About the Virtual Conference
With today’s high level of uncertainty, it is crucial in M&A to identify, understand, and manage risks and impact, particularly with respect to the people involved. This year’s event brings together top business leaders from finance, corporate development, and human resources to share their strategic and tactical knowledge on making deals—and the associated people risks—in the current Covid-19 environment.
Join us to hear first-hand how M&A leaders are approaching the current deal making environment, and lessons learned from their previous experiences working on deals under conditions of uncertainty and volatility. As a participant, you will learn from leading companies and business leaders how they are dealing with financial and people risks during this unique global pandemic affecting the global M&A environment.
Topics We Will Cover
- Deal Making in the Rebound
- Managing Deal Making Risks in Turbulent Times
- Winning Now, Winning Later: How Companies Win in the Short-Term, While Investing in the Long-Term
- Quantifying and Capturing Financial Impact of People Risks in M&A
- Divesting to Focus on Core
- Merger Post-Mortem – Learning from Acquisition Gone Sour
- New Business Models in JVs and Partnerships
- Economic Factors Impacting People Risks in M&A
Who Should Attend
This conference is designed especially for executives 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
Earn up to 8 CPE credits
Business Management & Organization
Requirements: Attendees must be logged in for entire duration and participate in all interactive prompts. Delivery Method: Group-Internet Based; Program Level: Intermediate, Prerequisites: Bachelor’s degree or higher, Advanced Preparation: None. Must attend live sessions to qualify. (On-Demand not valid)
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. No Partial Credit. Must attend all sessions to qualify. On-Demand sessions completed by November 1 are valid.
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. No Partial Credit. Must attend all sessions to qualify. On-Demand sessions completed by November 1 are valid.
Three Things to Do Now
1. View the Current Agenda
To learn more about sessions and speakers, click the ‘Current Agenda’ tab.
This event is FREE for The Conference Board members, and $495 for non-members. Register now to join us live or to watch later on-demand.
3. Get Involved
If you would like to get involved in this year’s conference, please contact us.
Speaking Opportunities: firstname.lastname@example.org
Sponsorship Opportunities: email@example.com
Marketing Partnerships: firstname.lastname@example.org
Group Registrations: email@example.com
Corporate Development Integration Lead
Cisco Systems Inc.
Partner, M&A Advisory Services
Honeywell International Inc.
Keith Dunbar, Ed.D.
Program Director & Distinguished Principal Research Fellow
The Conference Board
Director, Corporate Development
Principal, Corporate Development Integration
Executive Director HR International and Europe
Head of Corporate Restructuring
Director, M&A Integration
EVP, Transformation & Technology
Mitchell Lee Marks, Ph.D.
Emeritus Professor of Leadership
San Francisco State University, College of Business
Director, HR M&A
Former Chief Economist
The Conference Board
Ropes & Gray LLP
Global Head of HR M&A
Chief Human Resources Officer
Takeda Pharmaceutical Company
Day One: Tuesday, October 27, 2020
11:30 am - 12:00 pm
Welcome and Introduction - Deal Making in the Rebound
While deal making has slowed for the last six months, deal making will rebound. In this session, hear Mercer’s current view of the deal making environment that has transpired because of the COVID-19 pandemic crisis and what the future deal making environment might look like going forward.
Jeff Black, Partner, Mercer
12:00 - 12:45 pm
Winning Now, Winning Later: How Companies Win in the Short-term, While Investing in the Long-term
Managers and executives today are facing a high-stakes dilemma: should they focus on making their quarterly numbers, or should they prioritize their company’s long-term goals? For David Cote, the former Chairman and CEO of Honeywell, it doesn’t have to be one or the other. There is a way to achieve targets without compromising the company’s people, future health or vision.
When Cote inherited Honeywell, the company was barely holding it together. He immediately began redesigning the company’s internal processes, starting by reinvesting its profits, overhauling its business portfolio, and transforming its corporate culture with a mix of policy updates and leadership techniques—all while generating the short-term results expected by investors. The result was an industry-defining turn-around. Honeywell’s profits soared, satisfying shareholder demands, while Honeywell simultaneously became a nimbler, more efficient, and more innovative organization. In this talk, Cote distills the insights from his experience at Honeywell—also featured in his upcoming book—showing us how to make leadership decisions that will benefit today and tomorrow.
