Whitney Stein: A Leader in Transactional Law, Data Privacy, and Risk Management

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    Whitney E. Stein is a seasoned legal professional specializing in transactional law, data privacy, and risk management. With over 20 years of experience, Whitney has demonstrated exceptional leadership in drafting and negotiating complex and high-value contracts for both Fortune 500 companies and startups. Her expertise extends to privacy, claims management, dispute resolution, and risk mitigation, making her a trusted advisor in the legal and compliance domains.

    As the Managing Director of Privacy and Risk at modCounsel, Inc., Whitney played a pivotal role in scaling commercial, regulatory, and legal compliance practices. She adeptly navigated US and EU privacy laws and regulations, ensuring clients’ adherence to evolving standards while fostering strategic partnerships and managing dispute resolution processes.

    During her tenure as Assistant General Counsel at Pantheon Systems, Inc., a high growth SaaS company, Whitney demonstrated strong leadership by mentoring a global team in drafting and negotiating SaaS, partner, license, and vendor agreements. She spearheaded compliance, including data privacy, efforts across multiple jurisdictions, including the US, CA, UK, and IN, and initiated a privacy program including introducing privacy by design principles within the product development lifecycle.

    As Senior Director of Global Commercial Contracts at TASKUS, Inc., Whitney managed and trained a high-performing team in negotiating a wide range of vendor contracts, including SaaS and professional services agreements. She developed robust contract risk management frameworks and oversaw commercial sell-side diligence, contributing to significant risk reduction and compliance improvements. She also supported privacy compliance, particularly with regard to marketing practices.  In a risk reduction move applauded by clients, she implemented a “Culture of Confidentiality” among all members of the organization, starting with employees working on the production floor of this business process outsourcing company.

    Whitney’s tenure at Apple Inc. as Senior Corporate Counsel showcased her ability to navigate complex domestic and international agreements, including intellectual property licensing, technology transactions, benefits agreements and other enterprise transactions. She formulated insurance policy wordings to address evolving risks and technologies under several lines of coverage and actively negotiated policy wording in D&O and E&O programs.

    Prior to her corporate roles, Whitney honed her legal skills at Insurance Law Group, Inc., where she collaborated with specialists across various disciplines to close a wide range of contracts for Fortune 500 clients. Whitney gained her fundamental knowledge of the law at Georgetown University Law Center, where she achived her J.D. with honors.  Later, she enhanced her expertise in risk management and compliance matters by obtaining an LLM in Risk Management and Compliance from Texas A&M University.

    Whitney is an active member of the legal community, holding California and D.C. Bar Memberships and certification as a Certified Information Privacy Professional (CIPP/U.S.). Her commitment to professional development and continuous learning is evident through her volunteer work with the REC Foundation’s VEX Robotics Program.

    With a robust skill set encompassing legal, risk management, and compliance expertise and a creative approach to problem solving, Whitney Stein is a trusted advisor and strategic leader in the legal and business realms. Her track record of success and commitment to excellence make her a valuable asset to any organization she serves.

    Character: Whitney Stein demonstrates integrity, professionalism, and a strong work ethic in all her interactions, earning respect and trust from colleagues and clients alike.

    Knowledge: With extensive expertise in transactional law, data privacy, and risk management, Whitney possesses a deep understanding of complex legal frameworks and industry regulations. Prior to moving to a transactional practice, Whitney was a complex commercial litigator with a record of wins at the briefing stage, avoiding costly, time consuming trials.

    Strategic: Whitney excels in developing and executing strategic plans to navigate legal challenges, mitigate risks, and optimize business outcomes for her clients and organizations.

    Communication: Through clear and effective communication, Whitney articulates complex legal concepts, builds strong relationships, and facilitates collaboration among diverse stakeholders, ensuring alignment and understanding across all levels.


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    Lisa Williams is a versatile professional with a strong track record in marketing, business ownership, and interior design. Currently, as the Marketing Director at Boardsi since February 2021, she has been a driving force behind the company's branding and strategy. Her creative vision and strategic insight have been instrumental in Boardsi's growth and success. With a history of entrepreneurial ventures, Lisa owned Tootsies Shoes, a boutique from February 2017 to September 2019, where she managed sales, accounts, buying, and merchandising. Earlier, at Pottery Barn, she excelled as a Sales and Interior Design Specialist from February 2008 to May 2016, bringing her talent for creating appealing living spaces and exceptional customer service. Lisa's educational foundation was laid at California State University, Chico, where she earned her bachelor's degree in Interior Design in 2004, coupled with active involvement in the Alpha Delta Pi Sorority.