WORKSHOP DESCRIPTION:
This session will provide foundational knowledge regarding: (1) historical and recent trends in strategic partnerships, (2) different types of strategic partnerships and the risks and opportunities they present, and (3) readying the institutions
’ stakeholders for meaningful collaboration. At the end of the session, attendees will have a basic understanding of the M&A environment in higher education, as well as an understanding of the best ways to identify and connect with potential partners.
Learning Objectives: (up to 1 CPE)
1. Describe trends in higher education mergers, acquisitions, and strategic
partnerships.
2. Identify different types of strategic partnerships.
3. Discuss key considerations for readying stakeholders for a strategic partnership.
OCTOBER 1, 2025
10:00am – 11am EST
REGISTER NOW
Our Presenter
Rachel Pauletti is a Director at Forvis Mazars and leads the firm’s higher education consulting practice. An academic by training, Rachel was a full-time faculty member at a small, private nonprofit university before moving into consulting. As a consultant, Rachel has led institutions in all sectors through strategic planning, comprehensive program review, organizational development, and financial planning.
Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) 
as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: http://www.nasbaregistry.org. CPE Credit: Up to 1.0 CPE credits (pending approval) in the Busines Management and Organization field of study may be awarded upon verification of participant attendance. See attendance policy.
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