Our Story

Accounting and finance professions have each undergone nothing short of a complete transformation since the Institute of Finance and Management (IOFM) was founded in 1982 and since then our mission has been, and continues to be, to align the resources, events, certifications, and networking opportunities we offer with what companies need from the accounting and finance functions to deliver market leadership. IOFM empowers accounting and finance professionals to maximize the strategic value they offer their employers. 

Our enduring commitment to serving the accounting and finance professions is unmatched. IOFM has certified over 25,000 accounting and finance professionals and serve several thousand conference and webinar attendees each year.

IOFM is proud to be recognized as the leading organization in providing training, education and certification programs specifically for professionals in accounts payable, procure-to-pay, accounts receivable and order-to-cash, as well as key tax and compliance resources for global and shared services professionals, controllers, and their finance and administration (F&A) teams.

Our Team

Brian Cuthbert
Executive Director
Megan Hall
Senior Manager of Events and Digital Products
Josh Barrett
Marketing Director
Allison Hughes
Account Manager
Becca Carifio
Certification Coordinator
Elaine Stattler
Editor
Gail Robinson
Account Executive
Glenn Dulberg
Account Executive
Gordon Bivens
National Sales Manager
Jason Lavigne
Senior Marketing Coordinator
Jess Scheer
Continuing Education Manager
Judy Bicking
Senior Trainer
Kara O'Brien
Speaker Coordinator
Liz Fallon
Customer Service and Sales Operations Coordinator
Royce Morse
Editor
Samantha Schulte
Event Coordinator
Tina Kidd
Sales Coordinator
Victoria Ryder
Marketing Coordinator
Wesley Doane
Sales Manager
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