exclusively for executive-level corporate practitioners, the AFP Executive Institute is two half-days of executive-only, high-impact sessions, two luncheon addresses and other networking opportunities that are complimentary to an attendee’s conference registration. Attendees also have access to their own lounge. Gain direct interaction with key leaders of the profession.

SOLD

AFP Executive ReceptionThis invitation-only networking event is exclusively for senior-level corporate practitioners (CFOs, treasurers, presidents, vice presidents, assistant treasurers and controllers/comptrollers only). Your sponsorship includes prominent signage at the event, registrations for your company representatives to attend the event and an attendee list before the event.

SOLD

AFP Pinnacle AwardsLooking to associate your brand with the best-of-the-best? This award recognizes innovation in treasury and finance. You will have the opportunity to participate in the presentation of the award and be associated with a charitable donation. Your company name will be placed on all signs and announcements for this event.

SOLD

Certification LuncheonThis exclusive event honors all Certified Treasury Professionals and Certified Corporate FP&A Professionals, and provides the opportunity to reach 1,000 of the profession’s most dedicated finance professionals. Benefit from the exposure you will get with company-sponsored giveaways and prominent signage throughout the conference.

SOLD

Conference ConnectStrategically located in the center of the AFP Exhibit Hall, Conference Connect features seating areas, charging stations and internet access. As a sponsor, you will have an exclusive section within Conference Connect to demonstrate your products. Your company name and logo will be prominently displayed throughout the booth.

SOLD

CONTINUED >




FP&A Luncheon & ReceptionSponsor the two FP&A networking events that brings together this community. Other benefits: branding, opportunity to provide a giveaway at the Luncheon and table top to display marketing collateral at the Reception.

$12,500 2 spots available

FP&A RoundtableSponsor a moderated group discussion tailored for corporate FP&A professionals.

SOLD

Industry RoundtablesAttendees look forward to networking with peers over breakfast at this dynamic event. As the exclusive sponsor, you’ll have the opportunity to network with attendees and attend industry focused roundtables.

SOLD

AFP Mindshift KeynoteFeatures Nancy Giordano and Mike Walsh, two visionaries who share their insights into key advancements in artificial intelligence, robotics, and augmented reality impacting organizations of all sizes. CNBC’s Senior Analyst and Financial Industry Expert Ron Insana will also moderate an in depth discussion focused on how these innovations are impacting the profession. Align your brand with this thought provoking session.

SOLD

Payments HubPayments is moving at the speed of tech and Payments Hub is at the center of it all. This is the one-stop-shop for all things payments. Package includes sponsorship of the Payments Breakfast and Payments Mixer. Other benefits: branding, opportunity to provide a giveaway at the Monday breakfast, table top to display marketing collateral at the Payments Mixer and special recognition on the conference mobile app.

$25,000

2 spots available

CONTINUED >


CTP CTP

FP&AFP&A

CTP

CTP

FP&A

Apple Watch / iPad Pro / Amazon Echo / Amazon Tap

Winners will be announced after the conference.

Complete your card for a chance to win:TREASURY & FINANCE QUEST

Visit the exhibitor booths below to get your card stamped. Once complete, drop off at the AFP Membership Center in Booth 1735.

NAME: ______________________________________________________________________________________________________

COMPANY: __________________________________________________________________________________________________

EMAIL: __________________________________________________________ PHONE: __________________________________

American ExpressBooth 1135

China UnionPay (USA) LLC

Booth 1817

ComdataBooth 1017

BloombergBooth 425

CIT BankBooth 117

ComputershareBooth 411

e5 Solutions Group

Booth 1219

INTL FCStoneBooth 410

TreasuryXpressBooth 916

Deloitte Risk and Financial

AdvisoryBooth 205

GiactBooth 800

OpenLinkBooth 111



Payments Roundtable Up to 75 corporate treasury and payments professionals will gather the first day of AFP 2018 to discuss payments best practices, industry-specific issues and forward-looking challenges in a roundtable format. The roundtable is moderated by AFP’s Payments Subject Matter Expert. Sponsor benefits will include welcome remarks, distribution of marketing literature to all attendees, and two attendees from your company can participate in the roundtable.

$17,500

Retail ReceptionThis reception brings together corporate treasury and finance professionals working in the retail industry, to meet and network.

$20,000

Treasury & Finance Quest Participate in the ultimate booth traffic builder. Limited to an exclusive group of 10 exhibitors, the Quest ensures that you have a steady flow of attendees coming by your booth to become eligible to win prizes. The Treasury & Finance Quest card is inserted into registration bags. Stamps with logos are provided to participating exhibitors.

$10,000

6 spots available

Welcome Reception – Revel Motor RowPreviously occupied by the Chicago Illinois Automobile Club and the Chicago Defender Building, this interesting piece of architecture was built by the famous Philip Maher in the 1930’s and is as historic as it is interesting. Attendees will experience this history of Chicago at this well attended opening event. Multiple sponsorship packages available.

$10,000 – $40,000



ATTENDEE EXPERIENCE

AFP 2018 Mobile AppPacked with features that support prospecting and brand visibility, the mobile app is the onsite go-to resource for attendees. Sponsorship includes splash page ad, banner ad, icon on app home page and one email per day (Sunday-Tuesday) to attendees during the conference.

SOLD

Bookstore BagsThis sponsorship is a great way to promote your brand throughout the convention center as attendees tote around their purchases from the AFP Membership Center.

$12,000

Digital Graffiti WallA customizable digital graffiti wall that combines interactive technology with digital drawing capabilities. Attendees will interact with the wall by answering questions supplied by AFP and sponsor. Sponsor can submit 10 questions, questions will be pre-approved by AFP.

SOLD

Golf SimulatorAttendees will use a golf simulator for an outdoor golf experience right in the exhibit hall. The interactive golf includes playing on 92 world renowned golf courses from waves crashing at Pebble Beach, clouds drift at St. Andrews to rain showers at Kauri Cliffs in New Zealand. Sponsorship includes a lead retrieval scanner to capture participants.

SOLD

Hand SanitizerYour company logo will appear on hand sanitizer bottles, which will be placed in branded bins around the convention center.

$11,000

LanyardsHave your company name and logo on the official AFP lanyard that is given to over 6,000 AFP 2018 attendees. One of the most recognizable sponsorship opportunities at the event.

SOLD

CONTINUED >


• Portable Charging Solution: Free rentals for attendees during the event.

• Compatible with all apple and non-apple devices.

• Help sponsors solve a problem for their attendees and create another branding touchpoint.

• Turnkey solution that is already in place, on site.

• 21” LCD Topper: Static brand message on topper for duration of event.

• Cost: Base price of $750/day/kiosk. Cost negotiations to be addressed with MobileQubes.

SERVICE DETAILS• Sponsorship includes free rentals for

all attendees at the event and sponsor message on the digital topper screen for the duration of the event.

