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, sponsored by 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. 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.

Meetings

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RSVP Subject
Date / Time
Attendees Status Suggested Donation  
Reserve A Spot Business Owner's Exit Strategy 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.

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Member Stats

Total Members 659
Alumni (59%) 388
Active (33%) 217
Associate (1%) 4
Retired (8%) 50