Post Merger Integration Conference Building a Sustainable, Global Enterprise

Transcription

1 The 2012 Post Merger Integration Conference Building a Sustainable, Global Enterprise May 22 23, 2012 InterContinental New York Barclay June 14 15, 2012 Hotel Nikko, San Francisco Discover how the most experienced, serial acquirers structure and fine-tune their capabilities to integrate new businesses Consider different approaches to drive performance and accountability Revamp the metrics you use and overcome the challenge of getting good data - to ensure your merger stays on track Explore different practices that can be put in place to excite and motivate key talent globally Sponsored by

2 Tuesday, May 22, 2012 New York Thursday, June 14, 2012 San Francisco registration & continental breakfast 8 8:45 am welcome and introductions 8:45 9 am a 9 10 am Current Merger Dynamics: What We re Seeing in the Market What characterizes the current wave of mergers and how prepared are you to meet the growing expectations of M&A s promised value? This session will describe recent trends and developments in the M&A landscape and will also include insights from a pre-conference survey taken by participants. Rob Rosiello, Director, McKinsey & Company, Inc. b am Ensuring Integration Preparedness in Your Organization Increasingly, M&A has become an essential strategy for growth and transformation. For some, it s a matter of survival. Regardless if the deal is a large cap, small gap filler or an overseas target, what is the critical mindset for success? How should you organize your activities and resources to select the right deals and execute on the strategic rationale of the acquisition? Moni Miyashita, Senior Advisor, McKinsey & Company, Inc., Former Vice President, M&A Strategy & Investments, IBM Corporation networking refreshment break 11 11:15 am c 11:15 am 12:30 pm Rigorous Performance Management: Using Metrics to Drive Value and Reinforce Accountability What metrics do you use and how do you manage the challenge of getting good data to ensure your merger stays on track? How long after a deal is closed do you keep track of merger performance and what tools are out there to help? What leading indicators do you use to measure success? What rhythm of reporting and performance dialogues generate the most motivation and accountability with integration teams? We will investigate these and similar questions. Sandy Blyth, Senior Director, Integration Management, Venture Integration Group Microsoft Corporation Kent Oakley, PMP, Enterprise Information Technology, Director - Acquisitions & Divestitures, Cardinal Health Simon Farrant, Integration Manager - Smith Merger, Schlumberger San Francisco Only Steve Twait, CSAP, Senior Director, Alliance Management and M&A Integration Eli Lilly and Company Call Customer Service at

3 luncheon 12:45 1:45 pm concurrent session d1 1:45 2:45 pm Integration Capability Building: Ramping up the Pace and Scale Investing time in capability building may seem an unaffordable luxury when merging companies are struggling to integrate and maintain their business momentum. Yet building capabilities is vital to capturing long-term value from the deal and it does not automatically come with experience. Lila Kung, Director, Corporate Development, Ericsson, Inc. Kathleen Woods, Director of M&A Integration, Applied Materials, Inc. concurrent session d2 1:45 2:45 pm The Eye of the Storm: The Role of the Integration Lead The business case for value creation in many mergers turns on maintaining historical revenue growth while achieving account synergies and cross-selling products to customers. These aspirations make the newly combined sales force critical to merger success. But in many types of mergers integrating sales operations ranks among the hardest to execute. The hidden value of many mergers lies in transforming the sales force quickly and building a sales organization that is truly more than the sum of its parts. James Kemp, Director, Business Operations, Adobe Systems, Inc. networking refreshment break 2:45 3 pm concurrent session e1 3 4 pm Successful Merger Integration Requires Active Change Leadership The mechanics of an integration are not particularly unique or challenging in and of themselves, but the conditions surrounding a merger the pace, the pressure, the stress and uncertainty combined with the sheer volume of difficult decisions can quickly overwhelm even the most capable managers and the most sophisticated organization. This session will discuss how to apply high-engagement, change management techniques to provide clarity, transform corporate culture, increase employee engagement and pave the way for sustainable change. Dana Hughes, Senior Director, Worldwide Strategy & Innovation, Pfizer Inc. Rene Hartner, Senior Director, Corporate Strategy and Business Development SanDisk Corporation San Francisco Only Manish Bhatia, Senior Vice President, WW Operations, SanDisk Corporation

