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Distance Learning
Distance Learning

Leadership Lessons from the Merger Front

Thursday, January 11, 2018 1:00 PM ET


Using the successful merger of the Berklee College of Music and The Boston Conservatory as a case study, a CBO, an investment banker with credit rating experience, and an attorney will share how they planned and implemented a successful merger between two non-profit colleges. Learn how the institutions explored and assessed the full spectrum of possible alliances, from shared facilities or services to a full asset merger. Hear how leaders harmonized strategic visions and developed a new vision and strategic plan for the combined entity. Lessons learned around governance issues, credit market impacts, and unforeseen “bumps in the road” will be shared.


After participating in this program you will be able to:

  • Understand how to apply best practices in planning and executing a merger of non-profit colleges and universities. 
  • Develop a financial plan that is sustainable for the combined entity and reflects the strategic objectives of the merger.
  • Develop an appropriate governance structure, both pre- and post-closing, that ensures alignment with the strategic and financial objectives of the merger.


  • Richard "Mac" Hisey,
    Senior Vice President of Administration and Finance and Chief Financial Officer, Berklee College of Music
  • Anne Phillips Ogilby, Partner, Ropes & Gray
  • Nick Waugh, Vice President, Higher Education & Nonprofit Finance Group, George K. Baum & Company
  • Randy Roberson (moderator), Director, Strategic Initiatives, NACUBO


  • Chief Financial Officers
  • Chief Business Officers
  • Associate Vice Presidents
  • Controllers
  • Treasurers

Course Information

  • Course Level: Intermediate
  • Course Type:  Group internet based training
  • CPE Field of Study: Specialized Knowledge
  • Length: 75 minutes
  • Prerequisites: none
  • CPE Credits: 1.5 (each person must register individually to earn CPEs)


Member Registration: $129.00
Registration: $219.00


Viewing a Program

If you have registered for a NACUBO webcast:

  • Log in to MY NACUBO
  • Click My Distance Learning Programs under the My Professional Development Section
  • Click the name of the webcast you wish to view
  • The webcast will open in a new window

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Technical Requirements

Software/Browser Requirements

  • Windows XP/Vista/7
  • Windows Media Player 10,11 or 12
  • Adobe Acrobat Reader 7.0 or later
  • Flash Player 10.x

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CPE Information

NACUBO 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: