FEI Houston Chapter

FEI Houston Chapter Prospective FEI Member Information Request Form

The purpose of this form is to provide the Membership Committee with a basis to determine that an FEI prospective member, who is attending as a complimentary attendee, qualifies for FEI membership. It is to be completed by the Chapter Sponsor who will be bringing the FEI prospective member to a monthly meeting.

Please complete & return it at least two days before the registration deadline to [email protected], [email protected], & [email protected].

FEI Membership qualifications follow this page.

After membership committee approval is received, please register both you & your prospect at www.feihouston.org. Be sure to choose the correct link if requesting CPE credit.

REQUESTED INFORMATION: Prospect’s name: Certifications: Informal name for name tag: Company affiliation: Title: Business address, entire: Business phone: Business email:

Likelihood that the guest’s company affiliation meets or exceeds the FEI admission requirements: Yes: No:

Is the guest a former FEI member? Yes: No:

Houston Chapter Sponsor attending with this prospect: ______

If the guest is in-transition, please complete the area below:

Former company affiliation:

Former title:

Last date of employment:

Please give any interesting information about your prospect that may be shared at the meeting when introduced. Membership Categories and 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. Qualifying Company Criteria  $5 million in net worth, or  $15 million in capital (combined net worth and long-term debt), or  $25 million or more in annual revenues, or  $20 million in operating expenses.  $500 million in total assets (Financial institutions)  $100 million total assets (Government corporations / authorities) Typically Qualifying Titles Chief Financial Officer | Chief Accounting Officer | Controller | Treasurer Vice President, Finance Vice President, Planning and Analysis | Vice President, Taxes | Vice President, Pension Fund Investments Assistant Controller | Assistant Treasurer | Vice President, Risk Management Director of Finance, Taxes, Treasury, Accounting | Audit Committee member | Senior-Level Specialists More Qualifying Titles  Assistant Controller  Assistant Treasurer  Senior Manager or Manager of 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 With Qualifying Criteria  Minimum of seven (7) years work experience in the finance profession  Minimum four (4) year University/College degree (Bachelors or equivalent); verification required

Academic Member Applicants for Academic membership must be a practicing educator in the field of accounting, business or finance and hold academic rank of a Dean, Assistant Dean, Professor, Associate Professor or Assistant Professor.

Entrepreneur Member A member is eligible to transfer into the Entrepreneur membership category if the member serves in an entrepreneurial role within a start-up or consulting company, or other such self-employment that would not qualify for membership under the current published criteria, and has been a member for at least 2 consecutive years.

Members transferring to this category are eligible to remain in the category at the specified reduced dues rate for a maximum of three years. At that time, Entrepreneur members have the option of transferring to any other membership category for which they qualify. In-Transition Member Applicants or membership category transfers for In-Transition membership must be unemployed and must register with Headquarters’ Membership Department for Career Management services. Membership in the In-Transition category is open to applicants who have held a qualifying position (refer to Qualifications for Membership) during the past 5 years. All applications must be accompanied by a current resume and proof of former employment (business card, personalized company letterhead, or pay-stub with confidential information removed).

Members may remain in the category for two consecutive years at the specified reduced dues rate. All members in the In-Transition category of membership will be invoiced annually for full Executive category dues rate and must qualify yearly for reduced dues consideration. In-Transition membership records cannot reflect business contact information, and all business-related information will be removed. Any member considering In- Transition membership should contact Headquarters to determine eligibility.