BAMA's Best

Ask an expert

The BAMA “Ask an Expert” program provides your organization with the opportunity to have a pro bono conversation with an experienced professional for up to an hour.

THE PROCESS

Email the BAMA Business Partner you wish to set up a meeting with.

PROGRAM GUIDELINES

· Ask an Expert consulting sessions are up to 60 minutes.

· Sessions are via Zoom call or by phone.

· Be flexible in your scheduling.

THESE CALLS CAN

· Address questions or issues you have about the management of your nonprofit

· Provide advice to help you better understand the scope of your project

· Offer an opportunity to clarify and prioritize specific organizational issues

· Refer you to resources and help you assess what you need to do to get the work done

Disclaimer: The list of companies provided in BAMA’s Best program is for informational purposes only and does not constitute an endorsement, recommendation, or favoring by BAMA. BAMA makes no guarantees as to the quality, reliability, or performance of any listed company. Members should conduct their own research and due diligence before engaging with any of these companies.

ACCOUNTING

Cristine Torrefranca, Senior Manager

Saltmarsh Cleaveland & Gund

201 N. Franklin St. Suite 1625

Tampa, FL 33602

813-287-1111

cristine.torrefranca@saltmarshcpa.com

Services Offered: Accounting, Tax, Consulting, M&A

Website

Krista Garner, Audit Manager

PDR CPAs + Advisors

4023 Tampa Rd

Oldsmar, FL 34677

813.498.1294

kgarner@pdr-cpa.com

Services Offered: Audit, Review, Compliation, Tax, Accounting

Website

AUTOMATION SERVICES

John Shaw, Field Applications Engineer

Bastian Solutions, LLC

3710 Corporex Park Dr. Suite 215

Tampa, Florida 33619

941-993-6078

jshaw@bastiansolutions.com

Services Offered: Automation Services

Website

BACKGROUND SCREENING

Kay McKenzie, CEO

Check Before Hire LLC

12126 Seminole Blvd.

Largo, FL 33778

727-748-4939

7277484939

kmckenzie@checkbeforehire.com

Service Offered: Pre-Employment Background Screening

Website

Kay McKenzie, CEO

Check Before Hire LLC

12126 Seminole Blvd.

Largo, FL 33778

727-748-4939

7277484939

kmckenzie@checkbeforehire.com

Service Offered: Pre-Employment Background Screening

Website

CONSULTANT

Ford Kyes, Founding Partner

ActionCOACH Tampa Bay

8950 Dr. MLK Street N, Suite 109

Saint Petersburg, FL 33702

727-580-1693

ford@actioncoachtampabay.com

Service Offered: Business and executive coaching and training

Website

ENGINEERING SERVICES

Andrew McCutchen, President

Baymar Solutions LLC

1515 Gunn Hwy

Odessa, FL 33556

813-364-2955

amccutchen@baymarsolutions.com

Service Offered: Product Development and Contract Manufacturing

Website

ERP SYSTEMS

Paula DeLuca, Director Project Management/Marketing Development Manager

Innovative Consulting Group

217 Mystic Falls Dr.

Apollo Beach, FL 33572

336-404-9793

paulad@icgtechnology.com

Services Offered: One-Stop-ERP Shop: • Sell - Host ERP • Implement • Optimize • Upgrade • Train • Develop / Customize • Provide professional consulting services for: - Acumatica ERP - Infor Fourth Shift ERP - Infor Visual ERP

Website

FINANCE

Jingyi Blank, Banker

Hancock Whitney Bank

2202 N Westshore Blvd, Suite 150

Tampa, FL 33607

813-868-7867

jingyi.blank@hancockwhitney.com

Services Offered: We have a long-standing distinctive competency serving the financial needs of manufacturers. Our approach is consultative and needs based, and we understand that each client situation is different and tailor unique proposals for each circumstance. Our solution set is broad and deep and includes the following:

Loans of all types, including owner-occupied real estate, working capital lines of credit, term loans for equipment finance, acquisition financing, other expansion financing, and partner buyouts.
Specialty lending groups work directly with our local relationship managers to serve clients in areas such as:

SBA Financing – 7a and 504
Equipment Finance
Asset Based Lending
International Trade Finance
Loan Syndications

Best in class Treasury/Cash Management solutions to optimize working capital by speeding up collections, slowing down disbursements, and providing real time data reporting and advanced fraud prevention.
Purchasing cards
Risk management tools such as interest rate swaps and foreign currency products.
Institutional trust
Employee Benefit Plans/401K
Business Succession/Transition/Exit Planning Services
Personal Estate Planning and Investment Management

Website

INDUSTRIAL SUPPLY

John Diaz, VP Strategic Accounts

Stellar Industrial Supply

7020 Anderson Road

Tampa, FL 33634

8137812330

jdiaz@stellarindustrial.com

Service Offered: Supply Chain Management, Vending solutions of MRO

Website

INFORMATION TECHNOLOGY

Suzanne Chambers, Account Manager

Roebuck Technologies

1103 W Swann Avenue

Tampa, FL 33606

813-310-2970

schambers@roebucktech.com

Service Offered: IT Services

Website

INSURANCE

DRU C. WILSON, CRM, AAI

Partner | National Manufacturing & Distribution Vertical Leader

USI Insurance Services

2502 North Rocky Point Drive, Suite 400

Tampa, FL 33607

813.321.7542

dru.wilson@usi.com

Services Offered: Property and Casualty Practice Leader and USI Insurance Services

Website

LEGAL SERVICES

Erin Jackson, Shareholder

Johnson Jackson, PLLC

100 North Tampa Street, Suite 1800

Tampa, FL 33602

813-580-8400

ejackson@johnsonjackson.com

Service Offered: Management side labor and employment law. Florida Supreme Court Circuit Civil Mediator.

Website

SOFTWARE DEVELOPMENT

Kristen Pittman, Project Manager

CyLutions

5825 Sun City Center

Ruskin, FL 33571

813-713-8200

kristen@cylutions.com

Service Offered: Custom Software, Database Administration, SharePoint and Dynamics D365

Website

Attention Experts: BAMA is always looking to add new experts to our roster not only to answer the hard questions but to do webinars and workshops, provide content for the BAMA newsletter and provide advice and guidance to our members. Please contact us if you are interested in joining the program. admin@bama-fl.org, subject, “BAMA’s Best”.

Bay Area Manufacturers Association

1936 Bruce B. Downs Blvd., Suite 428

Wesley Chapel, FL 33543

727-536-5809

admin@bama-fl.org