Research

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2026 AFP Cost of Capital Survey Report

The 2026 AFP® Cost of Capital Survey Report provides benchmarking data from 295 treasury and finance practitioners on how organizations calculate, adjust and govern cost of capital in practice. If you are reviewing your weighted average cost of capital (WACC) assumptions, validating your hurdle rate policy or reassessing discount rate inputs, this report shows how your approach compares to peer organizations.


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2026 AFP FP&A Benchmarking Survey Report: Integrated Planning

The 2026 AFP® FP&A Benchmarking Survey Report: Integrated Planning is a global study and examines the function of finance professionals in integrated planning, budgeting, and forecasting. This report is the third in a three-year cycle that examines the people, technology and processes that define the FP&A function.


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2025 AFP Digital Payments Survey

Underwritten by J.P. Morgan

The 2025 AFP® Digital Payments Survey Report: A Triennial Publication examines the adoption of digital payments, including benefits and challenges in the current B2B payments environment. The survey covers trends in business payments, cross-border transactions, faster payments and ISO 20022 standards.


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2025 AFP Liquidity Survey

Underwritten by Invesco

AFP’s Annual Liquidity Survey examines current and emerging trends in organizations’ cash and investment policies, as well as critical benchmarks on short-term investment holdings and strategies. Now in its 20th year, this survey report includes response data from 254 treasury professionals. 


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2025 AFP Compensation and Benefits Survey Report

The 2025 AFP Compensation and Benefits Survey Report provides detailed salary information for 25 job titles within treasury, finance and enterprise payments.  The report examines the influences on salary and upward mobility, as well as the benefits offered to employees. Hiring and retention issues are addressed.  


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2025 AFP Payments Fraud and Control Survey Report

Underwritten by Truist

AFP’s Annual Payments Fraud and Control Survey Report provides updated information on payments fraud trends and the impact of fraud on organizations. Also covered are the controls organizations are using to curb fraud. Responses from over 500 practitioners form the basis of the report.  


2025 AFP Treasury Benchmarking Survey Report

Underwritten by Wells Fargo

This year, AFP’s Treasury Benchmarking Survey Report presents a collection of benchmarking data on costs, treasury staff, department structure and policies and technology which financial professionals can use to compare metrics of their organizations’ treasury departments against those of their peers.  Responses from over 500 practitioners form the basis of the report.   


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2025 AFP FP&A Benchmarking Survey Report: Technology & Data

The 2025 AFP FP&A Benchmarking Survey examines technology and data that define the FP&A function. The report can be used by FP&A practitioners to compare their organization’s technology metrics with those of their peers.  


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2024 AFP Bank Relationship Management Survey Report

The 2024 AFP Bank Relationship Management Survey Report includes perspectives from both Corporate Practitioners and Bankers about the priorities, benefits and challenges of their partnerships.   




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2024 AFP FP&A Benchmarking Survey Report: People Strategies and Development

Underwritten by Workday

The 2024 AFP® FP&A Benchmarking Survey Report: People Strategies and Development examines the people, technology and processes that define the FP&A function. The report highlights four key insights.


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2023 AFP Real-time Payments Survey

Underwritten by The Clearing House

The 2023 AFP Real-time Payments Survey provides insight into both the benefits of real-time payments and the barriers to their adoption, as well as prevalence of use and plans for expanding implementation. The survey also includes the extent of adoption of these payment systems by key industries.


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2023 AFP Risk Survey

Supported by Marsh McLennan

The 2023 Risk Survey gauges current perceptions of the risk environment and determines the top risks concerning treasurers. Results also identify the role Treasury plays in supporting organizational risk strategy, examine how technologies are impacting risk management, and record the methods used in risk reporting.


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2022 AFP FP&A Survey: Measuring Agility in FP&A

Underwritten by Workday

The 2022 AFP® FP&A Survey: Measuring Agility in FP&A addresses the importance of proactive and flexible responses by FP&A teams when facing complex disruptions in the global economy. Survey results indicate that building agility into decision-making and forecasting has clear benefits.  


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2022 AFP Strategic Role of Treasury Survey

Supported by Marsh McLennan

The 2022 AFP Strategic Role of Treasury Survey conducted in May 2022 examines how treasury’s role has  evolved and the responsibilities they have assumed. 




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2022 AFP Payments Cost Benchmarking Survey

Underwritten by Corpay
The Payments Cost Benchmarking Survey provides treasury and finance professionals with a tool to gain detailed information regarding costs of various payment methods. The survey also examines payment trends at organizations. The report is based on responses from 350 professionals.


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2022 AFP FP&A Benchmarking: Practitioner Planning Report

Underwritten by Workday
The 2022 AFP FP&A Benchmarking: Practitioner Planning Report allows companies to compare their 2022 assumptions in areas related to pandemic response, supply chain disruptions, inflation, and other areas against those shared by their peers. 


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2021 AFP xP&A Survey

Underwritten by Jedox
The 2021 AFP xP&A Survey examines how far along organizations’ finance functions have progressed on their journey to unify and automate their business planning and forecasting. The responses of 300 FP&A professionals form the basis of this report.


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2020 FP&A Survey: The Technology & Data Platform Supporting Financial Decisions

Underwritten by Workday

The 2020 AFP FP&A Survey examines FP&A’s tools available to finance professionals to assist them in examining and interpreting data. Additionally, the findings will help them in benchmarking their capabilities  and setting goals for their growth.


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2020 AFP FP&A Survey: Project Investment and Cost of Capital Survey

The 2020 AFP Project Investment and Cost of Capital Survey focuses on the process of project decision-making and how FP&A departments guide their businesses through the process. Over 600 corporate practitioner member responses form the basis of this report.

 


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2018 AFP Technology Survey

Underwritten by BELLIN
AFP’s 2018 Technology Survey examines the landscape of emerging technologies and their current and anticipated impact within treasury & finance functions at organizations. The survey also examines roadblocks to implementation of emerging technologies and concerns that may arise.


AFP Data Intelligence Survey

AFP Data Intelligence Survey

Underwritten by Capital One Bank
The recent interest surrounding data intelligence cannot be ignored - the wealth of available data, immense computing power and strong analytical capabilities drive organization decision making that supports product development and customer satisfaction and contributes to growth.