Global ROUNDTABLE
October 8, 2024 | 10:00 AM - 11:00 AM Central
Employee-Focused Benefits: Navigating Plan and Program Differences in M&A
FEATURING:
Joe Moran
Executive Vice President, IMA
Galen Young,
Vice President, IMA
Join us for a session that will provide HR professionals and M&A leaders with the tools and knowledge needed to review different employee benefits platforms during a transaction, with a particular focus on Health & Welfare plans.
Amongst the many complexities of M&A, ensuring that employees feel secure and well-informed about their benefits is crucial especially after a disruptive event like an acquisition or a merger. This session will provide HR professionals and M&A leaders with the tools and knowledge needed to review different employee benefits platforms during a transaction, with a particular focus on Health & Welfare plans. We’ll also cover effective communication strategies to ensure employees understand their options and feel supported throughout the transition. Join us to gain actionable insights and enhance your ability to manage benefits integration during M&A.
THIS GLOBAL ROUNDTABLE IS OPEN TO ALL HR M&A PRACTITIONERS.
We host global roundtables the 2nd Tuesday of every month.
Joe Moran
Executive Vice President, IMA
Joe Moran is a dedicated HR professional with a reputation for his intentional and empathetic approach to relationship-building within the HR community. He prioritizes creating psychological safety by being sensitive to existing relationships and strives to build a personal emotional connection (PEC) with those he engages. Joe is passionate about helping HR professionals envision successful collaborations and works tirelessly to be a valuable resource, connecting them with the services, resources, and talent they need to thrive.
In addition to his commitment to individual relationships, Joe is a leader in HR education and community-building. He has played a pivotal role in organizing and delivering educational workshops and spearheading initiatives like "The Emerging HR Leaders Peer Group," where he facilitates smaller, focused networking events. Joe finds professional fulfillment in meeting, building, nurturing, and maintaining relationships with a clear intention, always aiming to elevate his connections to a better place than they were before.
Galen Young
Vice President, IMA
Galen Young is the IMA Private Equity and M&A practice leader for employee benefits at IMA, and is responsible for managing and growing relationships and programs with private equity and venture capital firms. With over 15 years of consulting experience, including ten years at IMA, Galen leads the practice with a focus on aggregated programs and platforms as well as enhancing health and welfare programs for mid-sized firms. His expertise spans the entire client lifecycle ensuring strategic and tailored benefits solutions.
Galen's deep understanding of consolidated benefits is bolstered by his active involvement and experience with large, complex alternatively funded health and welfare programs as well as leading teams and units within the organization. His most recent experience within the firm was spearheading captive and association program strategies.
Galen is a graduate of the University of Missouri.
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QUESTIONS?
QUESTIONS?
What is the purpose of the roundtables?
Our virtual global and in-person regional roundtable discussions offer you a unique opportunity for networking, learning, and sharing your knowledge and experiences with your peers. At each session you’ll:
• Expand your network of professionals who share similar interests in Mergers & Acquisitions.
• Exchange experiences and know-how with other group members, allowing you to validate and share ideas, opinions, and best practices.
• Explore emerging practices and new trends in the HR M&A space
What is the HR M&A Roundtable?
The HR M&A Roundtable is a forum for Human Resources professionals and others managing the people, leadership, and culture issues in Mergers & Acquisitions. We offer roundtable sessions, training, tools, and an annual conference.
Who participates in roundtable discussions?
Participation is limited to HR or Corporate Development professionals who are either in a role with M&A responsibilities or who anticipate managing a transaction in the next 12 months.
Where are roundtable sessions held?
We host global virtual roundtable sessions every month. These 60-minute sessions focus on a particular topic of interest to practitioners. Discussions are led by a seasoned HR M&A practitioner who will help ensure what you share can be applied to your deal work. Past topics have included leadership retention, culture assessment, global deals, and total rewards alignment.
We also offer Regional Roundtable sessions in many cities, including Chicago, New York, Boston, Chicago, Dallas, Austin, Denver, and London. These sessions usually take place face-to-face but have moved to a virtual format in response to the pandemic.