2018 Merger Integration Conference - San Francisco

Integration Excellence: Best Practices to Leverage, Pitfalls to Avoid
JUNE 07 - 08, 2018 | JW MARRIOTT SAN FRANCISCO | SAN FRANCISCO, CA

MAY 17 - 18, 2018 | WESTIN NEW YORK AT TIMES SQUARE | NEW YORK, NY


June 07 - 08, 2018

Challenges You May be Facing

Have you been following the major upswing in corporate M&A activity in recent years? While M&A was once a growth-only strategy, it is now widely considered a strategy for survival. In order to stay current, competitive, and shore up future potential, companies are looing to expand into new ventures and markets. Is your company in the flow or far behind?


About The Conference

This conference has earned the reputation as a best-in-class learning and development opportunity for executives wanting to gain first-hand knowledge on M&A integration. Our speaker lineup features some of the most experienced serial acquirers who have refined their best practices over time to deliver the value that shareholders expect. 

Recommended for teams, this event will give you and your colleagues the overarching strategic advice needed to justify the endeavor, as well as the practical and tactical knowledge you will need to succeed on a day-to-day basis. 


Brand New! Gallery Walk: Digitally Enabled 
Integrations 

Take advantage of this opportunity to check out a variety of M&A digital solutions:

  • Participants will have the opportunity to explore different digital integration tools to help accelerate and drive greater efficiencies with integration planning
  • Tool types will range from program management and synergy tracking to organizational design and commercial optimization 


The Benefits to You

By attending this conference, you will

  • Learn how to develop an integration perspective earlier in the process.
  • Examine ways to design and drive performance based on value drivers vs. job function.
  • Find out how to protect the top line with a focus on sales and marketing.
  • Hear best practices for talent management: leadership, retention, training, etc.
  • Explore alternatives to M&A, including joint ventures, partnerships, and strategic alliances.
  • Understand how to use metrics to drive value and reinforce accountability.
  • Discover how diagnostic tools and interventions can ease cultural alignment.
  • Network, benchmark, and collaborate with your TCB peers. 


Who Should Attend

This conference is designed exclusively for Vice Presidents, Heads, and Directors of: 

  • M&A
  • Corporate Development
  • Joint Ventures
  • Strategic Alliances
  • Integration Strategy
  • Business Development
  • Human Resources 

Earn Credits

CPE logo

Earn up to 11.5 CPE credits
Personnel/Human Resources
Requirements: Attendees must sign-in each day for full credit. Delivery Method: Group-Live; Program Level: Intermediate, Prerequisites: Bachelor’s degree or higher, Advanced Preparation: None

SHRM

This program has been pre-approved for 9.5 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.

HRCI

This program has been approved for 9.5 (BUSINESS) recertification credit hours toward aPHR, PHR, SPHR, PHRca, GPHR, PHRi, and SPHRi recertification through the HR Certification Institute (HRCI). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.


Many companies are sending their entire team to take advantage of this unique training and development opportunity!
 

  • For a team of three or more registering from the same company at the same time, take $300 off each person’s registration. 
  • For a team of eight or more registering from the same company at the same time, enjoy a $1,750 registration fee per person. 

One discount per registration. Multiple discounts may not be combined. 


Three Things to Do Now 

1. Download the Agenda

Click here to see the latest update on sessions and speakers

2. Register Now

Register early and save $400. Offer ends February 24, 2018 for New York City and March 17, 2018 for San Francisco.

3. Get Involved!
If you would like to get involved in this year’s conferences, please contact us.

LOCATION

JW Marriott San Francisco
515 Mason Street
San Francisco, CA 94102
Tel: 415.771.8600

Please note: Fees below do not include hotel accommodations.

IN COLLABORATION WITH
McKinsey - Merger Integration 2018 - Lead Sponsor
AGENDA
JUNE 07 - 08, 2018
JW MARRIOTT SAN FRANCISCO,SAN FRANCISCO, CA
June 07 - 08, 2018

Challenges You May be Facing

Have you been following the major upswing in corporate M&A activity in recent years? While M&A was once a growth-only strategy, it is now widely considered a strategy for survival. In order to stay current, competitive, and shore up future potential, companies are looing to expand into new ventures and markets. Is your company in the flow or far behind?


