The Art of M&A® HR, People & Culture / Virtual / DEC 2024

Course Summary:
This virtual session, taught by experienced M&A practitioners, explores the critical aspects of Human Resources in the context of mergers and acquisitions. Participants will gain insights into the strategic landscape of M&A, focusing on HR's role and readiness for these transitions. Through interactive exercises, attendees will delve into due diligence and integration principles, while also addressing key challenges in M&A scenarios. They will learn how to enhance Employee Experience (EX) for optimal business outcomes, identify non-negotiable HR considerations, and develop effective HR structures and resource allocation. Additionally, the course covers the vital aspects of talent retention and leadership integration, ensuring HR professionals are well-equipped for M&A success.
Module Descriptions:
Strategic Context Part 1: M&A Essentials for HR Professionals: A module focused on mergers and acquisitions, providing HR professionals with key insights into strategic considerations.
Strategic Context Part 2: HR Essentials for M&A Success: The second part of the strategic context series, emphasizing the crucial role of HR in M&A deals.
HR's Role and Readiness: A module exploring HR's preparedness and responsibilities during mergers and acquisitions.
Small Group Breakout Exercise - Objectives and Challenges: A hands-on session where participants collaborate to identify M&A objectives and challenges in small groups.
HR Due Diligence - Key Principles: An exploration of the vital principles and best practices for HR professionals to conduct effective due diligence in M&A.
HR Integration - Key Principles: A module focusing on the essential principles for smoothly integrating HR functions during M&A transitions.
HR M&A Lightning Round: A rapid-fire session covering key HR considerations in mergers and acquisitions.
Red Box Items - Retention / Integration Leaders: A discussion of critical retention and integration leadership strategies during M&A.
Group Exercise - Objectives and Challenges: A collaborative exercise to define M&A objectives and address challenges within a group setting.
Maximizing EX for Optimal Business Results: A module emphasizing the significance of Employee Experience (EX) for achieving optimal business outcomes during M&A.
HR Non-Negotiables: Identifying the essential HR factors that cannot be compromised during mergers and acquisitions.
Building the HR CoE / Staffing / Resources: A module on constructing a robust HR Center of Excellence, staffing, and resource allocation in the context of M&A.
Forensics of M&A Failures: Delves into dissecting the root causes of mergers and acquisitions that didn't succeed, equipping HR professionals with valuable insights for future success.
* Module topics subject to change
Who Should Attend:
- Key Executives (CEOs, CFOs, Business Unit GMs, VP Human Resources/People)
- Corporate Development Leaders
- Human Resources Leads or Team Members
- Integration Leads
- Integration Management Office Leads and Program Managers
- Functional Workstream Leads and Dedicated Workstream Program Managers
Online Platform:
Our events are held on the Zoom platform. Please check with your IT department to verify your ability to use this platform. You can learn more about the system requirements and download the latest Zoom Security White Paper for more detailed information.
Tuition and Discounts:
Standard Price: $1450
Discount Type |
Percent Off |
Savings |
Cost After Discount |
Early Bird (until one week before event) | 20% | You save $290 | $1,160 |
Alumni (past participant) | 40% | You save $580 | $870 |
CMAS Certification Candidate (you may sign up during registration) |
50% | You save $725 | $725 |
Groups of 3 or more (from same company, attending same event) |
Please call our office |
About CPE Credits:
Delivery Method: Group Internet Based
Program Level: Intermediate
Prerequisites: Participants should have at least a baseline general awareness of the People & Culture function and key leader in a corporate M&A environment. This course will provide a comprehensive topical viewpoint including due diligence, integration, total rewards, culture/change management, talent, organization design and other essential requirements for the HR M&A Leader’s success at each phase of the M&A lifecycle process.
Advance Preparation: Short proprietary case study pre-read will be sent one week prior to course start date.
Field of Study: Specialized Knowledge

Full attendance earns up to 42 CMAS credits for this course*
M&A 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
*Credits awarded are based on course engagement