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703-439-7251

3 Great Questions

3 Great Questions3 Great Questions3 Great Questions

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Advisory Services

Mergers and Acquisitions

  • 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.

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Board Service

Donna has served on both international and local boards.  Her tenures have been marked by transformations in the organizations served. 

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Training & Education

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Corporate training

  • Develop and deliver customized training on a range of ethics and compliance related topics.
  • Support internal teams through subject matter expertise.


Individual mentorship

  • Support development of client's internal team members.

Learning assessments

  • Assess formal and informal curriculum against organizational learning goals

Content creation

  • Create content or tailor existing training content to align with client policies, processes, priorities, and branding.


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