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Outsourcing 2016: ITO, BPO and Cloud


Speaker(s): Brad L. Peterson, David M. Ross, Douglas G. Smith, George Kimball, Gregg I. Goldman, Janis M. Meyer, John F. Delaney, Jon Lightman, Liz Grennan, Lynn Lugo, Michael S. Mensik, Peter R. George, Peter Sanborn, Rebecca S. Eisner, William A. Tanenbaum
Recorded on: Nov. 3, 2016
PLI Program #: 145874

Primary Areas of Practice: Sourcing Advisory

Law School/Graduate School: University of the West of England, Bristol

Work History:

Mr. Lightman heads up ISG's Life Sciences practice.  He advises ISG clients on all aspects of the services lifecycle from initial strategy through design and build of governance organizations.  As a qualified English attorney he initially focused on the transactional activities and still maintains deep SME knowledge relating to structuring and negotiation of contracts.  His experience includes over 50 ISG engagements whose scope comprised ITO, BPO, FSO and KPO elements and has also assisted clients in developing enterprise vendor management functions, in many cases on a global basis.  He has supported clients in over 10 countries and is based in New York City.


Brad Peterson is a co-chair of PLI’s outsourcing program in Chicago leads the Technology Transactions practice at Mayer Brown.  His practice focuses on outsourcing, data, digital services, and software transactions.

Brad has been ranked as a Band 1 individual for several years in both Chambers Global (Global – US Outsourcing category) and Chambers USA (Illinois Technology and the National Outsourcing categories) (“the gold standard of legal advisers on IT outsourcing and contracts”).  Best Lawyers named Brad as the Information Technology Law "Lawyer of the Year" for Chicago" for 2017.   Legal 500 has for several years named Brad as a Leading Lawyer ("singled out for praise“).

Brad earned an MBA from the University of Chicago Graduate School of Business and a JD from Harvard Law School. Prior to law school, he worked for years as a computer programmer and an IBM Marketing Representative.


George Kimball is a member of the outsourcing and technology practice at Wiggin and Dana LLP.

Before joining his present firm, he was an Associate General Counsel at HP, where his responsibilities included negotiation of major outsourcing engagements; teaching, training and practice tools for HP lawyers, sales executives and account executives; and legal support for cloud and security businesses.

Earlier in his career, he spent more than 30 years in private practice in California, including partnerships at Latham & Watkins, Arnold & Porter, Baker & McKenzie and a Los Angeles technology boutique, Kimball & Weiner LLP.

Since the early 1990s, he has advised clients concerning contracts to outsource information technology and business processes in a wide range of industries. He is author of Outsourcing Agreements: A Practical Guide (Oxford 2010). He has been ranked as a leading outsourcing lawyer by Chambers Global, Chambers USA and Legal 500.

A native of Southern California and resident of Ann Arbor, Michigan, George is a graduate of UCLA, University College London and the University of Michigan Law School, where he teaches as an adjunct lecturer. He is a member of the Bar in California, Michigan and New York and has been admitted to practice before the US Supreme Court.


Janis Meyer is a partner at Hinshaw & Culbertson LLP where she focuses her practice on professional responsibility, risk management and professional liability law, with particular emphasis on attorneys and law firms. Having served as the general counsel of a global firm, Ms. Meyer is familiar with a broad spectrum of professional liability, human resource, and other risk management issues arising in law firms. During her career, Ms. Meyer has also represented and advised clients in a variety of industries, including banking, financial products and insurance.

Professional Background

Prior to joining Hinshaw & Culbertson in January 2015, Ms. Meyer was a partner and the General Counsel of Dewey & LeBoeuf and its predecessor, Dewey Ballantine. She was also a member of the two-person wind-down committee that oversaw Dewey & LeBoeuf's bankruptcy filing in 2012 and the subsequent wind-down of the firm.

