Guidelines for FEI Membership

Membership in FEI consists of two parts: membership in the worldwide Financial Executives International organization itself, plus membership in a local chapter such as the Silicon Valley Chapter. FEI and local chapters are tightly linked, and belonging to the parent organization is a required element for membership in any local chapter. Initial dues for each organization are billed separately; annual dues can subsequently be paid together through the local chapter website. Please refer to the "Download Membership Form" link to view the current annual dues structure for each organization, as well as discounted dues available to new members for various levels of membership in FEI itself and in the Silicon Valley Chapter of FEI.

EXECUTIVE MEMBERSHIP

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 or serve on an audit com­mit­tee as his/her profession.

Typical 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, Audit Committee mem­ber, Senior-Level Specialists

Qualifying Company Criteria

• $5 mil­lion in net worth, or
• $15 mil­lion in cap­i­tal (com­bined net worth and long-term debt), or
• $25 mil­lion or more in annual revenues.
• $20 mil­lion in oper­at­ing expenses
• $500 mil­lion in total assets (Financial institutions)
• $100 mil­lion total assets (Government cor­po­ra­tions / authorities).

Individuals employed as con­sul­tants for ser­vice providers typ­i­cally do not qual­ify. If an appli­cant does not hold a typ­i­cal qual­i­fy­ing title, an appli­cant may qual­ify as an Executive mem­ber if their duties and respon­si­bil­i­ties fall under the fol­low­ing guidelines:

Assistant Financial Executives — Assistant Financial Executives must report to the CFO, Vice President – Finance, Controller or Treasurer and per­form (on a shared basis) the duties and respon­si­bil­i­ties of a finan­cial executive.

Senior-Level Specialists — Senior-level Specialists must be the senior policy-making offi­cial respon­si­ble for Internal Audit, Tax Administration, Planning and Business Development, Risk Management, Management of Retirement Funds and Investments, Management of Investor Relations or Employee Benefits Administration. The Senior-level Specialist’s com­pany must have rev­enues in its most cur­rent fis­cal year of $100 mil­lion or more, or $2 bil­lion or more in assets if a finan­cial institution.

Qualifying Company Criteria — Assistant Financial Executives/Senior-Level Specialists — Requirement is 4X cri­te­rion for finan­cial exec­u­tives. For exam­ple, an assis­tant con­troller or assis­tant trea­surer of a com­pany with $80 mil­lion of oper­at­ing expenses or $20 mil­lion of net worth is eli­gi­ble. Applicants must be employed by a com­pany with $100 mil­lion in rev­enues, or $250 mil­lion of employee ben­e­fits invest­ments under man­age­ment, or a finan­cial insti­tu­tion with $2 bil­lion in assets

ASSOCIATE MEMBERSHIP

Associate mem­bers will enjoy all the rights, priv­i­leges and ser­vices of FEI mem­ber­ship, with the excep­tion of ser­vice as a National or Chapter Officer, or ser­vice on National Committees. Membership in the Associate cat­e­gory is lim­ited to ten (10) years if dur­ing this term the mem­ber has not advanced to a position/title that qual­i­fies for mem­ber­ship in the Executive cat­e­gory. Applicants for Associate mem­ber­ship must meet the spec­i­fied require­ments, and must hold a FEI qual­i­fy­ing title.

Typical Qualifying Titles

Assistant Controller, Assistant Treasurer (from firms with rev­enues of $25 mil­lion up to $100 mil­lion. At $100 mil­lion or greater, qual­ify for Executive cat­e­gory of membership).

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

Qualifying Company Criteria

• $5 mil­lion in net worth, or
• $15 mil­lion in cap­i­tal (com­bined net worth and long-term debt), or
• $25 mil­lion or more in annual revenues.
• $20 mil­lion in oper­at­ing expenses
• $500 mil­lion in total assets (Financial institutions)
• $100 mil­lion total assets (Government cor­po­ra­tions / authorities).

Other Qualifying Criteria

• Minimum of seven (7) years work expe­ri­ence in the finance profession
• Minimum four (4) year University/College degree (Bachelors); ver­i­fi­ca­tion required.

*Discretionary appli­ca­tions out­side the above para­me­ters may be made directly to FEI. Email the Membership Department at info@feisv.org.