2022 HR M&A Virtual Conference

Wednesday, 19 October 2022 8:00 AM - Thursday, 20 October 2022 5:00 PM CDT

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Wednesday, 19 October 2022 8:00 AM - Thursday, 20 October 2022 5:00 PM CDT

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

Christine Shea
Senior Manager, M&A HR
DoorDash

Christine is an HR professional who is passionate about people M&A. She began her HR career at a recently acquired business at Caterpillar, where she supported integration initiatives and experienced first hand the impact an acquisition has on employees. After moving into the tech industry, Christine has spent the most recent five years of her professional career dedicated to HR M&A in various roles at Amazon and DoorDash, including leading the people workstream through the diligence and integration phases for several global M&A deals and building HR M&A playbooks/resources to scale HR support for acquisitions.

About Christine Shea

Senior Manager, M&A HR
DoorDash
Michelle Ricardo
Head of HR M&A
Quest Diagnostics

About Michelle Ricardo

Head of HR M&A
Quest Diagnostics
Amanda Scott
Managing Director, Global M&A
WTW

About Amanda Scott

Managing Director, Global M&A
WTW
Laura Maffucci
Senior Director, Global Total Rewards
Globalization Partners

About Laura Maffucci

Senior Director, Global Total Rewards
Globalization Partners
Barbara Carmichael
Senior Director of M&A
WTW

About Barbara Carmichael

Senior Director of M&A
WTW
Susan Hanold
VP Strategic Advisory Services
ADP

About Susan Hanold

VP Strategic Advisory Services
ADP
Katheryn Brekken
Senior Research Analyst
I4CP

Katheryn Brekken, Ph.D., is a senior research analyst with the Institute for Corporate Productivity (i4cp) and also serves as a lecturer with the University of Nevada, Las Vegas School of Public Policy & Leadership. Prior to joining i4cp, she served as an assistant professor of research with the MGM Resorts Public Policy Institute at UNLV, where she worked closely with government and corporate leaders to develop and evaluate education and training programs and served as a policy advisor for the Nevada System of Higher Education Office of the Chancellor during the most recent state legislative session. She has over fifteen years of experience in public affairs, developing and evaluating policies and programs and testified before legislative bodies on matters of higher education and workforce policy. She is published in various academic journals including Politics & Policy, Community College Journal of Research & Practice, and State and Local Government Review. She received her undergraduate degree in journalism from the University of Minnesota, Twin Cities, and her master’s in Public Administration and Ph.D. in Public Affairs with a focus on Public Policy both from UNLV.

About Katheryn Brekken

Senior Research Analyst
I4CP
Jay Jamrog
Futurist and Co-Founder
I4CP

Jay is a futurist and co-founder of i4cp. i4cp’s mission is to discover and advance next practices in human capital and conducts more research on the people issues impacting organizations than any other group worldwide. Over the years, Jay has helped some of the most innovative organizations gain a deeper understanding of the world’s changing business environment and has helped them think strategically about today’s actions and tomorrow’s plans. Jay has confidential access to some of the most progressive organizations, and he's currently an active advisor to more than a dozen leading corporations, including numerous government organizations (Federal Research Board, World Bank, OPM, ODNI and the Obama Administrations’ Upskill America project). In addition, Jay conducts over 50 seminars annually on subjects related to the changing nature of the workplace and workforce. Jay has been the Associate Editor for Human Resources Planning Journal, has had articles published in major business magazines and is frequently quoted in business publications and newspapers. In addition, he often collaborates with, and speaks before, other organizations and associations (e.g., HRPS, SHRM, The Mayflower Group, ATD, ABA, AGA, NEDA) on major research topics related to the future of people management. Prior to co-founding i4cp in 2007, Jay was the co-founder of the Human Resource Institute (HRI) from 1982 to 2007. In addition, he has held numerous management positions, including vice president of purchasing for Webb Co., a large import/export wholesaler. He has an MBA and taught labor relations in the School of Management at the University of Massachusetts and is a Distinguished Lecturer at Duke University and The University of Tampa. Jay also spent five years living in the Far East, has a Black Belt and reads history for pleasure.

