Mary Jane Wilson-Bilik

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1 ATTORNEY BIOGRAPHY Mary Jane Wilson-Bilik Partner Washington P: E: Education J.D., magna cum laude, Georgetown University Law Center, Articles Editor, Georgetown Law Journal, Order of the Coif Ph.D., Columbia University B.A., magna cum laude, College of New Rochelle Bar Admissions District of Columbia Background For more than 20 years, Mary Jane Wilson-Bilik has helped her insurance company clients comply with the fast-changing requirements of state and federal regulators and successfully respond to state unclaimed property and market conduct examinations and changes in U.S. Securities and Exchange Commission (SEC) regulations, with a particular focus on cybersecurity. Her extensive knowledge of company operations and of insurance, unclaimed property and securities regulation and corporate governance helps clients evaluate and refine compliance procedures to improve positioning with regulators, including unclaimed property administrators and securities and insurance regulators, and to address cybersecurity risks. Mary Jane advises on the development, disclosure and administration of life insurance products, including variable, indexed and fixed products. She assists her clients gauge legal risks and develop solutions, assessing operations and procedures of insurance companies and their affiliates for compliance with federal securities and state insurance and unclaimed property laws and regulations. Experience Advised numerous U.S. life insurers in responding to subpoenas and multistate market conduct examination requests. Counseled a coalition of major life insurance companies on evolving state and federal regulations and other legal developments. Advised insurance company and other clients on unclaimed property audits and remediation strategies. Advised mutual fund and investment adviser on SEC cybersecurity policies and procedures. Advised many U.S. life insurance companies on financial statements. Worked with U.S. life insurance companies sharing same parent in interpreting parental support agreements. Advised insurance company clients on unclaimed property audits. Advised insurance companies on multistate market conduct exams.

2 PAGE 2 Counseled life insurance companies on the redesign of registered separate account products. Advised life insurers on reserve requirements. Represented U.S. life insurance subsidiary of Swiss holding company in development of innovative variable annuities. Worked with SEC staff to seek approval for registration of guarantees and credit support agreements related to variable products. Represented chief compliance officer in SEC inquiry. Counseled on compensation practices. Conducted a privileged information security assessment for a retirement benefits provider with the assistance of a major computer security consultancy firm. Professional Activities Member, Business Law Section, American Bar Association Member, Investment Management Committee, Corporation, Finance and Securities Law Section, District of Columbia Bar Member, Women s Bar Association of the District of Columbia Former Member, Steering Committee, Georgetown University Law Center s Women s Forum Member, Unclaimed Property Professionals Organization (UPPO) Articles California s new data privacy law: What you need to know (Fall 2018) Partnering Perspectives Broker-Dealers and Securities: Top Five Unclaimed Property Issues (Summer 2017) Keanotes Big Data s Unintended Consequences: Can an Algorithm Discriminate? (July 18, 2017) FC&S Legal How Boards Can Prepare for New York s Cybersecurity Regulation (June 2017) Corporate Secretary Special Edition: Governance and Boardroom Key Takeaways from Artificial Intelligence in the Driver s Seat Event (May 3, 2017) Delaware Re-Ups Dubious Unclaimed Property Audit Rules (April 18, 2017)

3 PAGE 3 Insurance Companies and the Fourth Industrial Revolution: Privacy and Security Risks (April 12, 2017) BenefitsPro Addressing Data Privacy Concerns in NHTSA V2V Rules (March 2, 2017) Big Data and Cybersecurity: The Federal Insurance Office Explores New Frontiers for Consumer Protection (Spring 2017) Partnering Perspectives Rule 41 - A Hacking by Any Other Name (Spring 2017) Partnering Perspectives Unclaimed Property Auditors Move Beyond Life Insurers (May 24, 2016) The Final Rule: DOL s Expanded Definition of Investment Advice Fiduciary Under ERISA and Revised Complex of Exemptions (April 12, 2016) Store Credits Aren t Unclaimed Property in California (March 30, 2016) Data Sentinel: The Evolving Role of the Attorney as Protector of Company Data (January/February 2016) FinTech Law Report Price Optimization: 2015 in Review and a Look Ahead (January 27, 2016) Regulators Set Sights on Big Data and Connected Devices (December 29, 2015) Legaltech News What Industry Thinks of the Cybersecurity Bill of Rights (November 10, 2015) Price Optimization: Regulators Struggling with Big Data (June 8, 2015) What Funds Can Take Away From SEC Cybersecurity Guidance (May 7, 2015) Broker-Dealers New Targets of Unclaimed Property Audits (April 10, 2015) Crunching the Numbers in NYDFS Cybersecurity Report (March 4, 2015)