About The Conference

This conference has earned the reputation as a best-in-class learning and development opportunity for executives wanting to gain first-hand knowledge on M&A integration. Our speaker lineup features some of the most experienced serial acquirers who have refined their best practices over time to deliver the value that shareholders expect. 

Recommended for teams, this event will give you and your colleagues the overarching strategic advice needed to justify the endeavor, as well as the practical and tactical knowledge you will need to succeed on a day-to-day basis. 


Brand New! Gallery Walk: Digitally Enabled 
Integrations 

Take advantage of this opportunity to check out a variety of M&A digital solutions:

  • Participants will have the opportunity to explore different digital integration tools to help accelerate and drive greater efficiencies with integration planning
  • Tool types will range from program management and synergy tracking to organizational design and commercial optimization 


The Benefits to You

By attending this conference, you will

  • Learn how to develop an integration perspective earlier in the process.
  • Examine ways to design and drive performance based on value drivers vs. job function.
  • Find out how to protect the top line with a focus on sales and marketing.
  • Hear best practices for talent management: leadership, retention, training, etc.
  • Explore alternatives to M&A, including joint ventures, partnerships, and strategic alliances.
  • Understand how to use metrics to drive value and reinforce accountability.
  • Discover how diagnostic tools and interventions can ease cultural alignment.
  • Network, benchmark, and collaborate with your TCB peers. 


Who Should Attend

This conference is designed exclusively for Vice Presidents, Heads, and Directors of: 

  • M&A
  • Corporate Development
  • Joint Ventures
  • Strategic Alliances
  • Integration Strategy
  • Business Development
  • Human Resources 

Earn Credits

CPE logo

Earn up to 11.5 CPE credits
Personnel/Human Resources
Requirements: Attendees must sign-in each day for full credit. Delivery Method: Group-Live; Program Level: Intermediate, Prerequisites: Bachelor’s degree or higher, Advanced Preparation: None

SHRM

This program has been pre-approved for 9.5 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.

HRCI

This program has been approved for 9.5 (BUSINESS) recertification credit hours toward aPHR, PHR, SPHR, PHRca, GPHR, PHRi, and SPHRi recertification through the HR Certification Institute (HRCI). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.


Many companies are sending their entire team to take advantage of this unique training and development opportunity!
 

  • For a team of three or more registering from the same company at the same time, take $300 off each person’s registration. 
  • For a team of eight or more registering from the same company at the same time, enjoy a $1,750 registration fee per person. 

One discount per registration. Multiple discounts may not be combined. 


Three Things to Do Now 

1. Download the Agenda

Click here to see the latest update on sessions and speakers

2. Register Now

Register early and save $400. Offer ends February 24, 2018 for New York City and March 17, 2018 for San Francisco.

3. Get Involved!
If you would like to get involved in this year’s conferences, please contact us.

Bob Albo, Director, Cisco Systems

Joe Castelluccio, Partner, Mayer Brown LLP

Oliver Engert, Senior Partner, McKinsey & Company

Carrie Frey, COO, Ranedis Pharmaceuticals, LLC, and former SVP, Corporate Planning & Project Management, Shire Pharmaceuticals

Beverly Goulet, Former EVP and CIO, American Airlines

Mark Heimbouch, COO, Vantiv

Steve Kaufman, Senior Lecturer, Harvard Business School, Former Chairman & Chief Executive Officer, Arrow Electronics

Fletcher Keister, SVP, Finance and Global Commercial Integration Lead, CenturyLink, Inc.

Klint Kendrick, PhD, SPHR, Director, M&A HR, Oracle

Kameron Kordestani, Partner, McKinsey & Company

Bill Kozy, Former EVP and COO, Becton Dickinson

Chris Kreidler, Member Board of Directors, P.F. Chang's China Bistro, Aimia Inc., Former CFO, Sysco Foods

Margaret Loeb, Senior Advisor, McKinsey & Company

Gary Mandel, EVP Operations, Jacobs Engineering

Ryan Miller, VP of Strategy, LivaNova

Moni Miyashita, Partner, Innosight Consulting, Former VP, M&A Corporate Development, IBM

Justin Smith, Director, Corporate Development - Integration, Google

Other scheduled dates and locations for 2018 Merger Integration Conference - San Francisco:

May 17 - 18, 2018 – Westin New York at Times Square, New York, NY

Pre-Conference Workshop:

2018 HR M&A Lab - San Francisco


June 6, 2018

Wednesday, June 7, 2018
JW Marriott San Francisco
San Francisco: 9 am – 5 pm

About the Seminar

At this one-day interactive seminar, seasoned serial acquirers who have a long track record of M&A success will deliver practical ideas on how to build your HR M&A capability and preparedness.

