Set your institution up for future success. Learn how to navigate the complex world of strategic mergers.
Mergers will be a reality for a large number of colleges and universities as the landscape of higher education changes and becomes more competitive than ever. However, successful mergers cannot only be about survival or fixing bad economics; the resulting institution has to be stronger as a result of the union.
Unfortunately, the benefits of scale and competitiveness do not come easily or without risk. Key considerations must be understood when evaluating, negotiating, and implementing a strategic merger. Further, it’s too late to prepare once a merger or alliance is being pursued. Leaders need to be proactive and understand the landscape so that they can be either opportunistic or strategically positioned to create the best possible outcome for their institution.
Our panel of expert leaders and published authors on the subject have all experienced mergers, acquisitions, and consolidations. They will share real strategies and processes to ensure you have the ingredients to be successful. Join us for this practical and interactive learning experience to learn how to:
- Identify key areas for partnership
- Create a strategy for early conversations
- Navigate deal features and understand what it takes to be successful
- Gain board approval and overcome regulatory obstacles
- Ask the right questions and identify potential risks and threats
There will be ample opportunity for interaction, dialogue, and collegial exchange between peers who want to be more proactive about the future.
Who Should Attend
This learning experience will benefit those seeking resources to support the health of their institution, including:
- Senior university and college leaders
- Senior academic, financial, and executive professionals, such as:
- Executive Board Members
CPE Credits Available
Continuing education credits: CPE
Recommended CPE Credits: 10.5
Program Field of Study: Specialized Knowledge
Delivery Method: Group Live
Program Level: Basic
What Our Speakers Say
“As higher ed continues to grapple with what the future will look like, this is a unique program that addresses one of the most powerful, transformative, and misunderstood opportunities that face our institutions.”
Dr. Ricardo Azziz, Chief Officer, Academic Health & Hospital Affairs, SUNY, Principal, Azziz & Associates Consulting
“We are living in a era where higher education must think about innovative ways to structure their organizations for student success. It is exciting to think of all the ways institutions can work together to improve both their business model and student outcomes.”
Dr. Nivine Megahed, Ph.D., President, National Louis University
Your registration fee includes full access to all conference sessions and materials, access to the networking reception on Monday, breakfast and lunch on Tuesday, as well as refreshments and snacks throughout the conference.
12:30 to 5:30 p.m.
Through a lively discussion and guidance from our instructors, you will learn the key areas for partnership opportunities and set the stage to build on your institution’s strengths for the future.
Institutions embark on mergers and joint ventures with a great deal of good will. As things progress, there are times when due diligence sheds light on areas for concern. We will examine a potential merger that did not come to fruition and discuss what strategies to consider from start to finish.
This discussion cycle will be framed by our facilitators to provide you an opportunity to share how your campus is preparing for the future of higher ed and to share your reactions to the previous sessions.
The recent statutory reorganization in the University System of Georgia highlights some of the key trends in higher education. From this, we can draw many lessons on how to gain buy-in and find the common pathway for alignment and working towards the future. You will learn the key features as well as what you need to consider given the size and scale of your institution.
This informal reception is your chance to decompress, have some refreshments on us, and expand your network of connections. Our programs are intentionally designed for smaller groups, so this is a great time to catch-up with attendees and speakers whom you may not have connected with yet.
8:30 a.m. to 4:00 p.m.
Models and Examples
President Nivine Megahed from National Louis University will discuss the acquisition of Kendall college (a for-profit Laureate Education college). Through acquiring Kendall College, they were able to add three new programs including hospitality, early online childhood, and culinary. Nivine will highlight the opportunistic mindset that drove at faster than normal speed transaction (taking less than one year). Since the acquisition, they are more aware of the day to day realities. This case study may also help dispel myths about what happens after integration.
Institutional expansions and acquisitions can take on a number of forms. Acquiring distressed assets as an institution is going out of business is one way to expand your portfolio. President Nivine Megahed from National Louis University will discuss this approach that requires rapid intensive regulatory and institutional accommodation but circumvents all the legal costs required to do a standard acquisition of assets. When these opportunities arise, an institution must move very quickly to address student needs successfully.
During this time, we will divide into cohorts to support the afternoon’s small group discussions with our speakers. You will meet your mentor group, and we’ll set up the rotation times for the afternoon following lunch.
We will break into smaller groups for several rounds of discussion, so you can share an informal space to probe further into the case studies and get your questions answered. Our experts will be open to frank conversations about their experiences.
Following the mentor group discussions, our panelists will support the group in further distilling the key process considerations for your specific challenges. Themes may include:
- Strategies during the due diligence process
- How and when to involve key players
- Gaining support from the campus and community
- How to gracefully exit a deal
- Transparent communication, internally, and externally
- How changes in leadership could potentially impact a deal
You will be guided through a series of discussions and planning exercises to map out strategies for better defining your profile and becoming more active in finding potential partners and identifying future opportunities.
Dr. Ricardo Azziz
Chief Officer, Academic Health & Hospital Affairs, State University of New York (SUNY) System Administration; Principal, Azziz & Associates Consulting
Dr. Azziz is a recognized leader in higher education. He is co-author of the upcoming book “Mergers in Higher Education: Pursuing Sustainability, Breadth, and Excellence through Scale” (Johns Hopkins Press, 2019). Dr. Azziz oversaw the merger that resulted in Georgia Regents University (now Augusta University), serving as founding president. Prior, he served as president of Georgia Health Sciences University, leading the creation of the state’s only public academic health system.
Associate Managing Principal, AGB
Jim’s consulting practice includes supporting institutions with strategic decision making around their academic portfolio through cost/benefit analysis. Prior to joining AGB Institutional Strategies, Jim led the reengineering efforts of Plymouth State University’s undergraduate admissions department, which resulted in two straight years of record first-year enrollment with more college ready students.
Dr. Nivine Megahed, Ph.D.
President, National Louis University
Prior to her current role, Dr. Megahed has lead the American School of Professional Psychology in Hawaii as campus dean and has been president at multiple institutions, including the University of Sarasota and Kendall College in Chicago. She has overseen multiple colleges and universities for Kaplan Higher Education and other organizations where she provided leadership in the development of new programs and operational and educational quality, combining academic expertise, and business acumen in the service of student success.
Set your institution up for future success. Learn how to navigate the complex world of mergers, partnerships, and strategic alliances.
Team Discounts Available
- 1-2 registrations: full price
- 3-4 registrations: 15% off each conference registration
- 5-7 registrations: 20% off each conference registration
- 8 + registrations: 25% off each conference registration
Purchase the conference binder, which includes all presentation slides, worksheets, action plans, and additional resources.
Note: Conference attendees do not need to purchase materials separately.
Questions About the Event?
Program Manager, Academic Impressions
*All-inclusive members receive $250 off of conference registrations (in addition to the early bird discount if applicable). Academic Affairs, Advancement/Alumni Relations, Business Office, Enrollment Management, Student Affairs, and Leadership members will continue to receive $100 off conference registrations. Upgrade your membership to qualify for a higher discount. Please note this discount is not applicable on pre- or post-conference workshops or conference binders.