Society Of Utility And Regulatory Financial Analysts Inc
NEW BRITAIN, CT
Total revenue
$65K
Total expenses
$76K
Net assets
$92K
Grants received
—
EIN
521084765
Tax year
2024
Mission
Professional organization for Utility and Regulatory finance field. Primary function is to provide an annual training forum to the membership. The SURFA Board of Directors and leadership is comprised of volunteers from the membership. The SURFA Annual Forum includes the Cost of Capitol Workshop (Tuesday) and Forum (Thurs-Fri) with guest speakers set up in various topical panels. We also provide a professional designation-The Certified Rate of Return Analyst (CRRA) certification offered in-person on Wednesday during the Forum week. The Forum, workshop and exam are held in a national hotel which also includes sit down lunch and dinner with guest speakers, breaks with snacks, and educational tour. Membership of 173 in TY 2024.For the 2024 55th Financial Forum: 71 attended, 15 took the CRRA, 12 attended the Workshop. During the year, we provide on-line training with quarterly webinars available free for members and modest fee to non-members.
Financials
FY 2024
Revenue
Expenses
People
20 listed
Geoffrey Rush
President
—
10 hrs/wk
Emilly Sears
Vice President
—
5 hrs/wk
Rita Scuris
Secretary/Treasurer
—
15 hrs/wk
Enrique Bacalao
Director
—
5 hrs/wk
Nik Banka
Director
—
5 hrs/wk
Barbara Chapman
Director
—
5 hrs/wk
Mark Cicchetti
Ex-Officio
—
5 hrs/wk
Jared Deason
Director
—
5 hrs/wk
Edward Kaufman
Director
—
5 hrs/wk
Mark Khouzam
Director
—
5 hrs/wk
Richard A Michelfelder
Director
—
5 hrs/wk
Elizabeth Pardue
Director
—
5 hrs/wk
Rachel Schlensker
Director
—
5 hrs/wk
Paul Schulz
Director
—
1 hrs/wk
Joseph Terry
Director
—
5 hrs/wk
Ryan Wobbrock
Director
—
5 hrs/wk
Bente Villadsen
Ex-Officio
—
5 hrs/wk
Tommy Oliver
Ex-Officio
—
5 hrs/wk
Pauline Ahern
Ex-Officio, Webmaster
—
15 hrs/wk
Farris Rusty Maddox
CRRA Exam Program Director
—
10 hrs/wk