• Individual attendees will swipe a credit card but will not be charged unless they fail to return the battery back to the kiosks by 24-hours a!er the event is over.

• Inventory is limited to the fully stocked kiosk. Inventory automatically recharges. Additional inventory may be accommodated upon request.

• Sponsorship commitments due at least 2 weeks in advance of the start of the event.

MOBILEQUBESSPONSORSHIP PACKAGE

Q & AQ: McCormick Place has 4 kiosks on site. Can additional kiosks be brought in?A: With advance notice this is possible however there will be an additional cost.

Q: How many batteries does each kiosk contain?A: 160

Q: If a kiosk is empty, can they be refi lled?A: MobileCubes track inventory in real time so they will know in advance if a kiosk is running low. A technician will be on stand by to be able to address the inventory quickly.

Q: Do the batteries have to be returned to the McCormick Place kiosks?A: Batteries do not necessarily have to be returned to these kiosks. The only exception would be if the sponsor requested custom branded batteries. Then they must be returned to the same kiosks they are aquired from. FYI - Custom branded batteries require long lead times to manufacture.

Q: Is it possible for a client to apply a “cling” to the lower portion (stand) of the kiosks?A: Yes


ATTENDEE EXPERIENCE

Learning Lounges The Learning Lounge is an exclusive section of the exhibit hall with brief, highly interactive sessions ranging from various educational subjects to personal and professional development topics. Sponsorship includes branding on the lounge, plus the opportunity to introduce each speaker.

SOLD

LinkedIn Corner with Headshot LoungeAttendees can meet with our LinkedIn consultant and learn how to engage in their professional network, build connections and use the platform to showcase themselves as desirable, well-rounded professionals. Attendees can also sit for a professional makeup session and receive an expertly photographed headshot. Sponsorship includes branding and signage in the 20x20 exhibit hall booth space.

$30,000

Mobile Cubes Four branded phone charging stations are placed around the convention center. Sponsor can run a display ad on the built-in tabletop monitors.

$30,000

Notepads and Pens The high-quality notebook and pen is always a take-away hit, and with your logo on them, this sponsorship offers strong brand recognition. Can also be sold as individual sponsorships.

$40,000

Registration Bags Put your company’s logo in the hands of more than 6,500 attendees and guarantee that it is seen all over Chicago. Registration bags are reused by many attendees once they return home from AFP 2018. This sponsorship is a great way to promote your brand during and after the event.

SOLD

Save the DateYour company branding is displayed on see you next year branded item promoting AFP 2019 in Boston.

SOLD

CONTINUED >



ATTENDEE EXPERIENCE

Shoe Shine StationAchieve branding visibility by hosting the Shoe Shine Station. Your company logo is placed on the station that provides attendees with a luxurious and pampered experience. Two shoe shine chairs (including massage inserts), shoe cleaning, shine and emergency repair service. Shoe shine station is located outside the exhibit hall entrance or next to your booth, with space permitting.

$15,000

Shuttle BusYour company’s branding is displayed on the AFP 2018 shuttle buses, ensuring visibility to attendees getting on and off the buses. Your logo is also placed on all shuttle service schedules and signs at both the convention center and various hotels, maximizing your exposure during AFP 2018.

$30,000 – $50,000

Specialty Coffee Area Sponsor a coffee cart and get your company name out there. These branded carts are located in the exhibit hall. Along with high traffic placement, AFP provides signage, and branded sleeves for the coffee cups. Four total carts are available.

$20,000

UberBe a partner with AFP by offering AFP 2018 attendees discounted Uber rides around Chicago. With this sponsorship, attendees never worry about missing the last shuttle or getting stranded at the end of the night. Riders use your company name as the event code.

$20,000

Yoga in the SkyAttendees will kick their day off with a yoga session on the 99th floor and skydeck of Willis towers. A great way for attendees to refresh the mind and body before they head into the sessions and networking. Sponsorship includes a branded yoga mat and towel. This event is limited to 100 registrants.

$17,500



BRAND RECOGNITION

Exhibit Hall Sponsored Benches Advertise your message on park benches placed throughout the exhibit hall. This is a perfect way to drive traffic to your booth.

$5,000

Hotel Key Cards Your advertisement imprinted on one side of hotel room key cards, distributed to all conference hotel guests. Package A: Hotel key cards for Chicago Downtown Marriott, Hilton Chicago, Hyatt Regency Chicago, Marriott Marquis, total of 2,945 rooms.Package B: Hotel key cards for Hyatt Regency McCormick Place, Intercon Mag Mile, Palmer House Hilton, Sheraton, total of 2,600 rooms.

$25,000 each package

Hotel Room Drops, Inside Room or Outside Room Opportunity to drop marketing materials and/or logo promotion item in each attendee hotel room our outside the Hyatt Regency McCormick and Hyatt Regency Chicago – a total of 2,095 rooms – Sunday night only. Limited to one item/piece of collateral, i.e. one flyer, one giveaway, etc. Packages available for all hotels.

$15,000 or $10,000

Refreshment Breaks in the Exhibit HallDuring the refreshment break on Monday and Tuesday, thousands of attendees migrate to the refreshment tables and dessert stations in the exhibit hall. Your company name is placed on all refreshment break and dessert station signage, including selected branded table tops and table cloths.

$25,000

Social CentralLive social media posts from AFP 2018 of tweets, photos and videos are displayed on the social media wall. The social media wall is located outside of the exhibit hall. A twitter feed runs on the AFP 2018 website prior to the event. Sponsor branding is placed on the wall and twitter feed on the AFP 2018 website.

$40,000

Water Bottles and Water StationsDisplay your company logo on reusable water bottles that are distributed to every Conference attendee. This is a great opportunity to promote your company multiple times per day, every day. Water coolers will be available throughout the center for attendees to fill their water bottles.

$40,000

ADVERTISING OPPORTUNITIES


AFP 2018-at-a-Glance AdvertisementA two-sided fold-out guide that details the event. One side focuses on exhibitors and their locations on the exhibit hall; the other side details the AFP 2018 highlights and educational sessions.

$3,500 – $7,500

AFP 2018 Daily News AdvertisementPlace an ad in the newsletter, which is distributed electronically to all AFP 2018 attendees on Sunday, Monday and Tuesday.

$2,000 – $2,500

AFP 2018 Mobile App – Push Notifications and Banner Ads The mobile app is the main point of contact between AFP and our attendees. Call attendees to action directly through the app with banner ads or push notifications.

$7,500 or $12,500 4 spots available

for each

AFP Digital Product ShowcaseFeature your latest technologies or products along with your company logo, description and the location of your booth on an interactive display outside the AFP 2018 exhibit hall. Data is provided post-conference on the most visited product categories, product views, and other interactions.

$2,500

AFP Retargeting AdvertisementsTarget AFP members and prospects while they search the internet and interact on social media. Increase your brand exposure and influence with digital marketing pre-and post-conference. You provide the ad creative, we provide the rest.

