Essential Presentation Skills for M&A Advisors

Engage More Clients & Close More Deals with Amazing Presentation Skills

and Earn 24 Credit Hours Towards Your M&AMI and CBI Continuing Education*!

When: September 13- 15, 2019

Where: Coles College of Business, Kennesaw, GA

Investment: New Participants: $500/Alumni**: $200

Top 10 Things You Will Learn…

  • How to plan, design and develop amazing presentations, programs and courses

  • Effective use of visual aids and Power Point

  • Best practices for presenting via Skype, Zoom and other internet portals

  • How to lecture less using alternative presentation methodologies

  • Ways to use humor in presentations and seminars

  • Strategies to calm your presentation nervousness

  • How to set the desired group environment and maintain control

  • Effective personal delivery skills to actively engage and hold audience/client/prospect attention

  • Tips and checklists for presentations to Boards, Business Owners, Buyers, Chambers, M&A advisors, wealth advisors, CPAs, accountants, attorneys

  • How to effectively organize and prepare panelists and successfully moderate panel discussions


This is an “extremely valuable” course for those who want to moderate at M&A Source or IBBA conferences and/or teach IBBA courses. This is a required course for those who want to teach M&A Source courses.

*This course qualifies for all 10 of the maximum allowable outside education credits for CBI recertification. Course is NASBA approved

** Alumni includes attendees of M&A Source #600, IBBA’s Train the Trainer, and IBBA’s Speakers Training Course NOTE: Alumni must make a special request to be videotaped. M&A Source has the right to limit this offering


For questions regarding registration, contact Laura Wright, Operations Manager, M&A Source, or +1 404.477.5167

For questions regarding the course, contact Pat McDonald, or +1 678-277-9951 X22