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Corporate Finance, Accounting & Treasury Associations

Aaron Codak's Profile
What accounting/finance/management/other associations or memberships are you a part of that have been proven beneficial to you personally or in your career?

  Thank you in advance for your input/insight. 


Ernie Humphrey CTP
Title: VP, Thought Leadership
Company: Stampli
LinkedIn Profile
(VP, Thought Leadership, Stampli) |

Great question. I will cover only general context here as I do work here at Proformative. First and foremost, I think you need to look at "what YOU need" as that will point you in the right direction. Recognize that you should look to more than source in meeting your professional needs. Note that some oranizations and groups may be more beneficial to you in terms of your techinical education, others in networking with peers, and yet others in helping you navigate a job transition. Finally, in this new world, the education and training traditionally offered by associations and similar organizations can often times be found online for free, so look before you spend.

I will leave it to others offers the ABCs of finance, accounting, treasury and related professions. If not, I will offer another post.

Topic Expert
Brenda Morris
Title: Board of Directors, Audit Committee Chai..
Company: Boot Barn
(Board of Directors, Audit Committee Chair, Boot Barn) |

I agree with Ernie 100%! You need to find what works for YOU and what you enjoy and meets your needs. That being said I think that top notch Job Competency requires an effort and focus for all finance professionals. You can't do enough in this area, the technical requirements of our roles change quickly and we must be current. You can’t do enough reading or networking. There is so much literature and great resources to help you stay current. Prioritize areas you need to work on and find ways to get the education/networking. There are free sources - like, free webinars, etc and paid sources such as reading the Journal of Accountancy, CFO Magazine and other journals every month. When speakers come to your town, often through your partners such as auditors, accounting firms, bankers and legal relationships, be sure you are sending your team and yourself and always continuously improving yourself through education and experiences. Attend conferences or courses that are focused on areas you need more education on - such as Risk Management, Financials Analysis, FP & A or others. I have been a member of AICPA for years and think it is a wonderful organization and I have gained immense knowledge through them as well. My State CPA chapter has also been a source of information. Hope this helps - but think the most important way to do this is to match resources to your greatest needs and then give them a try! Good luck!


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