Ted advises banking institutions, insurance companies and their holding companies, insurance producers and broker-dealers on a wide variety of transactions, regulatory compliance and corporate matters. He also represents other public and private business organizations with respect to general corporate issues, securities matters and mergers and acquisitions. Ted serves as co-Chair of the Firm's interdisciplinary Privacy and Data Protection Group, a nationally recognized practice in the 2011 US Legal 500, and its Breach Response Team. He is a Certified Information Privacy Professional, accredited by the International Association of Privacy Professionals. Notable Experience · Negotiation, structuring and execution of mergers and acquisitions, including mergers of multiple institutions in multiple jurisdictions involving financial institutions and insurance companies of all sizes. · Design and implementation of privacy policies, security programs and breach responses under applicable federal and multi-state requirements for clients in various industries. · Bank holding company reorganizations involving federal and state banking institutions. · Insurance company and producer licensing in all US jurisdictions. · Organizations, licensing and acquisitions involving insurance producers. · Regulatory and licensing issues related to Internet sales and electronic distribution of financial services and insurance products. · Development of products and services in compliance with banking, insurance and other laws. · Advice regarding transactions with affiliates, tying and other restrictions of banking and insurance regulations. · Negotiation of vendor and producer contracts and service agreements. · Advice on USA PATRIOT Act issues, including anti-money laundering. · Acquisitions made possible by the Gramm-Leach-Bliley Act, and development of appropriate privacy policies compliant with the Act. · Debt collection licensing, transactional, corporate and contract matters in compliance with federal and state regulatory requirements. Recent Speaking Engagements and Publications · "March 1 Deadline for Companies and Vendors with Massachusetts Personal Information," co-author, Edwards Wildman Palmer LLP Client Advisory, January 2012. · "Cyber Risks - What are They and Who is Affected?," speaker, LMA Lloyd's Market Academy Masterclass, January 31, 2012. · "Data Breach Management and Cyberrisk Update," speaker, Association of Corporate Counsel Northeast Chapter Event, January 11, 2012. · "Recent Developments in Cyber Risk," speaker, Edwards Wildman Palmer LLP Webinar, November 17, 2011. · "Everyone's Nightmare: Global Privacy and Data Breach Risks," speaker, Insurance Underwriting Association Digital Risk Working Party Conference: Security vs Accessibility, October 19, 2011. · "Data Breach Preparedness and Plan Execution," speaker, NetDiligence® West Coast Cyber Risk & Privacy Liability Forum presented by HB Litigation Conferences, October 4-5, 2011, Marina del Rey, California. · "Data Breach Compliance and Response: Understanding the Laws and Being Prepared," speaker, International Association of Privacy Professionals Web Conference, September 1, 2011. · "Data Breaches at Home and Abroad: This Can Mean You Too!," panelist, Edwards Angell Palmer & Dodge Webinar, July 14, 2011. · "Data Breaches at Home and Abroad: This Can Mean You Too!," panelist, Edwards Angell Palmer & Dodge Seminar, June 21, 2011. · "Social Networking for the Bank Insurance Agency," American Bankers Insurance Association Best Practices Panel Teleconference, February 7, 2011. · "The FTC's Red Flags Rule on Identity Theft Protection Will Be Effective December 31, 2010," co-author,Edwards Angell Palmer & Dodge Client Advisory, November 2010. · "What Does Privacy Law and Data Security Have to do with Nonprofits?" speaker, webinar presented by Edwards Angell Palmer & Dodge LLP, November 9, 2010. · "Practical Consideration for Public and Private Companies Using Social Media," speaker, New England Business and