Venue

Hilton Orlando
6001 Destination Parkway
Orlando, FL 32819
Tel: 1-407-313-4300


Sponsorship & Exhibit Opportunities

To find out how to customize a sponsorship/exhibit package which is most appropriate for your institution, please contact Jack Lynch at (212) 803-8803


Track: M&A

Monday, October 21, 2013

2:30 p.m. - 3:20 p.m.
M&A Roadblocks to Avoid (MAS)
Joel Sinkin, President, TRANSITION ADVISORS, LLC

Sponsored By:



What are the roadblocks that come up most frequently in M&A deals, and how can you overcome them? This session will help attendees navigate the difficult issues that tend to rise to the surface, including factors that might impact the financial terms and deal structure and how to get past any emotional landmines you may encounter along the way.

4:45 p.m. - 5:35 p.m.
Making Mergers Work (BMO)
Steven Berger, Esq., Shareholder, VEDDER PRICE P.C.

Sponsored By:



Preparing your firm for a merger is a monumental task, whether you’re the acquirer, the acquired firm or an equal merger partner. This presentation will focus on managing the process before and after the merger to maximize the success of the merger.

Tuesday, October 22, 2013

9:10 a.m. - 10:00 a.m.
MPs on M&A (M)
Glenn Friedman, Co-Managing, Partner, PRAGER METIS INTERNATIONAL LLC
Ronald Loberfeld, CPA, Principal, Managing Partner, ABRAMS LITTLE-GILL LOBERFELD PC

Sponsored By:



In this insightful session, two managing partners with deep experience in accounting firm M&A offer their insights and experience direct from the trenches.

11:40 a.m. - 12:30 p.m.
Case Studies in M&A (BMO)
Moderator: Max Krotman, JD, Managing Partner & General Counsel, GLOBALFORCE INTERNATIONAL, INC.
Panelist: Glenn Friedman, Co-Managing Partner, PRAGER METIS INTERNATIONAL LLC
Panelist: Justin Schafer, JD, Director, Underwriting, Eastern United States, BANK OF AMERICA PRACTICE SOLUTIONS
Panelist: Eugene Shalik, CPA, Managing Partner, SHALIK, MORRIS & COMPANY, LLP

Sponsored By:



Most firms will only go through one or two mergers or acquisitions in their lifetimes – which means they don’t get a chance to get good at it. This session offers real-life expertise from two firm leaders who’ve survived and thrived through a number of deals, as well as an overview of what’s happening right now in the M&A field.