It was so good to see you at the AM&AA 2022 Winter Conference. Your feedback is key in improving our future sessions, so thank you for taking the time to share your thoughts. You only need to answer questions for the sessions you attended, and it should only take a few minutes.
TELL US ABOUT THE SESSIONS YOU ATTENDED

Question Title

* 1. Brave New What?: A Discussion of Proprietary Data on Lower Middle Market Private Equity Transactions 

Moderator: 
Andy Greenberg, CEO, GF Data 

Panelists: 
Tim Lewis, Partner, Southfield Capital 
Andrew M. Lohmann, EVP & Partner, Hirschler Fleischer

  1 2 3 4 5 N/A
Were the speakers effective?
Were the speakers knowledgeable about the subject matter?
Were stated learning objectives met?
Were stated prerequisites appropriate and sufficient?
Were program materials relevant and contribute to the achievement of the learning objective?
Was the time allotted appropriate to the learning objective?
Was the A/V effective and appropriate to the learning activity?
Rate the session's overall benefit to you

Question Title

* 2. The Great Resignation Era: Attracting and Retaining Talent in Your Organization 

Moderator: 
Christine Hollinden, MBA, CPSM, Principal & Founder, Hollinden | marketers + strategists 

Panelists:
Jill Silman Chapman, Senior Performance Consultant, Insperity 
Celia Dietrich, Founder & Executive Chair, Dietrich Partners 
Génnea N. Squire de Torres, Principal, Cadré Talent Consulting, LLC

  1 2 3 4 5 N/A
Were the speakers effective?
Were the speakers knowledgeable about the subject matter?
Were stated learning objectives met?
Were stated prerequisites appropriate and sufficient?
Were program materials relevant and contribute to the achievement of the learning objective?
Was the time allotted appropriate to the learning objective?
Was the A/V effective and appropriate to the learning activity?
Rate the session's overall benefit to you

Question Title

* 3. Winning Strategies: Creating Success for and with Corporate Development Executives 

Moderator: 
Taylor Devine, CM&AA, CBI, CMEA, Founder & Managing Partner, The CDI Group
 
Panelists: 
Andrew Fulford, VP, Corporate Development and Strategy, HBM Holdings 
Eric Heath, CM&AA, VP, Tenney Group 
Andy Tomat, CM&AA, Founder & Managing Partner, 4P | Four Pillars, Inc.

  1 2 3 4 5 N/A
Were the speakers effective?
Were the speakers knowledgeable about the subject matter?
Were stated learning objectives met?
Were stated prerequisites appropriate and sufficient?
Were program materials relevant and contribute to the achievement of the learning objective?
Was the time allotted appropriate to the learning objective?
Was the A/V effective and appropriate to the learning activity?
Rate the session's overall benefit to you

Question Title

* 4. The Tax Man Cometh: Tax Reform and Its Impact on Private Equity & the M&A Market 

Moderator: 
David Kostmayer, CM&AA, Partner, GBK | Peabody, PLLC

Panelists: 
Bryan A. Graiff, CPA, Partner in Charge of Transaction Advisory & Private Equity, Armanino LLP 
Melissa Pozniak, Partner, Transaction Services, BKD, LLP
Don Stanovcak, Senior Manager, Plante Moran

  1 2 3 4 5 N/A
Were the speakers effective?
Were the speakers knowledgeable about the subject matter?
Were stated learning objectives met?
Were stated prerequisites appropriate and sufficient?
Were program materials relevant and contribute to the achievement of the learning objective?
Was the time allotted appropriate to the learning objective?
Was the A/V effective and appropriate to the learning activity?
Rate the session's overall benefit to you

Question Title

* 5. Table Talk: Interactive Discussions on Trending M&A Topics 

Discussion Leaders:
Beyond the Spreadsheet: Realizing the Value of the Deal
Steve Nunn, CEO, Intista 

Due Diligence Considerations for Software Companies 
Ramkumar Jeyaraman, CTO, DataCaliper LLC 

The Current Landscape in International M&A 
Taylor Devine, CM&AA, CBI, CMEA, Founder & Managing Partner, The CDI Group 
Peter C. Pang, Founder, Chairman & Managing Partner, IPO Pang Xingpu Law Firm

  1 2 3 4 5 N/A
Were the speakers effective?
Were the speakers knowledgeable about the subject matter?
Were stated learning objectives met?
Were stated prerequisites appropriate and sufficient?
Were program materials relevant and contribute to the achievement of the learning objective?
Was the time allotted appropriate to the learning objective?
Was the A/V effective and appropriate to the learning activity?
Rate the session's overall benefit to you

Question Title

* 6. BIEF: Update on Campaign for Clarity

Speakers:
Shane B. Hansen, Partner, Warner Norcross + Judd
Brett T. Palmer, President, Small Business Investor Alliance (SBIA)

  1 2 3 4 5 N/A
Were the speakers effective?
Were the speakers knowledgeable about the subject matter?
Were stated learning objectives met?
Were stated prerequisites appropriate and sufficient?
Were program materials relevant and contribute to the achievement of the learning objective?
Was the time allotted appropriate to the learning objective?
Was the A/V effective and appropriate to the learning activity?
Rate the session's overall benefit to you

Question Title

* 7. An Insider’s View: The Middle Market Outlook in 2022 

Moderator: 
Charles Cox, Director, LongueVue Capital, LLC 

Speaker: 
Brett T. Palmer, President, Small Business Investor Alliance (SBIA)

  1 2 3 4 5 N/A
Were the speakers effective?
Were the speakers knowledgeable about the subject matter?
Were stated learning objectives met?
Were stated prerequisites appropriate and sufficient?
Were program materials relevant and contribute to the achievement of the learning objective?
Was the time allotted appropriate to the learning objective?
Was the A/V effective and appropriate to the learning activity?
Rate the session's overall benefit to you

Question Title

* 8. The Watch List: Industries Positioned to Outperform for M&A in 2022 and Beyond 

Moderator: 
Bill McCalpin, CM&AA, CEO, DealWare & Capitalize Network 

Panelists:  
Cameron Coley, Principal, Plexus Capital 
Dena Jalbert, Founder & CEO, Align Business Advisory Services
Tim Buening, Vice President, Capital For Business

  1 2 3 4 5 N/A
Were the speakers effective?
Were the speakers knowledgeable about the subject matter?
Were stated learning objectives met?
Were stated prerequisites appropriate and sufficient?
Were program materials relevant and contribute to the achievement of the learning objective?
Was the time allotted appropriate to the learning objective?
Was the A/V effective and appropriate to the learning activity?
Rate the session's overall benefit to you
The Alliance of Mergers & Acquisition Advisors (AM&AA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Question Title

* 9. Contact Information
Please provide to be included in drawing for 1 of 2 registrations to AM&AA 2022 Summer Conference

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