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MACFO November 2018

November 16, 2018 at 8:00 am EST

How to Make a Merger a Success:
Post-Merger Integration -
Planning and Implementing it

 Hear from two top executives at the forefront of merger integration on both sides of the table and from one of Maryland's top Employee Benefit and Human Resources consulting firms.

Friday, November 16th

Loyola University - Columbia
8890 McGaw Road, Room 210/230
Columbia, MD 21045

Registration: 8:00 a.m.
Discussion: 8:30 a.m. - 11:30 a.m.

No cost, 3 CPE hours
Breakfast will be served.

Limited to CFOs and Finance Executives


Tom Feeley
Vice President of the Nutritional Lipids Category at DSM

Tom Feeley is the Vice President and Category Leader of the Nutritional Lipids Category at DSM Nutritional Products. He drives the global performance for DSM's market-leading nutritional lipid business category which represents the combination of Martek Biosciences and Ocean Nutrition Canada. Over the last three years, he has led initiatives to maintain 100% market share in the lucrative U.S. infant formula market while recapturing significant lost share in the dietary supplement and food and beverage market.

Sally Shanks
Chief Accounting Officer & Treasurer at Williams Scotsman

Sally J. Shanks serves as the Chief Accounting Officer and Treasurer at Williams Scotsman where she is responsible for the company's accounting, tax and treasury functions.  Ms. Shanks joined Williams Scotsman in September 2017 from Merkle Inc., a global technology-enabled performance marketing agency, where she served in various financial leadership roles from 2009 - 2017, including serving as Senior Vice President, Accounting & Treasury. She joined Merkle in 2009 following her departure from Laureate Education where she was Director of Accounting and Reporting from 2003 through 2008. Prior to Laureate Education, Ms. Shanks had financial reporting roles at another public company and started her career with PricewaterhouseCoopers. Ms. Shanks holds a bachelor’s degree in accounting from Providence College.

Pat Isaac
CEO of Capital Services, Inc.

Pat Isaac founded Capital Services, Inc., an Employee Benefit and Human Resources consulting firm, with a singular goal and a deep commitment to helping her clients retain a more accountable and productive workforce.  Her organization’s success has been focused on a “Holistic Practice Model” which pro-actively manages care, costs and risks.  This approach has provided a valuable pathway for her clients to have control over their budgets, workforce and leveraging such items to outperform their competitors.  Her firm is recognized for innovative methods for developing plans that position her clients for growth. Ms. Isaac has more than 25 years of industry experience.  She is globally respected by her clients, peers and other industry experts as a “Thought leader”.  Her firm’s motto; “Person First Approach” symbolizes their commitment to always putting the client “First”.

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November 16, 2018
8:00 am - 11:30 am EST
Event Category:


Loyola’s Columbia Graduate Center – Room 210/230
8890 McGaw Road, Room 210/230
Columbia, MD 21045 United States


Shaylah Koontz