Welcome to Circle: A Guided Tour of IOFM’s New Member Community

Say hello to Circle, IOFM’s new home for connection, conversation, and support between events.

As an IOFM member, you now have access to a space designed just for you: a place to connect with peers, ask questions, get answers, and stay engaged with the IOFM community year-round. Join us for a live, guided tour so you can get comfortable and confident from the very first click. We’ll cover:

• A full tour of the Circle platform and its features
• How to navigate, interact, and engage within the community
• How IOFM Chapters live inside Circle, including how chapter meetings and chats are organized and run
• Tools for better collaboration and staying connected with fellow members
• Where to go for support, resources, and ongoing conversation once you’re in 

Come with your questions, we’ll walk through everything you need to know to make the most of your new community.

Speakers:

Grace Berube
Senior Content Manager, IOFM

Grace is the Senior Content Manager at the Institute of Finance & Management (IOFM), where she has led content strategy and development since 2022. In this role, she oversees all aspects of IOFM’s digital and event-based content, ensuring it remains timely, relevant, and actionable for all financial operations professionals.

Grace manages IOFM’s robust library of site content, leads the organization’s editorial and member webinar programming, and hosts IOFM’s podcast series. She also oversees a team of subject matter experts who contribute thought leadership and educational articles. In addition, Grace curates and manages all speaker content for IOFM’s in-person and virtual events, ensuring consistency and quality across every touchpoint. With over three years in the role, Grace brings a deep understanding of the financial operations landscape and a passion for delivering content that empowers professionals to excel in their roles.

Rachel Moser
Digital Products Manager, IOFM

Rachel is the Digital Products Manager at IOFM, where she leads community and engagement across digital spaces. From fostering peer-to-peer connection to extending professional development beyond IOFM conferences, she's dedicated to keeping the IOFM audience connected, learning, and growing, wherever they are.

Continuing education credits available!

 Continuing Education for IOFM Certification

Receive 1 CEU toward maintaining a certification with IOFM! IOFM's premier certification programs are designed to establish standards for the industry and recognize financial operations professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the body of knowledge in their profession. Additional rules may apply, depending on your certification. See full guidelines here. 

Accessibility Information:

IOFM is committed to accessibility. Disability-related accommodation requests for the live event (such as providing live captioning) should be sent to [email protected] by close of business the day before the live webinar. A captioned recording of this webinar can be made available upon request to [email protected].

Cancellation policy:

To cancel your registration for this event, simply contact IOFM customer service at [email protected] (or call 207-842-5557) no later than 24 hours prior to the scheduled start of the event. You can choose to access the full recorded event, or, your credit may be applied toward the purchase of any IOFM product or interactive event. If for any reason you are not completely satisfied with this program, we will provide a full refund — no questions asked!

For more information:

Contact Customer Service:

Email: [email protected]