Who We Are 2018-02-09T06:34:27+00:00

Lawdragon’s 100 Leading Legal Consultants and Strategists for 2016

LAWDRAGON 100 - Leading Legal Consultants Strategists

REAL-WORLD EXPERIENCE

Jon and Stephanie have over 50 years of combined in-house legal strategy and operations experience.  Managing through tight budgets and limited resources, they have implemented countless programs and tools to bring their departments to the next level, and can help you do the same.

 Fran Evans, a leader in her field, has worked with multiple C-level executives, including General Counsels and their reports to enhance their leadership skills and build cohesive teams.

Together, they are experts in giving their clients simple, actionable strategies to take their legal departments to the next level.

Stephanie Corey

STEPHANIE COREY, UPLEVEL OPS CO-FOUNDER

stephanie.corey@uplevelops.com

Stephanie Corey is a co-founder of UpLevel Ops, a consulting firm specializing in providing services for in-house legal departments and law firms.  UpLevel Ops provides a complete range of Legal Operations support, including IT solutions, Finance and Budget guidance, Talent Management and Development, Benchmarking, Best Practices and Metrics, and Outside Counsel Selection and Management.

Stephanie also founded and is a former executive member of the leading legal operations trade organization CLOC, Corporate Legal Operations Consortium.  She is a widely respected veteran in the Legal Ops field.

Most recently, Stephanie has served as the Chief of Staff and Senior Director of Legal Operations at Flex, the second largest manufacturing company in the world.  She has spent the better part of her career providing value-added services to Legal Departments, including building and deploying critical infrastructure to enable them to meet their business priorities.  Her areas of expertise include Information Technology, System Implementations, Process Analysis and Improvements, Finance, Communications and Administration.

Stephanie began her career at Merrill Lynch in Pennsylvania, and after relocating to California, she worked at Bailard, Biehl and Kaiser, an investment firm in Foster City.  Once she decided to move into Corporate Finance, Stephanie took a position under the CFO, managing the Finance and Accounting Department at Provident Funding Mortgage Bank.

She later moved to Hewlett-Packard, where she was employed for eleven years as the head Legal Operations Manager, running a large IT and Finance Department.  Her most recent role at HP was Chief of Staff to the General Counsel, responsible for managing the daily operations of the Legal Department, working closely with the General Counsel and his reports to develop the strategy for the delivery of technology, finance and administrative solutions.

Stephanie holds a master’s degree in Business Administration from Lehigh University, and a bachelor’s degree in Economics from Wilkes University.

John Hoak

JON HOAK, UPLEVEL OPS CO-FOUNDER

jon.hoak@uplevelops.com

Jon S. Hoak is a co-founder of UpLevel Ops. UpLevel Ops is a consulting firm specializing in providing services for in-house legal departments and law firms.   UpLevel Ops provides a complete range of legal operations support, including IT solutions, Finance and Budget guidance, Talent Management and Development, Benchmarking, Best Practices and Metrics, and Outside Counsel Selection and Management.

Prior to joining UpLevel Ops, Jon served as Executive Vice President and General Counsel at Flex from January 2011 until July of 2016.  Flex is a leading sketch-to-scale solutions company that designs and builds intelligent products for a connected world. With more than 200,000 professionals across 30 countries and a promise to help make the world Live Smarter, the company provides innovative design, engineering, manufacturing, real-time supply chain insight and logistics services to companies of all sizes in various industries and end-markets. At Flex, Jon had global responsibility for providing legal support and directing legal operations. He also led the corporate security function and directed US government affairs activities at Flex.

Previously, Jon was Vice President and Chief Ethics and Compliance Officer at Hewlett-Packard (HP), where from 2006 until 2011 he oversaw the strategy and implementation of HP’s ethics and compliance program, including adherence to HP’s standards of business conduct. Jon also served from 1993 until 2006 as Senior Vice President and General Counsel for NCR Corporation, where he was responsible for furnishing legal counsel services and directing legal operations for all global divisions of the company. He also served as General Counsel for AT&T’s Federal Systems Division, where he led a group of attorneys to support AT&T’s provision of products and services to the United States government. Prior to joining AT&T, Jon was a partner of the law firm of Sidley & Austin and also worked for Heritage Communications, a cable television operator.

Jon holds a juris doctor degree from Drake University and a bachelor’s degree from the University of Colorado, Boulder, where he majored in psychology, history, and political science.

Fran Evans

FRAN EVANS, FRAN EVANS COACHING, OWNER

franevans@gmail.com

Bringing more than 25 years of achievement in business and leadership issues, Fran has a depth and breadth of experience that allows her to work with a wide range of individuals. As the Vice President and leader of a 100 person unit in a university setting, Fran developed a commitment to the development of organizations and the people in them. Building on this background and certified as a professional coach, her work is aimed at developing individuals, along with the selected specific skills and competencies, so that they can best contribute their talents to strategic goals.  She has worked with leaders in higher education, the corporate sector, and independent professionals.

In working with 360 feedback and other instruments and through guided inquiry, Fran can help the client see areas that need attention, and more specifically, develop action plans that actually develop the desired characteristic or behavior.  Some of these competencies have included risk-taking, greater skill at collaboration, reduction in conflict-avoidance, enhanced ease in open dialogue and in giving and receiving feedback, leadership presence, team building, and change management. Each coaching program is tailored to the individual.  A desired purpose of the coaching engagement is agreed upon, and this is stated in measurable and observable outcomes.  A customized plan of action is developed to deliver these outcomes. Subsequent coaching meetings, generally lasting an hour to an hour and a half, build on progress toward these outcomes.

