Association For Financial Professionals

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

EIN: 581424769 ✦ Rockville, 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: $3,494,461
Professional Fundraising Fees: $0
Other Salaries and Wages: $5,396,083

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?

James Kaitz is the CEO of Association For Financial Professionals The CEO's salary of Association For Financial Professionals is $1,068,166 and their total compensation is $1,123,771.


Official website here: www.afponline.org

What is the revenue of Association For Financial Professionals?

Association For Financial Professionals's revenue in 2023 was $21,479,373.


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 2023 was $155,974. There are 57 employees and 425 volunteers at Association For Financial Professionals.

Here are 27 key members and their salaries (Association For Financial Professionals's CEO's salary is $1,068,166 and their total compensation is $1,123,771):


James Kaitz (President, Ceo)
  • Compensation: $1,068,166
  • Related: $0
  • Other: $55,605
Himashi Soriano (Director - Apac)
  • Compensation: $502,912
  • Related: $0
  • Other: $92,804
Jeff Glenzer (Executive Vp, Coo)
  • Compensation: $418,053
  • Related: $0
  • Other: $62,661
Patrick Culkin (Executive Vp)
  • Compensation: $417,251
  • Related: $0
  • Other: $62,667
Francine Hope-Pressley (Chief Financial Officer)
  • Compensation: $279,717
  • Related: $0
  • Other: $45,962
Galina Kozachenko (Md - Strategy, Analytics, Tech)
  • Compensation: $271,946
  • Related: $0
  • Other: $51,925
Melissa Rawak (Md - Membership, Mktg, Events)
  • Compensation: $278,756
  • Related: $0
  • Other: $41,761
Kevin Boyle (Dir - Access Sales)
  • Compensation: $245,382
  • Related: $0
  • Other: $40,983
Bryan Lapidus (Director, Fp&A)
  • Compensation: $224,028
  • Related: $0
  • Other: $37,797
Biniam Dawit (Dir - Training Programs)
  • Compensation: $205,879
  • Related: $0
  • Other: $38,878
Diane Harris (Dir - It & Project Mgmt Office)
  • Compensation: $201,970
  • Related: $0
  • Other: $19,852
Michael High Fpac (Chairman)
  • Compensation: $0
  • Related: $0
  • Other: $0
Gina Collis Ctp (Vice Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Geetanjali Tandon (Vice Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Terry Crawford Ctp (Special Counsel To The Bod)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeff Altman (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tracy Butler Ctp (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joel Campbell (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Eric Ellis (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Susan Glass Ctp (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Terri Mimms Ctp Fpac (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sassan Parandeh 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
Gaileon Thompson Ctp Fpac (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Meredith Vance Ctp (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
May Vang 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 2023 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
$21,479,373 (2023)
Expenses
$21,748,156 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $577,119
  • Program Service Revenue: $21,189,460
  • Gross Receipts: $28,150,012

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

$10,231,986

MEMBERSHIP DUES

Revenue

$4,253,009

PROFESSIONAL DEVELOPMENT

Revenue

$3,499,248

CERTIFICATIONS

Revenue

$2,873,776

COMMUNICATIONS

Revenue

$331,441

Organization Details

Founding Year

1980

Principal Officer

Jeff Glenzer

NTEE Category

Code: S41 - Community improvement

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