09:00 AM - 10:00 AM (Pacific)
10:00 AM - 11:00 AM (Mountain)
11:00 AM - 12:00 PM (Central)
12:00 PM - 01:00 PM (Eastern)

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Zoom invitation will be shared the day before the event.

Overview

This joint program between the Tampa Bay PDA Chapter and the Alliance of Merger and Acquisition Advisors will probe the actions of critical support roles and describe what is needed now in order to drive merger and acquisition success in today’s business environment. 

Thank you to our Webinar and Gold Chapter Sponsor!

Thank you to our National and Gold Chapter Sponsors!

Panelists

Gregory C. Yadley Attorney at Law, Co-Head of Corporate Practice Group Shumaker, Loop & Kendrick, LLP

Gregory C. Yadley co-heads the Corporate Practice Group of Shumaker, Loop & Kendrick, LLP.  His principal areas of practice are securities, mergers and acquisitions, corporate and general business law.  Mr. Yadley has extensive experience representing business entities of all sizes, including closely-held and family businesses and large and small public companies, in their financing and M&A transactions, contract negotiations and disputes, strategic planning, legal compliance and general matters. He also has extensive experience in securities matters, including advising clients with regard to their private and public offerings of securities (including IPOs) and ongoing disclosure, governance and compliance obligations. 

Mr. Yadley is a member of the SEC’s Small Business Capital Formation Advisory Committee. He served as Chair of the ABA Middle Market and Small Business Committee and Chair of the Florida Bar Business Law Section and was an SEC Branch Chief and Freddie Mac’s Assistant General Counsel, both in Washington, D.C. A former adjunct professor at the University of Florida Law School, he is a graduate of Dartmouth College and George Washington University Law School.

Richard W. Ronder Chairman of the Board The Columbus Organization

Richard W. Ronder is currently Chairman of the Board of The Columbus Organization, which he founded in 1984. He has guided Columbus through two separate M&A transactions.

The Columbus Organization, (columbusorg.com), based in Blue Bell, PA, is a national healthcare company with services focused on people with intellectual disabilities and mental illness. Columbus has worked with more than 150 agencies in 44 states providing services that include onsite clinical staffing of physicians, psychiatrists, therapists, etc., and quality  improvement technical assistance.  The company currently provides nationwide case management/care coordination for approximately 15,000 individuals monthly.

Mr. Ronder received his B.A. in English from Tulane, a Masters in Public Health from the University of Michigan and is a former nationally certified Paramedic.  He and his wife, Christina, are actively engaged in mental health philanthropy.

Jami Gold Director Investment Banking Group at LCG Advisors

Ms. Gold brings to LCG over 20 years of corporate advisory experience working with middle-market businesses across multiple sectors.  Prior to joining the firm, she spent four years with an M&A-focused boutique investment banking firm, previously held positions with accounting firms Grant Thornton and Cherry, Bekaert & Holland, and started her career at The General Electric Company.

At LCG, Jami’s primary role to cultivate relationships with founder & family-owned companies to facilitate the successful completion of M&A transactions, capital raising, and other corporate finance transactions across all industries.

Ms. Gold has a Bachelor’s Degree in Marketing and Economics from Emporia State University in Kansas.  She is a board member of Gracepoint, a steering committee member of the University of Tampa Board of Fellows, a member of the University of Tampa’s Financial Advisors Committee, a founding and board member of the Tampa Chapter of the AM&AA, she sits on the grievance committee for the Florida bar and is and a member of ACG throughout the state of Florida.

Moderator

Alexis Muellner Editor-in-chief Tampa Bay Business Journal

Alexis Muellner (“Milner”) started taking photographs and making mock radio shows on a battery-powered cassette recorder as a seven-year-old. He’s in his 24th year with American City Business Journals, the TBBJ parent company; and he is in his 17th year as TBBJ editor-in-chief. He was named to the post in 2004 after working in Miami for 14 years. He earned a master's degree in print journalism from the University of Miami, and a BA from Hampshire College in Western Massachusetts. His roots are in public radio where credits include National Public Radio’s “All Things Considered,” “Weekend Edition,” “Crossroads,” and “Living on Earth.” He was an adjunct professor at Florida International University in Miami, where he taught the business and ethics of journalism, and broadcast writing and reporting. He was the winner of the prestigious Livingston Award for Young Journalists for his public radio series on the role of radio in Vietnam during the war. His print journalism credits include the Miami Herald, Florida Trend, the New York Times, the Miami Daily Business Review, Quill, and the Sports Business Journal. He has twice been the recipient of the national ACBJ Eagle Award, his company’s highest honor, for excellence in news. For TV, Muellner is a regular commentator for Bay News 9. He’s chairman of the board of the Florida Museum of Photographic Arts (see his photographic portfolio on Instagram @alexismuellner) and also serves on the board at the Tampa Bay Community Network and Speak Up, a Tampa nonprofit that provides video production services, training, and production crews for individuals and non-profits.

Speakers

Robert Courtney CEO, Retail Impulse Group  President, PDA Tampa Bay Chapter

Robert Courtney is a global entrepreneur, CEO and member of multiple boards, recognized for pioneering new international trade and business models in challenging environments. Over 30 years of executive, transactional and board experience, he has demonstrated expertise in driving organic business growth, leading multi-cultural teams, and successfully navigating economic volatility, geopolitical risk and shifting regulatory environments. He offers real-world expertise in bringing artificial intelligence and machine learning to business processes and people management. His business and board experience span agricultural/food safety, technology, retail, franchising, health care and management consulting, and extend across North America, Europe, Asia, and Latin America.

Bob is a Board Leadership Fellow of the National Association of Corporate Directors and President of the Tampa Bay Chapter of the Private Directors Association. Current boards include Ziel, Le Pain Quotidien CIS, Retail Impulse, and American Chamber of Commerce in Russia. He is a member of the Florida and California Bar Associations.

Silvana Capaldi Founder and President Ispirare Group

It does not matter what language you say it in, and Silvana can say is in English, French, or Italian, compassion and collaboration are two essential cornerstones to a successful work environment. Putting her energy, enthusiasm, and positivity into everything she does, Silvana Capaldi transforms her 20 plus years of experience in management, marketing, sales, training and coaching into daily successes with her clients. 

Ms. Capaldi helps professionals rethink relationship building to increase sales and organizational effectiveness. Having served as business development leader at Bauman, Raymondo & Co., RSM and PwC and owner of businesses, Silvana understands the value of creating a growth strategy environment where employees and clients are aligned for success. They are motivated to be a part of the growth and motivated to increase the bottom line.

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