Claudia H. Allen
KPMG Board Leadership Center
Claudia Allen is a Senior Advisor with the KPMG Board Leadership Center, where she brings her experience advising boards, management and investors in public and private companies on corporate governance matters and related issues, such as shareholder activism and engagement, board/committee process and structure, and fiduciary duties. Prior to joining the Center, she was a partner and co-chair of the Corporate Governance practice at the international law firm Katten Muchin Rosenman LLP, where she also represented public and private companies in mergers and acquisitions and securities matters. She is a frequent writer and speaker on corporate governance issues and has made presentations to the American Bar Association and the Association of Corporate Counsel. Allen is a fellow of the American College of Governance Counsel and special consultant to the American Bar Association’s Corporate Laws Committee.
Over his 15-year career with Nationwide, Daniel Armstrong has held several different positions across multiple business units and has developed a reputation as an action-oriented, creative, problem solver. He started his career as a Contract Specialist before taking a role providing legal advice on intellectual property. He then transitioned to providing legal support to the Property and Casualty companies at Nationwide, including leading the Sales Practice Group as well as the Personal Lines and Commercial Lines Product Legal teams. At present, Armstrong is the VP of Legal for Innovation at Nationwide. He also has responsibility for two emerging businesses- Nationwide Specialty Insurance and Nationwide Pet. In this role, he is responsible for providing legal advice to enable the creation of new products, businesses, experiences, and services in the insurance and financial industries and beyond.
Anjali P. Chavan joined Battelle Memorial Institute’s Office of General Counsel in April 2016. Her focus is in the areas of litigation management and labor and employment. She advises Battelle’s Human Resources and Benefits department regarding audits, training, counseling, discipline, and investigations in the areas of employment discrimination, family and medical leave, employee benefits, labor management relations, labor disputes, OFCCP/Affirmative Action compliance, wage & hour, and immigration. She also manages any on-going litigation. She provides strategic support and counsel to the 7 National Labs that are managed and operated by Battelle as well the Contract Research business. Prior to joining Battelle, Chavan worked at the law firm of Dinsmore & Shohl in Columbus, Ohio as a management-side labor and employment attorney. Chavan is very active in the Columbus community, serving on the Boards of both the Human Rights Campaign and the Short North Alliance.
Hollie K. Foust, is the Senior Vice President, Ethics & Compliance for Cardinal Health, Inc., a Fortune 500 company with revenues in excess of $100 billion and over 50,000 employees worldwide. Cardinal Health distributes medical and pharmaceutical products and manufacturers a wide range of medical products from exam gloves to cardiovascular stents. The company also provides customized pharmacy solutions, patient access and support programs through its specialty pharmaceutical HUB, and medication management programs that reduce costs and help improve patient care for hospitals, pharmacies, health systems and other integrated healthcare providers. As the head of the Ethics & Compliance Department at Cardinal Health, Foust oversees Cardinal Health’s global ethics and compliance programs, which includes responsibility for data privacy compliance, investigations, corporate-wide policy and procedure development, maintenance, and implementation, compliance monitoring, and execution of disciplinary processes. She has significant experience in both domestic and international laws, regulations, and industry requirements, including.
Gates Garrity-Rokous serves as Vice President and Chief Compliance Officer for the Office of University Compliance and Integrity at The Ohio State University. Gates has spent more than 20 years developing, assessing and managing ethics and compliance programs for complex institutions, with a broad expertise in higher education, healthcare and financial services. Prior to joining Ohio State, Gates served as Chief Compliance Officer for GE Capital Americas, where he oversaw its regulatory compliance program. Before that, he was a white collar defense partner for Wiggin & Dana, LLP, advising universities, hospitals, and corporations on compliance issues. He also served as an assistant U.S. attorney and health-care fraud-enforcement officer with the Department of Justice. Gates also clerked in the United States District Court of Connecticut and the United States Court of Appeals, Second Circuit.
Liam Gruzs is an associate in the Vorys Columbus office and a member of the health care group. His practice focuses on advising health care industry clients on legal, regulatory, and business issues impacting their operations. He brings in-house health care industry experience, which enables him to understand client expectations and apply a unique perspective to his practice. Gruzs regularly advises a variety of providers — including hospitals, pharmacies, home health care agencies, behavioral health care providers, Federally Qualified Health Centers (FQHCs), and physician practice groups — at all stages of the compliance life cycle, including strategic counseling, developing effective policies and procedures, and vigorously defending government audits. Liam also regularly advises a variety of clients with issues related to employee benefit plans.
John Kahle is the General Counsel and Division Manager of the Honda North America Law Division. He has been with Honda for 17 years. Kahle has held various positions at Honda, within in the law division, at Honda Manufacturing of Indiana, LLC, and within the Corporate Affairs Department at Honda of Manufacturing of America.
