The M&A Forum
ACHIEVING BETTER DEALS IN VOLATILE TIMES

Wednesday, September 21, 2022

In-person event: 9 am - 5 pm, New York

GROW SHAREHOLDER VALUE IN CHANGING TIMES

After an impressive year for M&A in 2021, the road ahead is fraught with obstacles for corporate M&A; volatility, increasing inflation and interest rates, supply chain challenges and a tightening regulatory environment are impacting corporate M&A activity.

The Corporate Secretary & IR Magazine M&A Forum is a multi-stakeholder conference that helps companies build shareholder support, guarantee certainty of close and deliver on the strategic aims of M&A deals.

Join 100+ corporate governance, corporate development and investor relations professionals in New York on September 21 to stay up-to-date on the outlook for the M&A market, understand the changing regulatory regime and learn how to drive shareholder value across the deal cycle.


NIRI IRC® CREDENTIAL

Holders of the NIRI IRC® credential can earn up to 4 professional development units (PDUs) per day. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.

Agenda

Timings on the agenda are shown as Eastern Time (ET)

View the PDF agenda here

 

  • 08:30 AM
    Registration opens

  • 08:55 AM
    Welcome to the M&A Forum 2022

    Steve Wade, head of event content, IR Magazine & Corporate Secretary

  • 09:00 AM
    How to drive value through M&A in 2023

    In a time of falling valuations and rising interest rates, our opening session focuses on the outlook for M&A activity during the current economic environment and how companies can adapt their strategic approach to M&A value creation.

    • Discover how attitudes toward risk changed in this environment and the impact on deal teams
    • Debate which types of deals generate better shareholder returns at a time of rising funding costs and falling valuations
    • Understand the impact of the current economic environment on deal sourcing
    • Discover how changing attitudes toward geopolitical risk are impacting M&A activity

    Moderator: Steven Wade, head of event content, Corporate Secretary and IR Magazine

  • 09:45 AM
    Improving board oversight on M&A activity

    This session looks at how companies can support their board’s ability to make informed decisions across all aspects of the deal cycle, from strategy to diligence and implementation.

    • Discuss the scope of the board’s role in corporate M&A
    • Learn about the trends that impact oversight on M&A activities
    • Understand how best to support your board across the entire deal life cycle

    Moderator: Ben Maiden, editor-at-large, Corporate Secretary

  • 10:30 AM
    Morning networking break

  • 11:00 AM
    Adapting to accelerating due-diligence approaches

    Due diligence is one of the most time-consuming aspects of M&A, but many predict that it is also an aspect that can see the most acceleration in the future. This session discusses how to improve due-diligence efforts and increase efficiency.

    • Discuss the emerging risks for deal success in the current environment
    • Debate how best to price risk into deals in the current environment
    • Learn how to streamline the due-diligence process while having important input from different business functions

    Moderator: Steve Wade, head of event content, IR Magazine & Corporate Secretary

  • 11:45 AM
    Best practices when articulating deal value to shareholders

    Getting shareholders on board with your M&A activity is critical to success, but sentiment around deals is changing. Join this session to learn how best to engage shareholders in the current environment.

    • Hear best practices on building shareholder support for deals
    • Ensure certainty of close by understanding how best to articulate the strategic value of a deal
    • Understand shareholder concerns around M&A given the macro backdrop
    • Discuss how to adapt your messaging in today’s environment

    Moderator: Laurence Taylor, senior conference producer, IR Magazine & Corporate Secretary

  • 12:30 PM
    Lunch

  • 13:30 PM
    Managing cyber-security risk and maximizing automation opportunities in M&A

    An ever-increasing reliance on digital infrastructure presents risks and opportunities for deal teams. This session looks at both the benefits and dangers M&A faces from evolving technology and how to manage technology in the deal process effectively.

    • Understand how cybersecurity vulnerabilities can pose risks to a deal’s value in both the short and long term
    • Learn how bust to conduct cyber-risk analysis during your due diligence
    • Discover how technology is being increasingly used to improve deal insight and efficiency

    Moderator: Laurence Taylor, senior conference producer, IR Magazine & Corporate Secretary

  • 14:15 PM
    How companies utilize ESG to identify M&A risks and opportunities

    Corporate purpose is an emergent issue that impacts M&A, companies are setting public carbon targets, and the everchanging impact on how teams work has created a perfect storm of challenges for M&A deals. We examine how companies can better identify non-financial risks

    • Learn about the emerging human capital, DEI and company culture factors impacting M&A
    • Understand how to identify issues in ESG target alignment
    • Discuss how to use ESG for enhanced integration success

    Moderator: Ben Maiden, editor-at-large, Corporate Secretary

  • 15:00 PM
    Integration: Realizing value through post-merger integration

    Once a deal is signed, integration is where true value will is achieved or lost. In this session, we look at how to maximize value following a corporate transaction and communicate M&A impact with your stakeholders.

