START END DURATION TOPIC PRESENTER / FACILITATOR FORMAT. ASP-DFW Board/Execs, Members, and Presenters Networking Breakfast & Check-in

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1 Agenda START END DURATION TOPIC PRESENTER / FACILITATOR FORMAT 8:00 9:00 1:00 ASP-DFW Board/Execs, Members, and Presenters Networking Breakfast & Check-in Networking 8:30 9:00 0:30 General Attendees Check-in 9:00 9:30 0:30 Welcome and Introductions Kenny Kwong Strategy & Market Intelligence Director Balfour Beatty Construction 9:30 10:15 0:45 Growth Strategy through Acquisition Robert Rough Managing Director TravisWolff Corporate Finance 10:15 11:00 0:45 Case Study: Southwest Airlines Post-Acquisition Integration & Change Management Strategy Lori Winters Change Leadership Director Southwest Airlines 11:00 11:30 0:30 Acquisition & Integration Panel (with Robert Rough, Lori Winters, & Nimesh Shah) Nimesh Shah Director Jabian Consulting Panel 11:30 12:30 1:00 Lunch + Strategic Planning Best Practices Attendees Table 12:30 13:00 0:30 Strategic Planning Best Practices Attendees Table 13:00 14:00 1:00 Cognitive Biases in Strategic Planning David Lei Associate Professor SMU Cox School of Business 14:00 15:00 1:00 Growth Strategy through Strategic Partnership Bill Kleinman Partner Haynes & Boone & Exercise 15:00 15:30 0:30 Summary, Feedback, & Closing Attendees Open 15:30 17:00 1:30 Happy Hour (optional) Networking ASP-DFW SPRING 2015 SEMINAR 1

2 Growth Strategy through Acquisition Mergers and acquisitions can be strategic in nature and are done for different reasons. In this presentation Robert Rough will discuss different types of merger and acquisition strategies, what they are used to achieve, and their specific challenges. Speaker Robert Rough Managing Director TravisWolff Corporate Finance Robert M. Rough is Managing Director of TravisWolff Corporate Finance and Partner in Charge of the Business Advisory Practice for TravisWolff. Prior to joining TravisWolff in 2013, Mr. Rough spent more than thirty years as an investor, senior executive, consultant and board member in technology, service, manufacturing, distribution, and retail companies. Mr. Rough has been involved in over thirty completed transactions, often with primary responsibility for all aspects of the transaction, including post transaction integration of several mergers or acquisitions. The majority of Mr. Rough s consulting and management experience has been with portfolio companies of venture capital and private equity groups such as Kleiner Perkins Caufield and Byers, Ballast Point Ventures, and T.H. Lee. He has had successful exits and significant valuation improvements as both an executive and an investor. Immediately prior to becoming a partner with TravisWolff, Mr. Rough was a founding partner of a venture capital firm and a financial consulting company. Previously, Mr. Rough held the positions of Chief Operating Officer and Chief Financial Officer for GHN-Online, Inc., a small software company in the healthcare space. Previously, Mr. Rough was President and Chief Operating Officer of Chippenhook Corporation, a manufacturing company with operations in Mexico, China and the United States. Prior to Chippenhook Corporation, Mr. Rough served as Chief Financial Officer of a troubled internet retailer where he successfully secured the repayment of senior indebtedness through negotiated asset sales, as Chief Financial Officer of a grocery retailer where he helped investors achieve an 80% internal rate of return through a recapitalization and as Chief Financial Officer of a for profit education company where he obtained a purchase offer for the company representing a three-fold increase of the company s equity value in less than two years. Mr. Rough has significant venture capital investing experience and was also the co-founder of a $100 million private equity fund, where he was responsible for sourcing transactions, performing due diligence, negotiating and closing transactions and portfolio company oversight. Robert is a member of the DFW Chapter of the Association for Corporate Growth where he serves as Program Committee Chairman, the Alliance of Merger & Acquisition Advisors, the Exit Planning Institute and the Corporate Finance Association. Mr. Rough is a frequent speaker on corporate finance matters and a guest lecturer at the University of Texas at Dallas in the Finance and Entrepreneurial Studies programs. Mr. Rough graduated from Dartmouth College in Hanover, NH and earned his MBA from the Harvard Business School in Boston, MA. ASP-DFW SPRING 2015 SEMINAR 2

3 Case Study: Southwest Airlines Post-Acquisition Integration & Change Management Strategy Lori Winters will share her experience in creating an organizational change management function at Southwest Airlines over the last three years. To bring it to life, a case study from their recent launch of International service will be shared. Speaker Lori Paschal Winters Director of Change Leadership Southwest Airlines Prior to joining Southwest Airlines in 2006, Lori worked in Deloitte Consulting s Human Capital practice for eight years. Focusing on change leadership, performance management, and project management, she has worked on projects ranging from technology implementations to strategic business transformations. While at Deloitte, she also had the opportunity to assist with two change-focused books authored by Deloitte partner, Dan Cohen: The Heart of Change and The Heart of Change Field Guide. ASP-DFW SPRING 2015 SEMINAR 3