Securities Law 28th Annual Conference, October 20, 2010. · "Dealing with Data Breaches: Legal, Practical, and Financial Issues," speaker, Massachusetts Health Data Consortium Seminar, September 17, 2010. · "Connecticut Insurance Department Joins Others Imposing New Data Breach Notification Requirements,"co-author, Edwards Angell Palmer & Dodge Client Advisory, September 2010. · "Navigating the Ever-Changing World of Social Media: Critical Considerations for In-House Counsel,"speaker, Association of Corporate Counsel Northeast CLE Seminar, June 16, 2010. · "Social Networking and Data Security," speaker, Privacy Issues in the Workplace: Social Networking, Data Security & More presented by New York City Bar Association, June 14, 2010. · Compliance Seminar, speaker, Lincoln Financial Group, May 26, 2010. · "March 1, 2010: Massachusetts Security Regulation Affecting All Companies with Personal Information of Massachusetts Residents," co-author, Edwards Angell Palmer & Dodge Labor & Employment Bulletin, Winter 2010. · "Data Protection Challenges for Bank Insurance Programs in the U.S.: New and Upcoming Deadlines and Exposures," speaker, American Bankers Insurance Association Teleconference, March 11, 2010. · "Data Security Developments for the Insurance Industry," co-author, Edwards Angell Palmer & Dodge Insurance and Reinsurance Review, March 2010. · Local Issue/National Challenge: March 1 Massachusetts Data Security Requirements, speaker, webinar presented by Edwards Angell Palmer & Dodge LLP, February 11 and 17, 2010. · "Recent Developments: The FTC Red Flags Rule and Massachusetts Security Regulation," co-author,Edwards Angell Palmer & Dodge Client Advisory, November 2009. · Q&A: "Surveying the merger landscape," Hartford Business, October 15, 2009. · "Up close look at state's new data security regulations," co-author, Massachusetts Lawyers Weekly, March 23, 2009. · New Federal Red Flag, Massachusetts and Other State Data Security Rules," speaker, webinar hosted by Edwards Angell Palmer & Dodge LLP, Boston, Massachusetts, February 24, 2009. · "New Massachusetts Security Rules - What You Need to Do to Comply by May 1," speaker, webinar hosted by Edwards Angell Palmer & Dodge LLP, Boston, Massachusetts, January 21, 2009. · "Extension of Robust New Massachusetts Security Rules - What is Needed Now to Comply by May 1,"co-author, Edwards Angell Palmer & Dodge Client Advisory, November 2008. · "The U.S. Department of the Treasury Term Sheet for Privately Held Financial Institutions Applying for the Capital Purchase Program," co-author, Edwards Angell Palmer & Dodge Client Advisory, November 2008. · "New Massachusetts Guidelines for Mandatory Computer Security Policies," co-author, Edwards Angell Palmer & Dodge Client Advisory, November 2008. · "Encouraging Private Equity Investment in the Banking Sector," co-author, Edwards Angell Palmer & Dodge Client Advisory, November 2008. · "Information Security Breaches and Appropriate Responses - New Mandatory Security Rule in Massachusetts and Privacy Policy in Connecticut," co-author, Edwards Angell Palmer & Dodge Client Advisory, October 2008. · Speaker, ABIA Annual Convention, "Opportunities and Pitfalls of Customer Information in Cross Selling and Target Marketing," September 2008. · "Implications of Regulation R on Bank distribution Channels Used for Insurance Sales," co-author,Edwards Angell Palmer & Dodge Insurance and Reinsurance Update, December 2007. · Speaker, Capital Roundtable's MasterClass™ on Financial Services Companies - How to Source & Evaluate Middle-Market P.E. Opportunities," September 25, 2007 and pre-MasterClass™ Workshop on September 24, 2007, New York City, New York. · "Privacy and Information Security Concerns and How to Address Them," co-author, International Law Office's Insurance & Reinsurance - USA, September 11, 2007. · "Privacy and Information Security Issues in the Insurance Industry," co-author, Edwards Angell Palmer & Dodge Insurance and Reinsurance Update, June 2007. · "Anti-Money