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March 7, 2023
Continuing the FinTech University series, join the chair of Nelson Mullins FinTech and Regulation Practice, Richard Levin, and Nelson Mullins attorneys Brad Rustin, Tammy Berkhoudt, Mallory Acheson, and Elizabeth Donaldson for this one-hour session, "FinTech and Data Privacy." They will provide an overview of data privacy and securities concerns, as well as regulations, and how they affect the FinTech industry.
FinTech and Data Privacy
Jason I. Epstein
Partner
150 Fourth Avenue North
Suite 1100
Nashville, TN 37219
27th Floor
New York, NY 10017
Jason is the co-head of the firm's technology and procurement industry group. Jason and the technology team provide legal services to buyers and sellers of technology both domestically and internationally in various industries, from FinTech and HealthIT to auto and manufacturing. Jason has experience in business and technology negotiations from both the vendor and buyer perspectives...
Jason is the co-head of the firm's technology and procurement industry group. Jason and the technology team provide legal services to buyers and sellers of technology both domestically and internationally in various industries, from FinTech and HealthIT to auto and manufacturing. Jason has experience in business and technology negotiations from both the vendor and buyer perspectives including outsourcing, the metaverse, licensing and joint ventures, technology transfer, hardware and software development and acquisition, supply chain, privacy and security, blockchain, Internet of Things, cloud computing, cryptocurrency, and open source code. He and the team are also experienced in direct supply chain and indirect procurement for companies in various industries. Jason is an adjunct professor at the Vanderbilt University Law School in Nashville, Tennessee, teaching "Law of Cyberspace."
He often serves as outside general counsel and relationship partner to companies in a variety of industries. His areas of focus include board governance, technology, venture capital and private equity, mergers and acquisitions, reorganizations, international commerce, and litigation. Whether advising clients of Fortune 500, mid-market, or small businesses (including under the SBA), he serves as an advisor to the C-Suite and inside General Counsel regarding business-related law.
including outsourcing, the metaverse, licensing and joint ventures, technology transfer, hardware and software development and acquisition, supply chain, privacy and security, blockchain, Internet of Things, cloud computing, cryptocurrency, and open source code. He and the team are also experienced in direct supply chain and indirect procurement for companies in various industries. Jason is an adjunct professor at the Vanderbilt University Law School in Nashville, Tennessee, teaching "Law of Cyberspace."
He often serves as outside general counsel and relationship partner to companies in a variety of industries. His areas of focus include board governance, technology, venture capital and private equity, mergers and acquisitions, reorganizations, international commerce, and litigation. Whether advising clients of Fortune 500, mid-market, or small businesses (including under the SBA), he serves as an advisor to the C-Suite and inside General Counsel regarding business-related law.
Experience
Experience
- Outsourcing
- Healthcare IT
- Blockchain and Cryptocurrency
- Internet of Things
- Artificial Intelligence and Cognitive Computing
- Hardware and software development and acquisition
- Privacy and security
- Cloud computing
- Open source code
- Procurement agreements
- Outside general counsel to various healthcare and technology companies
Representative Transactions
- Negotiated $20 million master agreement for paper manufacturer to outsource client’s IT security and infrastructure
- Negotiated $500 million master agreement for global consumer goods manufacturer and retailer for outsourcing client’s customer service, online ordering, shipping, customer payment, and application development functions
- Represented utility company in outsourcing its back office customer support services
- Represented company in outsourcing management of back office and call center services
- Represented company in outsourcing technology related to HR and accounting
- Represented energy company in outsourcing bill print and mailing operations to a third party
- Represented Fortune 100 in comprehensive IT outsourcing agreement involving entire IT department
- Represented procurement department of Fortune 200 company in various purchasing and technology transactions
- Represented HealthIT company as outside general counsel for all matters in extended care space
- Counseled Internet hardware and services provider in selling VolP and related hardware, software and services to Fortune 50 company and in selling Internet hardware, routers and switchers to various Fortune 200 companies
- Represent software development company as outside general counsel in all matters
- Represented hospital chain in the acquisition of an Electronic Medical Records software system
- Represented pathology laboratory draft and negotiate EMR donation software agreements
- Represented managed services and cloud computing company drafting and negotiating its sales contracts
- Represented corporate action financial software company in software licensing and services transaction with Fortune 100 financial company
