Surgent's Controllership Skills Update: Mergers, Acquisitions, and Alliances (CON4)

  • Monday, October 26, 2020

    1:00pm – 3:00pm
  • 2
    Accounting, Management Services

This program continues to be updated based upon trends and recent events. In addition to traditional topics, it includes discussions on the impact of the new tax regulations, corporate structures to manage M&A and internal venture capital, strategic spin-offs/splits, issues concerning goodwill, and managing outsourced activities. The program expands the topics covered in the Controllership Skills Update Series. As with the other programs (Risk Management; Budgeting, Forecasting, and Big Data; Current Survival Skills; Data Analytics for Accountants and Financial Managers; and The Next Decade for Business Following Tax Reform) this brief session is aimed at renewing and expanding participants' existing skills, by providing specific actions to improve an organization's results. Real-world examples are used throughout the session.

Mergers, acquisitions, and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acquired firm with the acquirer and provide a single organization with increased growth potential has been somewhat shaky. The near collapse of the credit markets starting in late 2007 had a significant impact on acquisitions. More recently, M&A activity has grown to record levels. However, the types of transactions have changed. Strategic transactions, compared to equity investments, are the primary driver. This session provides a roadmap including specification actions for financial professionals focused on improving the results of an acquisition, sale, formation of an alliance, and/or outsourced activities.


  • Discuss the unique role of financial professionals in a potential transaction
  • Explore the changes that have occurred in the competitive landscape as a result of M&A and alliances
  • Identify the potential pitfalls
  • Update participants’ knowledge of the skills required for successful transactions
  • Develop a framework, with specific actions, to manage the selection, valuation, negotiation, and execution of a transaction
  • Provide an inexperienced participant with a roadmap and the experienced participant with a review and update of these strategic, non-traditional skills


  • Recent Trends: M&A activity; contributing factors/reasons for record levels; examples of recent transactions; recent changes to U.S. taxes; inversions; strategic spin-offs/splits; internal venture capital activities; incubators
  • Expanded Role of Financial Professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations
  • Negotiations: Improving your communication skills; establishing an environment for success; list of do’s and don’ts
  • Alliances and Outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results

Additional Information

Designed For

Public, private, and non-profit organizations and their members - CFOs, CEOs, Controllers, Auditors, and Managers



Advanced Preparation



1.00 Accounting

1.00 Advisory Services


Experience and/or exposure to financial management

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Level of Knowledge


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