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Everything You Need Lives at IOFM
The Cash Management Leadership Institute (CMLI) has transitioned. The community, resources, education and expertise now live at The Institute of Finance & Management (IOFM).
Welcome to IOFM.
If you landed here looking for the Cash Management Leadership Institute (CMLI), you’re in the right place. CMLI has transitioned, and IOFM is where you’ll find all the education, community, and professional development you need for financial operations and cash management.
As the leading organization for finance operations professionals, you’ll find more courses, deeper research, broader community, and a Certification pathway that validates your expertise.
10K+
Members + Subscribers
25+
Years of Excellence
4K+
Content Resources
30K+
Certified Professionals
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A monthly newsletter for financial operations professionals, delivering the news, insights, and trends that matter most to you.
Your CMLI Content Has a New Home Here.
From cash management fundamentals to AP automation and beyond — explore resources that transfer directly from CMLI, plus new doors only IOFM can open.
4,000+ Content Pieces (and Counting)
Financial operations professionals turn to IOFM's deep resource library to master their craft and transform the back office. Become a Starter Member for 5 articles a month or unlock the full library with a Paid Membership. To see what membership unlocks, schedule a demo with one of our Training Advisors below.
Here are just a few examples:
- Cash Forecasting Playbook: How Treasury Leaders Stay Ahead in Uncertain Times
- Mitigating Cyber Attack and Payment Fraud Risks: A Guide for Treasury and Cash Management Professionals
- Mastering Cash Application: Best Practices for Cash Management & Treasury Professionals
- Risk Monitoring Assessment Checklist
- Treasury Risk Exposure Checklist
Master Classes
15 specialized classes designed to provide relevant upskilling (or reskilling) opportunities on focused topics with a limited time commitment.
Ask The Expert
IOFM Members rely on “Ask the Expert” when a situation or problem can’t easily be solved by looking in a guide. With access to over 400 subject matter experts, this is where back office professionals get real answers in real time. Unlocked fully as a Paid Member.
Benchmarking Reports
Updated annually, IOFM’s Benchmarking reports offer the insights you need to measure accurately, set realistic goals, and drive improvements. Find out how your peformance compares to your peers in these must-have reports.
Two Ways In.
Both Lead Somewhere Great.
Ready to make IOFM your professional home? Explore Membership options to find the right fit, or start with a Certification that puts your expertise on the map.
Become a Member
IOFM unlocks access to the education, research, and community that professionals like you rely on, with plans designed to fit your role and goals.
- 4,000+ resources: articles, tools, templates, & more
- Exclusive benchmarking reports
- 1099 + 1042s Master Guides (Updated annually)
- "Ask the Expert" Access: Real answers from 400+ experts
- Discounts on certifications, guides, and IOFM events
- CEU credits toward Certification maintenance
- Members only compliance and fraud webinars
Get Certified
Earn a globally recognized IOFM Certification that signals mastery, credibility, and career readiness to employers and peers alike.
- Accounts Payable: Specialist and Manager (APS or APM)
- Accounts Receivable: Specialist and Manager (ARS or ARM)
- Procure-to-Pay: Specialist and Manager (APPS or APPM)
- Order-to-Cash: Specialist and Manager (AOCS or AOCM)
- 1099 Reporting Specialist (CPRS)
- And more...
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