Speaking Engagements

Upcoming Seminars & Appearances

Sponsors: RM McGladrey, BNY Mellon & the Law firm of Gunster Yoakley
Location: TBD
Date: October 14, 2010 8:00-1:00 PM
Topic: "Plan Your Exit from Business Ownership"
Presenters: John Majer, RM McGladrey, Howard Burnston, Gunster Yoakley,Tim Goering, BNY Mellon, & Chris Curtin, Bankers Advocate

Sign Up Here for the South Florida Event...

Sponsors: Hoyman Dobson, CPA & the law firm of Hayworth, Chaney & Thomas, PA
Location: Melbourne-Palm Bay Chamber of Commerce, Melboune
Date: October 22, 2010 8:00-1:00 PM
Topic: "Plan Your Exit from Business Ownership"
Presenters: Barbara Oswalt, Hoyman Dobson CPA & Chris Curtin, Bankers Advocate

Sign Up Here for the Melbourne Event...

We enjoy talking to groups about issues related to Entering, Enhancing and Exiting Business Ownership. A few of the topics available for presentation include:

How to Successfully Enter Business Ownership...

Designing a Successful Exit Strategy...

Creating a Liquidity Event by Transferring/Selling to Key Employees/Next Generation...

Options to Borrow Money for Your Business...

How to Buy a Distressed Business...

Targeted Business Searches for International Buyers...

For more information on how Bankers Advocate can make a presentation to your group or organization, call (561) 882-1331 or complete our contact form. We look forward to meeting you and your group.

Past Appearances

Sponsors: Bernstein Global Wealth & the Law firm of Greenberg Traurig
Location: The Westin Fort Lauderdale
Date: May 20, 2010 8:00-1:00 PM
Topic: "Plan Your Exit from Business Ownership"
Presenters: Scott Barber, Bernstein Global Wealth, Jon Swergold, Greenberg Traurig & Chris Curtin, Bankers Advocate

Sponsors: The Law firm of Lowndes, Drosdick, PA & Seaside Bank & Trust
Location: Lowndes, Drosdick, Doster, Kantor & Reed, PA, Orlando
Date: April 29, 2010 8:00-1:00 PM
Topic: "Plan Your Exit from Business Ownership"
Presenters: Frank Mock, Lowndes, Drosdick, Whit Kunzelman, Seaside Bank, Tim Myers, Seaside Bank & Chris Curtin, Bankers Advocate

Sponsors: Holland & Knight LLP and Vistage
Location: Holland & Knight's Tampa Office
Date: February 4, 2010 8:00-1:30
Topic: "Exit Strategies for Entrepreneurs and Family Business
Presenters: Rolfe Arnhym, Director Vistage,Noel Boeke, Holland & Knight LLP, & Chris Curtin, Bankers Advocate

Sponsors: Proctor Crook, CPA and Seaside Bank & Trust
Location: Stuart/Martin County Chamber of Commerce, Stuart
Date: November 19, 2009 8AM-1PM
Topic: "Plan Your Exit from Business Ownership"
Presenters: Nancy Crowder, Proctor, Chuck Hicks, Seaside Bank & Chris Curtin, Bankers Advocate

Sponsors: Stetson University and Holland & Knight LLP
Location: Stetson University Center at Celebration
Date: November 5, 2009 8:00-3:30
Topic: "Exit Strategies for Entrepreneurs and Family Business
Presenters: Mario Fidanzi, Director Stetson Family Enterprise Center,
Noel Boeke, Holland & Knight LLP, & Chris Curtin, Bankers Advocate

Sponsor: Wachovia, Wells Fargo & Gunster Yoakley
Location: Gunster Yoakley, West Palm Beach
Date: April 23, 2009 8:00-12:00 AM
Topic: "Plan Your Exit from Business Ownership"
Presenters: Nick Robbins, Gunster, Josh Jordan, Wachovia Wealth, Paul Baldovin, Wachovia Wealth & Chris Curtin, Bankers Advocate

Sponsors: BB&T Bank & GSS
Location: BB&T, Downtown St Petersburg
Date: September 25, 2008 4:30-6:00 PM
Topic: "The inevitable Sale: Insider or Third Party?"
Chris Curtin, Bankers Advocate will be one of the Panelists

Sponsor: The Law firm of Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
Location: Lowndes, Drosdick, Doster, Kantor & Reed, P.A., Orlando
Date: December 4, 2008 8:30-12:00 AM
Topic: "Planning Your Exit from Business Ownership"
Presenters: Frank Mock, Lowndes, Drosdick & Chris Curtin, Bankers Advocate

Sponsors: BB&T Bank and Richard S. Hall CPA PA
Location: Fort Myers
Date: June 19, 2008
Topic: "Planning Your Exit from Business Ownership"
Presenter: Chris Curtin, Bankers Advocate

Sponsor: The Law firm of Ruden McClosky
Location: Fort Lauderdale
Date: June 20, 2008
Topic: "Planning Your Exit from Business Ownership"
Presenters: Diane Geller, Ruden & Chris Curtin, Bankers Advocate

TEC (The Executive Committee)-Tampa Chapter December 2006