Association for Financial Professionals of Arizona

What Association for Financial Professionals of Arizona does

The Association for Financial Professionals of Arizona (AFPA) is a 501(c)6 non-profit professional membership association, and a regional chapter of the national Association for Financial Professionals, serving treasury, investment, financial management and financial services professionals in Arizona. Day-to-day operations are outsourced to KML Management & Consulting, Inc., led by Kim Lott; AFPA itself is volunteer-governed by a board of practitioners drawn from Arizona-headquartered or Arizona-active institutions including JP Morgan Chase, Wells Fargo, PNC Bank, Western Alliance Bank, Bell Bank, Salt River Project, University of Arizona, Pursuit Collection and Discount Tire. The association runs nine to ten monthly meetings per year (in-person luncheons, breakfasts, field trips and webinars) plus an annual all-day Desert Summit conference each September, with programming qualifying attendees for Certified Treasury Professional (CTP), FP&A and Continuing Professional Education (CPE) credits.

AFPA's product surface is organized around four program offerings — the tiered Membership Program (Career Trust $75, Regular $175, Full Individual/Company, and a $200 Practitioner Promotional tier), recurring Monthly Luncheon Meetings & Webinars, the annual Desert Summit Conference (held at venues such as the Phoenix Art Museum, Heard Museum and the PERA Club in Tempe), and Networking & Social Events — supplemented by a member-driven News and Jobs Blog. The technology stack is intentionally lightweight: the public website and member portal run on Wild Apricot's cloud-hosted membership management software (with payment processing via WildApricot Affinipay and PayPal, and SSO via Google/Microsoft/Apple), and the virtual Desert Summit editions in 2020 and 2021 were delivered on the Whoova event platform. There is no proprietary software product, no mobile app, no API, and no AI/ML capability; AFPA's IP is its event programming, speaker relationships and member network rather than technology.

AFPA's revenue mechanics combine subscription-style annual membership dues (calendar-year renewal), per-meeting transaction fees for non-Full tiers, per-event Desert Summit registration fees priced from $100 (practitioner member) to $450 (walk-in public), and a sponsorship channel selling monthly event sponsorships ($250) and Desert Summit Gold ($1,250) and Silver ($750) packages plus a Featured Sponsor slot. The go-to-market is event- and community-led: events drive both membership acquisition and sponsor revenue, with cross-chapter partner rates extended to WesPay members and other regional AFP chapters. Customer segments split between corporate treasury/finance/FP&A practitioners (the primary membership base) and banking-sector treasury management professionals (who dominate the sponsor channel and often hold board seats).

Name

Association for Financial Professionals of Arizona

Legal name

Association for Financial Professionals of Arizona

Website

https://afparizona.org

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

The Association for Financial Professionals of Arizona (AFPA) is a volunteer-run 501(c)6 non-profit membership association serving Arizona treasury, investment and financial management professionals through monthly meetings, webinars and an annual Desert Summit conference delivering CTP, FP&A and CPE continuing education credits.

Ownership category

akta.pro rank

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Personnel, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership dues: Annual calendar-year memberships sold at multiple tiers (Career Trust $75, Regular $175, Half-year and Full Company/Individual tiers, plus a Practitioner Promotional Membership at $200). Includes automatic renewal of events for Full-tier members; non-Full tiers pay per meeting.
2. Event registration fees (Desert Summit annual conference): Single-day Desert Summit priced from $100 (AFPA practitioner member promotional rate) up to $450 (public walk-in/regular rate); partner rates, ambassador tickets and sponsor additional attendee tickets layered on top.
3. Monthly meeting & webinar ticket sales: Per-meeting fees for Regular/Career Trust members and guests (e.g., Regular $50, Guest $70 for the August 2026 luncheon); Full members attend at no additional charge.
4. Event and conference sponsorships: Sold at monthly luncheons ($250 Event Sponsorship) and the Desert Summit (Featured Sponsor, Gold $1,250, Silver $750, plus additional attendee comps). Sponsors receive logo placement, banner space, marketing collateral distribution and verbal recognition.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

The Association for Financial Professionals of Arizona (AFPA) is a 501(c)6 non-profit professional membership association for treasury, investment, financial management, and financial services professionals in Arizona. It sells tiered annual memberships (Career Trust, Regular, Full Individual/Company, and a Practitioner Promotion tier) that grant access to nine monthly in-person luncheons and webinars plus the annual all-day Desert Summit conference held each September, with programming structured to qualify attendees for Certified Treasury Professional (CTP), Financial Planning & Analysis (FP&A), and Continuing Professional Education (CPE) credits. Day-to-day operations are administered by KML Management (Kim Lott), and the volunteer board is composed of practicing Arizona treasurers and bankers.

