Willis v. Cleco Corp.

927 F. Supp. 2d 372, 2013 WL 686493, 2013 U.S. Dist. LEXIS 25516
CourtDistrict Court, W.D. Louisiana
DecidedFebruary 22, 2013
DocketCivil Action No. 11-1705
StatusPublished
Cited by1 cases

This text of 927 F. Supp. 2d 372 (Willis v. Cleco Corp.) is published on Counsel Stack Legal Research, covering District Court, W.D. Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Willis v. Cleco Corp., 927 F. Supp. 2d 372, 2013 WL 686493, 2013 U.S. Dist. LEXIS 25516 (W.D. La. 2013).

Opinion

MEMORANDUM RULING

TOM STAGG, District Judge.

Before the court is the second motion for summary judgment filed by the defendant, Cleco Corporation (“Cleco”), seeking dismissal of all remaining claims alleged by the plaintiff, Vanda Willis (‘Willis”). See Record Document 119. Based on the following, Cleco’s second motion for summary judgment is GRANTED.

I. BACKGROUND1

Originally, Willis, along with twelve other current and former African-American employees of Cleco, brought an action against Cleco, alleging, inter alia, race discrimination and retaliation pursuant to Title VII of the Civil Rights Act of 1964, Section 1981 of the United States Code, [374]*374the Louisiana Employment Discrimination Law, and the Louisiana Commission on Human Rights. See Record Documents 1, 5 and 25. The court ruled on Cleco’s first motions for summary judgment as to all the plaintiffs, and the remaining causes of action were severed. See Record Document 115. Regarding the first motion for summary judgment as to the claims of Willis, the court dismissed her wrongful suspension claims with prejudice. See Record Document 106. Her state law failure to promote claims and her section 1981 failure to promote claim arising from 2004 were also dismissed with prejudice. Her Title VII claims were dismissed without prejudice. See id. The court now addresses Willis’s remaining section 1981 failure to promote claims arising from 2005 and 2007.

Beginning in May of 1998, Willis worked a temporary position at Cleco as a fuel accountant until September of 1998, when she obtained a permanent position as a rate analyst. See Record Document 119, Ex. A at 20-28. Her responsibilities included the fuel cost report, which determined the amount that Cleco actually paid for fuel in the operation of its power plants, as well as some accounting and monitoring of reports. She later became a credit representative in the Customer Revenue Department, which included the new responsibilities of handling credit complaints from customers and monitoring reports. The department later changed to the Department of Credit and Collections. Willis received a promotion within the department and assumed the title of Quality Assurance Coordinator. Her duties included credit reporting, collections, and creating policies and procedures. However, in April of 2005, the department underwent a reorganization and her position was eliminated. She received a salary cut and was demoted to a position as a Senior Credit Representative. Her duties remained virtually the same; however, she no longer possessed the responsibilities of a coordinator. See id.

In May and December of 2005, Cleco posted two openings for Financial Accountant positions. See id., Exs. B at 2 and B-2. The positions required the minimum qualification of a bachelor’s degree in a business-related field with Certified Public Accountants (“CPA”) and advanced degrees being preferred. See id., Ex. B-2. Duties consisted of, inter alia, preparing and filing SEC reports, assisting in the coordination of the overall accounting closing process, communicating the statuses of closings to the manager, participating in reasonableness and variance checks of financial numbers, performing a detailed analysis of financial information to ensure accuracy and consistency with regulatory filings, and preparing debt covenants.2 See id.

According to Rebekah Spring (“Spring”), Director of Employee Relations, Willis applied for the May position but did not apply for the December posi[375]*375tion. See id., Ex. B at 2. Willis asserts that she did submit an application for the December position. See Record Document 126, Declaration of Vanda Willis at ¶¶ 31 and 32. Scott Kelly, Lead Accountant, assumed the May position on October 22, 2005.3 See Record Document 119, Exs. B at 1 and B^h His past experience included, among other positions, Chief Financial Officer of Bunkie General Hospital, Financial Manager of Merrick Construction, Co., and an accountant for a CPA firm. See id., Ex. C. Lacy Blackmon was given the December position on January 24, 2006. She possessed a bachelors degree in accounting, had taken courses towards a masters in accounting, and worked as a tax accountant for her previous employer. According to Spring, Willis was not considered for the December position because she did not submit an application form for that position. See id., Ex. B at 2.

In 2007, Cleco posted openings for two Financial Accountant positions. See id. at 3. Christina McDowell (“McDowell”), Manager-Financial Accounting & Reporting, was responsible for filling these positions and met with Willis to discuss her accounting experience. Willis advised McDowell that she only had taken a few accounting classes. The position was offered to Amy Mabou, a Caucasian female, who possessed a bachelors degree in accounting and had three years prior experience with KPMG, LLP as a Senior Assurance Associate, where she was responsible for supervising audit staff. See id., Ex. D at 1-2. The second position was offered to Tonya Nash, an African-American female, who had been working in Accounting Services at Cleco since 2000, but she declined the offer. Subsequently, after reevaluating the need for the position, McDowell decided that there was enough staff to meet existing needs. See id.

Cleco also posted an opening for a Tax Accountant position in 2007. See id., Ex. B at 3. Duties and knowledge requirements included: collecting, analyzing, and summarizing financial information to meet income, franchise sales and use, and property tax reporting requirements; assisting in tax audits; an understanding of generally accepted accounting principles (“GAAP”); an understanding of federal, state, and local tax regulations; and registering various entities with secretaries of state and departments of revenue. See id., Ex. B-6. According to Spring, Willis did not apply for this position and only Scott Kelly applied. However, Willis states in her deposition she did apply and also states that a Caucasian female was promoted to the position. See id., Exs. A at 118-119 and B at 3. Contrary to Willis’s statement, however, evidence produced by Cleco shows that Scott Kelly was the one who received the promotion and not a Caucasian female.4 See id., Exs. B at 3 and B-9.

In October of 2007, Cleco posted an opening for an energy position. See id., Ex. B at 3. Duties included: verifying, confirming, and reconciling Front Office deals daily; communicating with counter parties on a weekly basis to complete sales/purchase checkouts; detecting, re[376]*376searching, and correcting errors in conformance with back office policies; and reconciling and valuing gas imbalances to pipeline imbalance statements monthly. See id., Ex. B-8. The position further required a bachelors or masters in accounting or a CPA. Cindy Perdue, Manager-Asset and Energy Accounting, promoted Kristi Ferguson to the position. Ferguson had been employed in the Accounting Services lines of business and had worked in various accounting roles previously while at Cleco. See id., Ex. E at 1-3.

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927 F. Supp. 2d 372, 2013 WL 686493, 2013 U.S. Dist. LEXIS 25516, Counsel Stack Legal Research, https://law.counselstack.com/opinion/willis-v-cleco-corp-lawd-2013.