Edwards v. Reuters (Tax & Accounting) Inc.

CourtDistrict Court, S.D. New York
DecidedMarch 14, 2022
Docket1:19-cv-00093
StatusUnknown

This text of Edwards v. Reuters (Tax & Accounting) Inc. (Edwards v. Reuters (Tax & Accounting) Inc.) is published on Counsel Stack Legal Research, covering District Court, S.D. New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Edwards v. Reuters (Tax & Accounting) Inc., (S.D.N.Y. 2022).

Opinion

UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF NEW YORK

MICHELLE EDWARDS,

Plaintiff,

v. OPINION AND ORDER

THOMSON REUTERS (TAX & ACCOUNTING) 19 Civ. 93 (ER) INC.,

Defendant.

Ramos, D.J.: Michelle Edwards brings this action against Thomson Reuters Inc. (“Defendant”), asserting gender and racial discrimination claims under the Equal Pay Act (“EPA”) and 42 U.S.C. § 1981, as well as a § 1981 retaliation claim. On September 17, 2019, Defendant moved to dismiss the discrimination claims, Doc. 30, and on May 5, 2020, the Court granted Defendant’s motion. Doc. 35. All that remains is Edwards’ § 1981 retaliation claim. Defendant now moves for summary judgment pursuant to Federal Rule of Civil Procedure 56. Doc. 53. For the reasons discussed below, the motion is GRANTED. I. FACTUAL AND PROCEDURAL BACKGROUND1 From February 2011 to January 2018, Edwards—who is a Black woman—was employed by Defendant’s Tax & Accounting Department in Hoboken, New Jersey. Doc. 1 at 2. Edwards began her employment as an Account Manager—an entry-level sales position. Doc. 55 (Def.’s 56.1) ¶ 5. In February 2014, Edwards began meeting with Marco Colacito, her Human Resources Business Partner (“HRBP”), to discuss career options, as she was interested in taking

1 These facts are undisputed, unless otherwise noted. on additional responsibilities, including those outside of sales. Id. ¶ 10. Over the next several months, Colacito met with Edwards multiple times and assisted her in her search for other opportunities. Id. ¶ 12. In May 2014, Defendant created a new role, “Associate Program Manager” as part of its recently-developed “Sales Associate Program,” and hired Edwards for

the role. Id. ¶ 13, 16. In offering her the role, hiring manager Thomas Warren explained that the compensation structure for this new job differed from that of a sales representative. Id. ¶ 17. In particular, Warren explained that Edwards would no longer be eligible to earn commissions. Id. Instead, she would receive a base annual salary of $75,000 and be eligible to participate in Defendant’s annual bonus plan—the Annual Incentive Plan (“AIP”). Id. Warren further explained that despite the increase to her annual base salary, Edwards’ overall earnings in her new role likely would be less than the amount she earned as a sales

representative. Id. ¶ 18. In light of this, Warren gave Edwards the option to complete 2014 as a sales representative—earning commission—and create and manage the Associate Program at the same time. Id. In the alternative, Edwards was offered the opportunity to begin working on the Associate Program immediately, at the new annual salary of $75,000, and begin participating in the AIP. Id. Because she wanted to make more money, Edwards chose to take on both roles: to

manage and develop the Associate Program while at the same time earning commissions on her sales for the 2014 year. Id. ¶ 19. As a result, although Edwards was hired for the Associate Program Manager role in May 2014, her official job title changed on January 1, 2015, at which point she began participating in the AIP. Id. The AIP provides eligible employees with an opportunity to earn incentive pay based on eligible earnings and subject to Thomson Reuters’ financial performance and a participant’s own performance. Id. ¶ 44. Under the AIP, an employee’s bonus pay is called an “Award Payout.” Id. ¶ 45. The AIP provides that a participant will not be eligible for an Award Payout if that participant resigns or voluntarily terminates employment on or prior to March 1 of the year following the close of the participant’s performance period. Id. ¶ 47. In other words, to be

eligible to receive a bonus for a certain year, an employee must remain employed through March 1 of the following year. Id. ¶¶ 47, 48. As Associate Program Manager, Edwards was primarily responsible for overseeing the Associate Program, including recruiting and building her own team and developing a curriculum to train and educate her team of sales associates on Defendant’s different tax and accounting products, so that they could ultimately become regular sales representatives. Id. ¶¶ 20, 21, 22.

