CHHSM Annual Meeting 2009

CEO/Trustee Forum:
Mission Sustainability: The Role of Mergers, Acquisitions and Joint Ventures

Thursday, March 5

• Opening Remarks/Introductions, 10:00 am
• Mission Integration and Merging Organizations, 10:15 am
  What is the difference between mission sustainability and organizational survival? What are the good and bad reasons for exploring collaborations? What strategies and tactics have been employed by successful health and human service organizations before, during and after the collaboration? (Presentation and Discussion)
• Networking Break, 11:00 am
• Due Diligence: Leaving Nothing to Chance, 11:15 am
  Integrating two or more cultures is an extremely complicated affair. Those involved must consider everything from legal issues to taxation issues, from intellectual property position to real estate portfolios, from accounting principles to human resource policies. Learn best practices for conducting pre-merger due diligence from those who have been there. (Presentation and Discussion)
• Forum Luncheon, 12:00 pm
• Panel Discussion, 12:45 pm
  • Challenges in Today's Market
    How are current dramatic changes in the capital markets impacting merger, acquisition, and joint venture activity? Are conventional financing options still viable? Learn what you can expect of your partners and what they can expect of you.
  • Legal Minefields: How to Avoid Them
    Delay in closing the deal is often tied to the cumbersome process of navigating the regulatory approvals for the merger. Learn about constraints to your pre-close integration work and how to get a jump-start on executing your integration. Learn how to structure deals and protect your organization.
  • Measuring Merger Success: Making Measures Meaningful
    Measuring success after organizations come together is often easier said than done. What metrics do you track and how do you manage the challenge of getting good data in the new environment? What leading indicators do you use to measure success?
• Networking Break, 1:45 pm
• The Role of Leadership: Leading Change, Confirming the Future, 2:00 pm
  Good leaders recognize their key role in the change process and work hard to send affirming, reassuring communications throughout the merger activity. They legitimize cultural changes, discuss merger stages, clarify new roles, support retraining, confirm achievements, and build confidence in the future state.
• Wrap Up, 3:15 pm

Steven R. Stout
Steven R. Stout is co-founder of KASS-MSO, Inc., and its development partner. Prior to KASS, he served as chairman and CEO of Tenet's Deaconess Health System; COO of Tenet's St. Louis Healthcare Market; and vice chairman of St. Louis University Hospital Board of Directors. Previously, he was a project manager with a Philadelphia, PA-based management consulting firm. Steven earned a B.S in communications from St. Louis University and an MBA from Washington University (St. Louis).

The Rev. Jerry W. Paul, President and CEO
The Rev. Jerry W. Paul is president and CEO of Deaconess Foundation, a faith-based foundation in the St. Louis metropolitan area focusing on the improvement of health in the region, especially for children in low income neighborhoods. An ordained clergy in the United Church of Christ, Rev. Paul received his master of divinity degree at Eden Theological Seminary in St. Louis. After earning his master of healthcare administration from the Washington University School of Medicine, he worked as executive vice president at Deaconess Hospital.

The Rev. Paul became President and CEO of Deaconess Health System in 1991 and guided the growth of that organization to become a multi-hospital system with services throughout the community. A strategic decision was made in July 1997 to sell the assets of the health system. Deaconess then focused its mission on public and community health needs in the St. Louis area, at which time the Rev. Paul assumed his current position at the Foundation.

Robert Porter
Robert G. Porter, JD, MBA is regional vice president for strategy and business development for SSM Health Care St. Louis, an integrated health care network with seven hospitals and a revenue base of $1.7 billion. In addition to overseeing strategy development, planning and communications, Mr. Porter is responsible for the network's managed care organization, and public policy initiatives. His current role includes responsibility to lead the development of a replacement hospital for one of SSM's older facilities, with the goal to design the "hospital of the future."

Mr. Porter holds a Masters Degree in Business Administration and a Juris Doctorate from Stanford University and received a Bachelor of Industrial Administration degree (summa cum laude) from the General Motors Institute (GMI) in Flint, Michigan. In recognition of his service to the St. Louis community, Mr. Porter received the 2002 Archbishop John L. May Award for Distinguished Health Care Ministry.

Carol J. Tilley
Carol J. Tilley is currently president of C. J. Tilley & Associates, a consulting firm that assists not-for-profit organizations with leadership development and organizational development. From 1999-2003, Carol worked with the Ecumenical Leadership Institute as program manager and facilitator. Prior to this, Carol served for five years as executive director of the Center for Leadership Excellence at the Catholic Health Association. In this role, Carol was responsible for the overall coordination of CHA's leadership development activities for executives and emerging leaders in healthcare. In the course of her career, Carol has been a director of organizational development and training in a health care setting, assistant vice president of professional development in a financial institution, senior consultant and methods specialist in a manufacturing environment, and associate professor of philosophy at a state university. Carol received a Master of Arts degree in Philosophy from Duquesne University and has completed all course work for the doctorate, also from Duquesne University; she received a Bachelor of Science degree in mathematics and chemistry from St. Louis University. Carol serves as vice chair of the Catholic Medical Mission Board in New York and serves as a volunteer with the YMCA, the Make a Wish Foundation, and the St. Louis Zoological Association.