2024-11-13T06:55:45-06:00 2024-06-30 472544071 ATLAS CPAS & ADVISORS PLLC 1230 SPRINGFIELD PIKE CINCINNATI OH 45215 990EZ 2023-07-01 237094427 CFA SOCIETY OF CINCINNATI INC CFAS 5135544811 4010 EXECUTIVE PARK DRIVE SUITE 100 CINCINNATI OH 45241 CAREY KRUER CFA EXECUTIVE DIRECTOR 5135544811 2024-11-08 1 0 JENNIFER BOEHM P02077673 5137714100 2024-11-08 2023 2024-10-15 13:58:12Z X WWW.CFASOCIETY.ORG/CINCINNATI X X 138551 X 40695 32638 58123 7095 138551 54950 680 92466 148096 -9545 340180 0 330635 340180 330635 340180 330635 0 0 340180 330635 X CFA SOCIETY CINCINNATI IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS, CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS. WE PROMOTE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, COLLABORATE WITH LOCAL UNIVERSITIES IN ORGANIZING AND HOSTING THE GLOBAL RESEARCH CHALLENGE, ENCOURAGE PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM AND CONTINUING EDUCATION, FACILITATE THE EXCHANGE OF INFORMATION AND OPINIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND, AND WORK TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY. OVERALL, FY24 WAS A SUCCESSFUL ONE FOR CFA SOCIETY CINCINNATI. VIEWING THE YEAR THROUGH THE LENS OF OUR MEMBERS, THERE WERE MANY SUCCESSES TO CELEBRATE. OUR PROGRAMMING CHAIR DID A GREAT JOB OF PUTTING TOGETHER A SEASON THAT WAS VARIED IN BOTH CONTENT AND FORMAT, WHICH DREW MUCH PRAISE FROM ATTENDEES. ATTENDANCE EXCEEDED EXPECTATIONS FOR ALMOST ALL EVENTS, OUR FIRST SIGNIFICANT COLLABORATIVE EVENT WITH OUR LOCAL FPA SOCIETY WAS EXTREMELY WELL ATTENDED AND WELL RECEIVED. OUR RE-LAUNCH OF OUR LONG DEFUNCT MEMBER GOLF OUTING WAS A HUGE SUCCESS. ALSO REVIVED AFTER LONG DEFUNCT, WAS OUR PAST PRESIDENT'S GATHERING. REVIVED THE CONCEPT AS A HAPPY HOUR WITH HEAVY HORS D'OEUVRES TO BETTER ALIGN WITH NEW REALITIES ON BOTH BUDGET AND HOW PEOPLE WANT TO SPEND THEIR TIME. ENGAGEMENT BY OUR PAST PRESIDENTS EXCEEDED EXPECTATIONS AND AS AMBASSADORS TO THEIR FIRMS, IT PROVIDED A GREAT OPPORTUNITY TO NOT ONLY INFORM THEM OF DEVELOPMENTS AT THE LOCAL AND INSTITUTE LEVEL, BUT TO ALSO CREATE ENHANCED LINES OF COMMUNICATIONS AS WE WORK TO ADVANCE OUR STRATEGIC INITIATIVES. 0 0 VIEWING THROUGH THE LENS OF ADVANCEMENT OF OUR STRATEGIC INITIATIVES, OUR RESULTS WERE MORE OF A MIXED BAG BUT, ON BALANCE, WERE POSITIVE. ON THE NEGATIVE SIDE, OUR MEMBER VALUE CHAIR DID NOT ACHIEVE THE STANDARDS FOR THE COMMITTEE. KEY ELEMENTS OF OUR BUSINESS PLAN IN ORGANIZING EVENTS OR CULTIVATING STRATEGIC RELATIONSHIPS WITH MEMBER FIRMS WHERE NOT ACCOMPLISHED. THE CHAIR WAS SUBSEQUENTLY MOVED OFF THE BOARD. UNFORTUNATELY, THE INITIATES SET FORTH BY THE WOMEN IN INVESTMENT MANAGEMENT CHAIR DID NOT COME TO FRUITION IN THE SECOND HALF OF THE FISCAL YEAR. WE APPRECIATE THE CHAIR'S EFFORTS IN ESTABLISHING THE WOMEN IN INVESTMENT MANAGEMENT COMMITTEE IN 2021-2022 AS SHE TAKES ON A NEW ROLE ON THE BOARD AS SECRETARY FOR THE 2024-2025 FISCAL YEAR. ON THE POSITIVE SIDE, WE WERE VERY SUCCESSFUL IN SECURING SPONSORSHIPS, EXCEEDING OUR BUDGET BY ALMOST 300% OF PLAN. NOT ONLY DID THIS HELP OUR BOTTOM LINE FOR THE YEAR, BUT IT SET THE GROUNDWORK FOR FUTURE OPPORTUNITIES FOR PARTNERSHIP. 