Program areas at BSAS
Cfa Society Boston offers opportunities for members to engage in mentoring and both technical and soft skills development that further enhance their career trajectory. The normally in-person educational programs are extremely popular with members, ranging from topics such as fintech, esg and global macroeconomic trends. Since the beginning of the pandemic, the Society shifted its programming to virtual, and as a result even more members became engaged. As a thought leader in the Boston investment community, Cfa Society Boston and its leadership are committed to providing a valuable and dynamic experience for its members. Cfa Boston members value live events so the Society has held and continues to hold small events in safe (typically outdoor) environments. The Society plans to hold more events live in calendar year 2023. In fact, we plan to conduct our popular annual market dinner live taking all appropriate precautions.
Discussing the intersection of finance and technology. In addition to conferences, the Society also offers industry analysis seminars, Cfa candidate prep, and online learning opportunities through webinars and videos. Our Cfa practice exam is used by Cfa candidates globally to prepare for the Cfa exam. We also work with educational partners to deliver candidate exam prep to local candidates. Our cio roundtable (which we plan on returning to annual program) features investment executives from asset owners and asset managers discussing trends in investments and asset allocation. Education remains at the core of who we are and what we do. Continuing education not only makes the professional better, it makes for a better profession.
Who funds Cfa Society Boston (BSAS)
Grants from foundations and other nonprofits
| Grantmaker | Grantmaker tax period | Description | Amount |
|---|
| CFA Institute | 2022-08 | Gen Support | $310,045 |
Personnel at BSAS
| Name | Title | Compensation | Date of data |
|---|
| Jeanne Wolf | Chief Executive Officer | $206,599 | 2024-03-21 |
| Renee Russo | Chief Operating Officer Career Position and Responsibilities | $166,151 | 2024-03-21 |
| Garabed Sarkissian | Director Education and Content | $188,608 | 2023-06-30 |
| Todd Fowler | Director of Education and Events Career Position and Responsibilities | | 2024-03-21 |
| Heather Young | Board Member | $0 | 2024-03-21 |
| ...and 8 more key personnel |
Financials for BSAS
| Revenues | FYE 06/2023 | FYE 06/2022 | % Change |
|---|
| Total grants, contributions, etc. | $1,004,567 | $858,546 | 17% |
| Program services | $538,760 | $595,177 | -9.5% |
| Investment income and dividends | $136,018 | $116,781 | 16.5% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $155,000 | $155,000 | - |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $0 | $308,681 | -100% |
| Net income from fundraising events | $0 | $0 | - |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $19,364 | $38,439 | -49.6% |
| Total revenues | $1,853,709 | $2,072,624 | -10.6% |
Organizations like BSAS
| Organization | Type | Location | Revenue |
|---|
| Baton Rouge Bar Association | 501(c)(6) | Baton Rouge, LA | $836,437 |
| Colorado Defense Lawyers Association | 501(c)(6) | Denver, CO | $619,777 |
| Missouri Association of Trial Attorneys | 501(c)(6) | Jefferson City, MO | $2,056,949 |
| Illinois State Bar Association (ISBA) | 501(c)(6) | Springfield, IL | $8,321,304 |
| Cleveland Metropolitan Bar Association | 501(c)(6) | Cleveland, OH | $2,744,337 |
| Contra Costa County Bar Association | 501(c)(6) | Concord, CA | $1,054,234 |
| Iowa Association for Justice | 501(c)(6) | West Des Moines, IA | $1,061,531 |
| Virginia Association of Commonwealths Attorneys | 501(c)(6) | Richmond, VA | $498,004 |
| Sonoma County Bar Association | 501(c)(6) | Santa Rosa, CA | $564,896 |
| Oregon Trial Lawyers Association (OTLA) | 501(c)(6) | Portland, OR | $1,678,422 |
Data update history
May 21, 2024
Updated personnel
Identified 2 new personnel
September 19, 2023
Updated personnel
Identified 6 new personnel
August 20, 2023
Received grants
Identified 1 new grant, including a grant for $310,045 from CFA Institute June 24, 2023
Updated personnel
Identified 9 new personnel
June 23, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Human servicesCrime and lawBusiness and industry
Characteristics
MembershipsState / local levelCommunity engagement / volunteering
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