2022 HR M&A Conference and Training Dallas, TX

Monday, April 25 2022 8:00 AM - Thursday, April 28 2022 5:00 PM [CDT]

4440, West John Carpenter Freeway, Irving, TX, 75063, United States

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Professional Development Package: 2 Day Conference Pass + Overcoming Culture Clash + Retaining Top Talent in M&A Partial Approval - $2,997.00

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2 Day Conference Pass + Retaining Top Talent in M&A Partial Approval - $2,348.00

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2 Day Conference Pass + Overcoming Culture Clash Partial Approval - $2,348.00

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2 Day Conference Pass - Dallas, TX Partial Approval - $1,499.00

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Retaining Top Talent in M&A Partial Approval - $995.00

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Overcoming Culture Clash Partial Approval - $995.00

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Monday, April 25 2022 8:00 AM - Thursday, April 28 2022 5:00 PM [CDT]

Sheraton DFW Airport Hotel, 4440, Irving, TX, 75063, United States.

HR Mergers & Acquisitions Roundtable

www.MandARoundtable.com

M&A affects companies, employees, and communities, so doing M&A well makes a difference. The HR M&A Roundtable is a peer-learning forum for M&A professionals with experience managing people, culture, and leadership issues in Mergers & Acquisitions. Founded in 2017, it was created to provide a solicitation-free environment where members share their own experiences, including lessons learned and best practices. This forum is for M&A practitioners to develop both personally and professionally, making a difference for everybody involved in and affected by transactions. We provide free year-round programming, including roundtables, webinars, and happy hours; and have been conducting virtual programs for years! We also support graduate-level interns and promote professional M&A research, all with the goal of elevating our professional practice.

Contact the Organizer View other events

John Nelson
CEO
BT+L Partners

John Nelson is an internationally recognized business transformation leader and architect of dozens of global transformations, complex restructurings, and M&A integrations. He brings 30 years of experience influencing and leading organizations through complex system wide change and transformations. John has worked with and advised some of the most respected organizations in their industries: Apple Computer, AlliedSignal/Honeywell, American Family Insurance, ARAMARK, Baxalta/Shire, Best Practice Institute, Cargill, Hallmark Cards, IHG (Intercontinental Hotels Group), Medtronic, Northwestern Mutual Insurance, Reebok, The RBL Group, SCJohnson, and many more. The culmination of John’s transformation work is published in his book “PiVOT: Transforming Organizations”. He has held internal roles with accountabilities for global strategy, leadership succession and development, talent management, HR development, organizational effectiveness, M&A, LEAN/Six Sigma, PMOs, and culture. He is passionately focused on transformations and has brought that experience and expertise to the M&A arena with an innovative and proprietary approach, “Intelligent M&A”. John now leads BT&L Partners, where his mission is to bridge the gap between the transaction event and the integration transformation, with an emphasis on helping clients build M&A capabilities for future success. His focus is on solving for the disruptive surprises and organizational challenges that continue to drive unacceptable failure rates in M&A. As a lifelong learner, he earned advanced degrees from University of Minnesota’s Carlson School of Management and Thunderbird School of Global Management. He is a founding member of Best Practice Institute’s Sr. Executive Board. John has worked hand-in-hand with some of the world’s top thought leaders, has served on several corporate boards, and has advised thousands of leaders and executives. His creative juices are further filled as the founder, band leader and drummer for EXIT 131, a local Madison pop rock band.

About John Nelson

CEO
BT+L Partners
Matt Kroos
Regional Sales Manager
Globalization Partners

About Matt Kroos

Regional Sales Manager
Globalization Partners
Kim Jones
HR Director
HR M&A Roundtable

Kim is an HR Director specializing in Mergers & Acquisitions. She has extensive Global M&A HR experience at various companies. In her current role at Microsoft, she leads the people strategies for transactions where she has the opportunity to influence and coach leaders on both sides of the transaction to realize deal value through engaging and retaining talent. One of her favorite parts of the deal is onboarding talent and ensuring they are set up for success.

About Kim Jones

HR Director
HR M&A Roundtable
Nathan Stanley
Senior HR Partner, Mergers & Acquisitions
Microsoft

Nathan is a Senior HR Partner within Microsoft’s Mergers & Acquisitions Team. Nathan is passionate about enabling organizations, teams, and individuals to be successful and deliver value through acquisitions. Prior to his current role, Nathan has held various HR Leadership roles at Microsoft and Accenture.

About Nathan Stanley

Senior HR Partner, Mergers & Acquisitions
Microsoft
Sachin Kumar
Head of M&A Strategy and Integration (People)
Okta

Sachin Kumar leads M&A Strategy and Integration (People) for Okta and is based in New Jersey. A seasoned M&A professional, Sachin has experience in managing People workstreams for over 100 M&A transactions across various types of M&A including – Large multi-geo Stock/Asset Purchases, Divestitures, Rebadging, and Acqui-hires. He has M&A experience in managing full-breadth of employee matters from the pre-LoI stage through post-integration/carve-out stage of transactions in over 30 countries and has transitioned over 70,000 employees. Sachin has previously worked in the M&A space for organizations like Conduent, Deloitte, and Cognizant in the past, and has also played the role of a mentor to several M&A professionals globally in the Human Capital arena. A sci-fi enthusiast, Sachin enjoys binge-watching shows like Star Wars and Star-Trek on OTT, and given an opportunity, he would like to lug his DSLR and go on a photography expedition.

