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X-WR-CALNAME:EO Tampabay - Accelerate Your Success
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X-WR-CALDESC:Events for EO Tampabay - Accelerate Your Success
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DTSTART;TZID=America/New_York:20260514T090000
DTEND;TZID=America/New_York:20260514T160000
DTSTAMP:20260514T102139
CREATED:20260218T071144Z
LAST-MODIFIED:20260429T141218Z
UID:5517-1778749200-1778774400@eotampabay.com
SUMMARY:Accelerator Execution Day
DESCRIPTION:Growth companies’ most difficult decisions involve getting the right people in the right seats. Learn how to become a magnet for A-players who are dedicated to results.
URL:https://eotampabay.com/event/accelerator-execution-day/
LOCATION:Embarc Collective\, 802 E Whiting St\, Tampa\, FL\, 33602\, United States
CATEGORIES:Accelerator
ATTACH;FMTTYPE=image/png:https://eotampabay.com/wp-content/uploads/2026/02/41c76dad-8a6c-f011-9761-0050569ee39e-e1777471932712.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260514T150000
DTEND;TZID=America/New_York:20260514T170000
DTSTAMP:20260514T102139
CREATED:20260429T140915Z
LAST-MODIFIED:20260429T141420Z
UID:5544-1778770800-1778778000@eotampabay.com
SUMMARY:Strategic Tax Strategy and Equity Compensation
DESCRIPTION:Exit Planning Institute Sarasota event \nBeyond the Balance Sheet: Advanced Planning for Business Owner Clients \nSenior Wealth Planner Shelby Anderson of Clark Capital Management Group will share ways to help business owner clients navigate succession planning with comprehensive advanced planning capabilities. \nLearning Objectives:\n1. Trust\, estate\, and philanthropic planning\n2. Strategic tax management\n3. Business succession and asset protection planning\n4. Equity compensation and concentrated position planning \nLearning Objectives:\n1. Trust\, estate\, and philanthropic planning\n2. Strategic tax management\n3. Business succession and asset protection planning\n4. Equity compensation and concentrated position planning \nAbout Shelby:\nShelby Anderson\, J.D.\, CEPA®\, is a Senior Wealth Planner at Clark Capital Management Group. In this role\, Shelby works closely with clients’ legal and tax advisors to provide client-facing expertise across a wide range of wealth planning strategies. She specializes in estate and tax planning strategies\, charitable planning\, executive and equity compensation planning\, business succession planning\, pre- and post-transactional planning\, concentrated position management\, and other personal planning strategies. \nPrior to joining Clark Capital Management Group\, Shelby was an Executive Director on J.P. Morgan Wealth Management’s Wealth Planning and Advice Team\, where she oversaw the delivery of a holistic wealth management experience to advisors and their clients. Shelby joined J.P. Morgan in 2019 as a Vice President and Assistant General Counsel before transitioning to the Wealth Planning and Advice Team. Prior to joining J.P. Morgan\, Shelby was an attorney for Ice Miller LLP\, where she advised individuals on sophisticated estate planning\, succession planning\, charitable planning\, and wealth transfer planning strategies. \nShelby received her B.S. in Finance from The Ohio State University and her J.D. from Indiana University. She is a member of the State Bar of Illinois\, Indiana\, and Ohio.
URL:https://eotampabay.com/event/strategic-tax-strategy-and-equity-compensation/
LOCATION:The Grove\, 10670 Boardwalk Loop\, Lakewood Ranch\, Florida\, 34202\, United States
CATEGORIES:Learning
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260514T190000
DTEND;TZID=America/New_York:20260514T210000
DTSTAMP:20260514T102139
CREATED:20260429T141627Z
LAST-MODIFIED:20260429T141627Z
UID:5551-1778785200-1778792400@eotampabay.com
SUMMARY:Strategic Tax Strategy & Equity Compensation | Post-Event Dinner
DESCRIPTION:Please join us for dinner at Ocean Prime. This will be a great opportunity to connect and continue the conversation following the Strategic Tax Strategy and Equity Compensation event. We look forward to gathering together for an engaging evening of discussion and networking.
