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
Name | Title | Hours Per Week | Total Salary |
Danielle Holland | President | 40 | $194,183 |
John Westwood | Immediate Past Chair thru 6/18 | 1 | $0 |
Dustin A Cuttriss Cpa | Council Chair | 1 | $0 |
Benjamin Braun | Council Chair | 1 | $0 |
Scott Baranowski | Council Chair | 1 | $0 |
Sally Kaldas | Council Chair | 1 | $0 |
Larry Sorensen | Director at Large | 1 | $0 |
Robert B Segal | Director at Large | 1 | $0 |
Jerry Ritzert | Director at Large | 1 | $0 |
Liliana Miranda Cpa | Director at Large | 1 | $0 |
Kirsten Hayes | Director at Large since 6/ | 1 | $0 |
Robert A Fertitta | Director at Large | 1 | $0 |
Gregory Derderian Cpa | Director at Large | 1 | $0 |
Mary Mcgovern Cpa | Director at Large | 1 | $0 |
John A Carrozza Cpa | Director at Large | 1 | $0 |
Darrell E Blocker Cpa | Immediate Past Chair since | 1 | $0 |
Michael Guglielmo | Vice Chairman since 6/18 | 1 | $0 |
Steven M Fusco Cma Cfm | Chair 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