Key takeaways
Host: Katie Glynn, partner, Deloitte & Touche LLP
Presenters: Keturah Henry, principal, Deloitte & Touche LLP
Christine M. Murphy, managing director, Deloitte & Touche LLP
Heath Poindexte, partner, Deloitte & Touche LLP
Blaine Post, senior manager, Deloitte & Touche LLP
1.0 Overview CPE credit | Specialized Knowledge
As the business landscape evolves, companies increasingly focus on driving greater value from mergers and acquisitions (M&A) while continuing to hit synergy targets with more speed and efficiency. The controllership function plays a critical role in ensuring compliance with external reporting requirements for executing an M&A but also has an opportunity to serve as a strong business adviser to drive synergies. We’ll discuss:
- Controllership’s responsibility in the integration process (short term vs. long term)
- How to balance time spent on compliance and value-driven activities
- How finance can protect and enhance deal outcomes
Meet the speakers
Katie Glynn
Katie is partner with Deloitte & Touche LLP. She specializes in helping clients address complex record to report challenges to reduce risk and enhance management oversight through business process re-design, enabling technologies, and finance master data governance. A primary focus of Katie’s is assisting organizations to transform the end-to-end intercompany process by designing and implementing solutions that meet the specific needs of her client constituents across Finance, Treasury and Tax. She holds various leadership roles to driving leading practices and the enhancing the Deloitte brand including the leader of the Deloitte Intercompany Center of Excellence and the Eminence Lead for the Deloitte Center for ControllershipTM.
Clif Mathews
Clif is a partner in Deloitte & Touche LLP's Transactions and M&A practice, where he leads the M&A Accounting, Reporting, Integration & Separation offering. With more than 20 years of accounting and reporting experience across various industries, Clif has broad knowledge in US GAAP and SEC rules and regulations, including those specific to business acquisitions, spin-offs and separations, carve-out financial statements, discontinued operations reporting, pro forma financial information, IPOs, and registration statements. Clif also has deep experience gained through his lead role on numerous buy-side and sell-side transactions. Clif has worked with clients in a variety of industries, including consumer products, industrial products & services, retail, travel & hospitality, and real estate.
Christine M. Murphy
Christine is a managing director in Deloitte & Touche LLP’s Transactions and M&A practice, focusing on divestitures, integration, and readiness. With more than twenty years of experience at Deloitte, Christine has focused her career on assisting clients in meeting their financial accounting and reporting requirements related to various transaction filing requirements and the process transformation driven by those transactions. Christine has served as a leader on the project teams for several global complex transactions across carve-out financial statements, separation planning and execution, purchase accounting, acquisition integration, IPO filings and preparing to become a public company. Christine has performed numerous presentations and publications on these topics. Christine is a CPA and member of the AICPA.
Heath Poindexter
Heath is a Deloitte Risk & Financial Advisory partner, with Deloitte & Touche LLP. He has over 18 years of experience specializing in consultative services related to acquisitions and divestitures, technical accounting and financial reporting, as well as designing and implementing new accounting policies and procedures. Heath has worked primarily in the Energy, Resources and Industrials industry throughout his career and has led a variety of engagements assisting organizations through public offerings, reorganizations, merger integrations, alignment of new segments, spin-offs, the development of carve-out financial statement, pro forma financial statements, and the associated registration statements for each transaction. Additionally, Heath has supported organizations with the implementation of new accounting standards, and the development of processes and controls to most efficiently support the organization. He is a licensed CPA in Texas and a frequent speaker at both internal and external conferences.
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