2024-11-14T18:31:53-08:00 2024-06-30 383742061 W A Vandiver & Company 16475 Dallas Parkway Ste 218 Addison TX 75001 990EZ 2023-07-01 721621543 CFA SOCIETY OF AUSTIN CFAS 5127848215 3267 BEE CAVE ROAD STE 107-273 AUSTIN TX 78746 FRASER ARMSTRONG-WATTERS Treasurer 2024-11-14 true true WENDALL A VANDIVER P00186012 9724600096 X 2023 2024-10-15 13:58:12Z X X www.cfaaustin.org X X 197763 X 51683 41300 91700 13080 0 0 0 0 197763 31066 1100 4181 214312 250659 -52896 512427 459531 X 507456 466468 5085 5085 512541 471553 114 12022 512427 459531 THE CFA SOCIETY OF AUSTIN PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENTS INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, AND FACILITATES THE OPEN EXCHANGE OF INFORMATION AND OPINIONS. PLANNED AND SPONSORED VARIOUS EDUCATIONAL PROGRAMS OF INTEREST TO FINANCIAL INVESTMENT MANAGEMENT PROFESSIONALS TO BROADEN THEIR KNOWLEDGE AND TO INTERACT WITH SPEAKERS AND MEMBERS REGARDING SUCH ISSUES. TOPICS INCLUDED INVESTING, FINANCIAL MARKETS AND FACTORS AFFECTING THE ECONOMY. X RYANN MAROTTA Director 0.25 0 MADDIE MINNAGANTI Vice President 0.25 0 GABE THORNHILL Director 1.00 0 KEVIN LINCOLN Director 0.25 0 PANAYIOTIS LAMBROPOULOS Director 0.25 0 JACK MCDOWELL Director 0.25 0 COURTNEY DUNN President 1.00 0 ANDREW MOORE Director 1.00 0 NICK BALLARD Director 0.25 0 THOMAS VILLALTA Director 0.25 0 JENNIE SANDERS Director 0.25 0 GRIFFIN WATKINS Secretary 0.25 0 FRASER ARMSTRONG-WATTERS Treasurer 1.00 0 KENNETH PRICE Director 0.25 0 IAN OLDHAM Director 0.25 0 DANIEL JUDD Director 0.25 0 JEFF DEKLOTZ Director 0.25 0 false false false true false false false 0 0 0 0 0 false FRASER ARMSTRONG-WATTERS 3267 BEE CAVE ROAD STE 107-273 AUSTIN TX 787466773 5127848215 false false false false false false false false NONE NONE false false true false Other Expenses.1001 Advertising and Promotion $10323 Other Expenses.1002 Office Expenses $93 Other Expenses.1003 Information Technology $1636 Other Expenses.1007 Conferences, Conventions, and Meetings $194792 Other Expenses.1 OTHER BOARD EXPENSES $5424 Other Expenses.3 CREDIT CARD FEES $1994 Other Expenses.5 MISCELLANEOUS $50 Other Assets.1011 Prepaid Expenses and Deferred Charges - Beginning $5085 Prepaid Expenses and Deferred Charges - Ending $5085 Total Liabilities.1001 Accounts Payable and Accrued Expenses - Beginning $114 Accounts Payable and Accrued Expenses - Ending $12022