FMS Membership


Financial Management Services (FMS) Membership at Applied Self-Direction is open to Fiscal/Employer Agents and Agencies with Choice serving self-directed programs. As an FMS member, you will enjoy benefits such as:

  • Access to online member forums, issue briefs, and self-direction trainings
  • Peer-to-peer learning opportunities
  • The opportunity to provide feedback to the Internal Revenue Service (IRS), Centers for Medicare and Medicaid Services (CMS), Department of Labor (DOL), and other federal agencies

To receive more information about FMS Membership, please contact

If you are a current member and would like to be added to the membership e-mail distribution list, please contact


FMS Membership benefits include: 

  • Feedback to Federal Agencies
  • Advocacy for Advancing & Expanding Self-Direction
  • Written Resources
  • Email Updates
  • Online Trainings
  • Member Webinars
  • Discussion Forums
  • Member-Only Website
  • Networking
  • Public Policy Priorities
  • Online Directory
  • Conferences
  • Member Inquiry
  • Discounted Technical Assistance (TA) for Individualized Projects
  • New Benefits

Click here to learn more about our FMS Membership benefits. 


The FMS Membership year runs from July 1st- June 30th. You may join at any point on a prorated basis for the remainder of the membership year.

Number of Participants Served Annual Dues
>=10,000 $15,000
7,000-9,999 $10,000
5,000-6,999 $7,000
3,000-4,999 $5,000
2,000-2,999 $4,500
1,500-1,999 $3,400
1,000-1,499 $2,850
<=999 $1,500



You can apply for FMS Membership online here.


You can access the FMS Membership directory here.   

Steering Committee

What is the FMS Membership Steering Committee?

The FMS Membership Steering Committee is a subgroup of FMS members that advises Applied Self-Direction on its membership offering for FMS providers.

The FMS Membership Steering Committee was originally formed in September 2011. Over the 2011-2017 membership years, the founding Steering Committee Member organizations included Abilities in Motion, Acumen Fiscal Agent, Consumer Direct, Fiscal Assistance, Fogarty Center, Mains’l Services, and Public Partnerships, LLC. The 2011 founding Steering Committee established a set of Guiding Principles for all members to follow to ensure open, honest, and productive collaboration.

As of the 2017-2018 Membership Year, FMS member organizations are nominated and voted onto the FMS Steering Committee by the broad FMS Membership. As determined by the 2016-2017 FMS Members:

  • The FMS Membership Steering Committee has four size categories based on the number of self-directing participants served:
    • Small: Under 1,000
    • Medium: 1,000-4,999
    • Large: 5,000-14,999
    • Very Large: Over 15,000
  • The Steering Committee includes 2 small organizations, 2 medium organizations, 2 large organizations, and 2 very large organizations.
  • There is a two-year term limit for FMS Membership Steering Committee organizations.
    • Organizations must take one year off before rejoining the Steering Committee.
    • The only exception is if there are two or fewer Members interested in a size category, the existing Steering Committee Member is eligible for nomination without taking a year off.
  • Each FMS Membership Steering Committee organizations identifies two representatives to serve on the FMS Membership Steering Committee.

Applied Self-Direction does not provide Steering Committee Members with any sort of competitive advantage, including but not limited to recommendations or access to information.

What does the Steering Committee do?

The Steering Committee is gathered to perform several tasks, including:

  • Serve as a representative body for all FMS members.
  • Evaluate member benefits and advise Applied Self-Direction on their delivery.
  • Determine the public policy and expanding the marketplace priorities for FMS Membership each Membership Year.
  • Identify topics for one webinar, one discussion forum, and one written resource each Membership Year.

How does the Steering Committee operate?

The Steering Committee meets periodically by teleconference and in-person. Applied Self-Direction leads discussions around FMS Membership activities and the members of the Steering Committee provide feedback. The Steering Committee is not a voting or governing board.

Who is on the 2018-2019 Steering Committee?

FMS Member Organization

Size Category



Fiscal Assistance


Carol Richards Renae Huffman
Granite State Independent Living


Cheryl Pinheiro

Chris Purington



David Hancox

Meghan Molumby



Kady Predota

Victoria Evans



J Auer

Gabrielle Steckman



Amy Mahaffey Stacy Roe
Consumer Direct

Very Large

Beth Peterson Yadira Holmes
Tempus Very Large Larry Spencer Laura Fraticelli