WEBCAST - 20 April 2021

M&A - Insights from Experience

Tuesday, 20 April 2021
 9:00am Los Angeles / San Francisco / Seattle
12:00pm Atlanta / Boston / New York
  5:00pm Dublin / Greenwich / London
  6:00pm Amsterdam / Frankfurt / Paris
  2:00am Melbourne / Sydney (next day)



M&A - Insights from Experience
Dealing with mergers and acquisitions can be overwhelming; but with a process, it’s manageable and we can help.  Stock plan veterans will share their best practices from the initial announcement up to and through consummation of the deal.  You will learn who needs to be involved and how to assemble the team, what your project plan must contemplate, the frequent forgotten, critical resources and tools, a communication strategy, and the significance of education for employees, shareholders and key stakeholders.  If you’re in the midst of a transaction or are preparing for one, this is worth your time.

As a participant you will:

  • Understand approaches to defining roles and responsibilities and working with your service providers
  • Gain insights on best practices for managing acquired employee communications
  • Hear some unique challenges you might face in an international environment
  • Acquire perspectives on handling grant conversions and acquired system connections.
  • Hear about post-close administrative challenges, such as reduction in force accelerations and escrow handling.

Presented by:
Wendy Jennings, FGE, Cisco Systems, Inc.
Renee Kettelle, Charles Schwab & Co., Inc.
Matthew McKittrick, Moss Adams LLP

Length: Approximately 75 minutes


CPE Credit Hours:  1.5*
Field of Study:  Specialized Knowledge
Level:  O

Delivery Method:  Group Internet-Based

Advanced Preparation:  None

CEP Continuing Education (CE) credit: 75 minutes

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

All GEO Members: No Charge
Nonmember Issuer: $85
Become a GEO Member to attend webcasts for Free!

Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

Webcasts are free to members. For non members, since registrants will also have access to on-demand recordings at their convenience after the live broadcast, registration fees are non refundable.

A recording of the live webcast will be available on the GEO website following the conclusion of the live program.

Questions? Please contact GEO's Program Services.



It's easy! All you need is a computer with Internet access. Prior to the call we will email you all information you need to attend the webcast. As you listen to our guest speaker, a PowerPoint presentation is broadcast over the Internet. Then just sit back, listen, and watch. Full details on how to call in and what web page to visit will be sent to you after you register.

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