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mergerintegration
AGENDA
MAY 07 - 08, 2020
WESTIN NEW YORK AT TIMES SQUARE,NEW YORK, NY
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 

Download the 2020 Agenda

Register Early

Early Bird Savings

Register early and save $400. Offer ends February 9, 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

Oliver Engert, Senior Partner, McKinsey & Company

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

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, Lyft

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
Thursday, June 11, 2020 — San Francisco

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 (New York)

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, Lyft

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 – 4:45 pm
Session F

Unlocking Synergies Through Digital Transformation

After stabilizing your company post-close, significant opportunity exists to transform your systems and processes to accelerate and augment your value capture and streamline your operations. We will hear from a senior executive who digitally transformed her organization through technology to jump start synergy capture and unlock efficiencies across functions.

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

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 (NY)

 

Day Two
Friday, May 8, 2020 — New York
Friday, June 12, 2020 — San Francisco

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

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.

9:30 - 10:30 am
Session H

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 (New York)

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

Building an In-House Integration Machine

What are the internal capabilities that you need to successfully manage an integration? Along with the strong integration leader, what are the specific capabilities that will enable a deal to meet or potentially exceed its objectives? We will look at how serial acquirers staff integrations from the IMO to functional workstreams as well as how infrequent acquirers build, maintain and refresh skills for teams that are pulled from functional and operational areas to support the integration.

Chris Evans, Acquisition Integration Director, Amazon (San Francisco)

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

LOCATION

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: https://www.marriott.com/events/start.mi?id=1576271564933&key=GRP

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.

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Merger Integration Conference - San Francisco

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