Education
- Boston University School of Law, J.D., 2009, Review of Banking and Financial Law Journal
- University of Alberta, Bachelor of Commerce, 2002
Bar Admissions
- Texas
Court Admissions
- U.S. District Court, Southern District of Texas
- U.S. District Court, District of Colorado
- Speaker, “Technology Vendor Management: Avoiding Pitfalls and Mitigating Risk,” UT Law 38th Annual Technology Law Conference, May 9, 2025.
- Speaker, “Legal Issues Employers Face in 2024: What You Need to Know,” Locke Lord, February 21, 2024.
- Speaker, “So Many States, So Many Privacy Laws, So Little Time: What to do for 2023?” 30th Annual SMU Corporate Counsel Symposium, October 28, 2022.
- Speaker, “Gearing up for Privacy & Cybersecurity in 2021 Webinar Series: Incident Preparedness & Response,” Locke Lord, June 10, 2021.
- Speaker, “Gearing up for Privacy & Cybersecurity in 2021: Cyber Updates,” Locke Lord, May 6, 2021.
- Speaker, “Regulatory Update: Recent Legislation and Your Retirement Plans,” PKF Texas CPE Webinars, February 10, 2021.
- Co-author, “IRS Issues Proposed Regulations on the Expanded Definition of “Covered Employee” Under Code Section 162(m),” Troutman Pepper Locke, January 29, 2025.
- Author, “Form 5330 E-Filing Requirement Headache,” Locke Lord, May 10, 2024.
- Author, “Amendments to HIPAA Privacy Rule to Support Reproductive Health Care Privacy,” Locke Lord QuickStudy, May 1, 2024.
- Author, “Texas Joins the State Privacy Law Landscape on July 1, 2024: The Texas Data Privacy and Security Act,” Locke Lord, April 2024.
- Author, “HHS Strengthens Privacy Protections for Substance Use Disorder Treatments in Amendments to Part 2 Regulations,” Locke Lord, April 2024.
- Author, “Two-Year Transition Relief Announced for Roth Catch-Up Contributions,” Locke Lord, October 2023.
- Author, “SECURE 2.0: Two-Year Transition Relief Announced for Roth Catch-Up Contributions,” Locke Lord, August 29, 2023.
- Author, “Get Ready to Attest: Three U.S. Departments Release ‘Further Guidance’ on Gag Clause Prohibitions,” The Journal of Federal Agency Action, September-October 2023.
- Author, “Compliance Considerations for Potential Texas Privacy Law,” Law360, June 7, 2023.
- Author, “Washington State My Health, My Data Act,” Locke Lord QuickStudy, May 31, 2023.
- Author, “Texas Data Privacy and Security Act,” Locke Lord QuickStudy, May 18, 2023, updated May 31, 2023.
- Author, “Get Ready to Attest: The Departments Release ‘Further Guidance’ on Gag Clause Prohibitions,” Locke Lord QuickStudy, May 16, 2023.
- Author, “Short Extension of Clawback Policy Deadline Suggests Listed Companies Will Need to Adopt Policies by early August,” Locke Lord, April 27, 2023.
- Author, “Updating Clawback Policies,” Locke Lord, April 5, 2023.
- Author, “Consumer Financial Protection Bureau’s Data Access Rulemaking Process: A Heads-Up to Covered Data Providers,” The Banking Law Journal, April 2023.
- Author, “HHS Publishes Proposed Rule on Confidentiality of Substance Use Disorder Records,” Locke Lord QuickStudy, January 12, 2023.
- Author, “CFPB’s Data Access Rulemaking Process: A Heads-Up to Covered Data Providers,” Locke Lord QuickStudy, December 27, 2022.
- Author, “Office of Civil Rights Guidance on Recognized Security Practices Under the 2021 HITECH Act Amendment,” Locke Lord, December 2022.
- Author, “IRS Expands Determination Letter Program to Include Individually-Designed 403(b) Plans,” Locke Lord, November 15, 2022.
- Author, “SEC Adopts Final Clawback Rules,” Locke Lord, November 9, 2022.
- Author, “Compliance Considerations for Medical Travel Reimbursement,” Locke Lord QuickStudy, August 1, 2022.
- Author, “Developments in Energy Pipeline Security: TSA Directives, and Recommendations for Owners and Operators,” Locke Lord QuickStudy, October 5, 2021.
- Author, “US Dept. of Labor Announces Cybersecurity Guidance for Plan Sponsors, Plan Fiduciaries, Record-Keepers and Plan Participants,” Locke Lord, August 26, 2021.
- Author, “Fraudulent Unemployment Claims? Steps to Take to Resolve,” Locke Lord, May 2021.
- Author, “DOL, HHS, and Treasury Jointly Issue FAQs on the CAA’s Mental Health and Substance Use Disorder Parity Provisions,” Locke Lord, April 8, 2021.
- Author, “Group Health Plan’s Anti-Assignment Provision Fails, Ninth Circuit Says,” LexisNexis Practical Guidance, Winter 2021.
- Author, “New ERISA Case Results in Another Assignment for Today – Ensure your Group Health Plan’s Claims Administrator is Raising Anti-Assignment during the Claims and Appeals Process!” Locke Lord, February 8, 2021.
- Author, “How to Prepare For and Respond to Cybersecurity Attacks,” ABA’s Healthcare Cybersecurity, February 3, 2021.
- Author, “New ERISA Case Results in an Assignment for Today – Check your Group Health Plan’s Anti-Assignment Provision!” Locke Lord, February 1, 2021.
- Author, “Supreme Court Rules ERISA Does Not Preempt Arkansas’ PBM Regulation,” Locke Lord QuickStudy, January 7, 2021.
- Author, “Retirement Plan Sponsors Allowed to Post Plan Disclosures Online,” Locke Lord, July 2020.
- Author, “New Cafeteria Plan and Flexible Spending Account Guidance Allows Employers to Accommodate Employees’ Unanticipated Needs Due to COVID-19,” Locke Lord QuickStudy, May 18, 2020.
- Author, “CARES Act Guide: Overview of IRS Guidance Regarding the Employee Retention Credit,” Locke Lord QuickStudy, May 4, 2020.
- Author, “CARES Act Surprise: Substance Use Treatment Confidentiality Law Revised,” Locke Lord QuickStudy, April 28, 2020.
- Author, “ISS and Glass Lewis Present Guidance for Corporate Governance During COVID-19,” Locke Lord, April 15, 2020.
- Author, “Privacy and Cybersecurity Work from Home Considerations in the Context of Coronavirus,” Locke Lord QuickStudy, March 31, 2020.
- Author, “CARES Act Guide: Overview of Key Employee Benefits Provisions,” Locke Lord QuickStudy, March 28, 2020.
- Author, “CARES Act Guide: Overview of Executive Compensation Limits,” Locke Lord QuickStudy, March 28, 2020.
- Author, “COVID-19 and Your Benefit Plans: What You Need to Know Now,” Locke Lord, March 23, 2020.
- Author, “New York SHIELDs Private Information (Security Requirements effective March 21, 2020),” Locke Lord QuickStudy, March 13, 2020.
- Author, “Feeling Secure in Retirement: Changes Made by the Secure Act that may Affect Qualified Retirement Plans,” Locke Lord, March 4, 2020.
- Author, “HIPAA Penalties Have Been Inflation-adjusted!” Locke Lord, January 21, 2020.
- IAPP Certified Information Privacy Professional/United States (CIPP/US)