Mergers, acquisitions, and divestitures present organizations with complex data challenges, from integrating and protecting technology and data assets to navigating legal and regulatory requirements. Successfully addressing these challenges is critical to realizing deal value and avoiding costly pitfalls.

Our panel will discuss:

• Achieving cost savings and risk mitigation: Strategies for integrating or decommissioning hundreds of IT systems efficiently, while minimizing legal, regulatory, and operational risks. 
• Resolving data and technology conflicts: Approaches to harmonizing data retention policies, customer agreements, and representations regarding data use and rights. 
• Preserving institutional knowledge: Methods to retain critical business, technology, and compliance insights—especially from acquired entities and key personnel—essential for legal holds and regulatory record-keeping. 
• Streamlining vendor solutions: Identifying and addressing duplicative third-party vendor contracts, and leveraging innovative solutions across the merged organization.

Key topics to be covered:

• Data and records retention/management: Overcoming challenges in identifying and aligning data retention and distribution requirements, and synchronizing disparate policies and procedures related to data security, privacy, disaster recovery, legal holds, and third-party risk management. 
• Technology integration & decommissioning: Best practices for defensible technology integrations, data migrations, and system decommissioning to reduce over-retention, eliminate legacy systems, orphan records and ensure compliance with all legal, regulatory, and contractual obligations.
• Privacy, security & confidentiality: Addressing data rights, ownership, and confidentiality requirements to ensure proper data usage, transfer, tracking requirements and storage throughout the transaction lifecycle.
• Contract remediation: Techniques for harmonizing contract terms, evaluating and renegotiating technology contracts, and software licenses, and managing assignment, novation, and change-of-control provisions impacted by the transaction.

This webinar is designed for legal, compliance, IT, records and business professionals involved in M&A and divestiture activities. Don’t miss this opportunity to gain actionable insights and practical guidance from industry leaders.

CLE Information: This program is presumptively approved for 1.0 CLE credit in California, Connecticut, Illinois, New Jersey, New York, Pennsylvania, Texas, and West Virginia. Applications for CLE credit will be filed in Colorado, Delaware, Florida, Georgia, Ohio, and Virginia. Attendees who are licensed in other jurisdictions will receive a uniform certificate of attendance, but Reed Smith only provides credit for the states listed. Please allow 4-6 weeks after the program to receive a certificate of attendance.