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The Institute of Financial Operations (often referred to as IOFM - Institute of Financial Management & Operations) is a prominent organization dedicated to providing education, certification, and resources for financial operations professionals. It empowers individuals and teams with the knowledge and skills needed to excel in areas such as Accounts Payable (AP), Procure-to-Pay (P2P), Accounts Receivable (AR), Order-to-Cash (O2C), and financial shared services. Through its industry-recognized certifications, online training courses, webinars, conferences, and extensive content library, the Institute helps professionals stay current with best practices, technological advancements, and regulatory changes, ultimately driving efficiency and compliance within their organizations.
Serves as the central hub for curriculum development, certification management, member services, event organization, and administrative operations for the Institute.
Located within the Diversified Communications building, offering modern office facilities and a professional environment conducive to educational content creation and member support.
The work culture emphasizes expertise in financial operations, continuous learning, collaboration, and a strong commitment to serving its community of finance professionals with high-quality educational content and support.
The headquarters is significant as it's the core from which the Institute develops and disseminates its globally recognized standards, certifications, and best practices for financial operations.
The Institute of Financial Operations supports a global community of finance professionals through its online certifications (e.g., APM, APS, CPRS, CAPP), virtual training courses, webinars, and digital content. Members and certified individuals are located in numerous countries, leveraging IOFM's resources to advance their careers and improve their organizations' financial operations. They also host conferences that attract an international audience.
121 Free Street
Portland
ME (Maine)
USA
Address: Not Applicable (Primarily Digital Presence)
To provide accessible financial operations education, certification, and community engagement to professionals worldwide, regardless of their physical location.
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As of April 2025, The Institute of Financial Operations' leadership includes:
The Institute of Financial Operations has been backed by several prominent investors over the years, including:
As of late 2023/early 2024, there have been no major, publicly announced executive hires or exits directly within the core IOFM leadership team. The team appears stable. Any significant changes would typically be announced on their official website or through industry publications.
Discover the tools The Institute of Financial Operations uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
The Institute of Financial Operations (IOFM) primarily uses email formats associated with its domain iofm.com. Common formats for organizations include first initial + last name, or first name . last name.
[first_initial][last]@iofm.com (e.g., jsmith@iofm.com) or [first_name].[last_name]@iofm.com (e.g. john.smith@iofm.com)
Format
bcuthbert@iofm.com
Example
85%
Success rate
IOFM Website • October 26, 2023
IOFM has announced the launch of its new 'AI for Finance' course and certification program, designed to equip finance professionals with the knowledge and skills to leverage artificial intelligence in their operations....more
IOFM Website (Event) • May 15, 2024
The Institute of Financial Operations successfully hosted its Spring AP & P2P Conference & Expo from May 19-21, 2024, at Disney's Yacht & Beach Club Resort, bringing together finance professionals for learning, networking, and exploring new solutions....more
IOFM Website • Ongoing
IOFM maintains its role as a leading provider of certifications for financial operations professionals, including Accredited Payables Manager (APM), Accredited Payables Specialist (APS), Certified Procure-to-Pay Manager (CPPM), and more, with regularly updated curriculum....more
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