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TRANSITIONED TO WEBINAR - Part 2: M&A Acceleration Strategies by The NYC CFO Leadership Council
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TRANSITIONED TO WEBINAR - Part 2: M&A Acceleration Strategies by The NYC CFO Leadership Council

Part 2: M&A Acceleration Strategies Webinar hosted by: The NYC CFO Leadership Council Tuesday March 31, 2020 8:00 AM – 9:30 AM

When: March 31, 2020
8:00-9:30 AM
Where: TRANSITIONED TO WEBINAR - you can register below
United States
Contact: Debbie Lindner

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Part 2: M&A Acceleration Strategies

The history of M&A is filled with stories of young entrepreneurs and teams with great stories that perfected timing. Whether a merger of equals to gain economies or enter into new markets, an acquisition must be properly planned and executed to ensure a smooth transition.  Proactive and transparent planning that’s prepared beforehand can mean the difference between an integration that is a success or a failure.

This webinar will explore the integration of processes, people and the organizational structure of successful acquisitions. 

Our experienced panelists will examine and discuss the issues facing the implementation of different processes, people, markets and culture into a new organization with a new vision for the combined company. 

 Learning Objectives:

  • Gain insights into the 'people elements' of post-merger integrations, including merging different cultures
  • How do acquirers handle the elimination of duplicate departments?
  • Strategies to ensure the product/service offerings work well, creating an acceleration effect in the market.
  • Learn some of the benefits of detailed good pre-merger strategies for post-merger integrations and the difficulties that arise from poor planning
  • Understand best practices to deal with the elements of purchase price that are settled post closing (e.g. earn-out/ working capital test)






Click here to learn more about CFO Leadership Council. 


To register for this program, simply click on the green tickets button. All CFO Leadership Council members can attend this event for free.


Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program for $85.


Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.

More Information

For more information about this program or The CFO Leadership Council, please contact Debbie Lindner, Senior Marketing Director, NYC Chapter at

Cancellation Policy

If you would like to cancel your ticket or request a refund, please email Refunds are available up to 24 hours prior to the program.

CPE Information


 Instructional method: Group-Live
 Recommended CPE Credits:  1.8 Credits in
 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:

About Our Speakers


Tim Bensley, Chief Financial Officer, Blue Apron


Before joining Blue Apron in May 2018, Tim served as chief financial officer of Acosta, Inc., a sales and marketing company for consumer-packaged goods companies, from 2015 to 2017. From 1986 to 2015, he served in multiple positions at PepsiCo, Inc., including chief financial officer of Pepsi Cola North America from 2008 to 2010, chief financial officer of PepsiCo Americas Foods from 2010 to 2012 and senior vice president, global transformation from 2012 to 2015. Tim holds a B.S. degree in engineering from the United States Military Academy at West Point and an M.S. degree in project management from Boston University.


Katie Davies, VP International Solution Development & Advisory Services, Vistra


Boston-based Katie Davies is an experienced advisor with over 25 years consulting experience within professional services.  With an entrepreneurial and client centric approach, Katie has advised corporates, private equity “deal makers” and other professional advisors on the operational requirements and practical considerations for companies expanding internationally and / or undertaking international commercial transactions that span multiple countries (including carve outs arising from M&A activity). As a technical advisor herself she is able to provide advice on many of the inter-related technical challenges that arise out of these transactions from a tax, HR, global mobility and legal related (such as, data protection) perspective.  Key areas of focus are on ensuring that entities transact and operate compliantly while managing commercially acceptable levels of risk along with cost mitigation, contributing to the increase of shareholder value.

Katie is responsible for leading the growth and expansion of Vistra’s International Expansion Advisory practice working in collaboration with the global sector leads for the Tax, HR and Legal practices bringing these technical resources to the market as a unified provider to address real operational needs in this space.

Katie’s own passion is global mobility having trained with PricewaterhouseCoopers (PwC) London, from 1993 onwards.  Katie joined Vistra (via predecessor organizations that were ultimately acquired by Vistra) in 2005, originally having been responsible for establishing the global advisory practice and London office of HighStreet Partners (HSP) which later became Radius.  She transferred, as an expatriate herself, to the Vistra’s Boston office in January 2014.  While providing technical consulting Katie is also responsible for acting as the Client Service Director for a number of strategic client accounts and also manages specific advisory and global mobility projects across the Vistra client portfolio on a global basis.  Katie works extensively with our business development teams across the USA to ensure that new client engagements are appropriately scoped and managed from the first interaction with Vistra through to project implementation and completion.

