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Guidelines

FEI Membership Qualifications
 

 

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, and Audit Committee member* . 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

* excludes professionals currently employed by audit firms, consulting firms and service providers

 

Qualifying Company Criteria (in USD):
  • $2 million in net worth, or
  • $6 million in capital (combined net worth and long-term debt), or
  • $10 million or more in annual revenues
  • $8 million in operating expenses
  • $200 million in total assets (Financial institutions)
  • $40 million total assets (Government corporations / authorities)

 

BETTER UNDERSTAND YOUR INVESTMENT AND THE
VALUE OF FEI MEMBERSHIP FOR YOU AND YOUR COMPANY.

 

If you are a member working at a public company, consider joining FEI’s Financial Accounting and Reporting Roundtable.

Are you a member employed at a privately-held company? Then FEI’s Private Company Roundtable would suit your needs.

Do you serve on an Audit Committee? Are you a CFO? Interested in technology and the finance function? Want the latest, practical academic research? Now is the time to join one of FEI’s online
Communities of Interest - interact in an open forum, and benefit from exposure to best practices in financial management from peers and industry thought-leaders.

 

FEI Code of Ethics

FEI’s mission includes significant efforts to promote ethical conduct in the practice of financial management throughout the world. Senior financial officers hold an important and elevated role in corporate governance. While members of the management team, they are uniquely capable and empowered to ensure that all stakeholders’ interests are appropriately balanced, protected and preserved. This Code provides principles to which members are expected to adhere and advocate. They embody rules regarding individual and peer responsibilities, as well as responsibilities to employers, the public, and other stakeholders. Violations of FEI’s Code of Ethics may subject the member to censure, suspension or expulsion under procedural rules adopted by FEI’s Board of Directors.

All members of FEI will:

  • Act with honesty and integrity, avoiding actual or apparent conflicts of interest in personal and professional relationships.
  • Provide constituents with information that is accurate, complete, objective, relevant, timely and understandable.
  • Comply with applicable rules and regulations of federal, state, provincial, and local governments and other appropriate private and public regulatory agencies.
  • Act in good faith, responsibly, with due care, competence and diligence, without misrepresenting material facts or allowing one’s independent judgment to be subordinated.
  • Respect the confidentiality of information acquired in the course of one’s work except when authorized or otherwise legally obligated to disclose. Confidential information acquired in the course of one’s work will not be used for personal advantage.
  • Share knowledge and maintain skills important and relevant to constituents’ needs.
  • Proactively promote ethical behavior as a responsible partner among peers, in the work environment and the community.
  • Achieve responsible use of and control over all assets and resources employed or entrusted.
  • Report known or suspected violations of this Code in accordance with the FEI Rules of Procedure.
  • Be accountable for adhering to this Code.

 

If you are interested in more details about the Academic, In-Transition, or Government/Military membership categories, please contact FEI’s Member Services Department via email, membership@financialexecutives.org or phone, 877.359.1070.

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If you have any questions about FEI Silicon Valley or how to become a member, please contact:

Micky Robledo
Chapter Administrator
micky.robledo@feisv.org or feisv@feisv.org
Petra N. Loer
FEI Silicon Valley Membership Co-Chair
petra.loer@andersentax.com
 
Steve Hall
FEI Silicon Valley Membership Co-Chair
steve.hall613@gmail.com
Cell: 408.656.7266
 
Pete Ravani
FEI Silicon Valley Member Advocacy
pravani@CBIZ.com
Cell: 424.208.9913
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