Society of Financial Examiners
The professional body of financial examiners, the specialists who audit the solvency of insurers, banks, and credit unions, certifying their competence through the CFE and AFE designations.
Financial profile
Society of Financial Examiners · EIN 23-7327434 · 501(c)(6)
| Fiscal year | Total revenue | Contributions | Program services | Total expenses | Net assets | Year end |
|---|---|---|---|---|---|---|
| FY2023 | $778,393 | $0 | $725,399 | $729,795 | $945,678 | Dec 2023 |
| FY2022 | $660,727 | $0 | $621,700 | $723,478 | $856,187 | Dec 2022 |
| FY2021 | $690,407 | $0 | $660,946 | $618,247 | $1,004,719 | Dec 2021 |
| FY2020 | $751,376 | $0 | $642,756 | $419,162 | $912,537 | Dec 2020 |
| FY2019 | $744,388 | $11,925 | $697,569 | $645,308 | $536,690 | Dec 2019 |
| FY2018 | $638,360 | $0 | $601,627 | $579,465 | $419,962 | 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 Society of Financial Examiners is read alongside.
ACFE
Association of Certified Fraud Examiners
The world's largest anti fraud body, built around one credential, that turns a specialized skill into a…
11 companies named
NAIC
National Association of Insurance Commissioners
The standard setting body of the state insurance regulators, keeper of the model laws and accreditation that…
FMS
Financial Managers Society
A professional society for the finance and accounting leaders of community banks and credit unions, offering…
28 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
FEI
Financial Executives International
The professional association for senior financial executives, CFOs, controllers, and treasurers, and a forum…
10 companies named
Who backs SFE
Every company Society of Financial Examiners 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 |
|---|---|---|
| new_bakertilly_logo-2019.jpg (bakertilly.com) | Meeting sponsor | AAA ACLI APA APPA A +3 |
| cri-logo-2c_002.png (Carr, Riggs & Ingram) | Meeting sponsor | BGACC CCC GFOA GRCC MC |
| davies.png | Meeting sponsor | AAIS RIMS SIIA |
| INS-Logo.jpg (The INS Companies) | Meeting sponsor | Only Society of Financial Examiners, so far |
| Lewis-Ellis.jpg (lewisellis.com) | Meeting sponsor | Only Society of Financial Examiners, so far |
| Noble_Logo_26.jpg (Noble Consulting Services, Inc.) | Meeting sponsor | Only Society of Financial Examiners, so far |
| Risk-&-Regulatory.jpg (riskreg.com) | Meeting sponsor | Only Society of Financial Examiners, so far |
Sources: 1 published list, read September 2026
2026 SOFE Career Development Seminar sponsors. Read September 27, 2026. CDS sponsors only. Logo wall with no alt text; names read from logo file names and link targets, full names confirmed in the 2026 CDS program PDF. Three logos (ER26.jpg, JPLogo26.jpg, WK_H_01 logo) could not be identified from text and were left out.
Who backs Society of Financial Examiners's peers, but not Society of Financial Examiners
Companies named publicly by at least one of Society of Financial Examiners's five peer societies, and not found in Society of Financial Examiners's reviewed public records.
The outside view
The professional body of financial examiners, the specialists who audit the solvency of insurers, banks, and credit unions, certifying their competence through the CFE and AFE designations.
- Authority
- Preserve
- Inward
- Operational
Their shape
The Citadel
Led from the center, built to endure.
The Citadel runs on clarity and decisiveness, its direction held by a strong center the whole organization moves behind. Its gift is speed and coherence, its challenge is leaning too heavily on the few at the middle.
Also reads toward The Guild and The Republic.
Strengths
Not an official page of Society of Financial Examiners. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.