4 concurrent session e2 3 4 pm Communicating to Multiple Stakeholders An organization s ability to achieve its business objectives depends on how well it engages, aligns, and motivates various stakeholder groups, including employees, customers and suppliers. Success hinges on the ability of a company to carry on an effective two-way dialogue with these different constituencies throughout the integration process. John R. Barrows, Vice President, Communications, Avis Budget Group, Inc. Rick Purdy, Chief Human Resources Officer, ResCare networking refreshment break 4 4:15 pm f 4:15 5:15 pm Insights and Best Practices Brian Kelley, President & General Manager, Still Beverages and Supply Chain BU Coca-Cola North America networking cocktail reception 5:15 6:15 pm hosted by Wednesday, May 23, 2012 New York Friday, June 15, 2012 San Francisco continental breakfast 8:30 9 am g 9 10 am Lessons Learned from Serial Acquirers Those reaping the greatest long-term rewards from the markets often take a distinctive approach to M&A. How do the most experienced, busiest acquirers structure and fine-tune their capabilities to integrate new businesses? How do they capture the most value? One thing is certain, successful acquirers focus more effort up front. Starting with pre-deal analysis (which can identify potential problems early) continuing through negotiations (which can drive smoother, more successful post-deal outcomes), the markets are more likely to reward companies that employ a rigorous, disciplined approach early in the process. Research shows that acquirers that start strong out of the gate are more likely to meet or exceed targets and ultimately capture the acquisition s full value. Oliver Engert, Director, McKinsey & Company, Inc. networking refreshment break 10 10:15 am Call Customer Service at

5 h 10:15 11:15 am Protect Your Investment: Retain and Engage Key Talent A talent drain can destroy significant value and seriously derail your integration efforts. What practices can be put in place to excite and motivate key talent not just in leadership positions but also employees critical to maintaining business momentum? Perhaps equally damaging, though, are the employees who remain but don t perform. They can be negative, unproductive and bring down overall morale. How do you prevent them from undermining the entire integration process? How do you minimize the damage? Sherry Hill, Director, HR M&A, Venture Integration Group, Microsoft Corporation Chris Lubrano, Vice President, Organization Effectiveness, MetLife San Francisco Only Dave Daetz, Senior Director, Corporate Development and Strategic Business Development, HP i 11:15 am 12:15 pm Panel Discussion: Managing Opportunity and Risk in High Growth Markets Cross-border mergers and acquisitions are increasing in virtually every sector around the globe. While transactions in high-growth markets offer significant advantages, they also pose myriad challenges, ranging from difficulties in obtaining reliable, accurate information about a target to cultural, political, and regulatory hurdles. Aileen Stockburger, Vice President Worldwide Business Development Johnson & Johnson Robert Duffy (Rob), General Manager, Global Business Development General Electric Company Barry Malkin, Vice President Head of Corporate Development, Apollo Group, Inc. William Striebe, Vice President, Business Development United Technologies/Carrier Corporation adjournment 12:15 pm

6 Registration Information Online Phone :30 am to 5:30 pm ET Monday through Friday The 2012 Post Merger Integration Conference Building a Sustainable, Global Enterprise Conference (B ) Conference (B ) Dates: May 22 23, 2012 Dates: June 14 15, 2012 Location: Location: InterContinental New York Barclay Hotel Nikko, San Francisco Associates $2,250 Non-Associates $2,550 Hotel Accommodations Fees do not include hotel accommodations. For discounted reservations, contact the hotel directly no later than the cut-off date and mention The Conference Board Post Merger Integration Conference. InterContinental New York Barclay 111 East 48th Street New York, NY Reservations Tel Direct Tel Hotel reservations cut-off date Monday, April 30, 2012 Hotel Nikko 222 Mason Street San Francisco, CA Tel NIKKO SF Toll-Free Reservations Hotel reservations cut-off date Wednesday May 23, 2012 Cancellation Policy Full refund until three weeks before the meeting. $500 administration fee up to two weeks before the meeting. No refund after two weeks before the meeting. Confirmed registrants who fail to attend and do not cancel prior to the meeting will be charged the entire registration fee. Team Discounts per person For a team of three or more registering from the same company at the same time, take $300 off each person s registration. One discount per registration. Multiple discounts may not be combined. Printed on New Leaf Insight (FSC ), which is made with 100 percent recycled fiber and 100 percent post-consumer waste, processed chlorine free, and designated Ancient Forest Friendly TM. Printed and bound by Sheridan Printing, Inc., Alpha, NJ, an FSC -certified printer. No films or film-processing chemicals where used in the printing. The Conference Board and the torch logo are registered trademarks of The Conference Board, Inc. Program subject to change. April 2012

7 The 2012 Post Merger Integration Conference Building a Sustainable, Global Enterprise May 22 23, 2012 InterContinental New York Barclay June 14 15, 2012 Hotel Nikko, San Francisco The Conference Board 845 Third Avenue, New York, NY Promotion Code