- Regularly worked with corporate clients to develop template documents for vendors and purchasers, such as Master agreements, services agreements, equipment agreements, license agreements, software development agreements maintenance agreements, and outsourcing agreements
- Developed strategy and drafted electronic contracts for ISP company to govern all online services
Education
-
University of Tennessee College of Law,
JD
(1996)
- Student Materials Editor, Tennessee Law Review
- University of Tennessee, Knoxville, BA, with highest honors (1992)
Admissions
- Tennessee
- New York
Experience
- Outsourcing
- Healthcare IT
- Blockchain and Cryptocurrency
- Internet of Things
- Artificial Intelligence and Cognitive Computing
- Hardware and software development and acquisition
- Privacy and security
- Cloud computing
- Open source code
- Procurement agreements
- Outside general counsel to various healthcare and technology companies
Representative Transactions
- Negotiated $20 million master agreement for paper manufacturer to outsource client’s IT security and infrastructure
- Negotiated $500 million master agreement for global consumer goods manufacturer and retailer for outsourcing client’s customer service, online ordering, shipping, customer payment, and application development functions
- Represented utility company in outsourcing its back office customer support services
- Represented company in outsourcing management of back office and call center services
- Represented company in outsourcing technology related to HR and accounting
- Represented energy company in outsourcing bill print and mailing operations to a third party
- Represented Fortune 100 in comprehensive IT outsourcing agreement involving entire IT department
- Represented procurement department of Fortune 200 company in various purchasing and technology transactions
- Represented HealthIT company as outside general counsel for all matters in extended care space
- Counseled Internet hardware and services provider in selling VolP and related hardware, software and services to Fortune 50 company and in selling Internet hardware, routers and switchers to various Fortune 200 companies
- Represent software development company as outside general counsel in all matters
- Represented hospital chain in the acquisition of an Electronic Medical Records software system
- Represented pathology laboratory draft and negotiate EMR donation software agreements
- Represented managed services and cloud computing company drafting and negotiating its sales contracts
- Represented corporate action financial software company in software licensing and services transaction with Fortune 100 financial company
- Regularly worked with corporate clients to develop template documents for vendors and purchasers, such as Master agreements, services agreements, equipment agreements, license agreements, software development agreements maintenance agreements, and outsourcing agreements
- Developed strategy and drafted electronic contracts for ISP company to govern all online services
Media
Recognitions
- Nashville Business Journal- Best of the Bar, Technology (2018)
- Globe Business Media Group 2014 Client Choice Award, Tennessee Information Technology law
- The Best Lawyers in America®, Corporate Law (2006-2023), Information Technology Law (2006-2023), Privacy and Data Security Law (2006-2023), Technology Law (2006–2023)
- Lawyer of the Year in Nashville, Tenn. for Information Technology Law (2022)
- Best Lawyers' 2012 Nashville Information Technology Law Lawyer of the Year
- The Legal 500 United States, Corporate and Finance, Mergers and Acquisitions (2007–2014); Intellectual Property, Media, Technology, and Telecoms, Information Technology Law (2007–2014); Media, Technology, and Telecoms – Outsourcing (2021)
- Mid-South Super Lawyers (2009, 2012)
- Martindale-Hubbell® AV Rating (Technology & Science, Computers and Software, General Practice, Commercial Litigation)
Professional Activities
- International Association of Privacy Professionals (IAPP) Member
- American Telemedicine Association
- American Health Lawyers Association
- Board Member, Nashville Technology Council
- Cyberspace Law Committee, American Bar Association
- Tennessee Bar Association
- Nashville Bar Association
- Nashville Entrepreneurial Center, Board Member (as of December 2015)
- Moderator, Nelson Mullins LeanIn Initiative
- Adjunct professor, Vanderbilt University Law School, "The Law of Cyberspace" (Fall 2013–present)
Community
- Lifetime member, Friends of Children's Hospital
- Basketball coach, West Nashville Sports League (WNSL)
Jason is the co-head of the firm's technology and procurement industry group. Jason and the technology team provide legal services to buyers and sellers of technology both domestically and internationally in various industries, from FinTech and HealthIT to auto and manufacturing. Jason has experience in business and technology negotiations from both the vendor and buyer perspectives... including outsourcing, the metaverse, licensing and joint ventures, technology transfer, hardware and software development and acquisition, supply chain, privacy and security, blockchain, Internet of Things, cloud computing, cryptocurrency, and open source code. He and the team are also experienced in direct supply chain and indirect procurement for companies in various industries. Jason is an adjunct professor at the Vanderbilt University Law School in Nashville, Tennessee, teaching "Law of Cyberspace."
