Access to Gaapsavvy

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Gaapsavvy requires companies and individuals to meet and maintain membership criteria covering aspects of their service, including professional qualifications and service delivery. Members are audited to ensure standards are being maintained to foster an authentic environment conducive to knowledge sharing and learning and building best practices. 

Membership to Gaapsavvy is voluntary, and members must align to its publicly published community access criteria, including guidelines related to professional history, current profession, etc.

Gaapsavvy will sometimes limit attendance to certain events to their members who fit published membership criteria. 

Gaapsavvy offers Industry Accountant and Vendor levels of access to programs, resources and channels based primarily on your current job role. To do this we vet every member via LinkedIn and require work email addresses in some cases.

The Community access criteria are intended to maintain value in the community by strongly encouraging involvement and input from those who practice the operationalizing of accounting, while still involving the important perspectives of those who provide products and services or promote good practices. 

The intention underlying access rules are to promote the following: 

• Transparency: We want everyone to know who everyone is when interacting 
• Maintaining the community is focused on the Industry Accountant – encourage their involvement and participation
• Focus conversations on best practices and avoiding disruptive sales pitches

Note on sales roles: Individuals in a sales or business development position of any kind or anyone who holds a quota (including bonuses based on sales revenue) may only hold a Supporter role in the Foundation. Examples of this would be Account Managers, Account Executives, Business Development reps, Pre-sales Engineers, Pre-sales Solution Architects, etc.

Industry Accountants (“Operators”) 

Industry Accountants, or Operators perform accounting functions or interact with accounting teams in their primary job role. For Industry Accountants to join the community, individuals have to align with the Industry Accountant definition below. We use a combination of LinkedIn title and work email address domain to vet this status. Before participating in the community, Industry Operators must agree to the Code of Conduct.

Below defines the criteria for joining the Gaapsavvy as a “Industry Accountant” member.

Industry Accountants must: 

1. be actively working in accounting in industry: (a) in finance, accounting, and/or quote to cash operations; (b) any level working in Accounting and finance operations; (c) in an executive capacity, such as a Chief Accounting Officer, Chief Financial Officer, VP Finance, Controller; or (d) in a similar capacity (regardless of title); 
2. not be employed by a software vendor whose buyer persona or users are Industry Operators of the Gaapsavvy community; and 
3. not have accounting-related sales, marketing, or business development as their primary business

Note: This definition may evolve over time. 

Vendors

Categorization as a vendor is based on the type of company an individual is employed by. Individuals who work for a company that provides tooling, platform or services are considered ‘vendors’. Vendors include software vendors and consulting firms. 

For individuals employed by a vendor to be a ‘member’ of Gaapsavvy, the vendor organization must have signed Vendor Participation Agreement with Gaapsavvy. These individuals must have a subject matter expert status (examples: product leader, product management, relevant engineering or services), and must adhere to the code of conduct. 

Under the Vendor Membership, companies are also allowed relevant specific marketing contacts to join to coordinate membership benefits, but these individuals are restricted and must not communicate with the community nor take part in working groups. 

A fair usage limit may be applied to attendance at certain events to maintain a balance in the community with the intention of keeping Gaapsavvy Industry Accountant focused.

See Vendor Member Guidelines for more information.