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HR M&A Conference

People: The X Factor in Deal Value Capture and Creation
NOVEMBER 19 - 20, 2019 | WESTIN NEW YORK AT TIMES SQUARE | NEW YORK, NY

November 19 - 20, 2019

 

The Year’s Most Important HR M&A Conference

Current headlines show that a strong focus on people is paramount to the success of most deals. The challenge of managing the talent needed for the future of work is at the top of the CEO’s agenda.

Join us for the 2019 M&A Conference where leading organizations will share their practical strategies and solutions to address key people risks in M&A transactions that will ultimately drive the most value from the transaction.

Sessions will include
Corporate Development Panel on how HR Can Inform Strategy Throughout an M&A; What the C-Suite Needs to Know About Culture; The Art & Science of Retaining Talent in M&A; the Truth about Divestitures; and an M&A Playbook as a catalyst for HR Readiness and Deal Success.

The Benefits to You

  • NETWORKING: Exchange best practices, collaborate, and benchmark with peers and M&A experts.
  • REAL WORLD EXPERIENCE: Share experiences – with people doing some of the most successful deals today.
  • VALUABLE INSIGHTS: Gain vital insights on human capital issues that will make or break your deal.
  • INTEGRATION CAPABILITIES: Learn how to build HR integration capabilities/processes that respond to a variety of deals.
  • DUE DILIGENCE: Discover how to best conduct HR due diligence by getting in front of the critical people issues.
  • ASSESS AND RETAIN KEY TALENT: Find out how to conduct talent assessments that put the right people in the right roles and retain that talent that can help you add the most value to the deal
  • DIAGNOSTIC TOOLS: Equip yourself with the latest tools to eliminate people risks that can sink any deal.

 

Who Should Attend 

This seminar is design for executives who are involved in the following business areas:

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

Earn Recertification 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

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.

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.

1. Save the Date 

Block off your calendar for the following dates: 

  • November 19-20, 2019 at the Westin New York at Times Square. 

2. Get Involved! 

If you would like to get involved, please contact us.

 

LOCATION

Westin New York at Times Square
270 West 43rd St.
New York, NY 10036
Phone: (212) 201-2700

Hotel Reservations: To book a room at the hotel, click here.

Hotel Cut Off:October 28, 2019

OUR MISSION

All proceeds support The Conference Board's educational, scientific, and not-for-profit mission.

LEAD SPONSOR
Mercer - HR M&A Conference 2019 - Lead Sponsor
AGENDA
NOVEMBER 19 - 20, 2019
WESTIN NEW YORK AT TIMES SQUARE,NEW YORK, NY
November 19 - 20, 2019

 

The Year’s Most Important HR M&A Conference

Current headlines show that a strong focus on people is paramount to the success of most deals. The challenge of managing the talent needed for the future of work is at the top of the CEO’s agenda.

Join us for the 2019 M&A Conference where leading organizations will share their practical strategies and solutions to address key people risks in M&A transactions that will ultimately drive the most value from the transaction.

Sessions will include
Corporate Development Panel on how HR Can Inform Strategy Throughout an M&A; What the C-Suite Needs to Know About Culture; The Art & Science of Retaining Talent in M&A; the Truth about Divestitures; and an M&A Playbook as a catalyst for HR Readiness and Deal Success.

The Benefits to You

  • NETWORKING: Exchange best practices, collaborate, and benchmark with peers and M&A experts.
  • REAL WORLD EXPERIENCE: Share experiences – with people doing some of the most successful deals today.
  • VALUABLE INSIGHTS: Gain vital insights on human capital issues that will make or break your deal.
  • INTEGRATION CAPABILITIES: Learn how to build HR integration capabilities/processes that respond to a variety of deals.
  • DUE DILIGENCE: Discover how to best conduct HR due diligence by getting in front of the critical people issues.
  • ASSESS AND RETAIN KEY TALENT: Find out how to conduct talent assessments that put the right people in the right roles and retain that talent that can help you add the most value to the deal
  • DIAGNOSTIC TOOLS: Equip yourself with the latest tools to eliminate people risks that can sink any deal.

