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Institute of Finance & Management
2024 Master Guides to Compliance
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NEW AR Benchmarking Report!
Compare your DSO to top performing AR teams<br> [linkBtnMediumBlue]Download for free[/linkBtnMediumBlue]
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Save the Date: May 12-14, 2025 at Loews Sapphire Falls Resort in Universal Orlando, FL! <br> [linkBtnMediumBlue]Learn More[/linkBtnMediumBlue]
AI + The New Human Frontier: How AI will Reshape the Human Experience
First AI Member Webinar is available on-demand now! <br> [linkBtnMediumBlue]Watch Now[/linkBtnMediumBlue]
See how IOFM Certification benefits you, your team, and your organization!
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2024 Benchmarking Reports
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IOFM webinars offer outstanding opportunities for training and professional development. Join our subject matter experts live, or on demand and stay up to speed on the latest trends and topics.
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Tuesday, December 3, 2024 | 12:00pm-1:00pm Eastern Time | Free Webinar
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Wednesday, December 4, 2024 | 9:00am - 6:00pm Eastern Time | Free
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Monday, December 9, 2024 | 2:00pm-3:00pm Eastern Time | Free Webinar
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Wednesday, December 11, 2024 | 2:00pm-3:00pm Eastern Time | Free Webinar
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- Member Compliance Webinars
Thursday, December 12, 2024 | 2:00PM - 3:45PM Eastern Time
Upcoming Events
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Ask the Expert
Have you ever wondered “what is the correct procedure for handling prior year 1099 corrections?” — or something similar?
Get your specific questions answered by our team of experts and browse over over 1,100 previous questions!
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by Debra R. Richardson
In the article "Four Free Public Resources to Find Missing IRS TINs," the focus was on finding missing taxpayer… Read More
by Debra R. Richardson
We’ve all been there. In preparation for tax reporting, the vendor legal names and taxpayer identification numbers (TINs)… Read More
Even in organizations that already have sophisticated automation tools, Excel is probably being used in some capacity. While traditional thinking is… Read More
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Benchmarks, best practices, and the keys to compliance
IOFM Members have anytime access to an unmatched collection of articles, tools, templates, policies, checklists and calculators for every area of their professional responsibilities — plus exclusive benchmarking reports, critical compliance webinars and much more. In short, they’ve discovered that membership helps them work with greater confidence and increased efficiency.
What are other teams doing differently than you? This is your go-to guide to unearth best practices utilized by top-performing AR teams.
This free
… Read More
There is no value in manually applying cash to your accounts. It invites errors and wastes time your team could better spend on higher-value tasks.
… Read More
2024 AP Benchmarking Report: Automation and Technology -
This year, we once again analyze the progress of AP organizations’ move to technology.… Read More
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