Treaty Oak ELG Capability Statement

Overview

Treaty Oak ELG was founded in 2013 by Natalie Lynch, who has decades of experience performing workplace investigations. The firm’s scope of services includes workplace/employee/Title VII/HR investigations, entity formations, policy reviews, employment handbooks, organizational development, employment and executive coaching, and defending clients before federal and state agencies and courts. The firm works with clients to analyze and construct policies that reduce unintended consequences while encouraging operational efficiency and harmony in the workplace. The firm primarily serves employers and also supports other general transactional needs of its 1,000+ clients. Among them, approximately 5 are public sector, 6 have over 5,000 employees, and 2 earn more than $5 million in annual revenue. Treaty Oak ELG’s plans for growth will continue expanding the firm in the employment, employee empowerment, transactional business, and litigation arenas.

Authorized Negotiator:

Natalie Lynch is the Authorized Negotiator for all aspects of client contracts.

Natalie Lynch

4408 Spicewood Springs Road

Austin, TX 78750

512.298.2346

Legal Name and Address:

The legal name of the organization is Treaty Oak ELG, PLLC

Branch Office:

There is no branch office.

Entity Type:

Treaty Oak ELG is and operates as a Professional Limited Liability Company incorporated in Texas and licensed to operate in Texas, Colorado, and Wyoming.

Company Description :

Treaty Oak ELG is a small company with 5 employees and two contractors. Their employees are highly qualified in organizational structure and development, employment agreements and contracts, and performing workplace investigations to help minimize business and employment risk factors. Their investigative and reporting protocols are consistent, thorough, documented, and highly regarded by employers and investigators alike.

In addition, the firm is situated to defend clients in litigation matters and position them to achieve the most favorable outcome in underlying disputes. They support employers across all manner of cases, including discrimination, harassment, retaliation, whistleblowers, wage and hour claims? disputes?, breach of fiduciary duty, non-compete agreements, and breach of contract.

Employee Qualifications:

Natalie Lynch, Attorney, AWI-CH: Natalie Lynch possesses broad exposure to the dynamics between work functions leading to accurate and successful business formation, employment law and workplace discrimination matters, contracts, and employment litigation avoidance. She approaches workplace investigations with a deep understanding of the interplay between various work functions and political motivations as well as a legal analysis of policy and claim elements.

Ms. Lynch is authorized to conduct investigations in Texas because she is a licensed attorney. She is qualified by experience and industry credentialing with the Association of Workplace Investigators. Ms. Lynch has conducted policy, harassment, discrimination, hostile work environment, and fraud investigations in union, non-union, civil, policing, fire, governmental, automotive, health care, railroad, policing, firefighting, corporate board, agency governance, mental health hospitals, VA medical and residential facilities, call center, industrial, corporate, restaurant, and not for profit environments.

Bar Admissions

Colorado Bar Association
Texas State Bar Association
Wyoming State Bar Association

Education

South Texas College of Law, JD
Sturm College of Law, University of Denver
Texas A&M University, BA in International Studies
Universidad de Granada, Foreign Alumna
Professional Associations & Memberships
FEMA and CERT, certified
Dispute Mediation Center, credentialed
College of the State Bar of Texas, member
Association of Workplace Investigators, a credentialed member
Society for Human Resource Management, member

Key Staff

Brian Levy, Attorney: Brian Levy is a labor and employment attorney specializing in litigation. His litigation experience includes representing employees and employers in single, multi-plaintiff, and collective action disputes before state and federal trial courts, appellate courts, and administrative agencies. Always keen to avoid costly court cases, when possible, Mr. Levy represents clients in various alternative dispute resolution methods, including mediation and arbitration. He represents employees in employment discrimination, wrongful discharge, breach of contract, non-compete agreements, and wage and hour disputes.

Bar Admissions

Supreme Court of Texas
United States District Court for the South District of Texas
United States District Court for the Western District of Texas
Education
University of Texas, BS in Communication Studies and Specialization in Corporate Communication
University of Houston Law Center, JD

Lindsey Lee, PhD: As a working Industrial Psychologist, Dr. Lee is a Senior Consultant specializing in employee management through indicated evidence-based solutions including corporate investigation, employee education and training, and organizational development strategies. Specifically, she has extensive experience conducting workplace investigations covering a range of organizational challenges, including EEO and Title VII concerns, workplace violence, theft, substance abuse, and fraud. Dr. Lee is adept at applying Treaty Oak ELG’s tried-and-true process of investigation and guiding clients based on investigative findings.

