VIRTUAL CONFERENCE 2023
JULY 18 - 19
JOIN US FOR THE 2023 HR M&A VIRTUAL CONFERENCE
VIRTUAL CONFERENCE 2023
JULY 18-19
COME JOIN US!
In 2021 alone, more than 40,00 transactions worth $4 trillion were announced. when these record-breaking deal volumes are combined with the Great Resignation, runaway inflation, and geopolitical instability, it's clear that managing people, leadership and culture will either create or destroy value.
Join us for the 2023 virtual conference, where our amazing speakers will share what they've learned about HR M&A from hundreds of deals affecting thousands of people. Topics cover the entire deal lifecycle, from inception to integration emphasizing where HR makes a difference. We are excited to bring back the virtual format since it was so successful in 2021. This also gives an opportunity for more practitioners to join us globally who haven't been able to travel for our in-person conferences.
Special thanks to Platinum Sponsor Globalization Partners and Bronze Sponsors M&A Science and MergerWare. This conference is presented by the HR M&A Roundtable. Founded in 2017, the HR M&A Roundtable is a forum where practitioners teach practitioners how people, leadership, and culture drive M&A deal value.
SPONSORS
2023 SESSIONS
Day 1 - July 18, 2023
All times are Central
10:00 AM
Around the World and Back: effective strategies for global mobility during deals
Hear from our panel of experts while we explore the complexities of global mobility during Mergers & Acquisitions (M&A). The panelists will discuss best practices as we tackle tough topics like budgeting for mobility programs, effectively managing relocation benefits, partnering with selecting service providers, effective communication strategies, and leveraging technology for efficient data management to ensure seamless global mobility during and after a deal.
Panelists
Kevin Burke - Moderator
Director, M&A, Globalization Partners
Jillian Nelson
Global HR Business Partner, M&A, Olympus Corporation
10:15 AM
Keynote – TBD
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Presenter Name
Presenter Title
11:00 AM
Break
11:30 AM
Untangling the People Puzzle: Navigating Divestitures in HR M&A
Masterclass Track
In this session, we will delve into the complexities of divestitures in HR M&A and discuss strategies for success. HR M&A can be particularly challenging as it involves people, culture, and talent management. We will explore common pitfalls and best practices for managing the people side of divestitures, including communication, employee engagement, retention, and compliance. Attendees will leave with a better understanding of how to navigate divestitures in HR M&A to optimize organizational success.
Lisa Gibson
Senior Manger, HR M&A
Applied Materials
Change Ahead: Navigating M&A Integrations with Confidence
Essentials Track
This session will provide insights on how to navigate the complexities of M&A integrations with confidence. Attendees will learn how to identify key challenges and develop a roadmap for successful integration as we discuss strategies for cultural integration, communication, and talent management to ensure a smooth transition. We'll also cover the importance of stakeholder management and risk mitigation to avoid potential roadblocks, so we're equipped with the tools and knowledge to navigate M&A with confidence.
Robin Johnson
Founder & Chief Change Leadership Advisor
DesignOrg Solutions
12:30 PM
Break
1:00 PM
Middle Managers in M&A: Driving success and Navigating Challenges
In this session, we will delve into the complexities of divestitures in HR M&A and discuss strategies for success. HR M&A can be particularly challenging as it involves people, culture, and talent management. We will explore common pitfalls and best practices for managing the people side of divestitures, including communication, employee engagement, retention, and compliance. Attendees will leave with a better understanding of how to navigate divestitures in HR M&A to optimize organizational success.
Panelists
Susan Hanold - Moderator
HR M&A Leader
Yvonne Brown
Sr. Manager - HR M&A, Medline Industries
Mark Walztoni
Senior Partner, The Walztoni Group
Sachin Kumar
Head of M&A Strategy and Integration, Okta
1:00 PM
Sponsor Panel
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Susan
Moderator ??
2:00 PM
Break
2:30 PM
How to Read an M&A Agreement
Masterclass Track
In this session, attendees will learn how to effectively read and analyze M&A agreements. We will explore key terms and clauses commonly found in M&A agreements, including representations and warranties, indemnification, and closing conditions. The session will also cover the importance of due diligence and how to identify potential red flags. Attendees will leave with a better understanding of how to read and interpret M&A agreements, and be better equipped to navigate the M&A process.
Mike Frank
Partner
Hogan Lovells
Connecting the Dots on a Big Deal
Essentials Track
This session will provide insights on how to successfully navigate and close a big deal. We will discuss strategies for building relationships with key stakeholders, identifying and addressing potential roadblocks, and developing a comprehensive deal plan. The session will also cover the importance of effective communication and collaboration across all teams involved in the deal. Attendees will leave with a better understanding of how to connect the dots on a big deal, and be equipped with the tools and knowledge to successfully close it.
