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)

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 not tax deductible.

Here 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) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Gaileon Thompson Ctp Fpac (Vice Chairman - Treasurer) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Michael High Fpac (Vice Chairman - Secretary) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Terry Crawford Ctp (Special Advisor To The Bod) [Trustee/Director]
  • 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?

    The 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.

    Impact

    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.




    Thursday, August 15, 2024

    The Association for Financial Professionals has a significant impact on finance executives globally by providing professional development opportunities, including certification and education programs such as the Certified Treasury Professional (CTP) exam. They also offer workshops, webinars, and seminars on various corporate finance topics. Through their efforts, approximately 2,900 CTPs and 230 Certified Corporate Financial Planning and Analysis (FP&A) professionals have been recertified, further enhancing their skills and knowledge in the field. This organization serves as a valuable resource and advocate for the finance profession, contributing to the continuous improvement of the finance community worldwide.





    Financials

    This financial information is from Propublica.

    Revenue
    Expenses
    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
  • 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

    If you are a representative of Association For Financial Professionals and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.