 

Who Should Attend 

This seminar is design for executives who are involved in the following business areas:

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

Earn Recertification 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

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.

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.

1. Save the Date 

Block off your calendar for the following dates: 

  • November 19-20, 2019 at the Westin New York at Times Square. 

2. Get Involved! 

If you would like to get involved, please contact us.

 

Tom Agler, VP HR, Univar Solutions

Alec Andronikov, Angel Investor, NDCapital

Barbara Beckmann, Mergers and Acquisitions, General Electric Company

Jeff Black, Partner, M&A Transaction Services, Mercer

Lisa Blackburn, VP, Global Human Resources Business Development, IBM Corporation

Chris Bruce, Co-Founder and Managing Director, Thomsons Online Benefits

Elizabeth Bryant, Partner, M&A Transaction Services, Mercer

Carlos Cesta, Head of M&A Americas, Dentsu Aegis Network

Dan Clay, Partner, Lippincott

Ben Collins, Director, Strategy and Product Marketing, IntraLinks

Kimberly Dickens, SVP & Chief People Officer, Univar Solutions

Keith Dunbar, Program Director & Distinguished Principal Research Fellow, The Conference Board

Thor Ernstsson, Founder, Alpha

Ann Glackin, Director , HR M&A, Jabil Circuit Inc.

Jillian Kaebel-Sisk, Global Mergers, Acquisitions and Divestitures HR Manager, Caterpillar Inc.

Avi Karnani, CEO, alice

Christian Keane, Global VP of Strategy & Corporate Development, Gartner, Inc.

Paul Kibbe, Principal, Mercer Inc.

Dan Klein, Vice President, HR M&A, HCL Technologies

JoAnne Kruse, Partner, Talent, TZP Group

Maureen Lowney, Senior Consultant, HR Deal Leader M&A, Cisco Systems

Barbara Marder, Partner, Mercer Inc.

Rohan Massey, Partner, Ropes & Gray LLP

Carly McCoy, Principal, Mercer M&A Transaction Services, Mercer Inc.

Edward McNicholas, Partner, Ropes & Gray LLP

Cara Richard, Senior HR Acquisitions Manager HR Operational Excellence, Ferguson Enterprises Inc

Andy Roberts, Director, HR M&A, Northwell Health

Pragya Sharma, Sr Director, HR Acquisitions and Divestitures, Johnson & Johnson

Melis Tanlay, Vice President Corporate Development & Strategy, Genpact

Jeff Wald, Co-Founder and President, WorkMarket

Day One Tuesday November 19, 2019

8:00 - 8:45 am
Registration and Breakfast
8:45 - 9:15 am
Registration and Breakfast
General Session A

Welcome and Introduction – People: The X Factor in Deal Value Capture and Creation

Current headlines show that companies recognize that a strong focus on people is paramount to the success of most deals.  With the boundless disruption all industries are facing and the ever-growing intersection of people, technology, businesses and society, the challenge of managing the talent needed for the future of work is at the top of the CEO’s agenda.

This conversation will reinforce that organizations that bring the same discipline and rigor to addressing people issues as they do to managing balance sheet risk and other key operational aspects of a deal ultimately realize the most value from the transaction.

Jeff Black, Partner, M&A Advisory Services, Mercer

9:15 - 9:45 am
General Session B

Meet the Customer of the Future Keynote

Anticipating the future is a challenging endeavor.  Artificial intelligence, automation, virtual reality, genomics, distributed ledger and other technologies are coming at us at an accelerated pace. With them have come fundamental questions upon which the future of businesses will rest. 

Lippincott’s research has unearthed six fundamental shifts shaping the customer of the future. This session will share the latest research, learnings and insights into how to anticipate changing customer needs and how to ensure strategy stays a step ahead of the wants, demands, anxieties, and ambitions of the customer of the future.

