Tampa Bay Chapter

Our 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.

Tampa Bay Chapter Committee

Silvana Capaldi
Ispirare Group
Willard Blair
Partner, Schumaker, Loop & Kendrick LLP
Shannon Brown
Client Development Executive, Foley & Lardner LLP
Mike Ertel
Transworld Business Advisors
Jami Gold
LCG Advisors
Paul Hays, CPA
Principal, Clifton Larson Allen
Kyle Madden
KLH Capital LP
Timothy A. Norstrem
Norstrem Associates
Christopher P. Swink
BNY Mellon
Scott Young
Highpoint CFO

 Tampa Bay Chapter Sponsors

SILVER SPONSOR


BRONZE SPONSORS

 
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Sep
24
Mon
2018
CM&AA Training & Certification @ DePaul University (Loop Campus)
Sep 24 – Sep 28 all-day
CM&AA Training & Certification @ DePaul University (Loop Campus) | Chicago | Illinois | United States

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 about the CM&AA credentialing program and apply for admission: https://www.amaaonline.com/cmaa.

Oct
22
Mon
2018
CM&AA Training & Certification @ Pepperdine University
Oct 22 – Oct 26 all-day
CM&AA Training & Certification @ Pepperdine University | Malibu | California | United States

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 about the CM&AA credentialing program and apply for admission: https://www.amaaonline.com/cmaa.

Oct
30
Tue
2018
Tampa Bay Chapter Event “Economic and Financial Market Outlook for Business Owners” @ Palma Ceia Golf & Country Club
Oct 30 @ 8:00 am – 10:00 am

We invite you to attend an interactive breakfast  discussion featuring Jeffrey Mortimer, Director of Investment Strategy at BNY Mellon Wealth Management.

Jeff will share his proprietary economic wheel analysis, which focuses on the complex relationships between investor behavior, the economy and financial markets and their impact on private companies. Armed with this knowledge business owners can then look beyond today's economic headlines and keep an eye on the longer term.  With a broadened perspective investors and business owners can act to leverage opportunities and avoid risk in the years ahead.

Learn More!
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