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, Shumaker, 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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Oct
15
Tue
2019
Tampa Bay Chapter Event “Leading through Acquisition” @ Palma Ceia Golf & Country Club
Oct 15 @ 8:00 am – 10:00 am

“Leading through Acquisition”

Join us on Tuesday, October 15th for a dynamic seminar with speaker Jennifer J. Fondrevay and author of Now What? A survivor’s guide for navigating and thriving through acquisition.

Surviving all manner of corporate restructuring, reorganization, satellite office “refresh,” and multi-billion-dollar acquisitions, Jennifer J. Fondrevay has seen firsthand how growth objectives suffer because people strategies fall short of expectations. That’s why she’s made it her mission to help companies cultivate the human point of view in today’s data-driven era. An internationally skilled C-suite marketing executive, Fondrevay has 25+ years of experience working in global advertising, B2B2C marketing, and corporate communications for a variety of industry leading companies such as Kraft, Unilever, Nokia, Cadbury, Coors, Gerber’s, and NAVTEQ.

Jennifer’ book: Now What? A survivor’s guide for navigating and thriving through acquisition. Her advice targets the masses of middle managers who lose faith in their abilities and can’t see how their talents can continue to serve the overall mission, post-acquisition. The book serves as a field guide to help employees become more agile, receptive to change, and better understand the opportunities that come from corporate growth.

Oct
28
Mon
2019
CM&AA Training & Certification – Pepperdine University @ 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.

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

 

Nov
11
Mon
2019
CM&AA Training & Certification – Centre Club Tampa @ Centre Club Tampa
Nov 11 – Nov 15 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.

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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