M&A Leadership Council

AUGUST 31, 2022

This workshop highlights essential executive and IMO roles, responsibilities, decisions, and milestones throughout the entire M&A lifecycle framework. you may sign up during registration). No matter how compelling the deal strategy or synergies, M&A success is heavily dependent on your ability to execute well amidst complexity.

Start-ups 52

Start-ups 52

Internal Audit 360

NOVEMBER 7, 2022

But all processionals have to start somewhere. We can probably all remember the early days of our careers as we fumbled and bumbled our way through the dos and don’ts, picking up tidbits of wisdom, and slowly learning the ropes. Whenever an external auditor, consultant, or examiner started going down the “why didn’t you…?”

Start-ups 98

Start-ups Banking 98

Audit Board

APRIL 28, 2023

Before Covid, it was a five day a week kind of environment, but we’ve opened that up and said, be where you need to be when you need to be there. I’m running a series of workshops with all of our folks at this level around the world. These workshops also gives you as a leader an opportunity to demonstrate that you’re committed to them.

Start-ups 52

Start-ups Technology Marketability 52

ThomsonReuters

JULY 19, 2022

Uber’s website explains that drivers can cash out up to five times per day. In July 2022, Instant issued a follow-up national research study in partnership with the Center for Generational Kinetics that analyzed the impact of same-day pay. How EWAs work. A clear benefit for an employee is to gain greater financial security.

Start-ups 98

Start-ups Treasury Banking Technology 98

Equidam

SEPTEMBER 11, 2023

A question that comes up fairly often in our workshops: “What is a good valuation for my startup?”. Should you be playing investors off each other and using FOMO to drive up your price, or should you dial-up their incentive to help with a healthy amount of ownership? Let’s start with the basics.

Start-ups 67

Start-ups Technology Marketability 67

M&A Leadership Council

DECEMBER 24, 2021

This workshop highlights essential executive and IMO roles, responsibilities, decisions, and milestones throughout the entire M&A lifecycle framework. you may sign up during registration). No matter how compelling the deal strategy or synergies, M&A success is heavily dependent on your ability to execute well amidst complexity.

Start-ups 52

Start-ups 52

M&A Leadership Council

JANUARY 9, 2022

If you are good at them -- your personal and organizational prospects for success go WAY up. Don’t worry; this workshop will provide a generic six-phase model that has been used to train thousands of executives. If your integration leaders don’t get involved until after due diligence is over – you’ll never catch up.

Start-ups 52

Start-ups 52

IVSC

FEBRUARY 25, 2022

During this time, I started teaching courses for CBV Institute’s Program of Studies, and also volunteered for several Institute committees. It will be necessary to supplement foundational valuation principles with newer and more up-to-date valuation metrics. I would highly, highly recommend it!

Business Valuation 130

Business Valuation Intangible Assets Corporate Finance Marketability 130

Internal Audit 360

FEBRUARY 3, 2022

If internal audit leaders really want to understand the culture of the group, just shut up for a bit (as hard as it is to do sometimes) and listen. A great method to consider is doing a “stop, start, and continue” exercise. And that starts and ends with our attitude to the job, our values, and how we uphold the culture.

Start-ups 75

Start-ups Banking 75

M&A Leadership Council

JUNE 12, 2023

The risks of brand damage, customer churn, and substantial costs have brought this topic to the forefront in many recent M&A Leadership Council workshops. Mark Dickelman (MD): Start by understanding the value proposition of the deal itself. Tell us more about that. What is the business trying to accomplish?

Start-ups 52

Start-ups Technology Compliance Banking 52

Internal Audit 360

FEBRUARY 3, 2022

If internal audit leaders really want to understand the culture of the group, just shut up for a bit (as hard as it is to do sometimes) and listen. A great method to consider is doing a “stop, start, and continue” exercise. And that starts and ends with our attitude to the job, our values, and how we uphold the culture.

Start-ups 52

Start-ups Banking 52

Reynolds Holding

APRIL 3, 2024

Let me start by reminding you that my views are my own as a Commissioner and not necessarily those of the Securities and Exchange Commission (“SEC”) or my fellow Commissioners. Since I gave that speech, a particularly pernicious weed has sprung up in the secret garden: Staff Accounting Bulletin (“SAB”) 121 and related guidance. [2]

Start-ups 45

Start-ups Banking Marketability Compliance 45

M&A Leadership Council

SEPTEMBER 9, 2021

The risks of brand damage, customer churn, and substantial costs have brought this topic to the forefront in many recent M&A Leadership Council workshops. Mark Dickelman (MD): Start by understanding the value proposition of the deal itself. Tell us more about that. What is the business trying to accomplish?

Start-ups 52

Start-ups Technology Compliance Banking 52

Cooley M&A

JANUARY 21, 2022

A recent FTC solicitation for public comments on contract terms that may harm competition, which may lead to limits on use of exclusive contracts, and FTC/DOJ workshop on noncompete agreements may foreshadow future rules limiting common business practices. Indeed, the FTC has started inquiring about ESG practices in investigating mergers.

Start-ups 40

Start-ups Marketability Technology 40

Reynolds Holding

FEBRUARY 1, 2023

At the same time, indications that regulators are focusing on the effects of healthcare deals, including a June 2022 workshop hosted by the FTC and the DOJ to explore new approaches to regulating pharmaceutical M&A, will put a premium on thoughtful transaction planning in this space. billion acquisition of One Medical).

Finance 45

Finance Equity Technology Banking 45