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Leadership Lessons from the Merger Front

Learn the best practices, financial planning, and alignment strategies involved in mergers.

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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.

Meet the Presenters

  • 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

Webcast Leadership

What You Will Learn

NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. After participating in this program, you will be able to:

  • 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.
  • Understand how to apply best practices in planning and executing a merger of non-profit colleges and universities.

Who Should Attend

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

CPE Information

There are no CPEs offered for this event.

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

Registration Rates

For registration assistance: 800.462.4916 or

Member Standard Ends January 1, 2222


Non-Member Standard Ends January 1, 2222