Cfa Society of Seattle

“The management duties/decisions are made by the board of directors. However, the daily/monthly bookkeeping is outsourced to a contract bookkeeper.”

“The tax exempt organization is a professional organization. Members must pass certification tests and meet other selection criterion before they can apply and be admitted to membership.”

“Members annually elect the board of directors (governing body).”

“The minutes of all board of director meetings are documented in writing. No minutes are routinely prepared for committee meetings.”

“The form 990 is given to the president and/or treasurer to review before it is filed. The president and/or treasurer discusses any peritent matters/issues with the board before mailing out the form 990.”

“The executive director's compensation is determined annually by a compensation committee comprised of this organization's president and persons from the national cfa institute and/or various other local cfa society presidents from other regions of the united states.”

“The organization's irs form 990 and other documents are made available to the public and/or members upon request.”

“The cfa society of seattle promotes ethical and professional standards within the investment advisory industry, encourages professional development through the cfa program, and facilitates the open exchange of information and opinions.”

“Golf social 17,936 0 0 women's network 10,449 0 0 education, lunches& other 9,365 0 0 research challenge 5,835 0 0 ethics challenge 4,987 0 0 mentor program 4,097 0 0 credit card charges 3,755 0 0 ypn events 3,565 0 0 website expenses 2,848 0 0 telecommunications 699 0 0 accounting & audit fees 558 0 0 supplies 45 0 0 total 64,139 0 0”