Stephanie Streicher

Experience

• 

  Franklin Templeton

  Mar 2006 - now

  As a Legal Analyst and Board Meeting Specialist, I am responsible for preparing and distributing meeting materials for the US Templeton Funds Board and the Joint Board meetings consisting of the US Franklin Funds, US Templeton Funds, and the US New Jersey / Alternative Strategies Funds' common agenda items. I work independently and collaboratively with various stakeholders, including company staff, management, outside counsel, and service providers, to collect, review, and compile reports into electronic formats. I use the Diligent Boards portal platform to create and maintain electronic materials. Acting as the Diligent Boards Administrator, I am responsible for requesting new user accounts, communicating directly with users to provide technical support and training to the team, management and board members. I ensure that the materials are designed and distributed according to the permissions and preferences of the recipients. As the team's technology expert, I keep myself updated on the latest technology trends and innovations, and lead the charge to bring new ideas to the team to improve the efficiency and quality of the work. Key Responsibilities• Created and maintain 2 complex tracking files for regular and special board agenda items and follow-ups. • Establish and maintain a process for the Board meeting cycles, including detailed instructions to cross-train team members• Co-Lead the US board team’s standups 2 times a week, and keep track of timelines and progress of the projects• Provide on-site support for the board meetings, and assist with any technical or logistical issues• Draft and review agendas, minutes, and memos for the board meetings.• Distribute and recordkeep service provider contracts for the US Templeton Funds• Prepare Power of Attorneys, Written Consents, Secretary and Officer Certificates, and Contract Amendments• Provide support as needed to attorneys in the legal departments of Fort Lauderdale, New York and San Mateo Show less Work independently and with a team to collect reports from all levels of company staff and management, as well outside counsel and service providers, monitor and participate in the review process, and compile them into both paper and electronic versions of meeting materials for the US Templeton Funds, their various committees and the Joint Boards of Trustees/Directors of the Franklin, Templeton and New Jersey / Alternative Strategies Funds while under hard deadlines. Produce smaller productions in-house, and for larger productions, developed and maintain a relationship with a local vendor while working closely and directing the construction of the hard copy materials. Expertly design electronic materials using the Nasdaq Boardvantage board portal platform, taking into consideration permissions of the recipient list. Established and maintain a process for the Board meeting cycles including detailed instructions to cross-train team members. Department point person for technology in general and company expert in Nasdaq Boardvantage. Continue education to enhance knowledge in technology, stay ahead of the curve and lead the charge to bring new ideas to the team.Other responsibilities include: leading the local team's weekly standups to keep timelines on target and ensure completion. Providing on-site support for the board meetings. Drafting and reviewing agendas, minutes, and contract amendments. Being a major contributor to the US Board team's weekly status meetings. Reviewing, distributing and recordkeeping of contracts and meeting materials. Preparing Power of Attorneys, Written Consents, Secretary and Officer Certificates. Verifying vendor invoices and fulfilling internal client requests for documents. Reviewing periodically and annually Boardvantage users. Providing support as needed to attorneys in the legal departments of Fort Lauderdale and San Mateo. Show less Work independently and with a team to collect reports from all levels of company staff and management, as well outside counsel and service providers, monitor and participate in the review process, and compile them into both paper and electronic versions of meeting materials for the US Templeton Funds, their various committees and the Joint Boards of Trustees/Directors of the Franklin, Templeton and New Jersey / Alternative Strategies Funds while under hard deadlines. Produce smaller productions in-house, and for larger productions, developed and maintain a relationship with a local vendor while working closely and directing the construction of the hard copy materials. Expertly design electronic materials using the Nasdaq Boardvantage board portal platform, taking into consideration permissions of the recipient list. Established and maintain a process for the Board meeting cycles including detailed instructions to cross-train team members. Department point person for technology in general and company expert in Nasdaq Boardvantage. Continue education to enhance knowledge in technology, stay ahead of the curve and lead the charge to bring new ideas to the team. Other responsibilities include: leading the local team's weekly standups to keep timelines on target and ensure completion. Providing on-site support for the board meetings. Drafting and reviewing agendas, minutes, and contract amendments. Being a major contributor to the US Board team's weekly status meetings. Reviewing, distributing and recordkeeping of contracts and meeting materials. Preparing Power of Attorneys, Written Consents, Secretary and Officer Certificates. Verifying vendor invoices and fulfilling internal client requests for documents. Reviewing periodically and annually Boardvantage users. Providing support as needed to attorneys in the legal departments of Fort Lauderdale and San Mateo. Show less Worked independently to prepare and distribute both paper and electronic materials to the Fiduciary Trust International of the South Board of Directors. Team member responsible for production and distribution of both paper and electronic materials to the Templeton Funds Board of Directors and Trustees. Worked with vendors and web based programs to complete projects in a timely manner. Acted independently as a contract manager for separately managed institutional accounts and 3(c)11 commingled trusts including maintaining and reorganizing paper and electronic files and corporate records. Provided support to attorneys in the Legal Departments of Fort Lauderdale, New York, and San Mateo. Routinely drafted correspondence to internal and external clients. Performed other non-routine projects as assigned, including preparation of special reports. Continued education to enhance knowledge of the company and industry. Show less Provided administrative support to the proxy voting team, attorneys and paralegals in the Legal Department. Worked independently as a contract manager for separate accounts and commingled trusts. Prepared and distributed reports to a 13 member Board of Directors with minimal supervision. Drafted correspondence. Handled a variety of non-routine projects as assigned, including preparation of special reports, reorganizing and maintaining the separate accounts and 3(c)11 commingled trust files as well as researching client files and securities for proxy. Acted as a liaison between the Legal Department and EDR designers during and after the transition from iManage to EDR. Continued education to enhance knowledge of the company and industry. Show less Provided administrative support to the legal department proxy voting team including providing research on companies and securities for proxy voting. Acted as a liaison between the legal department and designers during and after the transition to a new online document repository. Provided the portfolio administration department with tasks such as daily and weekly reporting, filing, and providing customer service.Provided the Human Resources Department with administrative support, worked closely with high level Mangers and placement agencies to place temporary employees. Handled confidential employee files, conducted new employee orientation, background checks, and assisted with interviews. Show less

  • Legal Analyst

    Jan 2024 - now

  • Senior Paralegal

    Nov 2020 - Dec 2023

  • Paralegal

    Oct 2012 - Nov 2020

  • Paralegal

    Nov 2008 - Oct 2012

  • Administrative Assistant

    Jun 2006 - Nov 2008

  • Temporary Position (Various)

    Mar 2006 - Jun 2006