CAPPONE D`ANGELO Associate Cappone D

An Ontario Limited Liability Partnership
Cappone D’Angelo is an associate in the Vancouver office of
McCarthy Tétrault practising in the Technology,
Communications and Intellectual Property Group.
Mr. D’Angelo’s practice includes advising domestic and
international clients with respect to:
¾ protection and management of proprietary technology
¾ privacy law compliance and data management
¾ intellectual property and technology issues in M&A and
financing transactions, including conduct of intellectual
property due diligence
CAPPONE
D’ANGELO
Associate
¾ technology transfer (including licensing and acquisition)
¾ eCommerce and Internet legal issues, including online
contracting and eCommerce risk management
Mr. D’Angelo is a member of the Freedom of Information and
Privacy Law section of the Canadian Bar Association (BC
Branch), and was an active participant in the section’s
Working Group with which the BC Government consulted
regarding implementation of private sector privacy legislation.
During his legal studies, Mr. D’Angelo participated in the
1997 University of Victoria Intellectual Property Summer
Term and completed a summer term as Assistant to Legal
Counsel at a local software company where, during its pre-IPO
stage, he participated in projects relating to the development
and management of intellectual property in the technology
industry.
Prior to joining the firm, Mr. D’Angelo studied music theory,
composition, and performance and worked as a freelance
performer and session musician. In addition, he worked as an
audio engineer at the Banff Centre for the Arts and at the
University of Victoria School of Music, where recording
projects included several commercially released CDs and a
world premiere recording for broadcast on CBC Radio Two.
Mr. D’Angelo received his B.Mus. (1996) and his LLB (1999)
from the University of Victoria, and is currently completing a
masters degree in law at Osgoode Hall Law School.
Office:
Direct Line:
E-mail:
Year of Call:
Vancouver
604 643-5906
[email protected]
2000
JUDY HAUSERMAN
Senior Vice President
POSITION AND RESPONSIBILITIES
Judy Hauserman is Senior Vice President, and National
Practice Leader, for the Aon Consulting Group. In this
capacity, she is responsible for national leadership of the
Communication, Compensation, Financial Planning and
Talent Strategies practices. Judy consults in all aspects of
organization development and talent management, with
particular emphasis on integrated approaches to managing
change and human resource policy and programs to support
business objectives.
AREAS OF SPECIALIZATION
In her seventeen years in consulting, Judy has provided her
clients in both private and public sectors with advice and
facilitation in all aspects of human resources and change
management including strategy facilitation, change planning
and implementation, organization design, executive team
effectiveness, leadership assessment and development,
competency modelling, recruiting and selection, performance
management; and coaching.
BACKGROUND
Judy’s clients have encompassed such diverse organizations as
Auditor General Canada, Bell Canada, Bank of Canada, Bank
of Montreal, Canada Mortgage and Housing Corporation, City
of Toronto, Department of National Defence, Dow Chemical,
GlaxoSmithKline, Human Resources Development Canada,
Imperial Oil, Inco, Investors Group, Ivanhoe Cambridge,
Manitoba Hydro, Metropolitan Toronto Police, Ontario
Ministry of the Solicitor General, Noranda Minerals, Shell,
Statistics Canada, Scotiabank, Suncor, and Toronto
Dominion Bank.
Judy is a frequent speaker on workplace issues. She has
appeared on CBC Newsworld and Canada A.M., and on such
radio programs as In Toronto, and CBC’s “Cross-Country
Check-up”.
EDUCATION
Judy holds a B.A. (Honours) in Psychology from Wilfred
Laurier University, and a Master of Applied Science in
Industrial/ Organizational Psychology from the University of
Waterloo.
Aon Consulting Group
Coreen Lawton is an associate in our Technology,
Communications and Intellectual Property Group in Toronto.
She practises corporate and commercial law, with a particular
interest in all matters regarding technology, software,
electronic commerce, privacy and intellectual property.
