Completing a Successful Merger

Date: Tuesday, November 27, 2012
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter(s): Dev Warren, Upstream Academy
Field of Study: Business Management & Organization
Program Level: Intermediate
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
Watch Recording

Course Description

The accounting industry is experiencing an unprecedented number of mergers and acquisitions. Unfortunately, within a year many partners wish they could somehow undo the deal. Join us for this one-hour session and Dev Warren will reveal the reasons firms merge, the types of mergers occurring and some of the major reasons many firms wish they could turn back the clock and unwind the merger. This informative webinar will examine both the buyer’s and seller’s perspective and provide real world analysis of the root causes of many merger issues. Additionally, this session will lay the groundwork for the process to complete a successful merger spelled out in detail at the AAA conference in Detroit this June.

Presenter and Moderator Bios
With his fresh approach to developing and integrating workplace cultures, his insistence on being client-centric, and his requirement that everyone be personally invested in client success, Dev Warren has taken multiple companies from average to high performing. Developing and implementing strategic visions and plans, building strong cultures, and focusing on client-driven offerings have always been key elements in Dev’s success.

Dev is co-developer and presenter for Upstream Academy’s High Performance Firms program. He works closely with firms to help them identify and target high value methods of gaining and serving clients, leading teams, and engaging younger generations. Having coached numerous firms and younger employees, Dev utilizes non-traditional techniques to engage and excite younger professionals.

Dev has also developed innovative and proven methods for assuring successful mergers. With years of experience molding the cultures of companies acquired under his direction, Dev has a truly unique approach that leaves nothing to chance and helps ensure success. His work integrating cultures during the M & A process has allowed for unprecedented expansion of holding companies under singular leadership teams.

Dev is an Accenture Certified Lean Six Sigma Black Belt (LSS BB). Prior to joining Anderson ZurMuehlen in 2011, he worked at Blue Cross and Blue Shield of Montana directing strategic planning and visioning. In addition, he developed a process improvement division. Prior to his time at Blue Cross, Dev worked in the investment community overseeing numerous acquisitions while serving as chief financial officer, corporate and strategic development director, or controller. He has continually managed his own entrepreneurial enterprises in real estate, leasing, consulting, and telecommunications.

He serves on the Lewis and Clark Area United Way and Big Brothers Big Sisters of Helena boards and is a Hunter Education Instructor for the State of Montana. He is also active in fundraising and support for wounded veterans and their families. Dev has a bachelor’s degree from Texas Tech University.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.

What is an CPAFMA MAPCast?
An CPAFMA MAPCast is a live, interactive 30 or 60-minute conference presented over the Internet. You can attend from any location that has Internet access from any device. You pay just one registration fee for as many participants as you wish at each location.

Note that high-speed Internet access is not mandatory.

Who presents at an CPAFMA MAPCast?
Your MAPCast will have one or more speakers who are recognized experts on the topic. MAPCasts typically include a Q&A session; you can ask questions by audio or chat options.

CPE Credits
CPAFMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

MAPCasts with an HR focus have been approved for recertification credit hours toward PHR and SPHR recertification through the Human Resources Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org. 

MAPCasts qualify for Public Accounting Firm Manager (PAFM) continuing education credit through the CPA Firm Management Association (CPAFMA). For more information about certification or recertification, please visit the PAFM section of this website.

Why CPAFMA MAPCasts?

Fast.
No wasted time. Get right to the heart of the matter in a 30 or 60-minute session designed to easily fit into your busy schedule.

Convenient.
No airlines. No travel. No time out of the office. Listen and follow along from the comfort and convenience of your own device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
CPAFMA MAPCasts are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.

CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for MAPCasts. PCPS members should indicate their membership when registering.