FINANCIAL MANAGERS SOCIETY
1 North LaSalle Street No 2225, Chicago, IL 60602 www.fmsinc.org

Total Revenue
$1,875,200
Total Expenses
$2,444,571
Net Assets
$-375,110

Organizations Filed Purposes: The Society's members are primarily executives of financial institutions. The objectives of the Society are to further the professional development and to promote high standards of practice for its members. To accomplish these objectives, the Society sponsors educational seminars and conferences and publishes educational materials.

Promote high standards of financial management & further professional development of members.

The Society conducts an annual Finance and Accounting Forum which attracts 500-600 people for over 30 sessions of educational programming and a business trade show consisting of 60-70 exhibitor booths. The program offers specific educational sessions for all the major segments of the FMS membership: CFOs, Controllers, Risk Managers and Internal Auditors, Treasurers and Investment Officers, and CEOs.

The Society yearly offers between 24 and 27 two-day seminars/workshops on topics of import to various segments of the membership. Designed as intense, comprehensive educational sessions, the programs are CPE rich, and with typically only one to two presenters, highly interactive, practical, and hands on. Included in the seminar lineup is a five day Financial Managers School at a continuing education center in Wisconsin which immerses participants in the art of asset/liability management within financial institutions.

Complementing its series of seminars and workshops, the Society also offers approximately forty 75 minute webinars on topics of interest to the membership.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Danielle HollandPresident40$194,183
John WestwoodImmediate Past Chair thru 6/181$0
Dustin A Cuttriss CpaCouncil Chair1$0
Benjamin BraunCouncil Chair1$0
Scott BaranowskiCouncil Chair1$0
Sally KaldasCouncil Chair1$0
Larry SorensenDirector at Large1$0
Robert B SegalDirector at Large1$0
Jerry RitzertDirector at Large1$0
Liliana Miranda CpaDirector at Large1$0
Kirsten HayesDirector at Large since 6/1$0
Robert A FertittaDirector at Large1$0
Gregory Derderian CpaDirector at Large1$0
Mary Mcgovern CpaDirector at Large1$0
John A Carrozza CpaDirector at Large1$0
Darrell E Blocker CpaImmediate Past Chair since1$0
Michael GuglielmoVice Chairman since 6/181$0
Steven M Fusco Cma CfmChair since 6/18 (VC thru 6/18)1$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/201923119349302547_public.xml