In 2015, Edwards told Colacito, Warren, and Chris Gherardi, who was her HRBP at the time, that she was unsatisfied with her level of compensation. Id. ¶ 61. Edwards also spoke with Renee Kaspar, who was at the time Vice President of Human Resources, about her desire to make more money. Id. Edwards explained that she made approximately $20,000 less as an Associate Program Manager than what she made previously in her non-managerial sales role. Id. ¶ 62. But Edwards was told that because the Associate Program was a brand-new program, Defendant had to gauge its performance and success before making any changes to

compensation. Id. ¶ 63. Edwards’ gross pay in 2015 was $91,748.58. Id. ¶ 50. As part of her total compensation, she received a $11,224.25 bonus under the AIP. Id. Consistent with the terms of the AIP, Edwards received the bonus in March of the following year—on March 11, 2016. Id. In 2016, Defendant needed help recruiting a large number of sales representatives across the tax and accounting business, and Edwards was tasked with recruiting candidates for the various roles. Id. ¶ 64. As a result of this, in September 2016, Edwards received a $6,500 referral bonus for her efforts in successfully recruiting two candidates. Id. Edwards also

received a $7,894.34 bonus under the AIP. Id. ¶ 51. Edwards received her 2016 bonus in March of the following year, on March 10, 2017. Id. Also in 2016, the Associates Program expanded to include a professional services program, and, as a result, Edwards’ responsibilities increased as she was charged with recruiting, training, and managing associates for two different programs. Id. ¶ 29. That year, Edwards approached her manager, Adam Kupperman, and requested a promotion. Id. ¶¶ 23, 24, 34. Kupperman was receptive to Edwards’ request and advocated for her; as a result, she was

promoted to Senior Manager of Sales Development on July 2, 2017. Id. ¶ 35. Edwards received a salary increase to $90,570.26. Id. ¶ 53. In 2017, the Associates Program was converted into a full-time sales development program—previously, it had been part-time summer internship program—and the sales associates who had been retained as part-time interns transitioned into full-time employees known as Sales Development Associates (“SDAs”). Id. ¶¶ 25, 65. The SDAs were entitled to a

base salary as well as a small fee for every lead they generated (a lead is an opportunity to make a future sale; that sale is then handled by a regular sales representative). Id. ¶¶ 65, 66. Edwards, as manager of the SDAs, wanted to earn a fee for each lead as well; in other words, Edwards felt she should be on a sales incentive plan as opposed to the AIP. Id. ¶ 67. But, because she did not manage sales representatives—the SDAs only generated leads—she was ineligible to participate in a commission plan. Id. ¶ 69. Edwards alleges that in March 2017, she complained to Kaspar that she suspected she was paid less than certain of her white male coworkers. Doc. 20 ¶ 21. Specifically, Edwards alleges she complained to Kaspar that similarly-situated white male coworkers had been receiving larger base salaries and larger bonuses for substantially similar work. Id. Edwards

alleges Kaspar told her she would “look into it.” Id. ¶ 22. Edwards again met with Kaspar in July 2017 to complain—upon information and belief—that she was paid less than her white male coworkers, many of them junior to her.2 Id. ¶¶ 20, 23.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

McDonnell Douglas Corp. v. Green
411 U.S. 792 (Supreme Court, 1973)
Anderson v. Liberty Lobby, Inc.
477 U.S. 242 (Supreme Court, 1986)
Oncale v. Sundowner Offshore Services, Inc.
523 U.S. 75 (Supreme Court, 1998)
Brod v. Omya, Inc.
653 F.3d 156 (Second Circuit, 2011)
Elizabeth Gordon v. New York City Board of Education
232 F.3d 111 (Second Circuit, 2000)
Charlina Williams v. R.H. Donnelley, Corp.
368 F.3d 123 (Second Circuit, 2004)
SCR Joint Venture L.P. v. Warshawsky
559 F.3d 133 (Second Circuit, 2009)
Jaramillo v. Weyerhaeuser Co.
536 F.3d 140 (Second Circuit, 2008)
Cronin v. ITT CORPORATION
737 F. Supp. 224 (S.D. New York, 1990)
Krasner v. HSH NORDBANK AG
680 F. Supp. 2d 502 (S.D. New York, 2010)

Cite This Page — Counsel Stack

Bluebook (online)
Edwards v. Reuters (Tax & Accounting) Inc., Counsel Stack Legal Research, https://law.counselstack.com/opinion/edwards-v-reuters-tax-accounting-inc-nysd-2022.