CFA SOCIETIES OF TEXASPub 78
Pub 78
Programs
Program 1 [2021]
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, 2021, THE ORGANIZATION HELD TWO EDUCATIONAL CONFERENCES TO PROMOTE THE SOCIETY AS FOLLOWS: 1) 6TH ANNUAL TEXAS INVESTMENT SUMMIT - A VIRTUAL SYMPOSIUM ATTENDED BY 259 MEMBERS, FINANCE STUDENTS, AND FINANCIAL EXECUTIVES2) SOUTHWEST US INVESTMENT RESEARCH CHALLENGE - A VIRTUAL EVENT FOR INVESTMENT PROFESSIONALS, ACADEMICS, AND FINANCE STUDENTS WHERE STUDENT TEAMS COMPETE BY WRITING AN ANALYSIS / RESEARCH REPORT OF A PUBLICALLY TRADED COMPANY. EIGHTY-FIVE STUDENTS COMPETED IN THIS CHALLENGE. EIGHT TEAMS PARTICIPATED IN THE FINALS. THE FINALS, HELD VIRTUALLY, WERE ATTENDED BY 50 FINANCE STUDENTS, PROFESSORS, AND FINANCIAL EXECUTIVES.GeographiesNot indicatedDatesJul 1, 2020 – Jun 30, 2021Source990No causes providedNo populations provided––Program 2 [2021]
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.GeographiesNot indicatedDatesJul 1, 2020 – Jun 30, 2021Source990No causes providedNo populations provided––Program 3 [2021]
TO PROMOTE PUBLIC AWARENESS OF THE VALUE OF THE CFA CHARTER AND THE ETHICAL AND PROFESSIONAL STANDARDS IT EMBODIES.GeographiesNot indicatedDatesJul 1, 2020 – Jun 30, 2021Source990No causes providedNo populations provided–$30K
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