Strike the Balance: Integrating Business, Compliance & Ethics

Effective compliance and risk management leaders rely on their skills to build a sustainable culture of doing the right thing while collaboratively solving business challenges.

Strike the Balance: Integrating Business, Compliance & Ethics will help compliance and risk management professionals meet business challenges ethically, legally and sustainably. The program is also designed to benefit in-house and outside counsel, audit professionals, and outside advisors to organizations.

Compliance and Ethics

Using scenario-based learning, participants will effectively manage business interactions through strategic insights and partnerships, influential communication and effective change management. Participants will also be invited to apply concepts and tools related to their own compliance and risk management business challenges and to share learnings. The program will be taught by leading compliance and ethics officers and will include extensive peer-to-peer exchanges.

What to Expect

Each session will be highly interactive and practice-oriented, emphasizing role playing, scenario analysis and debriefs. Two case studies will be threaded through the sessions, providing realistic opportunities to develop and practice skills, as well as common fact sets to anchor discussion.

In Understanding the Strategic and Business Context for Compliance and Ethics Decisions, participants will apply multi-dimensional tools to think strategically about a business by taking an in-depth look at financial considerations, business model insight, competitive analysis, management and board perspectives. Strategic context, issue spotting and risk and business analysis will also be part of the discussion.

Participants will then move forward to Conducting Effective Compliance and Ethics Diligences and Designing Integration Strategies. In this session, individuals will discover and design compliance and ethics solutions that work for a business through active listening and questioning; defining key issues and differences, and identifying and aligning practices and interests.

Next will be Integration Planning – Processes, Procedures, People and More. This session will engage participants by thinking through the design and implementation of compliance and ethical solutions–processes, procedures, people, systems, leadership styles, rewards and data. This session will take an in-depth look at the challenges of accounting for different cultures, business practices, operating models and risk tolerance profiles.

Finally, Driving Cultural and Operational Change – the Role of Compliance and Ethics in Change Management is where participants will develop a change-management plan that accounts for the change implications for policies and procedures, process, investment, rewards, and culture that utilizes effective project management (steps, critical paths, measure, adjust and effective communication).

Program Dates, Times and Location

March 2, 2023 9:00 a.m. – 4:00 p.m.

Understanding the Strategic and Business Context for Compliance and Ethics Decisions

March 3, 2023 9:00 a.m. – 4:00 p.m.

Conducting Effective Compliance and Ethics Diligences and Designing Integration Strategies

March 16, 2023 9:00 a.m. – 4:00 p.m.

Integration Planning – Processes, Procedures, People and More

March 17, 2023 9:00 a.m. – 4:00 p.m.

Driving Cultural and Operational Change – the Role of Compliance and Ethics in Change Management

Program Location

All program sessions and events will take place at the Fox School of Business’ Center for Executive Education, 1810 Liacouras Walk, 5th floor, Philadelphia, PA 19122.


Michael Donnella
Michael Donnella

Michael Donnella, Practice Professor of Law Director; Center for Compliance and Ethics

Michael Donnella teaches Introduction to Compliance and Ethics and leads the Center for Compliance and Ethics. The Center is dedicated to improving the understanding and practice of compliance through innovative courses and educational programming, public-private sector dialogue, and academic research and thought leadership.

Prior to joining Temple Law, Michael Donnella was Corporate Compliance Officer at Murphy Oil Corporation, an Arkansas-based international oil & gas exploration and production company at which he established and led the Global Compliance and Ethics program.

He has previously served as Vice President, Chief Compliance Officer, and Assistant General Counsel of Wyeth Pharmaceuticals (now Pfizer) and as chief counsel in a number of Wyeth’s global divisions. Prior to Wyeth, he spent several years with AT&T, with assignments including state and federal regulatory, international commercial, and trade policy counseling. Michael began practicing law with Troutman Pepper in Atlanta.

He is a frequent speaker on compliance and ethics, global anti-corruption, and risk management. Michael is a graduate of Wesleyan University and the University of Chicago Law School. He is a member of the New Jersey, Pennsylvania, and Georgia Bars.


Steve Harris
Steve Harris

Steve Harris serves as senior vice president and chief Ethics and Compliance officer, leading Lincoln’s enterprise compliance team.

With Lincoln’s 2022 recognition as one of Ethisphere’s World’s Most Ethical Companies, Harris can share high-level perspective on building a top-notch ethics and compliance program that aligns across the company’s various businesses. He can also share the importance of partnering with middle management on ethics and compliance issues and how essential a central communication strategy is for ethics and compliance.  

Prior to joining Lincoln in 2017, Harris served as vice president and corporate chief compliance officer for The Hartford Financial Services Group, where he had also previously held a variety of senior roles within the company’s Employment Law unit. He began his career 30 years ago as an associate at several law firms in New York before moving to Wiggin and Dana LLP, where he started as an associate and went on to achieve partner status. He earned a J.D. from Hofstra University School of Law.

Charisse Lille
Charisse Lille

Charisse Ranielle Lillie is a businesswoman, attorney, lecturer and consultant to law firms, corporations and non- profits on issues of diversity, equity and inclusion, corporate social responsibility and corporate governance. She has served as the CEO of CRLCONSULTING LLC since retiring from Comcast Corporation in January of 2017. She joined Comcast after thirteen years (1992-2005) at Ballard Spahr, LLP, where she was a partner in the Litigation Department and served as Chair of The Litigation Department from 2002 to 2005. During her years at Comcast, she served in several roles, including Senior Vice President of Human Resources of Comcast Cable and Vice President of Human Resources of Comcast Corporation, and President of the Comcast Foundation and Vice President of Community Investment of Comcast Corporation. She was also actively involved in the diversity initiatives at Comcast and Ballard Spahr.