Ms. Meyer is a Special Professor of Law at The Maurice A. Deane School of Law at Hofstra University where she teaches "The Nuts & Bolts of Lawyering" and Legal Ethics. Ms. Meyer clerked for the Honorable George C. Pratt in the United States District Court for the Eastern District of New York and the United States Court of Appeals for the Second Circuit.

Professional Affiliations

  • Law360, Legal Ethics Editorial Advisory Board, 2016, 2017
  • New York City Bar Association, Professional Ethics Committee (2014-present)
  • New York City Bar Association, Committee on Recruitment and Retention of Lawyers (1993-2011), Chair (2007-2011)

Ms. Meyer has written numerous articles and is a frequent speaker at bar association and industry conferences on issues of professional responsibility, law firm risk management, diversity, women in the law, and the role of law firm general counsel.


Rebecca Eisner is a member of the Global Management Committee for the firm and previously served as a member of the Global Partnership Board and as Partner-in-Charge of the Chicago office.  She has over 25 years of experience representing clients in hundreds of matters in three main areas: outsourcing, emerging technologies, and data privacy and security.

In outsourcing, Rebecca has represented clients in many industries in complex global technology and business process outsourcing transactions of all types. She also has experience with re-structuring and re-negotiating outsourcing transactions, in-sourcing, managing acquisitions and divestitures in outsourcing transactions, and termination of outsourcing arrangements, and other strategic sourcing relationships. In emerging technologies, Rebecca has advised clients negotiating with emerging technology providers on private and public cloud SaaS, PaaS and IaaS agreements and on appropriate regulatory, risk management, privacy, data protection, data use and analytics and licensing terms for cloud contracts. She has also represented clients in data acquisition and data analytics agreements. In traditional technology transactions, Rebecca has extensive experience in software development, robotic process automation and artificial intelligence agreements, database licensing and use agreements, ERP implementations, systems integrations, hosting and data center agreements and hardware acquisition and maintenance agreements. In security and data privacy, Rebecca regularly advises clients in global data transfers and privacy issues, privacy assessments, privacy compliance, and appropriate security and privacy measures in supply chain and third party contracting. She also advises on e-commerce issues, such as electronic contracting and signatures, and web site design and review. Rebecca is recognized as one of the leading lawyers in the outsourcing field by Chambers Global (“1” ranking in Outsourcing), Chambers USA (“1” ranking in “Nationwide: Outsourcing” and “Illinois: Technology & IT Outsourcing”) and Legal 500 (recognized in “Technology Outsourcing”). Best Lawyers named Rebecca as its Chicago Technology Lawyer of the Year for 2015. Profiles in Diversity Journal have named her a “Woman Worth Watching”.


John Delaney advises clients ranging from startups to FORTUNE 500 companies on licensing, intellectual property and technology-related matters. John’s experience includes negotiating complex IT and business process outsourcing contracts and service level agreements, joint ventures, software and content development agreements and licenses and similar transactions. John routinely advises clients on matters relating to social media, mobile apps, cloud computing, AI, big data analytics, smart contracts, blockchain and other emerging technologies. 

John also assists clients in identifying online liability issues and developing risk-reduction strategies, including in connection with data scraping, online marketing campaigns, user-generated content, voice platforms and interactive products and services.   

In the media space, John has extensive experience with the licensing of music, TV, film and other content for transmitting, streaming or downloading through traditional distribution channels and online platforms. 

In the social media space, John is highly knowledgeable of the rapidly evolving law of social media, social influencers and interactive marketing. He drafts and helps implement social media policies and guidelines, advises on compliance with the Digital Millennium Copyright Act (DMCA) and Communications Decency Act (CDA) safe harbors, and assists with online tracking and issues in connection with corporate blogs, third-party social media platforms and mobile applications.

John is a frequent author, blogger and lecturer on technology and intellectual property law developments.


