Geoff Picus Email & Phone Number

Analyze existing processes and identify dependencies and potential break points, and recommend and implement improved technical solutions.Optimize internal Firm systems and processes for functionality and collaboration across Risk, Financial and other info systems to maintain integrity of data and workflows.Drive operational improvements to Risk structure and scale.Evolve and maintain the Firm's Risk Management and Knowledge systems, incl. Risk Systems design and platform migrationsAdvise Chief Risk Officer on selection and adoption of new technologies to improve NBI, Conflicts, Recruiting, Marketing and other Firm administrative functions.Project Manager collaborating with vendors and other Firm departments for various software upgrades & process improvements.Understand all aspects of the Firm’s Information Governance Policy and be able to articulate relative obligations to Firm stakeholders, to ensure compliance with Firm’s ethical and regulatory requirements.Ensure Risk team members, and all Firm employees, are trained and kept up-to-date on Risk systems, protocols, and processesManage daily Risk Management operations, directing team of 28;

• Optimize internal Firm systems & processes for functionality & collaboration across Risk and Financial systems • Serve as subject matter expert for integrations and data flows across Firm systems, organizing data management and data mapping sessions as needed.• Serves as the collaborative Project Manager for various software upgrades & process improvements.• Identify dependencies and potential break points in data integrations & processes, in order to recommend & implement improved solutions.• Administer all Risk department applications integrated across DEV & PROD environments, including LBMS, Intapp Intake (QuickCreate) & Conflicts, etc maintaining integrity of data and workflows.• Manage Risk Systems team• Handle Tier-2 support requests, troubleshooting Risk System incidents to provide support & guidance for Risk team, as well as Firm staff & attorneys.• Continually advance knowledge of Firm systems & processes (incl. but not limited to: Risk, Finance, IT, Recruiting, and HR systems), obtaining additional education & certifications as needed.• Produce and update training documentation for NBI & Conflict Systems.• Manage User accounts and access rights for Risk system applications.• Assist with the selection and adoption of new technologies to improve NBI, Conflicts, Recruiting and other Firm administrative functions.• Design & Perform graybox, blackbox, user acceptance testing for Risk system & process improvements. • Available after-hours for troubleshooting incidents, testing and maintenance issues.• Involvement in additional projects as needed.

Stanley, Va, Usa And Mussoorie, Uk, India

As a founding member of the Dharmashri Group, I've translated, edited, proofread, designed, and published a variety of Tibetan Buddhist philosophical & liturgical works.

Oakland, Ca

Serves as Project Manager for several Risk software upgrades & process improvements, including: • IntApp Wallbuilder upgrade • IntApp Open QuickCreate new business intake development & roll-out • IntApp Open conflicts module improvements • IntApp Lateral Hire module development • iManage LBMS upgrade • iManage SPM implementation • IP Conflicts process developmentSourced and negotiated contracts for corporate research tools (Dun&Bradstreet/Hoovers, Bureau Van Dijk, and S&P’s CapitalIQ).Continued responsibilities for new business intake and conflicts analysis, as in previous positions.

Oakland, Ca

Serves as Project Manager for several Risk software upgrades & process improvements, including: -IntApp Wallbuilder upgrade -IntApp Open conflicts module roll-out -IntApp Lateral Hire module development -Elegrity LBMS upgrade -IP Conflicts process developmentSourced and negotiated contracts for corporate research tools (Dun&Bradstreet/Hoovers and S&P’s CapitalIQ)Provides training and instruction for Risk Management new hires; Works with Billing, Collections, Training and IT departments to improve cross-departmental processes; Reviews new business intake requests for accuracy, enforcing Risk Management policies;Conducts analysis to identify new-hire and new-business conflicts.

San Francisco Bay Area

Responsible for new business intake;Performs conflicts of interest searches for new attorney and staff hires, evaluating for clearance according to the rules of ethics/professional conduct;Analyzes prospective new business for conflicts of interest, providing summaries of conflict issues and suggested resolutions for requesting attorneys; Conducted office-by-office advanced user training in the Firm’s new business intake system;Assisted General Counsel and Chief Risk Officer with Firm-wide revision of state-specific Engagement Agreements;Responsible for initial set-up and maintenance of ethical screens, using Intapp’s Wallbuilder; Conducts corporate research on prospective clients and related parties, ensuring correct information in Firm’s new business intake system (Elegrity’s LBMS) and the conflicts database (LegalKEY);Produces reports from accounting and other information systems;Works with vendors to procure new software and upgrade existing systems;

Providence, Rhode Island Area

Managing high-volume departmental communications;Maintaining Aderant Accounting System, LegalKey, and Lotus Notes databases;Prepare daily New Client report for the Managing Partner, Firm-wide daily New Business reports, weekly and monthly engagement letter reports for COO, Department Managers and Office Administrators, and additional reports as requested.Liaising with the Managing Partners and Department Heads, accounting and client services regarding client intake;Responsible for Firm-wide new client intake, and conducting intellectual property conflict checks.

Stanley, Va

A multi-faceted role serving as Executive Assistant, Communications Liaison, Office Manager, and Guest Manager:• As Executive Assistant, provided personal service, project management, and secretarial duties,Including calendaring, travel arranging, and more for the President;Discreetly provided executive-level assistance for a wide range of global dignitaries and guests.• As Communications Liaison, was responsible for inter- and intra-organizational communications;Wrote, edited, and proofread publicity materials, including news articles and event promotions;Worked closely with Webmaster to design and manage content for websites and social media accounts;• As Office Manager, oversaw office administration and staff;Planned logistics and schedules for calendar of monthly events and programs;Fulfilled IT duties, including network setup, office equipment purchase and maintenance;• As Guest Manager, served as first-point of contact and public face of the community;Ensured that all guests were treated with kindness, dignity and respect, and provided with welcoming hospitality.

Milwaukee, Wi

Taped and transcribed translation sessions, prepared correspondence, edited grant applications, and maintained a household for visiting scholars.