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Higher Ed Outlook Series: Leading Strategic Partnerships

November 30, 2026 Register Today

Strategic partnerships, mergers, and acquisitions are becoming increasingly important tools for institutions seeking to strengthen mission delivery and long-term sustainability. Many institutions are preparing a strategy and a list of potential partners, but they may struggle to predict what the partnership will need to make it a success. While every collaboration is unique, leaders who have successfully navigated multiple strategic partnerships typically encounter similar challenges.

Join Forvis Mazars and higher education leaders for a candid conversation about what they have learned from evaluating, negotiating, and integrating new institutions. In this webinar, we’ll discuss board readiness, stakeholder communication, change management, partner evaluation criteria, post-transaction integration challenges, and practical insights for engaging with regulators, including the U.S. Department of Education.

This session is tailored for trustees, presidents, cabinet members, and other institutional leaders and offers experience-based guidance to help institutions prepare for what’s next and navigate complex transactions with greater confidence and clarity.

Learning Objectives

Upon completion of this program, participants should be able to: 

  • Identify governance, communication, and board readiness best practices that can help support successful strategic partnership and merger discussions.
  • Examine factors that shape an institution’s value proposition to strategic partners and approaches for preparing for discussions with boards and leadership teams.
  • Discuss common integration and change management challenges and apply lessons learned to help strengthen stakeholder engagement, regulatory readiness, and post-transaction execution.

CPE Information

One CPE credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance during live broadcast.

Who’s This For

Presidents, academic officers, CEOs, CFOs, board members, and chief strategy officers.

Delivery Method

Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.

Prerequisites & Advanced Preparation

None

Refund Policy

There is no fee associated with this event.

Program Level

Overview

Questions

If you have questions about this CPE program, please contact us at [email protected].

CPE NASBA Logo

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].

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: www.nasbaregistry.org.

Presenters

Jennifer Gantz

The Community Solution Education System

Deborah Markos

The Community Solution Education System

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