Certification Seminar T6
Mergers and Acquisitions:
Benefits, Compensation and Other HR Issues

Course Overview
This intermediate-level, two-day course gives you practical guidelines for addressing opportunities and pitfalls in mergers, acquisitions and similar transactions. You'll examine detailed methods for effective due diligence in the human resources area, including benefits plan design and costs, compensation and cultural integration. On the third morning, an optional certification exam covers the content of this course.

Who Should Attend
This course is designed for human resources and finance professionals who seek detailed knowledge of the human resource implications in M&A transactions involving companies with existing benefits, compensation and human resources programs. You should have a basic understanding of the various types of benefit and compensation plans and their corresponding designs. A basic knowledge of financial and accounting implications in transactions is helpful.

What You Will Learn

Deals and Implications

• Transaction basics
• Reasons for transactions
• Impact on employee rewards
• Effect of transaction structure on reward programs

HR in the Transaction Process

• Transaction timeline
• Role of HR in the transaction process
• The importance of culture
• International issues

Due Diligence and the Sale and Purchase Agreement

• Due diligence
• Contract negotiations
• The sale and purchase agreement
• Selecting the transition team
• Case study

Planning the Integration Process

• The employment relationship
• Determining compensation and benefits strategy
• Data collection
• International issues

Analysis and Implementation of Benefit Plans

• Data collection – retirement plans
• Retirement plans – special issues
• Defined benefit plans – special issues
• Defined contribution plans – special issues
• Data collection – health and welfare plans
• Data collection – paid time off
• International issues
• Case study

Analysis and Implementation of Compensation Programs and Executive Rewards

• Data collection – compensation programs
• Data collection – executive rewards
• International issues
• Strategy implementation

Analysis and Implementation of The Work Experience

• Taking inventory
• Work experience programs
• Payroll/HRIS
• Strategy implementation

Post-transaction integration

• Post-transaction integration
• Communication
• Post-transaction measurements
• Closing the loop
• Case study

PEBA members: $810

WorldatWork members: $860

Nonmembers: $1025

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