Key takeaways
Host: Beth Kaplan, managing director, Deloitte & Touche LLP
Presenters: Maria Bunch, principal, Deloitte & Touche LLP
Jenny Gilmore, managing director, Deloitte & Touche LLP
Brian Martin, vice president, Pfizer Inc.
1 Overview CPE credit | Specialized Knowledge
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 founder and chief adviser for the Center for ControllershipTM and managing director for Finance Transformation and Controllership Services at Deloitte & Touche LLP. She has more than 35 years of experience in roles as an auditor, CFO/controller, and financial operations consultant, and specializes in helping the Controllership function improve overall finance processes, reduce cost of delivery, and reduce risk. She has served some of the largest global and national organizations as they transform their controllership function driven by mergers, accounting changes, and system transformations. Beth has been published several times with insights into financial close and reporting process improvements, effective control design, the role of the controller, and technology transformation for the future of controllership.
Jenny Gilmore
Jenny is a Deloitte & Touche LLP managing director and leads the Controllership Accounting & Reporting Services 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.
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