| Vitality shows in not only the ability to persist but the ability to start over. - F. Scott Fitzgerald, novelist |
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| 2006 Conference |
Mergers, moves and expansions |
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Michael Fick and John Tsiofas of KKL discuss the advantages of having a merger strategy before a merger begins, the perils of accepting inconsistent systems and the importance making it clear who's in charge. |
| 2004 White Paper |
Birth of the Megafirm White Paper |
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This white paper features case studies of recent mergers, discussions of using financial analytics in mergers, and building a merged firm culture. |
| 2004 Conference |
Surviving the Merger behind the Merger |
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Joy Heath Rush discusses her experiences with a large merger, paying particular attention to the importance of cultural differences and the psychological impact of change. |
| 2003 Regional Mtg |
Critical Juncture: Challenges and Opportunities of M&A |
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Amanda Yanulkis of Hildebrandt presents an analysis of merger trends and statistics about mergers across the country. |
| 2003 Conference |
Ten Steps to a Successful Merger |
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Member Dave Otte and Cindy Willcox from Data Fusion stress the importance of knowing the environment in doing a financial system implementation related to a merger. |
| 2002 Conference |
Merger Checklist |
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One firm's checklist of transitions items for a merger and acquisition. |
| 2002 Conference |
Merger Mania |
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Mary Ann Hallemann and Philip Rightler review the stages of a merger from both an IT and Finance perspective. |
| 2001 Peer to Peer |
Easing the Pain of IT Systems Mergers: Thin Client to the Rescue |
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Brad Taylor of Elegrity says thin client provides a flexible, cost effective solution that can be rapidly deployed and, with proper implementation, can even be used to support "dual systems" as part of a phased approach to technology mergers |
| 2001 Peer to Peer |
Merger Glue |
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Dan Felean of PensEra argues for prioritizing the integration of technology that helps people connect during the early stages of a merger, including a shared intranet portal. |
| 2001 Peer to Peer |
Mergers and Acquisitions - The Human Equation |
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Ellen Grogan talks about her experiences being on the acquisition end of a merger. |
| 2001 Peer to Peer |
The Impact of Mergers and Acquisitions on Law Firm Technology |
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Donna Payne of Payne Consulting discusses the importance of planning, communication and documentation during a merger. |