4 PAGE 4 Unclaimed Property Developments in Life Insurance (February 7, 2013) Reprinted with permission from National Association of Life Companies State Insurance Regulatory Developments: Use of Separate Accounts with Guaranteed Products, Contingent Deferred Annuities, Retained Asset Accounts, and Unclaimed Insurance Benefits (November 1, 2012) ALI-CLE Conference on Life Insurance Company Products Course Materials Who Will Benefit From Unclaimed Insurance Property Audits: Beneficiaries? Really? (June 2011) Reprinted with permission from National Underwriter Life & Health Annuity Disclosure Developments (October 2010) ALI-ABA Conference on Life Insurance Company Products Course Materials Proposed Rule 151A: Costs and Controversies (November 2008) ALI-ABA Conference on Life Insurance Company Products Course Materials Broker-Dealer Compliance: Issues All Over the World (May/June 2008) Reprinted with permission from Practical Compliance & Risk Management for the Securities Industry Rule 38a-1: Lessons Being Learned and Future Challenges (November 2005) ALI-ABA Conference on Life Insurance Company Products Course Materials Section 3(a)(8) Revisited: A Review of Federal Regulatory Challenges Facing Issuers of Fixed Insurance Products (November 2003) ALI-ABA Conference on Life Insurance Company Products Course Materials Presentations What s Up with Data Privacy: GDPR, PIPA and now California (November 16, 2018) STEP Bermuda Conference Webcast: What US companies need to know about the California Consumer Privacy Act of 2018 (CCPA) Are you ready? (October 24, 2018) Webcast New York State DFS Cybersecurity Regulation: Are you ready for the next round of requirements? (May 17, 2018) Future of Data Privacy (May 9, 2018) Financial Women's Association 2nd Annual Summit: "The Future of Work" Webcast: 2017 NAIC Insurance Data Security Model Law: New Reporting Rules Following a Cybersecurity Breach (March 29, 2018) Strafford Publications Webcast: Unclaimed Property Audit or VDA Program: The Delaware Dilemma (November 28, 2017)

5 PAGE 5 Cybersecurity: A Regulatory Perspective (December 4-6, 2017) 2017 LOMA Tech and Cyber Summit Webcast: Back by popular demand: What US companies urgently need to know about the EU General Data Protection Regulation (GDPR) (November 29, 2017) Webcast: Unclaimed Property at the Crossroads (September 19, 2017) Webcast: New York State DFS Cybersecurity Regulation: Separating Myth from Reality (July 26, 2017) Transportation Disrupted: Artificial Intelligence in the Driver s Seat (May 3, 2017) Webcast: Unclaimed Property Issues for the Restaurant Industry: Trends, Compliance and Mitigating Your Risk (February 22, 2017) National Restaurant Association Webcast New York Department of Financial Services Cybersecurity Rules: Are You Ready? (January 12, 2017) Big Data and Price Optimization in General Insurance (October 26, 2016) 2016 SOA Annual Meeting Webcast Holders Strike Back: The Future of Unclaimed Property Audits (October 6, 2016) Insurance Trends and Emerging Issues CLE Program (September 12, 2016) Effective Cybersecurity in the 21st Century: Privacy, Policy & Protocol (August 5, 2016) American Bar Association's 2016 Annual Meeting 12th National Forum on Insurance Regulation (July 25-26, 2016) American Conference Institute Webcast: DOL Fiduciary Rule Implementation Planning and Timetable (May 10, 2016) National Association of Women Lawyers Regional General Counsel Institute (April 22, 2016) Cybersecurity: Regulatory Trends & Expectations (March 30 - April 1) LIMRA/LOMA 2016 Regulatory Compliance Exchange To Protect and Preserve: Maintaining Privilege in Unclaimed Audits (March 22, 2016) UPPO Conference 2016 Grappling with Emerging Legal Issues in Cyber Security (March 4, 2016) 2016 Georgetown Law Women's Forum Insurance Regulation: Price Optimization (February 29, 2016) American Conference Institute's 11th National Forum Women, Influence & Power in Law Conference (October 28, October 30, 2015)

