Corporate Development & Strategy

1 Day Meeting

2018 Leadership in Corporate Divestitures and Acquisitions

New York, NY Dec 13, 2018

Overview

Argyle is bringing together leading corporate divestiture, acquisition, and M&A executives for our annual Corporate Divestitures and Acquisitions Forum in New York City. Throughout a full day of thought leadership content and networking, we will focus on the most pressing issues that M&A executives are facing as the year comes to a close.

We will explore what new challenges and opportunities financial executives are anticipating in the coming year, with an agenda geared specifically towards Chief Strategy Officers, Chief Corporate Development Officers, in addition to executives in Corporate Development, Business Development, M&A, Financial Planning & Analysis, Transaction, and M&A Counsel in leadership roles. 

Topics our speaking faculty will explore include:

  • How the 2018 U.S. Tax Code overhaul impacts current and future deals domestically and abroad
  • Predictions on how political, regulatory and economic conditions will impact deal activity in 2019
  • Understanding how the skillset of the modern day dealmaker is evolving
  • How technology is improving deal identification, sourcing, analysis, and execution
  • Discussing success metrics for acquisitions
  • Exploring strategies and best practices for expediting the close process
  • The role analytics plays in impacting deal sourcing and execution


Our keynote presentations, fireside chats, panel sessions, and networking breaks will enable candid discussions with your peers focused on these topics and more.

We look forward to hosting you alongside our community of Fortune 500 M&A leaders hailing from the heart of New York City and beyond.

Additionally, attendees of our Finance Channel Live Events Can Earn CPE Credits!

Participants of our live Finance Channel events have the opportunity to earn continuing professional education (CPE) credits. CPE certificates will be awarded on a per request basis and according to NASBA standards.

Field of Study: Finance
Level: Intermediate to Advanced
Prerequisite: None
Advanced Prep: None Needed
Delivery method: Group Live
Number of credits:  6         
Refunds: Since there is no charge to attend this event, there are no refunds following registration

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Speakers

If you'd like to recommend a speaker, please email speakerinquiry@argyleforum.com

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Vincent Ryan

Editor-in-Chief

CFO Magazine and CFO.com

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Tom Allen

Head of M&A

Midaxo

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Beth Bovis

Vice President & Partner

A.T. Kearney

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Desiree Castillejos

Chief Strategy Officer & VP of Corporate Development

Kimball Electronics

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Meredith Cook

Global M&A Counsel

Dr. Reddy's Laboratories

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Bob Haas

Partner

A.T. Kearney

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John Hammond

Partner

CMS Germany

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Mark Herrington

Operating Executive

Marlin Equity Partners

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Saniah Johnson

Head of US Corporate Development

Macquarie Group

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Lisa Kaplowitz

Assistant Professor of Professional Practice

Rutgers Business School

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Daniela Murer

Partner

CMS

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Angela Olden

Chief Financial Officer

Girl Scouts of the USA

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Zarifa Reynolds

Senior Director, Corporate Strategy & Development

TIAA

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Edward Richards

Vice President, Corporate Business Development

Lubrizol Corp.

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Tony Smits

Director, Acquisitions

The Lubrizol Corporation

Agenda

This event will feature insights from top executives, including

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8:00am - 9:00am
Breakfast
9:10am - 9:15am
Opening Remarks by CFO Publishing

Vincent Ryan
Editor in Chief
CFO Magazine and CFO.com

9:15am - 9:55am
Fireside Chat: "The Role of Corporate Business Development for Identifying & Creating M&A Opportunities"

Corporate Business Development is a strategic framework to identify, define, analyze and prioritize a list of relevant acquisition target opportunities.These can represent small to medium-size, bolt-on opportunities that fit with existing business segments; or major, completely new platforms for the company. The purpose is to strengthen the competitive position of the company and accelerate its growth through a proactive, calculated acquisition strategy.

Edward Richards
Vice President, Corporate Business Development
Lubrizol Corporation

Vincent Ryan
Editor in Chief
CFO Magazine and CFO.com

9:55am - 10:15am
Thought Leadership Spotlight featuring A.T. Kearney: "Culture in Integrations: Sticking to your Aspirations"

Session Topics will include:

  • Recognition of interest in doing culture integration well – play out the upside and downside risks
  • But play back the scenario when synergies are at risk, close date slips, or other distractions pop up.
  • How do you stick with culture?
  • Go through our culture toolkit:
    • Start assessment early – this should be a part of due diligence for major strategic transactions
    • Embed Culture in the IMO / workstreams early – get to the one aspirational culture quickly
    • Build the roadmap to speak to both organizations using their familiar tools and mechanisms
    • Pulse checks / dashboards / etc. to monitor over time
    • Leadership commitment – make it visible and credible

Bob Haas
Private Equity & M&A Global Practice Lead
A.T. Kearney

Beth Bovis
Vice President & Partner
A.T. Kearney

10:15am - 10:40am
Networking Break
10:40am - 11:00am
Thought Leadership Spotlight featuring CMS: "Development of and Outlook to the European M&A Market and how the Brexit affects the European M&A Market"

