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<StrategicPlan xmlns="urn:ISO:std:iso:17469:tech:xsd:stratml_core" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
  <Name>About Us</Name>
  <Description>About statement: mission, principles, leadership, and key stakeholders.</Description>
  <OtherInformation>Submitter&apos;s Note:  This StratML rendition was compiled from the source by ChatGPT and lightly edited in the form at https://stratml.us/forms/Claude/Part1.html</OtherInformation>
  <StrategicPlanCore>
    <Organization>
      <Name>State Financial Officers Foundation</Name>
      <Acronym>SFOF</Acronym>
      <Identifier>id-sfof</Identifier>
      <Description>SFOF is founded on the belief that state financial officers nationally are playing a much greater role in promoting fiscally responsible public policy, and it organizes leaders from the public and private sectors to help develop and implement free-market, pro-growth policies.</Description>
      <Stakeholder StakeholderTypeType="Generic_Group">
        <Name>SFOF Leadership Team</Name>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Utah State Treasurer</Name>
        <Description>Marlo Oaks (SFOF National Chair).</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Kansas State Treasurer</Name>
        <Description>Steven Johnson (SFOF National Vice Chair).</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Kentucky Auditor</Name>
        <Description>Allison Ball (SFOF Auditor At Large).</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Missouri Auditor</Name>
        <Description>Scott Fitzpatrick (SFOF Past National Chair).</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Generic_Group">
        <Name>SFOF Board of Directors</Name>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Bold Penguin</Name>
        <Description>Seth Metcalf, President; CFO &amp; Counsel, Bold Penguin.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>EJFI</Name>
        <Description>Bridgett Wagner, Vice Chair; Executive Director, EJFI.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Office of the Idaho State Treasurer</Name>
        <Description>Ron Crane; Idaho Treasurer 1999-2019.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Jack Kemp Foundation</Name>
        <Description>James Kemp, Secretary; President, Jack Kemp Foundation.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Bass Public Affairs</Name>
        <Description>Deana Bass, At-Large; Founding Partner, Bass Public Affairs.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>U.S. Small Business Administration</Name>
        <Description>Paul Fitzpatrick, At Large; Associate Administrator, U.S. Small Business Administration.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Mars Hill Strategies</Name>
        <Description>John Hart, At Large; Founder, Mars Hill Strategies.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>State Financial Officers Foundation</Name>
        <Description>Derek Kreifels, At-Large; SFOF Co-Founder.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>American Legislative Exchange Council</Name>
        <Description>Lisa B. Nelson, At Large; CEO, American Legislative Exchange Council.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Generic_Group">
        <Name>SFOF National Advisory Committee</Name>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Office of the U.S. Attorney General</Name>
        <Description>John Ashcroft; U.S. Attorney General (Retired).</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>U.S. House of Representatives</Name>
        <Description>U.S. Rep. Ron Estes; Kansas Treasurer 2011-2017.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Pepperdine University School of Public Policy</Name>
        <Description>Andy Puzder; Sr. Fellow, The Pepperdine University School of Public Policy.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Senior Policy Advisor</Name>
        <Description>Jonathan Williams; Senior Policy Advisor.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Generic_Group">
        <Name>Our Financial Officers</Name>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Alabama Auditor</Name>
        <Description>Andrew Sorrell; Alabama Auditor.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Arizona Treasurer</Name>
        <Description>Kimberly Yee; Arizona Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Arkansas Auditor</Name>
        <Description>Dennis Milligan; Arkansas Auditor.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Arkansas Treasurer</Name>
        <Description>John Thurston; Arkansas Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Florida Chief Financial Officer</Name>
        <Description>Blaise Ingoglia; Florida Chief Financial Officer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Georgia Treasurer</Name>
        <Description>Steve McCoy; Georgia Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Idaho Treasurer</Name>
