membership criteria

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Membership Qualifications

 

Executive Membership Category

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.
 
Typically 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, and Audit Committee member*
 
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


* excludes professionals currently employed by audit firms, consulting firms and service providers


Qualifying Company Criteria
$2 million in net worth, or
$6 million in capital (combined net worth and long-term debt), or
$10 million or more in annual revenues.
$8 million in operating expenses
$200 million in total assets (Financial institutions)
$40 million total assets (Government corporations / authorities).
 

 

Academic Membership Category

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 Category

Applicants or membership category transfers for In-Transition membership must be unemployed and must register with Headquarters’ Membership Department for Career Management services. Membership in the In-Transition category is open to applicants who have held a qualifying position (refer to Qualifications for Membership) during the past 5 years. All applications must be accompanied by a current resume and proof of former employment (business card, personalized company letterhead, or pay-stub with confidential information removed).
 
Members may remain in the category for two consecutive years at the specified reduced dues rate. All members in the In-Transition category of membership will be invoiced annually for full Executive category dues rate and must qualify yearly for reduced dues consideration. In-Transition membership records cannot reflect business contact information, and all business-related information will be removed. Any member considering In-Transition membership should contact Headquarters to determine eligibility.
 
 

Government / Military Membership Category

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.