$10,000

Breakfast and Lunch Area BannersDisplay your company's message above the breakfast and lunch area in the exhibit hall. Sponsor provides the banner design, and AFP has it produced and displayed at AFP 2018. Banners are full color and measure 5’ high x 15’ long. Limited availability.

$6,000

CONTINUED >

ADVERTISING OPPORTUNITIES

Kroll Bond Rating Agency

LearningLounge

2

LearningLounge

1

Sponsored byDeutsche Bank

AFPMembership Center

Sponsored by Discover Financial Services

SpaceSelectionReception Area Paintfest

Sponsored by BBVA Compass

Conference Connect

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DEMO ROOMS

ENTRANCE G

ENTRANCEDEAFP Shoe Shine

Sponsored by Fleming’s Steakhouse

201

D40

D43

1953

Kyriba

Bank of AmericaMerrill Lynch

Sponsored by BNY Mellon

MindShift Row AFPRegional Booth

LinkedIn Corner & Headshot

LoungeKBRA RATES

BANKSOVER 100

Visit www.kbra.com to view our latest bank ratings and research.

PNC is proud to sponsor the AFP Executive Institute.

©2017 The PNC Financial Services Group, Inc. All rights reserved. 571003

the future is yours for the making.

To learn more, visit pnc.com/ideas

CIB TM AFP Conference Ad_3.5x3.375_571003_Final.indd 1 7/25/17 9:45 AM

General disclaimer for Bank of America Merrill Lynch, visit bankofamerica.com/disclaimer. ©2017 Bank of America Corporation. ARL5MQ5S 07-17-0361

The power to _

lead innovation

EXHIBIT HALL

360T 221

A

Accuity 902

ACI Worldwide 521

Adaptive Insights 2244

AFP Membership Center 1735

AFP Regional Booth 1953

AFP Shoe Shine – Sponsored by Fleming’s Steakhouse

201

Allied Irish Bank 900

Alvarez & Marsal 310

American Deposit Management Co.

2052

American Express 1135

American Security Products 243

Anaplan 227

AP Technology 415

Apruve 2245

ARCA 1944

AscendantFX Capital Inc. 951

Avalara 104

AvidXchange 340

Avoka 2323

Axletree Solutions, Inc. 2241

Aztec Exchange 345

B

BACKBASE 847

Bank ABC 2327

Bank of America Merrill Lynch

1617

BNP Paribas & Bank of the West

2125

Barclays Bank 1443

BB&T 2035

BBVA Compass 1627

Bellin Treasury Services Ltd 1417

Exhibitor Booth #

Billtrust 1652

BlackLine 1151

BlackRock 527

Bloomberg LP 425

BlueTarp Financial 1949

BOARD International 1845

Bottomline Technologies 1825

Brink's 1543

C

C2FO 515

Cachematrix 2225

Canon Information & Imaging Solutions

2049

Canon U.S.A., Inc. 2048

Capital Advisors Group 510

Capital One Bank 1523

Cata Company 1448

Centralis Group, S.A. 211

Certify 235

Change Healthcare 1001

Chatham Financial 325

CheckAlt 2218

China UnionPay (USA) LLC 1817

CIT Bank 117

Citi 625

Citizens Commercial Banking 1425

Claims Compensation Bureau 1553

Clearwater Analytics 1010

Comdata 1017

Commerce Bank 2221

COMPIRICUS Inc. 2344

Computershare 411

Concur 904

EXHIBITOR LIST (As of September 15, 2017. Please check the AFP 2017 App for up-to-date information.)

Exhibitor Booth #

PPacific Life Insurance Company

835

Pacific Premier Bank 1350

Paintfest – Sponsored by BBVA Compass

450

Paybox Corp. 418

Paychex 2220

Payden & Rygel 1648

Pelican 2044

Pepperdine University Online MBA

2325

Phoenix-Hecht 1049

Piper Jaffray 500

Prevedere 1920

ProAmpac 1250

ProfitStars 844

Promontory InterFinancial Network

927

Prudential Retirement 751

PSI 118

PwC 2041

Q

Q&A Payment Solutions Inc. 1449

Q2ebanking 215

Quantitative Treasury Analytics

1653

Quick Base 1850

RRBC Global Asset Management

1317

Redbridge DTA 905

Regions Bank 911

Rimilia 545

The RWC Group 1745

Ryan LLC 837

Exhibitor Booth #

SS&P Global Market Intelligence

542

S&P Global Ratings 540

SAFEChecks 343

Scan One 2045

ScanZen 846

Seismic 301

Societe Generale 1643

SOLE Financial 1753

Sovos 1551

Space Selection 2451

Standard Bank Group 311

Standard Chartered Bank 1343

State of Tennessee Treasury Department

2315

State Street Corporation 1927

StoneCastle Cash Management

344

Strategic Treasurer, LLC 335

SunTrust 1335

SwapsTech 750

SWIFT 1035

T

Taulia 705

TD Bank Group 605

Tesorio: Cash Flow Science1150,

649A

Thomsom Reuters 435

Tidel 745

TIS 1050

Toyota Financial Services 2115

Transactis 2017

TransCard, LLC 2246

Treasury Curve D55

Exhibitor Booth #

Treasury Partners 400

Treasury Strategies, a Division of Novantas, Inc.

401

TreasuryXpress 916

Trintech 1051

Tungsten Network 1750

UU.S. Bancorp Asset Management

1916

U.S. Bank 1917

UBS Financial Services 442

UMB Bank, N.A. 841

UniCredit S.p.A. 2343

Unit4 1853

US Dataworks 1945

V

VASCO Data Security 1243

Versapay Corporation 748

Visa 1548

W

Wells Fargo 1634

Western Asset Management 1104

Western Union Business Solutions

805

WEX Payables 646

Workiva 1216

Z

Zanders 305

Zebra BI 744

Exhibitor Booth #

Conference Connect – Sponsored by BNY Mellon

535

CONTROLTEK USA 302

Coprocess 320

Corcentric 2319

Crane Data 1101

CreditPoint Software 2147

Creditron 404

Creditsafe 245

CSI globalVCard 1249

D

DadeSystems 105

Danske Bank 1748

DataRails 752

Davis Bancorp 1650

Deloitte Risk & Financial Advisory

205

Deluxe Corporation 1204

Deluxe Treasury Management & Payments

505

Deutsche Bank D56

Direct Commerce 1100

Discover Financial Services 1515

DNB Bank ASA 204

Dunbar Armored 2141

E

e5 Solutions Group 1219

ETM 106

Early Warning 649B

Ecova 610

ECS Financial 2144

Elire 319

Emergent 645

Ensenta 108

Exhibitor Booth #

ePayResources 2050

Ernst & Young LLP 2214

F

FEDChex Recovery, LLC 114

Federated Investors, Inc. 2121

Fidelity Investments 1111

Fifth Third Bank 1323

Financial Sciences Corporation

441

Financial Transmission Network, Inc. (FTNI)

