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2019 Merger Integration Conference - San Francisco

Integration as a Catalyst for Transformation
JUNE 06 - 07, 2019 | HOTEL NIKKO SAN FRANCISCO | SAN FRANCISCO, CA

June 06 - 07, 2019

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.

  • Be sure to consider the pre-conference workshop: HR M&A Lab: HR as an Enabler of Deal Value, which will highlight critical activities and capabilities needed during every facet of M&A, from due diligence through integration. 

Also, we’re excited to announce the launch of “office hours”, a new segment of the MI Conference experience taking place at both loactions!

  • What is it?
    Office hours is a unique opportunity for participants to have direct engagement with some of experienced speakers and / or panelists.  It’s an optional “first come, first serve” activity; registration will take place during the conference.
  • What are the benefits for you?
    A unique opportunity for participants to pick the brain of our integration veterans on the topic of your choice on a live situation, a potential acquisition or reflecting on past integrations.
  • How will it work?
    Registration will open in the first day of the conference. We will share further details then, including the profiles of our experienced “office hours” hosts.  It will take place at the end of the first day.

Our “office hour” hosts will include: 

Chris Kreidler, Member Board of Directors, P.F. Chang’s, former CFO, Sysco Foods
Brett Knappe, VP, General Manager, Medtronic Biologics
Bill Kozy, Member, Board of Directors, The Cooper Companies, Member, Board of Directors, LivaNova, and former COO, Becton Dickinson 

The Benefits to You 

By attending this conference, you will

  • Hear from integration veterans who will share “war stories” and lessons learned.
  • Examine the latest trends and changes in the deal marketplace.
  • Discover best practices for deriving more value from your future deals.
  • Learn about market dynamics that companies need to address to help deliver value.
  • Explore the end-to-end process of designing the organization post-merger.
  • Better understand the important role of culture in M&A success.
  • Discuss issues brought up by attendees in the pre-conference survey.
  • Network 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 Recertification Credits

CPE logo

Earn up to 11 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

SHRM

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 www.shrmcertification.org.

HRCI

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 www.hrci.org.

Three Things to Do Now 

1. Download the Agenda 

To learn more about sessions and speakers, download the latest agenda. 

2. Register 

Early Bird Savings

Register early and save $400. Offer ends March 30, 2019. SF version 

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. 

3. Get Involved 

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

LOCATION

Hotel Nikko San Francisco
222 Mason Street
San Francisco, CA 94102
Phone: +1 (415) 394-1111

Please note: Fees below do not include hotel accommodations.

OUR MISSION

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

IN COLLABORATION WITH
McKinsey & Company
AGENDA
JUNE 06 - 07, 2019
HOTEL NIKKO SAN FRANCISCO,SAN FRANCISCO, CA

June 05, 2019

HR M&A Lab
HR as an Enabler of Deal Value

At this one-day interactive seminar, experienced HR M&A practitioners will share case studies and best practices for increasing success.

Confirmed speakers so far include:

  • Sumeet Salwan, Co-Founder, CEO.works
  • Brent Helsop, Partner, Mercer
  • Cheri Schoenfish, Director, Venture Integration HR, Microsoft
  • J. Keith Dunbar, EdD, Program Director & Distinguished Principal Research Fellow, The Conference Board
  • Charlie Franklin, Head of People M&A, Workday
  • Sanjay Kacholiya, Head, Global Business Development, GE Digital
  • Todd Manley, Sr. Director, Corporate Development, Symantec Corporation
  • Ashley Rice, Senior Consultant, HR Acquisitions, Cisco
  • Emily Cox, Principal, Mercer

Topics include:

  • Connecting Talent to Value – Bending the Value Curve, One Role at a Time
  • ‘Mirroring’ Strategy to Drive HR Value in Acquisition    & Integration
  • Culture: The Silent Deal “Chiller”
  • HR M&A Problem Solving – Reciprocity Ring
  • Creating Remarkable Acquisition Employee Experiences
  • The Leadership Factor in M&A
  • Panel Discussion/ Q&A – Corporate Development & Strategy: Perspectives on How HR Creates M&A Value

Who Should Attend 

This conference is designed especially for executives and business leaders involved in any of the following areas related to M&A activities: 

  • Integration

  • Corporate Development

  • Corporate Strategy

  • Human Resources

  • Executive Compensation

  • Employee Engagement

  • Change & Transformation 

Earn Recertification Credits

CPE logo

Earn up to 8 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 6.75 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 6.75 (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 www.hrci.org.

