Financial Managers Society
A professional society for the finance and accounting leaders of community banks and credit unions, offering the specialized education and peer network that the back office of a financial institution rarely finds elsewhere.
Financial profile
Financial Managers Society · EIN 36-2602578 · 501(c)(6)
| Fiscal year | Total revenue | Contributions | Program services | Total expenses | Net assets | Year end |
|---|---|---|---|---|---|---|
| FY2023 | $1,509,768 | $0 | $1,497,588 | $1,259,587 | $993,703 | Dec 2023 |
| FY2022 | $1,651,607 | $0 | $1,624,634 | $1,107,197 | $743,522 | Dec 2022 |
| FY2021 | $1,479,772 | $92,332 | $1,353,812 | $775,219 | $203,785 | Dec 2021 |
| FY2020 | $1,198,588 | $0 | $1,193,059 | $1,045,204 | $-500,768 | Dec 2020 |
| FY2019 | $1,970,971 | $0 | $1,860,655 | $2,223,607 | $-654,152 | Dec 2019 |
| FY2018 | $1,875,200 | $16,642 | $1,850,942 | $2,444,571 | $-375,110 | Dec 2018 |
Figures exactly as reported. A blank cell was blank on the form. The fiscal year links to the filing.
Peer societies
Five societies Financial Managers Society is read alongside.
BAI
Bank Administration Institute
The nonprofit organization providing research, training, and benchmarking that helps the financial services…
18 companies named
AFP
Association for Financial Professionals
The standard-setting body for corporate treasury and financial planning, best known for credentials that…
196 companies named
SFE
Society of Financial Examiners
The professional body of financial examiners, the specialists who audit the solvency of insurers, banks, and…
7 companies named
PRMIA
Professional Risk Managers' International Association
A global professional community defining what it means to be a competent risk manager
FEI
Financial Executives International
The professional association for senior financial executives, CFOs, controllers, and treasurers, and a forum…
10 companies named
Who backs FMS
Every company Financial Managers Society names publicly as a supporter, exactly as published. Companies also named by other associations on Sociogene come first.
| Company | Support as published | Also named by |
|---|---|---|
| crowe-web | Corporate partner | A BAI CBA CLI FSI +3 |
| fis | Exhibitor | ABA ASCU AFP CAS CBA +3 |
| fiserv-logo | Corporate partner | ABA AFP BPAA CBA ETA +3 |
| intrafi-logo | Exhibitor | ABA AFP CBA CDBA GFOA +3 |
| stifel-corporate-logo | Exhibitor | ASCU CDFA CUNA GFOA GKCCC +3 |
| abrigo-logo | Exhibitor | ABA ACFCS CBA CDBA KBA +1 |
| fhn-financial | Corporate partner | ASCU CBA CUNA KBA NAFIC +1 |
| jack-henry-wordmark | Exhibitor | ABA CBA CBA ICBA KBA |
| profitresources-logo | Exhibitor | ABA IBA KBA NBA |
| deluxe-logo | Exhibitor | AFP CBA IBAT |
| berrydunn-logo | Exhibitor | GFOA NEC |
| ptma-funding-logo | Exhibitor | ABA ICBA |
| stonecastle-logo | Exhibitor | ABA KBA |
| bakernewmannoyes | Meeting sponsor | GMCC |
| cantor-logo | Corporate partner | SFA |
| arcsys-technologies | Exhibitor | Only Financial Managers Society, so far |
| bankbi | Corporate partner | Only Financial Managers Society, so far |
| chatham | Exhibitor | Only Financial Managers Society, so far |
| costperform-logo | Exhibitor | Only Financial Managers Society, so far |
| empyrean-web | Corporate partner | Only Financial Managers Society, so far |
| fhn | Meeting sponsor | Only Financial Managers Society, so far |
| invictus-analytics-logo | Corporate partner | Only Financial Managers Society, so far |
| nationalcdrateline-logo | Exhibitor | Only Financial Managers Society, so far |
| plansmith-logo | Exhibitor | Only Financial Managers Society, so far |
| simplicd | Exhibitor | Only Financial Managers Society, so far |
| strata | Meeting sponsor | Only Financial Managers Society, so far |
| strata-axiom-logo | Corporate partner | Only Financial Managers Society, so far |
| trintech-logo | Exhibitor | Only Financial Managers Society, so far |
Sources: 3 published lists, read September 2026
2026 East Coast Regional Conference sponsors. Read September 27, 2026. East Coast Regional Conference sponsors only. Names read from logo image file names; logos whose file names did not clearly identify a company were not recorded.
2026 FMS Forum exhibitors and sponsors. Read September 27, 2026. 2026 FMS Forum exhibitor and sponsor logo wall, shown on the 2027 Forum exhibit/sponsor page. Names read from logo image file names; logos whose file names did not clearly identify a company were not recorded.
FMS Partner Program partners. Read September 27, 2026. Current Premier Partners and Partners. Names read from logo image file names; logos whose file names did not clearly identify a company were not recorded.
Who backs Financial Managers Society's peers, but not Financial Managers Society
Companies named publicly by at least one of Financial Managers Society's five peer societies, and not found in Financial Managers Society's reviewed public records.
The outside view
A professional society for the finance and accounting leaders of community banks and credit unions, offering the specialized education and peer network that the back office of a financial institution rarely finds elsewhere.
- Consensus
- Preserve
- Inward
- Operational
Their shape
The Guild
Where mastery is the price of belonging.
The Guild is the keeper of a craft and its standards, where belonging means meeting a real bar. Its gift is depth and trusted expertise, its challenge is opening up to newcomers and new ways.
Also reads toward The Republic and The League.
Strengths
Not an official page of Financial Managers Society. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.