Future-Proof or Fall Behind: M&A and Shared Services as a Strategic Lever— Why Your ERP Will Make or Break It

Kamalika Sandell - Core Education PBC
Jennifer Lundy - Gannon University
Sam Donnan - Workday

Mergers, affiliations, and shared services are no longer outliers—they’re strategic tools for institutional growth and sustainability. In this session, we will explore how colleges and universities can proactively prepare for these shifts by investing in operational readiness, financial transparency, and scalable digital infrastructure. Learn why modern ERP systems are critical enablers of transformation and hear real-world insights from institutions navigating M&A and collaboration today.

Learning Objectives

1. Describe the key drivers behind the rise of mergers, affiliations, and shared service models in higher education.
2. Identify the operational, financial, and digital readiness factors necessary for successful institutional collaboration or consolidation.
3. Explain how modern ERP systems support strategic transformation by unifying data, reducing complexity, and enabling scalable operations.

CPE Available

• 1 Credit: Management Services