Association for Financial Professionals

Bethesda, MD · Founded 1980

AFP, afponline, is the home for treasury, fp&a and corporate finance professionals who are looking to grow their careers. We are the Association for Financial Professionals.

Primary audience

Everyone

Contact

James Kaitz

Website Contact

About Organization

THE PROFESSIONAL SOCIETY THAT REPRESENTS FINANCE EXECUTIVES GLOBALLY. THE ASSOCIATION ESTABLISHED AND ADMINIST- ERS THE CERTIFIED TREASURY PROFESSIONALS AND (CONTINUED ON SCHEDULE O)

Financial Information

Form 990 data showing organizational financial health and growth.

Revenue (2021)

$20.4M

+35.5% vs 2020

Expenses (2021)

$20.4M

+17.1% vs 2020

Assets (2021)

$26.6M

-11.7% vs 2020

Employees (2021)

-17.4% vs 2020

Year	Revenue	Expenses	Assets	Employees
2021	$20,420,491	$20,417,379	$26,607,143	57
2020	$15,069,162	$17,434,397	$30,134,135	69
2019	$23,575,445	$21,809,118	$30,753,315	82
2018	$25,314,503	$23,825,649	$33,043,455	90
2017	$24,667,158	$23,214,106	$31,509,558	86

Source: IRS Form 990 filings. All figures in USD.

Team & Leadership

Meet the people behind Association for Financial Professionals.

James Kaitz

President, CEO

Full-time

Compensation: $999,057

Himashi Soriano

Director - APAC

Full-time

Compensation: $460,409

Jeff Glenzer

Executive VP, COO

Full-time

Compensation: $372,587

Francine Hope-Pressley

Chief Financial Officer

Full-time

Compensation: $255,666

Bryan Lapidus

Director, FP&A

Full-time

Compensation: $202,627

Patrick Culkin

Executive VP

Full-time

Compensation: $372,588

Melissa Rawak

Md - Membership, Mktg, Events

Full-time

Compensation: $247,652

Justin Barch

Dir - Corp Sales (Thru 3/22)

Full-time

Compensation: $246,566

Kevin Boyle

Dir - Access Sales

Full-time

Compensation: $246,566

Galina Kozachenko

MD - Strategy, Analytics, Tech

Full-time

Compensation: $240,707

Thomas Hunt

Dir - Treasury Services

Full-time

Compensation: $175,252

Terry Crawford CTP

Special Advisor to the bod

5 hrs/week

Chris Fulton CTP

Director

Eric Ellis

Director

Fred Schacknies CTP

Director

Geetanjali Tandon

Director

Gina Collis CTP

Director

Jordan Krugman CTP

Director

Matt Skurbe CTP

Director

Meredith Vance CTP

Director

T Jonathan Hall CTP

Director

Tamara Saront-Eisner CTP

Director

Tracy Butler CTP

Director

Associated People

Board members, advisors, and key contributors

Board of Directors

Chris Fulton CTP Director 5.0 hrs/week

Eric Ellis Director 5.0 hrs/week

Fred Schacknies CTP Director 5.0 hrs/week

Gaileon Thompson CTP FPAC Vice Chairman - Treasurer 5.0 hrs/week

Geetanjali Tandon Director 5.0 hrs/week

Gina Collis CTP Director 5.0 hrs/week

Jordan Krugman CTP Director 5.0 hrs/week

Matt Skurbe CTP Director 5.0 hrs/week

Meredith Vance CTP Director 5.0 hrs/week

Michael High FPAC Vice Chairman - Secretary 5.0 hrs/week

Robert Whitaker CTP Chairman of the Board 5.0 hrs/week

T Jonathan Hall CTP Director 5.0 hrs/week

Tamara Saront-Eisner CTP Director 5.0 hrs/week

Tracy Butler CTP Director 5.0 hrs/week

Information compiled from IRS Form 990 and organizational materials.

Executive Compensation

Top compensated officers & key employees from IRS Form 990

Total Reported (2021)

$4.1M

Highest Paid

$1.0M

James Kaitz

Compensated Officers

Name	Title	Base	Other	Total	Hrs/Wk
James Kaitz	President, CEO	$999,057	$29,971	$1,029,028	50
Himashi Soriano	Director - Apac	$460,409	$77,179	$537,588	40
Patrick Culkin	Executive VP	$372,588	$33,336	$405,924	50
Jeff Glenzer	Executive VP, COO	$372,587	$33,183	$405,770	50
Francine Hope-Pressley	Chief Financial Officer	$255,666	$22,484	$278,150	50
Galina Kozachenko	MD - Strategy, Analytics, Tech	$240,707	$29,783	$270,490	50
Kevin Boyle	DIR - Access Sales	$246,566	$17,687	$264,253	40
Melissa Rawak	MD - Membership, MKTG, Events	$247,652	$16,330	$263,982	50
Justin Barch	DIR - Corp Sales (Thru 3/22)	$246,566	$11,489	$258,055	40
Bryan Lapidus	Director, Fp&A	$202,627	$18,436	$221,063	40
Thomas Hunt	DIR - Treasury Services	$175,252	$12,249	$187,501	40

Name	Title	Base	Other	Total	Hrs/Wk
James Kaitz	President, CEO	$1,773,281	$33,825	$1,807,106	50
Himashi Soriano	Director - Apac	$384,666	$12,935	$397,601	40
Patrick Culkin	Executive VP	$318,098	$36,724	$354,822	50
Jeff Glenzer	Executive VP, COO	$316,404	$36,671	$353,075	50
Kevin Boyle	DIR - Access Sales	$223,084	$18,038	$241,122	40
Melissa Rawak	MD - Membership, MKTG, Events	$217,352	$19,653	$237,005	50
Galina Kozachenko	MD - Strategy, Analytics, Tech	$212,290	$24,416	$236,706	50
Justin Barch	DIR - Corp Sales	$209,875	$21,118	$230,993	40
Brian Lapidus	Corp Sales Executive	$183,674	$11,448	$195,122	40
Yvonne Appiah	Controller	$181,856	$12,754	$194,610	40
Francine Hope-Pressley	Chief Financial Officer	$138,658	$13,661	$152,319	50