Clients have included C-suite executives and emerging leaders from McKesson Corporation, Yahoo,  Hewlett-Packard, Walgreens and also Senior Administrators, faculty and staff from Stanford University, Drake University, UCSC, Santa Clara University and the LSU Health Sciences Center.  Her work with established and emerging leaders helps develop individuals and teams who are adapted to lead for organizational effectiveness and transformation.

NATHAN CEMENSKA, JD/MBA, LEGAL OPERATIONS CONSULTANT

Nate.cemenska@uplevelops.com

Nathan Cemenska, JD/MBA is a Legal Operations Consultant for UpLevel Ops. He has investigated, documented, analyzed the functionality of, and in some cases implemented over 100 pieces of legal technology on behalf of in-house corporate legal departments. Areas of expertise include matter management, e-billing, ethics case managers, legal hold tools, case docketing programs, e-discovery, all-purpose collaboration tools, background check providers, risk management software, privacy breach incident managers, contract generation, ethics and compliance content providers, contract analytics platforms, SharePoint managed services, legal data analytics platforms, legal project management tools, entity management tools, CLE management tools, learning management systems, policy management systems, conflict of interest tools, document management systems, compliance and regulatory risk assessment providers, bulk content translation tools, and many other tools and services.

Before joining UpLevel, Nathan served as a Team Lead of Legal Analytics in the legal department of one of the world’s largest healthcare providers. His responsibilities included managing outside consultants who provided legal analytics support, building out the organization’s primary data analysis tool, developing the first systematic diversity and matter budgeting programs for the organization, and streamlining monthly financial reporting and the organization’s quarterly legal reserve (contingent liability) process, which included quarterly projections of over 300 litigation and dispute matters. He also served as a project manager on two large litigation matters with a combined $20 million in annual outside counsel spend.

Nathan has served as a volunteer researcher for the Corporate Legal Operations Consortium (CLOC), an organization co-founded by UpLevel’s co-founder, Stephanie Corey, consisting of over 1,000 legal operations professionals from organizations with a minimum of $1B in annual revenue.

Prior to entering the field of legal operations, Nathan founded the highest-volume solo consumer bankruptcy practice in northern Ohio. The techniques he learned for reducing unnecessary work, training and collaborating with his small staff, analyzing Internet marketing performance metrics, building websites, developing training videos, managing documents and approval workflows, and managing client relationships all have direct application in the larger world of corporate legal operations.

Nathan has published hundreds of articles on the subject of election law as well as co-authored two books on election law and one book about legal operations. For years he worked in academia project managing grant-funded election law research projects in conjunction with The Ohio State University law school, the New York University political science department, the Pew Charitable Trusts, the United States Election Assistance Commission, and other organizations. He has testified before the Ohio House of Representatives on the subject of election law, and has been interviewed on the subject by distinguished outlets including the National Law Journal, the Congressional Research Service, Newsweek, the Cincinnati Inquirer, ABC News, and ProPublica.
He holds degrees from Northwestern University, The Ohio State University, and Cleveland State University.

CORI McDERMOTT,
LEGAL OPERATIONS CONSULTANT

Cori.mcdermott@uplevelops.com

After more than 15 years managing contracts and contracting processes primarily for technology companies, Cori officially jumped into the Legal Operations realm in 2014, taking her extensive contracting knowledge along with her process improvement, organization, collaboration, and training skills. and applying them across the entire legal function. As Pearson’s first Legal Operations resource, Cori and her team implemented more than six technology tools that created tangible cost savings, efficiency improvements, and increased compliance capabilities for the department, while also championing process and policy improvements.

As a Contract Manager, Cori was known for continuously advocating for and delivering process improvements – from leveraging online terms and conditions to creating self-service sales contracts. Her contract management experience is comprehensive – including drafting, negotiating and managing sales, services, and other revenue contracts as well as inbound licensing, procurement, and partnering agreements.

Currently based in Denver, Colorado, Cori holds a bachelor’s degree in Business Administration from Northern Arizona University.

ASHLEY FILLMAN, CONSULTANT

Ashley.fillman@uplevelops.com

As a consultant at UpLevel Ops, Ashley is not only responsible for both internal and customer-facing projects, but also managing daily business operations.

Prior to joining UpLevel, Ashley was at Flex International for three years. During her time there, she managed small to medium-scale projects for both the legal department and the CEO’s office. Prior to that, she held positions of varying degrees of administrative and project support in the software, electronic, educational and staffing industries.

HALEY CRAIN CARTER, CONSULTANT

Haley Carter is a strategic sourcing and Six Sigma expert with experience in operations, procurement, and contract management. A 2006 graduate of the Naval Academy, she spent nearly eight years as a logistics officer in the U.S. Marine Corps, making two combat deployments in support of Operation Iraqi Freedom.

Since leaving Active Duty, Haley has performed a number of corporate Indirect Procurement roles progressing from Category Manager to Director. She has led sourcing in the electronics manufacturing, chemicals distribution, and oil and gas industries and now focuses primarily on Business Transformation and Process Improvement. As a Six Sigma Black Belt and Lean Process leader, her passion is driving synergy between commercial teams, corporate business groups, and operations.

In addition to her degree from the Naval Academy, Carter owns an MBA with Distinction from the University of Liverpool and currently attends the University of Houston Law Center. She is a Lifetime Girl Scout, a 2017 EY Women Athletes Business Network Mentee, and is active in the International Women’s Forum. Her personal military decorations include the Defense Meritorious Service Medal and the Navy and Marine Corps Commendation Medal (w/ Gold Star in Lieu of Second Award).

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