    • Setting your new board up for effective oversight
    • Hear top tips for introducing management to the market post-deal
    • Discover how best to deliver a clear message to the market following a deal
    • The importance of people management after a corporate transaction

    Moderator: Steve Wade, head of event content, IR Magazine and Corporate Secretary

  • 15:45 PM
    Champagne roundtables: Exchange ideas with your peers in highly interactive roundtable discussions

    Roundtable leaders:

    Ben Maiden, editor-at-large, Corporate Secretary
    Laurence Taylor, senior conference producer, IR Magazine and Corporate Secretary
    Steve Wade, head of event content, IR Magazine and Corporate Secretary

  • 16:30 PM
    Closing remarks

    Steve Wade, head of event content, IR Magazine and Corporate Secretary

  • 16:45 PM
    End of conference

Previous Speakers

This year's line up will be announced shortly. Here are some of our past speakers. To inquire about speaking opportunities, contact [email protected] or call +44 20 3865 8103.


What our attendees say

"Very interesting and on trend topics, with an all star line up of very engaged and dynamic speakers."

Sprouts Farmers Market

"The agenda was informative and fast-paced; the presenters were knowledgeable and engaging."

ExxonMobil

"Platform was great, networking with others was fun."

Regeneron Pharmaceuticals

"Truly brilliant. I've been to a couple of virtual conferences and your set-up, support, and panels are the best by far."

MyLog IQ

"Very strong speakers with evident leading knowledge."

Anonymous

"All the different areas you could access made it far more interesting that just listening to a lecture."

Raven Russia

"Quality of speakers; excellent facilitation; combination of main stage and breakout sessions."

Anonymous

"The sessions were moderated very well with a quick pace. The panellists were well prepared and provided relevant insights."

Murphy Oil Corporation

Attendees

Our attendees are leading governance, IR and corporate development professionals with a strategic role within their company. Below is a sample of some of our past virtual attendees:

Job title Company Job title Company
CEO InspIR Group Vice president Brookfield Asset Management
CFO Invitae Vice president FINN Partners
Chief corporate affairs & communications officer Vanda Pharmaceuticals Vice president of investor relations and associate general counsel Adobe
Chief counsel CSG Vice president of legal affairs, risk management and corporate secretary McGrath RentCorp
Chief governance officer, vice president and corporate secretary Prudential Financial Vice president, associate general counsel for corporate, securities and finance Hewlett Packard Enterprise Company
Chief sustainability officer Global Fashion Group Vice president, investor relations JLL
EVP/head of fair & responsible banking Pacific Premier Bank Vice president, investor relations Premier
Executive director, investor relations Castle Biosciences Vice president, investor relations Progyny
Industry relations director Brinker International Vice president, investor relations & public affairs Concho Resources
Managing director ATB Financial Vice president, IR Charles Schwab
Managing director, capital markets, ESG & sustainability Bridge Investment Group VP chief compliance officer & corporate secretary NW Natural Gas
MD Ally Financial VP corporate communications Bear Creek Mining Corporation
Partner Guidehouse VP corporate responsibility Omnicell
Senior director, IR Maravai LifeSciences VP corporate strategy & IR Extreme Networks
Senior program director for capital market systems Ceres VP global head, investor relations Alcon
Senior vice president Endo International VP investor relations Diversified Gas & Oil
Senior vice president of governance and chief ESG officer Verizon VP investor relations & global communications Murphy Oil
Sr director, corporate Splunk VP of IR OneSpan
Sr. director legal & corp. dev. The Clorox Company VP, corporate strategy ICF
Sr. group director, corporate social responsibility Cadence Design Systems VP, EHSS AMG Advanced Metallurgical Group
SVP research Morneau Shepell VP, investor relations & sustainability Killam Apartment
SVP, chief corporate & securities counsel Synchrony Financial VP, IR Henry Schein
SVP, legal and compliance Ligado Networks VP, IR Stantec

Become a partner

Why partner with us?

The M&A Forum brings together some of the most influential people from legal, finance and corporate development at public companies. The event offers an effective approach to targeting clients at a time when they need it the most.

Through our unrivalled knowledge of the subject matter and commitment to in-depth agenda research, our events attract a qualified audience.

The unique buzz we create at our events makes them multi-faceted and highly interactive with great engagement in particular from corporate secretaries, M&A managers and heads of investor relations. This allows our partners to have meaningful conversations with corporate stakeholders across legal, governance and corporate development.

By partnering with us on an event, you can generate leads, showcase your thought leadership and position yourselves as the partner of choice to our community.

We’d love to have a chat with you about how you can get in front of a truly engaged and motivated audience – get in touch with Ian Richman or call on +1 212 430 6865.

Partners

BOOK YOUR PLACE

The early bird rate of $195 expires on September 9, 2022. After this date the price will increase to the standard rate of $395.

If you have any questions, please contact Chloë Rutter at [email protected] or +44 20 3002 0396.

Contact us

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