Ms. Lillie has extensive legal experience as a Trial Attorney in the U.S. Department of Justice, Civil Rights Division and as an Assistant U.S. Attorney in the E.D. PA. She is a former City Solicitor (City Attorney) of the City of Philadelphia and has served on many civic commissions. She is a former Professor of Law at Villanova University Charles Widger School of Law, where she taught Ethics, Civil Rights Legislation and Constitutional Law. She is a member of the Executive Leadership Council, The Pennsylvania Women's Forum, The Forum of Executive Women and Delta Sigma Theta Sorority, Inc. She is a Fellow of the College of Labor and Employment Lawyers, and a member of The American Law Institute.

Ms. Lillie is a member of the Boards of Directors of the Penn Mutual Life Insurance Company, PECO, an Exelon Company, and Independence Health Group, Inc., parent company of Independence Blue Cross and AmeriHealth Caritas. She also serves on the Regional Advisory Board of PNC Bank, PA/SNJ/DE and the corporate Advisory Board of KnectIQ, Inc. She also serves on the boards of The Franklin Institute Science Museum, and the Philadelphia Chapter of NACD. She is the chair of the Board of Governors of the Pyramid Club of Philadelphia. She is a former Board Member and Board Chairman of the Federal Reserve Bank of Philadelphia and a former board member of The United Way of Greater Philadelphia and Southern New Jersey. She is also the former chair of the American Bar Association Commission on Racial and Ethnic Diversity in the Legal Profession, and a former member of the Advisory Board of the Drexel University Thomas R. Kline School of Law. She currently serves on the Presidential Advisory Committee of the Federal Reserve Bank of Philadelphia. She served on the Howard University Board of Trustees from 2004 to 2016. She was honored by Savoy Magazine in its 2021 Most Influential Black Corporate Directors issue.

The Houston, Texas native received her B.A., cum laude, from Wesleyan University. She holds a J.D. from the Temple Beasley School of Law and an LL.M. from Yale Law School.

Tom Lin
Tom Lin

Tom C.W. Lin is the Jack E. Feinberg Chair Professor of Law at Temple University’s Beasley School of Law, and bestselling author of the acclaimed book, The Capitalist and the Activist.  He is also an Academic Fellow at George Washington University’s Center for Law, Economics & Finance.  His research and teaching expertise are in the areas of business organizations, corporate governance, and financial technology. Professor Lin and his scholarship has been published by numerous leading law journals, including California Law ReviewUCLA Law ReviewGeorge Washington Law ReviewNotre Dame Law ReviewBoston University Law ReviewMinnesota Law Review, and Emory Law Journal, among others.  His expertise has been featured in major media outlets like The Wall Street JournalThe Washington Post, Bloomberg NewsFortuneCNN, and The Financial Times. His research has also been cited and recognized by courts and regulators around the world.

Professor Lin is a past winner of the university-wide Lindback Award for Distinguished Teaching, the George P. Williams Memorial Award for Outstanding Professor of the Year, and the Richard J. Davis Ethics, Legal, Regulatory Insight Honorable Distinction Award given by the Investment Management Consultants Association.  He is also a past nominee for the American Law Institute’s Young Scholars Medal and the Eric R. Yamamoto Emerging Scholar Award. He was previously on the faculty of the University of Florida Levin College of Law.

Prior to entering academia, Professor Lin practiced law at the New York State Office of the Attorney General and Davis Polk & Wardwell in New York City. He holds a B.A., magna cum laude and Phi Beta Kappa, from New York University, and a J.D. from the University of Pennsylvania Law School, where he was an Arthur Littleton Fellow.

David Nash
David Nash

David C. Nash is Assistant Professor and Lead Faculty for Fox Management Consulting in the Fox School of Business at Temple University.

Mr. Nash is a principal and owner of D C Nash & Associates LLC., a business consulting and advisory practice, and is a principal and co-owner of Windridge Design, Inc., a successful branded women’s apparel manufacturing company.

Prior to that, Mr. Nash was Vice President of Strategy & Supply Chain and Vice President of Finance and Supply Chain for the Campbell Soup Away From Home businesses. In these positions he was responsible for the business strategy, finance, supply chain manufacturing and logistics operations and IT for this business unit which included the Campbell North American Foodservice, Pepperidge Farm Foodservice and Stockpot businesses.

Before joining Campbell’s, Mr. Nash held general management and functional leadership roles in finance, marketing, and business development in both the consumer packaged goods and global business to business sectors of the Scott Paper Company.

He holds a Master of Science degree in Operations Research from the Wharton School University of Pennsylvania, an MBA from the Johnson Graduate School of Management Cornell University and Bachelor of Science degree in Operations Research and Industrial Engineering from Cornell University College of Engineering.


Participants who complete Strike the Balance: Integrating Business, Compliance & Ethics will receive a Digital Badge of Completion from Temple University, suitable for adding to a resume and sharing via social media. The digital badge is an excellent way to showcase your active engagement in this professional development program.


The investment required to attend this four-day in-person program is $5,995 per registrant. An early registration price of $5,500 is available.

Additional discounts are available for companies sending groups of 4+ participants, Temple University alumna, and members of the Center for Compliance and Ethics Board of Advisors – contact us for more information.