Kellesha C. Email & Phone Number

Toronto, Ontario, Canada

Counsel in Osler’s Technology Practice group. Advanced experience advising emerging and high growth companies at varied stages of development on all aspects of the sales life cycle. Drafting and negotiating technology agreements including SaaS agreements, software license agreements, mobile terms of use, terms of service, data licensing agreements, referral agreements, reseller agreements, teaming agreements, collaboration agreements and API licensing agreements. Executing and delivering on the strategic objectives of the practice. Exploring opportunities to improve practice management and gain efficiencies by leveraging people, process and technology. Supervising junior lawyers to ensure quality assurance of the service offering to startups. Developing or refining tools, including templates and streamlining the legal review process to improve ROI. Managing financials and tracking of practice client estimates, budgets and project resource allocation.

Toronto, Ontario, Canada

Team Lead in Osler’s Technology Group. Advising emerging and high growth startup companies at varied stages of development on all aspects of the sales life cycle. Drafting and negotiating technology agreements including SaaS agreements, mobile terms of use, terms of service, data licensing agreements, referral agreements, reseller agreements and API licensing agreements. Executing and delivering on the strategic objectives of the practice. Exploring opportunities to improve practice management and gain efficiencies by leveraging people, process and technology. Supervising junior lawyers to ensure quality assurance of the service offering to startups. Developing or refining tools, including templates and streamlining the legal review process to improve ROI. Managing financials and tracking of practice client estimates, budgets and project resource allocation.

199 Bay Street, Toronto, On

Provided legal advice and support to the CIBC Technology, Infrastructure, Innovation and Procurement teams. Worked closely with these business groups, negotiating high end, complex agreements and provided strategic advice to solve challenging problems, addressing risk and protecting the interests of the bank. Legal advisor to the business teams facilitating successful negotiations of outsourcing, data licensing, software licensing, IT systems development and procurement and SaaS agreements. Liaised and managed engagement with risk stakeholders including audit, business continuity and disaster recovery, information security, privacy and insurance risk as part of the third party risks management requirements for procurement contracting. Supervised and instructed external counsel managing budgets for legal matters. Supported Legal mandate on strategic projects including resolution planning.

Toronto, Ontario, Canada

Lead negotiator of prime brokerage services agreements; systems interconnect agreements; introducing broker carrier broker agreements; normal course issuer bids and other securities related contracts.

Financial District, Downtown, Toronto

Managed a team of 7 Senior Contract Specialist and Contract Specialist (comprised primarily foreign trained lawyers) whose primary responsibility is to review, draft; negotiate and assist to finalize third party supplier technology and corporate sourcing contracts that are not assigned to the Legal Department to ensure compliance with legal or regulatory requirements and CIBC Policy. Supported on strategic template projects including template review to meet CASL requirements.

Barbados

-Provided legal and advisory support to FirstCaribbean International Bank Limited’s Barbados; Trinidad and Tobago; Curacao and Cayman Islands operating subsidiaries (operating in 14 territories) including advising of banking law issues.-Provided legal support to the Sourcing and Supply Management Department assisting to draft; review and negotiate technology and corporate contracts including negotiating simple or complex ASP agreements, software license agreements and other varied types of technology and also corporate contracts including statements of works with third party consultants creating custom deliverables for the Bank ensuring that contracts executed were aligned with CIBC FirstCaribbean International Bank’s policies and regulatory outsourcing guidelines as required.-Provided legal support to the Compliance, Regulatory Affairs Teams and various business lines and provide advice on regulatory changes of AML/CFT legislations and regulations, as it relates to the KYC, politically exposed persons, enhanced due diligence, assessment of unusual transaction, suspicious transaction reporting, monitoring and other regulatory reporting. -Provided corporate secretarial support to the CIBC FirstCaribbean International Bank Barbados Subsidiaries Boards of Directors, responsible for all company secretarial functions including: Organizing, preparing agendas for, and taking minutes of board meetings; Monitoring changes in the business legislative and regulatory environment; Provided advice to colleagues and senior managers on administrative matters.

Bachelor Of Laws (Ll.B.) And Bachelors Of Science, Law

Osgoodepd-Certificate, Negotiating And Drafting It Agreements

Certificate Of Legal Education, Law