Session topics include, but aren't limited to:

  • Overview of the latest development of the Brexit
  • Legal and political issues of the Brexit
  • Impact of the Brexit on the European market and how are businesses in Europe affected by this?
  • Outlook for Europe as a whole in 2019

Daniela Murer
Partner
CMS

John Hammond
Partner
CMS

11:00am - 11:50am
Panel Discussion: "Driving Successful Divestitures and Carve-Outs in the Modern Marketplace"

Session topics include, but aren't limited to:

  • How does an organization determine when and what to divest?
  • What does the internal thought process look like?
  • What are the strategic and financial objectives of divesting?
  • Valuations: How do you find the common ground from the buyer and seller perspective?
  • When determining the parameters of a carve-out, what information is pertinent and needed to be successful?
  • In what ways can private equity be a meaningful player throughout the carve-out process?
  • What are some of the challenges that you frequently encounter in a divestiture transaction from both the buyer and seller perspective?
  • How have you seen private equity be a key player in divestiture transactions?
  • How are you working to improve the processes involved in these deals to ensure success?
  • In what ways can private equity help drive this success?

Moderator:

Desiree Castillejos
Chief Strategy Officer & VP of Corporate Development
Kimball Electronics

Panelists:

Tom Allen
Head of M&A
Midaxo

Meredith Cook
Global M&A Counsel
Dr. Reddy’s Laboratories

Mark Herrington
Operating Executive
Marlin Equity Partners

Tony Smits
Director, Acquisitions
The Lubrizol Corporation

 

11:50am - 12:10pm
Networking Break
12:10pm - 12:55pm
Fireside Chat: "The Inter-Relationship between Strategy and Corporate Developments"

Saniah Johnson
Head of US Corporate Development
Macquarie Group

Zarifa Reynolds
Senior Director, Corporate Strategy & Development
TIAA

1:00pm - 2:00pm
Lunch
2:00pm - 2:35pm
Fireside Chat: "Approaching Mergers, Acquisitions, and Divestitures from Differing Arenas"

What makes a nonprofit M&A deal different from a for-profit deal? Why would a nonprofit seek to expand, when financial growth is not the main motivator? What happens when a nonprofit divests an asset? Join us for a conversation that explains why a nonprofit would seek to acquire additional assets, what the nonprofit acquisition and divestiture landscape looks like, and how this differs from the for-profit dealmaking world.

Lisa Kaplowitz
Assistant Professor of Professional Practice
Rutgers University

Angela Olden
CFO
Girl Scouts of the USA

 

 

2:35pm - 3:20pm
Roundtable Discussions: "Best M&A Practices"

Join us for an interactive discussion as we hear from a corporate development leader on 2018 trends in corporate development and how the landscape in 2019 will be affected. Get involved as the audience participates in roundtable discussions and presents their own experiences and solutions.

Vincent Ryan
Editor in Chief
CFO Magazine and CFO.com

3:20pm - 3:55pm
Fireside Chat: "The Legal Implications of Cross-Border Acquisitions and Divestitures"

Session topics include (but are not limited to):

  • How long has your company pursued cross-border M&A?
  • What are the most common roadblocks your organization encounters when enacting cross-border transactions? (governance-related, regulation-related, tax, etc)
  • How do new domestic regulations impact current and future M&A transactions?
  • How has the updated US Tax Code impacted your company’s transactions?
  • What are the more acquisition-friendly geographic areas where your company seeks opportunities (if any)?
  • What are the geographic areas your company is divesting from?
  • What are best practices you have developed in achieving synergy between the deal-making team(s) and post-acquisition integration team(s)?
  • How has your organization has developed for differing legal status for issues like gender pay gaps, energy usage, carbon emissions, etc. that may not be codified in the US, but are written into law elsewhere?
  • How has cross-border acquisition or divestiture helped your company’s strategic growth?

Desiree Castillejos
Chief Strategy Officer & VP of Corporate Development
Kimball Electronics

Meredith Cook
Global M&A Counsel
Dr. Reddy’s Laboratories

3:55pm - 4:00pm
Closing Remarks by CFO Publishing

Vincent Ryan
Editor in Chief
CFO Magazine and CFO.com

4:00pm - 5:00pm
Closing Reception
*Schedule and timing is subject to change

Sponsors

Interested in sponsoring an event ?

Speak to one of our dedicated sponsorship teams sponsorship@theargyleforum.com

Sponsorship Information

This event will feature insights from top executives, including

  • Thought Leadership Spotlight Partner

  • Thought Leadership Spotlight Partner

  • Panel Partner

  • Panel Partner

  • Breakout Session Partner

  • Breakout Session Partner

Hotels

Traveling for the event? Stay at one of our recommended hotels nearby


The following hotels are recommended by Argyle Executive Forum. Please note that we do not have a corporate rate. For details on where the event will take place, please contact your Argyle relationship manager.

The Fitzpatrick Grand Central logo

The Fitzpatrick Grand Central

141 E. 44th Street
New York, NY 10017

Telephone: (800) 367-7701