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Outsourcing 2020: Innovation and Disruption


Speaker(s): Adam Aft, Andrea S. Pipkin, Brad L. Peterson, David M. Ross, George Kimball, James R. Ferguson, Janis M. Meyer, John F. Delaney, Lei Shen, Michael Hatfield, Peter R. George, Robert M. Finkel, Sarvesh Mahajan, William A. Tanenbaum
Recorded on: Oct. 28, 2020
PLI Program #: 277984

Adam Aft helps global companies navigate the complex issues regarding intellectual property, data, and technology in M&A and technology transactions. He is the lead in Chicago for the Firm’s Technology, Media, and Telecom industry group. Adam also served as a law clerk to the Honorable Leslie H. Southwick of the US Court of Appeals for the Fifth Circuit and the Honorable Theresa L. Springmann of the US District Court for the Northern District of Indiana.

Adam advises clients on transformational activities, including the intellectual property, data and data privacy, and technology aspects of mergers and acquisitions, joint ventures, back office transformations, new product and service initiatives, and new trends driving business such as data monetization and artificial intelligence.

Adam also represents clients in structuring and drafting technology and software license agreements, telecommunication agreements, cloud agreements, supply chain agreements, outsourcing agreements, and other agreements involving data, intellectual property, and technology.


Brad Peterson is a co-chair of PLI’s outsourcing program in Chicago and 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.


James R. Ferguson focuses his practice on intellectual property, complex commercial litigation, and domestic and international arbitration. He also conducts domestic and international investigations for multi-national corporations. He has been lead trial counsel in patent, trademark, trade secret, license disputes, and breach of contract cases in federal courts and domestic and international arbitral tribunals.

A Fellow of the American College of Trial Lawyers, Jim has also been lead trial counsel in a wide range of other commercial and white-collar criminal litigation, including antitrust, securities, FCPA and tax cases. He has tried more than 50 cases to verdict or judgment and argued more than 40 appeals in federal courts, including the Federal Circuit.

In Chambers, Jim has been described as a "phenomenal" lawyer whose "high energy" practice "includes IP and white-collar criminal defense" (Chambers USA). In similar publications, he has been described as "dynamic," "incredibly impressive," an "exceptional attorney," a "real expert in the patent litigation field" and an "extraordinarily hardworking guy" with "sophisticated contentious expertise." (Legal 500; IAM 250; IAM Patent 1000). Jim is listed in Chambers' America's Leading Lawyers for Business (Litigation) (2005-present), Legal 500 (2007-present), The Best Lawyers in America (2006-present), Corporate Counsel's Top Lawyers (Bet-the-Company, Commercial and White Collar Criminal Litigation), and Leading Lawyers Network.

Jim is also listed as a "Band One" patent litigator in life sciences by IAM Life Sciences (2011-present), and he was selected by IAM 250 for inclusion in "The World’s Leading Patent Litigators" (2011) and IAM Patent 1000 (2012-present).

Jim is a member of the ICC Commission on Intellectual Property and the US Council for International Business Intellectual Property Committee. He is also a Lecturer in Law at the University of Chicago Law School and an Adjunct Professor at the Northwestern University School of Law and Northwestern University Feinberg School of Medicine. Jim is a registered neutral with AAA, CPR, the International Chamber of Commerce (United States), the World Intellectual Property Organization, and the Stockholm Chamber of Commerce.

Education

Northwestern University School of Law, JD Law Review - Articles Editor, Clerkship - Honorable William J Bauer, US Court of Appeals for the Seventh Circuit

Indiana University, BA Phi Beta Kappa


Janis Meyer is a partner at Clyde and Co. 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 Clyde & Co, Ms. Meyer was a Partner at Hinshaw & Culbertson. 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.


Lei Shen is a partner in the Cybersecurity & Data Privacy and Technology Transactions practices in Mayer Brown’s Chicago office. Lei advises clients regarding a wide range of global data privacy and security issues. She advises companies on navigating and complying with state, federal, and international privacy regulations, including with regard to global data transfers, data breach notification, the EU General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA), the Children’s Online Privacy Protection Act (COPPA), CAN-SPAM, and more. She also advises on e-commerce issues, such as electronic contracting and signatures, and on issues concerning mobile privacy and emerging technologies, such as telematics services, Internet of Things, and big data.

Lei has extensive experience working with companies across many industries to develop privacy statements, terms of use, privacy policies and playbooks, and other internal and external policies and procedures to comply with privacy laws. She regularly negotiates data privacy and security provisions in vendor agreements. Lei has passed the Certified Information Privacy Professional/United States (CIPP/US) certification exam offered by the International Association of Privacy Professionals (IAPP).

Lei was named to Global Data Review’s “40 Under 40” list for top data lawyers from around the world.


A Senior Manager at Deloitte, Andrea has more than 32 years of delivery and consulting experience, of which 20 years of her career were in outsourcing operations and Global Business Services.  She’s highly experienced in all aspects of transforming and operating on-shore and offshore service delivery locations, and has many years of experience in BPO contracting and negotiations.  Prior to Deloitte, Andrea held related positions at Accenture, Hewitt Associates, Universal Studios and Motorola.  She is a graduate of Nova Southeastern University and the University of Miami.


