Wisconsin Association for Financial Professionals (WIAFP)

The Wisconsin Association for Financial Professionals (WIAFP), formerly known as Wisconsin Treasury Management Association (WTMA), was founded in 1978 by a group of treasury management professionals in the southeastern Wisconsin area looking to develop a network for sharing of Cash and Treasury Management concepts and to establish a forum for educational development of its members. The association has continued to hold meetings directed at fulfilling that purpose since that time.

Originally, the Association membership was comprised primarily of employees of large Milwaukee based corporations. As the Cash and Treasury Management profession continued to develop and evolve, and Treasury Management products became more widely distributed, employees of medium and smaller sized businesses have found the association a valuable means to acquire additional knowledge of the concepts and best practices in the Cash and Treasury Management profession. In 1986, membership was opened to employees of the various financial services providers in recognition of the vital contribution these organizations provide toward meeting the educational goals of the Association. The Wisconsin Association for Financial Professionals (WIAFP) continues to evolve as the business environment changes and our profession expands.

Mission Statement

The WIAFP's mission is to be the premier education and networking forum for treasury and other financial professionals, primarily serving southeast Wisconsin.

Membership

WIAFP welcomes membership from both corporate practitioners and service providers, whose primary job responsibility is the practice of treasury or financial management. Our diversity stems from having members from a variety of Wisconsin-based corporations and from organizations who provide cash management and treasury solutions within the Wisconsin market. 

Membership

WIAFP welcomes membership from both corporate practitioners and service providers, whose primary job responsibility is the practice of treasury or financial management. Our diversity stems from having members from a variety of Wisconsin-based corporations and from organizations who provide cash management and treasury solutions within the Wisconsin market. 

Networking and Educational Events

Monthly luncheon meetings and the annual conference focuses on providing members educational topics related to cash and treasury management as well as networking opportunities. Meetings cover topics such as cash management systems, economic issues, cash forecasting, finance, banking regulations, industry trends and updates, cyber-security, and best practices. Meetings consist of speaker presentations or panel discussions.

CTP and FP&A Recertification Credits

Attendees of monthly luncheon meetings and the annual conference earn Association for Financial Professionals (AFP) continuing education credits for the CTP and FP&A recertification. For additional information email info@wiafp.org.

Get Involved

WIAFP offers its members numerous opportunities to get involved to strengthen and expand our organization via elected positions and various committee assignments. For additional information email vp@wiafp.org.

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