Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | EXPENSES FOOD & BEVERAGE EXPENSE 25,326 FORECASTING DINNER GIFTS 500 SPEAKER FEES 8,700 SPEAKER TRAVEL 2,072 BOARD EXPENSES 1,007 LEADERSHIP CONFERENCE EXP 2,480 AUDIO VISUAL 564 MEETING PARKING AND MILEAGE 1,602 PRACTICE EXAM EXPENSE 700 BANK AND CC FEES 535 TOTAL 43,486 |
| PRIMARY EXEMPT PURPOSE | FORM 990-EZ, PART III | THE CFA SOCIETY OF CINCINNAT, INC. IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS. THEY PROMOTE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, ENCOURAGE PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, PROVIDE CONTINUING EDUCATION, FACILITATE THE EXCHANGE OF INFORMATION AND OPTIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND. THEY WORK TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY. |
| Software ID: | |
| Software Version: |
| Person Name | Explanation |
|---|---|
| RYAN NELSON CFA | |
| CAREY KRUER CFA | |
| EDWARD KURESMAN CFA | |
| MICHELLE LAUX CFA | |
| MICHAEL JORDAN CFA | |
| KEVIN WHELAN CFA | |
| NOLAN BEAN CFA |