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MAY 07 - 08, 2020
May 07 - 08, 2020

About the Conference

This best-in-class learning and development opportunity is for executives wanting to gain first-hand knowledge on M&A integration. Gain insights from leading serial acquirers, who will share best practices for delivering the value that shareholders expect. Walk away with the strategic advice needed to justify the endeavor, as well as the knowledge to succeed on a day-to-day basis.

Recommended for teams, this event is a unique training and development opportunity for you and your colleagues.

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 Recertification Credits

CPE logo

Earn up to 11.5 CPE credits
Business Management and Organization
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


This program has been approved for 9.75 (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


This program has been pre-approved for 9.75 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit

Download the 2020 Agenda

Register Early

Early Bird Savings

Register early and save $400. Offer ends February 29, 2020. 

Teams of 8 or More

Enjoy a $1,750 per person registration fee when you register a team of 8+ from the same company at the same time. Contact Brian Teagle at +1 212 339 0356 for more information on group discounts. 

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

Get Involved 

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


Nathalie Benzing, SVP Business Transformation, Trax Retail

Graham Corneck, VP, Strategy and Integration, Campbell Soup

Oliver Engert, Senior Partner, McKinsey & Company

Ala'a Eraiqat, CEO, Abu Dhabi Commercial Bank

Katelin Jabbari, Sr. Director, Google

Jim Jordano, Vice President, Integration Management Office, L3Harris

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

Brett Knappe, VP, General Manager, Medtronic Biologics

Bill Kozy, Member, Board of Directors, The Cooper Companies, Inc, and LivaNova, Former COO, BD

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

David Le, Vice President & Associate General Counsel, Lyft

Jeff Pearl, VP, IT Integration and Divestitures, Takeda

Steve Phelps, CEO, NASCAR

Phillip Pratt, Director, Acquisition Integration, Corning Incorporated

Simon Robinson, President APAC and International CFO, Discovery

Day One
Thursday, May 7, 2020 — New York

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

Welcome and Industry Perspectives on the 2020 Deal Market

In a slowing economy with low inflation, active M&A and portfolio management is even more critical for companies to drive transformation and meet growth targets. We will hear about the global deal market and learn how attendees’ companies line up against current deal trends.

Oliver Engert, Senior Partner, McKinsey & Company

9:45 – 11:00 am
Session B

Keynote Executive Perspective

A senior executive will outline a recent transaction and share successful strategies and key learnings from the integration. We will hear about when the integration team became involved in due diligence, how strategy drove planning, what planning occurred between announcement and close, and how the company measured success.

Steve Phelps, CEO, NASCAR

11:00 – 11:15 am
Networking Break
11:15 am – 12:15 pm
Session C

Best Practices Panel

We will have an open conversation with a group of veteran integration executives on how they have approached M&A in turbulent times: where they were successful and what they learned the hard way. This will be an interactive session where the panel will answer audience questions while sharing lessons learned and stories from the front line of their times as integration leaders.

Nathalie Benzing, SVP Business Transformation, Trax Retail and Member of Board of Directors, Miradore

David Le, Vice President & Associate General Counsel, Lyft

Brett Knappe, Vice President General Manager, Medtronic Biologics 

Phillip Pratt, Director, Acquisition Integration, Corning, Inc. 

12:15 – 1:15 pm
Networking Lunch
1:15 -2:15 pm
Session D

Communications in M&A

We frequently hear the adage “communicate, communicate, communicate”. How are leading companies developing and executing the right communications plans for each deal, both internally to employees and externally to customers, suppliers, and shareholders? How are audiences differentiated and how do they benefit from well-structured repeatable communications policies and processes? We will hear from an industry leader who will give us an overview of her communications playbook.

Katelin Jabbari, Senior Director, Google

2:15 – 3:15 pm
Session E

Integrating Two Industry Titans

Mergers of strong-performing players present the unique challenge of needing to develop a “new” operating model. What is the deal rationale and strategic intent of combining two industry-leading companies? Who will lead and what culture will he or she instill? How will the new operating model be implemented? We will hear from an integration leader who led the integration of two big industry players to create one of the largest companies in its industry.