COREEN LAWTON
Associate
Ms. Lawton advises technology clients ranging from earlystage startups to multinational corporations on issues relating
to software and hardware licensing, distribution and
marketing; joint ventures and strategic alliances for the
development and commercialization of technology;
outsourcing; financing; mergers and acquisitions; privacy law;
e-commerce and website activities; and protection of
intellectual property rights.
Ms. Lawton’s recent experience includes:
¾ acting for a major Canadian insurance company
outsourcing its information technology systems, personnel
and services;
¾ advising a Canadian software company on a number of
international licensing transactions; software development
and implementation projects; strategic alliances and
distribution agreements; and protection of intellectual
property strategies;
¾ acting for a major hospital in the procurement of a
computerized patient health care management system;
¾ acting as an IT and IP specialist in the acquisition of a
mailing equipment company and;
¾ drafting e-commerce agreements for online transactions
and website legal notices.
She has taught a semester course entitled “Issues in
Information Technology Law” at Ryerson University in each
of past three years.
Ms. Lawton is a member of the Canadian Bar Association, the
Information Technology and E-Commerce Law and the
Privacy Law sections of the Ontario Bar Association, and the
Toronto Computer Lawyers Group
Office:
Direct Line:
E-mail:
Year of Call:
Toronto
416 601 8348
[email protected]
2000
Barbara McIsaac, Q.C., is Managing Partner of our Ottawa
office and a senior member of our Litigation Group in Ottawa.
She was engaged in private practice in Ottawa until 1983 and
a member of the Civil Litigation Section of the Federal
Department of Justice from 1983 to 1994. Ms. McIsaac was
called to the Ontario bar in 1975 and appointed Queen’s
Counsel in 1990.
BARBARA A.
McISAAC, Q.C.
Partner
She has had considerable experience in the areas of Charter
and human rights litigation. She was senior counsel to the
Somalia Inquiry and has appeared as counsel in several
landmark cases before the Supreme Court of Canada and the
Ontario Court of Appeal. Ms. McIsaac conducts litigation
before all courts in the areas of commercial law,
administrative and public law and intellectual property law.
She is also a leader in the area of privacy law and is co-author
of a book entitled, The Law of Privacy in Canada (with Rick
Shields and Kris Klein).
Drawing on her experience with the Federal Government, Ms.
McIsaac regularly advises clients on administrative and
procurement law issues, including the application of the
Financial Administration Act, internal government policies and
procedures, NAFTA, the WTO Agreement on Government
Procurement and the Agreement on Internal Trade.
She has been a lecturer at the public law component of the
Bar Admission Course. Ms. McIsaac participates in lectures on
Charter litigation and administrative law at Queen’s
University, has participated in the Special Lectures on
Administrative Law sponsored by the Law Society of Upper
Canada and is a frequent speaker on privacy and
administrative law issues. She is a member of the Canadian
Bar Association, the Advocates’ Society and the Carleton
County Law Association.
Ms. McIsaac received her LLB from Queen’s University in
1973 and was called to the Ontario bar in 1975.
Office:
Direct Line:
E-mail:
Year of Call:
Ottawa
613 238 2105
[email protected]
1975
Charles Morgan is an associate in our Technology,
Communications and Intellectual Property Group in
Montréal. In his corporate/commercial practice, Mr. Morgan
focuses on the areas of information technology, electronic
commerce, intellectual property, data protection and
telecommunications.
CHARLES MORGAN
Associate
Mr. Morgan assists a wide variety of Quebec, Canadian and
international companies and public sector organizations. He
advises on a broad range of matters, including licensing,
distribution, proprietary rights protection, intellectual
property management issues, data protection/privacy,
regulatory matters, joint venture and strategic alliance
arrangements, as well as issues relating to the Internet and ebusiness. In addition, he practices as part of our international
Telecommunications Law Group on World Bank sponsored
regulatory reform and competitive licensing projects.
