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Post-Merger Integration: A Transformative Roadmap workshop will present a unique set of tools and methodologies, developed in conjunction with MSSBTI and its Executive Director, David Lee, and based on Steve Uthoff’s extensive merger and acquisition experience, specifically with post-merger integration, plus tried-and-tested market approaches in successful transactions. This workshop is designed to facilitate breakthrough results for the participants. By educating executive leaders to accelerate the design and development of transformational strategies while ensuring that their organization is fully aligned to vision, direction, and execution; MSSBTI helps organizations transform themselves.


Executive Leaders and Leadership Teams: 

  • Choosing, developing, and directing a specifically designated and staffed in-house, post-merger integration team, group, or office
  • Managing a single, impending integration or multiple integrations
  • Leading a post-merger integration in addition to their regular job responsibilities


  • Common PMI issues and best practices
  • Planning the PMI
  • Assembling a communication plan
  • Planning and building a new organization
  • How to develop a staffing plan for the new organization
  • What a functional integration process looks like
  • The nuances of and how to integrate corporate cultures; within U.S. borders, trans-nationally and cross-culturally


  •  8am to 5pm, daily
  • MSS Business Transformation Institute                7250 N 16th Street, Ste 310, Phoenix AZ 85020
  • On 16th Street between Northern and Glendale

        Workshop Presenter

Steven Uthoff, MBA CPC

From privately-held and publicly-traded firms, to non-profit health care systems and professional services consultancy, Steve is an experienced and accomplished senior financial executive with a solid track record of success, promoting organic growth, developing, financing, and implementing M&A strategies, plus initiatives for growth, expansion and re-engineering. His global business experience has been instrumental in driving successful startups, orchestrating mergers, acquisitions, turnarounds, carve-outs and divestitures in rapidly evolving economic and market environments. 

New & Emerging Leader Series $750.00
Advanced Leader Series $1,550.00

All cancellation requests received 14 business days or greater prior to the event date will be issued a credit or full refund.


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