Jim Jordano, Vice President, Integration Management Office, L3Harris

3:15 – 3:30 pm
Networking Break
3:30 – 4:30 pm
Session F

How to Leverage Integration to Set Up the Foundations for a Digital Future (New York)

Technology transformation has become a major driver for better customer experience and improved operational efficiency; acquisitions can be great opportunity to kick off such a transformation. We will hear from an IT executive who led parallel transactions that established cornerstone programs, which now serve as the foundation of the organization. These transactions were also used to launch transformative efforts around cloud, data and agile delivery.

Jeff Pearl, VP, IT Integration and Divestitures, Takeda

4:45 – 6:00 pm

Cocktails, Office Hours and Tools

Attendees have the opportunity to hold one-on-one discussions with experienced senior executives and integration experts to get input on specific challenges they are facing. You may want to use this time to enjoy a cocktail, network with other attendees and visit booths of companies displaying their integration tools and technology.

Office Hours:

Nathalie Benzing, SVP Business Transformation, Trax Retail and Member of Board of Directors, Miradore

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

Brett Knappe, VP General Manager, Medtronic Biologics 

Bill Kozy, Member, Board of Directors, The Cooper Companies and LivaNova, Former COO, BD

Chris Kreidler, Member, Board of Directors, P.F. Chang’s and Former CFO, Sysco Foods

Phillip Pratt, Director, Acquisition Integration, Corning Incorporated


Day Two
Friday, May 8, 2020 — New York

8:00 – 8:30 am
Continental Breakfast
8:30 – 9:30 am
Session G

How to Leverage an Integration to Accelerate Transformation

Companies are often already going through a business transformation when they decide to make a significant acquisition. This requires building on both efforts and to make the right calls to achieve the ultimate strategic goals: business and operational alignment to investing in growth opportunities. We will hear from an integration expert who led the integration of two companies undergoing independent transformations and how they were leveraged to achieve success.

Graham Corneck, VP Strategy and Integration, Campbell’s Soup Company 

9:30 - 10:30 am
Session H

Successful Divestitures in a Challenging Economic Environment

New strategies, business conditions, or regulatory requirements may call for rebalancing your corporate portfolio.  We will hear from a company that has successfully managed a recent divestiture as part of its M&A activity.  We will hear how critical due diligence is on one’s own operations and how to limit transition services as quickly as possible.

10:30 – 10:45 am
Networking Break
10:45 – 11:45 am
Session I

Aligning the Top Team for a Successful Integration 

Ensuing that senior executives are engaged is critical as they are balancing their day-to-day responsibilities with the success of the integration. We will look at how to effectively lead an integration by aligning key leadership and get some pointers on how to keep all the parts moving effectively.

Simon Robinson, President APAC and International CFO, Discovery 

11:45 am – 12:15 pm

Final Thoughts and Recap of M&A in Turbulent Times

Discuss key themes and recap lessons learned over the course of the conference.

Bill Kozy, Member, Board of Directors, The Cooper Companies and LivaNova, Former COO, BD

Chris Kreidler, Member, Board of Directors, P.F. Chang’s and Former CFO, Sysco Foods

12:15 pm
End of conference

Other scheduled dates and locations for Merger Integration Conference - New York:

June 11 - 12, 2020 – Westin St. Francis, San Francisco, CA

Pre-Conference Workshop:

Divestitures Workshop

May 6, 2020

Location: The Conference Board, 845 3rd Ave, New York, NY 10022

Time: 12:00 - 4:15pm

Because divestitures are not as common as acquisitions, most available training is focused on portfolio management. Cisco has put together a training that addresses how to approach the separation of the business at an operational level especially under a transition support agreement. The training is focused on divestiture terminology along with Cisco’s approach to commercial separation, separating the sales team, sales processes and key learnings.

Below are the topics Cisco will cover:

  1. 1Overview of divestitures e.g. terminology, differences from acquisitions, and types of separation.
  2. What is commercial transition, the need for Transition Service Agreements, and how to be ready for Day 1.
  3. Preparing for Sales separation, including landscape analysis, sales compensation, processes, communications and enablement.


Westin New York Times Square
270 West 43rd Street
New York, NY 10036
Phone: +1 (212) 201-2700

Hotel Cut-Off Date: Tues April 14
Hotel Reservation Link:

Please note: Fees below do not include hotel accommodations.


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

In collaboration with
McKinsey - Merger Integration 2020 - Lead Sponsor




Merger Integration Conference - San Francisco

Merger Integration Conference - San Francisco

June 11 - 12, 2020 | (San Francisco, CA)