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Spring 2018 Conference Schedule
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All events that appear in the following schedule are included in purchasing a Full Conference Registration except courses.

Courses are priced separately, and do not require conference registration in order to purchase and attend. Please note that each course change/transfer will incur a $50 administrative fee (before or on-site). The fee is per course, not per transaction. 

Attending both the M&A Source and the IBBA conferences while in New Orleans? Check out the joint conference schedule to plan your trip. 

Sunday, May 6
7:00 - 8:00 am Breakfast (course attendees only)  
8:30 am - 12:30 pm Course #312:The Changing M&A Advisor Practice Model  
8:30 am - 12:30 pm Course #363: Overcoming Complexities of Selling Manufacturing Companies  
12:30 - 1:30 pm Lunch (course attendees only)  
1:30 - 5:30 pm Course #442: Fundamentals of Lower Middle Market Private Equity with a Focus on Teasers and CIMs  
1:30 - 5:30 pm Course #324: How to Use Business Valuation to Close Better Deals!
Monday, May 7
8:00 - 10:00 am

Leadership Meeting (all members invited to attend)


 8:00 - 12:00 pm Course #416: Helping Sellers Identify the Most Suitable Buyer & Type Transaction when Selling Their Company  
 8:00 - 12:00 pm Course #383: Keys to a Successful Outcome in the Due Diligence Process  
10:00 am - 1:00 pm Board Meeting (by invitation only)

12:00 - 1:00 pm

Lunch (course attendees only)


1:00 - 5:00 pm

Course #460:How to Prepare a Quality of Earnings Report


1:00 - 5:00 pm

Course #418: What is a CRUT, CRAT, STAN-CRUT, NIMCRUT, NICRUT? Not a Foreign Language, but Ways to Help your Seller.


6:30 pm - 8:30 pm

Welcome Reception, hosted by:

Off-site

 

Tuesday, May 8
7:00 - 8:00 am Breakfast
8:00 - 9:30 am Capital Market Readiness (It's Never Just About the Money)
9:30 - 9:45 am Morning Break
9:45 -10:45 am Selling to a Public Company -- Preparing Your Clients to Maximize Value
10:45-11:45 am Tax Update  
12:00 - 1:30 pm

Keynote Speaker & Luncheon:

The New Normal (Too Much Money Chasing, Too Few Deals)

Doug Tatum


1:45 - 2:45 pm Critical Decisions in the M&A Process: Positioning Your Firm to Attract and Close Sell-Side Assignments
2:45 - 3:45 pm Getting Search Fund Deals Done
3;45 - 4:00 pm Afternoon Break
4:00 - 5:00 pm Working Capital The Importance of Managing Liquidity and Efficiency  
5:00-6:00 pm Women’s Leadership Forum Panel Discussion: Women as Dealmakers  
6:30 pm - 8:30 pm 

Opening Reception hosted by:

 

Off-site

 

Wednesday,  May 9
7:00 - 8:00 am Breakfast 
8:00 am - 1:15 pm Dealmakers Expo
 12:00 - 1:15 pm Lunch  
 1:30 - 2:30 pm Tools of the Trade