During the 27th Annual GIPS Standards conference hosted by CFA Institute, Jonathan Boersma, CFA, was invited to speak on mergers and acquisitions with CFA Institute’s Director of Global Industry Standards Beth Kaiser Schwartz, CFA, CIPM, and Insight Investment’s James O’Leary.

View the video here: https://players.brightcove.net/pages/v1/index.html?accountId=1183701590001&playerId=rkcysOOFe&videoId=6339983404112&autoplay=true

Jonathan also wrote about the operational challenges of mergers and acquisitions in his latest whitepaper. Read more: https://meradia.com/thought-leadership/facing-the-challenges-of-mergers-and-acquisitions/

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Jonathan Boersma, CFA

Jonathan Boersma, CFA leverages 28 years of financial services experience to guide clients through the complex strategic assessments and operational transformations. Jonathan blends strategic planning with industry best practices to ensure Meradia’s clients achieve operational efficiencies.  Jonathan helps clients with assessing their current operating model, identifying opportunities for efficiencies, risk mitigation, and process improvements to design a future-state operating model. He assists firms develop a road-map and guides them through implementation of that plan.

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