I have the background, training and experience to clearly understand the challenges of doing business in a highly regulated world. I work with my clients to help them identify and successfully navigate risks that can threaten their operations, reputation and bottom line. The advice, counsel and services I provide generally fall into three interrelated areas: governance, risk management and compliance.

Governance

To guide the evolution of an enterprise, it is imperative that principled leadership and sustainable business practices be woven into the formative and operational documents of the organization. The importance of these documents cannot be overstated as they provide the scaffolding to support the financial, reputational and functional aspects of the organization. I can prepare and develop formation documents, by-laws, operating agreements, policies, procedures, process maps, workflows and training programs to meet the requirements of the law and help you instill a culture of corporate responsibility, sustainability and ethical conduct.

Risk Management

To ensure the longevity of an enterprise, it is imperative to create a risk profile that identifies, evaluates and prioritizes the risks particular to the organization. I can help you assess and analyze the risk environment in which your organization operates so that you can make informed decisions as to how to best implement and prioritize risk mitigation strategies and procedures. With this knowledge in hand, you can improve the odds that your enterprise will successfully navigate the risk exposure inherent in your industry and avoid becoming a cautionary tale.

Compliance

To grow an organization, it is imperative that it avoid the pitfalls that can occur by being in breach of legal, regulatory, fiduciary, contractual, ethical or other obligations imposed by the enterprise’s charter, by-laws, policies or procedures. Therefore, it is essential to implement a robust compliance program to cover not only the aforementioned obligations but to anticipate evolving societal norms that could have an impact on the enterprise’s bottom line.

I can help you create a comprehensive compliance program customized to address your organization’s specific risk profile. As part of this program, I can help you develop a plan for implementing the technologies, monitoring and training necessary for your organization to remain in compliance with its obligations. In the event that your organization does run afoul of these requirements, I can help you set up a plan for managing noncompliance and incident response.

The following table provides an overview of the advice, counsel and services that I provide.

Business and
Technology Law
Risk Management and
Compliance
Corporate
and Non-Profit
Formation and Governance
Enterprise
Risk Management
Plans and Audits
Shareholder
and Partnership
Agreements
Compliance
Training, Monitoring
and Audits
Employment,
Non Disclosure and
Non Competition Agreements
Information Privacy,
Data Protection and
Security Plans
Contracts,
Leases, Financing
and Insurance
Due Diligence,
Incident Investigations
and Reporting
Copyright,
Trademark
and Licensing
Case and Claim Valuations,
Liability Exposure Analysis and
Litigation Management

I charge a flat hourly rate, with no hidden fees or costs, and offer flat fee billing on projects with a clearly defined scope and deliverables. If you would like to know more about me and my approach to solving problems, and how I might be able to help you create, protect and grow your enduring enterprise, please browse the links on this site and read my blog.



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