0 0 EVEN MORE SUCCESS CAME FROM OUR EDUCATION COMMITTEE, WHERE THE CHAIR HAS DONE AN EXCELLENT JOB OF DEEPENING OUR RELATIONSHIPS WITH AREA UNIVERSITIES. MOST NOTEWORTHY IS THE WORK HE DID AT THE UNIVERSITY OF CINCINNATI, WHICH IS THE MAIN PIPELINE FOR L1 CANDIDATES IN THIS CHANNEL. WORKING WITH THE FINANCE DEPARTMENT HEAD, HE WAS ABLE TO BRING OVER 30 STUDENT MEMBERS ONBOARD. WHILE GETTING THEM TO ATTEND EVENTS WAS CHALLENGING FOR ALL THE REASONS YOU WOULD EXPECT, WE FEEL IT IS EVIDENCE OF HOW EFFECTIVE OUR WORK ON CAMPUS AND IN THE CLASSROOM HAS BEEN IN GENERATING INTEREST IN LEARNING MORE ABOUT THE CHARTER. WE CONTINUE TO DEEPEN OUR RELATIONSHIP WITH XAVIER UNIVERSITY AND BUILT CONSIDERABLE MOMENTUM WITH MIAMI UNIVERSITY AND NORTHERN KENTUCKY UNIVERSITY WHERE WE ARE PLANNING ON-CAMPUS PRESENTATIONS IN THE FIRST HALF OF FY25. FROM A FINANCIAL STANDPOINT, WHILE WE DID POST A DEFICIT FOR THE YEAR, IT WAS MUCH LESS THAN PROJECTED, AND WE ARE MAKING VERY GOOD PROGRESS ON OUR GOAL OF ACHIEVING A BALANCED BUDGET OVER THE NEXT COUPLE OF YEARS. LOOKING FORWARD, WITH THE LEADERSHIP OF THE NEW CHAIR OF OUR MEMBER VALUE COMMITTEE, WE CONTINUE TO BE FOCUSED ON LOOKING FOR WAYS OUR SOCIETY CAN ADD VALUE BOTH TO OUR INDIVIDUAL MEMBERS AND TO OUR MEMBER-FIRMS. TO THAT END, HE HAS SET UP MEETINGS WITH SEVERAL OF OUR LARGE MEMBER-FIRMS TO BETTER UNDERSTAND HOW WE CAN BE A BETTER PARTNER TO THEM. SIMILARLY, HE IS ACTIVELY ENGAGED WITH OUR MEMBER COMMUNITY TO BETTER UNDERSTAND WHERE THERE MIGHT BE OPPORTUNITY TO ENHANCE OUR OFFERINGS TO BETTER ALIGN WITH THEIR INTERESTS, NEEDS, AND SCHEDULES. SAME FOR OUR WOMEN IN INVESTMENT MANAGEMENT CHAIR. IN SUMMARY, ALTHOUGH THERE WERE A COUPLE OF DISAPPOINTMENTS DURING THE YEAR, WE FEEL VERY GOOD ABOUT THE RESULTS WE DELIVERED TO OUR MEMBERS AS WELL AS OUR OVERALL PROGRESS TOWARDS OUR STRATEGIC GOALS FOR THE SOCIETY. 0 0 ERIC PETTWAY CFA PRESIDENT 4.00 0 0 0 KEITH RENNEKAMP CFA VICE PRESIDENT 4.00 0 0 0 MICHAEL ALUISE CFA PROGRAMMING 2.00 0 0 0 CURTIS BAILEY CFA EDUCATION 2.00 0 0 0 NATHAN BAILEY CFA TREASURER 1.00 0 0 0 CASEY JONES MENTORSHIP 2.00 0 0 0 TED PARCHMAN SECRETARY 2.00 0 0 0 SONIYA SHAH GLOBAL RESEARCH 2.00 0 0 0 MARC DIZARD MEMBERSHIP VALUE 2.00 0 0 0 MATTHEW YUNG CFA ADVOCACY & STRATEGIC 2.00 0 0 0 CAREY KRUER CFA EXECUTIVE DIRECTOR 2.00 0 0 0 X 0 0 0 0 0 0 0 0 OH ASSOCIATION CONNECTION 4010 EXECUTIVE PARK DRIVE CINCINNATI OH 45241 5135544811 0 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST. AMOUNT: 7,095. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CANDIDATE RECOGNITION EVENTS. AMOUNT: 6,008. DESCRIPTION: COMMUNITY SPONSORSHIPS. AMOUNT: 10,000. DESCRIPTION: MENTORSHIP PROGRAM COMMITTEE. AMOUNT: 503. DESCRIPTION: WIM COMMITTEE EXPENSE. AMOUNT: 75. DESCRIPTION: BOARD EXPENSES. AMOUNT: 2,627. DESCRIPTION: BOARD TRAVEL. AMOUNT: 1,447. DESCRIPTION: PARKING AND MILEAGE EXPENSES. AMOUNT: 362. DESCRIPTION: BANK & CC FEES. AMOUNT: 1,198. DESCRIPTION: TECHNOLOGY. AMOUNT: 1,854. DESCRIPTION: FOOD & BEVERAGE COSTS. AMOUNT: 27,898. DESCRIPTION: AUDIO VISUAL. AMOUNT: 1,640. DESCRIPTION: RENTAL SPACE. AMOUNT: 6,165. DESCRIPTION: SPEAKER FEES. AMOUNT: 25,159. DESCRIPTION: RESEARCH CHALLENGE COMMITTEE. AMOUNT: 5,128. DESCRIPTION: SPEAKER TRAVEL. AMOUNT: 1,716. DESCRIPTION: MISC EXPENSES. AMOUNT: 167. DESCRIPTION: CANDIDATE EDUCATION EXPENSES. AMOUNT: 213. DESCRIPTION: MEMBER VALUE COMMITTEE. AMOUNT: 306. TOTAL TO FORM 990-EZ, LINE 16: 92,466. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.