2024-11-14T18:38:28-08:00 2024-06-30 383742061 W A Vandiver & Company 16475 Dallas Parkway Ste 218 Addison TX 75001 990EZ 2023-07-01 454833185 CFA SOCIETIES OF TEXAS CFAS 2106267499 416 CANNA LILY CIRCLE DRIFTWOOD TX 78619 KEVIN LINCOLN Treasurer 2024-11-14 true true WENDALL A VANDIVER P00186012 9724600096 X 2023 2024-10-15 13:58:12Z X X WWW.CFASOCIETY.ORG X X 123067 X 123067 0 0 0 0 123067 36400 1274 65066 102740 20327 110612 130939 110612 130939 110612 130939 110612 130939 THE CFA SOCIETIES OF TEXAS IS A COLLABORATIVE ASSOCIATION OF TEXAS CFA SOCIETIES TO FURTHER THE PROMOTION OF THE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, TO ENHANCE PROFESSIONAL DEVELOPMENT OPPORTUNITIES THROUGH THE CFA PROGRAM, AND TO FACILITATE THE OPEN EXCHANGE OF INFORMATION AND OPINIONS. AN IMPORTANT PURPOSE OF THE ORGANIZATION IS TO HOLD RELEVANT EDUCATIONAL PROGRAMS FOR MEMBERS AND THE LARGER INVESTMENT COMMUNITY ON CURRENT TOPICS OF INTEREST. DURING THE YEAR ENDED JUNE 30, 2024, THE ORGANIZATION HELD TWO EDUCATIONAL CONFERENCES TO PROMOTE THE SOCIETY AS FOLLOWS: 1) 8TH ANNUAL TEXAS INVESTOR SUMMIT - A SYMPOSIUM ATTENDED BY 140 MEMBERS, FINANCE STUDENTS, AND FINANCIAL EXECUTIVES FOCUSING ON KEY TOPICS OF INTEREST TO FINANCIAL AND INVESTMENT MANAGEMENT PROFESSIONALS2) NORTH AND SOUTH TEXAS CFA INVESTMENT RESEARCH CHALLENGE - AN EVENT FOR INVESTMENT PROFESSIONALS, ACADEMICS, AND FINANCE STUDENTS WHERE STUDENT TEAMS COMPETE BY WRITING AN ANALYSIS / RESEARCH REPORT OF A PUBLICLY TRADED COMPANY. NINETY-FIVE STUDENTS COMPETED IN THIS CHALLENGE. TEN TEAMS PARTICIPATED IN THE FINAL ROUND OF THE CHALLENGE. THESE FINALS WERE ATTENDED BY 75 FINANCE STUDENTS, PROFESSORS, AND FINANCIAL EXECUTIVES. 62680 TO SUPPORT THE CFA SOCIETIES IN TEXAS AND THEIR TOTAL COMBINED MEMBERSHIP WITH SYNERGISTIC ACTIVITIES IN THE AREAS OF PROGRAMMING, CAREER DEVELOPMENT, PUBLIC AWARENESS AND ADMINISTRATION. 6900 TO PROMOTE PUBLIC AWARENESS OF THE VALUE OF THE CFA CHARTER AND THE ETHICAL AND PROFESSIONAL STANDARDS IT EMBODIES. 28800 98380 KEVIN LINCOLN Treasurer 1.00 0 GIOVANNA CARTER Chairman 1.00 0 GABE THORNHILL Director 1.00 0 STEVEN SHELDON Director 1.00 0 MICHAEL BRELL Director 1.00 0 TODD TRUITT Director 1.00 0 KIM ABMEYER Director 1.00 0 MICHAEL MCCLENNY Director 1.00 0 false false false false false false false 0 0 0 0 0 false KEVIN LINCOLN 416 CANNA LILY CIRCLE DRIFTWOOD TX 78619 2106267499 false false false false false false false false NONE NONE Other Expenses.1001 Advertising and Promotion $843 Other Expenses.1002 Office Expenses $1034 Other Expenses.1005 Travel $1723 Other Expenses.1007 Conferences, Conventions, and Meetings $61406 Other Expenses.2 BANK CHARGES $60