Chief Financial Officer

Half Day Meeting


Dec 11, 2019


Today’s marketplace is rife with opportunities for mergers, acquisitions, and divestitures, but challenges brought on by uncertain political, economic, and regulatory climates can complicate even the most routine transaction. Even after a deal is complete, organizations must face potential conflict from corporate governance differences and company culture clashes. The specter of activist investing and hostile takeovers further complicates modern deal-making. 

Argyle, in collaboration CFO Publishing and our CFO Advisory Board Influencers, has designed an agenda for the modern deal-maker in the M&A, finance, HR and legal fields so that you may walk away with actionable insights to close out transactions with strength. 

By attending this forum you will better understand: 

  • Predictions on how political, regulatory and economic conditions will impact deal activity in 2020
  • How the skill set of the modern day deal-maker is continuing to evolve
  • How to leverage technology to improve deal identification and execution
  • Best success metrics for acquisitions 
  • How to analyze strategies and best practices for expediting the close process

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

For inquiries as well as complaints concerning this event, you are welcome to send an email message to



Join Us at this Event

Who Should Attend


If you'd like to recommend a speaker, please email

Karen Ashley

Karen Ashley

VP, Corporate Development Integration


Rema Haran

Rema Haran

Managing Director


Philip Mann

Philip Mann

VP, Business Development

Yuneec USA

Gauruv Sud

Gauruv Sud

Senior Managing Director



Download Agenda
Argyle Opening Remarks
Keynote Presentation: Protecting and Investing in Human Capital to Accelerate Acquisition Value

Achieving the desired outcomes and value in an acquisition requires an intense focus on retaining and engaging the key talent of the acquired company.  This session will focus on some of the approaches to enhancing the experience of the acquired employees, and engaging the acquired talent through the acquisition lifecycle to deliver on the value.

Karen Ashley
VP, Corporate Development Integration

Deep Dive Roundtable Discussion: Strategies for Mitigating Risks in Merger & Acquisition Transactions

This discussion will focus on strategies designed to allocate risks away from parties to an acquisition, divestiture or other strategic transactions, and place those risks within a third-party insurance market as part of a structured policy. We will center the discussion on practitioner’s considerations relating to interplay with the purchase agreement and other transaction documents and due diligence processes. In addition we will discuss current trends in this rapidly-evolving marketplace around deal terms and claims.

Topics for discussion include, but are not limited to:

  • When and how M&A risk strategies should be implemented
  • Practical solutions, coverage features, and process points involved in M&A transactions
  • Maximizing deal value by providing a comprehensive view of risk
  • Learn how to help organizations and individuals better identify, quantify and manage their risk exposure

Gauruv Sud
Senior Managing Director

Networking Break
Fireside Chat: Best Practices & Lessons Learned- Cross-Border Acquisitions and Divestitures

Session topics include (but are not limited to):

  • What is the single most important thing to do in embarking on an M&A Strategy?
  • What are the typical  M&A criteria you need to set before evaluating the target company ?
  • What are the major financial curveballs in evaluating an M&A opportunity?
  • What are some of the pitfalls in integration after acquisition?

Rema Haran
Managing Director

Philip Mann
VP Business Development
Yuneec USA

Argyle Closing Remarks


This event will feature insights from top executives, including

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Advisory Board

We are proud to share with you the following Argyle Industry Influencers. Their contributions to Argyle help keep the programs we offer our membership current and relevant, so we can continue delivering you premiere experiences, content development, and membership engagement.