比較 · 17 重要な相違点
Financial Executives International vs Family Business UK
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認証済み September 2026
職業団体
認証済み September 2026 Financial Executives International
Senior corporate finance executives - CFOs, chief accounting officers, controllers, treasurers, tax executives and audit committee members
家族経営企業向け組織
Family Business UK
UK family businesses of any size and generation: owners, shareholders, family directors, next-generation family members and the non-family executives and NEDs who work with them
記録が示す内容
- Role or title: Financial Executives International: Qualifying title: CFO, chief accounting officer, controller, treasurer, VP of finance, tax, risk management or planning and analysis, a director in those functions, or audit committee member; Family Business UK: No published role or title.
- Minimum company revenue: Financial Executives International: Company must have at least $10 million in annual revenues (or meet an alternative size test); Family Business UK: No published minimum company revenue.
- Minimum net worth: Financial Executives International: Alternative company test: $2 million in net worth; Family Business UK: No published minimum net worth.
- Geographic restriction: Financial Executives International: United States; members within 75 miles of a chapter must join that chapter; Family Business UK: United Kingdom.
- Annual dues: Financial Executives International: $399–499 a year; Family Business UK: £550–4,675 a year.
並べて比較
| Financial Executives International | Family Business UK | |
|---|---|---|
| プロフィール | ||
| 種別 | Professional association | Family-business organization |
| 設立 | 1931 (Founded as the Controllers Institute of America in 1931; renamed Financial Executives Institute in 1962 and Financial Executives International in 2000.) | 2001 (Incorporated at Companies House on 25 July 2001 as The Institute for Family Business (UK); FBUK's own about page dates the organisation to 2001.) |
| 本部所在地 | Morristown, United States | London, United Kingdom |
| Geographic footprint | United States: 56 local chapters listed on FEI's own chapter index, from Hawaii to Long Island | United Kingdom-wide, with regional events across the UK regions and nations |
| 会員 | 10,000as of September 2026 | Not publicly disclosed: FBUK describes itself as the UK's largest organisation dedicated to family businesses but publishes no member figure. |
| チャプター | 56 | FBUK has no formal chapters. It runs regional events plus six member communities segmented by role and generation. |
| Primary audience | Senior corporate finance executives - CFOs, chief accounting officers, controllers, treasurers, tax executives and audit committee members | UK family businesses of any size and generation: owners, shareholders, family directors, next-generation family members and the non-family executives and NEDs who work with them |
| 典型的な会員像 | Members hold policy-making finance roles at companies across every major industry, from Fortune 500 businesses to mid-sized enterprises. Eligibility requires both a qualifying title and a company that clears a size test. | Members range from very large, long-established British family firms to first-generation businesses, across every sector. Membership is taken by the company or group and covers the whole family and the whole business: any shareholder, family member or employee, including non-family executives, non-executive directors and next-generation members, may take part in activities. |
| Qualification | ||
| 役職または肩書き | Qualifying title: CFO, chief accounting officer, controller, treasurer, VP of finance, tax, risk management or planning and analysis, a director in those functions, or audit committee memberFEI describes membership as "exclusive to senior-level financial executives".verified September 2026 · 出典 ↗ | No published role or title |
| 企業売上高の下限 | Company must have at least $10 million in annual revenues (or meet an alternative size test)Alternative tests are $2 million in net worth or $6 million in capital (combined net worth and long-term debt).verified September 2026 · 出典 ↗ | No published minimum company revenue |
| 最低純資産額 | Alternative company test: $2 million in net worthThis is a company balance-sheet test, not a personal net-worth test.verified September 2026 · 出典 ↗ | No published minimum net worth |
| 地理的制限 | United States; members within 75 miles of a chapter must join that chapterverified September 2026 · 出典 ↗ | United KingdomFBUK represents UK family businesses and works with European Family Business to represent UK interests in Europe.verified September 2026 · 出典 ↗ |
