Press Releases

Association for Financial Professionals and LeanUp Form Alliance to Support Treasury Professionals

Combined offerings will provide comprehensive solution to the professional development and networking needs of all treasury professionals.

August 26, 2021—Bethesda, Md.—The Association for Financial Professionals (AFP) and LeanUp, LLC (LeanUp) have reached an agreement that will allow both organizations to more fully serve the needs of the corporate treasury profession. Through this alliance, new and renewing members of LeanUp communities will become members of AFP, and AFP members will be offered a substantial first-year discount to join LeanUp communities.

AFP will provide access to professional development content, research, training, certification and events. LeanUp will provide access to its invitation-only Treasury Executive, Assistant Treasurer and Treasury Leaders communities, which come together to share common challenges and discuss innovative ideas with confidentiality. Collectively, the resources offered through this alliance will provide the most complete solution for the professional development and networking needs of the treasury profession.

“We are excited to collaborate with LeanUp to deliver on our shared mission to support the success of the profession,” said Jim Kaitz, president and CEO of AFP. “Interacting with a group of your peers in a private, confidential setting is a valuable approach to solving the most difficult challenges. Coupled with AFP’s unbiased, practitioner-focused offerings, this alliance creates a complete solution for the profession.”

Both AFP and LeanUp are committed to helping treasury professionals succeed and achieve their maximum career potential. The combined offerings available through this agreement provide access to certification, training, events, technical guides, research and year-round networking to address a wide variety of needs, as well as learning and networking styles of individual treasury professionals.  

“We feel honored and privileged to partner with the most prestigious and well-known finance professional association in the country,” said Bryan Richardson, a LeanUp Founding Partner.  “But more importantly, we are very excited to bring the depth of AFP resources to our members and the power of small group communities to AFP members.  This combination provides everything a treasury practitioner needs to be very successful in their career.”

Interested in joining AFP and/or LeanUp? Click here.

About AFP®
As the certifying body in treasury and finance, the Association for Financial Professionals (AFP) established and administers the Certified Treasury Professional (CTP) and Certified Corporate Financial Planning and Analysis Professional (FPAC) credentials, setting the standard of excellence in the profession globally. AFP’s mission is to drive the future of finance and treasury and develop the leaders of tomorrow through certification, training, and the premier event for corporate treasury and finance. Learn more at afponline.org.

About LeanUp
LeanUp develops and runs private small-group communities for treasurers and their staff.  These communities meet regularly to discuss topics of interest and importance to members.  The communities also have 24/7 online access to each other for individual queries and benchmarking of members for specific individual needs.  LeanUp’s goal is simple; provide as much support as possible to every member to ensure their challenges are overcome and their success is achieved. 


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