ACG Kentucky Virtual | Reopening the Economy - What's Next

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ACG Kentucky

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June 9, 2020 1 PM - 2 PM EDT

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Online event
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Overview

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Post-COVID business won't be as quick and easy as the flick of a switch

The reopening of the economy won't be as quick and easy as the flick of a switch. It will carry many considerations and risks. Join ACG Kentucky for its virtual meeting June 9 @ 1 p.m. to hear professionals from Dentons, BKD CPAs & Advisors and ADP discuss the outlook for M&A, workforce and accounting issues that business will be facing. 

Panelists: Daniel E. Fisher, Partner, Dentons | Steven H. Martin, CPA, Partner, Transaction Services, BKD CPAs & Advisors |  Sushma Tripathi, Vice President, Workforce Strategy and Compliance, ADP Strategic Advisory Services. Moderator: Brad Smith, Managing Partner, MCM CPAs & Advisors. 

Tripathi is well equipped to discuss key HR considerations  how the workplace will look different after COVID-19.S she consults with many clients on issues around M&A activity.

Martin brings some perspective on opportunities and challenges he is seeing in the current M&A environment. He has been spearheading a service that focuses on helping companies through the recovery process - addressing short-term liquidity needs, assessing financial and operational performance and creating an action plan.

Fisher, a co-leader of Dentons' healthcare and M&A groups, brings substantial experience with complex mergers and acquisitions and financial transactions, and his core practice focuses on strategic initiatives at all stages of a business's life cycle.

Speakers

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Fisher

Daniel E. Fisher

Dentons
Partner, Co-Leader of Health Care and M&A Groups

Dan Fisher is a member of Dentons' Corporate group and is a co-leader of the Health Care group and a co-leader of the Mergers and Acquisitions group. He has substantial experience with complex mergers and acquisitions and financial transactions, including transactional services for clients in highly regulated industries. 

Dan's core practice focuses on strategic initiatives at all stages of a business's life cycle. He also serves as outside counsel to several clients, providing legal advice on their commercial and operational needs and on governance best practices.

Dan's transactional practice is diverse, as are his clients. His experience is principally middle-market, but he has served as lead counsel on large, public-company transactions and several closely held company transactions.  His experience extends to transactions for profit and non-profit companies.  Dan has participated in several roll-up transactions, some of which immediately preceded the filing of an initial public offering of stock.  He frequently advises on complex, tax-related transactions for companies, including a variety of transactional strategies involving employee stock ownership plans (ESOPs), tax-free reorganizations, and various tax deferral strategies for sellers (such as 1031 exchanges and opportunity zone investments). 

Dan is very active in representation of health insurers, health maintenance organizations, and health care providers throughout the United States.  He regularly serves as transactional and regulatory counsel for health insurers and providers of health care in their strategic initiatives, including mergers and acquisitions, asset acquisitions, affiliation agreements, joint ventures, clinical integration and innovative payment models, management service organization structures and, more recently, private equity investment in physician practices and other health care providers.  Dan provides counsel to companies on debt and capital formation strategies.  He advises senior housing companies on multi-family residential loan transactions with Fannie Mae, Freddie Mac and HUD. In addition to his provision of services to health care providers and health insurers, Dan regularly counsels manufacturers, restaurant and hospitality clients, franchise systems, construction companies, real estate developers, energy producers, and coal and natural resource companies.

Dan is recognized by his peers and leading industry publications as a leader in Kentucky in corporate/mergers and acquisitions and health care. 

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Tripathi

Sushma Tripathi

ADP
Vice President

Sushma Tripathi serves as Vice President, Workforce Strategy and Compliance in ADP’s Strategic Advisory Services group, and is responsible for actively working with clients to help them develop and execute their workforce strategies. Her experience cuts across many industries, spanningfrom large multi- nationals to national organizations pursuing global growth.

ADP’s Strategic Advisory Services is a team of experts that helps clients develop and execute highly effective Human Capital Management (HCM) strategies in the areas of compliance, benefits, payroll, data analytics, service delivery, workforce management, talent management as well as communications and change management.

Sushma brings more than 20 years of experience in leadership, operations and product management in workforce management, payroll, compensation and benefits strategy, compliance, and administration in the fast-paced, high-growth, outsourcing and insurance markets. She is a recognized authority and a noted speaker at industry conferences and events, a frequent contributor to ADP blogs and widely published in news outlets, including SHRM, Employee Benefits News, HR Daily Advisor, HRO Today, Forbes, CFO Magazine, and CPA Practice Advisor.

Before joining Strategic Advisory Services, Sushma served as VP of Total Absence Management at ADP where she had P&L ownership and oversaw all facetsofthebusiness,includingimplementation, clientserviceandoperations. She joined ADP in 2012 through the acquisition of SHPS Human Resource Solutions, At SHPS she served as SVP, Product Management, where she was instrumental in enhancing both the client and participant experience. Prior to joining SHPS|Carewise Health, she served as a Director, Product Development and Management for Cigna, as well as various positions in benefits administration at Independence Blue Cross and Strawbridge & Clothier.

Sushma has a Master of Business Administration degree from Drexel University with dual majors in finance and human resources management.

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Martin

Steven H. Martin, CPA

BKD CPAs and Advisors
Partner, Transaction Services

Steve has more than 30 years of advisory experience, including consulting with clients on enterprise change initiatives, business transactions, outsourced management and turnaround, financial modeling and audit services.

His career consists of creating shareholder value in midsize manufacturing and distribution companies with revenues between $10 million and $250 million.  One of his focuses is on businesses sold to, or purchased by, private equity groups.  He assists in monetizing value through business transactions between $5 million and $250 million.  Advising to over 175 M&A deals, consulting on over 250 companies and serving over 50 private equity firms.

Steve has successfully managed more than 20 enterprise-wide strategic change projects, including 12 implementations of enterprise information technology, some of which were manufacturing and accounting systems.  All change projects were designed to support growth, create a competitive strategic position and/or create infrastructure to aid in the monetizing of company value.

He has effectively executed roles in various temporary management positions, including president, chief financial officer, controller, risk manager and crisis manager.  All roles were performed in conjunction with strategic initiatives, including business sales, enterprise change, organizational restructuring or turnaround/crisis management.  Turnaround/crisis management included responsibility for liquidity, organizational restructuring, sales transactions and negotiation with secured and unsecured creditors.

Steve has developed hundreds of data analytics models to quantify significant economic relationships to support strategic decision making, including acquisition evaluation, operational/capital restructuring, strategic planning, transaction planning and strategic pricing decisions.

He is a 1987 graduate of Kelley School of Business at Indiana University, Bloomington, with a B.S. degree in accounting.

Hosted by: ACG
Chapter
Kentucky
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This special event is free to ACG Kentucky members and sponsors.  Others may attend as guest to learn more about ACG Kentucky and ACG, and we'll send information about how to join our group as a full member or Emerging Leader/Young Professional.