| Invitation required | No | No |
| Sponsor required | No | No |
| Application process | Candidates complete an online membership application on the FEI site, which checks the qualifying title and company size test and presents chapter options and rates. Chapter membership is required for those within 75 miles of a chapter. No sponsor or nomination is needed. | Applicants complete the online form at familybusinessuk.org/members/apply and select the fee band matching their three-year average turnover; a membership brochure is published as a PDF. No sponsorship, interview or vetting stage is described. Communities are joined afterwards by contacting the FBUK office. |
| Selectivity | No acceptance rate is published. Selectivity operates through the published title and company-size tests and the exclusion of service providers and start-ups. | Not publicly disclosed: no acceptance criteria or rejection process is published; membership appears open to any UK family business at the published band. |
| 費用 | ||
| 年会費 | $399–499 a year"FEI membership dues are $399 for first year and $499 for subsequent years for all categories of membership" per the FEI Kansas City chapter. Other FEI chapter sites quote $309 a year for national dues, so the published figure varies by page.verified September 2026 · 出典 ↗ | £550–4,675 a yearEight published bands set by average turnover over the preceding three years, excluding VAT: under £500k = £550; £500k–£999k = £1,090; £1m–£4.99m = £1,520; £5m–£9.99m = £1,955; £10m–£49.99m = £2,530; £50m–£149.99m = £3,360; £150m–£499.99m = £4,000; above £500m = £4,675.verified September 2026 · 出典 ↗ |
| 入会金 | Not publicly disclosed; no joining fee separate from first-year dues is published.verified September 2026 | No joining fee is published.verified September 2026 |
| ローカルチャプター会費 | $75–468 a yearChapter dues are additional and vary by location: FEI Boston publishes $75 a year, FEI Northeast Ohio waives local dues in the first year, and FEI Sacramento lists $468 a year for executive, academic, in-transition and government/military categories, $399 for entrepreneur and $349 for retired. The Sacramento figures may be all-in rather than chapter-only.verified September 2026 · 出典 ↗ | Dues are banded by turnover and exclude VAT. Events and the Future Leaders Programme are charged on top, with member discounts. |
| プログラム参加費 | National dues plus a chapter component. FEI's own national dues and membership-category pages sit behind bot protection and could not be read; the amounts recorded come from official FEI chapter sites and disagree with one another. | Not publicly disclosed: the Future Leaders Programme fee is not published; conferences and masterclasses are charged separately at discounted member rates.verified September 2026 |
| Membership term | Annual | Annual |
| 構造 | ||
| Meeting frequency | Local chapter meetings through the year plus national conferences, webinars and CPE-bearing courses | Annual conference and policy summit; masterclass series, regional events and community sessions through the year; Family Business Week annually |
| Peer forums | No standing facilitated peer forum. FEI operates chapters, technical committees and special-interest programming rather than closed advisory groups | Six member communities (Chairs, NextGen, NowGen, Family Council, Non-Family Executives and Policy), described as private, curated peer groups organised by role and generation |
| Confidentiality | No published forum confidentiality rule; FEI is a professional association with open programming and a member code of conduct | FBUK describes the communities as a safe space to share experiences; no formal written confidentiality policy is published. |
| Time commitment | Not documented | Not documented |
| Organized as | Chapter-based, Event-focused | Event-focused, Forum-based, Virtual |
| 機密性の高いピア・フォーラム | Partial | Yes |
| 地域チャプター一覧 | Yes | No |
| バーチャル会員資格 | Partial | Partial |
| オンラインコミュニティ | Partial | Partial |
| 会員名簿 | Yes | Partial |
| イベント | Yes | Yes |
| プログラミング | ||
| 教育プログラム | Yes | Yes |
| リーダーシップ開発 | Yes | Yes |
| リトリート | No | Not documented |
| 出張・旅行 | No | No |
| 家族向けプログラム | No | Yes |
| 配偶者・パートナー向けプログラム | No | Not documented |
| 次世代向けプログラム | No | Yes |
| 投資に関する情報交換 | No | No |
| 投資機会 | No | No |
| 慈善活動の要素 | Partial | No |
| ネットワーキング重視度 | High | High |
| 社交重視 | Low | Medium |
次へ
最終確認日: 未審査
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各ページに掲載された出典から引用: Financial Executives International · Family Business UK