Panelists: 

• Peter Phelps, Accounting Management Solutions (Moderator)
• Christine Albertelli, Managing Director, Raymond James
• Catherine Bird, Chief Financial Officer, Boston Ventures 
• Sean Lannan, Chief Financial Officer, BBN Technologies
• Elizabeth Porter, VP, Bowne Virtual Dataroom, Bowne & Co.

Summary:

This panel will discuss a variety of strategic and operational issues faced by executives in the area of mergers and acquisitions.  The audience will hear the perspectives of two CFOs who have led the sale process for their respective companies.  We will also feature a CFO from Boston Ventures who will discuss M&A from the private equity perspective.  The audience will also hear the M&A perspective from an executive from Bowne & Co. discussing the impact of virtual data room technology on the due diligence process.  This program will offer two CPE credits.

Learning Objectives:

After completing this course, you will understand and recognize the following:

• Operational challenges when engaging in an M&A transactions
• Strategic considerations that are critical to a successful transaction
• Due diligence process as it relates to an M&A transaction.
• The critical role that technology plays in the successful execution of a deal.

Program Content:

• Operational, strategic and tactical challenges a CFO will encounter during a M&A transaction
• Buy and sell side strategies that work in M&A transactions
• Due diligence efficiencies gained through the utilization of available technology

Registration Information: 

You may register online at http://cfort06Jan2010.eventbrite.com Attendance is free to members of the CFO RoundTable.  Financial executives who are not members of the CFO RoundTable can attend for $75.  Attendance is limited to financial executives.

Refunds and Complaints:

For information regarding refunds, complaints, or program cancellation, please email Jack McCullough at jack@thecforoundtable.com 

Other Information:

Recommended CPE Credits: 2.0 (Finance)  Program Level:  Intermediate  Program Prerequisites:  None Advanced Preparation:  None  Delivery Method:  Group-Live

The CFO RoundTable 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.