J.D. Sterner Email & Phone Number

Serves as legal counsel for entire supply chain organization (contracts, procurement, purchasing, facilities, and records management), and provides daily counsel and strategy support, review and negotiate a wide variety of contracts, manage vendor disputes to resolution, and lead corporate policy development efforts. Drafts, reviews, and negotiates a wide variety of contracts for equipment (including engineered and capital equipment), products (chemicals, industrial gases, technology), services (maintenance/repair, engineering, construction, professional services, temp staffing), real estate (office and warehouse lease and access), financial securities (ISDAs) and other related needs (logistics, cyber security, NDAs) to support power plant operations, and the corporate office. Collaborates with Calpine Information Security team to implement cybersecurity protections for Calpine’s technology systems (including compliance with NERC-CIP standards) and coordinates response to any security breaches or incidents. Lead cross-department teams to draft and review new and revise existing corporate policies and procedures related to signature and expenditure authority, vendor selection, and procurement. Presented proposed new and revised policies to executive team for approval, and managed implementation of approved new and revised policies. Develops and provides continuous training on contracting, legal compliance, and corporate policies to all levels of the organization. Oversees Calpine’s summer legal intern program.

Houston, Texas

Managed team with the responsibility of negotiating trading agreements relating to wholesale and retail energy matters involving natural gas, electricity, and crude oil. Effectively negotiated a broad array of master agreement types, including ISDA, NAESB, EEI and related collateral and commodity annexes. Negotiated supply, storage, trade, transportation (including pipeline) agreements along with guarantees, confirmations, and other agreements for the purchase and sale of energy commodities. Responsible for negotiating Incoming and Outgoing Guarantees and maintain their database. Negotiated commercial sales and procurement contracts for Calpine’s retail entities including employment, IT, marketing and procurement. Delivered consistency to all negotiation processes through the creation and maintenance of template agreements, negotiation manuals, and procedural guidelines

Houston, Texas Area

Negotiated agreements relating to midstream (wholesale) and retail energy matters involving natural gas, electricity, and crude oil on behalf of this Fortune 400 energy company. Effectively negotiated a broad array of master agreement types, including ISDA, NAESB, C&I, EEI and related collateral and commodity annexes. Negotiated supply, storage, trade, transportation (including pipeline) agreements along with guarantees, confirmations, and other agreements for the purchase and sale of energy commodities. Responsible for negotiating and maintenance of Corporate Parent Guarantees while also negotiating and maintain various supply chain vendor contracts including Service, IT, Marketing and all other company contracts related to Calpine retail entities. Delivered consistency to all negotiation processes through the creation and maintenance of template agreements, negotiation manuals, and procedural guidelines.

Serve as the legal support for this subsidiary of Munich Re, a Germany company with net income in excess of €51.6 billion. Address transaction matters including financial (such as weather transactions), and physical delivery of commodities, (such as purchase, supply, storage, and transportation). Negotiate industry master services agreements such as ISDA and NAESB, including commodity annexes as applicable. Assume a role in the compliance area with respect to KYC, AML, Dodd-Frank, EMIR matters. Develop policies and procedures to align with corporate compliance requirements. Provide support the Assistant Secretary in drafting incumbency certificates. Negotiate other business agreements such as outgoing guarantees, confidentiality, non-disclosure, IT contracts and any other documents to support the business and the office in general.

Houston, Texas Area

Negotiated agreements relating to midstream (wholesale) and downstream (wholesale and retail stations) energy matters involving crude oil, natural gas, and electricity on behalf of this Fortune 100 integrated energy company. Effectively negotiated a broad array of master agreement types, including ISDA, NAESB, LEAP, MNA, CMA, REC and EEI. Also, negotiated agreements which included a weather-related energy component. Negotiated supply, storage, trade, transportation (including pipeline) agreements. Collaborated in risk review analysis of RFPs and bespoke agreements. Delivered consistency to all negotiation processes through the introduction of template agreements, negotiation manuals, and procedural guidelines.

Houston, Texas Area

Provide support to an internationally known investment management firm with $165B in assets under management, serving as derivatives attorneys in the Houston Office. Negotiated trade agreements on behalf of counterparties that included corporations, mutual funds, and hedge funds. Negotiated agreement types for clients that included ISDA, repurchase agreements, securities lending agreements and confirmations.

Jacksonville, Florida Area

Provided support to attorneys serving low income residents in the Jacksonville area. Interviewed prospective clients to determine their issues and eligibility for services. Researched a variety of Federal Income Tax issues including audit reconsiderations and corporate structuring. Drafted petitions, briefs, and memos for the Federal Tax Court and the IRS.

San Marcos, Texas

Worked under the Assistant Athletic Director of Compliance in the day to day operations of NCAA Compliance. Researched and drafted waivers and violations reports to the NCAA. Prepared the end of year compliance review for the Athletic director while also creating educational materials for boosters, institutional staff, agents, and current and former athletes., and current and future athletes

Houston, Texas Area

• Assisted shareowners, financial advisors, and outside financial institutions with the maintenance of complex investments related to the stock exchange and over 50 Morgan Stanley Mutual Funds while providing education and real time customer service support.• Aided financial advisors and shareowners with tax information, cost basis analysis, and other fund information.

J.D., Law

Bba, Finance