He often serves as outside general counsel and relationship partner to companies in a variety of industries. His areas of focus include board governance, technology, venture capital and private equity, mergers and acquisitions, reorganizations, international commerce, and litigation. Whether advising clients of Fortune 500, mid-market, or small businesses (including under the SBA), he serves as an advisor to the C-Suite and inside General Counsel regarding business-related law.
Experience
Following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter.Experience
- Outsourcing
- Healthcare IT
- Blockchain and Cryptocurrency
- Internet of Things
- Artificial Intelligence and Cognitive Computing
- Hardware and software development and acquisition
- Privacy and security
- Cloud computing
- Open source code
- Procurement agreements
- Outside general counsel to various healthcare and technology companies
Representative Transactions
- Negotiated $20 million master agreement for paper manufacturer to outsource client’s IT security and infrastructure
- Negotiated $500 million master agreement for global consumer goods manufacturer and retailer for outsourcing client’s customer service, online ordering, shipping, customer payment, and application development functions
- Represented utility company in outsourcing its back office customer support services
- Represented company in outsourcing management of back office and call center services
- Represented company in outsourcing technology related to HR and accounting
- Represented energy company in outsourcing bill print and mailing operations to a third party
- Represented Fortune 100 in comprehensive IT outsourcing agreement involving entire IT department
- Represented procurement department of Fortune 200 company in various purchasing and technology transactions
- Represented HealthIT company as outside general counsel for all matters in extended care space
- Counseled Internet hardware and services provider in selling VolP and related hardware, software and services to Fortune 50 company and in selling Internet hardware, routers and switchers to various Fortune 200 companies
- Represent software development company as outside general counsel in all matters
- Represented hospital chain in the acquisition of an Electronic Medical Records software system
- Represented pathology laboratory draft and negotiate EMR donation software agreements
- Represented managed services and cloud computing company drafting and negotiating its sales contracts
- Represented corporate action financial software company in software licensing and services transaction with Fortune 100 financial company
- Regularly worked with corporate clients to develop template documents for vendors and purchasers, such as Master agreements, services agreements, equipment agreements, license agreements, software development agreements maintenance agreements, and outsourcing agreements
- Developed strategy and drafted electronic contracts for ISP company to govern all online services
Education
-
University of Tennessee College of Law,
JD
(1996)
- Student Materials Editor, Tennessee Law Review
- University of Tennessee, Knoxville, BA, with highest honors (1992)
Admissions
- Tennessee
- New York
Practice Areas
- Nashville Business Journal- Best of the Bar, Technology (2018)
- Globe Business Media Group 2014 Client Choice Award, Tennessee Information Technology law
- The Best Lawyers in America®, Corporate Law (2006-2023), Information Technology Law (2006-2023), Privacy and Data Security Law (2006-2023), Technology Law (2006–2023)
- Lawyer of the Year in Nashville, Tenn. for Information Technology Law (2022)
- Best Lawyers' 2012 Nashville Information Technology Law Lawyer of the Year
- The Legal 500 United States, Corporate and Finance, Mergers and Acquisitions (2007–2014); Intellectual Property, Media, Technology, and Telecoms, Information Technology Law (2007–2014); Media, Technology, and Telecoms – Outsourcing (2021)
- Mid-South Super Lawyers (2009, 2012)
- Martindale-Hubbell® AV Rating (Technology & Science, Computers and Software, General Practice, Commercial Litigation)
- International Association of Privacy Professionals (IAPP) Member
- American Telemedicine Association
- American Health Lawyers Association
- Board Member, Nashville Technology Council
- Cyberspace Law Committee, American Bar Association
- Tennessee Bar Association
- Nashville Bar Association
- Nashville Entrepreneurial Center, Board Member (as of December 2015)
- Moderator, Nelson Mullins LeanIn Initiative
- Adjunct professor, Vanderbilt University Law School, "The Law of Cyberspace" (Fall 2013–present)
- Lifetime member, Friends of Children's Hospital
- Basketball coach, West Nashville Sports League (WNSL)
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