How to Use Your Membership

As one of the benefits of Membership, IOFM Members have 24/7 access to the digital library here on

Our website has over 4,000 resources curated by an unmatched team of industry leaders and subject matter experts — and more content is being added daily. As a Member of the world’s largest organization dedicated to financial operations professionals, you'll have, at your fingertips: 

The more you use your Membership, the more value you will get out of it. To that end, we've gathered instructions on how to leverage this tool. 

How to Use Your IOFM Membership

New Member Welcome Guide

Are you a new IOFM Member or simply don't know where to start? Read our New Member Welcome Guide for instructions on how to set up your Membership and recommended first steps. 

Get Started

Membership Video Tour

This overview of your Membership benefits will introduce you to everything included in your subscription (Hint: It comes with a lot!). 

Watch Now

Membership Help Center

We post answers to our FAQs in the IOFM Help Center. Find resolutions and troubleshooting tips for common questions and issues by clicking Help in the top navigation menu of any page. 

Find quick answers

Talk to Our Member Success Team

Can't find the content you were looking for? Need help with your account? Email us at [email protected] or call us at 207-842-5557 from 9am-5pm ET Mon-Thu and 9am-3pm ET on Fridays. Our team is also on live chat (Help button in the lower right) as availability permits! 

Contact us

Schedule a Personalized Walk-Through

Our training advisors offer screenshare tours of This is a great option to onboard your entire team! You can reach out to your training advisor directly to schedule. If you're not sure who your training advisor is, reach out to our Member Success Team to schedule. 

Schedule today

The team at IOFM is committed to helping financial operations professionals work with greater confidence and increased efficiency. We look forward to assisting you! 

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