CFO Roundtable Forum: Mergers & Acquisitions - Execution for Strategic Advantage

WHEN

  • February 12, 2009 7:00 AM - 10:00 AM

WHERE

  • Emerging Enterprise Center at Foley Hoag
  • Bay Colony Corporate Center, North Entrance
  • 1000 Winter Street - Suite 4000
  • Waltham, MA 02451
  • Map

DESCRIPTION

NOTE: Attendance is limited to financial executives.

We have assembled an all-star panel of speakers including finance executives from two companies representing sell side and buy side experiences, an executive from the leading provider of on-line data room services, and a Corporate M&A lawyer.

  • Catherine Parente, Partner, CCR LLP (Moderator)
  • Joyce Bell, CFO, Compete
  • Helgi Bloom, Vice President of M&A, Nuance Communications
  • Frank Brunetti, SVP Product Marketing, IntraLinks
  • John Hancock, Partner Corporate & M&A practice, Foley Hoag

Summary:

This panel will discuss the legal, strategic and operational issues faced by executives in the world of mergers and acquisitions. The audience will hear the perspectives of a CFO who led the sale process for their company, a CFO who led the acquisition strategy of his company, an executive from the leading provider of on-line data rooms to discuss how due diligence has been accelerated by technology, and a partner of a law firm which is very active in advising corporate M&A transactions. This program will offer two CPE credits.

Learning Objectives:

After completing this course, you should be able to:

  • Understand the challenges you will face when putting your company up for sale.
  • Explain how a strategic buyer approaches due diligence for potential targets.
  • Describe the legal challenges that CFO’s face when entering into a transaction.
  • Recognize the important role that technology plays in the successful execution of a deal.

Program Content:

  • Most important legal challenges the CFO will encounter during a deal
  • Buy side and sell side strategies that work in the world of M&A
  • The acceleration of the due diligence process through technology
COST: Attendance is free to members of the CFO RoundTable. Financial executives who are not members of the CFO RoundTable can attend for $80.