Events
Fall Member Mastermind: Org Design in Integration
Most integration plans fail in the same place: unclear structure, unclear decisions, and leaders trying to execute change with no operating model.
In this live, members-only mastermind, we'll run a decision clinic on org design in integration — using real member scenarios to work through operating model choices, decision rights, manager load, governance, and role clarity.
The goal is simple: help you make the org design decisions that keep execution moving and protect the value the deal was meant to create.
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10:00 – 11:30 AM CTLive Decision Clinic: Org Design in Integration
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11:30 AM – 12:00 PM CTOptional Networking
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Operating model choices in post-close integration
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Decision rights — who owns what and how to make it stick
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Manager load and span of control in a restructuring
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Governance structures that keep execution moving
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Role clarity — how to resolve ambiguity before it creates risk
From Deal Thesis to Talent Strategy: Embedding People in the M&A Value Chain
In most deals, the people strategy lags behind the financial one. Paul Kibbe and Chuck Moritt from Mercer share fresh research and real-world insights on how forward-thinking organizations are connecting people strategy to deal value at every stage of the transaction.
- How to bring human capital metrics into early-stage deal design
- Translating the deal thesis into actionable workforce plans
- Identifying talent dependencies before they erode value
- Practitioner Q&A with Paul Kibbe and Chuck Moritt
Deal or No Deal: Getting Retention Right When the Stakes Are High
It's one thing to talk about keeping key talent; it's another to decide who really needs to stay, how much to invest, and how to balance fairness with business impact. Jean Mickol and Imee Mantilla from GE share candid lessons from complex transactions where retention became both a strategic lever and a political challenge.
- How to segment talent to identify who's truly critical to deal value
- Align with leadership and target company on retention priorities
- Manage competing expectations in family-owned and founder-led businesses
- Turn limited retention dollars into a targeted, defensible plan
- HR M&A leaders
- Integration managers
- Private equity talent and operating partners
- M&A consultants and advisors
- Those who support HR M&A with tools, tech, or expertise
Whether you're working on your first transaction or your hundredth, there is something for everyone to learn at our roundtables!
- Date & TimeSeptember 8, 2026 · 10:00 – 11:00 AM Central Time
- FormatInteractive Virtual Roundtable
- AccessSecure virtual meeting link provided after registration
Speaker Application
We’re always seeking speakers with real M&A experience and practical insights. If that’s you, apply below!
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