Laundering Programs for Insurance Companies: The May 2 Deadline," Edwards Angell Palmer & Dodge Insurance and Reinsurance Update, March 2006. · "State Preemption of GLB Takes A Big Hit," National Underwriter Life & Health, April 18, 2005. · "Sarbanes-Oxley: The Insurance Company Perspective," Risk Management Magazine, April 1, 2005. · "10 Facts and Myths about Gramm-Leach-Bliley," quoted, Best's Review, March 2005. · Ted is co-author of Bank Insurance Sales Methods: Requirements, Restrictions and Guidelines, a treatise for planning and executing successful bank insurance sales programs, including discussion of the licensing, disclosure, compensation and other issues related to sales of insurance products by and through banks on a state by state basis throughout the United States. · "Managing the Risks of Selling Insurance Products," American Banker, Insurance Products Special Report, September 2004. · "Connecticut Corporate Anti-Fraud Statute," Insights, Volume 17, Number 12, December 2003. · "Financial Convergence: Banking Initiatives Yield Mixed Results," quoted, Business Insurance, November 17, 2003. · "Sarbanes-Oxley Affects All Banks and Thrifts," The Connecticut Financial Tribune, June 2003. · "Stock Conversion Speed-Up Bill Signed," The Connecticut Financial Tribune, July 2002. · "Financial Weapons in the War Against Terrorism," Business Insurance, January 21, 2002. · "International Banking and Finance Committee: Year in Review 2000," International Lawyer, Fall 2001. · "Privacy Issues under the Gramm-Leach-Bliley Act and EU Commission on Data Privacy Safe Harbor Principles," International Law News, Fall 2001. · "Gramm-Leach-Bliley Act Defines Brokers and Dealers," The Commercial Record, September 2001. · "US Guide for UK Financial Services Players," Insurance Day, July 2001. · "A Strategic View: Cross-Industry Acquisitions," Mealey's Litigation Report, June 2000. · "The Future of the Dual Banking System," Banker & Tradesman and The Commercial Record, August 10, 1998. · In 2002 and 2003, Ted was an adjunct faculty member of The University of Connecticut School of Law where he taught Banking Law and Regulation. News & Publications January 2012, Client Advisory - March 1 Deadline for Companies and Vendors with Massachusetts Personal Information
An Edwards Wildman Privacy & Data Protection Client Advisory June 14, 2011, Legal 500's 2011 US Guide Recognizes EAPD in Three Categories February 22, 2011, EAPD Launches Retail Industry and Consumer Products Practice Group
New practice group combines resources to offer full range of legal services to retail industry clients November 2010, Client Advisory - The FTC's Red Flags Rule on Identity Theft Protection Will Be Effective December 31, 2010 October 2010, Client Advisory - Privacy and Data Protection Issues for Nonprofit September 2010, Client Advisory - Connecticut Insurance Department Joins Others Imposing New Data Breach Notification Requirements Winter 2010, March 1, 2010: Massachusetts Security Regulation Affecting All Companies with Personal Information of Massachusetts Residents March 2010, Insurance and Reinsurance Review - March 2010 March 2010, Data Security Developments for the Insurance Industry December 2009, Preventing and Reacting to a Data Breach
Risk Management Magazine November 6, 2009, EAPD Attorneys Selected For Inclusion in Super Lawyers 2009 October 6, 2009, Theodore P. Augustinos Named To American Bankers Insurance Association's Board of Directors August 18, 2009, Client Advisory - Amended Massachusetts Security Regulations and Extension of Effective Date March 23, 2009, Up close look at state's new data security regulations