315

Finastra651, 653

FiREapps 405

FireKing Security Group 1821

FIS 2134

Fiserv 717

Fitch Ratings 414

Flowcast Inc. 752A

FMR Systems, Inc. 1119

Forte Payment Systems 644

FTI Treasury 1751

Fujitsu 300

G

GTreasury 1043

GardaWorld Cash Services 945

Giact 800

Global Cash Card 2320

GLORY 2341

Goldman Sachs 1011

Go-Live Faster 1950

GPS Capital Markets 419

H

Hanse Orga International Corp. 1225

Exhibitor Booth #

Harland Clarke TranSource 2324

Hedge Trackers LLC 1649

HighRadius 711

Host Analytics 1149

HSBC 1023

I

ICBC 615

ICICI Bank 2148

ImageHawk Inc. 1549

ImageScan Inc. 1117

INFOR 2340

Informa Financial Intelligence 1849

ING/BMG 2215

ICD 2334

Intimus International 1251

INTL FCStone Ltd. 410

Invesco 544

ION Treasury 1435

IQ BackOffice 1248

iStream Financial Services 1948

J

J.P. Morgan 935

J.P. Morgan Asset Management

934

K

KeyBank 1727

Kroll Bond Rating Agency 447

Kyriba 824

LLamont, Hanley & Associates, Inc.

107

Learning Lounge 1 – Sponsored by Deutsche Bank

143


153

Exhibitor Booth #

Lighthouse Payment Services 1951

LinkedIn Corner & Headshot Lounge – Sponsored by Discover Financial Services

2151

Lloyds Bank 2240

Loomis US 811

Lyons Commercial Data 1952

M

M&T Bank 1442

MarketAxess 445

MarketSphere Unclaimed Property Specialists

511

Merganser Capital Management

1148

Moneris Solutions Corporation 850

Moody's Investors Service 1002

Morgan Stanley Investment Management

2025

MUFG Union Bank, N.A. 1123

MyOnlineBill 200

NNACHA-The Electronic Payments Association

2145

nCino 2322

NetSpend, a TSYS® Company 1005

Neuberger Berman 1105

NEX Treasury 1342

Northern Trust 2140

O

OpenLink 111

Opportune LLP 1348

OpusCapita Group 1349

Orbit Treasury Solutions, Inc. 241

Order2Cash 1852

FP&A

CTP

FP&A

EXHIBIT HALL AND EDUCATIONAL SESSION GUIDE


AD-07-17-0361_4.25x9.indd 1 9/6/17 4:33 PM

SATURDAY, OCTOBER 14

8 a.m.–5 p.m. Registration/Lobby D

8:30 a.m.–4:30 p.m. Pre-Conference Sessions/Rooms 23A, 23B, 23C, 24A, 24B, 24C

12–5 p.m. AFP Executive Institute Lounge/Room 4—Sponsored by PNC

SUNDAY, OCTOBER 15

7:30 a.m.–7 p.m. Registration/Lobby D

7:30 a.m.–4 p.m. AFP Membership Renewal Kiosk/Lobby D

8 a.m.–3:30 p.m. Pre-Conference Sessions/Rooms 23A, 23B, 23C, 24A, 24B, 24C

8 a.m.–4 p.m. AFP Executive Institute Lounge/Room 4—Sponsored by PNC

11 a.m.–2 p.m. FP&A Roundtable/Room 1AB

1:30–3 p.m. Emerging Leaders Roundtable/Room 5B —Sponsored by Pepperdine University Online MBA

1:30–3 p.m. Payments Roundtable/Room 33ABC —Sponsored by China UnionPay (USA) LLC

1:30–3 p.m. Understanding Blockchain and the Implications for Financial Professionals/Room 11AB

3–4 p.m. Payments Reception/Center Terrace —Sponsored by China UnionPay (USA) LLC

3–4 p.m. AFP Executive Reception/West Terrace—Sponsored by Chatham Financial

4–4:30 p.m. Sunday Keynote Doors Open/Hall C

4:30–6 p.m. Sunday Keynote/Hall C

6–7:30 p.m. Exhibit Hall Grand Opening Reception/Halls DEFG

6–7:30 p.m. AFP Canadian Reception/Booth 249 —Sponsored by Discover Financial Services and Citi Canada

6–7:30 p.m. LinkedIn Corner & Headshot Lounge/Booth 2151 —Sponsored by Discover Financial Services

7:30–9:30 p.m. Welcome Reception/USS Midway Museum

MONDAY, OCTOBER 16


7:30 a.m.–5 p.m. AFP Executive Institute Lounge/Room 4—Sponsored by PNC

7:30–8:30 a.m. Attendee Breakfast/Hall H

8—9:30 a.m. Payments Breakfast/Ballroom 20A—Sponsored by Vantiv

8—9:30 a.m. AFP Executive Breakfast/Ballroom 6B—Sponsored by RBC Royal Bank

8:30 a.m.–5 p.m. Exhibit Hall Open/Halls DEFG

8:30 a.m.–5 p.m. Pre-Conference Session/Room 23A

8:30–9:30 a.m. Concurrent Educational Sessions

8:30–10:30 a.m. LinkedIn Corner & Headshot Lounge/Booth 2151 —Sponsored by Discover Financial Services

9:30–10:30 a.m. Exhibit Hall Refreshment Break/Halls DEFG

9:45–10:15 a.m. Learning Lounge Sessions/Booths 143 and 153 —Sponsored by Deutsche Bank

9:45–10:15 a.m. Collaborate Pop-Up/AFP Membership Center—Booth 1735


10:30–11:45 a.m. AFP Executive Institute/Ballroom 6A—Sponsored by PNC

11:30 a.m.–1:30 p.m. LinkedIn Corner & Headshot Lounge/Booth 2151 —Sponsored by Discover Financial Services

11:45 a.m.–1 p.m. Attendee Lunch/Hall H

12–1:30 p.m. Industry Roundtables Luncheon—Sponsored by Fifth Third /Rooms 23B, 23C, 24A, 24B, 24C, 25A, 25B, 25C

12–1:30 p.m. AFP Executive Institute Luncheon/Ballroom 6B—Sponsored by PNC

12:30–1:30 p.m. Exhibit Hall Dessert Reception/Halls DEFG

12–1:30 p.m. FP&A Luncheon/Room 28ABCDE

1–1:30 p.m. Learning Lounge Sessions/Booths 143 and 153 —Sponsored by Deutsche Bank

1:45–3 p.m. AFP Executive Institute/Ballroom 6A—Sponsored by PNC

1:45–3 p.m. Concurrent Educational Sessions

2:30–5 p.m. LinkedIn Corner & Headshot Lounge/Booth 2151 —Sponsored by Discover Financial Services

3–4 p.m. Exhibit Hall Refreshment Break/Halls DEFG

3:15–3:45 p.m. Learning Lounge Sessions/Booths 143 and 153 —Sponsored by Deutsche Bank

