named programs · 3 · from sources
what they call their work
CFO of the Year Awards
Annual gala recognizing and honoring outstanding chief financial officers from Arizona-based companies across multiple categories including public, private, nonprofit, and sponsor-nominated organizations.
Controller of the Year Awards
Annual program recognizing excellence among controllers in Arizona organizations, with nominations accepted each fall for the following year’s awards.
Monthly Dinner Meetings
Regular gatherings held from September to May featuring CPE sessions, cocktail receptions, dinner, and guest speakers to facilitate networking and professional development for financial executives.
activities · 4 groups
what they do
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Professional Excellence Awards Administration 6 activities
- Administer the Controller of the Year AwardsThe organization accepts nominations for and awards the Controller of the Year award to multiple individuals annually, recognizing outstanding controllers.
- Administer the Controller of the Year AwardsThe organization accepts nominations for and awards the Controller of the Year award to multiple individuals annually, recognizing outstanding controllers.
- Annual CFO of the Year Awards galaHosts an annual gala to recognize outstanding chief financial officers from Arizona companies, with public recognition of winners each year (e.g., 2016–2025), including awardees such as Lindsay McMahon, Maureen Musselman, and Michael Marion.
- Controller of the Year Award programAdministers an annual Controller of the Year Award, accepting nominations and recognizing awardees each year, including recipients such as Katherine McMillan (2024), Daniel Krause (2023), and Xavier Villa (2022).
- Host the annual CFO of the Year Awards galaThe organization hosts an annual CFO of the Year Awards gala to recognize outstanding chief financial officers from Arizona companies, accepting nominations and awarding multiple individuals each year.
- Host the annual CFO of the Year Awards galaThe organization hosts an annual CFO of the Year Awards gala to recognize outstanding chief financial officers from Arizona companies, accepting nominations and awarding multiple individuals each year.
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Professional Association Conferences & Events 3 activities
- Host monthly dinner meetings with CPE sessions and guest speakersThe organization hosts monthly dinner meetings from September through May, which include Continuing Professional Education (CPE) sessions, networking opportunities, chapter business discussions, and presentations by guest speakers.
- Host monthly dinner meetings with CPE sessions and guest speakersThe organization hosts monthly dinner meetings from September through May, which include Continuing Professional Education (CPE) sessions, networking opportunities, chapter business discussions, and presentations by guest speakers.
- Local networking and professional collaboration for financial executivesFacilitates local-level connection and collaboration among financial executives through chapter-based events and programming, including the Arizona Chapter's monthly dinner meetings from September through May that feature CPE sessions, guest speakers, and networking opportunities.
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Business Networking Events 2 activities
- Organize networking opportunities for financial professionalsThe organization provides over 100 networking opportunities each year for financial executives to connect and collaborate at a local level.
- Organize networking opportunities for financial professionalsThe organization provides over 100 networking opportunities each year for financial executives to connect and collaborate at a local level.
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Professional Networking & Leadership Development 1 activity
- National membership benefits and networkingProvides benefits and services to over 10,000 financial professionals globally, supported by a network of more than 50 chapters across the United States, and offers over 100 networking opportunities annually.
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financials · form 990 · fy2021
revenue
Total revenue$156K
Contributions & grants$00%
Program service revenue$156K100%
Investment income$140%
Other revenue$0
expenses
Total expenses$200K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$0
Grants paid out$3K
Largest expense lineProfessional Fees
balance sheet
Total assets$221K
Cash$217K
Investments$0
Liabilities$800
Net assets$220K
Liquid reserves13.0 mo
3 years on record · 2019–2021 · YoY revenue +86.8%
leadership · form 990 part vii · fy2021
who runs it
board members · 16
- ADAM MILLER — TREASURER
- ADAM REMIS — PAST PRESIDENT
- ALAN PERIL — DIRECTOR
- ALLEN ARROYA — DIRECTOR
- ANDREA JONES — SECRETARY
- CHRIS NIEZGODZKI — DIRECTOR
- DAVID KLEMM — DIRECTOR
- DONALD LAUGHLIN — DIRECTOR
- ERIC MALICK — DIRECTOR
- JACKIE WALLACE — DIRECTOR
- KRISTEN HARRIS — DIRECTOR
- MIKE DAY — VICE PRESIDENT
- NATHAN O'CONNOR — DIRECTOR
- NICK STOIMENOFF — DIRECTOR
- RACHAEL STEWART — DIRECTOR
- ROBBIE MOLNAR — PRESIDENT
relationships · 36
who they work with
- BMO Bank N.A. Partner — Strategic partner
- BOK Financial Partner — Strategic partner
- Bankers Trust Partner — Strategic partner
- CBIZ MHM Partner — Strategic partner
- Chase Partner — Strategic partner
- CliftonLarsonAllen Partner — Strategic partner
- Crux Partner — Strategic partner
- Deloitte Partner — Strategic partner
- ERA Partner — Strategic partner
- EY Partner — Strategic partner
- Eide Bailly LLC Partner — Strategic partner
- Forvis Mazars Partner — Strategic partner
- Headfarmer, LLC Partner — Strategic partner
- KPMG Partner — Strategic partner
- Keyser Commercial Real Estate Partner — Strategic partner
- Lockton Partner — Strategic partner
- MJ Insurance Partner — Strategic partner
- Marsh USA Inc. Partner — Strategic partner
- MarshMcLennon Agency Partner — Strategic partner
- Microsoft Partner — Strategic partner
- Oracle Netsuite Partner — Strategic partner
- PNC Bank Partner — Strategic partner
- PayNation Partner — Strategic partner
- Paycor Partner — Strategic partner
- Polsinelli PC Partner — Strategic partner
- PwC Partner — Strategic partner
- RSM Partner — Strategic partner
- Randstad Partner — Strategic partner
- Sol Rise Executive Staffing Partner — Strategic partner
- Spencer Fane Partner — Strategic partner
+ 6 more