Membership

Northern Ohio AFP was founded in the late 1970s and is a not-for-profit professional association serving financial professionals in northeast Ohio. Northern Ohio AFP is affiliated with the Association for Financial Professionals, based in Bethesda, Maryland.

The Northern Ohio AFP holds monthly luncheon meetings in the Cleveland, Ohio area, conducts periodic training and educational seminars, an annual summer fun outing, winter holiday party, and academic scholarship. Our signature event is a major one day educational symposium held each year, called the Idea Exchange.

Membership Benefits

• Opportunities to expand your knowledge through educational conferences, seminars, and monthly luncheons featuring the latest treasury and financial management topics.
• Continuing education credits for the AFP Certified Treasury Profession (CTP), Certified Cash Manager (CCM), Certified Corporate Financial Planning and Analysis Professional (FP&A) and Certified Public Accountant (CPE) programs.
• Earn 1 additional CTP credit per year for being a Northern Ohio AFP member.
• Earn 4 additional CTP credits per year for Northern Ohio AFP Board members.
• Network with colleagues through various social and business activities that allow you to share your expertise, express your professional opinion, and build a reputation within the industry.
• Preferred pricing for events.
• Affiliation with the national Association for Financial Professionals (AFP), which provides up-to-date notification of national issues, industry standards, regulatory concerns, and employment opportunities. NOTE: AFP Membership is separate from Northern Ohio AFP membership.
• Unrestricted access to the Northern Ohio AFP website (including MEMBERS ONLY sections) that gives you access to the Treasury and financial professional community as well as the latest trends and insights on the financial industry.
• Search current job postings specifically geared towards treasury, investment, financial management and financial services professions.

Membership Term

Our annual membership period runs for one year from date of registration.

Membership Options:

1. Standard Membership:

• Corporate Practitioner $100
  • Available to Corporate Practitioners, Educators and Retirees
    
  • Annual Membership
  • Discounted registration rate for monthly breakfast/luncheon meetings, annual Idea Exchange and summer networking event

• Partner $200
  • Available to Banking Partners and Third Party Service Providers  
  • Annual Membership
  • Discounted registration for monthly breakfast/luncheon meetings, annual Idea Exchange and summer networking event   

2. Premier Membership:

• Corporate Practitioner $225
  • Available to Corporate Practitioners, Educators and Retirees

  • Annual membership

  • Registration for all monthly breakfast/luncheon meetings

  • Discounted registration for annual Idea Exchange and summer networking event

  • Complimentary guest registration to a monthly breakfast/luncheon meetings*
           

• Partner $300
  • Available to Banking Partners and Third Party Service Providers  
  •  Annual membership
  •  Registration for all monthly breakfast/luncheon meetings

  • Two complimentary guest registration to a monthly breakfast/luncheon meetings**

  • Discounted registration for annual Idea Exchange and summer networking event

  • Northern Ohio AFP will further recognize Partners throughout the year -- Company logo and Company Bio will be showcased on the website.

*Same guest can only attend one time
**Must be a Corporate Practitioner, can only attend one time.

Membership Information

For further information on becoming a member of Northern Ohio AFP, please contact us membershipchair@northernohioafp.org

Membership Guidelines

Membership is restricted to individuals having responsibility for Treasury Management functions within his or her organization and/or Associates whose primary job responsibilities are those of supplying goods or services to the treasury management function. Membership is also extended to individuals employed by a post-secondary educational institution whose duties involve teaching or research in matters related to treasury and financial management. (Membership is extended to out-of-state individuals if their employer/company maintains a satellite office or branch within Northeastern Ohio.)

(Reprinted from Northern Ohio AFP Bylaws section II.)

Join Today!

Prospective members can join today by clicking here.