M&A SCIENCE VIRTUAL SUMMIT

The best M&A practitioners together.

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About the Summit

The M&A Science Virtual Summit is a gathering of top-level practitioners where they can share their lessons learned.

Putting together companies is complicated and taking them apart is even more complicated. With a lack of proven approaches, target value is often missed and many people are left frustrated.

Our mission is to evolve the M&A industry with science. We aim to share qualitative interviews from experienced practitioners. Learn how to extract valuable lessons that can be applied to your practice.

all speakers

Sr HR M&A Manager at Microsoft

Corporate Development Integration Lead at Cisco

Head of M&A Strategic Operations, Integration @Atlassian

Principal, Corporate Development Integration at Google

Executive VP Corporate Development - US Security Services @GardaWorld

Vice President Corporate Development at Presidio

Sr Director/Head of M&A Integration at Xilinx

SVP of Corporate Development & M&A at Neustar, Inc.

VP of Corporate Development at Flex

VP of Corporate Development at ANSYS, Inc.

Director Strategic Talent Initiatives at SC Johnson

Director Corporate Development at Microsoft

HR - Global Mergers, Acquisitions and Divestitures Manager at Caterpillar Inc

Chief Executive Officer at Appnomic

Senior Director at Alvarez & Marsal

Partner at The Agile Gorilla

Partner at The Agile Gorilla

Manager, M&A Integration - Corporate Development at Corning Incorporated

Senior Consultant & Project Manager at BTD

Co-CEO & Senior Managing Director at Valuation Research Corporation (VRC)

Field CTO at Dell Technologies

Global Head of Partner Channels | Partner Solutions & Platform Transformation @Travelex

Managing Partner at JKD Talent Solutions

Senior Director Corporate Business Development and Ecosystem at SAP

Head, Mergers & Acquisitions at BMO Financial Group

Director at Guidehouse

Pre and Post-Sales GTM and M&A Integration at Okta

Head of Experience Solutions Sales - Americas at VMware

Vice President, Global Compensation, Benefits and HRIS at VMware

Head of Jira Align at Atlassian

HR Executive, Integration Leader at Cytiva (formerly GE Life Sciences)

Senior Program Manager, M&A Integration at Google

Managing Director - Healthcare Integration Leader at JPMorgan Chase & Co.

Vice President, Corporate Strategy and M&A at Church & Dwight

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Why Attend

Learn Best-practices

Fireside chats and roundtables are based on learning objectives so you can acquire new skills applicable to your practice.

Convenient Digital Experience

Less distractions means more to learn.

Top-level Speakers

No pay to play speakers. They sharing their lessons learned to advance the science of M&A.

Technology Showcase

Learn about the latest and greatest tools for M&A.

Advice

All our sessions are live and provide an opportunity to get feedback on your biggest challenges.

Happy Hour

The best virtual happy hour in our industry.

Image Gallery

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Agenda

Day 1
10A - 10:50A EST
Topic:
Moderator:
Kison Patel, CEO of DealRoom
Dr. Karl-Michael Popp, Senior Director Corporate Business Development and Ecosystem at SAP

The Future of M&A

11A-11:50A EST
Topic:
Moderator:
Ben Sutton, Senior Manager - Corporate Development at NCR Corporation
Scott Kaeser, Executive VP Corporate Development - US Security Services at GardaWorld
Sean Corcoran, SVP of Corporate Development & M&A at Neustar, Inc.

