AFP-Montréal

What AFP-Montréal does

AFP-Montréal (Association des Professionnels en Finance de Montréal) is a non-profit professional association incorporated under Quebec law, serving treasury, finance, and FP&A professionals in the Montreal region. Formerly known as ACGT Montreal, it was renamed to align with the American AFP US association and expanded its mission in 2024 to include Financial Planning & Analysis alongside treasury and financial risk management. The association delivers value through a season-based program of dinner conferences, lunch conferences, networking cocktails, CFO meetups, and exclusive company visits, complemented by the FOCUS triannual publication and pathways to CTP and FPAC certifications.

The organization has no proprietary technology platform; its website and membership infrastructure are powered by Yapla, a Montreal-based association management platform. Distribution is direct and exclusively Quebec-based, with events hosted at downtown Montreal venues including Saint-James Club, Club St-Denis, and Les Enfants Terribles. Multi-channel marketing includes LinkedIn, YouTube, email newsletters, and the bilingual website, with all transactions processed through the Yapla platform.

The revenue model is recurring and event-driven: individual memberships at $500/year and organization memberships at $600/member/year form the base layer, complemented by a five-tier season sponsorship program ($2,700 Bronze to $9,500 Diamond) and flexible ticket books for non-member attendees. The association employs 12 staff and is governed by a Board of Directors, operating independently though with collaborative ties to AFP US.

Name

AFP-Montréal

Legal name

Association des Professionnels en Finance de Montréal - AFP Montréal

Website

https://afp-montreal.ca

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

AFP-Montréal is a non-profit professional association serving treasury, finance, and FP&A professionals in Montreal, Quebec. It generates revenue through individual memberships, organizational memberships, and tiered season sponsorships, delivering events, networking, and certification pathways including CTP and FPAC.

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Business Associations (813910)

SIC

Services-Membership Organizations (8600), Services-Educational Services (8200)

akta.pro primary industry

Association & Society Conference Management (Nonprofit, Professional Bodies) (THAHACAA)

Keywords

• Professional association services
• Finance professional development
• Treasury networking events
• FP&A certification resources
• Corporate sponsorship programs

Headquarters

HQ city

Montréal

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Individual Membership Fees: Individual professionals pay annual membership dues for access to events, resources, member directory, and networking opportunities.
2. Organization Membership Fees: Companies and organizations enroll team members at $600 per person per year for full member benefits including events, training, and resources.
3. Sponsorship Revenue: Organizations purchase season sponsorships at various tiers (Bronze $2,700 to Diamond $9,500) combining memberships, ticket books, and brand visibility across events and platforms.
4. Flexible Ticket Books: Organizations purchase non-member event tickets in book bundles (5-25 tickets) to invite clients and guests to events.
5. Single-Event Sponsorship: Organizations can sponsor individual events for $1,500, receiving two tickets, speaker's table seats, and logo placement.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

AFP-Montréal is a non-profit professional association that serves finance, treasury, and financial management professionals in the Montreal region. It offers a year-round events program (dinner conferences, lunch conferences, networking cocktails, workshops), tiered membership programs for individuals and organizations, certification pathways for CTP and FPAC credentials, and the FOCUS triannual publication. The association generates revenue through annual membership dues, sponsorship packages, event ticket sales, and flexible ticket books.

Product overview

AFP-Montréal is a professional association for finance, treasury, and financial management professionals in Montreal. Its core offering consists of a comprehensive events program featuring dinner conferences, lunch conferences, networking cocktails, and professional workshops. The association provides tiered membership options including Individual ($500/year), Organization ($600/member/year), and Season Sponsorship Packages (Bronze to Diamond, $2,700-$9,500). Additional offerings include the FOCUS triannual publication, FP&A and CTP professional development resources with certification pathways, and exclusive access to financial leaders and CFO meetings.

Differentiator

Problem solved

Functional benefit

Products and services

• AFP-Montréal Events Program Seasonal program of professional events including dinner conferences, lunch conferences, networking cocktails, and workshops for finance, treasury, and FP&A professionals in the Montreal region, featuring company visits, CFO meetings, and panels on topics such as AI in Finance and Bloomberg training.
• Individual Membership Personal annual membership for finance professionals providing full access to all association events, member directory, and exclusive resources at $500 per year. No employer sponsorship required.
• Organization Membership Corporate membership allowing companies to designate team members as full association members at $600 per person per year, with access to events, training, resources, and member directory. Unlimited team members can be enrolled.
• Season Sponsorship Packages Five-tier sponsorship program from Bronze ($2,700) to Diamond ($9,500) per season offering brand visibility, event access, speaker table seats, reserved tables, and bundled memberships with flexible ticket books for organizations.
• FOCUS Publication Triannual in-house publication providing informative and in-depth content on treasury and FP&A topics, exclusive to logged-in members, published in partnership with Diamond sponsors.
• FP&A Professional Resources Educational resources and conferences dedicated to Financial Planning & Analysis, including the pathway to FPAC (Certified Corporate Financial Planning & Analysis Professional) certification for FP&A professionals.
• CTP Certification Resources Certified Treasury Professional (CTP) certification preparation resources and recertification credits (e.g., 1.2 credits per qualifying event) for treasury professionals, providing a gateway to AFP US certification programs.
• Flexible Ticket Books Non-member event tickets sold in book bundles (5-25 tickets) at tiered discounts (5-10% off the regular $140/ticket rate), allowing organizations to invite clients and guests to association events.

