How to become an FDTI member

For companies interested how to join the FDTI, the following outlines the membership process:

1. Prospective members request information about the FDTI by completing the following questionnaire [ Questionnaire]. Upon the FDTI’s receipt of the completed questionnaire, a brochure and related FDTI material will be mailed to the prospective member company. Prospective member companies have found it helpful to circulate this information internally within their organization to appropriate leaders and decision makers in finance and human resources.
2. A common next step is for the executive director and/or the chairperson (an individual from a member company) of the FDTI to visit with the prospective company. Finance and human resource leadership groups of the prospective company have found this meeting to be helpful. Participants take away an increased understanding of the benefits of membership, as well as insights and best practices derived from FDTI. These visitations should be arranged with Jonathan Schiff, Executive Director of the FDTI at:
   
3. After the current members are apprised of the content of the above discussions, the current members vote informally to invite the prospective company as a guest to the next scheduled FDTI workshop. Upon a positive vote by the members, Jonathan Schiff will invite the prospective company to the next conference.
4. At the conference, the prospective member presents a twenty minute introduction of their company to the FDTI. [ Guest Presentation Guidelines] At the end of the two-day session, the guests are asked to share with the members how they can contribute to the FDTI.
5. In the member business meeting immediately following the conference, the FDTI members evaluate the prospective member company’s fit and potential contribution to the FDTI. Upon completion of the discussion, the members vote on the guest’s admittance to the FDTI.
   The formal vote of the FDTI management committee must be unanimous for a member to join. The result of the vote will be communicated to the prospective member after the conference. The new member company at that point accepts all the benefits, obligations, and responsibilities as delineated in the FDTI membership agreement.

Guest Presentation Guidelines

At each FDTI workshop we ask our guests to give a brief introduction of their company, the Finance team, and Finance development efforts. The following is an outline of a typical guest company presentation:

• Information about your company in general
• The number of total employees and the number of finance people
• The company size, including sales, income, and assets
• The location of the company, the number of offices, what countries, and where the home office is located
• Recent mergers, acquisitions, news worthy items
• Major products and markets, an overview
• Current business strategy and leadership profile
• Your Finance group
• Who is the CFO and Corporate Controller of your company. Please provide background information. What is his/her commitment to finance development?
• In ten words or less, tell us what functions are included in your finance organization
• Vision of your CFO organization
• Finance Development – Current and Future
• Please provide an overview of your training and human resource departments, the number of people and who or where these departments report
• Human Resource development and training philosophy and practices
• Your company’s current status and future view regarding finance leadership development, new things on the horizon
• New programs or recent projects of note

New Prospect Questionnaire

To recieve information about joining FDTI, please contact Schiff Consulting Group at the following address: