2025-03-09T11:54:56-07:00 2024-06-30 990EZ 2023-07-01 621181717 CFA SOCIETY OF NASHVILLE CFAS 8656077185 1718 Church St 330352 Nashville TN 37203 Samuel Carden Treasurer 6155151740 2025-03-05 0 X 2023 2025-03-06 01:10:19Z X X www.cfanashville.org X X 136751 38990 55970 36800 4991 0 0 0 0 0 0 0 0 0 0 0 136751 0 110649 0 54626 0 0 0 165275 -28524 192106 0 163582 192106 163582 0 0 0 0 192106 163582 0 0 192106 163582 To promote professional standards in financial markets and equip members to be leaders in our community by promoting the value of the CFA designation and facilitating the exchange of ideas and resources for the ultimate benefit of Middle Tennessee. Annual Forecast Dinner is a yearly event featuring speakers who provide their views and perspectives the upcoming year in financial markets. Benefits entire membership base. Virtual and in-person events featuring speakers discussing various subjects of interest to the society's members, providing networking opportunities and continuing education. Research Challenge is a yearly event hosting student teams from regional colleges who present investment recommendations to a panel of judges. A winning team is selected to present in a national competition sponsored by the CFA Institute. 0 Ann Taylor Knotts President 15 0 Johnny Garrison Vice President 15 0 Austin Branstetter Treasurer 15 0 0 0 Grace Bennett Director 5 0 Benjamin Flox Director 5 0 David Harkins Director 5 0 Samuel Carden Secretary 15 0 0 0 Michell Bosch Director 5 0 0 0 Elliott Brewer Director 5 0 0 0 Beth Johnson Director 5 0 Alice Campbell Director 5 0 0 0 Mark Griffin Director 5 0 Russ Barnard Director 5 0 David Windley Director 5 0 0 0 0 0 0 0 0 0 0 TN Samuel Carden 1718 Church St 330352 Nashville TN 37203 8656077185 0 0 0 0 0 0 0 0 We have recently changed board members and the subsequent transition process resulted in a late filing. The CFA Society of Nashville has a history of filing its taxes on time and within the confounds of IRS guidelines. We have implemented internal controls to prevent further late filings from happening in the future.