What Does The Institute of Financial Operations Do?

Total employees3
HeadquartersPortland
Founded1991

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.

Where Is The Institute of Financial Operations's Headquarters?

HQ Function

Serves as the central hub for curriculum development, certification management, member services, event organization, and administrative operations for the Institute.

Notable Features:

Located within the Diversified Communications building, offering modern office facilities and a professional environment conducive to educational content creation and member support.

Work Culture:

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.

HQ Significance:

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.

Values Reflected in HQ: Professionalism, expertise, innovation in financial education, and commitment to member success are reflected in its operations.

Location:

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.

Street Address:

121 Free Street

City:

Portland

State/Province:

ME (Maine)

Country:

USA

Where Else Does The Institute of Financial Operations Operate Around the World?

Global (Online)

Address: Not Applicable (Primarily Digital Presence)

To provide accessible financial operations education, certification, and community engagement to professionals worldwide, regardless of their physical location.

Buying Intent Signals for The Institute of Financial Operations

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading The Institute of Financial Operations? Meet the Executive Team

As of April 2025, The Institute of Financial Operations' leadership includes:

Brian Cuthbert - Executive Director
Jess Scheer - Editor, IOFM.com & eNewsletters
Josh Barrett - Director of Content & Customer Experience
Shauna Proctor - Director of Sales

Who's Investing in The Institute of Financial Operations?

The Institute of Financial Operations has been backed by several prominent investors over the years, including:

The Institute of Financial Operations (IOFM) is owned by Diversified Communications, a privately held, family-owned global media company.

What Leadership Changes Has The Institute of Financial Operations Seen Recently?

Hire0
Exits0

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.

What Technology (Tech Stack) Is Used byThe Institute of Financial Operations?

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 Email Formats and Examples

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

What's the Latest News About The Institute of Financial Operations?

IOFM WebsiteOctober 26, 2023

Institute of Financial Operations News: IOFM Launches New AI for Finance Course and Certification Program

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

Institute of Financial Operations News: AP & P2P Conference & Expo Spring 2024 Concludes

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 WebsiteOngoing

Institute of Financial Operations News: IOFM Continues to Offer Leading Certifications

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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