3:15–3:45 p.m. Collaborate Pop-Up/AFP Membership Center—Booth 1735

4–5 p.m. Concurrent Educational Sessions

5–6 p.m. FP&A Reception/Center Terrace —Sponsored by Adaptive Insights, Host Analytics, and Anaplan

5–6 p.m. Payments Mixer/Ballroom 20 Foyer—Sponsored by FIS

TUESDAY, OCTOBER 17




8–9:30 a.m. AFP MindShift Breakfast/Hall C

8:30 a.m.–5:30 p.m. Exhibit Hall Open/Halls DEFG











12–1:45 p.m. Certification Luncheon/Hall C—Sponsored by PNC


1–1:45 p.m. Exhibit Hall Dessert Reception/Halls DEFG



2:45–5:30 p.m. LinkedIn Corner & Headshot Lounge/Booth 2151 —Sponsored by Discover Financial Services

3:15–4:30 p.m. Tuesday Keynote/Hall C

4:30–5:30 p.m. Exhibit Hall Closing Reception/Halls DEFG —Sponsored by Choose Chicago

WEDNESDAY, OCTOBER 18


8–9:30 a.m. Registration/Lobby D


8:30–10:45 a.m. FP&A Roundtable/Room 1AB


SCHEDULE AT-A-GLANCE(As of September 15, 2017. Please check the AFP 2017 App for up-to-date information.)

Kroll Bond Rating Agency

LearningLounge

2

LearningLounge

1

Sponsored byDeutsche Bank

AFPMembership Center

Sponsored by Discover Financial Services

SpaceSelectionReception Area Paintfest

Sponsored by BBVA Compass

Conference Connect

10011002

1005

1010 1011

1017

1023

1035

104

1043

1049

105

1050 1051

106 107

108

11001101

1104

1105

111 1111

1117

1119

1123

1135

114

11481149

11501151

117

118

1204

1216 1219

1225

1243

12481249

12501251

1317

1323

1335

1342

1343

13481349

13501351

1417

1425

143

1435

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1443

14481449

1450

1515

1523

153

1543

15481549

15501551

1553

1617

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1643

16481649

1650

16521653

1727

1735

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1916

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1927

19441945

19481949

19501951

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2017

2025

2035

204

2041

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2050

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211

2115

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2134

2140

2141

21442145

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2151

221

2214

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22202221

2240

2241

22442245

2246

227

2315

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23222323

2324

2325

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241

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300 301 302

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310 311

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344 345

400 401

404 405

410 411

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510 511

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521

527

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544 545

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644 645

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649A649B651

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717

744 745

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750 751752

752A753

800

805

811

824

835

837

841

844

846 847

850

900 902

904

905

911

916

927

934 935

945

951

D1

D11

D13

D15

D17

D19

D2 D20

D21

D22

D23

D24

D25

D26

D29

D3

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D35

D36

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D44

D46

D47

D50

D5

D51

D54

D55

D56

D58

D6

D61

D7

D9

DEMO ROOMS

ENTRANCE G

ENTRANCEDEAFP Shoe Shine

Sponsored by Fleming’s Steakhouse

201

D40

D43

1953

Kyriba

Bank of AmericaMerrill Lynch

Sponsored by BNY Mellon

MindShift Row AFPRegional Booth

LinkedIn Corner & Headshot

LoungeKBRA RATES

BANKSOVER 100

Visit www.kbra.com to view our latest bank ratings and research.

PNC is proud to sponsor the AFP Executive Institute.

©2017 The PNC Financial Services Group, Inc. All rights reserved. 571003

the future is yours for the making.

To learn more, visit pnc.com/ideas

CIB TM AFP Conference Ad_3.5x3.375_571003_Final.indd 1 7/25/17 9:45 AM


The power to _

lead innovation

EXHIBIT HALL

360T 221

A

Accuity 902

ACI Worldwide 521

Adaptive Insights 2244

AFP Membership Center 1735

AFP Regional Booth 1953

AFP Shoe Shine – Sponsored by Fleming’s Steakhouse

201

Allied Irish Bank 900

Alvarez & Marsal 310

American Deposit Management Co.

2052

American Express 1135

American Security Products 243

Anaplan 227

AP Technology 415

Apruve 2245

ARCA 1944

AscendantFX Capital Inc. 951

Avalara 104

AvidXchange 340

Avoka 2323

Axletree Solutions, Inc. 2241

Aztec Exchange 345

B

BACKBASE 847

Bank ABC 2327

Bank of America Merrill Lynch

1617

BNP Paribas & Bank of the West

2125

Barclays Bank 1443

BB&T 2035

BBVA Compass 1627

Bellin Treasury Services Ltd 1417

Exhibitor Booth #

Billtrust 1652

BlackLine 1151

BlackRock 527

Bloomberg LP 425

BlueTarp Financial 1949

BOARD International 1845

Bottomline Technologies 1825

Brink's 1543

C

C2FO 515

Cachematrix 2225

Canon Information & Imaging Solutions

2049

Canon U.S.A., Inc. 2048

Capital Advisors Group 510

Capital One Bank 1523

Cata Company 1448

Centralis Group, S.A. 211

Certify 235

Change Healthcare 1001

Chatham Financial 325

CheckAlt 2218

China UnionPay (USA) LLC 1817

CIT Bank 117

Citi 625

Citizens Commercial Banking 1425

Claims Compensation Bureau 1553

Clearwater Analytics 1010

Comdata 1017

Commerce Bank 2221

COMPIRICUS Inc. 2344

Computershare 411

Concur 904

EXHIBITOR LIST (As of September 15, 2017. Please check the AFP 2017 App for up-to-date information.)

Exhibitor Booth #

PPacific Life Insurance Company

835

Pacific Premier Bank 1350

Paintfest – Sponsored by BBVA Compass

450

Paybox Corp. 418

Paychex 2220

Payden & Rygel 1648

Pelican 2044

Pepperdine University Online MBA

2325

Phoenix-Hecht 1049

Piper Jaffray 500

Prevedere 1920

ProAmpac 1250

ProfitStars 844

Promontory InterFinancial Network

927

Prudential Retirement 751

PSI 118

PwC 2041

Q

Q&A Payment Solutions Inc. 1449

Q2ebanking 215

Quantitative Treasury Analytics

1653

Quick Base 1850

RRBC Global Asset Management

1317

Redbridge DTA 905

Regions Bank 911

Rimilia 545

The RWC Group 1745

Ryan LLC 837

Exhibitor Booth #

SS&P Global Market Intelligence

542

S&P Global Ratings 540

SAFEChecks 343

Scan One 2045

ScanZen 846

Seismic 301

Societe Generale 1643

SOLE Financial 1753

Sovos 1551

Space Selection 2451

Standard Bank Group 311

Standard Chartered Bank 1343

State of Tennessee Treasury Department

2315

State Street Corporation 1927

StoneCastle Cash Management

344

Strategic Treasurer, LLC 335

SunTrust 1335

SwapsTech 750

SWIFT 1035

T

Taulia 705

TD Bank Group 605

Tesorio: Cash Flow Science1150,

649A

Thomsom Reuters 435

Tidel 745

TIS 1050

Toyota Financial Services 2115

Transactis 2017

TransCard, LLC 2246

Treasury Curve D55

Exhibitor Booth #

Treasury Partners 400

Treasury Strategies, a Division of Novantas, Inc.

