*Acquired by Paylocity Corporation*Provide sophisticated legal counsel and transactional support to start-up financial technology company selling software as a service (SaaS) solution to global customer base.- Advise business units on, structure, draft, and negotiate variety of multi-year commercial customer sales, upsells, and renewals (inbound) and vendor (outbound) agreements including Master Service Agreements (MSAs) and Statements of Work (SOWs); SaaS and cloud subscription agreements; licensing agreements; End User License Agreements (EULAs); Data Protection Addenda (DPAs); terms of service and use; partnership and other strategic alliance agreements; confidentiality and non-disclosure agreements (NDAs); and other related business terms and conditions. - Partner cross-functionally with sales, finance, product, engineering, and operations teams to identify, investigate, and manage legal risk across a wide range of product, marketing, and business initiatives and ensure that contractual terms and internal processes are compliant with legal, regulatory, and organizational policies and risk preferences.- Manage the contract lifecycle for expiration, cancellation, termination, and renewal. - Establish contract management and documentation system and organizational workflow including creating and refining template agreements, playbooks, and internal processes to improve and support deal velocity and scale.- Advanced understanding of GDPR, CCPA, and other data privacy regulations.

The University of North Carolina at Chapel Hill | Southern New Hampshire University--Undergraduate courses: Business Law | Legal and Ethical Environment of Business.Graduate courses: Business Negotiation and Conflict Resolution | Legal Research and Writing | Law for Public Administration | Mediation for Public Managers.--- Provide instruction and educational support to students via online courses in undergraduate and graduate programs. - Develop and oversee content and communication initiatives including visual and oral presentations designed to support student retention, engagement, and education.- Actively promote student learning by utilizing leading-edge methodologies including Blackboard, Brightspace, Canvas, D2L, Sakai, online multi-media, and technical resources to create classroom presentations. - Successfully foster student interaction and in-class participation with culturally diverse students from 50 states.

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Provided transactional support and legal advice to technology software company selling on-prem, cloud, and SaaS solution to global enterprise customer base.- Drafted and negotiated variety of multi-year, multi-million-dollar commercial customer sales/renewals and vendor agreements including MSAs and SOWs; SaaS agreements; OEMs; EULAs; DPAs; terms of service and use; partnership, reseller, and other strategic alliance agreements; NDAs; marketing and sponsorship agreements; and other business contracts. - Liaised with stakeholders to oversee legal matters including HR, IP, litigation, compliance, and corporate activity.- Managed the overhaul of the contract documentation and management process including creating and refining standard form agreements, playbooks, and legal processes to mitigate risks and improve turnaround time.

Provided transactional support to wealth management technology firm providing integrated wealth management platform for family office and multi-family office.- Drafted, reviewed, and negotiated a wide range of complex commercial agreements relating to SaaS agreements, intellectual property, privacy, vendor/procurement agreements, sales/service agreements, and other technology-related terms and conditions.- Provided counsel and support to Chief Financial Officer regarding operations and complex legal matters including regulatory and statutory compliance.- Assisted with company’s risk management program including contract review and due diligence.

Provided sophisticated legal counsel and transactional support to organizational units at tier one public research university.- Advised organizational units on, drafted, negotiated, and administered life cycle of broad range of transactional documents including international and domestic agreements, independent contractor agreements, leases, licenses, service agreements, and purchase and supply agreements. - Anticipated and identified legal issues arising from institutional activities and counseled organizational units in order to develop legal strategies and solutions. - Conferred with and provided support to staff and administration on matters involving legal interpretation and decisions related to institutional initiatives and policy questions.- Performed complex work involving research, policy review and analysis, and evaluation of compliance with state and federal legal requirements.- Participated in state purchasing and procurement lifecycle from issuance of request documents to execution of final agreement.

Provided in-house legal and risk management services to leadership and team members of utility-scale solar provider on a variety of issues across all aspects of the organization.- Drafted and negotiated a range of commercial and customer contracts including framework agreements, master service agreements (MSAs), supplier and subcontractor agreements, confidentiality agreements, commercial real estate and leasing transactions, financing, and other terms and conditions.- Supported mergers and acquisitions and other strategic financial transactions including assisting organizational units with business-related legal questions and time-sensitive matters.- Worked collaboratively with organizational units to provide ongoing assessment of compliance and risk management practices and supported development of appropriate internal processes and policies.- Interpreted laws, rulings, and regulations to provide legal advice affecting organization including contracts, strategic and financial transactions, and federal and state compliance.- Reviewed, managed, and maintained contract templates and ensured legal documents consistently and accurately reflected organization’s business decisions.

Provided strategic advice to Investment Management Division on legal, policy, and compliance matters related to investments made by the $88 billion state pension plan.- Provided advice concerning the proper interpretation and application of constitutional provisions, statutes, regulations, case law, and risks involved in proposed courses of action.- Prepared and reviewed agreements and other transactional instruments including but not limited to commercial contracts, service agreements, and requests for proposals.- Reviewed and assessed current legal processes, structures, and procedures to identify areas of opportunity, recommending scope for improvement and implementing appropriate changes.- Assessed Division policies and procedures for compliance with federal government programs and assisted with the development and implementation of Division policies and procedures including writing internal policy and procedure manuals.

Served as managing attorney of Florida bankruptcy department in multi-state firm with over 600 active files representing over $100 million in distressed residential real estate.- Built department of up to ten including developing and implementing operational procedures and legal and business strategies and overseeing implementation enabling compliance with court and client imposed guidelines.- Directed team responsible for development and delivery of internal and external communications, including executive communications and templates for employee-client communications.- Effectively represented firm by preparing and delivering oral presentations at external business development sessions, including conferences and onsite client visits.- Served as client advocate by developing procedural and litigation strategy and best practices, managing and attending court appearances, and conducting effective needs assessments while serving as procedural subject matter expert.- Participated in mediations and settlement negotiations driving expedient consensus among competing stakeholders.- Led the collaboration in departmental transition to Georgia, creating standard operational procedures to drive 100% quality assurance and trained ten paralegals, three supervisors, and one attorney on Florida standards.

Advised and represented 19 of the 20 largest banking institutions, mortgage banks, and servicing companies within the field of bankruptcy law for one of the largest creditors’ rights firms in Florida.- Managed and supervised up to 28 staff members, handling large firm portfolio (>600 files) pertaining to the protection of secured creditors’ rights.- Led the communications strategy development for the department's intranet, including crafting and implementing effective engagement methodologies and holistic resource management.- Trained over 13 new attorney hires for substantive legal practice, departmental procedures, and cultural orientation.- Ensured 100% knowledge transfer and promoted judicial compliance by contributing to the development of the training and standard operational procedures manual.- Prepared pleadings and made courtroom appearances to preserve and protect creditors’ status primarily in Chapter 7 and 13 cases including handling contested matters.

Handled high-volume caseload within firm’s practices of plaintiff-side personal injury and workers’ compensation law. - Researched and drafted petitions, pleadings, and other related court documents for both state and administrative courts.- Conducted legal research including reviewing and preparing memoranda in order to advise clients on appropriate legal action.