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)


Robert Finkel is a partner in the Corporate Practice Group, the Chair of the firm’s Outsourcing Practice and a member of the FinTech Group. Mr. Finkel has more 30 years of experience in private practice representing leading international corporations and financial institutions in complex commercial transactions with a particular focus on technology and outsourcing. Over the course of his career, he has represented clients in more than 100 major outsourcing transactions, across a wide variety of industries and types of transactions.

Mr. Finkel is consistently recognized by Chambers USA: America's Leading Lawyers for Business for his nationwide outsourcing and New York technology and outsourcing practices, and we was recognized as a "Leading Lawyer" in media, technology and telecoms outsourcing by The Legal 500 United States in 2019 and 2020. He was also named to the inaugural Legal 500 US Hall of Fame list in 2017. Mr. Finkel is widely regarded by outside observers as being one of the leaders in the profession.

Mr. Finkel has published on a broad range of corporate, outsourcing and technology issues in such publications as the M&A Lawyer, the Computer Lawyer, Cyberspace Lawyer, the Journal of Internet Law, Intellectual Property Today, E-Commerce Adviser, Global eCommerce, Director's Monthly and the National Law Journal, among others.

Mr. Finkel received a BA from the University of Pennsylvania, MA from Columbia and JD from Stanford University.

Mr. Finkel is a recent member of the Stanford Law School Board of Visitors. He is an adjunct professor at New York Law School, where for the past several years he has instructed an advanced seminar course on Corporate Governance. Prior to attending law school, Mr. Finkel served as an aide to the late United States Senator from New York, Daniel Patrick Moynihan.


William A. Tanenbaum is ranked in top tiers by Chambers: America’s Leading Lawyers for Business and in its Global Edition, Who's Who Legal, and Best Lawyers in America in technology, outsourcing, IP, AI and Data Law and recognized for his strength in healthcare technology.  He works closely with clients to bring actionable, industry-informed solutions to their business needs.

Bill has “expertise in technology transactions that puts him at the very top of the market” (Who's Who Legal) and "his technology approach and understanding of healthcare - his domain expertise - is a winning combination.” (Chambers)  According to Chambers, Bill “brings extremely high integrity, a deep intellect, fearlessness and a practical, real-world mindset to every problem.”  Bill is recognized as one of the “leading names” in AI and as a “go-to expert [on] data.” (Who's Who Legal/Global Data Review)  He was named as the “Lawyer of the Year” in IT in New York in 2013 by US News & World Report and one of the Top 30 IT lawyers in the U.S. (Best of the Best/Expert Legal Guide), and as one of the “IAM Strategy 300 - The World's Leading IP Strategists,” as an “IP Star” and as a “Life Sciences Star.” (Managing IP; LMG Life Sciences) Bill was President of the International Technology Association and is the Contributing Editor of the International Comparative Legal Guide to Digital Health 2020

Chambers also finds that Bill has a “solid national reputation,” “is a “prominent figure in technology and outsourcing,” “provides savvy representation,” and “uses his expertise to help [clients] successfully navigate negotiations.”  Bill also “has strong litigation experience” with patent victories in the Court of Appeals for the Federal Circuit (Who's Who Legal).  He was appointed by peer review to the “List of the World’s Leading Neutrals [Arbitrators]” and is Board Member of the Silicon Valley Arbitration and Mediation Center.  He is also a past Vice President of the Society for Information Management, an  industry CIO association (New York Chapter). 

Prior to joining Moses & Singer, Bill was the Chair of IP and Technology Transactions at a Wall Street firm, a partner in an international IP firm, and the Practice Co-Chair of Healthcare Technology Transactions at an Am Law 100 firm. 

 

 


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.


Michael Hatfield, Jr.  Formerly Chief Counsel, Global Business Services, Mondelez International, Michael managed the Global Business Services group within MDLZ Corporate & Legal Affairs that provides strategic counsel and legal support for the Global Integrated Supply Chain organization (which includes manufacturing, customer service & logistics, procurement, integrated lean six sigma, and other related functions) as well as Mondelez Business Services (the global shared services organization).  Michael previously worked for Kimberly-Clark Corporation (managing brand and patent lawyers for the Adult/Feminine Care brand team and providing counsel to the North American Sales and Global Procurement organizations) and Banta Corporation, which is now part of RR Donnelley, (as counsel to the Supply Chain Management sector).  He began his career as an environmental lawyer with Quarles & Brady LLP and Reinhart Boerner Van Duren s.c.


Sarvesh Mahajan is an attorney in Wiggin and Dana's Technology and Outsourcing Group in the firm's New York office. Sarvesh advises a broad range of clients on the negotiation, drafting and implementation of technology and commercial agreements, including outsourcing, software licenses and services, and cloud-based offerings. He has particular experience assisting clients in all stages of information technology and business process outsourcing transactions, advising them on structuring or responding to requests for proposals, drafting and negotiating contracts, and managing and implementing complex, global outsourcing arrangements. Sarvesh also advises clients on intellectual property and data privacy matters.

Prior to joining Wiggin and Dana, Sarvesh served as counsel for a large public university providing online higher education programs and for a multinational information technology services company. He advised senior managers on commercial matters and intellectual property issues. Sarvesh also served as an attorney-advisor in the U.S. Department of Commerce.

Sarvesh received his Master of Laws and Juris Doctor degrees from George Washington University, where he was a member of the Public Contract Law Journal. He earned a Bachelor of Arts degree, cum laude, from the University of Pennsylvania.