Rocky Mountain Association for Financial Professionals

What Rocky Mountain Association for Financial Professionals does

Rocky Mountain Association for Financial Professionals (RMAFP) is a Colorado-based nonprofit professional membership association founded in 1981 that serves treasury and finance professionals across the Rocky Mountain region. The organization operates as a regional chapter within the broader Association for Financial Professionals (AFP) ecosystem and is registered with NASBA as a nationally approved Continuing Professional Education (CPE) sponsor since March 2010. Its member base includes practitioners from a broad mix of large national financial institutions (Wells Fargo, J.P. Morgan, Goldman Sachs, BNY, State Street, Northern Trust, U.S. Bank, PNC), regional banks, corporates (Arrow Electronics, Lumen, Prologis, DaVita, SM Energy, CommonSpirit Health, Frontier Airlines), public-sector entities, and universities across Colorado and neighboring states.

RMAFP's product portfolio centers on six core offerings: the annual Rocky Mountain Summit conference (expected 225+ attendees, up to 7.2 CTP, 2.4 AAP, and CPE credits), monthly programming (luncheons, webinars, happy hours with 1.2 CTP credits per session), a Career Center job board, a Continuing Education program supporting CTP, CCM, FP&A, AAP, and CPE certifications, a Mentoring Program, and the Summit Awards recognition program (Pikes Peak Idea, Mt. Elbert Up & Coming, Maroon Bells Heritage). The underlying technology is YourMembership.com's association management software (in use since 1998), which powers the rmafp.org website, member authentication (including LinkedIn and Facebook social login), event registration, email marketing, dues invoicing, and the Career Center.

The business model is multi-stream nonprofit revenue: recurring annual membership dues via Individual/Team memberships with PLUS all-in bundles (pricing not publicly disclosed), event registration fees (with non-members paying premiums, e.g., $25 for happy hour providers), tiered corporate sponsorships (Platinum $5,250, Gold $3,125, Supporter $1,500, Technology/Career $500, monthly events $300-$600), $50/30-day job posting fees for non-members, and prepaid event packages ($255 for three events). Demand generation runs through a community-led GTM motion anchored on the website, direct email outreach, LinkedIn, member referrals, and sponsorships as the primary revenue lever for non-dues income.

Name

Rocky Mountain Association for Financial Professionals

Legal name

Rocky Mountain Association for Financial Professionals

Website

https://rmafp.org

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

51–100 employees

Short description

RMAFP is a nonprofit regional professional association founded in 1981 that provides continuing education, networking, certification credits (CTP, AAP, CPE), and career services to treasury and finance professionals across the Rocky Mountain region, anchored by an annual Summit and monthly events.

Ownership category

akta.pro rank

Headquarters

HQ city

Littleton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Membership Dues: Annual membership fees from Individual and Team memberships, with PLUS membership options that include all event fees bundled. Membership categories include Practitioner and Provider tiers.
2. Event Registration Fees: Revenue from monthly events including luncheons, webinars, happy hours, and the annual Rocky Mountain Summit conference. Non-members pay higher fees (e.g., $25 for non-member providers at happy hours).
3. Sponsorships: Corporate sponsors pay to support monthly events, webinars, happy hours, and the annual Summit at various tiers (Platinum $5,250, Gold $3,125, Supporter $1,500, Technology/Career $500, Monthly Event $300-$600). Sponsors receive logo placement, complimentary registrations, exhibit space, and recognition.
4. Job Postings: Non-members pay $50 per 30-day job listing. Members can post unlimited jobs at no cost. Revenue from the Career Center job posting product.
5. Prepaid Events: Prepaid event packages (e.g., 3-event prepaid bundle at $255) provide discounted access to multiple events and represent advance revenue recognition.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

RMAFP is a regional nonprofit professional association providing industry education, networking events, and continuing education for treasury and finance professionals in the Rocky Mountain region. Its core offerings include an annual Rocky Mountain Summit conference, monthly luncheons/webinars/happy hours, a Career Center job board, mentoring program, summit awards, and certification-aligned training that earns CTP, AAP, and CPE credits.

Product overview

RMAFP is a regional professional association providing a comprehensive ecosystem of services for treasury and finance professionals. The organization operates as a single unified membership-based platform rather than a traditional product company. Core offerings include the annual Rocky Mountain Summit conference, monthly events (webinars, happy hours, luncheons), Career Center for job postings, Continuing Education programs with CTP/AAP/CPE certification support, an Online Store for sponsorships and event packages, Mentoring Program, and Summit Awards recognition. The association uses YourMembership.com as its underlying association management software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Rocky Mountain Summit

Quantifiable outcome

• Up to 7.2 CTP credits and 2.4 AAP credits available at the annual Summit conference
• +1 more outcomes

Named customers37 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and minor.

