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Merger of two Chartered Institutes


Develop global association to serve as service organisation for the world’s two largest accounting training and credentialing institutions. Complete legal, people, and facilities merger. Build foundation for global operating model transformation project; develop plan for finance, IT, operations. Transglobal supply chain reviewed for cost sharing and tax optimisation. Within 7 months.


  • Scope project outputs and prioritise accordingly

  • Develop recruiting plan according to prioritisation

  • Developed communications plan and schedule to inform staff

  • Set up cadence between legal professionals in different continents to ensure project momentum

  • Create reporting to ensure transparency to stakeholders

  • Define singular and incorporated product and resulting cash flows


  • Created world’s largest accounting training and credentialing institutions with 600,000 strong membership

  • Retained Royal Chartered designation within Association

  • Enabled transition of finance technology systems 

  • Optimised supply chain to take advantage of global cost share and economies of scale

  • Enabled single Association branding to be rolled out

  • Developed foundation for Global Operating Model programme and Global Business Services programme

CHARTERED ASSOCIATION Merger of two Chartered Institutes: Project
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