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Surgent's Controllership Skills Update: M&A and Alliances (CON4)
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This program continues to expand the topics covered in the existing Controllership Skills Update series. This brief session is aimed at renewing your existing skills and providing specific actions to improve your organization's results. This session provides an outline and discussion, including specific actions, for financial professionals focused on improving the results of an acquisition, sale, or formation of an alliance.

 Export to Your Calendar 12/12/2016
When: Monday, December 12, 2016
11:00 AM - 1:00 PM
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


Online registration is available until: 12/12/2016
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Acronym CON4
CPE 2 hours
Category
Accounting, Business Mgmt & Org
Level Update
Vendor Surgent
Who should attend

Public, private, and non-profit organizations and their members – CFOs, CEOs, controllers, auditors and managers

Prerequisite
Experience and/or exposure to financial management
Fees: Early Bird
Standard
Member N/A
$89
Non-Member: N/A
$109

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description 
This program continues to expand the topics covered in the existing Controllership Skills Update series. As with the our three other offerings (Risk Management; Budgeting and Forecasting; and Survival Skills), this brief session is aimed at renewing your existing skills and providing specific actions to improve your organization's results. Mergers/acquisitions and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acquired firm, with the acquirer, and provide a single organization with increased growth potential has been somewhat shaky. The near collapse of the credit markets starting in late 2007 had a significant impact on acquisitions. More recently, M&A activity has grown to near, or record levels. However, the types of transactions have changed. Strategic transactions, compared to equity investments, are the primary driver. This session provides an outline and discussion, including specific actions, for financial professionals focused on improving the results of an acquisition, sale, or formation of an alliance.

Major Topics

  • Recent trends, transactions, and the economic environment
  • Reasons for M&A and alliances
  • Identifying non-strategies
  • Selecting appropriate valuation techniques
  • Establishing an environment to improve the outcome of your negotiations, including Do’s and Don’ts
  • Major steps in the due diligence process
  • Post-completion activities

Objectives

  • Identify and discuss the unique role of financial professionals participating in a potential transaction
  • Become aware of the potential pit-falls
  • Keep informed of the skills required for successful transactions
  • Develop an integrated framework, with specific actions, to manage the selection, valuation, negotiation and execution of a transaction

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