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Post-Merger Integration

Exam Questions: 30
Course Level: Basic
Pages: 174 | Content: 152, Supplemental: 22
NASBA Area of Study: Management Services
Not Acceptable for: Enrolled Agents
Version: 8645

This course explains why integration, not the deal itself, determines whether mergers create or destroy value. It will show you how to develop an integration mindset that will enable you to navigate the complex, nuanced reality of bringing two organizations together successfully. It will teach you the skills you need to transform paper value into actual results. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • Building your Integration Mindset: The Traps and Truths that Unite Every Deal
  • Fielding Your Team: Essential Integration Roles and the Right People to Play Them
  • Aligning Your Vision: the Integration Architecture
  • If You Measure It, Change Will Come: Setting Baselines, Tracking Progress, and the Integration Masterplan
  • Communicating Beyond the Announcement: Setting the Narrative for Your Integration
  • Day One: Must Dos and Nonessentials
  • Initial Integration: The Parallel Process in the Transition to Implementation
  • Doing Is Believing: Organizational Culture and the Challenge of Cultural Integration
  • When One Journey Ends… Completing the Integration—and Preparing for the Next
Objectives
  • To recall the significance of the year-one dip
  • To identify the various roles in the Integration Management Office (IMO)
  • To recognize what the two in a box approach involves
  • To identify the four major measurement categories identified by Timothy Galpin and Mark Herndon
  • To recall the characteristics of various corporate communication strategies
  • To recall what Day One refers to
  • To recognize external signposts of an integration going wrong
  • To identify various characteristics of organizational culture
  • To recall the structure of an integration reflection document

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.