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Managing M&A with Remote Teams for Investment Banks
About This Webinar
Many I-banks shifting to working remotely have lost on productivity, and let's face it, most banks still manage M&A like it's the 90s.
In this free training, you will learn how to manage M&A efficiently and completely remote. We will cover Agile management techniques like prioritized backlog, stand-ups and retrospectives. As well as how you can use project management and chat tools instead of Excel/Email/VDRs.
Who can view: Everyone
Webinar Price: Free
Featured Presenters
CEO
Kison Patel is the Founder and CEO of DealRoom, a Chicago-based diligence management software that uses Agile principles to innovate and modernize the finance industry. As a former M&A advisor with over a decade of experience, Kison developed DealRoom after seeing first hand a number of deep-seated, industry-wide structural issues and inefficiencies.
Customer Success Manager
Julia Rollins is a Customer Success Manager at DealRoom and started with the team in January 2017. Previously, Julia was a Business Development Representative at Group. She graduated from the University of Wisconsin-Madison, with a BS degree in Life Science Communications, Certificate in Entrepreneurship. In her spare time, she goes for runs along Lakeshore path, rain or shine.
Hosted By
DealRoom is a project management solution for complex financial transactions. Our webinars focus on educating practitioners on more collaborative, innovative and efficient approaches to M&A.
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