How I can help you
My passion in retirement is mentoring small-business owners, especially women and minorities who in the past may not have had access to mentors with my experience.
For forty-three years, I practiced business law in areas of capital formation, mergers and acquisition and, for the last 20 years of my career, corporate governance. I have been recognized by The Best Lawyers of America in 2014 as the best Corporate Compliance Lawyer, in 2013 as the best Mergers & Acquisitions Lawyer, and in 2010 as the best Corporate Lawyer in Columbus, Ohio.
I also served 11 years as managing partner of one of the larger law firms in Ohio. As managing partner, I was recognized by the American Bar Association for support of women in the practice of law and recognized by the Martin Luther King Center of Columbus, Ohio as Outstanding Corporate Citizen.
Having served on SEC advisory committees, I also have experience with private offerings of securities for small businesses, including raising venture capital, early seed rounds and series "A" et al rounds.
For the last 20 years of my legal career, I became one of the leading experts on the duties, role and functions of a non-profit and for-profit boards, their committees, and management, including working with all types of organizations in considering, executive compensation, strategic planning, succession planning, best practice evaluations, and building an “expertise” board (a board whose members are chosen based upon the expertise they have rather than, like Congress, the constituencies they represent).
I am an experienced speaker and presenter in programs of the National Association of Mutual Insurance Companies; the Property and Casualty Insurers Association of America; the American Council of Life Insurers; the Ohio Association of Mutual Insurance Companies, American Association of Corporate Counsel, Business Law Section of the American Bar Association, Ohio Society of CPAs, West Virginia Society of CPAs, National Association of Insurance Commissioners, Ohio Department of Insurance, Federal Reserve Bank of Cleveland, Montana Hospital Association, Ohio Hospital Association, Ohio State University Fisher College of Business, among others.
I have also authored numerous articles on executive compensation, governance, board governance and operations, management, mergers and acquisitions, Sarbanes-Oxley, the Securities Exchange Commission, and other public disclosure and reporting published in Business First, a publication of American City Business Journals; Corporate Governance Report; Lexology; Corporate Board Member; and Directorship among others.
My preferred form of mentoring is face-to-face, either in person or via video conferencing. I mentor differently than other SCORE mentors because I give homework to my mentees to complete before our next session. As a result, I am one of the busier mentors nationally with clients from coast to coast as well as internationally.
Although law is my background, I am not permitted to practice law, including drafting legal documents or giving legal advice, in my role as a SCORE mentor. But I can use my legal background to guide you through business issues. But there may be issues where I will advise that that you need your own lawyer and, if so, I will try to recommend how to find an appropriate lawyer.
501(c)(3) hospital systems
501(c)(3) colleges and universities
Property and casualty insurance companies
Mutual insurance companies
Professional and consulting firms
Startups and small businesses
Formation and organization of business entities
Mergers and acquisitions
Formation, organization and operation of advisory boards
Raising of venture capital, including early seed rounds and series "A" et al rounds
How to include social impact as all or part of a business
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Intellectual Property
- Legal Services
- Business Operations
- Arts and Entertainment
- Educational Services
- Technology and Web-Based Services
- Consulting, Research and Business Services
- Nonprofit, Public and Professional Organizations
- Health Care and Life Services
1969 The Ohio State University, BA (Statistical Analysis and Econometrics; 1972 The Ohio State University, JD.)