Southwest Ohio AFP

What Southwest Ohio AFP does

The Southwest Ohio Association for Financial Professionals (SWOAFP) is a Cincinnati-based nonprofit professional association, founded in 2014 (with a nonprofit certificate reinstated in 2019 and bylaws adopted in December 2021), that serves treasury, finance, and banking professionals across the Greater Cincinnati and Dayton area. It operates as a regional affiliate of the national Association for Financial Professionals (AFP) and runs a season-based programming calendar from September through June, delivering monthly Education Series sessions, an annual conference, a Season Launch Party, and CTP/FP&A continuing education credits to members drawn from corporate treasury, banking, higher education, healthcare, manufacturing, and public sector organizations.

The organization's service delivery is built on the Wild Apricot membership management platform, which powers its website (swoafp.org), member database, event registration, and renewals, and supports self-serve enrollment via Google, Microsoft, and Apple single sign-on. There are no proprietary technology products, patents, or AI capabilities; SWOAFP is a community-and-events organization rather than a software company.

SWOAFP's revenue model combines individual membership dues with a three-tier corporate sponsorship program — Diamond at $2,000, Platinum at $1,000, and Gold at $500 — each bundling annual memberships, annual conference tickets, logo placement on the website and conference materials, and speaking or vendor-table opportunities. The association is governed by a volunteer board (President, Vice President, Treasurer, Secretary, and committee chairs) elected annually, with the 2026-2027 season led by Tressa Young, CTP (Merchants National Bank) as President alongside officers from Fifth Third Bank, LCNB, US Bank, CareSource, First Citizens Bank, and E.W. Scripps.

Name

Southwest Ohio AFP

Legal name

Southwest Ohio Association for Financial Professionals

Website

https://swoafp.org

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Southwest Ohio AFP is a Cincinnati-based nonprofit regional affiliate of the Association for Financial Professionals that delivers monthly education sessions, an annual conference, networking events, and CTP/FP&A continuing education credits to treasury, finance, and banking professionals across the Greater Cincinnati and Dayton area.

Ownership category

akta.pro rank

Headquarters

HQ city

Cincinnati

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. Sponsorship Revenue: Corporate sponsorships at three tiers (Diamond $2,000, Platinum $1,000, Gold $500) provide revenue and include company logo placement, event mentions, and membership bundles.
2. Membership Dues: Annual memberships for treasury and finance professionals, with complimentary memberships bundled with sponsor tiers.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

SWOAFP is a regional nonprofit professional association that delivers professional education, networking events, and CTP/FP&A continuing education credits to treasury, finance, and banking professionals across the Greater Cincinnati and Dayton area of Southwest Ohio. Core deliverables include a monthly Education Series, a Season Launch Party, an annual conference, and three tiered corporate sponsorship packages (Diamond, Platinum, Gold).

Product overview

Southwest Ohio AFP is a professional association for treasury and finance professionals, not a technology product company. The organization offers a unified platform of professional development services including monthly Education Series sessions, an annual conference, networking events, and CTP/FP&A certification support. The portfolio consists of core programming (Education Series, Season Launch Party, Annual Conference) supplemented by three sponsorship tiers (Diamond, Platinum, Gold) that provide member benefits and promotional opportunities for corporate sponsors. The organization uses Wild Apricot membership software to deliver these services.

Differentiator

Problem solved

Functional benefit

Products and services

• Annual Membership Annual subscription membership granting individual treasury, finance, and banking professionals access to SWOAFP programming, events, networking, and CTP/FP&A continuing education credit eligibility.
• Education Series Monthly virtual education sessions focused on treasury, fraud prevention, payments, leadership, and financial strategies for treasury and finance professionals in Southwest Ohio.
• Season Launch Party Annual networking reception that opens each SWOAFP season, connecting treasury, banking, and finance professionals in the Southwest Ohio region.
• Annual Conference Annual flagship conference delivering professional education, networking opportunities, and industry insights to finance professionals in the Greater Cincinnati and Dayton area.
• CTP/FP&A Continuing Education Credits Continuing education programs supporting Certified Treasury Professional (CTP) and Financial Planning & Analysis (FP&A) certification maintenance and professional advancement for members.
• Diamond Sponsorship $2,000 annual sponsorship tier that includes prominent company logo placement on all annual conference marketing, thank-you signage, handouts, and promotional items; four individual memberships; four annual conference tickets; a preferential speaking opportunity at the annual conference; and a vendor table at the conference.
• Platinum Sponsorship $1,000 annual sponsorship tier that includes larger company logo placement on the SWOAFP website for 12 months; the option to provide materials or giveaways at monthly meetings and the Annual Conference; two complimentary memberships for the season; and two annual conference tickets.
• Gold Sponsorship $500 annual sponsorship tier that includes one complimentary membership for the season and one annual conference ticket, along with baseline logo placement and event mentions.

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

One partnership is on record.

• Association for Financial Professionals (AFP)coreStrategic or Co-development PartnerSWOAFP is a regional affiliate of the Association for Financial Professionals (AFP), the premier organization for finance and treasury professionals. This affiliation provides credibility, access to AFP resources, CTP/FP&A certification programs, and connection to the broader AFP network of finance professionals.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• IMA (Institute of Management Accountants): National professional association for management accountants and finance professionals offering CMA certification, continuing education, and a chapter network that competes for the same treasury/finance membership wallet as SWOAFP.
• AICPA: National association for CPAs and accounting/finance professionals that overlaps with SWOAFP's member base in higher education, healthcare, manufacturing, and public-sector finance roles.
• Financial Executives International (FEI): Membership organization for senior financial executives (CFOs, VPs of Finance, Treasurers) that runs regional chapters and provides networking and education directly competing for SWOAFP's target persona.
• Association for Financial Professionals (AFP): National parent organization of which SWOAFP is a regional affiliate. AFP provides the CTP/FP&A certification programs, branded content, and national network that SWOAFP locally extends to Southwest Ohio treasury and finance professionals.

Direct peers

• Atlanta AFP Chapter: Another regional AFP affiliate chapter operating with the same model — local treasury/finance professional association under the AFP umbrella, offering monthly education, networking, and a sponsorship/sponsorship-tier structure analogous to SWOAFP.
• CFA Society Cincinnati: Regional Cincinnati CFA Institute member society serving investment and finance professionals with monthly events, education, and networking — directly comparable model to SWOAFP in the same geography and overlapping member persona.
• Ohio Society of CPAs: State-level professional membership organization for Ohio accounting and finance professionals offering CPE, networking, and chapter programming — directly comparable regional association model serving overlapping member segments.

Regional players

• Greater Cincinnati Chamber of Commerce: Regional business membership organization in the same Greater Cincinnati geography offering networking, education, and corporate sponsorship programs that partially overlap with SWOAFP's value proposition to local finance professionals.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/southwest-ohio-afp

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Southwest Ohio AFP