Align policies, procedures, and programs for acquired or merged companies
Rebrand for cultural resonance
Develop program elements to close pre-acquisition due diligence gaps.
Executive and Board Reporting
Enhance reporting with contextualized data
Drive transparency by reporting on meaningful data points
Present strategic insights based on refreshed and normalized data
Policy Coordination
Position your Code of Conduct as a firm foundation for enterprise-wide policies.
Align and cascade corporate policies that are realistic, easily understood, and enforceable.
Cultural Alignment
Reset tone with reasonable standards, communication campaigns, and supporting education.
Prepare to take consistent responses to behavior that compromises culture.
Program Assessments
Review your program's strengths and opportunities for improvement.
Consider expectations for an E&C program under the Federal Sentencing Guidelines and best practices.
Program Development & Implementation
Transform ethics and compliance program elements for consistency.
Appropriately document your program and its key policies and protocols to meet business needs and regulator expectations.
Program Operations
Ramp up operations to meet peaks or unusual upticks in reporting, such as those created during company-wide surveys, training events, internal campaigns, or external drivers.
Subject Matter Expertise
Evaluate existing programs to ensure appropriate implementation of key elements, and to address program completeness and efficacy.
Conversions and Migrations
Leverage the perspective of a Certified Records Manager to understand the future value and potential risks associate with legacy data.
Gather and understand relevant data and documents, convert to new case management system or migrate from one system to another.
Create standard reports in new systems.
Board Service
Donna has served on both international and local boards. Her tenures have been marked by transformations in the organizations served.