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已验证 September 2026
专业行业协会
已验证 September 2026 AM&AA
Middle-market M&A advisers: investment bankers, CPAs, attorneys, valuation specialists, corporate financial investors and business advisers
专业行业协会
CFO Leadership Council
Senior finance executives - CFOs, VPs and directors of finance, controllers and chief accounting officers - at companies across the United States and Canada
记录所示内容
- Maximum age at joining: AM&AA: Young Professional membership is limited to those aged 35 and under in the early stages of an M&A career; CFO Leadership Council: No published maximum age at joining.
- Role or title: AM&AA: No published role or title; CFO Leadership Council: CFO, VP of Finance, Director of Finance, Controller or a comparable senior financial leadership role.
- Geographic restriction: AM&AA: No published geographic restriction; CFO Leadership Council: United States and Canada, or the virtual chapter from anywhere.
- Industry restriction: AM&AA: Individual membership is for M&A and supporting trade professionals who practise independently; CFO Leadership Council: No published industry restriction.
- Annual dues: AM&AA: $545 a year; CFO Leadership Council: $495 a year.
并排对比
| AM&AA | CFO Leadership Council | |
|---|---|---|
| 档案 | ||
| 类型 | Professional association | Professional association |
| 成立于 | 1998 (Established in 1998 to bring together CPAs, attorneys and corporate financial advisers working in middle-market M&A) | 2006 ("Back in 2006, it all began on the world-renowned MIT campus in Cambridge, MA as an informal gathering of finance executives" per the organisation's About page. Jack McCullough, an MIT Sloan graduate, is president and founder.) |
| 总部 | Dallas, United States | Boston, United States |
| Geographic footprint | Chapters are all in the United States plus a virtual chapter; the membership network spans 25 countries | United States and Canada: 35 metropolitan chapters plus a virtual chapter |
| 成员 | 1,100as of September 2026 | 3,000as of September 2026 |
| 分会 | 24 | 36 |
| Primary audience | Middle-market M&A advisers: investment bankers, CPAs, attorneys, valuation specialists, corporate financial investors and business advisers | Senior finance executives - CFOs, VPs and directors of finance, controllers and chief accounting officers - at companies across the United States and Canada |
| 典型会员 | Members are M&A and supporting trade professionals: accountants, lawyers, investment bankers, valuation and due diligence specialists, and corporate financial investors working in the middle market. Individual membership is aimed at those who practise independently; corporate membership covers teams of five or more from one firm. | Members are CFOs, senior vice presidents and vice presidents of finance, directors of FP&A, controllers, chief accounting officers, directors of finance and comparable senior finance leaders. There is no published company-size threshold; the organisation vets for seniority rather than employer scale. |
| Qualification | ||
| 加入时最高年龄 | Young Professional membership is limited to those aged 35 and under in the early stages of an M&A careerIdentification and proof of age are required during the application processverified September 2026 · 来源 ↗ | No published maximum age at joining |
| 职务或职称 | No published role or title | CFO, VP of Finance, Director of Finance, Controller or a comparable senior financial leadership roleThe Council also lists SVPs, directors of FP&A and chief accounting officers as qualifying titles.verified September 2026 · 来源 ↗ |
| 地域限制 | No published geographic restriction | United States and Canada, or the virtual chapter from anywhereverified September 2026 · 来源 ↗ |
| 行业限制 | Individual membership is for M&A and supporting trade professionals who practise independentlyverified September 2026 · 来源 ↗ | No published industry restriction |
| Invitation required | No | No |
| Sponsor required | No | No |
| Application process | Applicants complete an application through AM&AA's membership portal at amaa.wildapricot.org, or contact the association directly. Young Professional applicants must supply identification and proof of age. Corporate memberships are arranged by email with custom pricing. There is no published interview, sponsorship or committee review, but all members must accept the ethics and standards rules and the no-solicitation condition. | Prospective members join online through the website and select a chapter. Eligibility is assessed on title; candidates unsure whether they qualify are invited to email the organisation. There is no sponsor, nomination or committee stage. |
| Selectivity | Not publicly disclosed: AM&AA publishes membership categories and conditions but no acceptance data | No acceptance rate is published. The Council says it is "the only senior finance leadership community that strictly controls entry, ensuring seniority and value", but publishes no data on rejections. |
| 费用 | ||
| 年度会费 | $545 a yearIndividual membershipverified September 2026 · 来源 ↗ | $495 a yearSingle published tier: $495 per year, covering local chapter events, national virtual events, CFO Connect and conference discounts. The Council offers a full refund if a member sees no benefit in the first month.verified September 2026 · 来源 ↗ |
| 入会费 | Not publicly disclosed | No joining fee is published or mentioned.verified September 2026 |
| 项目费用 | $5,200 one-timeCertified Merger & Acquisition Advisor (CM&AA) programme fee, which includes first-year membership and materialsverified September 2026 · 来源 ↗ | One published rate of $495 a year. Conference registrations are additional. |
| 活动费用 | Not publicly disclosed | National conferences carry separate registration fees; members receive discounts. Amounts vary by event and are not published as a standing figure.verified September 2026 · 来源 ↗ |
| Membership term | Annual | Annual, with a full refund offered if no benefit is felt in the first month |
| 结构 | ||
| Meeting frequency | Monthly chapter events plus two annual conferences (Summer and Winter), and CM&AA certification courses run in person and virtually | Monthly local chapter programmes, national webinars through the year, and two national conferences |
| Peer forums | No confidential peer forums; members organise through chapters, including a virtual chapter, and deal-sourcing tools | No standing facilitated forum. Members use CFO Connect, a confidential online forum, and can join mastermind groups organised by industry or interest |
| Confidentiality | Members agree not to solicit fellow members without written board permission; no broader confidentiality policy was found | CFO Connect is described as a confidential online forum and the organisation publishes a member code of conduct; chapter meetings are described as a comfortable, confidential setting |
| Time commitment | Not documented | Not documented |
| Organized as | Chapter-based, Event-focused, Virtual | Chapter-based, Event-focused, Virtual |
| 保密式同伴论坛 | No | Partial |
| 本地分会 | Yes | Yes |
| 虚拟会员资格 | Yes | Yes |
| 在线社区 | Partial | Yes |
| 会员名录 | Yes | Yes |
| 活动 | Yes | Yes |
| 编程 | ||
| 教育培训项目 | Yes | Yes |
| 领导力发展 | Partial | Yes |
| 静修活动 | No | No |
| 出行 | No | No |
| 家庭活动项目 | No | No |
| 配偶与伴侣项目 | No | No |
| 新生代专项项目 | Yes | No |
| 投资议题讨论 | Yes | No |
| 投资机会 | Yes | No |
| 慈善公益部分 | No | No |
| 社交网络侧重点 | High | High |
| 社交导向 | Medium | Medium |
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来源
来源于各页面所列的参考资料: AM&AA · CFO Leadership Council