Name	Title	Base	Other	Total	Hrs/Wk
James Kaitz	President, CEO	$1,118,798	$215,624	$1,334,422	50
Himashi Soriano	Director - Apac	$449,307	$20,857	$470,164	40
Jeff Glenzer	Executive VP, COO	$371,330	$57,376	$428,706	50
Patrick Culkin	Executive VP	$381,624	$37,027	$418,651	50
Melissa Rawak	MD-Membership, MKTG, Events	$262,653	$33,069	$295,722	50
Galina Kozachenko	MD-Strategy, Analytics, Tech	$234,598	$47,066	$281,664	50
Donna Berzellini	MD - Learning & Development	$229,734	$49,543	$279,277	40
Kevin Boyle	DIR - Access Sales	$210,074	$35,375	$245,449	40
Brian Lapidus	Corp Sales Executive	$202,424	$38,121	$240,545	40
Justin Barch	DIR - Corp Sales	$212,811	$19,765	$232,576	40
Thomas Hunt	DIR - Treasury Services	$174,273	$23,854	$198,127	40

Name	Title	Base	Other	Total	Hrs/Wk
James Kaitz	President, CEO	$1,045,488	$165,492	$1,210,980	50
Patrick Culkin	Executive VP	$347,919	$44,752	$392,671	50
Jeff Glenzer	Executive VP, COO	$321,953	$44,685	$366,638	50
Elizabeth Gunzel	MD - People & Training	$235,044	$25,884	$260,928	40
Melissa Rawak	MD-Membership, MKTG, Events	$229,840	$28,156	$257,996	50
Donna Berzellini	MD - Learning & Development	$214,015	$31,352	$245,367	40
Kevin Boyle	DIR - Access Sales	$208,956	$29,068	$238,024	40
Galina Kozachenko	MD-Strategy, Analytics, Tech	$199,827	$37,071	$236,898	50
Justin Barch	DIR - Corp Sales	$208,523	$17,347	$225,870	40
Joseph Desalvio	CFO	$184,290	$30,748	$215,038	50
Thomas Hunt	DIR - Treasury Services	$169,629	$25,727	$195,356	40
Timothy Eagan	Corp Sales Executive	$174,085	$17,244	$191,329	40
Raheim Swann	Corp Sales Executive	$159,355	$24,460	$183,815	40

Name	Title	Base	Other	Total	Hrs/Wk
James Kaitz	CEO	$967,791	$159,920	$1,127,711	50
Joseph Desalvio	CFO	$319,622	$39,626	$359,248	50
Patrick Culkin	VP, Strategy	$301,137	$37,933	$339,070	40
Jeff Glenzer	Chief Operating Officer	$287,241	$36,994	$324,235	50
Craig Martin	Director, Treasury Practice	$242,678	$15,307	$257,985	40
David Lewis	Managing DIR, Membership	$225,203	$13,818	$239,021	40
Melissa Rawak	Managing DIR, Marketing & Meetings	$206,133	$27,197	$233,330	40
Donna Berzellini	Managing Director, Certification	$201,379	$31,471	$232,850	40
Kevin Boyle	Director, Access Sales	$189,846	$30,626	$220,472	40
Elizabeth Gunzel	Managing DIR, People & Training	$200,983	$16,332	$217,315	40
Justin Barch	Director, Corporate Sales	$198,410	$15,560	$213,970	40
Thomas Hunt	Director, Treasury Service	$163,463	$30,682	$194,145	40
Tim Eagan	Corporate Sales Executive	$158,849	$16,045	$174,894	40

Source: IRS Form 990 filings. Compensation includes base and other reported compensation.

COVID-19 PPP Loans

Paycheck Protection Program (2020-2021)

Fully Forgiven

Total Approved

$1.4M

Total Forgiven

$1.4M

101% forgiven

Jobs Retained

Loan Details 1 loan

$1,361,905

Forgiven

Forgiven: $1,378,099 100%

Approved Jan 27, 2021

Lender Manufacturers and Traders Trust Company

Jobs Reported 44

Forgiven On Apr 12, 2022

Source: Small Business Administration • Paycheck Protection Program (2020-2021)

Lobbying Activity

Lobbying Disclosure Act registrations

1 Registrations

1 Client

Clients 1 total

Bankers Association For Finance And Trade (Formerly Known As Baft-Ifsa)

1 filing

Source: Senate Office of Public Records — Lobbying Disclosure Act

Association for Financial Professionals

Financial Information

Team & Leadership

James Kaitz

Himashi Soriano

Jeff Glenzer

Francine Hope-Pressley

Bryan Lapidus

Patrick Culkin

Melissa Rawak

Justin Barch

Kevin Boyle

Galina Kozachenko

Thomas Hunt

Terry Crawford CTP

Chris Fulton CTP

Eric Ellis

Fred Schacknies CTP

Geetanjali Tandon

Gina Collis CTP

Jordan Krugman CTP

Matt Skurbe CTP

Meredith Vance CTP

T Jonathan Hall CTP

Tamara Saront-Eisner CTP

Tracy Butler CTP

Associated People

Board of Directors

Executive Compensation

COVID-19 PPP Loans

Loan Details 1 loan

Lobbying Activity

Clients 1 total

Contact

Phone

Social