Community Improvement & Capacity Building
Cfa Society Of Minnesota
MINNEAPOLIS, MN
Total revenue
$471K
Total expenses
$522K
Net assets
$370K
Grants received
$523K
5 grants
EIN
411861989
Tax year
2023
Mission
To advance professional excellence while promoting ethical behavior and fellowship through development and engagement opportunities for our members.
Programs
2 programs
PROFESSIONAL LEARNING - Professional learning events are held throughout our active months (September through June). Programs typically are offered in an evening format and provide updates on current industry topics and best practices. Meetings are open to members, other industry professionals and students. Speakers are representatives from the financial services industry, both local and national perspectives. In FY2024 (Sep 2023-Aug 2024), we offered more than 24 in person and virtual events, attended by more than 900.
NEW CFA CHARTERHOLDER RECOGNITION - The Chartered Financial Analyst (CFA) designation is a globally recognized standard for measuring the competence and integrity of investment professionals. The three levels of examination verify a candidate's ability to apply these principles across all areas of the investment decision-making process. The program's professional conduct requirements demand that both CFA candidates and charterholders adhere to the highest standards of ethical responsibility. In FY2024 we held 1 dinner with more than 60 attendees.
Financials
FY 2023
Revenue
Expenses
People
15 listed
Shannon Schaaf
Executive Director
$121K
40 hrs/wk
Zachary Wanzek
Vice President
—
10 hrs/wk
Cory Markling
Treasurer
—
10 hrs/wk
Melissa Gilbertson
Secretary
—
5 hrs/wk
Jonathan Levy
Director
—
5 hrs/wk
David Slegh
Director
—
5 hrs/wk
Phil Stern
Director
—
5 hrs/wk
Rob Britton
President
—
10 hrs/wk
Mackenzie Merrill
Director
—
5 hrs/wk
Katy Farley
Director
—
5 hrs/wk
Curt LaChappelle
Director
—
5 hrs/wk
Chris Becker
Director
—
5 hrs/wk
David Brandmire
Director
—
5 hrs/wk
Kathryn Lyons
Past President
—
5 hrs/wk
KC Connors
Director
—
5 hrs/wk
Grants received
Showing 5 of 5
Funded by
$523K from 1 funder · 5 grants · 2019–2023
$523K · 5 grants · 2019–2023