Morgan, Lewis & Bockius LLP

Acts as external general counsel to assist clients on a variety of governance and operational issues.

Advises venture capital, private equity, institutional, and strategic investors on financing, mergers and acquisitions, and portfolio transactions. 

Counsels founders, emerging businesses, and other innovative companies at every stage of their lifecycle.

Strategically structures, negotiates, and effectuates complex financing and M&A transactions. 

Leads multiple teams of lawyers and business professionals across multiple offices, countries, and practice areas as well as external legal and business teams.

Directs multifaceted corporate reorganizations and implements governance structures for joint ventures and minority ownership investments across a wide variety of industries, including technology, healthcare, life sciences, and real estate.

Dedicates a fair amount of practice to pro bono work, advising charitable organizations and small businesses.

Of Counsel

Norris McLaughlin & Marcus

Primary practice focus on commercial law including areas of transactions, mergers and acquisitions, real estate and land use, banking and financial services, and liquor licensing and hospitality.  

Assist clients with all manner of commercial law, including formation, licensing, dispute resolution, and negotiating and drafting contracts of sale or agreements with vendors or suppliers.  

Drafting and reviewing real estate, land use, banking, and financial services agreements including commercial and residential agreements of sale or lease, mortgages, guarantees, promissory notes, and subordination agreements. 

Represent sellers, buyers and financiers in a broad range of transactions including mergers, consolidations, stock purchases, share exchanges, bulk sales, dissolutions, and asset transfers.

Provide short and long term strategic planning regarding rights, obligations, and liability on a transactional level and at an organizational level.

Associate Attorney

PricewaterhouseCoopers

Research and determine effects of local, state, federal, and international tax law and communicate findings in clear manner.

Assist Fortune 500 companies in properly documenting, securing and retaining tax incentives through drafting and negotiating items such as regulatory filings, contracts, memoranda, correspondence, and other documents and instruments.

Ensure that matters impacting client transactions and operations are adequately addressed by anticipating potential issues and identifying issues as they arise, formulating solutions, and working with team to coordinate responses.

Serve as intermediary between client and state agencies to facilitate working relationships.

Consult clients in various industry sectors expand and relocate operations with tax credits, cash grants, tax increment financing, abatements, and exemptions from federal, state and local tax.

Identify tax and non-tax savings opportunities for past investments, job creation, research, training, and other qualified expenditures.  

Analyze and calculate foreign tax credits for public companies with foreign subsidiaries.

Compile and analyze legal precedents regarding tax exemptions available in various states and offer strategies for securing applicability.

New York State Science & Technology Law Center

Developed creative solutions on the commercial development of early-stage technologies.
 
Formulated project implementation strategies on behalf of universities, federal laboratories, established companies, and start-up ventures.
 
Performed detailed analysis of regulatory and commercial risks and opportunities and advised clients on favorable courses of action.

Effectively communicated findings to client through written reports, memoranda, position statements, and various levels of meetings.

Identified and analyzed intellectual property, including its effect on patent applications and market ventures.

Consulted clients on strengthening products and working around potential obstacles posed by third parties.

Analyzed and formulated alternative strategies for commercializing technologies such as licensing, partnering, or sale.
 
Presented detailed written and verbal market analysis including evaluation of market trends, competitors, and potential partners.

Senior Associate

Rothstein, Kass & Company now KPMG

Oversaw daily operation of engagement teams while communicating status and progress.

Formulated strategies specific to client, industry and financial data to implement profitable solutions and regulatory compliance.

Prepared required filings with regulatory agencies including The Securities and Exchange Commission.

Team member of engagements including financial statement audits, reviews, and initial public offerings for clients in the service, real estate, trading, telecommunication, employee pension plan, and manufacturing industries.

Maintained strong client relationships by working with client to formulate advantageous courses of action.
 
Prepared and reviewed financial statements and disclosures, communicated with client through written and oral correspondence.

Conducted all phases of project from internal mobilization to preliminary and final fieldwork through issuance of deliverable.
 
Created budgets and forecasts, worked with management regarding proposals, tracked jobs, analyzed results and communicated findings.

Monitored and reviewed staff as well as educated staff on internal and external regulatory procedures.

Senior Auditor

I serve as a trusted advisor and outside counsel to a broad array of clients on a variety of governance and operational issues. I focus my practice on corporate governance, debt and equity offerings, majority and minority investments, private capital markets and venture investment, recapitalizations, and mergers and acquisitions (M&A). 

I assist clients at every stage of the business cycle, from initial company formation, financings, M&A, and general governance to initial public offerings. I also represent buyers and targets in public-private and private-private business transactions. My clients come from a broad variety of industries including technology, software, artificial intelligence, biotechnology, cybersecurity, gaming, fintech, retail, e-commerce, finance, manufacturing, real estate, and healthcare.

I help institutional, sovereign wealth, family office, venture capital, corporate venture capital, private-equity, and angel investors structure and implement investments and manage portfolio companies. I also represent private and public companies providing general corporate and strategic advice on financings, partnerships, joint ventures and M&A transactions, as well as inbound, outbound, and cross-border transactions. 

In many of these matters, I draw upon my experience in corporate governance, transactional, intellectual property, technology, licensing, dispute resolution, employee benefits, labor and employment, and tax law. My diverse legal practice and business background enable me to holistically service clients. 

