2024-05-02T05:38:29-07:00 2023-06-30 Sterne K Cole CPA 24 7TH AVE SE LARGO FL 33771 990EZ 2022-07-01 510669210 CFA Tampa Bay Inc co Ideas Inc CFAT 8667304530 12191 W Linebaugh Ave 312 Tampa FL 33626 Travis J Brown Vice President 2024-05-01 true Travis J Brown 999009999 true Sterne Cole P01064818 7275845582 X 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X X cfatampabay.org X X 119212 X 55971 61188 2053 0 0 0 0 119212 33771 56871 90642 28570 369494 398064 369494 398064 369494 398064 369494 398064 Enhance the success of our members and lead our local financial community by promoting the highest standards of ethics, education and professional excellence. Professional Growth - Providing members opportunity to stay current in a continuously evolving profession by offering educational programs. Enabled exchange of investment information and ideas, enhancement of investment knowledge, and awareness of standards on professional conduct and ethics. Benefits membership, plus a significant number of guests and students. Career Development Offering investment professionals tools and resources to gain an edge and stand out at every step of their careers. Provided educational support to candidates for the Chartered Financial Analyst designation. Encouraged attainment of the Chartered Financial Analyst designation and general development of investment ethics, education and skills. Ethics & Advocacy Leading the investment industry forward with courage by taking an active role to advocate for higher ethical standards. Promoted public awareness of the Chartered Financial Analyst designation. Developed understanding of the CFA Institute standards among the investment profession and the general public. Charles H Kard CFA CFP Director 1.00 0 Kari A Baer CFA CFP Director 1.00 0 R Scott Givens CFA Director 1.00 0 Jeffrey J Walker CFA Director 1.00 0 Gail J Neujahr CFA Director 3.00 0 Travis J Brown CFA Treasurer 2.00 0 Adam K Walton CFA MBA President 3.00 0 Maxwell R Grimard CFA Vice President 2.00 0 Gaole Leo Chen PhD Director 1.00 0 Christopher D Morgan CFA CFP CAP Secretary 1.00 0 Jonathan F Wallace CFA CAIA Director 1.00 0 Ryan W Nail CFA Director 0 0 false false false false false false false 0 0 0 0 0 false Travis J Brown CFA Vice President 12191 W Linebaugh Ave 312 Tampa FL 33626 8667304530 false false false false false false false false NONE NONE Other Expenses.1 Programming Expense $46141 Other Expenses.2 Membership Development Expense $5594 Other Expenses.3 Travel and Meeting Expense $2855 Other Expenses.4 Outreach and Awareness Expense $2281