EXECUTIVE MEMBERSHIP
New Members
$495 (annual membership dues) + $250 (one-time application fee) = $745 (standard dues rate)
Local chapter dues are an additional fee and vary by chapter.
Renewing Members
$495 (standard annual renewal dues rate)
Local chapter dues are an additional fee and vary by chapter.
ASSOCIATE MEMBERSHIP
New Members
$495 (annual membership dues) + $250 (one-time application fee) = $745 (standard dues rate)
Local chapter dues are an additional fee and vary by chapter.
Renewing Members
$495 (standard annual renewal dues rate)
Local chapter dues are an additional fee and vary by chapter.
Read Associate Membership FAQs here »
ACADEMIC MEMBERSHIP
$150 (standard annual dues rate; no application fee)
Applicants for Academic membership must be a practicing educator in the field of accounting, business or finance and hold academic rank of a Dean, Assistant Dean, Professor, Associate Professor or Assistant Professor.
IN-TRANSITION MEMBERSHIP
GOVERNMENT/MILITARY MEMBERSHIP
$195 (standard annual dues rate; no application fee)
This category is open to all senior financial executives who serve in a finance, accounting, budget, or treasury position for a local, state, or federal government agency, department, bureau or office. Applicants for this category should have direct responsibility over budgetary expenditures of at least $25 million.
EXECUTIVE MEMBERSHIP
The Executive membership category is open to those executives who perform some or all of the duties of a financial executive, as defined by FEI and who serve companies of sufficient size to meet FEI’s qualifications. Applicants for Executive membership must meet the specified requirements, and must hold a FEI qualifying title or serve on an audit committee as his/her profession.
Typical Qualifying Titles
Chief Financial Officer, Chief Accounting Officer, Controller, Treasurer, Vice President of Finance, Vice President of Planning and Analysis, Vice President of Taxes, Vice President of Pension Fund Investments, Vice President of Risk Management, Director of Finance, Taxes, Treasury, Accounting, Audit Committee member, Senior-Level Specialists
Qualifying Company Criteria
- $5 million in net worth, or
- $15 million in capital (combined net worth and long-term debt), or
- $25 million or more in annual revenues.
- $20 million in operating expenses
- $500 million in total assets (Financial institutions)
- $100 million total assets (Government corporations / authorities).
Individuals employed as consultants for service providers typically do not qualify. If an applicant does not hold a typical qualifying title, an applicant may qualify as an Executive member if their duties and responsibilities fall under the following guidelines:
Assistant Financial Executives - Assistant Financial Executives must report to the CFO, Vice President – Finance, Controller or Treasurer and perform (on a shared basis) the duties and responsibilities of a financial executive.
Senior-Level Specialists - Senior-level Specialists must be the senior policy-making official responsible for Internal Audit, Tax Administration, Planning and Business Development, Risk Management, Management of Retirement Funds and Investments, Management of Investor Relations or Employee Benefits Administration. The Senior-level Specialist’s company must have revenues in its most current fiscal year of $100 million or more, or $2 billion or more in assets if a financial institution.
Qualifying Company Criteria - Assistant Financial Executives/Senior-Level Specialists
- Requirement is 4X criterion for financial executives. For example, an assistant controller or assistant treasurer of a company with $80 million of operating expenses or $20 million of net worth is eligible. Applicants must be employed by a company with $100 million in revenues, or $250 million of employee benefits investments under management, or a financial institution with $2 billion in assets
ASSOCIATE MEMBERSHIP
Associate members will enjoy all the rights, privileges and services of FEI membership, with the exception of service as a National or Chapter Officer, or service on National Committees. Membership in the Associate category is limited to ten (10) years if during this term the member has not advanced to a position/title that qualifies for membership in the Executive category. Applicants for Associate membership must meet the specified requirements, and must hold a FEI qualifying title.
Typical Qualifying Titles
Assistant Controller, Assistant Treasurer (from firms with revenues of $25 million up to $100 million. At $100 million or greater, qualify for Executive category of membership).
Senior Manager or Manager:
Accounting, Auditing (General/Internal), Borrowing & Investments, Budget, Cash, Collections, Compliance, Country, Credit, Finance, Corporate Finance, International Finance, Project Finance, Trade Finance, Financial Analysis, Financial Planning & Analysis, Financial Reporting, Foreign Exchange, Investor Relations, Planning, Pension & Investment, Risk, Tax, Treasury
Qualifying Company Criteria
- $5 million in net worth, or
- $15 million in capital (combined net worth and long-term debt), or
- $25 million or more in annual revenues.
- $20 million in operating expenses
- $500 million in total assets (Financial institutions)
- $100 million total assets (Government corporations / authorities).
Other Qualifying Criteria
- Minimum of seven (7) years work experience in the finance profession
- Minimum four (4) year University/College degree (Bachelors); verification required.
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