FAQ’s

Frequently Asked Questions

What membership options are available?
  • There are two types of membership – Regular and Associate.
  • Regular membership is restricted to practitioners responsible for treasury management activities and is the only membership category having voting rights within the Association. The definition of Regular membership includes practitioners involved in treasury management at financial institutions. No more than four individuals from each corporation will hold Regular membership in the Association at one time.
  • Associate membership is restricted to individuals from corporations applying for membership in the Association that meet all the membership requirements outlined above in paragraph but already have four memberships within the Association. Associate members do not have voting rights and cannot serve as officers but can serve on committees.
How do I become a member?
  • You must attend at least two meetings as a guest within a twelve consecutive month period prior to applying for membership consideration.
  • Your application will be reviewed by the Board and then voted on by the membership.
Are memberships individual or organization represented?
  • Membership in the Association is extended to the individual and not to the organization they represent.
  • Any new or replacement representatives from an organization must follow the same membership qualification process as any other prospective member of the Association, including sending out a membership application ballot.
What does a member need to do if they move to a new employer?
  • Members transferring to a new employer must submit an updated membership application to the Membership Committee and will be subject to the usual membership requirements, except that a ballot will not be necessary.
  • Members are asked to keep their profiles updated.
What are the benefits of being a member?
  • Interaction with treasury management professionals in a solutions-oriented environment.
  • Programs designed to enhance your knowledge of current treasury topics and issues.
  • A cost-effective method of developing a network of financial professionals.
  • Educational sessions and volunteer opportunities to earn Certified Treasury Professional (CTP) and Certified Corporate Financial Planning and Analysis Professional (FPAC).