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CPE credits are offered.

Track: M&A

Monday, November 3, 2014

3:40 p.m. - 4:30 p.m.
Making Mergers Work (BMO)
Steven Berger, Esq., Shareholder, VEDDER PRICE P.C.

This presentation will focus on the steps firms need to take when they are contemplating a merger, and the post-closing steps they need to take in order to ensure that the merger is successful.

4:45 p.m. - 5:35 p.m.
Living Happily Ever After: Branding Best Practices for Firm Mergers (BMO)
Joe Walsh, Principal, GREENFIELD/BELSER, LTD.
Stephen White, Principal, GREENFIELD/BELSER, LTD.

If your firm, large or small, is one of the many contemplating a combination (or more combinations), what should you do to manage the process smoothly while ensuring that your new brand reflects both you and your new partner equitably and memorably? This presentation will cover the best practices of managing brand integration through a merger and living happily ever after.

Tuesday, November 4, 2014

9:10 a.m. - 10:00 a.m.
Deal Killers in the Accounting Firm M&A World (MAS)
Peter Fontaine, Partner, NEWGATE PARTNERS
Bob Lewis, President, THE VISIONARY GROUP

Many otherwise-promising firm combinations fail due to deal killers that could have been identified and neutralized early in the M&A process -- controllable deal killers that you can evaluate before you spend the energy trying to accomplish a deal. This session will review what deal killers to discuss and evaluate in the initial set up of a search; explain how to set up a search and where pitfalls many occur; provide an overview to help participants assess the potential financing aspects to consider pre-search; and review some legal issues that can become barriers to closing a deal .

10:45 a.m. - 11:35 a.m.
Managing Professional Liability Risks in CPA Firm M&A (MAS)
Joseph Wolfe, Risk Control Consulting Director, CNA - ACCOUNTANTS PROFESSIONAL LIABILITY

Firm leaders weigh many considerations during the due-diligence, negotiation, and integration phases of a successful merger or acquisition. One of the most important considerations is the professional liability risk that can arise from combining with another firm. This presentation will illustrate issues through claim scenarios and identify some of those risks and recommends how to address them.