Three Things to Do Now 

1. Download the Agenda 

To learn more about sessions and speakers, download the latest Merger Integration Conference agenda. 

2. Register 

  • HR M&A Lab 1-day pass
  • Merger Integration Conference + HR M&A Lab 3-day pass

Register here

3. Get Involved 

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

June 06 - 07, 2019

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.

  • Be sure to consider the pre-conference workshop: HR M&A Lab: HR as an Enabler of Deal Value, which will highlight critical activities and capabilities needed during every facet of M&A, from due diligence through integration. 

Also, we’re excited to announce the launch of “office hours”, a new segment of the MI Conference experience taking place at both loactions!

  • What is it?
    Office hours is a unique opportunity for participants to have direct engagement with some of experienced speakers and / or panelists.  It’s an optional “first come, first serve” activity; registration will take place during the conference.
  • What are the benefits for you?
    A unique opportunity for participants to pick the brain of our integration veterans on the topic of your choice on a live situation, a potential acquisition or reflecting on past integrations.
  • How will it work?
    Registration will open in the first day of the conference. We will share further details then, including the profiles of our experienced “office hours” hosts.  It will take place at the end of the first day.

Our “office hour” hosts will include: 

Chris Kreidler, Member Board of Directors, P.F. Chang’s, former CFO, Sysco Foods
Brett Knappe, VP, General Manager, Medtronic Biologics
Bill Kozy, Member, Board of Directors, The Cooper Companies, Member, Board of Directors, LivaNova, and former COO, Becton Dickinson 

The Benefits to You 

By attending this conference, you will

  • Hear from integration veterans who will share “war stories” and lessons learned.
  • Examine the latest trends and changes in the deal marketplace.
  • Discover best practices for deriving more value from your future deals.
  • Learn about market dynamics that companies need to address to help deliver value.
  • Explore the end-to-end process of designing the organization post-merger.
  • Better understand the important role of culture in M&A success.
  • Discuss issues brought up by attendees in the pre-conference survey.
  • Network 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 Recertification Credits

CPE logo

Earn up to 11 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

SHRM

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 www.shrmcertification.org.

HRCI

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 www.hrci.org.

Three Things to Do Now 

1. Download the Agenda 

To learn more about sessions and speakers, download the latest agenda. 

2. Register 

Early Bird Savings

Register early and save $400. Offer ends March 30, 2019. SF version 

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. 

3. Get Involved 

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

Sarah Bach-Miller, Director, M&A Integration, Eventbrite

Nathalie Benzing, COO, TradeGecko

Pete Borley, Enterprise Connectivity Lead, Merger and Acquisitions, Cisco Systems Inc.

Joe Castelluccio, Partner, Mayer Brown LLP

Oliver Engert, Senior Partner, McKinsey & Company

Helen Giza, Chief Financial Officer, Fresenius Medical Care AG & Co KGaA

Rick Jelinek, Executive Vice President, CVS Health

Steve Kaufman, Senior Lecturer, Harvard Business School

Brett Knappe, VP, General Manager, Medtronic Biologics

Kameron Kordestani, Partner, McKinsey & Company

Bill Kozy, Member, Board of Directors, The Cooper Companies, Inc

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

Nancy Li, IT Director, Mergers & Acquisitions, Enterprise Architecture, Cisco Systems Inc.

Alex Liu, Partner, McKinsey & Company, Inc.

Justin Smith, Director, Corporate Development - Integration, Google

David Strauss, Vice President and Chief Human Resources Officer, Linde

In collaboration with
McKinsey & Company