About Jay Jamrog

Futurist and Co-Founder
I4CP
Avneet Jolly
Chief Consultant
Insightory Consulting

Avneet Jolly is Insightory's founder and Chief Consultant. He has worked with over 60 CEOs, CHROs and business leaders on their business transformation and talent strategies. Executives rely on Avneet for insights, rapid implementation and complete objectivity on their most critical organizational and talent issues. ? Avneet has over 20 years of global consulting and leadership experience. Prior to Insightory, he lead the Globalization Consulting Practice at Hewitt Associates. Earlier in his career, he worked with Hewitt as a consultant and project manager, focusing on Organization, Strategic Alignment and HR program design. His clients span a variety of industries, and included leading Fortune 100 companies, as well as mid-sized companies and non-profits. Avneet is based in Texas, and has lived and worked in the U.S., Europe and Asia. He serves on the International Committee of the American Heart Association. He holds an MBA from Xavier Institute of Management and a BA in Economics from Osmania University in India.

About Avneet Jolly

Chief Consultant
Insightory Consulting
Anna Wilson
Director, M&As and Workforce Transformation
Uber

Anna is currently heading up the M&A People team at Uber, where she landed through the Postmates acquisition in 2020. Having had first hand experience of the complex integration into Uber, it became apparent how much impact a M&A People focused team would have on future acquisitions and the overall integration strategy. Inspired by the challenge, Anna has been busy building this team from the ground up and establishing playbooks and processes along the way. Since then the team has been busy with acquisitions such as HK Taxi, Cornershop, Transplace, Drizly and Car Next Door across multiple regions and industries. Before her adventure at Uber, Anna was the Head of People Business Partners at Postmates, where she supported the transformation of the HR organization and grew her People Business Partner team and their capability from the ground up. Before moving to the Bay Area in 2018 with her husband and son, Anna has lived and worked in London, where she has completed her Masters in HRM and supported OpenTable & KAYAK teams in various global HR capacities.

About Anna Wilson

Director, M&As and Workforce Transformation
Uber
Peter Steward
Global Head of M&A Organisational Change Management
Cognizant

About Peter Steward

Global Head of M&A Organisational Change Management
Cognizant
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
Mark Walztoni
HR M&A Integration Advisor
The Walztoni Group

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

HR M&A Integration Advisor
The Walztoni Group
Edward (Ned) Eustace
Founder
High Bridge Leadership

About Edward (Ned) Eustace

Founder
High Bridge Leadership
Lori Fosnes
Director, HR M&A Integration Programs
Providence St. Joseph Health

About Lori Fosnes

Director, HR M&A Integration Programs
Providence St. Joseph Health

About Globalization Partners

https://www.globalization-partners.com/#gref Sponsor Logo

About M&A Science

https://www.mascience.com/ Sponsor Logo

10:00 AM

Longevity: Hire Global to Grow Global

10:00 AM - 11:00 AM
  • Laura Maffucci

    Senior Director, Global Total Rewards

Sponsors

11:30 AM
Masterclass Track

Compensation Counts

11:30 AM - 12:30 PM
  • Lori Fosnes

    Director, HR M&A Integration Programs

Essentials Track

Practical M&A Change Management Tips to Implement Now

11:30 AM - 12:30 PM
  • Peter Steward

    Global Head of M&A Organisational Change Management

01:00 PM
Masterclass Track

Post-Merger Integration: Applying a Value Creation lens to Integration Duration and Depth

01:00 PM - 02:00 PM
  • Avneet Jolly

    Chief Consultant

Essentials Track

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

01:00 PM - 02:00 PM
  • Mark Walztoni

    HR M&A Integration Advisor

02:30 PM

The Real Deal: Structured Networking

02:30 PM - 04:00 PM
10:00 AM

Career Growth and Development for the HR M&A Professional

10:00 AM - 11:00 AM
  • +3
  • Barbara Carmichael

    Senior Director of M&A

11:30 AM
Essentials Track

Preparing Leaders for Cultural Integration

11:30 AM - 12:30 PM
  • Edward (Ned) Eustace

    Founder

Masterclass Track

The Painful Truth About M&A Data Migration & HR Systems

11:30 AM - 12:30 PM
  • Anna Wilson

    Director, M&As and Workforce Transformation

01:00 PM
Essentials Track

Acquired Employee Leveling Strategies to Support Integration Goals

01:00 PM - 02:00 PM
  • Christine Shea

    Senior Manager, M&A HR

Masterclass Track

Cultural Imperatives in M&A: Assess and Align for PMI Success

01:00 PM - 02:00 PM
  • John Nelson

    CEO

02:30 PM

Aligning Culture, Purpose & Brand after M&A - followed by networking

02:30 PM - 04:00 PM
  • +1
  • Katheryn Brekken

    Senior Research Analyst

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