Course Description

Is your organization truly prepared for a transformative transaction—whether an acquisition, IPO, or new strategic partnership? In an era marked by economic uncertainty and shifting market signals, the ability to act swiftly, confidently, and deliberately sets successful organizations apart.

Join us for an exclusive webinar designed for directors and legal professionals, hosted in partnership with Diligent Institute, Wilson Sonsini and NetSuite. Drawing on insights from a recent survey and report on transaction readiness, we'll cover:

• Why nearly half of organizations are still prioritizing M&A or strategic partnerships—despite a stalling deal environment and unpredictable fiscal policy shifts.
• The biggest challenges on the table: limited resources, lack of experienced personnel, economic/geopolitical risk, and technology gaps.
• How governance, due diligence, and integrated controls empower directors and legal teams to lead with confidence.
• Practical best practices: defining roles, leveraging secure data tools, and learning from past deals through standardized checklists and playbooks.
• The evolving role of AI in transactions—what’s real today and what’s coming soon.
• Fresh benchmark data on board involvement, leadership roles, and integration of risk, compliance, and finance systems.

You'll leave equipped with actionable frameworks to strengthen your organization’s transaction processes, drive strategic value, and enhance board engagement. Whether your next deal is imminent or on the horizon, give your organization the resilience and agility to seize the right opportunities.

Learning Objectives

• Identify why nearly half of all organizations are still prioritizing M&A or strategic partnerships.
• Recognize the biggest challenges in M&A including: limited resources, lack of experienced personnel, economic/geopolitical risk, and technology gaps.
• Discover practical best practices: defining roles, leveraging secure data tools, and learning from past deals through standardized checklists and playbooks.

Prerequisites

• None

Who Should Attend

CPAs, CFOs, controllers, and finance leaders.