October 2001

Thursday, October 18, 2001
CityPlace Conference Center

Mergers & Acquisitions

Enhance your audit skills by learning about the internal audit’s role in mergers and acquisitions.

Lunch Meeting 12:00pm
Registration begins at 11:30am

Trends and Risks in Mergers & Acquisitions

Presented by John Trampe, CPA, CIA - Director, Global Risk Management Solutions, PwC

John will discuss recent trends in merger activity. He will also address risks organizations face as they complete acquisitions and mergers and how internal auditors can help organizations mitigate these risks.

John is a Director in the Global Risk Management Solutions unit of PricewaterhouseCoopers LLP and has over 27 years experience in internal audit, public accounting and in industry practice. For the past year, he has led a major internal audit outsourcing engagement for a Fortune 150 corporation.

John has a great deal of experience and is heavily involved with the implementation and monitoring of key performance indicators to detect operational stability issues during major acquisitions.

He regularly speaks on managing risk during mergers and acquisitions, and recently authored an article for the Journal of Accountancy on "The Internal Auditor's Role in Mergers and Acquisitions."

John earned a Bachelor of Business Administration with an emphasis in Accounting from the University of Notre Dame. He is also a past President of the Dallas Chapter of the IIA.

Make your Reservation

Pre-Meeting 10:30am

Internal Auditors Role In Mergers and Acquisitions - Best Practices And Lessons Learned

Panel Of Expert Auditors, Moderated by John Trampe, Director in the Global Risk Management Solutions, PwC

The panel also includes:

• Sin Leng Wong, Texas Instruments
• Lisa Back, Bank of America
• Harry Korin, JCPenney
• Dennis McGuffie, Triad
• Bob Carr, TXU

Last year, the total value of mergers and acquisitions exceeded $1.5 trillion worldwide. Sooner or later, nearly all of us will be involved with a Company merger or acquisition. This is your chance to learn so you and your internal audit team will be prepared to contribute.

Come and hear this panel of experienced audit professionals from a diversified mix of industries discuss the following related to mergers and acquisitions:

• Best Internal Audit practices in mergers and acquisitions
• Lessons learned - get involved up front, stay involved
• Due diligence in mergers and acquisitions
• Adding value to the merger and acquisition process
• After the fact involvement - Auditors role in business integration

Make your Reservation

Post Meeting 1:30pm

What an Auditor Needs to Know About Mergers & Acquisitions
Presented by John Morgan, Partner - Enterprise Risk Services, Deloitte & Touche

John has over 26 years of professional experience in the auditing profession. John is a seasoned internal audit professional with over 19 years of utility/energy industry experience, including 15 years in audit management positions. John has extensive experience in auditing critical business practices including mergers and acquisitions.

John is an honors graduate of the University of Florida and a Certified Internal Auditor. He is a member of the Institute of Internal Auditors and Vice Chair of the International Editorial Policy Committee, which oversees the publication of the IIA’s professional journal and periodicals.

Make your Reservation

All Meetings are at CityPlace Conference Center, 2711 North Haskell at Central Expressway in Dallas.