FEI Santa Clara Valley
 




 
Membership Information

FEI is designed for financial officers of public and private companies worldwide. In general, membership is designed for the senior-level professional corporate financial officer - typically the CFO, controller and treasurer. In medium to large-sized companies, the assistant controller or assistant treasurer can also become active in FEI.

After you join the Financial Executives International (FEI) organization, you are invited and encouraged to join the Arizona Chapter of FEI.  Over 100 Senior Financial Executives are members of the Arizona Chapter.  Local Chapter membership gives you an excellent opportunity to meet and develop relationships with area CFOs and business leaders. 

The Chapter conducts monthly dinner meetings and social events from September through May.  Dinner meetings are held in Central Phoenix (7th Street and Thomas) on the second Tuesday of the month.  A topical program offering one hour of CPE credit precedes each dinner meeting.  Dinner is accompanied by a presentation from our invited speaker.  Previous speakers have included the retired Chairman of FASB, prominent CEOs and business leaders, representatives from NASDAQ and the NYSE, as well as prominent politicians presenting on current business and economic issues.

Annual dues for the 2007-08 year are $285 and cover both Arizona Chapter dues and the dinner costs for the monthly meetings.  You must become a member of our National FEI Organization to be eligible for membership in the Arizona Chapter.

If you have questions regarding Arizona Chapter membership, please contact Mike Tully, Membership Chair, or e-mail feiaz-admin@cox.net.  We look forward to having you join us at future meetings.

WHAT WE EXPECT OF OUR MEMBERS
FEI sets very high standards for its membership. Our members are
expected to adhere to our Code of Ethics.

WONDERING IF YOU QUALIFY?
FEI members must 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 or a company with $80 million of operating expenses of $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.

Typical titles - A Short Sampling of FEI Members: 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.

APPLY NOW!

Questions?
If you'd like more information about joining FEI National, please contact
Membership at
973/765-1000 or go to the web site at fei.org.

If you'd like information about joining the Arizona Chapter, please contact the Membership Committee via e-mail at feiaz-admin@cox.net.

 

 

© Copyright 2001 - Financial Executives International / Arizona Chapter