Learning Options

Mergers and Acquisitions-Benefits, Compensation and Other HR Issues
Certification Course: T6

Identify the Opportunities and Pitfalls

This intermediate-level, two-day course gives you practical guidelines for assessing opportunities and pitfalls in U.S. mergers, acquisitions, divestitures and similar transactions. You will examine detailed methods for effective due diligence for plan design, costs and structures.

• Discover the various types of transactions and the impact they have on employee rewards programs
• Focus on the key priorities of HR throughout the transaction process
• Learn the role of HR in the due diligence process
• Gain an understanding of the key priorities of HR in the integration phase including employment relationship, communication and cultural alignment
• Learn about integration issues within benefit plans
• Examine compensation programs and issues within executive rewards
• Discuss other programs beyond compensation and benefits to attract, motivate and retain employees
• Learn components of a successful integration and methods to measure the success of the transaction as perceived by various stakeholders

Who Should Attend

This course is designed for human resources and finance professionals who seek detailed knowledge of the human resource implications in M&A transactions involving companies with existing benefits, compensation and human resources programs. You should have a basic understanding of the various types of U.S. benefit and compensation plans and their corresponding designs. Participants need to be proficient with the content presented in WorldatWork courses B2 and B3.

What You Will Learn

Transactions and Their Impact on Rewards Programs

• Types of transactions
• How transactions are structured
• Reasons for transactions
• Impact on employee rewards

HR in the Process

• Transaction process
• Human Resources involvement
• Key priorities for HR in the process
• Participation on teams

Due Diligence and the Sale and Purchase Agreement

• Key priorities for HR in the process
• Due diligence
• Benefit programs
• Compensation programs
• Other rewards programs
• International issues
• Contract negotiations
• The sale and purchase agreement

Planning the Integration Process

• Key priorities for HR in the transaction phase
• Framework for integration planning
• Key priorities for HR in the integration phase
• International issues

Integration of Benefit Plans

• Retirement plan integration
• Integration of funding and contributions
• Retirement plans—special issues
• Health and welfare plan integration
• Communication of health and welfare changes

Integration of Compensation Programs and Executive Rewards

• Compensation plan integration
• Pay practices
• Executive rewards plans
• Communication of compensation changes

Integration of Work-Life, Performance and Recognition, and Development and Career Opportunities

• Other rewards programs
• Succession planning
• Payroll/HRIS systems integration
• Cultural alignment
• Communication of changes in other rewards programs

Keys to Successful Integration

• Post-transaction integration
• Post-transaction measurements

	Credits CCP: Elective CBP: Elective Certificate in Retirement Programs Design and Administration: Required Recertification: 2 course, .5 Exam CEUs: 1.5 Course, .3 Exam; CPEs: 16 CPIM/CFPIM/CSCP: 14 points CFP: 14 PHR/SPHR/GPHR recertification hours: 16
	Faculty
	Course book amendments
	Test your knowledge

Consider Bringing This Course to Your Location This professional development program and others offered by WorldatWork can be customized to meet the unique needs of your organization and delivered at your location. For more information, contact a Corporate Education Resource Manager at 877/710-5970 or 480/905-5980.