• YourMembership.com (Momentive Software Holdco, LLC)coreTechnology or Integration · 1 January 1998YourMembership.com provides the association management software powering the RMAFP website since 1998. The platform enables membership management, website features, event registration, member invoicing/dues, email marketing, event management, career center, and buyer's guide products. It is described as robust membership software for member-based organizations.
• Robert Half Talent SolutionsminorStrategic or Co-development PartnerRobert Half Talent Solutions is the featured Career Center sponsor for RMAFP. As part of the partnership, Robert Half gains exposure including invitations to RMAFP events, website Career Page visibility, monthly event slide show exposure, and LinkedIn RMAFP Company Page highlight postings.
• Association for Financial Professionals (AFP)coreStrategic or Co-development PartnerAFP is the national association to which RMAFP submits applications for CTP (Certified Treasury Professional) and FP&A certification approvals for each event. RMAFP is a regional treasury management association that connects to the national AFP network for certification and credentialing.
• NACHA / WesPay (Regional Payment Association)coreStrategic or Co-development PartnerThrough partnership with WesPay, RMAFP offers AAP (Accredited ACH Professional) credits for select events throughout the year. The annual Summit is approved for up to 2.4 AAP credits through this NACHA/WesPay partnership.
• NASBA (National Association of State Boards of Accountancy)coreStrategic or Co-development PartnerRMAFP is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors since March 2010. Complaints regarding registered sponsors may be addressed to NASBA at 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417.
• Robert Half Talent Solutions (Career Sponsor)minorGTM or Marketing PartnerExclusive RMAFP Career Sponsor at $500/year. Benefits include: invitation to speak at the 2026 Rocky Mountain Summit, invitations to all RMAFP events at no cost for networking-only events, website Career Page exposure, monthly event slide show visibility, one-time attendance at member events (e.g., January CFO event), and LinkedIn RMAFP Company Page highlight postings.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Others

• Robert Half Talent Solutions: Robert Half is RMAFP's featured Career Center sponsor and an ecosystem partner. While not a competing association, it is a closely aligned partner organization whose recruiting business depends on the same treasury/finance professional community RMAFP cultivates.
• YourMembership.com (Momentive Software): YourMembership.com is the association management software provider powering RMAFP's membership, events, and e-commerce infrastructure. As a long-standing infrastructure partner since 1998, it is an ecosystem dependency rather than a competitor.

Direct peers

• Chicago AFP: Regional AFP chapter for the Chicago market, delivering local luncheons, networking events, and continuing education to corporate treasury practitioners. Closely comparable in operating model, revenue mix, and member value proposition to RMAFP.
• Boston AFP Chapter: A regional AFP chapter serving treasury and finance professionals in the Boston metro area. Operates on essentially the same community-led, dues-plus-sponsorship-plus-events model as RMAFP, providing a close structural peer for benchmarking.

Broad incumbents

• Association for Financial Professionals (AFP): AFP is the national parent body for treasury and finance professionals and is RMAFP's primary partner for CTP and FP&A certification approvals. It is the most direct comparable at the national level, offering overlapping certification, education, and networking products but at broader geographic scale.
• GFOA (Government Finance Officers Association): GFOA serves public-sector finance officers with training, certification, and networking. While its primary audience is government rather than corporate treasury, it is a comparable professional-association business model and competes for continuing education sponsorship dollars in the same region.
• Financial Executives International (FEI): FEI is a membership organization for senior financial executives (CFOs, controllers, treasurers) and overlaps with RMAFP's audience at the corporate finance leadership tier, offering peer networking, continuing education, and advocacy.
• IMA (Institute of Management Accountants): IMA serves management accounting and finance professionals globally, offering CMA certification and continuing education. It overlaps with RMAFP's practitioner audience in corporate finance roles and competes for continuing education spend.
• NACHA / The Electronic Payments Association: NACHA is the parent organization behind WesPay, with which RMAFP partners to deliver AAP (Accredited ACH Professional) credits. NACHA governs the ACH network and operates education programs serving the same treasury and payments professional audience as RMAFP.

Regional players

• Treasury Management Association (TMA / AFP Canada): AFP's Canadian affiliate serving treasury and finance professionals in Canada with regional programming, certification, and networking. Functionally a direct peer but operates in a different geographic market than RMAFP.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/Rockymafp

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Rocky Mountain Association for Financial Professionals