Speaking Proposal Guidelines

FinNext 2018 Educational Sessions are a non-commercial venue offering unbiased information to attendees. Sales pitches for products or services in the proposals are strictly prohibited and will be rejected immediately.

The deadline for submitting proposals is COB August 25, 2017. Proposals are selected by a task force of FP&A and corporate finance practitioners. Decision notifications for all proposals will be delivered in October.

Proposal Guidelines

All FinNext 2018 Proposals Must Include:

  • Title
  • Description
  • Why Is This Topic Important to FP&A Practitioners
  • Two Learning Objectives/Session Key Take-aways
  • Proposal Format Types-Knowledge Type-Submitter Info
  • Speaker(s) Info (There must be at least one speaker listed on every proposal)

FinNext Session Formats:

You will be asked to select a format for your presentation, and to form the content of your presentation around it. Please see below for the format choices:

  • Thought Leadership Series:  Short, carefully prepared talks focused on strategies, processes or techniques that impact finance practitioners or the industry as a whole, foster learning, inspire or support personal development. The session should be up to a twenty to twenty-five minute talk by no more than 2 presenters followed by five to ten minutes of audience Q&A.
  • Pecha Kucha:  Focused, faced paced seven minute sessions that may include a maximum of twenty images or slides. Attendees will have the opportunity to vote for their favorite presentation.
  • Interactive Discussion/Roundtable:  An experienced facilitator or pair of facilitators leads a group discussion with a clear focus that addresses identified subject matter. Knowledge is shared from both facilitators and the session attendees.
  • Expert Panel:  An informed discussion and/or debate on a topic by up to three people with contrasting or complementary points of view, moderated by a chairperson, with time reserved for audience participation, questions, and comments.
  • Interview or Moderated Discussion: May feature an expert who is confident with addressing a whole range of questions and a skilled moderator who can lead an engaging discussion and moderate audience Q&A.
  • Case Study/Simulation:  Analysis of persons, groups, events, decisions, periods, policies, processes, or other systems that present a problem followed by a path for resolution.

FinNext Session Content Types:

  • Tactical:  The content shared in these sessions supports the skills and knowledge FP&A practitioners need to be successful in today’s environment.
  • Strategic:  The content shared in these sessions supports high level decision making to drive change throughout the FP&A organization.
  • Disruptive:  The content in these sessions focuses on future concepts and technologies that will have a dramatic impact on how FP&A practitioners conduct their business.

If selected, the description of your proposal may need to be edited to align with AFP stylistic and brand standards. We would prefer a more thorough and specific description for the task force’s review in order to ensure an understanding of the topic to be presented.

Session Guidelines:

  • 7 Minute Pecha Kucha Talks may have a maximum of one speaker
  • 30 Minute Thought Leadership Series sessions may have a maximum of two speakers
  • Interactive Discussions/Roundtables may have a maximum of two facilitators
  • Panel Discussions may have a maximum of three panelists and one moderator
  • Only ONE financial institution representative, consultant, or solution provider is permitted per session
  • Session descriptions should include:
    • A clear and concise explanation of the strategic motivations for developing or implementing the particular solution, and how this solution continues to drive business results.
    • A discussion of the cost savings and/or revenue enhancement; quality improvement; risk reduction; and improved efficiency and/or productivity as appropriate.
    • Why this topic or concept is important to FP&A practitioners
    • A clear view of what skills, tips or strategies one would acquire from attending this session.
  • Additional Session Information:
    • All speakers must agree to provide a substantive presentation deck to accompany their session, regardless of the format. The presentation must be presented AFP’s standard template and will be accessible to all event attendees. 

The Association for Financial Professionals (AFP) is committed to advancing the success of its members and certification holders, who make up the majority of the audience. Speakers must not engage in any sort of sales activity during their session. Sales activity is reserved for the Tech Lounge and for the numerous networking activities AFP provides.

Prohibited Sales Activities Include:

  • Product demonstrations of any kind outside of designated areas.
  • Extensive highlighting of any product or service and contrasting it with others without prior approval.
  • Conducting sign in sheets, mass collection of business cards or roll call.

Submit a Speaking Proposal