        <Description>Julie Ellsworth; Idaho Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Indiana Comptroller</Name>
        <Description>Elise Nieshalla; Indiana Comptroller.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Indiana Treasurer</Name>
        <Description>Dan Elliott; Indiana Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Iowa Treasurer</Name>
        <Description>Roby Smith; Iowa Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Kansas Treasurer</Name>
        <Description>Steven Johnson; Kansas Treasurer (SFOF National Vice Chair).</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Kentucky Auditor</Name>
        <Description>Allison Ball; Kentucky Auditor (SFOF Auditor At Large).</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Kentucky Treasurer</Name>
        <Description>Mark Metcalf; Kentucky Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Louisiana Treasurer</Name>
        <Description>John Fleming; Louisiana Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Mississippi Auditor</Name>
        <Description>Shad White; Mississippi Auditor.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Mississippi Treasurer</Name>
        <Description>David McRae; Mississippi Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Missouri Auditor</Name>
        <Description>Scott Fitzpatrick; Missouri Auditor (SFOF Past National Chair).</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Missouri Treasurer</Name>
        <Description>Vivek Malek; Missouri Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Montana State Auditor</Name>
        <Description>James Brown; Montana State Auditor.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Nebraska Auditor</Name>
        <Description>Mike Foley; Nebraska Auditor.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Nebraska Treasurer</Name>
        <Description>Joey Spellerberg; Nebraska Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Nevada Controller</Name>
        <Description>Andy Matthews; Nevada Controller.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>North Carolina State Auditor</Name>
        <Description>Dave Boliek; North Carolina State Auditor.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>North Carolina Treasurer</Name>
        <Description>Brad Briner; North Carolina Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>North Dakota Treasurer</Name>
        <Description>Thomas Beadle; North Dakota Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Ohio Treasurer</Name>
        <Description>Robert Sprague; Ohio Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Oklahoma State Auditor &amp; Inspector</Name>
        <Description>Cindy Byrd; Oklahoma State Auditor &amp; Inspector (Auditor At-Large).</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Oklahoma State Treasurer</Name>
        <Description>Todd Russ; Oklahoma State Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Pennsylvania Auditor General</Name>
        <Description>Timothy DeFoor; Pennsylvania Auditor General.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Pennsylvania Treasurer</Name>
        <Description>Stacy Garrity; Pennsylvania Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>South Carolina Treasurer</Name>
        <Description>Curtis Loftis; South Carolina Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>South Dakota Treasurer</Name>
        <Description>Josh Haeder; South Dakota Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>South Dakota Auditor</Name>
        <Description>Richard Sattgast; South Dakota Auditor.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Texas Comptroller of Public Accounts</Name>
        <Description>Kelly Hancock; Acting Texas Comptroller of Public Accounts.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Utah State Auditor</Name>
        <Description>Tina Cannon; Utah State Auditor.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Utah Treasurer</Name>
        <Description>Marlo Oaks; Utah Treasurer (SFOF National Chair).</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>West Virginia Treasurer</Name>
        <Description>Larry Pack; West Virginia Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Wisconsin State Treasurer</Name>
        <Description>John Leiber; Wisconsin State Treasurer.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Wyoming Auditor</Name>
        <Description>Kristi Racines; Wyoming Auditor.</Description>
      </Stakeholder>
      <Stakeholder StakeholderTypeType="Organization">
        <Name>Wyoming Treasurer</Name>
        <Description>Curt Meier; Wyoming Treasurer.</Description>
      </Stakeholder>
    </Organization>
    <Vision>
      <Description>SFOF as the premier free-market organization.</Description>
      <Identifier>id-vision</Identifier>
    </Vision>
    <Mission>
      <Description>To drive fiscally sound public policy, by partnering with key stakeholders, and educating Americans on the role of responsible financial management in a free market economy.</Description>
