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recent engagements

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  • Consulting on board leadership succession for a one of the largest multinational restaurant chains.
  • Strategic Advisor to the Interim CEO of the Society for Corporate Governance
  • Board evaluation for one of the largest hospitals in the state of Florida.
  • Presentation on ESG current developments to the management ESG steering committee of a NYSE-listed healthcare company.
  • Presentation on virtual shareholder meetings to the steering committee of a NYSE-listed financial services provider.
  • Consulting for a NYSE-listed regional bank holding company on its first ESG report.
  • Consulting for a multinational biopharmaceutical company on ESG metrics and ethical business practices.
  • Expert witness testimony on corporate governance in a shareholder derivative action in state superior court.
  • Ongoing board governance consulting for a NYSE-listed global nutrition company.
  • Annual board and committee agenda planning for a pre-IPO (Nasdaq) consumer-packaged food company. 
  • Consulting on optimizing board materials for public and nonprofit companies.
  • Board presentation for a NYSE-listed energy services holding company on director succession practices and trends.
  • Consulting on ESG industry surveys.
  • Writing client alert for an investor communications consulting firm.
  • Board evaluation for a nonprofit institute dedicated to brain health research and advocacy.
  • Facilitating the 2020 Multi-Stakeholder Working Group on Practices for Virtual Shareholder Meetings.
  • Facilitating an engagement between the Investors for Opioid and Pharmaceutical Accountability (IOPA) and a targeted group of health care companies on executive bonus deferral policies.
  • Authoring book chapter, "Riding Between Cars: The Job of the Corporate Secretary," in THE HANDBOOK OF BOARD GOVERNANCE (Richard W. Leblanc, ed., 2nd edition, 2020).
  • Writing and editing research papers for a leading corporate think tank.
  • Consulting on board governance for a Fortune 500 company director.
  • Conducting a corporate board member training webcast on corporate governance.
  • Consulting on the US corporate secretarial function for a global management consulting firm.
  • Consulting on legal department organization for a global public company.
Modern Conference Room
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