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RIMS

Workshop Overview

Mergers and Acquisitions and Risk Management

Duration

  • 2 days
  • 9:00am - 4:30pm

Additional Info

A RIMS Fellow Workshop

Mergers and acquisitions activities pose multi-faceted challenges for risk managers. Risk managers are increasingly involved in M & A transactions, and asked to provide pre-deal advice, deal-closing strategies and post-closing actions to create lasting shareholder value.

Understanding the risks associated with each aspect of an M & A transaction is critical to successful risk management. This workshop will address due diligence, all aspects of insurance, pitfalls to avoid and provides checklists and other tools to help you better mitigate the risks associated with M & A.

Session Listing

There are currently no sessions available. Contact us to request a session.

How You Will Benefit

By attending this workshop, professionals and risk managers will mitigate risks and prevent financial loss by:

  • Identifying the key risks associated with each type of M & A transaction
  • Negotiating appropriate transaction structure and agreement language
  • Assessing insurance-related products to ensure appropriate coverage
  • Recognizing, and preparing for, the potential impact a transaction will have on existing infrastructures
  • Creating a financial model to identify cost savings, assess new opportunities and align transactions with strategic goals

Who Should Attend

Risk managers, treasurers, general counsel or anyone responsible for, or involved in, M & A activities.

What You Will Cover

  • Stock purchases, assets and liabilities
  • Developing a financial model and methods for measuring success
  • M & A-related provisions in insurance policies, transaction structure and post-closing rights
  • Due diligence and negotiation of the transaction
  • Checklists, post-close issues and performance improvement ideas
  • Practical solutions for different types of challenges and pitfalls

Workshop Tools

  • Case studies
  • Interactive exercises
  • Group projects
  • Sample worksheets and templates
  • Checklists

Additional Notes

We suggest that you register on-line for quick registration. If you are mailing us a check or doing a bank transfer, you need to fax us a copy of the registration form in order to hold your seat in the program. Registration is not guaranteed until we receive payment.  If you wish to participate in a RIMS course, the registration fee needs to be received by RIMS before the first day of the course.
 
If you register by mailing a check or doing a bank transfer, you will be accepted as long as the program is not sold out when we receive your payment.
 
International Attendee Information/Travel Visas- APPLY EARLY! Visa applicants are advised to apply to the consultate as soon as they decide to attend a program. We suggest at least four months in advance to allow enough time for the visa approval process to take place.
 
Since registrations will be limited, we suggest registering as soon as possible.
 
If you have any questions or need additional information, please contact through our online contact form.

Cancellations and Refunds

RIMS reserves the right to cancel a course if conditions warrant. In the event of such a cancellation, registration fees will be refunded. RIMS is not responsible for any travel or lodging expenses that an attendee may incur due to such a cancellation. Before purchasing your airline ticket, please confirm with RIMS (pd@RIMS.org) that there are enough registrations to conduct the program.
 
All requests for refunds or changes must be submitted in writing. Registrants who cancel 15 business days or less prior to the start of the workshop can send a replacement from their company or receive credit to attend another workshop with the same duration and cost within a year of the cancelled registration. Please note if the member rate was paid for the original registration and you elect to send a replacement or transfer the credit to another employee of your organization who is not a member, an additional fee will be charged to offset the difference between the member and nonmember rate. No refunds will be issued for cancellations less than 15 days from the start of the workshop.
 
Registrants who cancel 21 business days or less prior to the start of the workshop will be subject to a $150 service charge. Refunds for credit cards will be processed within 30 days. All other forms of payment will be issued 60 days following the course. Transfer to another course can be made within the calendar year. Individuals may be substituted prior to the course.
 
In the event that a presenter is unable to perform due to an unforeseen circumstance, RIMS shall find a substitute with equal expertise.
 
 

Travel Accommodations

We recommend you use your favorite travel site for booking hotel rooms.

Before purchasing your airline ticket, please confirm with RIMS (pd@RIMS.org) to ensure there are sufficient enough registrations to conduct the program.

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