$36 – $45

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Puri Business School, Rockford University

5050 E State ST

Rockford, IL 61108

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“When properly conceived and implemented, a merger can strengthen your organization by allowing you to benefit from your partner’s experience, resources, and skills. This is most often a two-way street, with your organization also contributing experience, resources and skills to the mix. Look to the potential whole. Is it greater than the sum of the two separate organizational parts? If so, merger might be the right option for your organization.”
-David LaPiana

Join us for a discussion with area experts on considering, negotiating, and executing a successful merger. Organizations are strongly encouraged to bring an executive as well as a board member who is a potential “champion” for the merger process. You may also wish to bring a leader from an organization with which you are considering a merger or strategic alliance.

TOPICS

  • Forms of Merger: What are the options for structuring your merger?
  • Internal Self-Assessment: What makes a good candidate for a merger?
  • Inter-organizational Assessment: What makes a good partner for your organization?
  • Anticipating Difficulties & Roadblocks: What are common problems in merger
  • negotiations?
  • Negotiation Stages & Strategies: Is this partnership worth pursuing? If it is, how do you negotiate a merger?
  • Implementation: Once the terms of the partnership are agreed upon, how do you make the merger a reality?
  • Funding a Merger: What is it going to cost? Where will I find the money?

The workshop outline follows the structure of The Nonprofit Merger Workbook by David LaPiana. Participants will receive extensive handouts to help guide their learning as well as provide a template for merger consideration in their own organizations.

FACILITATOR
Kristine Pihl Youman is a member of HolmstromKennedy and practices in the Corporate & Business Law Group. She has significant experience in business mergers, acquisitions, divestitures and joint ventures, and provides clients legal advice regarding business organization, governance, restructuring and day-to-day legal concerns. Kristine works with clients in the health care, real estate, retail and technology industries. She also represents financial institutions and businesses in the negotiation and documentation of asset-based and real estate commercial loan transactions. In addition, she advises individuals in the areas of estate planning and estate administration.

PANEL
Mary Ellen Commare, Executive Director, Youth Services Network: Mary Ellen Commare is the Executive Director of Youth Services Network and has held this position for 22 years. She has a deep commitment to helping children and families resolve their trauma, educational, and mental health issues. Her strength is thinking creatively and strategically in developing programs that meet the needs of families in the community. Meld and Youth Services Network have had a long-standing relationship, in that, YSN was Meld's monitor and primary funder, working closely together to assure that pregnant and parenting teens were receiving the best services possible. Several years ago, YSN and Meld decided to save resources by sharing office space and utilizing the same Fiscal Manager. In July 2016, the Meld Board requested a conversation about a merger. The merger was completed December 31, 2016. The goal of the merger is to offer a continuum of care for homeless youth and to utilize valuable resources effectively and efficiently.

Phil Eaton, CEO, Rosecrance: Philip W. Eaton is President and Chief Executive Officer of Rosecrance Health Network – a not-for-profit, comprehensive behavioral health organization. As President/CEO, Mr. Eaton manages a $60 million budget and oversees operations at more than 50 sites in Rockford, Champaign, the Quad Cities, Milwaukee, Chicagoland and elsewhere in Illinois, Iowa and southern Wisconsin. Rosecrance Health Network employs more than 800 staff offering a full continuum of services to more than 32,000 youth, adults and families annually.

Under Eaton’s leadership, Rosecrance opened Northern Illinois’ first chemical dependency treatment center for adolescents and the only certified recovery homes for adolescent females in the Midwest. In 2011, Rosecrance merged with northern Illinois’ leading mental health treatment center to create a nationally recognized behavioral health organization.

Mr. Eaton has extensive experience in the health care/social services field. Prior to being named President/CEO of Rosecrance Health Network, Eaton was the director of the Rosecrance Rockford Campus. He began his career at Rosecrance in 1971 as a social worker moving from Chicago to Rockford.

Mr. Eaton holds a Master of Science Degree in Community Mental Health from Northern Illinois University and a B.A. degree from Trinity College in Deerfield. He received the Trinity College Alumni of the Year Award in 2010; NIU Alumni of the Year Award in 2001; the Administrator of the Year Award by the American College of Addiction Treatment Administrators in 2002; and the Distinguished Community Service Award from the University of Illinois College of Medicine in Rockford in 2002. Mr. Eaton was named the 2012 Behavioral Healthcare Champion and received the 2012 Ignite the Spirit Award from the Chicago Firefighters Union. Mr. was also named one of Rockford Chamber of Commerce’s People You Should Know in 2012. Phil has been married to Cherri for 46 years and has one son, Chris.

Vickie Noe-Eltvedt, Homeless Services Coordinator, Youth Services Network: Vikki Noe-Eltvedt was formerly the Executive Director of Rockford MELD for 8 years. She has a strong management background which includes organizational planning, program coordination, budgeting, training, supervision and staff development. Vikki led Rockford MELD during their merger with Youth Services Network and now serves as their Homeless Services Coordinator.

Reverend M. Elizabeth Wagner, Transitional Pastor/Head of Staff, Yorkfield Presbyterian Church, Elmwood, IL: The Rev. M. Elizabeth Wagner is full time transitional pastor. Beth is currently serving Yorkfield Presbyterian Church in Elmhurst, IL. This position is the seventh position she has served in the past ten years.She has helped churches grieve beloved pastors, deal with dwindling resources and top heavy staff, and helped churches sell buildings and merge with other congregations to create new opportunities for service to the wider community. Beth was the Transitional Pastor at First Presbyterian Church of Rockford during the time of their merger with Second Congregational Church.

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Puri Business School, Rockford University

5050 E State ST

Rockford, IL 61108

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