Navigate mergers and acquisitions with confident employee benefits compliance strategies.
This course dives into the critical but often underestimated role HR plays in determining the success or failure of mergers and acquisitions. Attendees will learn a practical, three phase HR framework for transactions covering due diligence, integration planning, and post transaction stabilization, with actionable guidance on cultural assessment, workforce audits, employee benefits integration, legal and compliance risks, communication strategy, and talent retention. Through real-world examples, tools, and expert insights, participants will gain a clear blueprint for navigating the people, culture, and benefit complexities that impact M&A outcomes. The course will include access to downloadable tools and checklists and an opportunity for an interactive Q&A.
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Setting the Stage: Why HR Matters in MandA
- The Hard Truth About MandA Success Rates
- The Cost of Ignoring HR Early
- The Three-Phase HR Framework
Phase 1 - Due Diligence: HR's Seat at the Table
- Cultural Assessment
- Workforce Audit
- Employee Benefit Plan Due Diligence
- Legal and Compliance Review
Phase 2 - Integration Planning: Building the Blueprint
- Org Design Decisions
- Communication Strategy
- Employee Benefit Plan Integration Strategy
- HR Systems and Data Integration
- Change Management Framework
Phase 3 - Post-Merger: Culture and People Integration
- Intentional Culture Building
- Talent Retention Strategy
- Effective Onboarding for Acquired Employees
- Post-Merger Benefits Stabilization
- Managing Reductions-In-Force (Rifs) With Care
- HR Metrics to Track Integration Health
Common HR and Benefits Pitfalls in MandA
- Top 10 HR and Benefits Pitfalls, Why They Happen and How to Avoid Them
Key Takeaways and Close
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More Program Information
Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on June 25, 2026.
Call 1-866-352-9540 for further credit information.
HR Certification Institute 1.0
- This E-Learning program has been pre-approved for 1.0 (General) recertification credit hours toward aPHR®, aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM), and SPHRi(TM) recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
SHRM 1.0
- Lorman Education Services/Noggin Guru Inc. is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
- Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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More Program Information
Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Kelly Haab-Tallitsch
Amundsen Davis, LLC
- Partner at Amundsen Davis, LLC
- Regularly counsel’s clients on employee benefit compliance, helping employers understand their obligations under the Affordable Care Act, ERISA, and the Internal Revenue Code
- Advises employers on health and welfare plans, wellness programs, qualified and non-qualified retirement plans, employee stock ownership plans (ESOPs), deferred compensation, equity plans and employee benefit issues arising out of mergers and acquisitions
- Defends clients against general employment discrimination claims and handles matters such as Department of Labor benefit plan audits and correcting plan errors through the Department of Labor and Internal Revenue Service voluntary correction programs
- Frequently speaks at professional conferences and webinars on labor and employment law, employee benefits, and business management strategies
- J.D. degree, Northern Illinois University College of Law; M.S. degree in industrial relations, Loyola University Chicago; B.S. degree, University of Illinois at Urbana-Champaign
- Can be contacted at 630-587-7927 or at [email protected]
Add to Wishlist
More Program Information
Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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$699/year
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