Mr. George practices international commercial law and regularly advises clients, both on the buyer and supplier side, on domestic and multi-jurisdictional sourcing and supply transactions, and complex business services transactions involving procurement, human resources, finance and accounting and engineering services. Mr. George is a recognized leader in the areas of outsourcing, system design and implementation, licensing, cloud contracting, robotic process automation, Internet of Things and other disruptive technologies. He regularly advises clients on the issues these technologies raise, both domestically and from a global perspective. Mr. George also helps clients manage the complex intellectual property and data rights issues that these technologies raise.

Practice focus

Mr. George advises clients in the areas of cross-border and domestic sourcing and supply transactions, data and technology transfers and licensing transactions.

Representative clients, cases or matters

SaaS Agreements - Represented technology services provider with respect to international structure and drafting of template cloud contracting and storage services agreements.

Cloud Computing - Represented Fortune 50 medical products and pharmaceutical distribution company with respect to template SaaS contracts and playbook for reviewing and negotiating third party service provider contracts for cloud based solutions.

System Procurement and Implementation - Represented chemical company with respect to procurement and implementation of global enterprise resource planning system, including structuring pricing and liquidated damages provisions to align incentives of provider and client.

Digital Platform - Advised global energy company on regulatory compliance, privacy, security and contractual issues related to digital supply chain platform.

Education

Northwestern University School of Law (J.D., cum laude) (1997)

University of Michigan (B.A.) (1992)

Admission

Illinois~United States (1997)


William A. Tanenbaum is an IP, technology, data and cybersecurity lawyer and the Co-Chair of the Health Care Technology & Innovation Group in the New York office of the AmLaw 100 firm Polsinelli  PC.  Bill is highly ranked by Chambers, Legal500 and Who’s Who Legal in IT & Outsourcing in the U.S. and internationally.   He was named as “Lawyer of the Year” in IT in New York by US News & World Report;  as one of 6 U.S. lawyers in Best Data Lawyers, Who’s Who Legal: Data 2018;  as one of the Top 5 IT lawyers in the country by Who’s Who Legal; and as one as one of the World’s 300 Leading IP Strategists.  

Those legal ranking researchers find that “he has expertise in technology transactions that puts him at the very top tier of the market [and] he is a font of knowledge on creating new IT structures and has strong litigation experience;  that he has “formidable expertise in cybersecurity and data licensing and is considered one of the leading names in the domestic market;” and that he “brings extremely high integrity, a deep intellect, fearlessness and a practical, real-world mindset to every problem.”   Bill is a graduate of Brown University (Phi Beta Kappa) and Cornell Law School and the Bob Bondurant School of High Performance Driving.      


DAVID M. ROSS is an assistant general counsel with the Intellectual Property and Global Technology Unit of the General Corporate Law Section at MetLife.  David’s responsibilities focus on global strategic IT issues including intercompany platform development and integration, IT security and cybersecurity, IT policies and standards, business and technology process migration, and telecommunications matters.  He also has extensive experience in negotiating complex third-party outsourcing agreements, as well as software licenses, data licenses, and other forms of vendor agreements.

He has been on the faculty of the Practicing Law Institute in prior years, was the founding chair of the Committee on Telecommunications Law of the Association of the Bar of the City of New York and also served as the Association’s Administrative Law Committee chair.

Prior to MetLife, David had various legal positions at Lehman Brothers, Guardian Life, Kramer, Levin and Fried, Frank.

David received his B.A. from the University of Illinois, an M.A. in political philosophy from McGill University in Montreal, Canada, and his J.D. from the NYU School of Law.


Doug Smith is a partner in the Chicago office of Kirkland & Ellis LLP.  He has litigated cases at both the trial and appellate stage in state and federal courts throughout the country, including commercial, mass tort, product liability, securities, bankruptcy, environmental, and intellectual property cases.


