JOIN US FOR THE 2024 HR M&A SPRING CONFERENCE
M&A is Back in 2024!
Improving financial markets, growing demand, and the need for strategic transformation make it likely that 2024 will see a resurgence in M&A activity – and we need to be ready!
The next wave will require us to look beyond spreadsheets and financials, with firms that can lead through disruptive change coming out on top.
Join us for the 2024 hybrid conference, where our roster of amazing speakers will share what they've learned through 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 host our first-ever hybrid conference! You can join us live in Boston or connect virtually from anywhere around the world.
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.
Platinum Sponsor
Bronze Sponsors
2024 SESSIONS
Day 1 - April 23, 2024
All times are Eastern
9:00 AM
Boston Only Breakfast Buzz
Semi-Structured Networking
Panelists
Kevin Burke - Moderator
Director, M&A, Globalization Partners
Jillian Nelson
Global HR Business Partner, M&A, Olympus Corporation
James Sharpe
Vice President, Benefits, M&A and Mobility, Wiley
Nicole Forbes
Deputy General Counsel, Globalization Partners
10:00 AM
Opening Keynote - Rights, Regulations, and Realities:
Legal Insights into International HR M&A
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Presenter Name
Presenter Title
11:00 AM
Networking Break
11:30 AM
Boston Workshop
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 Purvi Shah
Senior Manger, HR M&A Director HR M&A
Applied Materials Applied Materials
Taking on Transitions: Change Plans that Work
Virtual Workshop
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
Lunch Break
1:30 PM
Panel - Middle Managers will Make or Break Your M&A
In the ever-changing landscape of mergers and acquisitions (M&A), middle managers play a crucial role in facilitating smooth transitions and ensuring post-deal success. This session will delve into the unique challenges faced by middle managers and equip them with practical strategies to effectively lead their teams during the M&A process. From aligning diverse cultures and managing resistance to fostering collaboration and driving innovation, participants will gain valuable insights to navigate complexities and maximize value creation. Don't miss this opportunity to enhance your M&A leadership skills and drive success in your organization.
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
2:30 PM
Networking Break
3:00 PM
Fireside – Strategic Partnerships: Corp Dev and HR working together:
Closing Comments
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.
Mark Walztoni
Managing Partner
The Walztoni Group
4:00 PM
UMASS Mixer
Boston Only
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.
Day 2 - April 24, 2024
All times are Eastern
8:00 AM
Mergenuity Metrics & Scorecards Edition
Boston Only
9:45 AM
Networking Break
10:00 AM
Panel - Benefits Blueprint: Designing a Comprehensive Strategy during M&A
10:00 AM
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
Networking Break
11:30 AM
Taking on Transitions: Change Plans that Work
Boston Workshop
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
Retention Realities: Effective strategies for keeping top talent
Virtual Workshop
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.
Elise Vaughn
HR M&A Leader
12:30 PM
Lunch Break
1:30 PM
Workshop - Optimizing the Wait: Navigating Delayed Integration
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.
2:30 PM
Networking Break
3:00 PM
Fireside: Maximizing Value in Spinoffs and IPOs
SPEAKERS
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
SPRING CONFERENCE
IN PERSON
In Person Conference ticket
In-person Mixer
Mergenuity: Scorecard Edition
International Deals training can be added for an additional $495
TODAY'S PRICE = $995
EARLY BIRD PRICE = $399
Available until April 30
SPRING CONFERENCE VIRTUAL
Virtual Conference ticket
VIRTUAL PRICE = $495
EARLY BIRD PRICE = $399
Available until April 30
2024 SESSIONS
Frequently Asked Questions
Where is the in person conference taking place?
Globalization Partners will be hosting the HR M&A Roundtable in their offices in Boston, MA.
175 Federal St 17th Floor, Boston, MA 02110
What time does the event start and end each day?
We plan to begin at 9 am ET and end at 5 pm ET each day of the conference with 30 minute breaks between sessions so you can catch up with deal calls and emails.
Does the in-person price include hotels?
The in-person ticket provides you with entry to the conference as well as meals each day but does not include other accommodations such as hotels.
Do you have a preferred hotel for the conference?
We do not, please feel free to stay wherever you like in the area.
My entire team is interested in going, can we get a group rate?
To discuss group options, please contact Brendan at brendan.mcelroy@mandaroundtable.com
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