On-demand webinar

Managing mergers & acquisitions: Connecting people, technology & processes



Steve J. Talkowskyp, CPA, JD, LLM

Tax Partner, WithumSmith + Brown PC

Suzanne Klein

Client Project Manager, Thomson Reuters

Will Hill

Senior Product Manager, Thomson Reuters

What you will take away

  • How to prepare
  • People/culture
  • Technology
  • Processes
  • Change management
  • Pre and post M&A activity
  • Turnover/staffing
  • How to communicate changes to your clients

Additional details

  • Steve J. Talkowskyp, CPA, JD, LLM
    Tax Partner, WithumSmith + Brown PC

    Steve Talkowsky is currently a Tax Partner at WithumSmith + Brown, PC, having served as a tax attorney and CPA in public accounting for 25 years. His specialties in practice include corporate and partnership taxation.

  • Suzanne Klein
    Client Project Manager, Thomson Reuters

    Suzanne is a Client Project Manager with the Professional Services team at Thomson Reuters. She has a passion for bridging the gap between technology products and the people who use them. She provides onsite and web-based consulting to firms regarding the implementation and adoption of workflow and document management software. She also manages complex software implementations for firms implementing multiple products at one time.

  • Will Hill
    Senior Product Manager, Thomson Reuters

    Currently serving as Senior Product Manager – Tax Professionals Advisory at Thomson Reuters, Will has been with Thomson Reuters since 2001. Presently, he focuses on helping firms make the transition to being advisory focused through the development and growth of Practice Forward. His varied background with firms of all sizes and specialties provides a solid foundation for business process-oriented training and consulting. Will was named to the CPA Practice Advisor “40 Under 40” list in 2015 and “20 Under 40” in 2018.

Thomson reuters

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