recent engagements

• Expert witness testimony on corporate governance in a shareholder derivative action in state superior court.

• Regular governance consulting for a NYSE-listed global nutrition company.

• Annual board and committee agenda planning for a pre-IPO private company. 

• Consulting on optimizing board materials for public and nonprofit companies.

• Board presentation 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.

• Corporate board member training webcast on overview of 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.