Massachusetts Lawyers Weekly February 2009, Client Advisory - Second Extension of Robust New Extraterritorial Massachusetts Security Rules February 12, 2009, New Federal Red Flag, Massachusetts and Other State Data Security Rules January 21, 2009, Edwards Angell Palmer & Dodge Hosts Breakfast Seminar on "New Massachusetts Security Rules - What You Need to Do to Comply by May 1" November 2008, Client Advisory - Extension of Robust New Massachusetts Security Rules - What is Needed Now to Comply by May 1 November 2008, Client Advisory - New Massachusetts Guidelines for Mandatory Computer Security Policies November 2008, Client Advisory - Encouraging Private Equity Investment in the Banking Sector October 2008, Client Advisory - Information Security Breaches and Appropriate Responses - New Mandatory Security Rule in Massachusetts and Privacy Policy in Connecticut December 2007, Insurance and Reinsurance Update - December 2007
Edwards Angell Palmer & Dodge LLP June 11, 2007, Insurance and Reinsurance Update - June 2007
Edwards Angell Palmer & Dodge LLP March 1, 2006, Insurance and Reinsurance Update - March 2006
Edwards Angell Palmer & Dodge LLP July 11, 2003, Connecticut Corporate Anti-Fraud Act
Edwards & Angell June 2003, Sarbanes-Oxley Affects All Banks And Thrifts
The Connecticut Financial Tribune Gramm-Leach-Bliley Act Volume 5: Status Of The Thrift Charter
Edwards & Angell, LLP Gramm-Leach-Bliley Act Volume 1: Cross-Industry Acquisitions
Edwards & Angell, LLP Besides Edwards Wildman Ted enjoys golf and skiing. He serves on the Board of Directors and the Executive Committee of South Park Inn, a shelter for the homeless. Ted is a member of the Board of Directors of The Connecticut Forum, a non-profit organization serving the State of Connecticut through four issue-focused programs per season on political, social, educational and cultural topics. He also serves on the Board of Directors and Conference Committee of the American Bankers Insurance Association. Events January 11, 2012, Boston, MA, Data Breach Management and Cyberrisk Update November 17, 2011 , Edwards Wildman on Recent Developments in Cyber Risk: The SEC's New Position on Cyber Risk Disclosures and Developments in Data Breach Management October 19, 2011, London, United Kingdom, International Underwriting Association's Digital Risk Working Party Seminar
Security vs Accessibility October 4-5, 2011, Marina del Rey, CA, Data Breach Preparedness and Plan Execution
NetDiligence® West Coast Cyber Risk & Privacy Liability Forum September 1, 2011 , Data Breach Compliance and Response: Understanding the Laws and Being Prepared July 14, 2011 , Data Breaches at Home and Abroad: This Can Mean You Too!
Lessons Learned from the Past, and What's Coming Up in the Future for US and Multi-National Entities June 21, 2011, Boston, MA, Data Breaches at Home and Abroad: This Can Mean You Too!
Lessons Learned from the Past, and What's Coming Up in the Future for US and Multi-National Entities November 9, 2010 , What Does Privacy Law and Data Security Have to Do with Nonprofits? June 16, 2010, Providence, RI, Navigating the Ever-Changing World of Social Media: Critical Considerations for In-House Counsel June 14, 2010, New York City, NY, Privacy Issues in the Workplace: Social Networking, Data Security & More February 17, 2010 , Local Issue/National Challenge: March 1 Massachusetts Data Security Requirements February 11, 2010 , Local Issue/National Challenge: March 1 Massachusetts Data Security Requirements December 1, 2009 , The Continuing Nightmare of Data Breach and Privacy Risks and Regulations: Increasing Risks, New Regulations, and Changing Deadlines February 24, 2009 , New Federal Red Flag, Massachusetts and Other State Data Security Rules January 21, 2009, Boston, MA, New Massachusetts Security Rules - What You Need to Do to Comply by May 1 September 24, 2007 - September 25, 2007, New York City, Capital Roundtable's MasterClass™ on Financial Services Companies - How to Source & Evaluate Middle-Market P.E. Opportunities Industries · Banking & Financial Institutions · Tax-Exempt Organizations · Retail Industry & Consumer Products Memberships · American Bankers Insurance Association, Board of Directors · Bank Insurance and Securities Association · Connecticut Bar Association · International Association of Privacy Professionals · New York Bankers Association |