Dan Clay, Partner, Lippincott

9:45 - 10:45 am
General Session C

An Agile M&A Playbook: A Catalyst for HR Readiness and Deal Success

Deals are moving at an accelerated pace and with heightened people-related risk, which requires HR M&A teams to rapidly adapt their approaches to the unique requirements of each deal — from retirement and pension plans to decisions related to corporate culture and retention of critical talent. 

In this session, panelists will lead a discussion on maintaining an agile M&A playbook in order to support their organizations more effectively in transactions and maximize value throughout the deal life cycle.

Moderator:

Paul Kibbe, Principal, Mercer

Panelists:

Cara Richard, Senior HR Acquisitions Manager HR Operational Excellence, Ferguson

Dan Klein, VP HR M&A, HCL Technologies

10:45 - 11:15 am
Networking Refreshment Break
11:15 am - 12:00 pm
General Session D

Due Diligence: Uncovering the HR Insights

Organizations must take an in-depth look at the areas that can make or break a deal — HR financial issues, talent, culture, and organization design and operations.

Comprehensive due diligence analysis enables teams to surface the critical issues quickly, helping them get clarity and certainty on pricing, prepare for negotiations, and lay solid groundwork for closing and integration.

This conversation will uncover best practices and lessons learned.

Lisa Blackburn, VP, Global Human Resources Business Development, IBM

11:15 - 1:00 pm
Lunch
1:00 - 1:45 pm
Concurrent Session E1

Transform Your Talent Assessment and Selection Approach to Prepare for the Future of Work

M&A is a people business and talent is the number one perceived risk in future transactions.   This discussion will outline a strategic, flexible and integrated framework for leadership and workforce assessment/selection in M&A transactions. 

Kim Dickens, SVP & Chief People Officer, Univar Solutions

Tom Agler, VP HR, Univar Solutions

Concurrent Session E2

New Employee Data Protection Requirements, Data Breaches and Due Diligence:  What You Need to Know

Due diligence is a critical component of deals, and the strict requirements of new data protection laws in Europe, Calfornia and elsewhere are impacting the work of business and HR leaders and their teams. In this session, learn about the increasing pitfalls surrounding HR data, employee privacy, the needs of the business and how leading companies are developing a system of best practices. 

Rohan Massey, Partner, Ropes & Gray

Edward McNicholas, Partner, Ropes & Gray

Ropes & Gray has been recognized as one of the world’s premier law firms and been named one of the leading firms for pro bono work and diversity initiatives) 

1:45 - 2:30 pm
Concurrent Session F1

Culture in M&A: What the C-Suite Needs to Know

Culture can be a silent deal killer. While historically culture was categorized as a nonfinancial risk, recent research points to culture as having multiple operational derailleurs in M&A, leading to productivity loss, customer disruption, flight of key talent and delayed synergies.

In this session, learn what your C-suite needs to know about embracing the power of culture for the organization and its impact on shareholder value.

Moderator:

Carly McCoy, Partner, Mercer

Panelists:

Maureen Lowney, Senior Consultant, HR Deal Leader M&A, Cisco

JoAnne Kruse, Partner, Talent, TZP Group

Andy Roberts, Director, HR M&A, Northwell Health

 

Concurrent Session F2

The Art and Science of Retaining Talent in M&A: Emerging Trends and Effective Strategies in Employee Retention

Identifying talent is only half the challenge. The other half involves retaining and engaging that talent in order to realize deal value.

The discussion will cover today’s best practices in retaining critical talent during and after the transaction.

Pragya Sharma, Senior Director, HR Acquisitions and Divestitures, Johnson & Johnson

2:30 - 3:00 pm
Networking Refreshment Break
3:00 - 4:00 pm
General Session G

Corporate Development Panel - Influencing the Influencers: How HR Can Inform Strategy Throughout the Deal Lifecycle

Corporate development and strategy functions within organizations are where M&A growth opportunities are developed and executed.

