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The Orange County CFO Leadership Council Presents: M&A Part II - Integration Strategies
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M&A Part II: Integration Strategies Presented by: The Orange County CFO Leadership Council Wednesday, November 13, 2019 7:15A to 8:00A Networking | 8:00A to 9:30A Program

 Export to Your Calendar 11/13/2019
When: November 13, 2019
7:15 AM to 9:30 AM
Where: KPMG | Irvine
20 Pacifica, Ste. 700
7th Floor
Irvine, California  92618
United States
Contact: Debbie Dunn & Stacy Hall

Online registration is available until: 11/12/2019
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Whether a merger of equals to gain economies or to enter into new markets, an acquisition must be properly planned and executed to ensure a smooth transition. This panel will explore the integration of processes, people and the organizational structure of successful acquisitions.  


Hear from our experienced panelists who will examine and discuss the pitfalls, challenges and creation of a roadmap for managing the alignment of a new vision for the combined company.


Learning Objectives:

  • Gain insights into the 'people elements' of post-merger integrations, including merging different cultures and retention of key people.
  • Learn some of the benefits of detailed good pre-merger strategies for post-merger integrations and the difficulties that arise from poor planning.
  • How and when to start planning and engaging relevant stakeholders in your post M&A integration strategy.
  • Communications tactics and best practices that ensure transparency and foster trust throughout the transaction and integration.

Click HERE to learn more about CFO Leadership Council.


All CFO Leadership Council workshops are FREE for members. Non-member senior financial executives are welcome to attend this program for $65.

PLEASE NOTE THAT CFOLC EVENTS ARE EXCLUSIVE TO SENIOR FINANCIAL EXECUTIVES ONLY.  (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.)  Service providers, business development and sales executives are restricted from attending. The CFO Leadership Council reserves the right to decline any registration.


Instructional method: Group-Live

Recommended CPE Credits: More information coming soon!

Experience Level: Basic

Prerequisites/advance preparation: None

The CFO Leadership Council 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 (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:


For more information about this program or The CFO Leadership Council, please contact Debbie Dunn, SoCal Marketing Director, The CFO Leadership Council at, or Stacy Hall, Regional Director, The CFO Leadership Council, at


If you would like to cancel your ticket or request a refund, please contact Debbie Dunn at email above. Refunds are available up to 48 hours prior to the program.


More information coming soon.

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