Host: Beth Kaplan, managing director, Deloitte & Touche LLP
In the face of disruption, technology innovation, and accelerating industry convergence, M&A transactions represent opportunities to evaluate finance initiatives and capture value beyond the transaction. How can your controllership function be prepared for the next M&A transaction and use it as a catalyst for transformation? We’ll discuss:
- Controllership “must haves” and considerations for each deal
- Leading practices for planning and organizing a large transaction
- Strategies to drive controllership transformation throughout the M&A lifecycle, including opportunities for innovation and digital transformation
Meet the speakers
Beth F. Kaplan
Beth is the managing director for the Center for ControllershipTM. A Deloitte Risk & Financial Advisory managing director at Deloitte & Touche LLP, she has more than 35 years of experience both as an auditor, CFO/Controller, and as a financial operations consultant. Beth specializes in helping the Controllership function improve overall finance processes, reduce cost of delivery and/or reduce risk. She has served some of the largest global and national organizations as they transform their controllership function due to mergers, accounting changes and/or system transformation. Beth has published several times in the areas of improvement of the financial close and reporting process, role of controllership and designing an effective control design for Sarbanes-Oxley.
Jenny is a Deloitte & Touche LLP managing director and leads the Accounting & Reporting Transformation practice for the life sciences and health care industry. Jenny has eighteen years of experience in controllership services including design and transformation of R2R processes, providing assistance in the understanding and application of US GAAP and SEC rules and regulations, including initial public offerings, carve-out financial statements, significant discontinued operations reporting requirements, the application of purchase accounting, and the post-merger integration of finance business processes.