- Corporate
- Employee Benefit Guidance on Workforce Transitions
- Employee Benefits + Executive Compensation
- Executive + Equity-Based Compensation
- Governmental Audits, Benefit Claims + ERISA Litigation
- Health + Welfare Plans
- International
- Plan Governance, Investment + Fiduciary Issues
- Real Estate Capital Markets (REITs)
- Tax-Qualified Retirement Plans
- Board of Directors, HERO for Children, 2004-2006
Education
- University of Florida Fredric G. Levin College of Law, LL.M., 1989
- University of Georgia School of Law, J.D., 1985
- Clemson University, B.S., 1979
Bar Admissions
- Georgia
- North Carolina
Court Admissions
- Supreme Court of Georgia
- Labor & Employment Annual Seminar, Troutman Sanders, October 24, 2019.
- Protecting Against Fiduciary Lawsuits: 10 Lessons for HBO’s Game of Thrones, Employee Benefits and Executive Compensation Webinar, Troutman Sanders, October 2, 2019.
- Community Bankers Association of Georgia, 2015 CFO Conference, Employee Benefits in Mergers & Acquisitions, August 12, 2015.
- What Plan Sponsors Should Think About Now, DiMeo Schneider & Associates, L.L.C. Luncheon Conference, June 30, 2015.
- Top 10 Takeaways on Fiduciary Liability, Corporate Counsel, 27th Annual General Counsel Conference, June 3, 2015.
- Same-Sex Partners: Workplace Impact of the Supreme Court’s Defense of Marriage Act Ruling, Troutman Sanders Annual Labor & Employment Seminar, October 17, 2013.
- Valuing Stock Compensation Under Section 409A, Strafford Publications & Seminars, November 25, 2009.
- Navigating the Complexities of New IRC Section 409A, Georgia Society of CPAs, August 16, 2007.
- IRC 409A Presentation – General Rules for Stock Options and Other Awards, Technology Association of Georgia, March 6, 2007.
- Executive Breakfast on the New Deferred Compensation Rules, Hunton & Williams LLP Program, December 1, 2004.
- A Primer on S Corporation ESOPs and Other Employee Benefit Issues, Lorman Education Services Seminar on S Corporations, October 2, 2003.
- Reporting and Disclosure Requirements Applicable to Employee Benefit Plans, Lorman Education Services Seminar on Employment Related Records in Georgia, April 17, 2002.
- Enron – The Implications, The New South Chapter of the ESOP Association, April 20, 2002.
- Employment Law, Labor Relations and Employee Benefits, Hunton & Williams LLP Virginia Program, November 1997.
- Health Insurance Portability and Accountability Act of 1996, Welfare Plan Administrators Group Presentation, May 1997.
- Podcast, “Executive Compensation in Mergers and Acquisitions,” Employee Benefits and Executive Compensation Considerations in Mergers and Acquisitions Podcast Series, December 12, 2024.
- Co-author, “U.S. Supreme Court Decision Potentially Opens Floodgates for ERISA Breach of Fiduciary Duty Claims,” Troutman Pepper, January 28, 2022.
- Co-author, “COVID-19 Executive Compensation Q&As: Focus on Incentive Plans and Nonqualified Deferred Compensation,” Lexis Practice Advisor, April 13, 2020.
- Co-author, “UPDATE: COVID-19 Employee Benefits FAQs for Employers: Focus on Executive Compensation,” Troutman Pepper, April 1, 2020.
- Co-author, “COVID-19 Employee Benefits FAQs for Employers – Focus on Retirement Plans,” Troutman Pepper, March 2, 2020.
- Co-author, “162(m) Proposed Regulations: Six Lessons and a Handful of Planning Opportunities,” Troutman Pepper, February 6, 2020.
- Author, “Protecting Against Fiduciary Lawsuits: 10 Lessons We Should Have Learned From HBO’s ‘Game of Thrones’,” Troutman Pepper, July 25, 2019.
- Author, “10 ERISA Fiduciary Lessons From ‘Game Of Thrones’,” Law360, July 22, 2019.
- Co-author, “IRS Releases Guidance Regarding Acceptance of Rollover Contributions,” Troutman Pepper, April 15, 2014.
- Co-author, “The IRS Sets Rules for Plan Sponsors to Implement ‘Windsor’ with Respect to Qualified Retirement Plans,” Troutman Pepper, April 9, 2014.
- Quoted, “11th Circ. Hands DuPont Victory In Stock Option Suit,” Law360, January 2, 2020.