Wednesday, June 17

9:00–
11:00 a.m.

AM&AA Advisory Council Meeting
*by invitation only

Ambassador Room

9:00 a.m.–6:00 p.m.

Registration Open

International Foyer

12:00–
2:00 p.m.

CM&AA Advisory Council Meeting
*by invitation only

Ambassador Room

3:00–
5:00 p.m.

Chapter Leader Meeting

*by invitation only

Ambassador Room

5:30–
7:00 p.m.

Networking & Opening Night Reception

International Foyer

Thursday, June 18

7:30 a.m.–
6:00 p.m.

Registration Open

International Foyer

8:00–
9:00 a.m.

Best Practices Committee Meeting

State Room

8:00–
9:00 a.m.

Networking & Breakfast

International Ballroom

9:00–9:10 a.m.

Welcome & Introduction

Gold Room

9:10–
10:00 a.m.

Updates from The Hill
Join a panel of Washington insiders for a discussion on how the 2020 election impacts capital markets. Hear first-hand insights and gain greater understanding on how federal legislation and regulation affects private businesses, M&A transactions, and capital raises. 
1 CPE credit: Specialized Knowledge

Gold Room

10:00–
10:50 a.m.

The Human Side of Due Diligence: The Business of People
Back by popular demand: Join a panel of leaders in human capital and investment fields and discover actionable best-practices on how to successfully navigate through a critically important phase of the transaction. Human capital brings layers of complexity that can make or break a deal.
1 CPE credit: Specialized Knowledge

Gold Room

10:50–
11:20 a.m.

Networking & Coffee Break

International Ballroom

11:20 a.m.–12:10 p.m.

High Yields: Maximizing Deal ROI
Stay ahead of competition and learn from a panel of sell-side intermediaries, leading finance experts, and value growth advisors who share experiences and tools to help buyers make more money in unexpected ways. Think sale-leaseback, spin-offs of non-essential but attractive divisions, intellectual property, life insurance, and other solutions that generate higher yields and maximum ROI for you. 
1 CPE credit: Specialized Knowledge

Gold Room

12:10–
1:10 p.m.

Networking & Coffee Break

International Ballroom

1:10–
2:00 p.m.

Tech Trends in M&A
The success of M&A transactions relies on rich and timely data and data-driven decision making, advancements in technology, digital tools, software support, and smarter decisions through accessible data and analytics. Join this session where intermediaries and leaders in technology share their successes and lessons learned uncovering the best strategies to source and close more deals.
1 CPE credit: Specialized Knowledge

Gold Room

2:00–
2:50 p.m.

Entrepreneurship Through Acquisitions: Emerging Trends
Develop a better understanding of this fast-growing market niche as search fund entrepreneurs, intermediaries, and lenders share ideas and insights for this creative and alternative approach to acquisitions.
1 CPE credit: Specialized Knowledge

Gold Room

2:00–
5:00 p.m.

Deal Connect
Promote your deal opportunities in front of private equity professionals, corporate investors, and other M&A experts, investment bankers, intermediaries and peers. 

*limited space available, no additional cost to particpate*
 

Rouge Room

2:50–3:20 p.m.

Networking & Break

International Ballroom

3:20–
4:10 p.m.

Cybersecurity in M&A: Responding to Risk
Cybersecurity remains a top concern for clients and a priority to address among the industry. Be prepared. Join this session where PEGs and Cybersecurity experts share personal insights to identify vulnerabilities and critical risks and how to create strategic solutions in the due diligence phase of the transaction.
1 CPE credit: Specialized Knowledge

Gold Room

4:10–
5:00 p.m.

Tax Talk: Latest Laws & Savings for Your Deal
The changing landscape of state and local tax laws has created landmines for sellers. Engage in conversation that includes Wayfair's new doctrine of "Economic Nexus", solutions to structure problems, and technqiues to avoid tax and legal challenges. Learn what states are up to tax wise, and its impact on your M&A transactions with panelists that include SALT and leading tax experts. 
1 CPE credit: Tax

Gold Room

5:00–6:30 p.m.

Networking Reception

International Ballroom

Friday, June 19

7:30 a.m.–12:00 p.m.

Registration Open

International Foyer

8:00–
9:00 a.m.

BIEF: Campaign for Clarity
Join this update and discussion to learn about the status of efforts in Washington D.C. on a proposed bill advocating the need for M&A advisors to hold FINRA Securities Classifications to legally faciliate M&A transactions. (Limited seating)
1 CPE credit: Specialized Knowledge

State Room

8:00–
9:00 a.m.

Networking & Breakfast

International Ballroom

9:00–
9:50 a.m.

Market Trends in Private Capital and Debt
In this panel discussion, private credit, regulated bank, and debt placement professionals discuss opportunities, challenges, and insights to the lending markets. Current statistics and trends for transactions with $10mm to $250mm in enterprise value are also examined.
1 CPE credit: Specialized Knowledge

Gold Room

9:50–
10:40 a.m.

Insurance Risk Mitigation: Coming to a Deal Near You
Once only available for larger transactions, representation and warranty insurance now extends to lower and middle market transactions. Do you know the latest in policies and coverage? Avoid mistakes with this second level due diligence and join PEGs and leading experts to discuss emerging trends and lessons learned from recent claims.
1 CPE credit: Specialized Knowledge

Gold Room

10:40–
11:10 a.m.

Networking & Coffee Break

International Ballroom

11:10 a.m.–12:00 p.m.

You Get What You Give: Negotiating the Deal
Leading legal experts and investment bankers share experiences bringing a heightened awareness to how negotiating techniques expedite deal closings while still getting your part of the bargain. Learn how to build and leverage proven methodologies to increase your effectiveness at the closing table.
1 CPE credit: Specialized Knowledge

Gold Room

12:00 p.m.

Conference Concludes

The Alliance of Mergers & Acquisition Advisors (AM&AA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.