Preparing for the Future: Institutional Mergers and Strategic Alliances in Higher Education (Conference for Corporate Attendees)

Conference: April 1, 2019 12:30 pm to April 2, 2019 4:00 pm Eastern
Location: Boston, MA


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STEP 1: Attendees
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STEP 2: Attendee Information

Mergers, partnerships, and other institutional combinations 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 combination.

Unfortunately, the benefits of scale and competitiveness do not come easily or without risk. Key considerations have to be understood when evaluating, negotiating, and implementing a strategic alliance or 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.

Program Content

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:
    • Presidents
    • Provosts
    • CFOs
    • Executive Board Members

If your organization is interested in sponsoring this event, please contact Grace Royal at

CPE Credits Available

Continuing education credits: CPE

Recommended CPE Credits: 10.5

Program Field of Study:  Specialized Knowledge

Delivery Method: Group Live

Prerequisites: None

Program Level: Basic


Dr. Ricardo Azziz, Chief Officer, Academic Health & Hospital Affairs, State University of New York (SUNY) System Administration; Principal, Azziz & Associates Consulting

Dr. Nivine Megahed, Ph.D., President, National Louis University

Dr. Susan Poser, Provost and Vice Chancellor for Academic Affairs, University of Illinois at Chicago (UIC)

Dr. James E. Samels, President, The Education Alliance & The Samels Group