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SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS INC

New Britain, CTEIN: 52-1084765Website

Data sourced from IRS 990 public filings

SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS INC 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.

Annual Revenue

$65,116

Known Funders

0

Grants Received

0

Financial History

YearRevenueExpensesAssets
2024$65,116$75,940$91,995

Top Funders

No funder data available yet for this nonprofit.

Key Personnel

From 2024 IRS 990 filing

G

Geoffrey Rush

President

E

Emilly Sears

Vice President

R

Rita Scuris

Secretary/Treasurer

E

Enrique Bacalao

Director

N

Nik Banka

Director

B

Barbara Chapman

Director

M

Mark Cicchetti

Ex-Officio

J

Jared Deason

Director

E

Edward Kaufman

Director

M

Mark Khouzam

Director

Showing 10 of 20 key personnel.

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