Jodi Philipson Stone Email & Phone Number

Peachtree Corners, Ga

Atlanta, Ga

Drafted, reviewed, and edited a wide variety of contracts in support of Delta's Supply Chain Organization.

Greater Atlanta Area

Governance / ESG· Contributed to research for, and drafting of, McKesson’s proxy statement.· Researched shareholder priorities and prior voting behavior to determine vote projections. · Distilled key points from shareholders’ proxy voting guidelines, voting history, and proxy statements.· Reported on proxy advisory firms’ (ISS and Glass Lewis) proxy analyses and voting recommendations.· Tracked shareholder proposals for McKesson and its competitors.· Performed peer benchmarking research on shareholder proposals.· Researched governance trends (i.e., gender diversity, special meeting, board transparency).· Utilized ISS’ governance analytics platform (N-PX data) and Ipreo for voting and data analytics.· Attended and reported on annual meeting of a competitor to monitor shareholder activist activity. · Handled special project utilizing GEMS.Shareholder Outreach and Engagement· Developed and executed shareholder outreach and engagement strategy.· Maintained investor contact list and tracked incoming inquiries from investors.· Created detailed investor profiles including voting history and key highlights/takeaways from each engagement.· Drafted talking points in preparation for investor meetings and key takeaways post-engagement.· Highlighted commitments made during each engagement to ensure fulfillment.· Contributed to drafting of PowerPoint presentations to the C-suite and Board of Directors.· Managed logistics for investor roadshows.

Greater Atlanta Area

Drafted, reviewed, and edited a variety of contracts.

Alpharetta, Ga

DRAFTING • Drafted multi-million dollar licensing and technology agreements.• Provided recommendations and alternative solutions to internal businesses based on varying degrees of risk.• Analyzed amendment business cases for financial impact and cohesiveness.• Engaged with internal stakeholders to ensure that revenue was appropriately recognized and business practices and policies adhered to.TRAINING AND MENTORING• Trained internal clients on key legal and process issues.• Coached and mentored colleagues on processes, drafting questions, and negotiation points. BUSINESS PROCESS IMPROVEMENT (Lean Six Sigma)• Drove process improvement projects and cross-functional process design and workflow. Supported a variety of initiatives including the development, fine-tuning, and revision of policies and processes.

Alpharetta, Ga

· Managed a team of eight Contract Specialists.· Directed Specialists’ workloads and managed prioritizations and escalations as necessary.· Conducted weekly team meetings.· Drove annual performance management requirements. Coached Specialists in the development and monitoring of goals & objectives aligned with the business. Performed performance reviews and addressed performance issues.· Worked closely with senior sales leadership regarding sales funnel and contracting needs.

Alpharetta, Ga

Negotiated and drafted technology agreements.

Atlanta, Ga

Acted as liaison to i2’s Board of Directors, attended board meetings, and prepared minutes and resolutions.

Hapeville, Ga

Regulatory / Compliance· Managed international outside legal counsel.· Handled requirements to establish and maintain Delta’s corporate presence in foreign countries.· Obtained and maintained Delta’s worldwide operating authority.· Drafted and maintained Delta’s powers of attorney worldwide.· Built an Access database to track worldwide powers of attorney.· Created a comprehensive guide to establish flight operations to a new country.International Consumer Claims· Solely responsible for handling Delta’s international consumer claims.· Created Excel database to track all related expenditures including amounts claimed, settlement/judgment amounts, and attorneys’ fees.

Bs, Liberal Arts

Certificate, Paralegal Studies