Merger Integration Conference - San Francisco

08:00 AM - 09:00 AM ET

Registration and Breakfast

09:00 AM - 09:15 AM ET

Welcome and Industry Perspectives

Jake Henry, Senior Partner and Co-Leader of the Mergers & Acquisitions Practice, Mckinsey & Company

09:00 AM - 09:15 AM ET

Opening Remarks

Kameron Kordestani, Senior Partner and Co-Lead of North America M&A Practice, McKinsey & Company

09:15 AM - 10:00 AM ET

Turning the Tables: Integration Through the Eyes of the CEO of an Acquiree

Amid the plethora of acquirer-focused discussions, the perspective of the acquiree often goes unnoticed. Andy Mattes is an experienced leader who has been on both sides of the table – as an acquirer at HP and a target at Coherent. He will share his unique vantage point at the top and reflect on how his time as the target has enhanced his acquirer acumen. Participants will hear first-hand about the intricacies of managing a company being acquired and strategies for working with acquiree leadership productively by aiming to get the best for both sides of the relationship.

Andy Mattes, Former Chief Executive Officer and President, Coherent

10:00 AM - 10:45 AM ET

Ring-Fencing Operations and Planning to Ensure an Uninterrupted Employee Journey and Business Continuity

Participants will hear about how to best plan for an integration when the goal is not to fully combine both organizations due to different business models and objectives, focusing on how to maintain business continuity and employee experience and to create synergy. The conversation will revolve around how to plan for a "must-haves only" Day One and close while engaging teams on end-state visions.

Brian Whitlock, Head of M&A Integration Management, Microsoft

Brian Dinneen, Senior M&A Expert & Associate Partner, Mckinsey & Company

10:45 AM - 11:00 AM ET

Networking Break

11:00 AM - 11:45 AM ET

Tailoring an Integration Approach Based on Deal Type

Integration approaches differ based on the type of M&A deal which may increase the level of complexity and resourcing required. Types of deals include stock, asset, carve-outs, tuck-ins, and large-scale deals, as well as horizontal and vertical integrations. Participants will gain insights from a serial technology business acquirer.

Justin Smith, Director, M&A Integration, Google

11:45 AM - 12:30 PM ET

Lessons Learned from Executing Divestitures

With continued economic uncertainty, many M&A and Strategy executives continue to contemplate and pursue divestitures. This fireside chat with a seasoned M&A leader will discuss experiences relating to divestitures and key lessons learned.

Tara Papp, Senior Director, M&A Integration Management Office, FIS

Kathie Resteiner, Managing Director/COO, Corporate Development, Intel

Olivier Rigaud, Associate Partner, McKinsey & Company

12:30 PM - 01:30 PM ET

Lunch

01:30 PM - 02:15 PM ET

Structured Networking: Shared Insights and Best Practices

As a means of breaking down silos among those performing M&A across various industry sectors, the audience will be divided into small groups to share lessons learned along the way both from recent successes as well as situations in which integrations did not go as originally planned.

Shannon Bagley, Former Chief Administrative Officer, Centene Corporation

02:15 PM - 03:00 PM ET

Key Success Factors for the First Year of Marriage

Organizations have many priorities in the first year of coming together, such as setting a clear end-state vision, implementing rigorous governance, and identifying and capturing value. In this session, you'll hear from a seasoned integration leader on how they have delivered on these goals while using purposeful communications to win the hearts and minds of people and to sustain recruitment and development within the organization.

Tony Milando, Former Chief Supply Chain Officer, Xylem

03:00 PM - 03:15 PM ET

Networking Break

03:15 PM - 04:00 PM ET

Adapting to Complex Deals

Participants will gain insights from a seasoned M&A expert on how to modify the typical integration frameworks, approaches, and resourcing when additional complexity is introduced. The discussion will include examples of multifaceted situations and considerations of how to better execute strategies.

Amanda Deegan, Senior Director II, Corporate Development, Walmart

Kristina Le, Vice President, Corporate Development Integration

Chad Stacey, Partner, Impact Point Co., and Program Director, Mergers & Acquisitions Executives Council, The Conference Board

04:00 PM - 04:45 PM ET

Growth Through Serial Acquisitions

Senior leaders will share their insights on how to drive growth by leveraging a serial acquisition approach, which can involve a roller-coaster of a ride, starting from identifying to integrating potential acquisition targets. Participants will hear first-hand insights on the benefits of reaching economics of scale and leveraging brand recognition as well as the challenges of managing employee experience.

Shannon Bagley, Former Chief Administrative Officer, Centene Corporation

Chris Evans, Former Head of CorpDev Integration, Amazon

Olivier Rigaud, Associate Partner, McKinsey & Company

04:45 PM - 05:00 PM ET

Day One Closing Remarks & Audience Reflections

Kameron Kordestani, Senior Partner and Co-Lead of North America M&A Practice, McKinsey & Company

05:00 PM - 06:00 PM ET

Reception