Organizations Filed Purposes:
LEAD INVESTMENT PROFESSION THROUGH EDUCATIONAL EVENTS.
PROVIDE EDUCATIONAL SEMINARS AND SPEAKERS FOR MEMBERS. THERE WERE FOURTY ONE EDUCATIONAL PROGRAMS HELD WITH ATTENDANCE OF APPROXIMATELY 2,449. ANNUAL FORECAST DINNER FOCUSING ON THE UPCOMING YEAR'S ECONOMY INCLUDING A PRESENTATION BY NATIONALY RECOGNIZED SPEAKERS FOR APPROXIMATELY 660 ATTENDEES.
ANNUAL CHARTER RECOGNITION EVENT TO RECOGNIZE NEW MEMBERS (OCCURS AT THE NEW CHARTER HOLDER APPRECIATION EVENT) AND TO ADDRESS VARIOUS EDUCATIONAL TOPICS. TOTAL ATTENDANCE FOR THE FY 2019-2020 WAS 196 MEMBERS.
COLORADO EDITON OF THE ANNUAL CFA INVESTMENT RESEARCH CHALLENGE FOR THE CFA CANDIDATES.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Ivan Sichkar | DIRECTOR | 0.5 | $0 |
| Dan Katz | DIRECTOR | 0.5 | $0 |
| Stephanie Bullington | TREASURER | 2 | $0 |
| Jane Sagalovich | ADVOCACY CHAIR | 0.5 | $0 |
| Katy Greene | SECRETARY | 0.5 | $0 |
| Ed Durica | VICE PRESIDENT | 0.5 | $0 |
| Peter Quinn | PRESIDENT | 3 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202141199349301264_public.xml