Tampa, FL
Next Meeting
RESERVE A SPOT
Date:
Thursday August 14, 2025 5:30pm - 8:30pm US/Eastern
Location:
Bernstein Private Wealth Management Office
101 E Kennedy Boulevard, # 3200
Tampa, FL 33602
Agenda:

Join the FENG Tampa Chapter for an exclusive in-person event on Business Owner’s Exit Strategy for CFOs, sponsored by our chapter friends at Bernstein Private Wealth Management. This session will feature a panel of experts specializing in M&A, Tax Strategy, and Investment Advisory, who will share insights on maximizing business value, structuring a tax-efficient exit, and managing post-sale wealth. The discussion will be moderated by Megan Heffron, CFP®, Vice President, Wealth Management, along with her distinguished colleagues at Bernstein, who bring extensive experience guiding business owners through complex financial transitions. 

 

Meet the Panelists:

  • Eric Leightner - Director of Wealth Strategies
  • Sara Qureshi - an M&A attorney with Hill Ward Henderson
  • Jay Clark - Senior Managing Director of Investment banking with LCG advisors

Event attendees will gain actionable strategies for preparing their businesses for a successful exit while avoiding common pitfalls. This interactive event will provide practical insights tailored to entrepreneurs and executives, ensuring they walk away with clear strategies for a smooth and profitable transition. Networking opportunities before and after the session will allow attendees to connect with finance professionals, business owners, and industry leaders.

 

More information to follow.

 

Jay Clark leads LCG’s Investment Banking efforts in Tampa, Florida, advising privately held middle market companies on sales, acquisitions, and capital raises. With over 37 years of experience and more than $3.8 billion in completed transactions, his background spans roles at Algon Group, FD Capital Advisors, Navigant Capital Advisors, and Synovus Investment Banking. Earlier in his career, he held positions at GMA Partners, Legacy Securities, KPMG Corporate Finance, and began in corporate banking at NCNB (now Bank of America). Mr. Clark holds an MBA from Emory University’s Goizueta School of Business and a BS in Business Administration from the University of Florida. He is active in the Association for Corporate Growth and frequently speaks on investment banking topics.

Meetings

Please login to RSVP to meetings, so you can benefit from your membership status. Login

RSVP Subject
Date / Time
Attendees Status Suggested Donation  
Reserve A Spot Business Owner's Exit Strategy for CFOs Aug 14
5:30pm - 8:30pm US/Eastern
8 Not registered Free
Boardroom Strategies for CFOs: Navigating, Joining, and Leading Corporate Boards Apr 17
5:30pm - 8:00pm US/Eastern
30 Not registered Free
2025 Financial Strategy: Securing Market Gains; Tax Changes and LTC Protection Feb 12
5:30pm - 8:00pm US/Eastern
21 Not registered Free
FL Life Sci Funding: Challenges & Solutions for CFOs (IN PERSON) Dec 12, 2024
5:30pm - 7:30pm US/Eastern
25 Not registered Free
AI & the Modern CFO: A Fireside Chat (In-Person Event) Oct 24, 2024
5:30pm - 7:30pm US/Eastern
38 Not registered Free
Investment Banking Demystified with Bradley Gayheart Sep 12, 2024
5:30pm - 7:30pm US/Eastern
20 Not registered Free
Networking Social Event Jun 11, 2024
6:00pm - 8:00pm US/Eastern
7 Not registered Free
Learning ESG Insights & How ROI is measured May 26, 2022
5:30pm - 8:00pm US/Eastern
1 Not registered $65.00
Positive Psychology and Well-Being in the Workplace (Webcast) Apr 23, 2021
12:00pm - 1:30pm
4 Not registered Free
Supply Chain Risk Management is Key to Building a Resilient Supply Chain Mar 25, 2021
12:00pm - 1:00pm
1 Not registered Free
Using RPA (Robotic Process Automation) to Automate F&A Processes Feb 25, 2021
12:00pm - 1:00pm
7 Not registered Free
Jan 19, 2021
12:00pm - 1:00pm
6 Not registered Free
Dec 10, 2020
12:00pm - 1:00pm
8 Not registered Free

Chapter Description

The Tampa Chapter currently has 722 members.

Not a member, yet?

If you wish to receive occasional email messages sent to members of this Chapter, please join!
JOIN Chapter
Member Stats

Total Members 651
Alumni (59%) 381
Active (33%) 216
Associate (1%) 4
Retired (8%) 50