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Welcome to Financial Executives International, the preeminent association for CFOs and other senior finance executives. FEI provides
networking, advocacy and timely updates and CPE on financial management and reporting; Sarbanes-Oxley Act compliance; regulatory updates
from the SEC, FASB, PCAOB and IASB; as well as career management and executive-level and other finance & accounting jobs.
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Chapter Reports

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Chapter Reports - Samples

The below samples have been provided by the Headquarters.

 

Weekly Activity Reports

This report is distributed weekly to each Chapter and indicates all new elections, reinstatements, category transfers, Chapter transfers and severances.

 

 

Weekly Fiscal Year Summary Totals by Chapter Report

This report is distributed weekly to each Chapter and shows Fiscal Year totals by membership category.

 

 

Monthly In-transition Report

This report is distributed monthly to each Chapter and lists current members who are in-transition.

 

 

Monthly Membership Opportunity Report

This report provides a year-to-date (YTD) count of all members assigned to your Chapter by Headquarters who have paid their Chapter dues, all members who have recently been assigned to your Chapter within the last 30 days (either new or transfer),  and all members assigned to your Chapter by Headquarters who are not currently paying local Chapter dues.

 

If you have a best practices piece that you would like to share with other Chapters, please email a PDF copy to the Membership Department.

 

 

 

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