URL:https://eotampabay.com/event/strategic-tax-strategy-equity-compensation-post-event-dinner/
LOCATION:Ocean Prime\, 501 Quay Commons\, Sarasota\, Florida\, 34236\, United States
CATEGORIES:Learning
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260515T083000
DTEND;TZID=America/New_York:20260515T160000
DTSTAMP:20260514T102139
CREATED:20260226T195858Z
LAST-MODIFIED:20260429T141156Z
UID:5527-1778833800-1778860800@eotampabay.com
SUMMARY:EO Tampa Bay Chapter Retreat
DESCRIPTION:Get ready for a day of connection\, conversation\, and recharge with EO Tampa Bay at our Chapter Retreat in beautiful Sarasota. \nAfter a high-impact day of learning and connection\, we’ll shift into evening mode with cocktails\, dinner\, and time to unwind together in true EO style. Whether you’re catching up with longtime members or making new connections\, this retreat is all about strengthening relationships and having fun while doing it. \nHosted at the Ritz-Carlton\, Sarasota\, you’re invited to turn this into a mini getaway. Stay through the weekend\, enjoy access to the Beach Club\, soak up the sun\, and make the most of time with your EO community both in session and off the clock. \nWhat to expect: \n\nA high-energy Forum MashUp experience\nInteractive\, chapter-wide conversations\nCocktails\, dinner\, and social time\nOptional beachside extension at the Ritz-Carlton Beach Club\n\nCome for the retreat. Stay for the connection. Leave refreshed\, inspired\, and more plugged into EO Tampa Bay than ever.
URL:https://eotampabay.com/event/eo-tampa-bay-chapter-retreat-2026/
LOCATION:The Sarasota Ritz Carlton\, 1111 Ritz-Carlton Drive\, Sarasota\, 34236\, United States
CATEGORIES:Chapter Retreat
ATTACH;FMTTYPE=image/png:https://eotampabay.com/wp-content/uploads/2026/02/EO-Tampa-Bay-Chapter-Retreat-e1777471911810.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260604T120000
DTEND;TZID=America/New_York:20260604T143000
DTSTAMP:20260514T102139
CREATED:20260513T184408Z
LAST-MODIFIED:20260513T184408Z
UID:5564-1780574400-1780583400@eotampabay.com
SUMMARY:AI Workshop: Moving Beyond Chatbots to AI Agents
DESCRIPTION:Join us for a practical\, applied AI workshop focused on how businesses can move beyond basic AI chat and start using AI agents to automate real work. \n\nThis 1.5 hour session will explain what AI agents are\, how they work\, and where they can create immediate value across marketing\, customer support\, internal workflows\, and business operations. The workshop will focus on actionable examples\, live demonstrations\, and use cases that can actually be implemented inside your business.\n\nAttendees will learn how agents can help with campaign planning\, lead follow-up\, customer support\, task automation\, research\, reporting\, and workflow execution. We will also cover how to think about tools\, data\, handoffs\, and practical implementation so teams can begin designing agents that support real business outcomes.\n\nThe session will include plenty of time for Q&A\, examples\, and discussion around how to apply agents to your specific business needs.
URL:https://eotampabay.com/event/ai-workshop-moving-beyond-chatbots-to-ai-agents/
LOCATION:Embarc Collective\, 802 E Whiting St\, Tampa\, FL\, 33602\, United States
CATEGORIES:Learning
ATTACH;FMTTYPE=image/png:https://eotampabay.com/wp-content/uploads/2026/05/June-4-2026-AI-Workshop-Moving-Beyond-Chatbots-to-AI-Agents.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260604T173000
DTEND;TZID=America/New_York:20260604T193000
DTSTAMP:20260514T102139
CREATED:20260508T173505Z
LAST-MODIFIED:20260508T173505Z
UID:5560-1780594200-1780601400@eotampabay.com
SUMMARY:EO Accelerator Networking Event
DESCRIPTION:Tampa entrepreneurs—are you ready to connect with like-minded business owners who are actively growing\, scaling\, and leading in their industries? \nJoin us for an Entrepreneurs’ Organization Meet & Greet\, an exclusive gathering designed to bring together driven entrepreneurs from across the Tampa area. This event is an opportunity to build meaningful relationships\, exchange ideas\, and engage with a community of successful business leaders who are committed to growth both personally and professionally. \nWhether you’re looking to expand your network\, gain new perspectives\, or explore opportunities for collaboration\, this meet and greet provides the ideal environment to connect with others who understand the entrepreneurial journey.\nWe look forward to welcoming you into a room where ambition meets opportunity.
URL:https://eotampabay.com/event/eo-accelerator-networking-event/
LOCATION:Embarc Collective\, 802 E Whiting St\, Tampa\, FL\, 33602\, United States
CATEGORIES:Accelerator
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