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Work Background
Dingeman & Dancer, PLCParalegal
Oct. 2024Michigan, United States- Streamline research and processes through AI and existing tools and vet other solutions
- Intake new clients and coordinate with existing clients
- Conduct research and draft documents for personal injury, business, real estate, estate planning and probate cases
- Update annual corporate records and filings
- Strategize and create written and visual content for advertising and digital marketing
BidcurementVice President Operations
Jan. 2024 - Apr. 2024- Managed the startup's day-to-day operations, including contract management
- Drove innovation and implementation of new (and leveraged existing) technologies, including AI, for superior service delivery and social media engagement
- Produced videos for podcasts, virtual events, live events, and webinars
- Optimized content for all social media platforms
Courtney Hexham, LLCBusiness and Legal Operations Consultant
Aug. 2021Provide legal operations consulting (CLM, e-billing, vendor selection, and AI applications, etc.) for various national organizations, including tech startups
Traverse City Film FestivalSocial Media Videography Team Manager
Jun. 2017 - Jul. 2017Managed a team of videographers and editors to produce (and filmed content for) daily videos (“Dailies”) for the Traverse City Film Festival social media (Facebook) site.
Hagerty (U.S.)Manager, Legal & Compliance Operations
Apr. 2017 - Apr. 2023Traverse City, MichiganFinancial Management:
- Managed the Legal, Compliance, Risk Management, and Business Resilience (“LCR”) department’s budgets, including planning, tracking, and accruals Contract Management:
- Evaluated, selected, and implemented a business process automation tool for contract lifecycle management (“CLM”) to increase self-service contracts to 25%
- Configured automated vendor risk assessments within the CLM solution
- Configured automated contractor access, onboarding, and annual security and compliance requirements
- Implemented and developed training for the organizations e-signature tools
- Reviewed, drafted, and created templates for contracts Technology and Process Optimization:
- Managed LCR’s technology roadmaps
- Trained and provided resource materials for key stakeholders on new technologies, including video tutorials
- Managed the LCR intranet sites
- Managed cross-departmental projects to meet various requirements and UX Outside Counsel and Vendor Management:
- Implemented Outside Counsel Billing Guidelines
- Conducted requests for proposals (“RFP”) for vendors and outside counsel
- Managed outside counsel and vendor relationships
- Evaluated, selected, and implemented organization’s e-billing solution Compliance Management:
- Configured self-service contest and drawing rule generation IP Management:
- Conducted RFP and interviews for patent counsel
- Designed, launched, and facilitated patent program Policy Management:
- Built, launched, and facilitated the organizations policy governance program Strategy, Campaigns, and “One Team Hagerty”:
- Designed and launched internal campaigns (site content, communications, gamification, activities, etc.) to promote enterprise and LCR initiatives
- Facilitated department strategic planning
- Championed the LCR meeting rhythms
- Planned and hosted department team building activities, volunteer activities, and events
- Onboarded LCR new hires and streamlined the onboarding process using existing tools
Hagerty (U.S.)Legal and Compliance Operations Administrator
Apr. 2015 - Apr. 2017- Provided executive assistance to Hagerty’s General Counsel and department leadership, including travel and matter support
- Tracked and reported on department metrics and analysis, including Board reports
- Managed department technology and tools
- Managed the Legal and Compliance department budgets
- Developed and implemented legal policies and procedures, including Outside Counsel Guidelines
- Optimized legal and compliance processes
- Coordinated department meetings and day-to-day operations
Hagerty (U.S.)Legal Coordinator
Oct. 2012 - Mar. 2015- Provided executive assistance to Hagerty’s General Counsel and department leadership, including travel and matter support
- Tracked and reported on department metrics and analysis, including Board reports
- Managed department technology and tools
- Managed the Legal and Compliance department budgets
- Developed and implemented legal policies and procedures, including Outside Counsel Guidelines
- Optimized legal and compliance processes
- Coordinated department meetings and day-to-day operations
Hagerty (U.S.)Claims Customer Service Representative
May. 2012 - Oct. 2012Traverse City, MI- Fielded calls and filed US, Canadian, and marine claims for classic vehicles.
PracticalCamera Operator
Jan. 2012 - Jan. 2013
Katz Teller Brant & HildAdministrative Assistant
May. 2010 - Jan. 2012Cincinnati, OhioAssisted the firm’s CEO/President and several other nationally-recognized corporate attorneys; served as corporate statutory agent and managed all service of process; maintained corporate minute book filing; managed time and billing; managed the production of all pension data CDs for clients, including CD contents, labels, and case inserts; assisted multiple litigation, domestic, and estate planning attorneys from time to time; transcribed correspondence, agreements, pleadings, etc. using dictation software; drafted, proofed, prepared, and organized legal documents; fax filed and e-filed legal documents; organized and managed case files; met and/or communicated with clients, courts, court reporters, and clerks; and assembled exhibit materials.
Pitcher, Enders & Drohan CPA's, Inc.Administrative Assistant
Dec. 2009 - May. 2010Blue Ash, OhioManaged firm’s website and marketing materials; managed firm’s Due Date system; processed, proofed, prepared, organized, and filed tax returns, financial statements, workpapers, and memos; transcribed memos using dictation software; organized and managed client files; prepared Excel spreadsheets of clients’ capital gains and losses; managed office supplies.
Nexus Family ServicesMarketing Consultant
Jul. 2009 - Oct. 2012Traverse City, MIDesigned marketing materials, including the website, brochure, rack cards, and business cards; and managed the social media.
Traverse City Film FestivalVideography Manager
Jun. 2007 - Jun. 2010Recruited and trained a team of filmers and editors from over 60 volunteers; designed training and instructional materials; scheduled tapings of Q&A sessions and panel discussions with filmmakers/cast members from highly accredited films; scheduled and personally conducted interviews with filmmakers; taped and edited Q&A sessions, banquets, benefits, and filmmakers’ speeches (including Michael Moore, Ex-Governor Jennifer Granholm, Jeff Garlin, and Madonna) using equipment such as Canon GL-2s and Avid editing software; and documented the Grand Reopening of Traverse City’s State Theatre with three days' notice (assembled a team of videographers with professional quality cameras, scheduled tapings, coordinated camera positioning with State Theatre stage/audio manager, and operated a Canon XL-1).
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