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AM&AA vs CFO Leadership Council

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Terverifikasi September 2026
Asosiasi profesional

AM&AA

Middle-market M&A advisers: investment bankers, CPAs, attorneys, valuation specialists, corporate financial investors and business advisers

Terverifikasi September 2026
Asosiasi profesional

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

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AM&AACFO Leadership Council
Profil
Jenis Professional association Professional association
Didirikan 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.)
Kantor pusat 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
Anggota 1,100as of September 2026 3,000as of September 2026
Cabang 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
Anggota tipikal 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
Usia maksimum saat bergabung 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 · sumber ↗ No published maximum age at joining
Peran atau jabatan 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 · sumber ↗
Pembatasan geografis No published geographic restriction United States and Canada, or the virtual chapter from anywhereverified September 2026 · sumber ↗
Pembatasan industri Individual membership is for M&A and supporting trade professionals who practise independentlyverified September 2026 · sumber ↗ 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.
Biaya
Iuran Tahunan $545 a yearIndividual membershipverified September 2026 · sumber ↗ $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 · sumber ↗
Biaya inisiasi Not publicly disclosed No joining fee is published or mentioned.verified September 2026
Biaya program $5,200 one-timeCertified Merger & Acquisition Advisor (CM&AA) programme fee, which includes first-year membership and materialsverified September 2026 · sumber ↗ One published rate of $495 a year. Conference registrations are additional.
Biaya Acara 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 · sumber ↗
Membership term Annual Annual, with a full refund offered if no benefit is felt in the first month
Struktur
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
Forum sejawat rahasia No Partial
Cabang-cabang lokal Yes Yes
Keanggotaan virtual Yes Yes
Komunitas daring Partial Yes
Direktori anggota Yes Yes
Acara Yes Yes
Pemrograman
Program pendidikan Yes Yes
Pengembangan kepemimpinan Partial Yes
Retret No No
Perjalanan No No
Program keluarga No No
Program untuk pasangan No No
Program generasi berikutnya Yes No
Diskusi investasi Yes No
Peluang investasi Yes No
Komponen filantropi No No
Penekanan pada jaringan High High
Penekanan sosial Medium Medium
Setiap nilai berasal dari catatan yang sama dengan halaman individual; tanda hubung berarti fakta tersebut tidak diterbitkan atau tidak dapat diverifikasi. Baris dikelompokkan berdasarkan apa yang dipertimbangkan pembaca, bukan berdasarkan jenis data.

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