About Sachin Kumar

Head of M&A Strategy and Integration (People)
Okta
Rosylin Johnson
Senior Director, Total Rewards Strategy & Governance
McKesson

About Rosylin Johnson

Senior Director, Total Rewards Strategy & Governance
McKesson
Sridhar Koneru
Vice President, Mergers & Acquisitions, Investments
McKesson

About Sridhar Koneru

Vice President, Mergers & Acquisitions, Investments
McKesson
Mark Walztoni
Managing Director, HR M&A & Talent Integration
Crowe

Mark helps M&A leaders mitigate talent integration and transformation risks, make difficult decisions, and accelerate change adoption. He also leads Crowe's M&A Human Capital and Change practice, helping middle-market acquirers and private equity firms apply proven change, communication, culture, and leadership development strategies and build their in-house integration and leadership capabilities. These services are provided in advisory, workstream support, or interim resource roles, based on deal type and complexity, and client capabilities, bandwidth, and priorities. Mark’s career includes senior human resources and M&A leadership roles within American Express, Ernst & Young, IGATE Capital, and Thomson Reuters. He has assisted entrepreneurs and private equity firms and their portfolio companies as a CHRO, human capital advisor, and venture partner, and has over fifteen years of consulting experience with the Walztoni Group, RGP, and Crowe LLP. He earned his MA in Organizational Psychology from Columbia University of New York and is certified in multiple leadership and culture assessment methods.

About Mark Walztoni

Managing Director, HR M&A & Talent Integration
Crowe
Emmalina Cohen
Senior Manager: HR M&A Transactions
EY

About Emmalina Cohen

Senior Manager: HR M&A Transactions
EY
Rey Ramirez
Management Consultant
Thrive HR Consulting

About Rey Ramirez

Management Consultant
Thrive HR Consulting
Susan Hanold
VP, HR Strategic Advisory Services
ADP

About Susan Hanold

VP, HR Strategic Advisory Services
ADP
Jason Walker
Chief People Officer
Thrive HR Consulting

About Jason Walker

Chief People Officer
Thrive HR Consulting
Scott Baker
Founder and CEO
Stage 3 Leadership

About Scott Baker

Founder and CEO
Stage 3 Leadership
Rhonda Mahan
HR M&A Sr. Consultant
Oracle

About Rhonda Mahan

HR M&A Sr. Consultant
Oracle

08:00 AM

Training - Retaining Top Talent in M&A

08:00 AM - 05:00 PM
09:30 AM

Keynote: Intelligent M&A - How HR Champions Successful M&A

09:30 AM - 10:30 AM
  • John Nelson

    CEO

10:30 AM

Morning Break

10:30 AM - 10:45 AM
10:45 AM

Roundtable 1: How to Retain the Best and Engage the Rest During Your Next Integration Journey

10:45 AM - 12:00 PM
  • Mark Walztoni

    Managing Director, HR M&A & Talent Integration

12:00 PM

Lunch Break

12:00 PM - 01:00 PM
01:00 PM

Fireside: Speaking the Language of the Business: HR & Corp Dev Working Together

01:00 PM - 02:00 PM
  • +1
  • Rosylin Johnson

    Senior Director, Total Rewards Strategy & Governance

02:00 PM

Afternoon Break

02:00 PM - 02:30 PM
02:30 PM

Roundtable 2: What we’ve learnt at Microsoft about Onboarding Acquired Leaders and Employees

02:30 PM - 03:45 PM
  • +1
  • Kim Jones

    HR Director

07:30 PM

Social Event - Vegas Golden Knights vs. Dallas Stars

07:30 PM - 10:00 PMAmerican Airlines Center
09:30 AM

Tips & Tricks for Global Deals

09:30 AM - 10:30 AM

Sponsors

10:30 AM

Morning Break

10:30 AM - 10:45 AM
10:45 AM

Panel: Emerging Trends in HR M&A

10:45 AM - 12:00 PM
  • +5
  • Emmalina Cohen

    Senior Manager: HR M&A Transactions

12:00 PM

Lunch Break

12:00 PM - 01:00 PM
01:00 PM

Roundtable 3: Human Capital Actions During the Lifecycle of an ‘Atypical’ Divestiture

01:00 PM - 02:15 PM
  • Sachin Kumar

    Head of M&A Strategy and Integration (People)

02:00 PM

Afternoon Break

02:00 PM - 02:30 PM
02:45 PM

The "Real Deal" - Group Networking and Problem Solving

02:45 PM - 03:45 PM
04:00 PM

Closing Mixer - sponsored by M&A Science

04:00 PM - 06:00 PM

Sponsors

08:00 AM

Training - Overcoming Culture Clash

08:00 AM - 05:00 PM
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