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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.

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