Join us for an insightful exploration into post-transaction execution challenges at the upcoming AM&AA Utah Chapter event, "Seamless Integration: Navigating Post-Transaction Integration with Expertise."

Agenda:

11:30 am: Check-in and networking

12:15 pm: Lunch and panel presentation

1:00 pm: Adjourn

 

In this exclusive event, we bring together a distinguished panel of industry experts who will delve into key facets of post-transaction integration, offering invaluable insights and strategies to ensure a seamless transition and maximize the ultimate value of a post-transaction entity.

Our panel will cover the following topics:

Financial Integration: Discover best practices and innovative approaches for harmonizing financial systems and ensuring transparency and accuracy in financial reporting to drive financial success post-transaction.

Culture and People Alignment: Learn how to effectively blend organizational cultures, align teams, and engage employees to foster a unified and motivated workforce that drives collaboration, innovation, and long-term success.

Risk Measures and Controls: Explore robust risk management strategies and controls designed to identify, mitigate, and manage risks associated with post-transaction integration, safeguarding assets, reputation, and shareholder value.

Customer and Strategic Partners: Gain insights into maintaining and enhancing customer relationships, managing strategic relationships, and leveraging synergies to drive growth, retention, and value creation in the post-transaction landscape.

Don't miss this opportunity to network with fellow industry professionals, gain actionable insights from seasoned experts, and position your organization for success in navigating the complexities of post-transaction integration.

We look forward to seeing you!

Participants will earn 1.0 CPE credit in the Field of Study: Specialized Knowledge.

In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk.

Prerequisites: There are no prerequisites for this session.
Who Should Attend: This session is recommended for any professional in the M&A industry. Others are welcome.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live

Refunds and Cancellations: Requests for refunds must be received in writing by May 6, 2024. No refunds will be granted after May 6, 2024. For more information regarding refund, concerns, and/or program cancellation policies please contact our offices at 312-856-9590

Alliance of Merger & Acquisition Advisors (AM&AA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

WHEN

Tuesday, May 7, 2024

11:30 AM - 1:00 PM

WHERE

IMA Office

95 S State Street

Salt Lake City UT 84111

COST

Members: Complimentary 

Non-Members: $40

Additional Information