Association For Financial Professionals

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 581424769 ✦ Bethesda, MD ✦ Designated as a 501(c)(6)

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Overview

What is Association For Financial Professionals?

The Association For Financial Professionals, located in Bethesda, Maryland, is a renowned professional society representing finance executives worldwide. With a team of 57 employees, it offers certification and education programs for finance professionals. The Certified Treasury Professional (CTP) exam was administered to approximately 2,300 candidates, and 450 parts of the Corporate Financial Planning and Analysis (FP&A) exam were delivered. Additionally, around 2,900 CTPs and 230 FP&As, who met the requirement for continuing professional education credits over a three-year period, were recertified. The Association conducts workshops, webinars, and seminars on various topics in corporate finance to stay at the forefront of the finance industry and be the preferred global resource and advocate for the finance profession.


Official website here: www.afponline.org

Is Association For Financial Professionals legitimate?

Association For Financial Professionals is a legitimate nonprofit organization registered as a 501(c)(6) entity. Association For Financial Professionals submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $2,900,660
Professional Fundraising Fees: $0
Other Salaries and Wages: $5,240,808

For more financial information, click here


Official website here: www.afponline.org

What is the mission statement of Association For Financial Professionals?

The Association For Financial Professionals serves as the global representative for finance executives. Its mission is to act as a leading advocate and resource for finance professionals. The organization offers certification and education opportunities, with over 2,300 candidates taking the Certified Treasury Professional exam and approximately 450 parts of the Certified Corporate Financial Planning and Analysis exam administered. Furthermore, around 2,900 Certified Treasury Professionals and 230 Certified Corporate Financial Planning and Analysis professionals were recertified after fulfilling continuing professional education requirements. Workshops, webinars, and seminars were conducted on various topics in corporate finance to promote professional development.


Official website here: www.afponline.org

Who is the CEO of Association For Financial Professionals?

Jeff Glenzer is the Executive Vp, Coo of Association For Financial Professionals. The CEO's salary of Association For Financial Professionals is $999,057 and their total compensation is $1,029,028.


Official website here: www.afponline.org

What is the revenue of Association For Financial Professionals?

Association For Financial Professionals's revenue in 2022 was $20,420,491.


Official website here: www.afponline.org

Who are the executives of Association For Financial Professionals and what are their salaries?

The average compensation at Association For Financial Professionals during 2022 was $142,833. There are 57 employees and 423 volunteers at Association For Financial Professionals.


Here are 26 key members and their salaries (Association For Financial Professionals's CEO's salary is $999,057 and their total compensation is $1,029,028):


James Kaitz (President, Ceo)
  • Compensation: $999,057
  • Related: $0
  • Other: $29,971
Himashi Soriano (Director - Apac)
  • Compensation: $460,409
  • Related: $0
  • Other: $77,179
Patrick Culkin (Executive Vp)
  • Compensation: $372,588
  • Related: $0
  • Other: $33,336
Jeff Glenzer (Executive Vp, Coo)
  • Compensation: $372,587
  • Related: $0
  • Other: $33,183
Francine Hope-Pressley (Chief Financial Officer)
  • Compensation: $255,666
  • Related: $0
  • Other: $22,484
Galina Kozachenko (Md - Strategy, Analytics, Tech)
  • Compensation: $240,707
  • Related: $0
  • Other: $29,783
Kevin Boyle (Dir - Access Sales)
  • Compensation: $246,566
  • Related: $0
  • Other: $17,687
Melissa Rawak (Md - Membership, Mktg, Events)
  • Compensation: $247,652
  • Related: $0
  • Other: $16,330
Justin Barch (Dir - Corp Sales (Thru 3/22))
  • Compensation: $246,566
  • Related: $0
  • Other: $11,489
Bryan Lapidus (Director, Fp&A)
  • Compensation: $202,627
  • Related: $0
  • Other: $18,436
Thomas Hunt (Dir - Treasury Services)
  • Compensation: $175,252
  • Related: $0
  • Other: $12,249
Robert Whitaker Ctp (Chairman Of The Board)
  • Compensation: $0
  • Related: $0
  • Other: $0
Gaileon Thompson Ctp Fpac (Vice Chairman - Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael High Fpac (Vice Chairman - Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Terry Crawford Ctp (Special Advisor To The Bod)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tracy Butler Ctp (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Gina Collis Ctp (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Eric Ellis (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris Fulton Ctp (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
T Jonathan Hall Ctp (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jordan Krugman Ctp (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tamara Saront-Eisner Ctp (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Fred Schacknies Ctp (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matt Skurbe Ctp (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Geetanjali Tandon (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Meredith Vance Ctp (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.afponline.org

Where can I find the form 990 for Association For Financial Professionals?

Association For Financial Professionals's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.afponline.org

Learn more at the official website: www.afponline.org

Mission Statement of Association For Financial Professionals

The Association For Financial Professionals, also known as AFP, is a global professional society dedicated to representing finance executives. Its mission is to serve as the preferred resource and advocate for the finance profession. In pursuit of this goal, AFP offers various opportunities for professional development.

One of AFP's most notable initiatives is the administration of the Certified Treasury Professional (CTP) exam. During a recent period, approximately 2,300 candidates took this exam, and 450 parts of the Certified Corporate Financial Planning and Analysis (FP&A) exam were delivered. Furthermore, around 2,900 Certified Treasury Professionals (CTPs) and 230 FP&As were recertified, having met the requirement for continuing professional education credits over a three-year period.

Moreover, AFP conducts workshops, webinars, and seminars on a range of topics within corporate finance. The organization's commitment to education enables finance professionals to expand their knowledge and enhance their skills, ultimately contributing to the growth and success of their organizations. By providing these resources, AFP solidifies its role as a valuable partner and advocate for the finance profession.

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Impact




October, 2024

The Association for Financial Professionals (AFP) significantly contributes to the finance profession by serving as a leading resource and advocate for finance executives globally. Its focus on professional development is highlighted through the establishment and administration of critical certification programs such as the Certified Treasury Professional (CTP) and the Certified Corporate Financial Planning and Analysis (FP&A) designations. In recent efforts, the CTP exam was administered to around 2,300 candidates, while 450 FP&A exam parts were delivered, underscoring AFP's commitment to advancing the skills and knowledge of finance professionals.

Furthermore, the AFP plays an integral role in continuing education, having recertified approximately 2,900 CTPs and 230 FP&As who met the ongoing professional education requirements. This dedication to education is complemented by a robust offering of workshops, webinars, and seminars across various topics in corporate finance, allowing finance professionals to stay informed and enhance their expertise.

By fostering a community of well-trained and knowledgeable finance executives, the AFP ultimately supports improved financial practices within organizations, leading to better decision-making and strategic planning in the corporate finance landscape.




This information is meant to be a general summary of Association For Financial Professionals. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$20,420,491 (2022)
Expenses
$20,417,379 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $1,503,824
  • Program Service Revenue: $17,529,762
  • Gross Receipts: $25,893,753

Assets and Liabilities:

  • Total Assets: $26,607,143
  • Total Liabilities: $15,734,750
  • Net Assets: $10,872,393

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

CONFERENCES

Revenue

$6,950,924

MEMBERSHIP DUES

Revenue

$4,069,328

PROFESSIONAL DEVELOPMENT

Revenue

$3,423,876

CERTIFICATIONS

Revenue

$2,628,842

COMMUNICATIONS

Revenue

$456,792

Organization Details

Founding Year

1980

Principal Officer

Jeff Glenzer

Main Address

4520 EAST WEST HIGHWAY Suite 800, BETHESDA, MD, 20814

NTEE Category

Code: S41 - Community improvement

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