Matt Kramer is the Columbus Office Managing Partner, and Regional Managing Partner at KPMG. Kramer focuses on helping companies solve complex and global business challenges leveraging the depth of KPMG’s resources in risk consulting, management consulting, deal advisory, strategy, tax and audit. He frequently attends Audit Committees and Board Meetings as an advisor. He is a Partner in KPMG’s Risk Consulting Advisory practice. He specializes in providing internal audit outsourcing and co-sourcing services, Sarbanes-Oxley assistance services, internal audit establishment and development, enterprise risk management, contract compliance, continuous auditing and monitoring, and internal audit quality assurance reviews.
Marilyn McClure-Demers currently serves as Vice President and Associate General Counsel at Nationwide in the Office of the Chief Legal Officer at Nationwide. In this role, she leads the teams responsible for managing and directing strategy for all Corporate/Intellectual Property litigation and Discovery Management for the enterprise. She also personally represents Nationwide in matters pertaining to the areas for which she is responsible including regulatory or agency matters. McClure-Demers has previously led teams which managed both Property and Casualty extra-contractual litigation and P&C Class action litigation. She also served on the law department’s Diversity and Inclusion Council. Before joining Nationwide in 2007, she served as Employment Law Counsel at Rite Aid Corporation where she led the employment law legal team which managed and directed strategy in litigation, and other regulatory agency investigations along with class and collective actions. McClure-Demers has represented private and public sector clients, including public officials, in multiple industries in regulatory and litigation matters in federal and state courts and collective bargaining.
Monica Oathout is a partner in the Vorys Houston office and member of the labor and employment group. She provides guidance and serves as trial counsel to employers in labor and employment matters including termination, discrimination, discipline, retaliation, medical leave, disability, harassment, wrongful discharge, unsafe workplace, non-competition covenants, reductions in force, and wage and hour issues. Oathout also has significant experience in internal corporate investigations. Additionally, she has significant experience advising oil and gas companies on labor and employment matters, including litigation before both state and federal courts. Recognized by Chambers as a Leading Lawyer in employment law, Oathout has more than 25 years of experience as a labor and employment litigator and has had lead responsibility for many cases that were defeated by summary judgment, trial and appeal. She has also authored articles and lectured on numerous topics including minimizing sexual harassment liability and employment torts which include defamation, intentional infliction of emotional distress, invasion of privacy, fraud, negligent supervision, negligent referral and negligent hiring
From law firms to liquor companies, Abby Picotte has practiced law in a wide variety of settings. She began her legal career in Boston at Proskauer Rose where she advised private investment fund clients from around the world. She later moved to Louisville, Kentucky and joined the corporate practice at Dinsmore & Shohl where she further developed her corporate practice advising private companies and financial institutions. She moved home to Columbus, Ohio where she served as General Counsel of J&M Concepts, a start-up liquor company with distilleries in Tennessee and sales nationwide. At J&M she worked not only with in-house brands but also with well-known international liquor companies and distributors. She continued her career at the Columbus office of Vorys, Sater, Seymour & Pease where she advised both public and private companies on corporate governance matters, M&A transactions, public company securities filings, and commercial law. She is currently in-house counsel at Scotts Miracle-Gro where she works on a wide range of corporate matters from M&A transactions to commercial law.
Lisa Reisz is a partner in the Vorys Columbus office and a member of the health care and litigation groups. Her practice focuses on health information technology issues including: health information privacy and security under HIPAA/HITECH, state confidentiality laws and 42 C.F.R. Part 2; breach response; implementation of electronic health records; and qualification for meaningful use incentives. She also has significant experience with state certification and licensing issues, fraud and abuse compliance counseling and litigation, NPDB reporting issues, performance improvement/peer review counseling and litigation, and medical staff governance issues. Reisz is an editor of the blog HealtHITech Law. The blog provides interesting and pertinent analysis of a variety of issues involving health information technology (HIT), specifically developments in HIT privacy and security including HIPAA/HITECH compliance and the interplay of state privacy laws, HER implementation and use challenges, review of new HIT tools and status of health information exchanges. She is a member of the American Health Lawyers Association (AHLA) HIT practice group, a co-chair of the AHLA Electronic Health Records Affinity Group and a member of the Columbus Bar Association’s Health Care Committee.
B. Andrew “Andy” Rose was named the president of Worthington Industries in August 2018 and continues as chief financial officer. He joined Worthington Industries in December 2008 and currently serves as the vice president. Before joining Worthington, Rose worked at MCG Capital Corporation where he was a senior investment professional in the Atlanta office for the $1.5 billion public investment company. He focused on making control-equity investments and providing debt financing for companies in the manufacturing, distribution and transportation and logistics industries. Previously, Rose was partner, co-founder and member of the investment committee with Peachtree Equity Partners, a private equity fund backed by Goldman Sachs. He managed debt and equity recapitalizations for manufacturing, distribution and service firms, served on the board of directors of various companies, advised management on growth strategies and operations, and managed the firm’s institutional investor base.