Product overview

Association for Financial Professionals of Arizona (AFPA) is a single non-profit professional membership community (a 501(c)(6) organization) for treasury, investment, financial management, and financial services professionals — not a multi-product software platform. Its overall offering is centered on the AFPA Membership Program (tiered annual memberships), through which members access the recurring Monthly Luncheon Meetings & Webinars (educational sessions earning CTP/FP&A/CPE credit), the flagship annual Desert Summit Conference, member Networking & Social Events (happy hours, field trips, golf outings), and the member-driven News and Jobs Blog for presentations, resources, and job postings. The portfolio is delivered through a Wild Apricot–powered web platform with member login (Google/Microsoft/Apple), event registration, and online payment (PayPal, WildApricot Affinipay); the components function as program offerings within one association rather than as a modular product architecture.

Differentiator

Problem solved

Functional benefit

Brands

• Desert Summit: The annual all-day conference hosted by the Association for Financial Professionals of Arizona, featuring expert speakers, continuing education credits (CTP, FP&A, CPE), and networking for the Arizona treasury and finance community.

Products and services

• AFPA Membership Program Calendar-year membership tiers for treasury, investment, financial management, and financial services professionals in Arizona, granting access to 9-10 monthly meetings, the annual Desert Summit, CTP/FP&A/CPE credit-earning programming, and networking. Tiers include Career Trust ($75), Regular ($175), Full Individual, Full Company (up to 2 members, $300 half-year), Half-Year variants, and a Practitioner Promotion ($200 / $100 half-year) tier that includes Desert Summit registration.
• Monthly Luncheon Meetings & Webinars Recurring (typically nine per year) in-person luncheons and webinars featuring guest speakers on treasury, payments, banking, AI, fraud, risk management and finance leadership topics. Sessions qualify attendees for Certified Treasury Professional (CTP), FP&A, and Continuing Professional Education (CPE) credits. Per-meeting fees for non-Full-tier members (e.g., Regular $50, Guest $70 for the August 2026 luncheon).
• Desert Summit Conference AFPA's flagship annual all-day treasury and finance conference, offering 6-7+ hours of CTP, FP&A and CPE continuing education credits, multiple expert speaker sessions, sponsor exhibits, and structured networking. Tiered registration from $100 (AFPA practitioner member promotional rate) up to $450 (public walk-in/regular rate); Featured/Gold $1,250 and Silver $750 sponsorship tiers.

Quantifiable outcome

• 9-10 CTP credit hours and 6-7 FP&A/CPE credit hours per year for full members
• +1 more outcomes

Named customers13 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

15 partnerships are on record, tiered minor, core and flagship.

