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 Advisory Board

Silvana Capaldi, Founding Chair
Ispirare Group
Christopher Swink, CEPA® , Advisory Board Chair
BNY Mellon Wealth Management
Jason Baker
Tampa Bay Business & Wealth Magazine
Mike Ertel, CM&AA
Transworld Business Advisors
Jami Gold
LCG Advisors
Paul Hays, CPA
Principal, Clifton Larson Allen
Thomas McDonnell
Associate, Shumaker, Loop & Kendrick, LLP
Jennifer Murphy
Seacoast Bank
Timothy A. Norstrem
Norstrem Associates
Scott Young, CPA, CM&AA
Highpoint CFO

 Tampa Bay Chapter Sponsors

SILVER SPONSORS


BRONZE SPONSORS 

MEDIA PARTNERS

UNIVERSITY PARTNER

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Jun
8
Mon
2020
Private event for Tampa Bay Chapter Sponsors, meet & greet our panelists: 5:30 pm – 7:00 pm. @ TBD
Jun 8 @ 5:30 pm – 7:00 pm

Topics of Discussion:
HR roles in an M&A: Being prepared and proactive, HR, in partnership with their business leaders, has a tremendous opportunity to step up and influence the ultimate success of a transaction.

1. Serve as a trusted adviser to executives and the deal team.
2. Be the HR/people subject-matter expert.
3. Provide timely and actionable input before, during, and after the deal.
4. Help shape the post-close organization.
5. Manage the intense flow of information and related employee anxiety.

Moderator & Panelists:

  • Darren Veneri, Vice President, Challenger- Gray & Christ - Moderator
  • Ann Glackin, Director HR, M&A, - Jabil - Panelists
  • Holly Grogan, Chief Human Resource Officer- Enavate - Panelists
  • Greg Glass, SVP HR - Kforce - Panelists

Cost for Members: $40 Member | Non-Members: $60 Non-member

Click here for parking information

  • Hosted by Tampa Bay Chapter partner University of Tampa – Speros Margetis, Professor of finance. Teaching responsibilities in New Venture Finance, Global Finance, International Finance, Applied Finance using ERP Systems, Venture Capital and Alternative Investment Strategies.
    https://www.linkedin.com/in/speros-margetis-7a095639/
Jun
9
Tue
2020
How HR Can Make or Break Your M&A Deal @ University of Tampa, Daly Innovation & Collaboration Building 8th Floor – Lowth Entrepreneurship Center
Jun 9 @ 8:00 am – 10:00 am

Topics of Discussion:
HR roles in an M&A: Being prepared and proactive, HR, in partnership with their business leaders, has a tremendous opportunity to step up and influence the ultimate success of a transaction.

1. Serve as a trusted adviser to executives and the deal team.
2. Be the HR/people subject-matter expert.
3. Provide timely and actionable input before, during, and after the deal.
4. Help shape the post-close organization.
5. Manage the intense flow of information and related employee anxiety.

Moderator & Panelists:

  • Darren Veneri, Vice President, Challenger- Gray & Christ - Moderator
  • Ann Glackin, Director HR, M&A, - Jabil - Panelists
  • Holly Grogan, Chief Human Resource Officer- Enavate - Panelists
  • Greg Glass, SVP HR - Kforce - Panelists

Cost for Members: $40 Member | Non-Members: $60 Non-member

Click here for parking information

  • Hosted by Tampa Bay Chapter partner University of Tampa – Speros Margetis, Professor of finance. Teaching responsibilities in New Venture Finance, Global Finance, International Finance, Applied Finance using ERP Systems, Venture Capital and Alternative Investment Strategies.
    https://www.linkedin.com/in/speros-margetis-7a095639/

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