401

TreasuryXpress 916

Trintech 1051

Tungsten Network 1750

UU.S. Bancorp Asset Management

1916

U.S. Bank 1917

UBS Financial Services 442

UMB Bank, N.A. 841

UniCredit S.p.A. 2343

Unit4 1853

US Dataworks 1945

V

VASCO Data Security 1243

Versapay Corporation 748

Visa 1548

W

Wells Fargo 1634

Western Asset Management 1104

Western Union Business Solutions

805

WEX Payables 646

Workiva 1216

Z

Zanders 305

Zebra BI 744

Exhibitor Booth #

Conference Connect – Sponsored by BNY Mellon

535

CONTROLTEK USA 302

Coprocess 320

Corcentric 2319

Crane Data 1101

CreditPoint Software 2147

Creditron 404

Creditsafe 245

CSI globalVCard 1249

D

DadeSystems 105

Danske Bank 1748

DataRails 752

Davis Bancorp 1650

Deloitte Risk & Financial Advisory

205

Deluxe Corporation 1204

Deluxe Treasury Management & Payments

505

Deutsche Bank D56

Direct Commerce 1100

Discover Financial Services 1515

DNB Bank ASA 204

Dunbar Armored 2141

E

e5 Solutions Group 1219

ETM 106

Early Warning 649B

Ecova 610

ECS Financial 2144

Elire 319

Emergent 645

Ensenta 108

Exhibitor Booth #

ePayResources 2050

Ernst & Young LLP 2214

F

FEDChex Recovery, LLC 114

Federated Investors, Inc. 2121

Fidelity Investments 1111

Fifth Third Bank 1323

Financial Sciences Corporation

441

Financial Transmission Network, Inc. (FTNI)

315

Finastra651, 653

FiREapps 405

FireKing Security Group 1821

FIS 2134

Fiserv 717

Fitch Ratings 414

Flowcast Inc. 752A

FMR Systems, Inc. 1119

Forte Payment Systems 644

FTI Treasury 1751

Fujitsu 300

G

GTreasury 1043

GardaWorld Cash Services 945

Giact 800

Global Cash Card 2320

GLORY 2341

Goldman Sachs 1011

Go-Live Faster 1950

GPS Capital Markets 419

H

Hanse Orga International Corp. 1225

Exhibitor Booth #

Harland Clarke TranSource 2324

Hedge Trackers LLC 1649

HighRadius 711

Host Analytics 1149

HSBC 1023

I

ICBC 615

ICICI Bank 2148

ImageHawk Inc. 1549

ImageScan Inc. 1117

INFOR 2340

Informa Financial Intelligence 1849

ING/BMG 2215

ICD 2334

Intimus International 1251

INTL FCStone Ltd. 410

Invesco 544

ION Treasury 1435

IQ BackOffice 1248

iStream Financial Services 1948

J

J.P. Morgan 935

J.P. Morgan Asset Management

934

K

KeyBank 1727

Kroll Bond Rating Agency 447

Kyriba 824

LLamont, Hanley & Associates, Inc.

107


143


153

Exhibitor Booth #

Lighthouse Payment Services 1951

LinkedIn Corner & Headshot Lounge – Sponsored by Discover Financial Services

2151

Lloyds Bank 2240

Loomis US 811

Lyons Commercial Data 1952

M

M&T Bank 1442

MarketAxess 445

MarketSphere Unclaimed Property Specialists

511

Merganser Capital Management

1148

Moneris Solutions Corporation 850

Moody's Investors Service 1002

Morgan Stanley Investment Management

2025

MUFG Union Bank, N.A. 1123

MyOnlineBill 200

NNACHA-The Electronic Payments Association

2145

nCino 2322

NetSpend, a TSYS® Company 1005

Neuberger Berman 1105

NEX Treasury 1342

Northern Trust 2140

O

OpenLink 111

Opportune LLP 1348

OpusCapita Group 1349

Orbit Treasury Solutions, Inc. 241

Order2Cash 1852

FP&A

CTP

FP&A

EXHIBIT HALL AND EDUCATIONAL SESSION GUIDE


AD-07-17-0361_4.25x9.indd 1 9/6/17 4:33 PM


8 a.m.–5 p.m. Registration/Lobby D

8:30 a.m.–4:30 p.m. Pre-Conference Sessions/Rooms 23A, 23B, 23C, 24A, 24B, 24C

12–5 p.m. AFP Executive Institute Lounge/Room 4—Sponsored by PNC

SUNDAY, OCTOBER 15


7:30 a.m.–4 p.m. AFP Membership Renewal Kiosk/Lobby D

8 a.m.–3:30 p.m. Pre-Conference Sessions/Rooms 23A, 23B, 23C, 24A, 24B, 24C

8 a.m.–4 p.m. AFP Executive Institute Lounge/Room 4—Sponsored by PNC

11 a.m.–2 p.m. FP&A Roundtable/Room 1AB

1:30–3 p.m. Emerging Leaders Roundtable/Room 5B —Sponsored by Pepperdine University Online MBA

1:30–3 p.m. Payments Roundtable/Room 33ABC —Sponsored by China UnionPay (USA) LLC

1:30–3 p.m. Understanding Blockchain and the Implications for Financial Professionals/Room 11AB

3–4 p.m. Payments Reception/Center Terrace —Sponsored by China UnionPay (USA) LLC

3–4 p.m. AFP Executive Reception/West Terrace—Sponsored by Chatham Financial

4–4:30 p.m. Sunday Keynote Doors Open/Hall C

4:30–6 p.m. Sunday Keynote/Hall C

6–7:30 p.m. Exhibit Hall Grand Opening Reception/Halls DEFG

6–7:30 p.m. AFP Canadian Reception/Booth 249 —Sponsored by Discover Financial Services and Citi Canada

6–7:30 p.m. LinkedIn Corner & Headshot Lounge/Booth 2151 —Sponsored by Discover Financial Services

7:30–9:30 p.m. Welcome Reception/USS Midway Museum

MONDAY, OCTOBER 16




8—9:30 a.m. Payments Breakfast/Ballroom 20A—Sponsored by Vantiv

8—9:30 a.m. AFP Executive Breakfast/Ballroom 6B—Sponsored by RBC Royal Bank

8:30 a.m.–5 p.m. Exhibit Hall Open/Halls DEFG

8:30 a.m.–5 p.m. Pre-Conference Session/Room 23A










12–1:30 p.m. Industry Roundtables Luncheon—Sponsored by Fifth Third /Rooms 23B, 23C, 24A, 24B, 24C, 25A, 25B, 25C


