Programs

  • Financial Professionals Educational Forum

    THE SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS [SAAFP] IS A REGIONAL EDUCATIONAL FORUM FOR INDIVIDUALS INVOLVED IN ALL ASPECTS OF THE FINANCE PROFESSION. THEY HOST EDUCATIONAL EVENTS AND PROVIDE NETWORKING OPPORTUNITES THAT FACILITATE THE EXCHANGE OF CONCEPTS AND TECHNIQUES IN THE FINANCIAL FIELD. IN ADDITION, THEIR GOAL IS TO INCREASE THE RECOGNITION OF THE FINANCE AND TREASURY PROFESSION IN THE SAN ANTONIO AREA.AMONG THE ACTIVITIES HOSTED BY THE SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS, 10 MONTHLY EDUCATIONAL MEETINGS WERE HELD IN 2022. GUEST SPEAKERS PRESENT QUALITY SESSIONS THAT INFORM AND EDUCATE THE MEMBERS AND PROVIDE CONTINUING EDUCATION CREDITS FOR CPA, CTP, CCM, AND FP&A MEMBERS AND GUESTS THAT ATTEND THE MEETINGS.THE SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS IS A MEMBER OF THE ALLIANCE OF TEXAS TREASURY ASSOCIATIONS WHICH BRINGS TOGETHER FIVE TEXAS ASSOCIATIONS AUSTIN, DALLAS, FT. WORTH, HOUSTON, AND SAN ANTONIO. IT IS DEDICATED TO SPONSORING AN ANNUAL EDUCATIONAL CONFERENCE, "TEXPO". TEXPO IS A CONFERENCE WHICH DRAWS ATTENDEES FROM ACROSS THE COUNTRY AND IS WIDELY RECOGNIZED AS ONE OF THE LEADING TREASURY CONFERENCES IN THE COUNTRY. SAN ANTONIO WAS THE HOST CITY IN 2015 HOLDING THE CONFERENCE ON APRIL 19-21, 2015 AND HOSTED AGAIN SEPTEMBER 2-4, 2020. APPROXIMATELY 739 ATTENDED THE 2020 VIRTUAL CONFERENCE.
    Geographies
    Not indicated
    Dates
    Jan 1, 2023 – Dec 31, 2023
    Source
    990
    No causes provided
    No populations provided
    –
    $0

  • Annual Board Retreat and Planning

    AN ANNUAL BOARD RETREAT IS HELD BY THE OFFICERS AND DIRECTORS OF THE SAN ANTONIO ASSOCIATION FOR FINANCIAL PROFESSIONALS WHERE PLANS ARE MADE FOR THE COMING YEAR TO PROVIDE NEW AND/OR IMPROVED SERVICES TO THE MEMBERS SUCH AS A WEB SITE THAT PROVIDES INFORMATION TO THE MEMBERS. THIS WEBSITE ALSO HAS JOB POSTINGS, MONTHLY MEETING INFORMATION, AND EDUCATIONAL HISTORY FOR CTP, CCM, AND FP&A MEMBER'S REPORTING REQUIREMENTS.SINCE TEXPO IS ONLY HELD BY SAN ANTONIO EVERY 5 YEARS, THE TEXPO PROCEEDS ALONG WITH MEMBERSHIP FEES SUPPORT THE SERVICES AND EDUCATIONAL OPPORTUNIES IN THE OFF YEARS FOR ALL ACTIVITIES AND SERVICES OFFERED BY THE ASSOCIATION TO THE MEMBERS AND PROVIDES SOME FUNDS AS UPFRONT MONEY FOR THE NEXT TEXPO SAN ANTONIO WILL HOLD. IT ALSO ALLOWS SAAFP TO OPERATE AND AVOID RAISING MEMBER DUES IN ORDER TO OPERATE.THROUGHOUT THE YEARS, MEETING AND ADMINISTRATIVE EXPENSES ARE INCURRED WHILE PROVIDING TREASURY AND FINANCE EDUCATION AND TRAINING TO THE MEMBERS. THE ASSOCIATION SPONSORS A COMMUNITY ORGANIZATION IN THE CITY ANNUALLY, AND HAS APPROXIMATELY 80 MEMBERS.
    Geographies
    Not indicated
    Dates
    Jan 1, 2023 – Dec 31, 2023
    Source
    990
    No causes provided
    No populations provided
    –
    $0