Jerry Carlson Email and Phone Number

Provide general legal advice and transactional services, including contract review. Practice is focused primarily on commercial/contractual matters but has also included some advisement on matters involving employment/labor law, family law, and HIPAA/BAA-related issues. Representative matters include advising CTO of a medical practice in connection with a Microsoft SAM license review/audit; and advising web developers on issues of copyright, licensing, and liability.

First of only 2 in-house attorneys in the legal department providing legal advice and counsel for a $1 billion public company (NYSE: CGX) having 5,200 employees and 70 domestic and foreign operating companies. Reported to EVP–CFO for 3 years, then to VP–Senior Legal Counsel. Apprised senior corporate and operating company officers (including the CEO, CFO, CTO/CIO, EVPs, VPs, and Presidents of operating companies) of legal issues regarding transactions, contracts, commercial disputes, litigation, and industry and regulatory environments and changes.CGX was acquired by R. R. Donnelley & Sons Company (NASDAQ: RRD) in January 2014.

Primary in-house legal advisor to senior IT management. Apprised CIO, EVP–Operations, Asst. Treasurer, and IT Directors of legal issues regarding contracts, licensing, national sales account and operating company sales contracts, and other industry and regulatory environments affecting IT operations (e.g., SOX, GLBA, HIPAA, FRCP, CAN-SPAM).• Performed general legal review of all contracts, NDAs, proposals, SOWs, SLAs, and RFPs involving corporate IT.• Assisted web solutions development team, national sales account team, and operating companies in building RFP responses and reviewing and negotiating contracts.• Responded to customer security audit inquiries.• Departmental liaison with internal & external SOX/SAS70 auditors.• Assisted in the redesign and implementation of new corporate IT audit controls, including drafting replacement Policy and Procedure documentation.

Responsible for litigation docket of up to 30+ concurrent client matters with amounts in controversy ranging from $10,000 to $1.75 million. Handled all aspects of case management from client signup through trial. Drafted all pleadings, discovery, motions, and briefs; conducted depositions. Year 1 docket generally was a high-volume collections practice in state court on behalf of a large national insurance company. Years 2+ docket was a heavy motion practice in federal court, representing individuals in disputes under ERISA plans (disability and health insurance, pensions and retirement plans), plus contract disputes and a small transactional docket that included drafting opinion letters concerning ERISA, HIPAA, and Internal Revenue Code issues; drafting ERISA plan documents; corporate formations; researching state and federal tax issues; contract review; and probate hearings.As a Network Administrator: Responsible for administration (configuration, deployment, troubleshooting, and maintenance) of all office PCs, printers, and copiers. Assisted outside vendor with administration of file server, Exchange Server, and web server. Instituted desktop search solutions, electronic case filing and document imaging procedures, and collaborative email public folder reorganization.

Responsible for all top-level planning, procurement, configuration, deployment, and maintenance of all enterprise computer hardware and software systems, including LAN and Internet communications, and for training staff in the use of same. Apprise CEO of various legal issues related to software licenses, contracts, premises liability, commercial insurance, human resources, and property management. Managed compliance with all software licenses. Reorganized enterprise data management for HIPAA compliance. Created the company Internet and intranet web sites. Designed and implemented the data coordination center. Developed customized software applications for clients and for internal use, written in VB, VBA, SPSS, QDS, and other application-specific languages. Responsible for creating, maintaining, and managing all enterprise databases and data tables. Supervised data management staff and computer programmers. Oversaw final operations, including decommission of network, relocation of data stores, and liquidation of computer assets.As a Research Assistant: Assisted in all aspects of manuscript preparation, including background research, applied research, writing, and editing manuscripts for publication and grant proposals. Co-authored 11 publications in peer-reviewed scientific journals (see list of publications, infra). Performed statistical and other data analysis.