Managing mergers & acquisitions: Connecting people, technology, & processes
Date: September 23, 2021
Time: 12:00 PM - 1:00 PM ET


Hosted by Thomson Reuters

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When it comes to mergers and acquisitions, you don’t know what you don’t know. Whether your firm is looking to be acquired or doing the acquiring, join Thomson Reuters for this hot- topic panel discussion covering everything your firm needs to know about M&A. We’ll cover topics like:

  • How to prepare
  • People/culture
  • Technology
  • Processes
  • Change management
  • Pre & post M&A activity
  • Turnover/staffing
  • How to communicate changes to your clients

Speakers:

Steve J. Talkowskyp, CPA, JD, LLM
Tax Partner
WithumSmith + Brown PC

Steve Talkowsky is currently a Tax Partner at WithumSmith + Brown, PC, having served as Tax Attorney and CPA in public accounting for 25 years. His specialties in practice include corporate and partnership taxation.

Suzanne Klein
Client Project Manager
Thomson Reuters

Suzanne is a Client Project Manager with the Professional Services team at Thomson Reuters. She has a passion for bridging the gap between technology products and the people who use them. She provides onsite and web-based consulting to firms regarding the implementation and adoption of workflow and document management software. She also manages complex software implementations for firms implementing multiple products at one time.
Will Hill
Senior Product Manager
Thomson Reuters

Currently serving as Senior Product Manager – Tax Professionals Advisory at Thomson Reuters, Will has been with Thomson Reuters since 2001. Presently, he focuses on helping firms make the transition to being advisory focused through the development and growth of Practice Forward. His varied background with firms of all sizes and specialties provide a solid foundation for business process-oriented training and consulting. Will was named to the CPA Practice Advisor 40 under 40 list in 2015 and 20 under 40 in 2018.
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