Biography
Highly respected industry leader and consultant with over 30+ years experience serving 200+ organizations. Expert witness engagements for prosecution and defense. Published author and frequent speaker.
Industry Expertise (10)
Financial Services
IT Services/Consulting
Legal Services
Insurance
Pharmaceuticals
Utilities
Information Technology and Services
Professional Training and Coaching
Management Consulting
Hospitality
Areas of Expertise (4)
Information Governance for Multinational Organizations
Collaboration in A Multicultural Work Environment
Records & Information Management
Information Governance & Compliance
Accomplishments (7)
Author (professional)
2013-10-18
Selected to author the American Bar Association publication "The Lawyer's Guide to Records Management and Retention" in 2006 and then to update the book in 2012.
Senior Manager (professional)
Built and managed the Records Management Consulting practice for Price Waterhouse Management Consulting Services Group.
Entrepreneur (professional)
Built two consulting firms and one software company.
Expert Engagement #1 (professional)
1993-07-16
Testimony contributed materially to dismissal of request for $250,000,000 summary judgement.
Expert Engagement #2 (professional)
2011-10-14
Research and deposition contributed materially to out-of-court $450,000,000 settlement in favor of client.
Expert Engagement #3 (professional)
2012-02-20
Investigation and deposition in ongoing litigation materially contributed to court's decision to refuse to dismiss the case.
Friends of Gueoul Contributor (personal)
2013-07-15
Contributed to literacy, family stability and economic growth by collecting and contributing over $10,000 in funds to support tuition for girls in Senegal Africa. We have a 99% success rate! Ongoing effort now includes getting a branch of the St. Louis University moved to the region so girls graduating high school can continue their education.
Education (1)
Arizona State University: B.A, Business 1974
Headed award winning engineering project and authored paper on "Women in Business".
Affiliations (4)
- Rotary International
- American Bar Association
- ARMA International
- Richmond VA ARMA and AIIM
Links (1)
Event Appearances (3)
Title
Information Governance and Management Issues for Euro-based Financial Institutions London, UK
2011-03-28
Title
Change Management and RIM:Â Fitting the Records Professional into the New Management Dynamic Washington, DC
2011-03-16
Title
Spoliation of Evidence: Innocent or Guilty? Richmond, VA
2010-02-24
Sample Talks (5)
Reflections of a Records Management Expert Witness
An experienced expert witness's look at the issues that come up in evaluating and testifying about records management programs, information governance and compliance.
Strategic Planning for RIM Program Development and deployment
Seminar on defining and managing technology, cultural and change management issues involved with deploying enterprise information governance programs.
Evolution of Information Governance Technology Marketplace
A look at the roll-ups, consolidations and newest developments among the providers of RIM technology, and the impact of the changes on public and private sector buyers.
Information Governance
Developing strategies and dealing with issues involved in selecting and deploying information governance technology solutions for global financial services institutions.
Records & Information Management and Information Governance in Litigation: The Expert Witness Perspective
Why Experts are called to investigate and testify on Records Management and Information Governance Issues during litigation; what Experts look for and how to prepare your company and minimize risk.
Style
Availability
- Keynote
- Moderator
- Panelist
- Workshop Leader
Social