Attention:
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Working Effectively With Your Stakeholders


Level: Advanced
Runtime: 61 minutes
Recorded Date: October 07, 2021
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Agenda

  • What's at stake?
  • Key Stakeholders
  • Roles and responsibilities
  • Achieving Buy-In
  • Partnering Effectively
  • Challenges
Runtime: 1 hour
Recorded: October 7, 2021

For NY - Difficulty: Experienced Attorneys Only (Non-Transitional)
For NY - Difficulty Level: Experienced attorneys only (non-transitional)

Description

Carrying out business initiatives from key stakeholders can range from the day-to-day to overall business strategy and branding. From ESGs to DE&I efforts, Stakeholders have more of a role than ever before in your company’s public image. This insightful session will not only provide you with real life examples of effectively working with your stakeholders, but will also provide practical tools for successful collaboration across business functions.

This program was recorded as part of Corporate Counsel's Women, Influence, and Power in Law Conference held on October 7th, 2021.

Provided By

Women, Influence & Power in Law Conference
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Panelists

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Wendy Schick Dougall

Associate General Counsel
AIG

Ms. Dougall is AIG’s Associate General Counsel for Compensation and Benefits. She has over twenty-five years of broad-based experience in the employee benefits and executive compensation field, and has held a wide range of positions: in-house counsel, consultant, legal advisor, policymaker and lobbyist. She is currently AIG's chief compensation and benefits attorney for its U.S. workforce programs (and advises on some products). For the last 15 years in that role, she has counselled the Company’s HR infrastructure on its ERISA plans and executive compensation programs with respect to matters including plan design, drafting, amendments, compliance, contracts, communication and operational issues. She has been the lead HR lawyer on AIG's corporate divestitures and acquisitions, and directed several large ERISA litigation matters. She also advises AIG’s ERISA fiduciary committees (and conducts fiduciary training), delves into pension investment matters, and manages AIG’s ongoing 409A compliance efforts.

Prior to joining AIG, as a Director at PricewaterhouseCoopers, she advised both private and public clients (with an emphasis on emerging companies) on executive compensation and qualified plan matters from a tax, accounting, securities and regulatory perspective. She designed PwC’s prototype manual for auditors conducting Sarbanes Oxley controls and process reviews of the executive compensation sections of clients’ proxy statements. As an associate at Shearman and Sterling, she assisted clients in navigating the myriad of legal issues relating to compensation and benefit programs in the context of corporate transactions such as mergers, acquisitions, and IPOs.

Prior to law school, Ms. Dougall held various positions on Capitol Hill. She was a junior staff member of Senator Max Baucus’s office, a Research Analyst for the Employee Benefits Research Institute, and a Legislative Analyst for the American Benefits Council. She is a regular speaker at various ERISA conferences (PLI, ABA, ACI, BNA), a long-time Board Member and Call Moderator for the In-House Benefits Counsel Network, and was named as a leading ERISA attorney in the Legal 500, Corporate Counsel 100 list.

Ms. Dougall holds a BS from the University of Pennsylvania, the Wharton School, a BA from its College of Arts and Sciences, and a JD from the University of Virginia.

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Jodi Epstein

Partner
Ivins, Phillips & Barker

Jodi has more than 20 years of experience with all aspects of employee benefits, with a particular focus on defined benefit plans and 401(k) plans. She is particularly adept at managing integrations after acquisitions, setting up new benefit platforms, pension plan lump sum windows and terminations, and advising qualified plan committees regarding their fiduciary duties.

Jodi’s practice includes day-to-day compliance issues, such as assisting with implementation of new legislation and regulations, trouble-shooting when glitches arise in plan operations, and helping qualified plan committees monitor plan investments and plan vendors. She has experience with government entities as well as corporate clients. Her practice also includes the one-of-a-kind issues that arise in connection with M&A activity.

Jodi is well-versed in the complexity and challenges raised by large controlled groups. Clients appreciate Jodi’s ability to manage projects involving multiple plan vendors, often on a tight timetable. Her client service and responsiveness are unsurpassed. Jodi has been individually recognized by Chambers & Partners for Employee Benefits & Executive Compensation multiple times, most recently in 2021.

Jodi holds a B.A. from Stanford University (with distinction), and a J.D. from Harvard Law School (cum laude).

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Kate Kaso-Howard

Senior Counsel
Apple

As a member of Apple’s Litigation team Kate leads a variety of efforts that span the docket for Apple including managing a team who addresses global consumer claims, managing the appeals and amicus activity for all non-IP cases, as well as managing a variety of individual matters including class actions, B2B disputes and a bit everything in between.

Kate is passionate about and committed to D&I efforts and currently serves as a lead for the Women in Legal and Global Security at Apple and is an active member of the Apple Legal Pro Bono Committee. She was also selected as a 2021 Fellow for the Leadership Counsel for Legal Diversity.

Prior to joining Apple, Kate was a an associate at Latham and Watkins, San Francisco, focused on Securities and Appellate litigation.

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Valerie Fleming

Associate General Counsel
CDK Global, LLC

Val?rie Fleming is a senior member of CDK Global’s Legal Department where she handles marketing, governmental affairs and a variety of transactional matters.
Before joining CDK Global in April 2023, Val?rie was Senior Corporate Counsel at AAR CORP. where she handled transactional matters, all matters related to the company’s global corporate governance program, and data privacy and security matters for the company. Val?rie also serves as a member of the Privacy and Compliance Governance Committee.
Prior to AAR CORP. Val?rie advised various divisions throughout her 12 years career at Caterpillar Inc., both in the United States and in Belgium, covering activities in the US, Europe, Middle East, Africa and Southeast Asia. Prior to becoming an in-house counsel, Val?rie provided transactional and regulatory support for corporate clients in the insurance and financial services industries at Sidley Austin and in the financial and brokerage industries at Foley Lardner in Chicago. Val?rie graduated from the Universit? Catholique de Louvain with a Licence en Droit and received her L.L.M. and J.D. from the University of Illinois - College of Law.

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Marla Zwas

Executive VP, General Counsel & Corporate Secretary
Truck Hero

Marla G. Zwas is the inaugural General Counsel and Secretary of Truck Hero, Inc., the world’s largest manufacturer and online retailer of pickup truck and Jeep accessories. With the support of her legal team located in Ann Arbor, Michigan, she oversees the company’s governance, compliance, commercial and intellectual property matters.

She was previously Deputy General Counsel for Flagstar Bancorp, Inc., a NYSE-listed full-service bank and one of the nation’s largest residential mortgage companies. At Flagstar, Ms. Zwas oversaw the corporate and employment legal teams as well as the office of the corporate secretary. Ms. Zwas was also Senior Counsel-Corporate Affairs for Chrysler Group LLC (now FCA), where she managed all public company matters and played a key role in the company’s historic refinancing to repay $7.6B in government loans.

Prior to Chrysler Group, Ms. Zwas was General Counsel for Toyoda Gosei North America and Associate General Counsel for PulteGroup, where she handled a broad range of compliance, commercial and government affairs matters.

Ms. Zwas received a B.S. from Cornell University and, after spending her final year of law school as a Visiting Student at the University of Michigan Law School, she received her J.D. from Fordham University School of Law.


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