J.Scott Sanchez is an Innovation Leader, with extensive experience in product management and design, with a history of making simple, yet impactful products and experiences that delight users. Sanchez recently became the Chief Innovation Officer for Nationwide, leading new business innovation and incubation, enterprise innovation, and venture capital for the company. He brings a user-centered approach to innovation (also known as “design thinking”) to create products and experiences that people can’t imagine, and then can’t imagine going back. Prior to Nationwide, he was Vice President, Innovation and User Experience, at First Data, a global leader in commerce-enabling technology solutions serving more than six million business locations and 4,000 financial institutions in 118 countries around the world. He joined First Data in early 2011 to enable innovation throughout First Data across products, clients, and employees. He founded and ran the Innovation Lab, a cross-functional team of product managers, user experience designers, user experience researchers, technologists, and client innovation leaders, whose goal is to disrupt the future of commerce in collaboration with clients and partners.
Anthony Sharett serves as the Senior Vice President, Marketing and Emerging Businesses Legal Leader for Nationwide Mutual Insurance Company. In this role, Anthony is the legal, regulatory, and strategic leader of a team of lawyers, paralegals and professionals supporting Nationwide’s Emerging Businesses Group, which includes $7B Nationwide Bank, Nationwide Specialty Insurance (travel insurance, accident medical, employee benefits, specialty liability), Nationwide Pet Insurance, Enterprise Innovation, New Business Innovation, and Corporate Ventures. Additionally, he is the legal and regulatory leader of the legal team providing marketing and intellectual property support across the enterprise. Nationwide is a Fortune 68 company. Additionally, Sharett serves as the Interim President of Nationwide Bank as the bank transitions from a full-service direct to consumer bank to a trust-only charter. In this role, Anthony plans and directs all bank activities and lines of business, including credit, risk management, operations, marketing, compliance, legal, and human resources during bank transition
George Stevens is an associate in the Vorys Columbus office and a member of the labor and employment group. He has experience litigating employment discrimination, wage and hour, unfair labor practice, and public accommodation charges and cases. He has represented employers before administrative agencies, federal courts, and state courts. He counsels clients on prospective compliance with a variety of federal and state employment laws and has experience drafting and reviewing employment-related documents, including employment policies and severance agreements.
Janay Stevens is an associate in the Vorys Columbus office and a member of the labor and employment group. She focuses her practice on counseling employers in both employment and traditional labor law matters. Stevens regularly assists employers in complying with the Fair Labor Standards Act, the National Labor Relations Act, the Family and Medical Leave Act, the Americans with Disabilities Act and its amendments, the Age Discrimination in Employment Act and the Fair Credit Reporting Act. She also has experience defending employers against employment lawsuits that include claims of wrongful discharge, discrimination, hostile work environment and harassment, wage and hour violations, breach of contract and violations of non-competition covenants. Stevens has represented clients in state and federal court, before the Equal Employment Opportunity Commission, the Ohio Civil Rights Commission, and other similar state agencies throughout the country. She also advises on best practices in hiring, firing, and other disciplinary decisions; conducting internal investigations; and maintaining effective and compliant employee policies and regulations.
Jim Thomas has over thirty years of experience as a leader, including service as a United States Magistrate Judge. Most recently, he was a partner at Vorys, Sater, Seymour and Pease LLP in Columbus, Ohio. Prior to joining Vorys, Thomas was a partner with Squire Sanders, now Squire Patton Boggs, where he led the Global Litigation Group and was responsible for the group’s overall leadership, management, and profitability. Currently, he is General Counsel to the Honorable Michael J. Rogers, who served in Congress for fourteen years including as Chairman of the House Permanent Select Committee on Intelligence. Since leaving Congress at the end of 2014, Chairman Rogers has continued to be a leader on public policy matters as well as serving as a CNN contributor and host for a series called “Declassified.” He provides counsel and assistance to Chairman Rogers in the Congressman’s post-congressional activities.
Lisa Whittaker serves as the Employment, Compliance, and Litigation Counsel for Express, Inc., a specialty retail apparel company based in Columbus, OH. In this role, she is responsible for leading the internal processes for driving and ensuring compliance with laws, regulations, and company policies. She is also responsible for drafting, updating, and rolling out Express’ policies and procedures, including the Express Code of Conduct. Lisa leads training enterprise-wide. Prior to joining Express, Ms. Whittaker was Senior Attorney for Litigation and Employment Law with ascena Retail Group, Inc., where she handled employment litigation, advised cross-functional business partners on risk, and helped advance business goals. Lisa received her BS in Elementary Education from Wright State University, and her MA and JD from The Ohio State University. Lisa serves on the Columbus Bar Association, Board of Governors and is the President-Elect for the Ohio Women’s Bar Association.