JOIN US FOR THE 2024 HR M&A SPRING CONFERENCE

HR Mergers and Acquisitions Roundtable

SPRING CONFERENCE 2024

In Person - Boston, MA

Online Anywhere

April 23-25, 2024

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.

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Platinum Sponsor

Logo for Globalization Partners - Platinum Sponsor

Bronze Sponsors

M&A Science logo - Bronze Sponsor
MergerWare logo - Bronze Sponsor

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

Retention Realities: Effective Strategies For Keeping Top Talent

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

Barbara Carmichael

Senior Director, Global Benefits/M&A

Willis Towers Watson

Brendan McElroy

Executive Director

M&A Roundtable

Mike Frank

Johnson & Johnson

Lisa Gibson

Director, HR M&A

Microsoft

Kim Jones

HR Director M&A

Microsoft

Klint Kendrick

HR M&A Leader

Fortune 500 Company

Lisa Gibson

Senior Manger, HR M&A

Applied Materials

Lynette Buitt

HR M&A & Change Consultant

Buitt Consulting

Marsha Findlay

Senior Manager: HR M&A Transactions

EY

Mike Frank

Partner

Hogan Lovells

Lynette Buitt

HR Director M&A

Microsoft

Ned Eustace

Founder

High Bridge Leadership

Marsha Findlay

Johnson & Johnson

Rey Ramirez

Management Consultant

Thrive HR Consulting

Robin Johnson

Founder & Chief Change Leadership Advisor,

DesignOrg Solutions

HR M&A Roundtable logo

HR Director, Global Human Resources
Olympus Corporation of the Americas

Marsha Findlay

Director, M&A

Globalization Partners

Rey Ramirez

HR M&A Leader

Robin Johnson

Head of M&A Strategy & Integration

Okta

HR M&A Roundtable logo

Senior Partner

The Walztoni Group

Marsha Findlay

Sr. Manager, HR M&A

Medline Industries

Vice President, Benefits, M&A and Mobility

HR M&A Leader

Director HR M&A

Applied Materials

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.

HR Mergers & Acquisitions Roundtable go

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

HR Mergers & Acquisitions Roundtable go

2023 DATES

HR Mergers and Acquisitions Roundtable

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

HR Mergers and Acquisitions Roundtable

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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