12:30–1:30 p.m. Exhibit Hall Dessert Reception/Halls DEFG

12–1:30 p.m. FP&A Luncheon/Room 28ABCDE

1–1:30 p.m. Learning Lounge Sessions/Booths 143 and 153 —Sponsored by Deutsche Bank

1:45–3 p.m. AFP Executive Institute/Ballroom 6A—Sponsored by PNC

1:45–3 p.m. Concurrent Educational Sessions

2:30–5 p.m. LinkedIn Corner & Headshot Lounge/Booth 2151 —Sponsored by Discover Financial Services

3–4 p.m. Exhibit Hall Refreshment Break/Halls DEFG


3:15–3:45 p.m. Collaborate Pop-Up/AFP Membership Center—Booth 1735


5–6 p.m. FP&A Reception/Center Terrace —Sponsored by Adaptive Insights, Host Analytics, and Anaplan

5–6 p.m. Payments Mixer/Ballroom 20 Foyer—Sponsored by FIS

TUESDAY, OCTOBER 17




8–9:30 a.m. AFP MindShift Breakfast/Hall C

8:30 a.m.–5:30 p.m. Exhibit Hall Open/Halls DEFG











12–1:45 p.m. Certification Luncheon/Hall C—Sponsored by PNC


1–1:45 p.m. Exhibit Hall Dessert Reception/Halls DEFG



2:45–5:30 p.m. LinkedIn Corner & Headshot Lounge/Booth 2151 —Sponsored by Discover Financial Services

3:15–4:30 p.m. Tuesday Keynote/Hall C

4:30–5:30 p.m. Exhibit Hall Closing Reception/Halls DEFG —Sponsored by Choose Chicago



8–9:30 a.m. Registration/Lobby D


8:30–10:45 a.m. FP&A Roundtable/Room 1AB


SCHEDULE AT-A-GLANCE(As of September 15, 2017. Please check the AFP 2017 App for up-to-date information.)


Convention Center Digital Signage – Premium Digital monitors displayed at shuttle bus drop-off within the convention center. Nine monitors total, (1) 20 second ad. Your ad runs with AFP and other sponsor ads.


Convention Center Digital Signage – StandardDigital signage standalones are placed in high traffic areas throughout the convention center. Each sponsor gets one 20-second ad that runs with AFP ads and other sponsor ads.


Exchange Magazine AdvertisementPlace a full page ad in the fall issue of Exchange magazine. The fall Exchange magazine is the most popular issue and receives bonus distribution in the registration bags of conference attendees.

$6,950

Exhibit Hall Carpet Decals Place your company logo or advertisement on the carpet in front of your booth. AFP prints and applies the decal in the location(s) of your choice. Decals must be approved by AFP.

$2,500

Program Book Advertisement The program book details the daily events, sessions, speakers, exhibitors and much more. These books are distributed in attendee registration bags. Space is limited; advertising opportunities include full page ads on the inside front cover, inside back cover, back cover and at the start of each section.

$3,500 – $5,000

Registration Bag InsertPlace your advertisement in each attendee registration bag. Inserts can be a brochure (eight pages maximum) or a promotional item not already sponsored by AFP. All items must be approved by AFP.

$6,500

Session Evaluation in Mobile App by TrackPlace your logo on the first and last screen on each session evaluation for a selected track. Evaluations are distributed via the mobile app at more than 140 education sessions, workshops and roundtables.

$3,500

ADVERTISING OPPORTUNITIES (continued)

ExchangeAssociation for Financial Professionals’ Quarterly Magazine

Fall 2017

CurrentStayTreasury and finance professionals gather in San Diego to confront unprecedented change

Blockchain for boats

Bridging the talent gap in FP&A

AFP Research: Liquidity and Compensation

MindShift: Fintech will transform treasury and financial services

Plus: A conversation with AFP 2017 keynoter Mike Rowe

4 I AFP Exchange Fall 2017

LETTER FROM THE PRESIDENT & CEO

CHANGE IS HERE

JIM KAITZ, PRESIDENT & CEO

Dear AFP Members,

This is one of my favorite times of the year, as I know it is for many of you reading this.

Fall is when AFP holds its Annual Conference, where thousands of treasury and finance professionals gather for the most important event in the profession.

Every AFP Annual is exciting, but AFP 2017 holds the potential for even more “buzz”—and perhaps a little apprehension.

That’s because AFP 2017 is where treasury and finance will begin to come to grips with the technological changes that will surely disrupt our profession, our organizations and our skill requirements in the years ahead.

Call it what you will. Blockchain. Artificial intelligence. Machine learning. A tsunami, even. However you define it, we know that the coming wave of new technology will continually impact the treasury and finance profession. Many of our daily tasks will be eliminated, leaving us vulnerable.

AFP 2017 is the place where attendees can begin to meet these challenges.

Start with AFP MindShift. A new conference offering, MindShift signifies a session, speaker or event that challenges the status quo, especially the way technology impacts the way we will work in years to come. The featured speaker for MindShift is Don Tapscott, co-author of “Blockchain Revolution.” You’ll also find a slew of educational sessions and exhibitors with the MindShift designation throughout AFP 2017.

Many of the AFP 2017 featured speakers will touch on the technology revolution as well, including data visualization artist Jer Thorp; Julia Kirby (co-author, “Only Humans Need Apply: Winners and Losers in the Age of Smart Machines”); Robert Tercek (author, “Vaporized: Solid Strategies for Success in a Dematerialized World”); ExO Works Chair Salim Ismail; and even Sean Rodriguez, CCM, Senior Vice President and Faster Payments Strategy Leader, Federal Reserve System.

If you are unable to attend AFP 2017, AFP MindShift also meets twice yearly with outside expert facilitators to guide the discussion. What’s more, AFP’s education and training is available year-round to help treasury and finance professionals navigate the new environment by equipping them with newer and better skills.

Technology forecaster Paul Saffo once said “Never mistake a clear view for a short distance.” Disruptive change may not happen today, but we know it will. That’s why we need to prepare today.

Sincerely,

Jim KaitzPresident and CEO

www.AFPonline.org AFP Exchange I 5

Putting payments innovation into action.

Working closely from end to end.

Connecting at every step.

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All services may not be available in all jurisdictions and are subject to change without notice.

“ Bank of America Merrill Lynch” is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp., both of which are registered broker-dealers and Members of SIPC, and, in other jurisdictions, by locally registered entities. Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA. Investment products offered by Investment Banking Affiliates: Are Not FDIC Insured • May Lose Value • Are Not Bank Guaranteed. ©2017 Bank of America Corporation. AR5K9DYP 07-17-0519

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PROGRAM BOOK

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Whether you’re selecting in U.S. dollars, Canadian dollars, euros, or British pounds, you’ll have the analytics, research, and trading tools you need, all within your reach through your MoneyPort custody account. MoneyPort is an integral part of the MUFG Union Bank, N.A., global custody platform. For more details, call us at 800-490-8262.