In this session, attendees will engage with a panel of corporate development and strategy leaders to hear their perspectives on how HR drives financial returns in M&A deals. This interactive session will also discuss:

  • How deal value is defined
  • How HR can deliver greater deal value
  • How the HR deal team can best partner/align with corporate development and strategy

Moderator:

Ben Collins, Director Strategy and Product Marketing, Intralinks

Panelists:

Melis Tanlay, Vice President Corporate Development & Strategy, Genpact

Carlos Cesta, Head of M&A Americas, Dentsu Aegis Network

Christian Keane, Global VP of Strategy & Corporate Development, Gartner

4:00 - 5:00 pm
General Session H

HR M&A Problem Solving — “Reciprocity Ring”

HR M&A professionals face common challenges while facilitating successful deals, including the inevitable people issues that occur. In this Reciprocity Ring format, attendees will engage with those at their table by sharing an HR M&A challenge they have faced within their organization. Others at the table will share their knowledge, network and/or resources to help their colleagues.

Each table will determine the top challenge(s) that were discussed, and those will be turned into a post-session highlight document for attendees.

This format is based on the concept in Dr. Adam Grant’s book titled Give and Take: Why Helping Others Drives Our Success*.

J. Keith Dunbar, Ed.D., Program Director & Distinguished Principal Research Fellow, The Conference Board

*Give and Take was named one of the best books of 2013 by Amazon, Apple, the Financial Times and the Wall Street Journal — as well as one of Oprah’s riveting reads, Fortune’s must-read business books, Harvard Business Review’s ideas that shaped management, and The Washington Post’s books every leader should read. Adam Grant earned his Ph.D. in organizational psychology from the University of Michigan, and his B.A. from Harvard University, magna cum laude, with highest honors and Phi Beta Kappa honors.

5:00 - 6:00 pm
Networking Reception

Day Two Wednesday, November 20, 2019

8:00 - 8:30 am
Breakfast
8:30 - 8:45 am

Welcome Back

Jeff Black, Partner, Mercer

8:45 - 9:45 am
General Session I

Conference Board Research – HR M&A Value Drivers and the Leadership Factor

Those involved in M&A transactions understand the importance of leadership, though they often are at a loss regarding how to identify and strengthen the specific critical aspects of leadership needed for deal success. A new Conference Board research study examines leadership practices in M&A transactions that are drivers of deal success, including different aspects of leadership assessment, selection and development initiatives related to M&A activities. The key leadership behavior and skills needed at each phase of an M&A transaction are also discussed. The session will also include recommendations for an M&A Leadership Playbook.

J. Keith Dunbar, Distinguished Principal Research Fellow, The Conference Board

9:45 - 10:45 am
General Session J

The Truth About Divestitures

Companies are selling subsidiaries and carving out noncore businesses at record rates in a desire to create value. However, if not done right, split-ups and stand-ups can result in the loss of key talent, decreased productivity/engagement and declining organizational performance.

Moderator:

Elizabeth Bryant, Partner, Mercer

Panelists:

Laura Raquet, Senior Human Resources Leader, CIT

Barbara Beckmann, Manager, Mergers and Acquisitions, GE

Ann Glackin, Director HR M&A, Jabil

Jillian Kaebel-Sisk, Global Mergers, Acquisitions and Divestitures HR Manager, Caterpillar

10:45 - 11:00 am
Networking Refreshment Break
11:00 am - 12:00 pm
General Session K

Start Up Founder Panel: Selling Your Dream

You put your blood, sweat and tears into a startup organization that you founded. The staff is your family and the product is your dream — and then, you sell it. Now what?

Listen to founders of startups who share their experiences, challenges and lessons learned on what to consider when your organization is acquiring a startup. What are the questions to ask and opportunities to consider to drive deal value, retain talent and bring the deal thesis to life?

Moderator:

Barb Marder, Partner, Mercer

Panelists:

Chris Bruce, Co-Founder and Managing Director, Thomsons

Jeff Wald, Co-Founder and President, WorkMarket, an ADP company

Avi Karnani, CEO, Alice

Thor Ernstsson, Founder, Alpha

Alec Andronikov, Angel Investor, NDCapital

 

12:00 - 12:30 pm

HR M&A Conference Wrap-Up and Feedback

Lead Sponsor
Mercer - HR M&A Conference 2019 - Lead Sponsor