In Brief: A Digest of Data Privacy & Cybersecurity Projects

Client Success

Developed records retention schedules, file plans, and information management policies for an $83 billion asset management and financial planning firm, and for a financial services and national bank holding company with $33 billion in managed assets.
Represented clients in health information data breaches involving thousands of patients’ medical records. Advised clients on appropriate responses and best practices to protect patient data.
Developed legal hold processes for organizations in the energy, retail, and manufacturing industries.
Developed and validated records retention schedules for multistate power and gas utilities and pipelines.
Provided information management training to over 900 corporate personnel at a professional services company.
Drafted medical staff bylaws, rules, and regulations, including HIPAA-compliant policies and procedures.
Developed records retention schedules and advised on records retention and information management policies, procedures, and implementation for a Fortune 100 pharmacy benefits management company.
Advised regarding legacy data remediation for a regulated public utility.
Performed HIPAA Security Rule risk assessments for covered entities and business associates, including Long Term Care facilities and Third Party Administrators.
Validated records retention schedules for hospitals and health systems, pharmaceutical and biotechnology companies, pharmacy benefit management companies, and medical equipment manufacturers.
Delivered processes and presented training on compliant records management and disposal for organizations undergoing corporate headquarters moves in the professional services, retail, and manufacturing industries.