• Go-Live FasterminorGTM or Marketing Partner · 18 September 2026Event Sponsor of the August 2026 AFPA Luncheon "AI and Technology for the Modern Treasury & Finance Leader" featuring Jim Boswell of Integritas Advisory; receives standard $250 event sponsorship benefits including collateral distribution, banner, logo and verbal recognition.
• WesPaycoreStrategic or Co-development Partner · 18 September 2026WesPay members are eligible for the 2026 Desert Summit Partner rate ($300); WesPay's Mark Dixon (VP Payment Strategy) presented at AFPA's March 2022 luncheon on Payments Transformation, and Melissa Giddens (WesPay Advisors) presented at the February 2018 webinar.
• JP Morgan ChaseflagshipGTM or Marketing Partner · 16 September 2025Featured Sponsor of the 2025 Desert Summit held at the Phoenix Art Museum; a JP Morgan Chase employee (Brandon Gerald, VP Commercial Banking) also serves on AFPA's board as Immediate Past President and chairs the Web and Partnering committees.
• Wells FargoflagshipGTM or Marketing Partner · 16 September 2025Gold Sponsor of the 2025 Desert Summit and Featured Sponsor of the 2022 Desert Summit; Wells Fargo bankers regularly present at monthly AFPA meetings (e.g., Seth Blacher on B2B receivables automation, Leah Meyer on faster payments, Cathryn Gregg on account analysis).
• PNC BankflagshipGTM or Marketing Partner · 16 September 2025Gold Sponsor of the 2025 Desert Summit; Featured Sponsor of the 2021 Virtual Desert Summit; PNC's Nick Schutkovske (Treasury Management) serves as Co-Chair of AFPA's Program Committee. PNC also co-presented AFPA's May 2020 webinar with the AFP of Central Oklahoma.
• Western Alliance BankflagshipGTM or Marketing Partner · 16 September 2025Gold Sponsor of the 2025 Desert Summit; Ericca Martinez (Treasury Management Advisor Manager, Western Alliance Bank) Co-Chairs the Summit Committee and Chairs the Social Media Committee.
• Alliance Bank of ArizonacoreGTM or Marketing Partner · 29 September 2022Gold Sponsor of the 2022 Desert Summit at the Heard Museum.
• Fidelity InvestmentscoreGTM or Marketing Partner · 29 September 2022Gold Sponsor of the 2022 Desert Summit at the Heard Museum.
• MidFirst BankcoreGTM or Marketing Partner · 29 September 2022Gold Sponsor of the 2022 Desert Summit at the Heard Museum; also visible as a 2021 Virtual Desert Summit sponsor.
• Rocky Mountain AFP (RMAFP)coreGTM or Marketing Partner · 17 November 2020Sister AFP chapter co-hosted webinars with AFPA in 2020 (e.g., "Market Impacts on Financial Risk Management" on June 10, 2020 and "Strengthening ACH Risk Management" series); RMAFP members eligible for partner rates.
• WhoovacoreTechnology or Integration · 17 November 2020Virtual event platform used to deliver the 2020 and 2021 Virtual Desert Summit conferences; attendees were directed to "set up your WHOVA account" at whova.com/portal/webapp/rocky_202004/.
• AFP of Central OklahomacoreGTM or Marketing Partner · 20 May 2020Sister AFP chapter that co-hosted the May 2020 webinar "Effective Bank Account Structure: Not a One-Size-Fits-All Approach" with AFPA, featuring speakers from PNC Bank and Discount Tire.
• KML ManagementcoreImplementation/ SI/ Consulting PartnerAFPA's association management company, led by Kim Lott ([email protected], 303-883-4152). KML Management runs all day-to-day operations: membership administration, event registration, sponsor coordination, financial management and contact info for AFPA's 501(c)6 non-profit. Listed in footer as "Administration by KML Management".
• Association for Financial Professionals (AFP) — national organizationflagshipStrategic or Co-development PartnerAFPA is a regional chapter of the national Association for Financial Professionals; AFP's career site, CTPs and other national resources are cross-linked from AFPA's News and Jobs page. The "AFP of Arizona" branding reflects this chapter relationship.
• Wild Apricot (member management platform)coreTechnology or IntegrationWild Apricot powers AFPA's public website, member database, event registration and online payments (via WildApricot Affinipay and PayPal); a "Powered by Wild Apricot Membership Software" footer appears site-wide.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• AICPA (American Institute of CPAs): National professional association for CPAs offering CPE-eligible continuing education, conferences and chapter programming. Comparable to AFPA in serving finance practitioners with a recurring CE-credits-based value proposition and local/regional event structure.
• Government Finance Officers Association (GFOA): National professional association for state and local government finance officers. Overlaps with AFPA's treasurer audience at the public-sector side (e.g., tribal/community treasurer presentations); broader and more established, but offers comparable CTP-style continuing education and networking.
• IMA (Institute of Management Accountants): Global association for management accountants and finance professionals offering continuing education, certification (CMA) and local chapter programming. Comparable in chapter-led structure and CE-credit value proposition aimed at adjacent finance roles.
• Association for Financial Professionals (national AFP): National parent organization for the treasury profession. AFPA is a regional chapter of national AFP, making the national body a direct higher-tier peer with overlapping member value proposition (CTP certification, FP&A education, networking) but broader geographic and content scope.

Direct peers

• AFP of Texas: Texas chapter of the Association for Financial Professionals. Closely comparable in structure to AFPA: regional chapter model, monthly luncheons, annual conference, banking sponsorship revenue, CTP-credit programming aimed at corporate treasury practitioners.
• AFP of Colorado: Colorado regional AFP chapter, another state-level sister chapter providing monthly meetings, annual conference and CTP/FP&A credit programming to corporate treasury practitioners. Direct structural peer to AFPA's regional chapter model.
• AFP of New York: New York metropolitan chapter of AFP, offering monthly meetings, an annual conference, and CTP credit-eligible content to treasury and finance practitioners. Same chapter-of-AFP operating model as AFPA, scaled to a larger financial-services-dense metro.
• AFP of Florida: Another regional AFP chapter serving treasury professionals with monthly meetings, an annual conference, and CTP/FP&A/CPE credit-eligible programming. Operates the same volunteer-led, sponsor-supported chapter model as AFPA, just in a different state.
• RMAFP (Rocky Mountain AFP): Sister regional AFP chapter covering the Rocky Mountain region; has co-hosted webinars with AFPA and offered member-rate cross-chapter pricing. Closely comparable chapter structure, member base and event cadence.

Emerging players

• WesPay: Payments-industry association offering educational programming and member events; explicit partner of AFPA whose members qualify for AFPA Desert Summit partner rates. Comparable in mission scope but narrower in payments focus rather than treasury broadly.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/afpofarizona

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Association for Financial Professionals of Arizona