David Cote, Former CEO, Honeywell
12:45 - 1:00 pm - Break
1:00 - 2:00 pm
Quantifying and Capturing the Financial Impact of People Risks
Deals have financial impact related to identified and unidentified people risks. Quantifying those people risks in financial terms, however, allows leaders to better understand their impact on the deal and the company overall. This provides leaders a better business position to influence decisions in a deal that will have a substantive impact.
John Koob, Partner, Mercer
James Harris, Principal, Corporate Development Integration, Google
Kimberly Baird, Corporate Development Integration Lead, Cisco
Sarena Lin, EVP, Transformation & Technology, Elanco
Nicole Hernandez, Executive Director HR International and Europe, Elanco
2:00 - 2:45 pm
Divesting to Focus on the Core
In this turbulent time, some companies will seek to divest aspects of their business to focus on their core. Companies in financial distress will seek to conserve cash. In this session, you will hear from leaders on the people risks involved in divesting.
Carly McCoy, Principal, Mercer
Chandra Rosen, Global Head of HR M&A, DuPont
Asim Bhatia, M&A Director, DuPont
2:45 - 3:00 pm - Break
3:00 - 3:45 pm
The Merger Post-Mortem: Learning from an Acquisition Gone Sour
While the merger and acquisition integration process has become much more sophisticated in the past few decades, a majority of corporate combinations continue to fail to achieve their desired financial and strategic objectives. Many factors account for the high failure rate—buying the wrong company, paying the wrong prices, buying at the wrong time, and so on—however research shows that the factor that matters most in eventual M&A performance is the process through which the companies are integrated. This session provides a colorful case study of an acquisition that became unhinged soon after the deal closed and spiraled down in the ensuring months. The CEO asked that a “post-mortem” be conducted to help understand what went wrong, both to revive the current acquisition and prevent the company from going down the same path again in its future acquisitions. The session shows how procedures can be used to help prevent a corporate marriage “made in heaven” from turning into the “honeymoon from hell.”
Mitchell Lee Marks, Ph.D., Emeritus Professor of Leadership, San Francisco State University, College of Business
3:45 - 4:00 pm - Break
4:00 - 5:00 pm
Reciprocity Ring – M&A Challenges and Networking
Join us on Zoom to network and share your biggest M&A challenges and get help from your fellow attendees.
In this Reciprocity Ring format, attendees will engage with each other in one of four topical breakout rooms. The moderator for each room will ask for attendees to share their biggest M&A challenge they are dealing with while others will share their knowledge, network and/or resources to help their colleagues. To help as many people in each room, as possible, moderators will limit each challenge to five responses.
This format is based on the concept in Dr. Adam Grant’s book titled Give and Take: Why Helping Others Drives Our Success*.
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.
Day Two: Wednesday, October 28, 2020
11:30 - 11:45 am - Welcome Back
Jeff Black, Partner, Mercer
11:45 am - 12:30 pm
Making the Deal Happen Despite Uncertainty
In a normal deal making environment, risks are inherently a part of the deal, whether people, financial, legal, etc. In the current turbulent times that the COVID-19 pandemic crisis has created; those risks are magnified 100 times. In this fireside chat, hear from corporate leaders who successfully made a deal happen despite a great deal of uncertainty.
Emily Cox, Principal, Mercer
Sidarth Haksar, Director, Corporate Development, Autodesk
Betty Patton, HR M&A, Autodesk
12:30 - 12:45 pm - Break
12:45 - 1:45 pm
Managing through Distress
Uncertainty creates distress. Distress in the business and distress in people. Successful deal making requires you to manage yourself, your team and your acquisition through this distress. In this session you will hear from industry experts to understand best practices in managing through the distresses.
Kristin Murphy, Principal, Mercer
Jeff Black, Partner, Mercer
Lutz Jaede, Head of Corporate Restructuring, Oliver Wyman
Loretta Richard, Partner, Ropes and Gray
1:45 - 2:00 pm - Break
2:00 - 3:00 pm
Economic Factors Impacting People Risks in M&A
The current uncertain economic environment will have far reaching impacts on M&A deal making. Critical for business leaders is understanding the economic factors that impact people risks in deals.
In this session, participants will hear from senior business leaders and the Conference Board Chief Economist to understand the macro-economic impacts of the economy and discuss how people risks will evolve.
Jeff Black, Partner, Mercer