Corporate Development (CD) Forum

 "CD Forum"  is a quarterly dinner meeting/ discussion forum for Corporate Development Officers (CDOs) and other M&A, Transactional and Strategy executives, generally from larger corporations.  Over the 15 years of the Forum more than 200 CDO's have attended, with many current "regulars."  A typical dinner discussion group has a CDO leading the discussion on an important topic of interest, with 15 to 25 CDOs attending.

Value proposition:  This exclusive, strictly peer-to-peer, meeting is an excellent forum for Corporate Development Officers and other corporate transactional executives to share experiences and best practices while developing relationships in a convenient, enjoyable and relaxing setting. 
Testimonials:
       "Since its inception, over 10 years ago, the CD Forum has been for me a great vehicle for exchanging ideas and insights with many other CD executives." Joe Dunning, Vice President, Mergers & Acquisitions, J.M. Huber Corporation. 
                                                                                                      
       "The CD Forum is an intimate and valuable venue for business development professionals to discuss openly topical issues and best practices, and to network for new ideas. I have developed relationships with high-level colleagues from other companies here who I never would have met otherwise," George Koutsaftes, Vice President, Mergers & Acquisitions, Honeywell Specialty Materials. 

Attendees:  Prior attendees of the CD Forum include Hercules Angelatos, SVP-Administration/Finance, Hapag-Lloyd (America); David Blaskey, SVP, Development & Integration, Avis Budget Group; Brian Buchert, Director, Corporate Strategy and M&A, Church & Dwight; Pierce Cleary, Manager of Business Development, Metal Improvement Co., Subsidiary of Curtiss-Wright; Pat Fetaya, New Business Development, Ethicon, Inc., a Johnson & Johnson Company; Kevin Kilroy, Head of Business Planning, RBU NA, Linde Group; Mitch Koppelman, VP, M&A & Planning, Minerals Technologies;  John Lillis, VP, Acquisitions and Strategic Alliances, Pitney Bowes Management Services; Bob Lurie, VP North American Business Development, Ocean Power Technologies; Koshi Okamoto, Executive Director, Corporate Business Development, Hitachi Metals America; Laurent Paty, Director of Customer Programs and Market Development, Petra Solar; and Rick Surett, SVP, Financial Planning & Analysis, Ports America.

The CD Forums are kindly supported by IntraLinks and EisnerAmper LLP and Gibbons P.C. and Woodruff Sawyer

2024 In-house Forum Dinners:

October 1, 2024
December 5, 2024

The next CD Forum on October 1:

Sara Press, Vice President of Corporate Development at ADP, will lead a group discussion on A Look at M&A Integration Through a Corporate Development Lens. M&A or post-merger integration is critical to the success of an M&A transaction, yet also one of the most challenging aspects of an acquisition to get right. At our meeting, Sara will lead a group discussion on strategies for executing a successful integration, with or without dedicated M&A integration resources, and examine the following issues:

  • When and how should you think about integration during the deal evaluation process? 
  • How should integration planning influence your due diligence process?  
  • How and when do you form an integration team and who should be on it?
  • What role should the corporate development team play in the integration process?
  • What resources and tools (internal and external) can help facilitate integration management? 
  • What are advantages and disadvantages of using large firm or consulting resources for integration?  
  • What are common integration pitfalls and how can they be avoided? 
  • What governance measures can be put in place to track performance and help ensure the integration’s success?

Sara has over 15 years of investment banking and M&A experience, including over 6 years in Corporate Development at the Payroll/HR company Automatic Data Processing (ADP) a NASDAQ listed company with over $100B in revenue. Sara previously held roles in investment banking and strategy at Merrill Lynch, Blackstone and Paramount (f.k.a. Viacom). She graduated Summa Cum Laude from Dartmouth College and received her MBA, with Honors, from the Wharton School at the University of Pennsylvania.  

INTERESTED IN SPONSORSHIP OPPORTUNITIES?  Contact Lou Halstead (lhalstead@acg.org) or Diane McLevy (dmclevy@acg.org) to learn more. 
Click on the following link to view the ACG NJ CD Sponsors Package: ACG NJ CD Forum Sponsorship Packages