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Monday, April 25 2022 8:00 AM - Thursday, April 28 2022 5:00 PM [CDT]
West John Carpenter Freeway,
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.
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.
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.
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.
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.
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.
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.
The development of M&A capabilities, leadership perspectives, and HR practices are still in their adolescence. It’s time to pivot to a new paradigm, as evidenced by the ongoing struggle to overcome continued high failure rates. John will reveal this contemporary approach and provide invaluable insights for HR professionals to elevate, influence and lead their organizations to the next level of M&A success because HR is positioned to be the catalyst for change and evolution!
In this keynote, John Nelson will share his perspective on the emerging best and next practices around M&A capabilities through the lens of “Intelligent M&A”. He’ll share his personal leadership journey and lessons learned from a career in HR, culminating in a focus on business transformations and now Intelligent M&A. John will challenge paradigms, introduce next practices, and offer guidance for HR leaders who want to elevate HR, developing next level M&A capabilities.
The business case for retaining “A” players and engaging other employees during your next acquisition is clear, given today’s staffing challenges. Applying “best practices” is often advocated as the solution, but adoption without adaption creates "cut and paste" methodology risks. Understanding, aligning, and adapting "leading practices" to your communication, culture, change, and capability development initiatives will lower or avoid these risks. In this session, we will explore critical retention principles, spending most of our time focused on practical, proven, and powerful leading practices and applications to improve employee retention and integration success.
Managing Director, HR M&A & Talent Integration
One of the most common complaints of HR M&A professionals is HR matters taking a back seat to deal financials and operational issues, rather than giving them equal footing. HR practitioners intuitively understand that how we manage people, leadership, and culture will either create or destroy deal value, but often struggle to communicate how deal value is affected and why leaders should pay attention to these issues early in the deal.
During this session, Rosylin Johnson (Senior Director of Total Rewards Strategy and Governance) and Sridhar Koneru (Vice President of Mergers & Acquisitions, Investments) will share how Corporate Development and HR can effectively partner to address the people issues that make or break deals.
Senior Director, Total Rewards Strategy & Governance
Vice President, Mergers & Acquisitions, Investments
The last few years have brought unprecedented change and challenges for both HR and M&A. We’ve been navigating a global pandemic, the shift to hybrid work and record-breaking deal volume. Handling this triple threat has required agility and innovation in how we onboard acquired employees and leaders. Please join us for a conversation with Kim Jones and Nathan Stanley from Microsoft to share what has worked, what hasn’t, and a few fun stories along the way.
HR M&A Roundtable
Senior HR Partner, Mergers & Acquisitions
A lot has change in the last two years, with the global pandemic, Great Resignation, skyrocketing inflation, and record deal volumes colliding to create a swirl of challenges for today’s businesses. In this panel session, the HR M&A experts who lead several of our regional roundtables will share their observations, thoughts, and strategies for successfully navigating the turbulent times we find ourselves in.
Senior Manager: HR M&A Transactions
Thrive HR Consulting
VP, HR Strategic Advisory Services
Chief People Officer
Founder and CEO
Stage 3 Leadership
HR M&A Sr. Consultant
International divestments are among the most difficult deals an M&A practitioner could find themselves working through. Contrary to popular belief, divestments are not acquisitions in reverse. They are unique transactions that challenge even the most experienced practitioner.
In this session, Sachin Kumar will share his experience with a complex global carve-out, giving you a better understanding of HR’s role in the carve-out lifecycle and a basic understanding of the people-related challenges and global nuances that emerge during divestitures.
Head of M&A Strategy and Integration (People)
Join for hot seat style coaching event.
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