      <Identifier>id-mission</Identifier>
    </Mission>
    <Value>
      <Name>Economic Freedom</Name>
      <Description>With appropriate and limited safeguards, fair and open competition in the private sector creates the best results for society; SFOF promotes policies and programs that encourage jobs, stimulate economic growth, and provide for positive economic outcomes.</Description>
    </Value>
    <Value>
      <Name>Rule of Law</Name>
      <Description>The Constitution is the foundation of the rule of law in the United States; it provides for the separation of powers and defines the functions of government; SFOF champions constitutional limitations and the freedoms outlined in the Bill of Rights.</Description>
    </Value>
    <Value>
      <Name>Federalism</Name>
      <Description>The states are the laboratories of democracy; the federal government has defined and limited responsibilities; all other responsibilities are left to the states and to the people; government closest to the people governs best.</Description>
    </Value>
    <Value>
      <Name>Accountability</Name>
      <Description>As elected state financial leaders, SFOF emphasizes fostering transparency and accountability in state governments in matters of statutory compliance, budget, taxation, and other financial matters.</Description>
    </Value>
    <Value>
      <Name>Free Society</Name>
      <Description>A free society affirms inalienable rights to life, liberty, and the pursuit of happiness; the role of government is to protect these rights; SFOF asserts that only in a free society with strictly limited government power can individuals solve problems and pursue prosperity.</Description>
    </Value>
    <Goal>
      <Name>Public Policy</Name>
      <Description>Organize leaders from the public and private sectors to help state financial officers develop and implement free-market, pro-growth policies and to drive fiscally sound public policy.</Description>
      <Identifier>ec934364-a106-4079-b968-1c1bf2607b60</Identifier>
      <SequenceIndicator>1</SequenceIndicator>
      <Objective>
        <Name>Partnerships</Name>
        <Description>Partner with key stakeholders to support fiscally sound public policy.</Description>
        <Identifier>36e73cf1-5be0-49bc-ad69-33181867cd08</Identifier>
        <SequenceIndicator>1.1</SequenceIndicator>
      </Objective>
      <Objective>
        <Name>Education</Name>
        <Description>Educate Americans on the role of responsible financial management in a free market economy.</Description>
        <Identifier>4041e8e5-2ca7-4fab-9a7c-07e962860bed</Identifier>
        <SequenceIndicator>1.2</SequenceIndicator>
      </Objective>
    </Goal>
    <Goal>
      <Name>Stewardship</Name>
      <Description>Encourage state financial officers to be good stewards of the public&apos;s trust by sharing best practices and hosting honest discussions with the financial industry and political leaders, including at two annual national gatherings.</Description>
      <Identifier>f123dbcd-cfb8-405c-aeaf-dadc7cd29235</Identifier>
      <SequenceIndicator>2</SequenceIndicator>
      <Objective>
        <Name>Best Practices</Name>
        <Description>Share best practices among state financial officers to strengthen fiscal stewardship.</Description>
        <Identifier>0dec9489-ef9c-4d2a-a16e-4797c42e286b</Identifier>
        <SequenceIndicator>2.1</SequenceIndicator>
      </Objective>
      <Objective>
        <Name>Gatherings</Name>
        <Description>Host national gatherings to facilitate discussion and learning among state financial officers and stakeholders.</Description>
        <Identifier>3b397816-7979-4468-a5dd-2d483ce1db5e</Identifier>
        <SequenceIndicator>2.2</SequenceIndicator>
      </Objective>
    </Goal>
    <Goal>
      <Name>Checks &amp; Balances</Name>
      <Description>Reinforce and protect trusted statewide elected financial offices and provide resources needed to be a true check and balance on every tax dollar being processed through their offices.</Description>
      <Identifier>2081d87a-610a-42c9-95a5-154e87bd1595</Identifier>
      <SequenceIndicator>3</SequenceIndicator>
      <Objective>
        <Name>Resources</Name>
        <Description>Provide state financial officers the resources they need to fulfill their responsibilities effectively amid increasing polarization and pressure to adopt policies that SFOF asserts undermine economic freedom and hurt economic growth.</Description>
        <Identifier>4f6d267e-6688-4f22-86a8-e6c693e8bca2</Identifier>
        <SequenceIndicator>3.1</SequenceIndicator>
      </Objective>
    </Goal>
  </StrategicPlanCore>
  <AdministrativeInformation>
    <PublicationDate>2026-03-01</PublicationDate>
    <Source>https://sfof.com/about/</Source>
    <Submitter>
      <GivenName>Owen</GivenName>
      <Surname>Ambur</Surname>
      <EmailAddress>Owen.Ambur@verizon.net</EmailAddress>
    </Submitter>
  </AdministrativeInformation>
</StrategicPlan>