Mr. Morgan’s recent mandates include:
¾ assisting a Canadian Chartered Bank with legal
compliance issues (e-commerce, privacy, consumer
protection, etc.) in the context of its online banking website redesign;
¾ negotiating IP and IT aspects in several recent M&A
transactions, including the sale of a major
communications business and the sale of a semi-conductor
foundry;
¾ assisting several multinational corporations with
provincial and federal data protection compliance issues,
including drafting or revising privacy and/or monitoring
policies;
¾ drafting and/or revising software license and/or technology
transfer agreements for companies that are active in a
variety of fields of technology;
¾ drafting and negotiating web-site development, hosting
and maintenance agreements;
¾ providing assistance to the governments of several African
and Middle-Eastern countries in the context of market
liberalization or regulatory reform projects in the telecom
sector.
CHARLES MORGAN
Associate
Mr. Morgan is co-author of the following books: Cyberlaw:
What You Need to Know about Doing Business Online (Stoddart;
1997); Cyberlaw: A Guide for South Africans Doing Business
Online (Ampersand; 1999); and Communications Law in
Canada (Butterworths; 2000). He is one of two current
Canadian contributors to the serial Data Protection Laws of the
World (Sweet & Maxwell; 2000). In addition, he is the author
of the following articles: “Employer Monitoring of Employee
Electronic Mail and Internet Use”, (1999) 44 McGill L.J. 849;
“Noms de domaines et les marques de commerce utilisés sur
Internet” (2002) 14 :3 C.P.I 793; “Monitoring Employee
Electronic Mail and Internet Use,” in Droit du commerce
électronique (Les Éditions Thémis, 2002); and “Jumping to
iCrave’s Conclusion?: les amendements proposés à la disposition
sur la retransmission de la Loi sur le droit d’auteur » 15 :1 C.P.I.
257. Mr. Morgan frequently speaks at conferences on matters
related to his practice areas, including data protection,
communications, technology and copyright law. He is listed
in the International Who’s Who of Information Technology
(2002). Charles Morgan received his BA from Trinity College,
University of Toronto in 1991, his master’s degree in
philosophy from the Université de Paris IV-Sorbonne in 1992,
and his LLB and BCL from McGill University in 1997. He
was called to the Québec bar in 1998.
Office:
Direct Line:
E-mail:
Year of Call:
Montréal
514 397 4230
[email protected]
1998
Tony Morris is a partner with the Firm and the leader of our
Technology, Communication and Intellectual Property
(“TCIP”) Practice Group in Calgary. Mr. Morris practices
exclusively in the area of technology licensing, the Internet,
e–commerce and intellectual property.
ANTHONY A.
MORRIS
Partner
He assists technology customers and suppliers in structuring,
negotiating and implementing complex transactions, including
outsourcing, product procurements, service level agreements,
application service provider arrangements, competitive
procurements and the unwinding of IT relationships.
Mr. Morris provides guidance on software licensing and
development, electronic commerce, product acquisition,
reseller arrangements and other commercial transactions. He
has also advised clients on issues of copyright and trade–mark
and is a registered Trade–mark Agent. Throughout his years
of practice, he has gained experience in real estate
conveyancing, commercial lending and general corporate
matters.
Mr. Morris has published and lectured regularly on various
aspects of outsourcing and technology and electronic
commerce law. He was the past chair of the Intellectual
Property Section (Northern Alberta) of the Canadian Bar
Association, and is currently a member of the Licensing
Executive Society (“LES”), Intellectual Property Institute of
Canada (“IPIC”), Canadian Information Processing Society
(“CIPS”), Canadian IT Law Association, Computer Law
Association and Calgary Council on Advanced Technology.
Currently, he is enrolled in Canada’s first master of laws
program in e–business, offered through Osgoode Hall Law
School, and expects to graduate in December 2003.
Mr. Morris is a member of the Law Society of Alberta,
Canadian Bar Association and Calgary Bar Association.
He received both his LLB and MBA from the University of
Alberta and was admitted to the Alberta bar in 1991.
Office:
Direct Line:
E–mail:
Year of Call:
Calgary
403 260 3527
[email protected]
Alberta – 1991
George S. Takach is the National Practice Group Leader of
our Technology, Communications and Intellectual Property
Group. Mr. Takach’s practice focuses on technology, software,
Internet, e-commerce and related matters.
