The 2018 M&A Post-Merger Integration Forum Proven Strategies for Corporate Growth, Leadership Development & Post-Merger Integration Success

Event Details

Apr 26, 2018

9:15 AM - 4:00 PM

New York, NY

$495 USD

The Thomson Reuters Legal Executive Institute is pleased to present a two-day forum on mastering the art of mid-market mergers and acquisitions in the current business climate. Helmed by a faculty of accomplished legal and deals professionals, this must attend summit presents a comprehensive guide to corporate development from both a pre-and post-M&A perspective.

The New York M&A and Private Equity Forum (Wednesday, April 25) offers an extensive take on mastering the deal negotiation process and key growth areas in the current market. From a promising China deals outlook to areas primed for activity across the tri-state area, this Forum delivers timely and comprehensive advice for both M&A novices and serial acquirers. Corporate development professionals, in-house counsel, and transactional lawyers will receive expert guidance on M&A financing, M&A due diligence concerns and more.

The New York M&A Post-Merger Integration Forum (Thursday, April 26) focuses on post-merger best practices and key performance measures in large and small businesses. Attendees will gain critical insights into measuring success across the enterprise, uniting disparate cultures, defining new organizational leadership, and building a successful integration management office.

Register today! Online registration now available.  Please read further for special pricing packages.


Special Offers

Single and two-day discounts available. Call 1-800-308-1700 for details.


Why You Should Attend

  • Our program offers indispensable guidance from seasoned corporate development and integration professionals at leading organizations
  • We focus on practical solutions for easily adoption at one's company
  • Attendees will have the opportunity to interact directly with colleagues and faculty for a dynamic and immersive experience

    Who Should Attend

  • M&A Counsel
  • M&A Integration and Post-Merger Specialists
  • Corporate Development professionals (Vice Presidents, Directors, Managers)
  • Human Resources personnel
  • Chief Strategy Officers
  • Chief Executive Officers & Business Executives
  • Project Managers
  • M&A Solution Providers

    Pricing Options

    Interested parties may select from the following options. Please call 1-800-308-1700 for assistance.

    $495  – The New York M&A and Private Equity Forum (Wednesday, April 25) – one day pass

    $495 – The New York M&A Integration Forum (Thursday, April 26)  – one day pass

    $695  – The New York M&A and Private Equity Forum AND The New York M&A Integration Forum – two day pass

  • Event Co-Chair

    Keeley Mooneyhan

    President & Co-Founder, HR Matters, Inc.

    View Faculty Page

    Event Details

    Thursday, Apr 26

    8:15 AM
    Registration & Continental Breakfast
    9:15 AM
    Welcome from the Chair

    Keeley Mooneyhan, President & Co-Founder, HR Matters, Inc.

    9:30 AM
    Once the Deal is Done: Measuring Success in Post-Merger Integration

    Even the most well-crafted and carefully laid M&A deals can become unraveled without an effective integration strategy. How does one measure success in the integration process? What metrics and milestones are considered best practices when managing such a detailed and complex process? This opening panel will:

    • Weave together leadership principles
    • Vital due diligence steps for successful integration deployment
    • Examine how the structuring of the deal impacts and paves the way toward a more seamless and effective integration          

    Jay TaylorExecutive Integration Consultant, IBM

    Michael Phillips, Principal, A.T. Kearney, Inc.
    Julie B. SteamerPartner, Steamer Hart LLP

    10:30 AM
    Morning Break
    11:00 AM
    Uniting Cultures: Achieving Success in Cultural Integration

    Cultural integration is a constant challenge for even the most seasoned business development professional. Once a merger is formalized, the task of marrying two or more disparate entities can be incredibly daunting—if not potentially debilitating—and threaten to derail the project completely. What is more, even if a new cultural identity is successfully forged through seamless integration, the attendant specter of talent attrition looms large on the horizon. This discussion addresses:

    • Building a healthy culture through effective leadership
    • Protecting one’s investment by retaining and engaging key talent
    • War stories and lessons learned while navigating this complex and challenging process
    • Integration of IT and technology systems
    • Infrastructure planning
    • Real estate, office and workspace design

    Joseph D. Teplitz, Managing Partner, Integrative Strategies

    Barney Kinzer, Director, M&A Integration, Microsoft
    Maureen LowneySenior Consultant, HR Mergers & Acquisitions, Cisco Systems
    Pragya Sharma, HR Acquisitions and Divestitures Leader, Johnson & Johnson


    12:00 PM
    Networking Luncheon
    1:15 PM
    The Human Capital Element: Defining Organizational Leadership Structure and Consolidating Talent Pools

    The merging of two or more companies requires aligning and integrating a new organizational leadership structure. Who will take the helm of this newly integrated enterprise? Who is best suited to lead and mobilize the new company’s business units?   This session will closely examine the unique dynamics and considerations that must be addressed in establishing an effective, cohesive and performance driven workforce and business enterprise. Key areas of discussion include:

    • The C-Suite
    • Alignment of human capital
    • Analyzing your talent pool
    • Employee communications

    Irene Hendricks, Vice President of Human Resources, Guardian Life Insurance Company

    Sallie Cunningham, HR Executive Business Development, General Electric
    Dave Dowling, Director, HR Business Development Global M&A, IBM
    Robyn Lahlein, Director, HR Mergers & Acquisitions Lead, Walmart eCommerce

    2:15 PM
    Afternoon Break
    2:45 PM
    After the Ink Dries: Building and Fortifying an Integration Management Office

    Building a sound and agile governance structure is a critical starting point in any successful acquisition. Considering the myriad variables contained within integration efforts—people, processes and systems—the need for a central, panoptic hub overseeing the general proceedings occurs vis-à-vis an expertly-run Integration Management Office (IMO). This session imparts key advice on building and staffing an IMO, including:

    • Defining the IMO’s objectives and strategic oversight
    • Ensuring sufficient resources to maintain stability from day one to project completion
    • Establishing appropriate metrics to monitor performance, IMO effectiveness and compliance standards

    Keeley Mooneyhan, President & Co-Founder, HR Matters, Inc.

    Mark Ennis, Executive Director Program Management, Scientific Games
    Joseph Flynn, Director, M&A Integration, TiVo
    Kiku Loomis, Director, Post-Merger Integration, Rainforest Alliance

    3:45 PM
    Closing Remarks
    4:00 PM
    Joseph Flynn

    Director, M&A Integration, TiVo

    View Faculty Page
    Georg-Michael Siedlaczek

    Vice President, Global Post Merger Integration, Bayer

    View Faculty Page


    Thomson Reuters New York Corporate Offices

    3 Times Square, Floor 30 (at 42nd Street & 7th Ave.)
    New York, NY 10036

    Please be advised that Thomson Reuters has not secured a room block for this program. We recommend staying at a number of nearby hotels within walking distance of our corporate offices.

    Nearby Hotels

    The Chatwal, a Luxury Collection Hotel, New York City (0.2 mi)


    LUMA Hotel Times Square


    The Westin New York at Times Square (0.2 mi)


    Sponsors of This Event