Marsha Findlay
Director, HR M&A
Assurant
3:30 PM
The Real Deal - Small Group Networking & Collaboration
Klint C. Kendrick, PhD, SPHR
Chair, HR M&A Roundtable
HR M&A Leader at a Fortune 500 Company
Brendan McElroy
Executive Director
This session provides an opportunity for attendees to connect with peers and expand their professional networks in a small group setting. Participants will have the chance to engage in meaningful conversations and share insights on topics of mutual interest. Facilitators will guide the group through a variety of icebreaker activities designed to promote conversation and connection. Attendees will leave with new connections and potential collaborators, expanding their professional network and fostering future opportunities.
10:15 AM
Keynote – TBD
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Presenter Name
Presenter Title
1:00 PM
Sponsor Panel
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Susan
Moderator ??
Day 2 - July 19, 2023
All times are Central
10:00 AM
Welcome to Day 2
10:15 AM
Emerging Trends in HR M&A
Join us as we explore the latest trends in HR M&A and their potential impact on the future of the industry. We will discuss emerging topics such as remote work, diversity and inclusion, and employee experience, and how they are shaping the M&A landscape. Attendees will gain insights into the current state of the industry and be better prepared to navigate future deals. The session will also provide opportunities for discussion and exchange of ideas among attendees.
Hosted by HR M&A Regional Leaders
Rey Ramirez (Moderator)
Management Consultant, Thrive HR Consulting
Lynette Buitt
HR M&A & Change Consultant, Buitt Consulting
Ned Eustace
Founder, High Bridge Leadership
Barbara Carmichael
VP -Acquisitions and Divestments, HR, Eaton Corporation
11:00 AM
Break
11:30 AM
DE&I in M&A
Masterclass Track
This session will explore the importance of Diversity, Equity, and Inclusion (DE&I) in M&A deals. We will discuss strategies for identifying and addressing potential DE&I challenges in the M&A process, including due diligence and integration planning. The session will also cover best practices for promoting DE&I throughout the M&A process, from deal sourcing to post-merger integration. Attendees will leave with a better understanding of the role of DE&I in M&A and be equipped with the tools and knowledge to foster a more inclusive M&A process.
Sandhya Gopalkrishna & Diallo Dphrepaulezz
Johnson & Johnson
Balancing the Scales: Achieving Compensation Alignment in HR M&A
Essentials Track
In this session, we will discuss the challenges and best practices for achieving compensation alignment in HR M&A deals. Attendees will learn how to identify potential compensation-related issues during the due diligence process and strategies for addressing them in the deal negotiation and post-merger integration phases. The session will also cover best practices for integrating compensation and benefits programs to create a unified and equitable total rewards package. Attendees will be equipped with the tools and knowledge to achieve compensation alignment in HR M&A deals.
TBD
12:30 PM
Break
1:00 PM
Building a Premier HR M&A Function
Hosted by Kim Jones, Nathan Stanley, and Helen Halverson, this session will provide insights on how to build and maintain a world-class HR M&A function. We will discuss strategies for effective team structuring, process development, and stakeholder management. The session will also cover best practices for talent acquisition and retention, as well as communication and cultural integration. Attendees will leave with a better understanding of how to build a successful HR M&A function, and be equipped with the tools and knowledge to lead their teams to success in future deals.
Microsoft HR M&A Team
2:00 PM
Break
2:30 PM
Closing Keynote:
Retention Survey Results
Klint C. Kendrick, PhD, SPHR
Chair, HR M&A Roundtable
HR M&A Leader at a Fortune 500 Company
Brendan McElroy
Executive Director
HR M&A Roundtable
3:30 PM
Networking Mixer
SPEAKERS
Jillian Nelson
HR Director, Global Human Resources
Olympus Corporation of the Americas
A little about us...
M&A affects companies, employees, and communities, so doing M&A well makes a difference. The HR M&A Roundtable is a peer-learning forum for M&A professionals with experience managing people, culture, and leadership issues in Mergers & Acquisitions.
Founded in 2017, it was created to provide a solicitation-free environment where members share their own experiences, including lessons learned and best practices. This forum is for M&A practitioners to develop both personally and professionally, making a difference for everybody involved in and affected by transactions.
We provide free year-round programming, including roundtables, webinars, and happy hours; and have been conducting virtual programs for years! We also support graduate-level interns and promote professional M&A research, all with the goal of elevating our professional practice.
TESTIMONIAL
2023 DATES
VIRTUAL CONFERENCE 2023
JULY 18-19
Also included with conference
SHRM & HRCI credits
Unlimited access to all replays and slides
Networking with seasoned HR M&A professionals
TODAY'S PRICE = $499
EARLY BIRD PRICE = $399
Available until April 30
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