Aligning Strategy with your M&A Process

12P - 12:50P EST
Topic:
Moderator:
Stacy Hendricks, Senior Director at Alvarez & Marsal
Carlos Cesta, Vice President Corporate Development at Presidio
Javid Moosaji, Global Head of Partner Channels | Partner Solutions & Platform Transformation at Travelex

Leading M&A with Integration

1P - 1:50P EST
Topic:
Moderator:
Rima Franklin, President at Franklin Consulting Services
Russ Hartz, VP of Corporate Development at ANSYS, Inc
Dan Menge, Sr Director/Head of M&A Integration at Xilinx

Standing-up a Corporate Development Function

2P - 2:50P EST
Topic:
Moderator:
PJ Patel, Co-CEO & Senior Managing Director at Valuation Research Corporation (VRC)
Brian Buchert, Vice President, Corporate Strategy and M&A at Church & Dwight

Avoiding Valuation Surprises in Accounting for M&A Transactions

3P - 3:50P EST
Topic:
Moderator:
Kison Patel, CEO and Founder of DealRoom
Devorah Bertucci, Director Corporate Development at Microsoft
Kim Jones, Sr HR M&A Manager at Microsoft

Bridging the Gap between Corporate Development and Integration

4P - 4:50P EST
Topic:
Moderator:
Jonathan Shiery, Director at Guidehouse
Bill Clarkin, Head, Mergers & Acquisitions at BMO Financial Group

How to Modernize IMO / Building a Synergy Plan that Actually Delivers

5P - 5:50P EST
Topic:
Moderator:
Jill Harrison, VP of Silverline Ventures
Cole Breidenbach, Head of M&A Integration at Okta
Josh Olson, Head of Experience Solutions Sales - Americas at VMware
Amy Gannaway, Vice President, Global Compensation, Benefits and HRIS at VMware

Positive Employee Experience is Key to Successful M&A

6P - ?
Topic:
Moderator:
Anish Mitra

Comedy Show - M&A Bloopers

Anish Mitra stand-up comedian and ex-Goldman Sachs banker leads happy hour with a comedy show followed by an open mic about M&A's biggest bloopers. The open mic segment will not be recorded.

Carlos Cesta, PJ Patel, Klint Kendrick, Sallie Cunningham, Jill Harrison, Scott Kaeser, Sean Corcoran
Day 2
10A - 10:50A EST
Topic:
Moderator:
Zoe Bogan, M&A Integration Professional, Diversity & Inclusion Champion
Ben de Haldevang, Partner at The Agile Gorilla
David Boyd, Partner at The Agile Gorilla

Why Everything You’ve ever been told about Integration is Wrong

11A - 11:50A EST
Topic:
Moderator:
Valeria Strappa, Managing Director, Healthcare Integration Leader at JPMorgan Chase & Co.
Jonathan Shiery, Director at Guidehouse

21 Dimensions to Cultural Integration

12P - 12:50P EST
Topic:
Moderator:
Galina Wolinetz, Managing Director at Virtas Partners M&A Integration | Separations
Josh Beggs, Field CTO at Dell Technologies
Jillian Kaebel-Sisk, HR - Global Mergers, Acquisitions and Divestitures Manager at Caterpillar Inc
Nitin Kumar, Chief Executive Officer at Appnomic

Lessons Learned from Large Scale Divestitures

1P - 1:50P EST
Topic:
Moderator:
Laura Lane, GTM Strategy and Execution | Chief of Staff | M&A
Kimberly Baird, Corporate Development Integration Lead at Cisco
Dawn White, Manager, M&A Integration - Corporate Development at Corning Incorporated

Virtualizing the People Experience during Integration

2P - 2:50P EST
Topic:
Moderator:
Kison Patel, CEO and Founder of DealRoom
Christina Amiry, Head of M&A Strategic Operations, Integration at Atlassian
Steve Elliott, Head of Jira Align at Atlassian

Making Integration Successful from Both Sides of the Deal

3P- 3:50P EST
Topic:
Moderator:
Klint C. Kendrick, Director, Mergers & Acquistions at Oracle
Sallie Cunningham, HR Executive, Integration Leader at Cytiva (formerly GE Life Sciences)
Keith Dunbar, Managing Partner at JKD Talent Solutions

Tone at the Top - Intersection of Leadership and Culture in M&A

4P - 4:50P EST
Topic:
Moderator:
Kison Patel, CEO and Founder of DealRoom
Toby Tester, Senior Consultant & Project Manager at BTD

Post Merger Innovation: Don't Just Integrate, Innovate!

