Organizations Filed Purposes:
TO BE THE PREFERRED GLOBAL RESOURCE AND ADVOCATE FOR THE FINANCE PROFESSION.
THE PROFESSIONAL SOCIETY THAT REPRESENTS FINANCE EXECUTIVES GLOBALLY. THE ASSOCIATION ESTABLISHED AND ADMINIST- ERS THE CERTIFIED TREASURY PROFESSIONALS AND (CONTINUED ON SCHEDULE O)
ANNUAL CONFERENCE: PREMIER NETWORKING AND EDUCATIONAL EVENT INCLUDING MORE THAN 130 WORKSHOPS, PEER REVIEWED LECTURES, AND PRESENTATOINS ON CORPORATE FINANCIAL MANAGEMENT TOPICS SUCH AS TREASURY AND CASH, BANK RELATIONSHIPS, LIQUIDITY, WORKING CAPITAL, PAYMENTS, FINANCIAL PLANNING AND ANALYSIS, AND PENSION AND EMPLOYEE PLANS. ATTENDANCE AT THE ANNUAL CONFERENCE WAS IN EXCESS OF 6,000 CORPORATE PRACTITIONERS, ASSOCIATES, AND ACADEMICS.
PROFESSIONAL DEVELOPMENT: INCLUDES CERTIFICATION AND EDUCATION. THE CERTIFIED TREASURY PROFESSIONAL (CTP) EXAM WAS ADMINISTERED TO APPROXIMATELY 1500 CANDIDATES AND 500 CERTIFIED CORPORATE FINANCIAL PLANNING AND ANALYSIS (FP&A) EXAM PARTS WERE DELIVERED. IN ADDITION, APPROXIMATELY 2400 CTPS, WHO MET THE REQUIREMENT FOR CONTINUING PROFESSIONAL EDUCATION CREDITS OVER A THREE-YEAR PERIOD, WERE RECERTIFIED. EDUCATION: CONDUCTED WORKSHOPS, WEBINARS AND SEMINARS ON A VARIETY OF TOPICS IN CORPORATE FINANCE.
COMMUNICATIONS: PUBLISHED MONTHLY NEWSLETTERS AND FOUR ISSUES OF EXCHANGE MAGAZINE WITH TOPICS COVERING ECONOMICS, CORPORATE PAYMENTS, RISK AND FINANCIAL MANAGEMENT, CAREER DEVELOPMENT, AND LEGAL AND REGULATORY DEVELOPMENTS.
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 |
|---|
| James Kaitz | President, CEO | 50 | $1,045,488 |
| Patrick Culkin | Executive VP | 50 | $347,919 |
| Jeff Glenzer | Executive VP, COO | 50 | $321,953 |
| Elizabeth Gunzel | MD - People & Training | 40 | $235,044 |
| Melissa Rawak | MD-Membership, Mktg, Events | 50 | $229,840 |
| Donna Berzellini | MD - Learning & Development | 40 | $214,015 |
| Kevin Boyle | Dir - Access Sales | 40 | $208,956 |
| Justin Barch | Dir - Corp Sales | 40 | $208,523 |
| Galina Kozachenko | MD-Strategy, Analytics, Tech | 50 | $199,827 |
| Joseph Desalvio | CFO | 50 | $184,290 |
| Timothy Eagan | Corp Sales Executive | 40 | $174,085 |
| Thomas Hunt | Dir - Treasury Services | 40 | $169,629 |
| Raheim Swann | Corp Sales Executive | 40 | $159,355 |
| Meredith Vance Ctp | Director | 5 | $0 |
| Gaileon Thompson Ctp Fpa | Director | 5 | $0 |
| Matthew Skurbe Ctp | Director | 5 | $0 |
| Fred Schacknies | Director | 5 | $0 |
| Tamara Saront-Eisner Ctp | Director | 5 | $0 |
| Joan Piscitello Ctp | Director | 5 | $0 |
| Ferdinand Jahnel Ctp | Director | 5 | $0 |
| Michael High Fpa | Director | 5 | $0 |
| T Jonathan Hall Ctp | Director | 5 | $0 |
| Chris Fulton Ctp | Director | 5 | $0 |
| Irena Barisic Fpa | Director | 5 | $0 |
| Jeff Johnson Ctp Cpa | Past Chairman | 5 | $0 |
| Jordan Krugman Ctp | Vice Chairman - Secretary | 5 | $0 |
| Terry Crawford Ctp | Vice Chairman - Treasurer | 5 | $0 |
| Robert Whitaker Ctp | Chairman of the Board | 5 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202041359349303379_public.xml