Dr. Lee is authorized to conduct investigations in Texas because she works at the investigative direction of Ms. Lynch. She is qualified by education and the experience of hundreds of investigations and thousands of interviews. Dr. Lee has conducted policy, harassment, discrimination, hostile work environment, and fraud investigations in union, policing, non-union, civil, governmental, publishing, automotive, health care, industrial, call center, corporate, restaurant, and not-for-profit environments. Her broad experience also includes project management and curriculum development for employee learning programs, including traditional classroom training, live online webinars, and asynchronous eLearning. She expertly evaluates needs to describe and develop targeted solutions to ensure clients receive top return on investment.

Dr. Lee holds a Ph.D. and M.S. in Industrial/Organizational Psychology, an M.A. in Forensic Psychology, and a B.S. in Experimental Psychology. She is a member of and frequent speaker for the Society for Industrial and Organizational Psychology. Dr. Lee has authored multiple publications in prominent academic journals, including the International Journal of Management and Decision Making and The Industrial-Organizational Psychologist.

Helen Ross Petty: Ms. Petty is a management consultant with over 20 years of experience in strategic planning, project management, program development, and continuous quality improvement. Her key specialties include operations and personnel management, education and oversight, and policies and procedures development to increase revenues, control costs, optimize organizational efficiencies, and build highly effective teams for organizations.

Ms. Petty is a recognized expert in outcomes measurement, program design and evaluation, budget development, and program grant administration. She has presented extensively at national conferences on employee recruitment and retention, community impact, and social and recreational programming in the healthcare space.

Company Mission:

Enabling strategic momentum to our client community by practicing with fierce elegance.

Treaty Oak ELG’s objectives are entirely focused on using legal standards and industry best practices to provide accurate and successful business formation, employment law, workplace discrimination matters, contracts, and employment litigation avoidance.

Financial Resources:

Treaty Oak ELG’s resources are primarily in its people. Although the firm has a fully functioning and dedicated office environment, it is modest and reflective of both individual and client needs for nimbleness. The firm dedicates more to the technological and communications needs of its workforce than to unnecessary aesthetics or square footage. Operating in a particularly lean fashion within a conservative and highly regulated industry, Treaty Oak ELG is financially stable.

Organizational Stability:

The organization is particularly stable in that its employees are at the peak of their careers and all business generating efforts, such as responding to RFQs or marketing, and are aligned with the documented interests of those staff members. The professional members of the team are asked annually to report the types of work on which they desire to focus as well as any educational opportunities in those arenas and plans for obtaining more of that type of work. Ms. Lynch and Dr. Lee desire to continue their focus on workplace investigations, while Mr. Levy desires to grow the firm’s capabilities to support employers’ litigation needs.

Dedicated Resources:

Ms. Lynch is ultimately responsible for all work produced by Treaty Oak ELG and will be involved in each and every client contract. As needed, Treaty Oak ELG can reallocate current workloads and possibly hiring of additional staff based on the volume of work provided to clients. Those growth strategies are even now mapped out as are the internal and external training opportunities that will be afforded to reallocated or additional staff.

Industry and Unique Knowledge:

Treaty Oak ELG’s professionals have worked extensively within government and quasigovernment organizations, and Fortune 500 companies. Additionally, Ms. Lynch is qualified to conduct investigations in Texas in accordance with Attorney General Opinion No. GA-0275, which clarifies that only attorneys licensed in Texas, professionals supervised by Attorneys licensed in Texas, and Texas licensed Private Investigators can conduct workplace investigations in Texas. She and Dr. Lee both exceed the minimum criteria promoted by the Association of Workplace Investigators in that they are familiar with the laws, best practices, and risks posed during a workplace investigation. They have extensive experience working within all the common provisions afforded involved parties represented by unions. Their experience conducting successful investigations also includes environments that present threats of violence, mental and emotional instability or trauma, police investigations, hostile or non-compliant witnesses, union or legal representatives, and complicated bureaucracy.

Ms. Lynch and Dr. Lee are the only consulting investigators in central Texas credentialed to perform workplace investigations through the preeminent Association of Workplace Investigators.

Recent/Proposed Changes in Organizations Management/Ownership:

As the managing attorney, Natalie Lynch is the sole member of Treaty Oak ELG. Nevertheless, Dr. Lee has a strong and respected proprietary interest in the organization’s non-legal lines of work, such as cultural and training matters, while Mr. Levy has a strong and respected proprietary interest in litigation matters.