Katie frequently contributes as a speaker, panelist and commentator with press organizations and on social media, with respect to international operational and expansion matters.

Prior to joining Vistra, Katie served as Finance Director and Operating Officer of The Beanstalk Group, an international leader in brand licensing and joint venture of The Ford Motor Company so has first-hand experience of “life within the corporate”. Katie received an MA from Cambridge University.

Daniel DenBoer, Partner - KPMG M&A Services Network Lead, KPMG

Dan is an M&A focused Strategy partner with 20+ years of professional experience.  Dan lead’s KPMG M&A strategy offering which provides strategic and operational due diligence support to Private Equity and Corporate clients. While at KPMG, he has successfully completed over 75 buy & sell-side  engagements. He is a proven management consulting executive with deep experience in selling, designing and leading results-focused, transformational change programs across both public and private sector clients. Dan has significant international experience leading programs for technology, oil & gas, manufacturing and private equity clients. His client projects focus on improving overall commercial excellence including sales force effectiveness, pricing and discount optimization and corporate profitability modeling. Dan also has significant experience in leading cost transformation programs focused on organizational restructuring, supply chain optimization, working capital & cost optimization.

Recent Strategy Assignments:

  • Led strategic synergy analysis for the potential merger of a $55B company merging with a $40B company in the agricultural space. Identified over $1.4B of transaction synergies which were presented and validated to the C-Suite.
  • Led performance improvement assessment for the CFO of a $3B infrastructure / railroad operator. Identified over $300M in cost savings opportunities
  • Led buy side operational carve-out for a private equity firm evaluating a life science acquisition in the pharmaceutical space
  • Led overall customer, product and geographic profitability assessment for a PE owned, global agricultural chemicals corporation. Identified $40M in EBITDA improvement.
  • Led overall SGA and working capital optimization project for a $600 million private equity owned education software company. Overall cost savings achievements of $$5 million via data center consolidation, sale force optimization, strategic sourcing, and cost optimization.
  • Led strategic profitability assessment for bankrupt manufacturer of industrial electronics, film and technology service offerings. Assessment used to determine geographies, customers and product lines that would emerge post-bankruptcy emergence.
  • Led customer profitability and supply chain transformation assessment and delivery project for the downstream Asia-Pacific operations of a Fortune 10 oil & gas corporation. Project identified and delivered in excess of $225 million in profit improvement, cost reduction and one-time supply chain benefits, and improved ROCE by 20% over an 18-month period.

Philip Kearney, Chief Executive Officer, SymetryML

Philip Kearney is the CEO of SymetryML, a machine learningand predictive modeling solution that brings together large-scale data mining, high-speed machine learningand real-time processing (known as continuous intelligence).  Over the past 25 years, Philip has specialized in leading companies in growth and modernization efforts ranging from ventures to Fortune 500 companies in media (TV, print and digital), consumer products, pharmaceutical, health and wellness, music and entertainment, and SaaS industries. He has served as SVP /GM of American Media where he launched RadarOnline as well as ran Shape, Men’s Fitness, Star and the National Enquirer.  He was Chief Product Officer to Russell Simmons digital properties and has taken executive advisory roles with NBC Regional Sports Network, The Recording Academy (The Grammys), CNN and CNN Money, and Mansueto Ventures (Inc. and Fast Company).  He has held positions as Independent Chair on the Board of Directors for focused in video personalization, and Board Advisor for Cognitiv Labs, a deep learning neural networks venture.  Feel free to connect with Phil on LinkedIn at

Michelle McComb, Chief Financial Officer, Pymetrics

Michelle McComb is Pymetrics’ Chief Financial Officer bringing 25+ years of proven financial and operational experience in scaling high growth companies. She was formerly the CFO of View the Space (VTS) where she assisted in the post-merger integration of VTS with its largest competitor Hightower.  Prior to VTS, she was CFO of Datto, covering a wide range of responsibilities beyond Finance / Accounting, including HR, Facilities management, technical support, hardware logistics, and more.  She also led the acquisition and integration of Backupify. Her career tenure includes CFO of Bloomberg's Financial Products division, Managing Director at UBS Investment Bank, International CFO at Lucent Technologies and CFO of VitalSigns Software. She began her career at EY in Silicon Valley, CA. She holds a Bachelor of Science in Accounting. and Masters in Professional Accounting from Weber State University and is a CPA and CMA licensed in the State of CA. In Michelle’s spare time, she and her daughter are avid equestrians she also runs half marathons with her husband!

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