4 Acquisition & Integration Panel Drawing upon his own acquisition and integration experience as well, Nimesh Shah will facilitate a Q&A with Robert Rough and Lori Winters following their presentations. Attendees will have the opportunity to ask the panel questions as well as share their experience. Facilitator Nimesh Shah Director Jabian Consulting Nimesh Shah is a management consultant with over 15 years of proven experience improving customer service, sales and operations for Fortune 500 and mid-market companies through transformation projects. His expertise includes post-merger integration, developing and implementing customer and product strategies in the areas of Customer Relationship Management, contact center operations, process improvement/re-engineering and business analysis. Nimesh is currently a Director with Jabian Consulting in their Dallas, TX office. Prior to Jabian, Nimesh held senior positions at Xerox (ACS) and Accenture. He currently serves as Treasurer for the DFW chapter of ASP. He is also a member of the Greater Irving Las Colinas Chamber of Commerce s Contact Center of Excellence Committee and the Metroplex Technology Business Council s Programs Committee. ASP-DFW SPRING 2015 SEMINAR 4

5 Cognitive Biases in Strategic Planning Why do organizations of all sizes spend considerable time on their strategic planning activities, only to be periodically frustrated with the results of their efforts? Although no one can predict the future, in many cases people engaged in the planning process often make assumptions that are heavily influenced by their previous experiences, skill sets, habits and processes. These "cognitive biases" can distort strategic planning's effectiveness and lead to significant implementation difficulties down the road. Speaker David Lei Associate Professor, Strategy & Entrepreneurship Edwin L. Cox School of Business, Southern Methodist University David Lei has enjoyed working across numerous degree and executive education programs on strategy-related issues. He has consulted extensively in the field, including with such clients as ACS (now a unit of Xerox Corporation), Ben E. Keith Foods, Caltex, Celanese, Corning, EDS (now a unit of Hewlett-Packard), IBM, Lennox International, Texas Instruments, and The Sabre Group. Topics have included business strategy, strategic planning fundamentals, scenario planning, disruptive innovation, strategic alliances, corporate strategy, diversification, and global strategy. He is also a presenter of strategy-related topics for the Institute of Management Studies, and frequently conducts executive education courses for various professional organizations. His most recent book, Demystifying Your Business Strategy (co-author: John W. Slocum, Jr.) was recently published in He received his PhD from Columbia University and his B.A. from Swarthmore College. ASP-DFW SPRING 2015 SEMINAR 5

6 Growth Strategy through Strategic Partnership Forming a strategic partnership requires an additional set of considerations to mergers or acquisitions. Considerations such as intellectual property sharing, ownership, and protection or what happens if the partnership fails and the parties go their separate ways. Having helped consult, structure, guide, and dissolve many strategic partnerships across diverse industries over his long career, Bill Kleinman will share his extensive experience on the essential due diligence to form and execute a successful strategic partnership that drives growth while protecting all parties involved in the deal. Speaker Bill Kleinman Partner Haynes & Boone Bill Kleinman focuses on corporate, securities and technology law. His experience includes public offerings and private finance, mergers and acquisitions, strategic alliances, corporate governance, SEC/S-OX compliance, and technology/commercial contracting. Bill is a member of the ABA's Task Force on Legal Project Management. He assists general counsel and corporations that have robust legal needs by coordinating service delivery, project management and budgeting across all sections of the firm. Bill was recognized by Best Lawyers in America in Mergers & Acquisitions Law, and is AV Peer Review Rated Preeminent by Martindale-Hubbell Law Directory. Bill graduated as a chemical engineer, and he has a broad understanding of the science and technology that drive today's most innovative companies. He helps companies implement technology intensive business strategies and transactions, and turn their technology advantage into competitive advantage. Bill has represented companies across many industries. ASP-DFW SPRING 2015 SEMINAR 6

7 About The Association for Strategic Planning (ASP) Founded in 1999, ASP is the only not-for-profit professional association dedicated to advancing thought and practice in strategy development and deployment for business, non-profit and government organizations. ASP provides opportunities to explore cutting-edge strategic planning principles and practices that enhance organizational success and advance members' and organizations' knowledge, capability, capacity for innovation, and professionalism. Our diverse membership reflects a broad range of industries. Members include: Organizational Leaders: business, government and non-profit leaders responsible for strategy design and execution, from CEO through those leading a division, department, or team that has a critical strategy component; Strategy Practitioners/Consultants: internal and external practitioners/consultants who provide content and process expertise for setting and implementing strategic direction; and Academics: professors, authors and students who create and transfer new knowledge to enhance the effectiveness of strategy and further the profession. ASP-DFW SPRING 2015 SEMINAR 7

8 About ASP-DFW The DFW Chapter is the foremost professional organization for strategy and strategic planning in the Dallas-Fort Worth area. We are dedicated to the discussion of stimulating and leading-edge strategic thinking, planning and action. Our members represent a variety of management disciplines in profit, non-profit and academic organizations, from larger international corporations to smaller consulting firms. We are a giving community of smart professionals who build lasting peer relationships and serve as collegial, trusted and insightful advisers to each other. We strive for a robust learning environment characterized by lively discussion and the exchange of best practices and new and diverse ideas and perspectives. People tell us they value their membership because they apply what they learn in our meetings immediately and use this knowledge to grow for the long-term. Chapter Executives President Mr. Kenny Kwong Strategy & Market Intelligence Director, Balfour Beatty Construction Vice President Mr. Raj Daniels CEO/Founder, Opentimeapp Secretary Mr. Sree P Sreenath Delivery Manager, Southwest Airlines Treasurer Mr. Nimesh Shah Director, Jabian Consulting Chapter Advisory Board Members Mr. Andrew Tkachuk Operations Growth & Strategy Director, Accenture Ms. Gail S Perry Chief Strategy Officer, Balanced Scorecard Institute Mr. Carl J Thomas President/CEO, Courage Catalyst, Inc. Mr. Patrik Strebel Mutual Value Program Director, HP Global Procurement ASP-DFW SPRING 2015 SEMINAR 8