named programs · 1 · from sources
What they call their work
Professional Development Forums
Regular forums for the exchange of concepts and techniques in financial management
activities · 1 group
What they do
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Professional Field Knowledge Development 1 activity
- Facilitates professional exchange in financial managementProvides a forum for the exchange of concepts and techniques in financial management among financial professionals.
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financials · form 990EZ · fy2024
revenue
Total revenue$33K
Contributions & grants——
Program service revenue$29K89%
Investment income$3931%
Other revenue—
expenses
Total expenses$37K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits—
Grants paid out—
balance sheet
Total assets$25K
Cash—
Investments—
Liabilities—
Net assets$25K
6 years on record · 2019–2024 · YoY revenue -4.7%
leadership · form 990 part vii · fy2024
Who runs it
board members · 1
- JOE PEREIRA — BOARD ADVISOR
strategies · 1
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Professional Knowledge Exchange Forummethodology: peer-powered_learningBy creating a forum for open exchange among financial professionals, the organization enables peer-driven learning and collective problem-solving, which enhances individual and organizational capacity because shared expertise leads to better financial practices and innovation.