McCarthy Tétrault is Canada’s pre-eminent firm for high-tech
law. Since its inception in 1997, the Canadian Legal Lexpert
Directory has found McCarthy Tétrault to have the strongest
computer law practice in Canada.
GEORGE S.
TAKACH
Partner
Mr. Takach represents a wide variety of Canadian and
international companies that develop and market computerbased and related products and services, including software
developers, Internet-related companies, hardware
manufacturers, multimedia companies, systems integrators,
consulting companies, computer products distributors and
dealers, other technology-oriented businesses, governments
and other public sector organizations, universities, and
research and development consortia. He provides legal
services to these clients in a broad range of matters, including
licensing, distribution, proprietary rights protection and other
intellectual property issues, joint venture and strategic
alliance arrangements, mergers, acquisitions and divestitures,
bank and equity financing including IPOs, as well as matters
relating to the Internet and e-business.
Some of his recent deals in 2002 and 2003 include:
¾ the sale of InSystems Technologies to Standard Register
for US$89 million;
¾ the sale of Jewelstone Systems to AGF for $65 million;
¾ the financing of Chantry Networks by Flagship Ventures;
and
¾ the acquisition of Gary Jonas Computing Limited by
Constellation Software Inc.
Mr. Takach also regularly assists purchasers and suppliers of
computing resources with the negotiation and drafting of a
wide variety of contracts, including software development,
outsourcing, service bureau, hardware purchase, software
license, lease/rental, maintenance, consulting, proprietary
rights protection, source code escrow, disaster recovery, EDI
trading partner, network services and Internet-related
agreements.
GEORGE S.
TAKACH
Partner
In the area of outsourcing, Mr. Takach has a national practice
with the following illustrative clients whom he has assisted
with outsourcing agreements:
¾ a Saskatchewan-based utility;
¾ three Toronto-based banks;
¾ a Montréal-based natural resources company;
¾ a Hamilton-based steel company;
¾ a Montréal-based manufacturing company;
¾ a Toronto-based retailer; and
¾ a Vancouver based utility.
Mr. Takach is the author of three books. Computer Law,
second edition (2003), is published by Irwin Law, and is
available at www.irwinlaw.com. The Software Business, second
edition (1997), was published by McGraw-Hill Ryerson.
Contracting For Computers, third edition (1998), is published
by Lexpert Press, and is available at (416) 214-2220. Since
1990, he has been an Adjunct Professor at Osgoode Hall Law
School, York University, where he teaches a course in
Computer Law.
Mr. Takach appears in both the 2003 Guide to the Leading 500
Lawyers in Canada, published by Lexpert and American
Lawyer, and the 2003 Canadian Legal Lexpert Directory, a guide
to the leading law firms and practitioners in Canada, as a
leading lawyer in the areas of computer & IT and technology.
Mr. Takach obtained his BA and his J.D. from the University
of Toronto. He also has an MA in international relations from
the Norman Paterson School of International Affairs,
Carleton University in Ottawa. He was called to the Ontario
bar in 1985.
Office:
Direct Line:
E-mail:
Year of Call:
Toronto
416 601 7662
[email protected]
1985
SHERY TEED
Partner
Sheryl Teed, B.Sc., C.A., C.I.S.A., C.F.E., CA-IT
Sheryl is a Partner in the Technology and Security Risk
Services practice at Ernst & Young in Toronto, Canada.
She leads the data privacy and regulatory compliance
practice in Canada. In this capacity, Sheryl has gained
extensive experience working on privacy-related issues for a
wide range of companies in the financial services,
insurance, e-commerce, telecom, healthcare and retail
industry sectors. Sheryl has over 25 years of experience in
servicing our large corporate clients.
Sheryl holds a Hon. B.Sc. from the University of Toronto
(Magna cum Laude), a C.A. (Chartered Accountant) from
the Canadian Institute of Chartered Accountants, a
C.I.S.A. (Certified Information Systems Auditor), a C.F.E.
(Certified Fraud Examiner) and a CA-IT.
Ernst & Young LLP