5P - 5:50P EST
Topic:
Moderator:
Gwen Pope, Go-to-Market M&A Lead at Google
James Harris, Principal, Corporate Development Integration at Google
Kash Ahuja, Senior Program Manager, M&A Integration at Google

Keeping Teams Aligned during M&A Integration

6P - ?
Topic:
Moderator:
Steve Coghlan,VP of Corporate Development at Flex
Jim Ackerman, VP of Corporate Development at Flex

M&A War Stories (Chatham House Rules)

Steve Coghlan and Jim Ackerman lead this open mic story telling session about some of the wild, crazy and unique surprises that come up during M&A. This session will not be recorded.

Carlos Cesta, Al Ansari, Galina Wolinetz, PJ Patel, Justin Goldman, Isaac Lund, Peter Clyne, Rima Franklin, Kevin Robbins, Michael Frankel, Sallie Cunningham
10A - 10:50A EST
Topic:
Moderator:
Zoe Bogan, M&A Integration Professional, Diversity & Inclusion Champion
Ben de Haldevang, Partner at The Agile Gorilla
David Boyd, Partner at The Agile Gorilla

Why Everything You’ve ever been told about Integration is Wrong

11A - 11:50A EST
Topic:
Moderator:
Valeria Strappa, Managing Director, Healthcare Integration Leader at JPMorgan Chase & Co.
Jonathan Shiery, Director at Guidehouse

21 Dimensions to Cultural Integration

12P - 12:50P EST
Topic:
Moderator:
Galina Wolinetz, Managing Director at Virtas Partners M&A Integration | Separations
Josh Beggs, Field CTO at Dell Technologies
Jillian Kaebel-Sisk, HR - Global Mergers, Acquisitions and Divestitures Manager at Caterpillar Inc
Nitin Kumar, Chief Executive Officer at Appnomic

Lessons Learned from Large Scale Divestitures

1P - 1:50P EST
Topic:
Moderator:
Laura Lane, GTM Strategy and Execution | Chief of Staff | M&A
Kimberly Baird, Corporate Development Integration Lead at Cisco
Dawn White, Manager, M&A Integration - Corporate Development at Corning Incorporated

Virtualizing the People Experience during Integration

2P - 2:50P EST
Topic:
Moderator:
Kison Patel, CEO and Founder of DealRoom
Christina Amiry, Head of M&A Strategic Operations, Integration at Atlassian
Steve Elliott, Head of Jira Align at Atlassian

Making Integration Successful from Both Sides of the Deal

3P- 3:50P EST
Topic:
Moderator:
Klint C. Kendrick, Director, Mergers & Acquistions at Oracle
Sallie Cunningham, HR Executive, Integration Leader at Cytiva (formerly GE Life Sciences)
Keith Dunbar, Managing Partner at JKD Talent Solutions

Tone at the Top - Intersection of Leadership and Culture in M&A

4P - 4:50P EST
Topic:
Moderator:
Kison Patel, CEO and Founder of DealRoom
Toby Tester, Senior Consultant & Project Manager at BTD

Post Merger Innovation: Don't Just Integrate, Innovate!

5P - 5:50P EST
Topic:
Moderator:
Gwen Pope, Go-to-Market M&A Lead at Google
James Harris, Principal, Corporate Development Integration at Google
Kash Ahuja, Senior Program Manager, M&A Integration at Google

Keeping Teams Aligned during M&A Integration

6P - ?
Topic:
Moderator:
Steve Coghlan,VP of Corporate Development at Flex
Jim Ackerman, VP of Corporate Development at Flex

M&A War Stories (Chatham House Rules)

Virtualizing the People Experience during Integration

Laura Lane
Kimberly Baird
Dawn White
11A - 11:50A

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