: qualifications for FEI membership

FEI members must hold an eligible position and be employed by a company which meets one of these criteria:

• $5 million in net worth, or
• $15 million in capital (combined net worth & long-term debt), or
• $20 million in operating expense.
• Banking institutions must have $500 million in total assets.
• Government corporations/authorities must have $100 million total assets.

SEC-Registered Companies: The Chief Financial Officer of any SEC-registered company is eligible for membership regardless of company size.

Assistant Financial Executive: Requirement is 4x criterion for financial executive. So an assistant controller or assistant treasurer of a company with $80 million of operating expenses or $20 million of net worth is eligible.

Subsidiary, Division or Subdivision: Requirement is the same criterion as parent company. For example, the CFO/Controller/Treasurer etc. of a subsidiary with $20 million in operating expenses is qualified.

Senior Specialist: Applicant must be employed by a company with $1 billion in revenues or $250 million of employee benefit investments under management, or a banking institution with $20 billion in assets.

Audit Committee Member: Applicant must serve on Audit Committee of a company that meets FEI size criteria.

Academic: Only educators with the academic rank of dean, assistant dean, professor or associate professor are eligible. Assistant professors are not eligible for membership.

Typical titles*: CFO, Controller, Assistant Controller, Treasurer, Assistant Treasurer, VP-Finance, General Auditor, VP-Investor Relations, VP-Planning and Analysis, VP-Pension Fund Investments, VP-Taxes, Director of Taxes or Treasury or Accounting or Finance, Chief Accounting Officer, Member - Audit Committee.

*Discretionary applications outside the above parameters may be made directly to FEI. Email the Membership Department at membership@FinancialExecutives.org.