Long Island Chapter

long-island-image

long-island_new-york-chapter-draft-logo-tempOur primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources.

An AM&AA chapter is a local resource for networking, education, marketing, developing professional opportunities, and thought leadership. Members are able to make face to face connections with each other, potential members and other alliance opportunities.

Long Island Chapter Committee

Shawn Anderson
Partner, Baker Tilly
Phone:
Click here to email Shawn
Jeffrey Appleman
Partner, B2B CFO
Phone:
Click here to email Jeffrey
Alison Burke
Sr. Relationship Manager / Vice President, Chase Business Banking
Phone:
Click here to email Alison
Anthony Citrolo, CM&AA (Chapter Leader)
Partner, The NYBB Group, LLC
Phone:
Click here to email Anthony
Thomas De Filippe
Managing Director, Marshall & Stevens
Phone:
Click here to email Thomas
Luis de la Prida, CM&AA (Chapter Leader)
Managing Partner, The NYBB Group, LLC
Phone:
Click here to email Luis
Lee Ferber
Partner, Getty Marcus CPA, PC
Phone:
Click here to email Lee
Mark Kravietz
Managing Director, High Tower
Phone:
Click here to email Mark
Michael Schnipper
Partner, Nixon Peabody
Phone:
Click here to email Michael
Gregg Schor
CEO, Protegrity Advisors
Phone:
Click here to email Gregg
Charles Skop
Partner, Meyer Suozzi English & Klein, PC
Phone:
Click here to email Charles
Carolyn Vaeth
Consultant, Chernoff Diamond & Co LLC
Phone:
Click here to email Carolyn

Long Island Chapter Calendar

Jun
4
Tue
2019
Long Island Chapter Event “The Anatomy of a Healthcare M&A Transaction” @ The Mansion at Oyster Bar
Jun 4 @ 5:30 pm – 8:00 pm

The Anatomy of a Healthcare M&A Transaction

Jun
10
Mon
2019
CM&AA Training & Certification @ DePaul University (Loop Campus)
Jun 10 – Jun 14 all-day

Obtain the most advanced credential illustrating the highest recognized standards of professional excellence for middle market corporate finance, advisory, and transaction service professionals in a collaborative, peer-driven learning environment.

Click here to learn more or contact our Membership & Education Manager, Catleah Capuli at (312) 856-9590 or ccapuli@amaaonline.org.

 

2019 Training & Certification Dates

January 28 - February 1, 2019: Pepperdine University, West Los Angeles, CA

April 29 - May 3, 2019: University of Maryland Robert H. Smith School of Business, Washington D.C.

June 10 - 14, 2019: DePaul University Loop Campus, Chicago, IL

September 16 - 20, 2019: DePaul University Loop Campus, Chicago, IL

October 28 - November 1, 2019: Pepperdine University, Malibu, CA

 

WHO SHOULD ATTEND

The CM&AA is designed for M&A professionals who are
engaged in the M&A planning and / or counsel clients:

  • CPA's
  • Attorneys
  • M&A Consultants
  • Corporate Employees
  • Board of Directors
  • Business Owners
  • Financial Planners
  • Private Investors

COURSE TOPICS

  • MidMarket Overview
  • M&A Process
  • Corporate M&A
  • Financing: Growth & Acquisition
  • Traditional Business Valuation/
    Cash-Debt Free Balance Sheet/
    Transaction Valuation
  • Value Growth & Market Readiness
  • M&A Tax Issues
  • M&A Legal Topics
  • Sell Side M&A/Buy Side M&A

 

Sep
16
Mon
2019
CM&AA Training & Certification @ DePaul University (Loop Campus)
Sep 16 – Sep 20 all-day

Obtain the most advanced credential illustrating the highest recognized standards of professional excellence for middle market corporate finance, advisory, and transaction service professionals in a collaborative, peer-driven learning environment.

Click here to learn more or contact our Membership & Education Manager, Catleah Capuli at (312) 856-9590 or ccapuli@amaaonline.org.

 

2019 Training & Certification Dates

January 28 - February 1, 2019: Pepperdine University, West Los Angeles, CA

April 29 - May 3, 2019: University of Maryland Robert H. Smith School of Business, Washington D.C.

June 10 - 14, 2019: DePaul University Loop Campus, Chicago, IL

September 16 - 20, 2019: DePaul University Loop Campus, Chicago, IL

October 28 - November 1, 2019: Pepperdine University, Malibu, CA

 

WHO SHOULD ATTEND

The CM&AA is designed for M&A professionals who are
engaged in the M&A planning and / or counsel clients:

  • CPA's
  • Attorneys
  • M&A Consultants
  • Corporate Employees
  • Board of Directors
  • Business Owners
  • Financial Planners
  • Private Investors

COURSE TOPICS

  • MidMarket Overview
  • M&A Process
  • Corporate M&A
  • Financing: Growth & Acquisition
  • Traditional Business Valuation/
    Cash-Debt Free Balance Sheet/
    Transaction Valuation
  • Value Growth & Market Readiness
  • M&A Tax Issues
  • M&A Legal Topics
  • Sell Side M&A/Buy Side M&A

 

Oct
28
Mon
2019
CM&AA Training & Certification @ Pepperdine University (Malibu Campus)
Oct 28 – Nov 1 all-day

Obtain the most advanced credential illustrating the highest recognized standards of professional excellence for middle market corporate finance, advisory, and transaction service professionals in a collaborative, peer-driven learning environment.

Click here to learn more or contact our Membership & Education Manager, Catleah Capuli at (312) 856-9590 or ccapuli@amaaonline.org.

 

2019 Training & Certification Dates

January 28 - February 1, 2019: Pepperdine University, West Los Angeles, CA

April 29 - May 3, 2019: University of Maryland Robert H. Smith School of Business, Washington D.C.

June 10 - 14, 2019: DePaul University Loop Campus, Chicago, IL

September 16 - 20, 2019: DePaul University Loop Campus, Chicago, IL

October 28 - November 1, 2019: Pepperdine University, Malibu, CA

 

WHO SHOULD ATTEND

The CM&AA is designed for M&A professionals who are
engaged in the M&A planning and / or counsel clients:

  • CPA's
  • Attorneys
  • M&A Consultants
  • Corporate Employees
  • Board of Directors
  • Business Owners
  • Financial Planners
  • Private Investors

COURSE TOPICS

  • MidMarket Overview
  • M&A Process
  • Corporate M&A
  • Financing: Growth & Acquisition
  • Traditional Business Valuation/
    Cash-Debt Free Balance Sheet/
    Transaction Valuation
  • Value Growth & Market Readiness
  • M&A Tax Issues
  • M&A Legal Topics
  • Sell Side M&A/Buy Side M&A

 

Learn More!
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