Vicki Barbera v. Pearson Education, Inc.

906 F.3d 621
CourtCourt of Appeals for the Seventh Circuit
DecidedOctober 12, 2018
Docket18-1085
StatusPublished
Cited by149 cases

This text of 906 F.3d 621 (Vicki Barbera v. Pearson Education, Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Seventh Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Vicki Barbera v. Pearson Education, Inc., 906 F.3d 621 (7th Cir. 2018).

Opinion

Manion, Circuit Judge.

Vicki Barbera claims she did not get the same chance to resign with severance pay that three men got. She sued her former employer, Pearson Education, Inc. ("Pearson") for Title VII sex discrimination and other claims. She also says Pearson lost a key email exchange. The magistrate judge cured this by barring Pearson from disputing her description of it, but declined to grant further sanctions. The district court overruled Barbera's objection. Accepting her version of the missing emails, the district court granted summary judgment to Pearson because the proposed comparators were not similarly situated. They sought resignation with severance pay 1 before circumstances materially changed, but Barbera sought resignation with severance pay after they changed. Barbera appeals the district court's overruling her objection about the emails and granting Pearson summary judgment on the severance-pay discrimination claim. We affirm the district court.

I. Facts 2

A. Background

Pearson is an education publishing and assessment company. It employed Barbera from February 6, 1989, to February 29, 2016. Her last position was Manager of Business Analysis. Back in April 2007, Pearson issued a Severance Policy providing severance pay. Only employees involuntarily terminated without cause are eligible for severance pay ("No Voluntary Departure" clause). Thus, employees leaving voluntarily are ineligible. Also, if an employee is terminated as a result of a *624 sale, merger, "or any other transaction when [an] employee is offered employment by the purchaser or another employer in connection with the transaction," the employee is ineligible for severance pay ("Merger/Acquisition" clause).

In 2013, Pearson began to shift focus from physical to digital products. It saw a need to reduce its warehouses. Carving an exception to the Severance Policy, Pearson issued a Voluntary Separation Plan in 2013 ("2013 VSP"), offering severance pay to certain employees who left voluntarily. Eligible employees had a deadline to accept. Barbera was ineligible for the 2013 VSP because it did not apply to her department.

Pearson issued another VSP in 2014 ("2014 VSP"), with a narrow acceptance window: February 17-28, 2014. Barbera was eligible for the 2014 VSP, through which she could have voluntarily resigned and received severance pay. She considered it, but declined. Pearson did not offer another VSP in 2014 or 2015. All separations after the 2014 VSP fell under the Severance Policy, which states employees who leave voluntarily do not get severance pay and states employees terminated as a result of any transaction but offered employment by the purchaser or other employer do not get severance pay. But Barbera points to three men who voluntarily left outside the VSPs yet received severance pay.

In July 2014, Pearson issued a "Request for Proposal" to various entities, including R.R. Donnelley & Sons Company ("Donnelley"), seeking to outsource.

B. Proposed comparators seek and receive severance pay

In August 2014, Paul Zale (Director of Engineering) decided to leave Pearson. He approached his boss about leaving with severance pay and was offered it. He left Pearson on September 5, 2014. Pearson continued to pay him for 34 weeks.

In March 2015, Thomas Lukasik (Key Account Manager) spoke with Michael Nathanson (a Senior Vice President at Pearson) and asked about voluntarily separating from Pearson. Nathanson told Lukasik if he stayed until the end of a project he could leave Pearson. Pearson allowed Lukasik to leave voluntarily in June 2015 with six months of severance pay. Lukasik stated that when his employment with Pearson ended, "Pearson was looking to do another layer of budget reduction." (Lukasik Aff. ¶ 6, No. 1:16-cv-2533, DE 50-2 at 21.)

In April 2015, Tony Ramsey (Information Technology System Administrator) told Debbie Freeman (Pearson's Director of Human Resources) he wanted to leave and asked about severance pay. Pearson allowed him to resign voluntarily that month with 38 weeks of severance pay. Ramsey stated that when his employment with Pearson ended, "Pearson was looking for management-level employee reductions ...." (Ramsey Aff. ¶ 7, No. 1:16-cv-2533, DE 50-2 at 6.)

C. Transfer to Donnelley

During the summer of 2015, Pearson decided to transfer 3 its warehouses and *625 print services to Donnelley. By July 2015, Pearson gave Donnelley a list of employees at the warehouses so Donnelley could make placement decisions. In September 2015, before the formal announcement of the transaction, Mike Scheuring (Director of Supply Chain, Barbera's direct boss) told Barbera about it. He told her warehouse employees (including her) would be "rebadged" (stay on the job but transfer employment) to Donnelley on February 29, 2016. Pearson and Donnelley signed a contract on October 13, 2015. The effective date of the transfer was February 29, 2016.

D. Barbera seeks severance pay

"Sometime in the later part of 2015," Barbera verbally asked three people at Pearson if she could leave with severance pay. (Appellant Br. at 9.) She spoke with Freeman, Tim Martin (all management reported to Martin), and Scheuring. She "felt that she was given the runaround." ( Id. ) Each directed her to Nathanson. Barbera admitted she has no evidence she made these requests before September 2015, and she does not claim she made these requests before then.

Barbera asserts in her appellate brief that she asked repeatedly, "beginning in the later part of 2015," to leave with severance pay. (Appellant Br. at 9.) She echoes this by saying "[s]ometime in the later part of 2015" she approached several individuals about severance pay. ( Id. ) These statements in her brief, though not precise, are clearer than her deposition about timing: "And in fact, [Debbie Freeman is] the first one, later in the year, that I approached and asked if there would be any severance available." (Barbera Dep., 126:18-126:21, No. 1:16-cv-2533, DE 51 at 27.) Barbera provided more specificity about timing in her summary judgment response, as we see below.

In its summary judgment brief, Pearson stated: "Shortly after learning of the transaction in mid-September 2015, Ms. Barbera asked several individuals whether there was any possibility of voluntarily ending her employment with Pearson and receiving severance." (Pearson MSJ Br., No. 1:16-cv-2533, DE 52 at 10.) Barbera responded: "Defendant's Brief argues that Ms. Barbera made these requests 'shortly after learning of the transaction in mid-September, 2015.' However, there is no evidence in the record to indicate whether these requests were made before or after September, 2015." (Barbera MSJ Resp., No.

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

Related

Saleem v. Global Experience Specialists, Inc.
2025 IL App (1st) 230983-U (Appellate Court of Illinois, 2025)
Leonard v. Shulkin
N.D. Illinois, 2024
Gamble v. County Of Cook
N.D. Illinois, 2023
TONEY v. BROWN
S.D. Indiana, 2022
Jacinta Downing v. Abbott Laboratories
48 F.4th 793 (Seventh Circuit, 2022)
Lanahan v. County of Cook
N.D. Illinois, 2022
LANE v. MILLER
S.D. Indiana, 2021
Outley v. City Of Chicago
N.D. Illinois, 2021
SIMS v. INDA
S.D. Indiana, 2021

Cite This Page — Counsel Stack

Bluebook (online)
906 F.3d 621, Counsel Stack Legal Research, https://law.counselstack.com/opinion/vicki-barbera-v-pearson-education-inc-ca7-2018.