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Driving Trends: 

Mergers Acquisitions and Strategic Alliances

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Jackson McDonald Legal Firm

A Community Sector Breakfast Forum and Workshop

hosted by WACOSS in partnership with Jackson McDonald

Fifty per cent of Directors of not for profit social services, said in the past year they have discussed the possibility of a merger. About a quarter of these organisations are expecting a merger to happen within the next two years. (NFP Governance & Performance Survey, 2014, Australian Institute of Company Directors)

WACOSS in partnership with the legal firm Jackson McDonald are hosting two events that will explore the impact, risks, challenges and critical steps involved with mergers, acquisitions and strategic alliances. 

These events will give board members and executive staff from not for profit community organisations an opportunity to better understand the drivers behind this trend and what they need to know for strategic decision making, successful implementation and outcomes for clients and the community services sector.

Breakfast Forum 7:00am to 9:30am

The breakfast forum will explore the driving trends and key questions for the sector.  Speakers will include Chris Hall, CEO Mercy Care (who has completed a Churchill Fellowship overseas on the topic), Elizabeth Tylich, Principle Solicitor, Jackson McDonald, a legal firm who specialise in working with the NFP sector.  

Speakers from the community sector include Francis Lynch ACOSS President and CEO RUAH, Ian Carter AO, CEO Anglicare and Learne Durrington CEO Medicare Local.  

The panel will discuss their perceptions of the drivers, risks, responses and successes and what the implications to the community sector. 

Practical Workshop 11:00am to 3:30pm

The workshop will focus on practical considerations involved in undertaking a merger or acquisition.  The topics covered will include various merger and strategic structure options, steps involved in a merger & restructures and key factors for successful implementation.  A panel of representatives from large and small community service organisations will discuss their experiences and lessons learnt.   Places are strictly limited. 

Who should attend?  Board members, Chief Executive Officers, senior staff and operational & financial managers.

Registration Options

Breakfast Forum Only

Cost:  Members $30; Non-members $60 

Breakfast Forum and Workshop

Cost: Members $150; Non-members $220 

Workshop Only 

Cost: Members $170; Non Members $220

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