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2017 M&A Source Committees

The M&A Source has a variety of committees for members to get involved with. 

Working on a committee is a great way to expand your network, leverage your skills and help propel yourself to success!  Please review all committees and their charter, and click "volunteer now" when you're ready to help.

Committee  Chair Committee Charter  
Communications

Joe Lindsey, M&AMI,
Fellow of the M&A Source

 This committee shall solicit articles for the M&A Source newsletter (The Bridge), serve as newsletter editor and work with the Association management for the publication/distribution of The Bridge newsletter.  This committee shall use its best efforts to insure that communications adhere to and are consistent with the Association’s bylaws, policies & procedures, mission and goals.  The Committee is supported by the Member Services Coordinator only as it relates to compiling and sending the monthly newsletter and weekly e-news.

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Conference Planning  Dean McDonald, CM&AP This committee shall set the overall theme for each conference; establish workshop and panel discussion schedules, subject matter topics, moderators, panelists, and other speakers, and when appropriate, select a keynote speaker within budget guidelines set by the Finance committee.  If financially advantageous, coordinate venue selection and schedules with IBBA association management personnel in regards to future venues and facilities.  This committee is supported by the Conference Manager.  

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Credentialing  Gary Papay, , CBI, M&AMI, CMEA This committee shall develop guidelines and requirements for certification and maintain a pathway for CBIs and other business intermediaries to obtain the M&AMI (Mergers and Acquisitions Master Intermediary) certification.  This committee shall also oversee approval of Lifetime M&AMI and Lifetime M&AMI - Retired recipients, and the approval of candidates to be recognized as Fellows of The M&A Source.  This Committee is supported by the Education & Certification Manager.

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Dealmakers Expo  Mike Camerota, JD, M&AMI  This committee shall promote the Dealmakers Expo to Private Equity Groups and other capital providers; suggest additional revenue producing opportunities for the Dealmakers Expo event; work with the conference planning committee to suggest updates or improvements to the event to keep it relevant and vibrant; work with the marketing committee to promote the Dealmakers Expo to membership and professional ancillaries.  This committee is supported by the Conference Manager.  

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 Education Pat McDonald, CBI, M&AMI Subject to approval by the board of directors, this committee shall be responsible for implementing and administering all policies concerning education and professional development. The committee shall set the education class schedule for each conference;  select appropriate approved instructors to teach each course; develop contracts specifically outlining remuneration, responsibilities and expectations of instructors; recruit new members whose practice is outside intermediary functions, such as legal, accounting, etc., to develop new courses; explore University-developed courses as an added vehicle to deliver relevant and current curriculum; suggest new course development subject areas; appoint subject matter experts to develop new courses; review market place for subject matter to be offered as appropriate educational courses from outside developers/presenters; and set instructor criteria and monitor instructor performance.  This Committee is supported by the Education & Certification Manager.

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 Finance Tom Whipple  This committee shall be responsible for supervising the financial affairs of the Association. The Treasurer shall serve as Chairperson of this committee. Additional members of this committee shall include, but not necessarily be limited to, the M&A Source Chair and Chair Elect.  Subject to approval by majority vote of the board of directors, the committee shall set the budget for the Association.  The budget will provide clear direction to and definition of the Association Manager’s administrative resources anticipated to be required, including outsourcing certain functions where performance and economy can be improved.  The committee shall monitor the monthly financial performance of the Association and the investment accounts of the Association.  This committee is supported by the Executive Director and/or the Director of Operations.   
 Governance  Kevin Dempsey, CBI, CMEA  This committee shall maintain and keep current the bylaws of the Association and shall inform the membership of any alteration, amendment, or repeal of these bylaws, and carry out all other duties as provided in the bylaws. This committee shall interpret the bylaws at the request of the board of directors. This committee shall work with the executive committee to periodically review for compliance and adherence by the board of directors, as well as evaluate, study and recommend modifications or amendments. This committee is supported by the Executive Director and/or the Director of Operations.   
 Marketing Scott Mashuda  This committee shall seek out opportunities to create positive publicity for the Association and shall provide guidance and support to members in their public relations efforts relating to the activities of the Association.  This committee shall investigate and make recommendations to increase market awareness of the Association’s goals, vision and purpose; promote informational, educational, marketing and conference events. The committee is supported by the Member Services Coordinator.

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Membership  Laura Maver Ward, CBI,
M&AMI, CM&AP, CExP, CBC
This committee shall review and recommend to the board of directors all administrative policies concerning membership, dues and benefits. All such recommendations are subject to approval by a majority vote of the board of directors.  This committee shall also promote the member benefits; develop & execute plans to grow membership and retain current members; and conduct surveys of webinar registrants.  This committee is supported by the Membership Manager.  

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Nominations  Joe LIndsey, M&AMI,
Fellow of The M&A Source
 The primary objectives of this committee are to present a slate of the most qualified candidates that meet the current needs of the board of directors and to insure that the Association’s Manager prepares and distributes a ballot for the election of directors to the Association’s voting members.  This committee shall be comprised of the M&A Source’s Immediate Past Chairperson, the current Chairperson, and the Chair Elect.  The Immediate Past Chairperson shall serve as this committee’s chairperson. This committee is supported by the Executive Director and/or the Director of Operations.   
 Sponsorship Jeff Swiggett, CBI, M&AMI This committee shall develop an annual brochure/prospectus that specifies sponsorship opportunities.  This committee shall also suggest additional revenue producing possibilities.  Relationships with long-time sponsors and exhibitors are essential as long as mutually beneficial results are achieved.  Other entities seeking sponsorship must be approved by a majority vote of the board of directors.  This committee is supported by the Association management for the solicitation and execution of sponsorship contracts.  

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 Webinar Bob McCormack, 
CVA, MBA, M & AMI
 This committee shall facilitate the development and presentation of webinars to increase the market awareness of the Association’s goals, vision and purpose; determine webinar frequency, develop the webinar calendar; identify relevant topics for webinars; identify and recruit presenters for the webinars; and work in conjunction with the communications and marketing committees to promote webinars. This committee is supported by the Education & Certification Manager. Volunteer Now!