Elizabeth L. Grennan is Associate General Counsel at McKinsey & Company, where her practice focuses on intellectual property, data, and technology transactions. Liz’s past experience includes serving as General Counsel to several data analytics companies, as well as serving as Associate in two large, international law firms. Liz has broad operational experience, having led cross-functional teams in the information technology, software solutions, financial services, legal and media industries through inorganic and organic growth while maintaining a disciplined approach to risk management.  Her legal experience spans corporate governance, technology sales and licensing, IP protection, data privacy and cyber security, AML, and compliance. She also has extensive experience leading legal, HR, internal audit, compliance, information security, risk management, and facilities functions.


Lynn Lugo is a Senior Corporate Attorney with QuintilesIMS, a leading integrated information and technology-enabled healthcare provider with approximately 50,000 employees conducting worldwide operations in more than 100 countries. 

Lynn joined QuintilesIMS in 2010 and is the lead technology transactions Attorney heading up the company’s global technology transactions practice providing support to corporate functions and commercial teams across the globe. She works with executives in support of strategic initiatives involving technology transactions and manages all legal aspects of technology transactions with providers, vendors and strategic partners.

Prior to joining QuintilesIMS, Lynn practiced with several top national law firms including Morgan Lewis and Dewey & LeBoeuf. She received her B.A. in Political, Legal and Economic Analysis from Mills College and a J.D. from the University of California, Berkeley School of Law (Boalt Hall), where she was an Editor for the Berkeley Technology Law Journal.  Lynn is licensed in NJ and FL and is a member of the ABA.

Lynn speaks Spanish, Russian, German and French, and served in the US Army, Military Intelligence Corps.


Michael Mensik is a partner with Baker & McKenzie LLP and a founding member of the firm’s Global Information Technology/Communications Law practice. Ranked as a leading Technology and Outsourcing attorney by Chambers, Mr. Mensik is described as “an expert in a variety of topics and knows the best person in every office around the world for your situation.” In 2009, he was inducted into the International Association of Outsourcing Professionals’ “Outsourcing Hall of Fame.”

Mr. Mensik was born in Buenos Aires, Argentina, and resided in Rio de Janeiro, Brazil, until 1964. He attended Stanford University (B.A., Economics, with distinction, 1976) and the University of California at Berkeley, Boalt Hall (J.D. and M.A., Economics, 1980). While a student, Mr. Mensik attended Pontificia Universidad Católica del Per? in Lima, Peru. He spent several years working at the firm's Madrid office in the 1980's. He is admitted to practice law in Illinois.


Pete Sanborn is Senior Counsel at Travelers, where he advises on various outsourcing and technology-related legal issues, as well as structuring and negotiating outsourcing, technology, data/content licensing, marketing and other types of deals.  In addition to traditional outsourcing and technology deals, Pete’s practice includes advising clients on emerging technologies including drones, artificial intelligence, robotic process automation and big data analytics.  Prior to joining Travelers’ Contracts and Technology Legal group, Pete was an attorney in Foley & Lardner’s Technology Transactions and Outsourcing Group, where his practice focused on IT and outsourcing transactions, information and data security practices, national and international privacy issues, mobile computing, and other technology-focused legal issues.  Pete was also an associate at Holland & Knight’s Intellectual Property group, where he handled a mix of information technology-related transactions and patent litigation. Pete graduated with a bachelor’s degree from Tufts University and a J.D. from Suffolk University School of Law.


Gregg is currently the Global Head of Regulatory Relations, Compliance & Legal in Group Sourcing at UBS AG.  Previously, he was the Global Head of Outsourcing Legal, as well as the Americas regional lead for Data Management, Privacy, and IP litigation,  and served as the head of legal for UBS's captive service center in Nashville. Prior to joining UBS, Gregg practiced in the Patent and Litigation groups at Proskauer Rose in NY.  Gregg holds a B.S. in Electrical Engineering and Applied Mathematics from the University of Buffalo, and a J.D. from the George Washington University.  He is admitted to practice in NY and TN, and is registered to practice before the U.S. Patent & Trademark Office.