Welcome to the Team!

You've been added to someone's IOFM Membership subscription!

This might be the first time you're hearing of IOFM, or maybe you're not quite sure what being a Member entails. We put together this introduction to orient you to your new Membership! 

Step 1: Allow us to introduce ourselves.

The Institute of Finance and Management (IOFM) is the leading provider of education, training and resources for financial operations professionals. Please watch the below video for an overview of what we provide: 

Step 2: Get to know your Member benefits

Your Membership goes with a lot of benefits built in. Over the next few weeks, IOFM will be sending you emails (from [email protected]) highlighting different Member benefits. However, we would recommend taking a minute to review the below list so that you're ready to use these tools when the opportunity arises! 

Your Member benefits include:

Step 3: Use these tips to navigate IOFM.com!

If you still see the paywall up on any content on IOFM.com, make sure that you're logged in! If you're logged in, it will say "My Account" (rather than "Login") on the button in the upper right. 

Finding Member Resources

You can navigate to Member benefits using the Membership menu in the top navigation. You can jump to our featured or most popular resources, explore by by industry (AP & P2P or AR & O2C) or by the type of resource under the Membership > Member Resources sub-menu. 

Searching Member Resources

If you have a specific topic in mind, you can use the search bar on the homepage to search all the content on IOFM.com. On the search results, you can use the Filter sidebar on the right or the Sort by widget at the top left of "All Results" to further hone your results.  

Didn't find what you were looking for? Ask the Expert! 

IOFM knows sometimes you have a specific question or concern you need addressed one-on-one or sometimes, new challenges and sitautions arise in our work life that have not yet been addressed in Member content. You can talk directly with IOFM Editors and Advisory Panelists via IOFM's online Ask the Expert feature. It can be found under Membership > Ask the Expert in the top navigation menu. 

Completely stumped? Benchmarking is a good start. 

If you signed up for Membership to improve your or your team's performance but aren't sure where to begin, IOFM recommends starting with our benchmarking data, exclusive to IOFM Members. Benchmarking data can be found under the top navigation menu under Membership > Member Resources > Benchmark Reports.

Comparing your own department's performance against the performance of your peers will reveal which the areas in which you can most improve. This is your baseline! Key Performance Indicators (KPIs) will also give you metrics to measure your improvement moving forward. Once you know what you want to improve, you can use the Member resources on IOFM.com (or the Member discounts available for additional training through Certification and Events) to improve on these KPIs and become best-in-class! 

AP BENCHMARKING         AR BENCHMARKING

If you need additional help with using your Membership, you can contact the Member Success Team at [email protected] or 207-842-5557.