recent engagements
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Consulting for a NYSE-listed regional bank holding company on its first ESG report.
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Consulting for a multinational biopharmaceutical company on ESG metrics and ethical business practices.
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Expert witness testimony on corporate governance in a shareholder derivative action in state superior court.
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Ongoing board governance consulting for a NYSE-listed global nutrition company.
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Annual board and committee agenda planning for a pre-IPO (Nasdaq) consumer-packaged food company.
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Consulting on optimizing board materials for public and nonprofit companies.
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Board presentation for a NYSE-listed energy services holding company on director succession practices and trends.
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Consulting on ESG industry surveys.
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Writing client alert for an investor communications consulting firm.
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Board evaluation for a nonprofit institute dedicated to brain health research and advocacy.
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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.
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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).
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Writing and editing research papers for a leading corporate think tank.
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Consulting on board governance for a Fortune 500 company director.
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Conducting a corporate board member training webcast on corporate governance.
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Consulting on the US corporate secretarial function for a global management consulting firm.
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Consulting on legal department organization for a global public company.