I use my knowledge of evolving market legal trends, ongoingly developed by representing a diverse group of clients, to achieve successful client outcomes.

I cultivate an atmosphere of congeniality and collaboration to strengthen stakeholder relationships. 

I understand a client’s business goals, help develop a strategy to achieve those goals, and then execute towards those goals.

Brian Slough

KR Consulting

Go-to-market, product marketing and operations expertise for small businesses and startups. 

I partner with visionary founders to uncover their ONE -- the one customer they solve one problem for, unlocking revenue streams and bringing the business to fruition. 

Clients: technology startups, consultants, fund managers

Specialties: pitch deck development and presentation coaching, customer profile and value proposition development, ecosystem building, operations.

Principal

Founder Institute - Keystone

Volunteer business mentor with the The Founder Institute, the world’s most proven network to turn ideas into fundable startups, and startups into global businesses. Since 2009, FI's proven methodology has helped over 5,000 companies across 6 continents build businesses that matter.

The FI Keystone Chapter graduated its first cohort in August 2022, and is focused on helping to strengthen the startup and entrepreneurial ecosystem in the tri-state region. The chapter provides mentorship and advisement during a highly-competitive four-month accelerator program that helps new founders gain knowledge and build a solid foundation to build a successful, scalable company.

Business Mentor

Nexia Group Holdings, Inc

Nexia Group Holdings accelerates companies driving sustainability. I work with new and established businesses at the nexus of making the world a better place and investment.

Consultant & Strategic Advisor

3BL Media

SaaS + Managed Service Environmental, Social and Governance (ESG) content publishing and distribution platform for purpose-driven brands, mainly F1000 and large private firms. Partnerships include solo-preneurs and large firms with a speciality in speciality subject areas like volunteerism, climate science, disaster relief, business ethics, among others.

My sphere of control included digital asset management for up to 10 websites at it's peak, with COPE strategy, unified content management systems, headless front-ends, third-party integrations, social media properties and email technology. Led web accessibility efforts in compliance with ADA and WCAG AA standards. My team in the US and the UK ran publishing process enablement, thorough user experience interviews for both publishing and data products, rearchitecting the technical platform for the data product, paid advertising, and analysis on distribution partnerships.

Chief Operating Officer/Head of Product

SVP Product & Technology

Vice President, Product

Vice President Client Services

Senior Account Manager / Media Consultant

Paradise Events

Owner/Event Designer for event planning services in the Pioneer Valley. Specializing in what's special to you. 

Weddings, anniversary parties, professional workshops, publicity and promotion.

Graphic design services, traditional and new media planning and promotions.

Co-Founder/Chief Socialite

Organic Trade Association

Served as a highly organized and creative event planner, graphic designer, and fundraising team member. 

Planned social and business presence at industry-crucial events such as OTA's annual Policy Conference & Hill Visits Days in Washington, DC, Member Days events at the Natural Products Expo East/All Things Organic in Baltimore, MD, and regional events such as Brattleboro, VT's Strolling of the Heifers, among others.

Planned and implemented the association's annual fundraising campaign, managed investor relations, recruited fundraisers, wrote and designed marketing materials. 

Designed consumer and trade print and web advertisements and promotional materials for OTA and its programs. Provided strategic analysis and managed technical development of infrastructural data management system.

Member Services & Development Manager

Membership & Development Coordinator

Membership & Special Events Assistant

ServiceNet

Directly supervised staff with rotating 24-hour emergency on-call responsibilities, including mental health triage. Responsible for the coordination of interdisciplinary medical care for 26 clients, as directed by a wide variety of health care providers. Managed operational needs of outreach office with inter-agency departments including budget responsibilities. Assembled dynamic schedule for clients and staff according to multi-tiered treatment plans. Compiled staffing reports, census reports, & preparation of MA state licensing records annually.

Site Manager

I aim to cut friction operationally and connect products to customer needs to deliver great experiences and great growth. 

📈 I can successfully grow revenue
- From the client services side with land-and-expand campaigns
- From the digital strategy side optimizing content-to-audience strategy

👥 I can successfully scale teams
- By refining and optimizing process, like leading Agile transformation
- By connecting the project to the right team; we've accelerated technical delivery by over 200%, increased partnerships, optimized information management (to name a few)

🔍 I have a keen perception for what people are good at
- I reorganized engineering to a three-tier product development, in-house management and off-shore maintenance model
- I merged a business acquired in the UK with the US-base of operations

I'm also a mom to an amazing little boy, a volunteer in my community with our civic association and get-out-the-vote efforts, attend Wonder Women dinners by Yao Huang, and regularly lift heavy things and put them back down. I love social science research and follow organizational psychology, character development, behavioral economics, and AI product development news closely.

Professional Skills
Operations Management | Budget Process/ P&L | User Experience (UX) Design | Team Development | Market Analysis | Strategic Planning | Portfolio Strategy | Business Development | SaaS | Agile Development | Digital Strategy | Data Engineering Management | Data Analytics

Domain Knowledge 
Content-based technologies | Technical stacks for news websites | Privacy-first data management | SaaS product modeling | ESG | Start Up Management | Mergers & Acquisitions | Association Management

taplio

The Battle

Brian Slough

Karen Robinson

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