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Certain products and services described in this document are provided by MUFG Union Bank, N.A., a member of the Mitsubishi UFJ Financial Group (MUFG), and are marketed under MUFG and Union Bank® brands. Online applications supporting these products are branded Union Bank. Other products and servicesmentioned may be o ered and marketed by other MUFG entities.

1 Before investing carefully consider the investment objective, risks, charges, and expenses contained in the prospectus, which is available for free from the fund’s sponsor. Read the prospectus carefully before investing. An investment in the Fund is NOT insured by the FDIC or by any other federal government agency, is NOT a deposit of or guaranteed by MUFG Union Bank, N.A. (Bank) or any Bank a iliate, and MAY lose value, including possible loss of principal.

For Government Money Market Funds You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The Fund may impose a fee upon sale of your shares or may temporarily suspend your ability to sell shares if the Fund’s liquidity falls below required minimums because of market conditions or other factors. The Fund’s sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.

For Institutional Prime and Institutional Tax-Exempt Money Market Funds You could lose money by investing in the Fund. Because the share price of the Fund will fluctuate, when you sell your shares they may be worth more or less than what you originally paid for them and there may be tax consequences, including capital gains or losses. The Fund may impose a fee upon sale of your shares or may temporarily suspend your ability to sell shares if the Fund’s liquidity falls below required minimums because of market conditions or other factors. The Fund’s sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.

2 O� shore funds available only to certain qualified investors.3 MUFG Union Bank, N.A. is a member FDIC and its banking products are insured up to applicable FDIC insurance limits. The Bank of Tokyo-Mitsubishi UFJ, Ltd. (“BTMU”) is a Japanese bank that o� ers certain deposit accounts through branches or subsidiaries of BTMU as investment options to certain MUFG Union Bank, N.A. (“MUFG Union Bank”) customers. MUFG Union Bank is a wholly-owned BTMU subsidiary. BTMU is not a member FDIC and its products ARE NOT insured by the FDIC or other government agency.

©2017 Mitsubishi UFJ Financial Group, Inc. All rights reserved. The MUFG logo and name is a service mark of Mitsubishi UFJ Financial Group, Inc., and is used by MUFG Union Bank, N.A., with permission. Member FDIC.

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FP&A

www.AFP2017.org 1 AFP 2017

Managing your daily liquidity requirements isn’t what it used to be—it’s far easier. With MoneyPort®, you get unparalleled control over your short-term cash, with access to more than 150 money market funds1,2 from around the world, as well as a variety of deposit accounts3—all through a single, dynamic portal.

Whether you’re selecting in U.S. dollars, Canadian dollars, euros, or British pounds, you’ll have the analytics, research, and trading tools you need, all within your reach through your MoneyPort custody account. MoneyPort is an integral part of the MUFG Union Bank, N.A., global custody platform. For more details, call us at 800-490-8262.

mufgamericas.com/moneyport

Certain products and services described in this document are provided by MUFG Union Bank, N.A., a member of the Mitsubishi UFJ Financial Group (MUFG), and are marketed under MUFG and Union Bank® brands. Online applications supporting these products are branded Union Bank. Other products and servicesmentioned may be o ered and marketed by other MUFG entities.

1 Before investing carefully consider the investment objective, risks, charges, and expenses contained in the prospectus, which is available for free from the fund’s sponsor. Read the prospectus carefully before investing. An investment in the Fund is NOT insured by the FDIC or by any other federal government agency, is NOT a deposit of or guaranteed by MUFG Union Bank, N.A. (Bank) or any Bank a iliate, and MAY lose value, including possible loss of principal.

For Government Money Market Funds You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The Fund may impose a fee upon sale of your shares or may temporarily suspend your ability to sell shares if the Fund’s liquidity falls below required minimums because of market conditions or other factors. The Fund’s sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.

For Institutional Prime and Institutional Tax-Exempt Money Market Funds You could lose money by investing in the Fund. Because the share price of the Fund will fluctuate, when you sell your shares they may be worth more or less than what you originally paid for them and there may be tax consequences, including capital gains or losses. The Fund may impose a fee upon sale of your shares or may temporarily suspend your ability to sell shares if the Fund’s liquidity falls below required minimums because of market conditions or other factors. The Fund’s sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.

2 O� shore funds available only to certain qualified investors.3 MUFG Union Bank, N.A. is a member FDIC and its banking products are insured up to applicable FDIC insurance limits. The Bank of Tokyo-Mitsubishi UFJ, Ltd. (“BTMU”) is a Japanese bank that o� ers certain deposit accounts through branches or subsidiaries of BTMU as investment options to certain MUFG Union Bank, N.A. (“MUFG Union Bank”) customers. MUFG Union Bank is a wholly-owned BTMU subsidiary. BTMU is not a member FDIC and its products ARE NOT insured by the FDIC or other government agency.

©2017 Mitsubishi UFJ Financial Group, Inc. All rights reserved. The MUFG logo and name is a service mark of Mitsubishi UFJ Financial Group, Inc., and is used by MUFG Union Bank, N.A., with permission. Member FDIC.

MoneyPort.Global liquiditymanagement,maximized.

MUFG Union Bank, N.A.A member of MUFG, a global financial group

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ContentsWELCOME

Message from the AFP President and CEO, and the AFP Chairman of the Board . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Conference Schedule-at-a-Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5What We are Excited About . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6-10AFP Aware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-13Convention Center Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-17

AT THE CONFERENCE

FAQ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19At the Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-21 Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Shuttle Bus Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22-23

ABOUT AFP

2017 AFP Officers and Board of Directors . . . . . . . . . . . . . . . . . . . . . . . . . . . 24AFP 2017 Task Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Recertification Credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Conference Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28-29


Schedule-at-a-Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31AFP Membership Center Highlights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

SUNDAY, OCTOBER 15

Highlights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33-34Schedule-at-a-Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

MONDAY, OCTOBER 16

Highlights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37-38Schedule-at-a-Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Educational Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40-47

TUESDAY, OCTOBER 17

Highlights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49-51Schedule-at-a-Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Educational Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53-57


Schedule-at-a-Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Educational Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60-61

EXHIBITS AND SPONSORS

Exhibit Hall Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62-63Exhibitor List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62-65Directory of Service Providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66-71Exhibitors and Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72-84

Program as of September 15, 2017. Please see the AFP 2017 App for updates.

AFP, Association for Financial Professionals and the AFP logo are registered trademarks of the Association for Financial Professionals. © 1/18. SALES-18_AN18_Sponsorship_Pkg_20 07/18/18

ABOUT AFP®

The Association for Financial Professionals (AFP) is the professional society committed to advancing the success of its members and their organizations. AFP established and administers the Certified Treasury Professional and Certified Corporate FP&A Professional credentials, which set standards of excellence in finance. Each year, AFP hosts the largest networking conference worldwide for over 6,500 corporate finance professionals.

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