<p> FEI Houston Chapter Prospective FEI Member Information Request Form</p><p>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. </p><p>Please complete & return it at least two days before the registration deadline to [email protected], [email protected], & [email protected].</p><p>FEI Membership qualifications follow this page.</p><p>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.</p><p>REQUESTED INFORMATION: Prospect’s name: Certifications: Informal name for name tag: Company affiliation: Title: Business address, entire: Business phone: Business email:</p><p>Likelihood that the guest’s company affiliation meets or exceeds the FEI admission requirements: Yes: No: </p><p>Is the guest a former FEI member? Yes: No: </p><p>Houston Chapter Sponsor attending with this prospect: ______</p><p>If the guest is in-transition, please complete the area below:</p><p>Former company affiliation:</p><p>Former title:</p><p>Last date of employment:</p><p>Please give any interesting information about your prospect that may be shared at the meeting when introduced. Membership Categories and Qualifications</p><p>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 </p><p>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. </p><p>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. </p><p>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). </p><p>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. </p>