Quantifiable outcome

• CTP and FPAC recertification credits available at events (e.g., 1.2 credits per qualifying event)

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• JA QuébeccoreStrategic or Co-development Partner · 1 January 2024AFP-Montréal has partnered with JA Québec to support youth financial literacy and entrepreneurship education. The partnership aims to promote JA Québec's mission within the AFP-Montréal community, encouraging members to contribute to developing financial literacy among young people and preparing them for the workforce and entrepreneurship.
• JA QuébeccoreGTM or Marketing PartnerJoint initiative to support JA Québec's programs that inspire and prepare young people to succeed in a globalized economy through financial literacy education and entrepreneurship programs in schools.
• RJV CommunicationsminorGTM or Marketing PartnerRJV Communications organizes the Cocktail des Présidentes et des Femmes Leaders 2026 event, with AFP-Montréal represented at this VIP networking event for women business leaders, now in its fourth edition.
• BMO Groupe financierminorGTM or Marketing PartnerBMO Financial Group is the presenting sponsor of the Cocktail des Présidentes et des Femmes Leaders 2026 event, hosted at BMO's prestigious Salons BMO in Old Montreal.
• YaplacoreTechnology or IntegrationYapla provides the website platform powering afp-montreal.ca, handling membership management, event registration, newsletter subscriptions, and payment processing. Yapla's head office is at 5605 Avenue de Gaspé, Montréal, Québec H2T 2A4.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• CFA Society Montreal: Local Montreal chapter of the CFA Institute serving investment and finance professionals. Comparable as a Montreal-based finance professional association running member events, networking, and continuing education programming for a similar persona base.
• Financial Executives International Canada (FEI Canada): Canadian association for senior financial executives (CFOs, VPs of Finance). Comparable as a membership-based association serving finance leaders with peer networking, events, and professional development programming.
• IIA Canada (Institute of Internal Auditors): Canadian arm of the global internal audit profession association. Comparable as a professional membership body offering events, certification (CIA), and CPE programming to a corporate finance/risk audience, with regional chapter structure paralleling AFP-Montréal.
• CPA Quebec / Ordre des CPA du Québec: Provincial professional order for chartered professional accountants in Quebec. Comparable as a Quebec-based professional association providing CPE, networking events, and certification resources for finance professionals, including an FP&A-adjacent audience.
• PMI Montreal (Project Management Institute): Local Montreal PMI chapter serving project management professionals. Comparable as a Montreal-based nonprofit professional chapter running membership tiers, seasonal events, and certification (PMP) preparation programming with similar operating model and scale.

Others

• Yapla: Montreal-based SaaS platform for membership management, event registration, and payment processing used by AFP-Montréal. Comparable as an ecosystem partner/infrastructure provider enabling association operations rather than a direct competitor.
• RJV Communications: Montreal-based communications and event organizer that runs the Cocktail des Présidentes networking event where AFP-Montréal participates. Adjacent ecosystem partner enabling women-leader networking rather than a direct peer.

Regional players

• ACAMS Montreal Chapter: Montreal chapter of the Association of Certified Anti-Money Laundering Specialists. Comparable as a Montreal-based finance-adjacent professional association running local events and certification-related programming for a similar corporate finance audience.
• ACFE Montreal Chapter (Association of Certified Fraud Examiners): Canadian chapter association for fraud examination and forensic finance professionals. Comparable as a professional membership body running local events and certification programming targeted at finance/risk professionals in Montreal.

Broad incumbents

• Association for Financial Professionals (AFP US): AFP US is the parent-aligned U.S. national association for treasury and finance professionals. AFP-Montréal explicitly references AFP US certification programs (CTP, FPAC) and brand alignment, making it the closest comparable organization despite operating at a national rather than regional scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@afpmontreal7930?si=dEV1dOmsxJm2qIZY
• LinkedInlinkedin.com/company/afp-montreal

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 AFP-Montréal