PMI Houston Energy Corridor: "Seamlessly Stitched: Mastering Post-Merger Integration"

Pre-Dinner Presentation: "Toot Your Own Horn Without Being a Pompous Jerk"

Traci Duez, hailing from Sugar Land, Texas, is an acclaimed speaker, author, and leadership development guru with over two decades of transformative impact in the realms of leadership and self-leadership. With a dynamic career spanning roles such as Director of an IT consulting firm and CEO & General Partner at Axiogenics LLC, Traci has cemented her expertise in executive development, performance coaching, and neuro-axiology.

Her journey, underscored by a B.S. in Chemistry from Case Western Reserve University and furthered by certifications in high-performance coaching, axiology, and leadership from esteemed institutions, showcases a lifelong commitment to fostering leadership skills and emotional intelligence. Traci's innovative approach, integrating the principles of neuro-axiology and a three-dimensional perspective on growth (head, hands, heart), has made her a sought-after consultant and speaker across a wide variety of industries.

Traci's presentations have been heard around the globe. She has presented at over 70 PMI chapters, has clients in over 30 countries and is celebrated for her insightful, engaging, and humorous delivery. She draws on her rich experiences to impact her audiences which are documented in the powerful testimonials from clients and colleagues alike. (You can find over 140 of them on her LinkedIn profile.)

Her work with the Project Management Institute, as well as her involvement in coaching and volunteering activities, reflect her dedication to empowering individuals and teams to achieve their best.

Beyond the professional sphere, Traci's contributions as a member of The Arc of Fort Bend County and her active engagement in sports as a Little League Baseball umpire and Special Olympics basketball coach highlight her commitment to community and personal growth.

Topic Synopsis:

This transformative presentation emboldens participants to master the art of self-promotion in a manner that's authentic, respectful, and effective. (It’s all about HOW we communicate, right?) This presentation delves into overcoming the common hurdles like fear of rejection, lack of confidence, and societal norms that often hold individuals back from showcasing their unique contributions and achievements.

Through engaging exercises, poignant anecdotes, and actionable strategies, attendees learn to confidently articulate their value without crossing into arrogance. Ideal for anyone looking to elevate their personal or professional branding, this workshop promises to equip you with the skills to celebrate your successes and inspire others, fostering a positive and supportive environment for growth and recognition.

Learning Objectives:

• Overcoming common misconceptions about self-promotion
• Utilizing the 5 keys non-pompous methods to grow your reputation
• Thinking your way to self-promotion through self-leadership

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Dinner Presentation: "Seamlessly Stitched: Mastering Post-Merger Integration"

Chris Perfect owns and runs a corporate development firm, Concept and Perspective (CNP) based in Houston. A corporate lawyer by profession, Chris ‘escaped’ his legal career a decade ago and started working in strategy & growth roles, focusing on M&A. CNP supports successful middle market businesses to grow, transform and manage risk. A large part of his practice is helping clients to acquire other businesses, to enter new geographic markets, and develop new service offerings. CNP focuses on clients that provide services within the industrial markets, such as engineering and EPC firms serving oil & gas, chemical and manufacturing end markets. Chris lives in Katy and is married with two young children.

Topic Synopsis:

Discover the pivotal role of integration in the M&A lifecycle, understanding its significance in meeting buyer objectives. Explore the integration process as a project, emphasizing the critical functions of the Integration Management Office (IMO) and the proactive role of the integration project manager in reshaping the acquired business. Don't miss this opportunity to gain valuable insights into effective post-acquisition strategies.

Learning Objectives:

o For those with no prior exposure to M&A or integration: to learn what M&A is and why companies acquired, also to gain a basic understanding of a typical acquisition process for private companies, and how acquired companies are integrated
o To understand why post-acquisition integration is so critical to a buyer’s ability to achieve its objectives in an acquisition
o To learn how the integration of two businesses is a project, highlighting the role of the integration management office (IMO) and the crucial role that the integration project manage takes in stretching the businesse.

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