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Five aspects of the Forum distinguish it from other policy or membership organizations.
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First, the Forum is a CEO-driven organization. While the Forum's staff contribute significantly to the Forum's research, analysis, and deliberation of selected issues, the group's agenda, priorities, objectives, and positions are determined by the member CEOs.
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Second, the Forum's member institutions are all financial services firms.
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Third, the Forum is a small organization, with a membership of 18 CEOs.
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Fourth, the three major sectors of the financial services marketplace – commercial banking, investment banking, and insurance – as well as specialized financial services firms, are represented within the Forum’s membership.
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Fifth, the Forum is a non-partisan public policy organization that, unlike many Washington trade groups, does not operate a Political Action Committee to donate to political campaigns.
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