Be ready to:

  • Build your HR integration capability and processes to respond to a variety of deal types
  • Conduct HR M&A due diligence: Get in front of the crucial people issues that drive M&A success
  • Balance the key talent risks and opportunities that can make the difference between success and failure
  • Leverage diagnostic tools to assess and bridge culture gaps
  • Learn to conduct a thorough talent assessment to select the right people for the right roles
  • Engage and retain the critical talent who will help you capture the most value

Speakers to date include:

  • Lisa Welker-Finney, Vice President, HR, Boston Scientific Corporation
  • Todd Hicks, Head of HR Mergers & Acquisitions COE North America, BASF
  • Anne Holiday, HR M&A, DuPont
  • Klint Kendrick, PhD, SPHR, Director, M&A HR, Oracle
  • Beth Trakimas, Director, Human Resources, Autodesk, Inc.
  • Chuck Moritt, Senior Partner & North American, Multinational Client Group Business Leader, Mercer
  • Erin Bradner, Director, User Research, Autodesk (San Francisco)

AGENDA

Registration: 8:30 am – 9 am
Welcome and Introduction: 9 – 9:10 am
General Session A 9:10 – 10 am

Benchmark Your HR M&A Capability

  • What are the Crucial Competencies for HR M&A practitioners
  • How HR M&A organizations are structured
  • How do companies measure success in the people areas of M&A

Klint Kendrick, PhD, SPHR, Director, M&A HR, Oracle

General Session B: 10 – 11 am

Conduct HR M&A Due Diligence: Get in Front of the Crucial People Issues that Drive M&A Success

Networking Refreshment Break: 11 – 11:15 am
General Session C: 11:15 am – 12:15 pm

HR Leadership & Change: Supporting Acquired Leaders through a Deal Life Cycle

Luncheon: 12:15 – 1:30 pm
General Session D: 1:30 – 2:30 pm

Total Rewards Guarantee for Transferring Employees in M&A Transactions • Perspective to consider when developing the compensation comparability study and employment offer

  • Innovative solutions for addressing the short term and long term total compelling offer
  • Key aspects to consider when building the total rewards communication plan

Todd Hicks, Head of HR Mergers & Acquisitions COE North America, BASF

General Session E: 2:30 – 3:30 pm

Overcoming the HR Challenges of Globalization: Cross-border M&A

Networking Refreshment Break: 3:30 – 3:45 pm
General Session F: 3:45 – 4:45 pm

Leveraging Diagnostic Tools to Assess and Bridge Culture Gaps

How do you: a) to identify and address differences in organization cultures, and b) use it as an early warning indicator of risk of merger integration derailment.

or

Protect Your Investment: Retain and Engage Key Talent

Today’s global organizations are already operating with an increasingly dispersed workforce, ranging from branch employees to teams working remotely. And if you add the additional stress and uncertainty of a merger, how well you engage your employees can determine eventual success or failure. How do you affect change during major business transformations? If employee engagement is what drives dynamic business outcomes, at the heart of building these relationships, is good communication. Engaging and retaining talent requires open and collaborative dialogue.

General Session G: 4:15 – 5 pm

Divestitures: Key Issues from the Sell-Side

A great deal of time and energy is focused on thinking about transactions from the acquisition side. But can the seller do anything to create increased value/sale price in a divestiture? In this session we will identify the key issues involved when selling or divesting a business to include defining the separation strategy, key workforce issues, and sell-side support.

Chuck Moritt, Senior Partner & North American, Multinational Client Group Business Leader, Mercer

Adjournment: 5:15 pm

In collaboration with
McKinsey - Merger Integration 2018 - Lead Sponsor