6 PAGE 6 Webcast: Real Life Minority Report? - Insurers Grapple With Big Data s Implications (October 20, 2015) New York Insurance Association Cybersecurity Risks and Regulation - They're Coming For You (October 13, 2015) ACLI Annual Conference Webcast: Cloud Computing Risks in Financial Services Companies: How Attorneys Can Best Help In An Increasingly SaaS-ified World (October 8, 2015) Webcast: Cloud Computing Risks in Financial Services Companies: How Attorneys Can Help in an Increasingly SaaS-ified World (July 30, 2015) Webcast: The Price Is Right? Predictive Modeling, Big Data and Price Optimization : Regulatory and Litigation Developments (May 12, 2015) Webcast: Unclaimed Property New Challenges for Broker-Dealers (March 24, 2015) Big Data from the Compliance Perspective What s the Big Deal? (March 19, 2015) LIMRA LOMA Regulatory Compliance Exchange Spotlight on Emerging Developments in Cyber Security, Cyber Governance and Cyber Insurance (February 26, 2015) ACI: Insurance Regulation Summit Webcast: Real Life "Minority Report"? - Insurers Grapple With Big Data's Implications (January 13, 2015) American Council of Life Insurers (ACLI) Annual Conference 2014 (October 19-21, 2014) Webcast: Don't Be the Next CyberAttack Victim: Five Practical Steps Every Company Should Take Now (October 1, 2014) Privacy & Cybersecurity Legislation and Regulation Update (September 18, 2014) Women, Influence & Power in Law Conference Women, Influence & Power in Law Conference (September 18-19, 2014) Selected Hot Topics in Insurance Product Regulation: Trends in Federal and State Regulation (June 12, 2013) AFBC: Association of Fraternal Benefit Counsel The Industry s Views (June 5, 2013) CEFLI Unclaimed Property Summit Meeting

7 PAGE 7 State Insurance Regulatory Developments: Unclaimed Property, Contingent Deferred Annuities, Retained Asset Accounts, and Use of Separate Accounts with Guaranteed Products (November 1, 2012) ALI-CLE Conference Life Insurance Unclaimed Property Settlements Peering Behind the Curtain (July 12, 2012) Sutherland Webinar UPPO Annual Conference (March 11-14, 2012) Unclaimed Property Professionals Organization Navigating Through Uncertainty: Life Insurance Regulation and Unclaimed Property Audits (March 7, 2012) Swiss Re Webinar Top 10 for 2012: 10 Pending Developments All Wealth Management/ Compliance Lawyers Should Be Watching (March 2, 2012) Wealth Management/HIMCO Law and Compliance Law Day Hot Topics in Compliance (March 2, 2012) Wealth Management/HIMCO Law and Compliance Law Day 29th Annual ALI-ABA Conference on Life Insurance Company Products (November 3-4, 2011) ALI-ABA Conference Solvency II, NAIC Solvency Modernization Initiative and Equivalence' (June 23, 2011) Sutherland Webinar 2010 American Law Institute-American Bar Association Conference on Life Insurance Company Products (October 28-29, 2010) The New Age of Responsible Corporate Governance and Risk Management (October 17-19, 2010) American Council of Life Insurers 2010 Annual Conference Developments in the Regulation of Insurance Holding Companies (October 4, 2010) Association of Insurance Compliance Professionals The Model Audit Rule Part 2: What Insurers Need to Know About Internal Control over Financial Reporting (March 10, 2010) Webinar The Model Audit Rule - Requirements, Responsibilities and Compliance: What Insurers Need to Know Now for 2010 and Beyond (February 17, 2010) Webinar Navigating the Changing Landscape of Financial Services Regulation (October 18, October 20, 2009) American Council of Life Insurers (ACLI) 2009 Annual Conference

8 PAGE 8 26th Annual American Law Institute - American Bar Association (ALI-ABA) Conference on Life Insurance Company Products (November 13, November 14, 2008) Forty Act Attorneys of Connecticut, Summer Meeting (August 21, 2008) National Association for Variable Annuities (NAVA) 2008 Compliance and Regulatory Affairs Conference (June 2008) NAVA 2008 Marketing Meeting (February 24-27, 2008) Current Variable Insurance Product Trends and Issues (November 1, 2007) American Law Institute-American Bar Association Conference on Investment Management Products NAVA 2007 Annual Meeting (September 9-11, 2007) Fixed Annuities Class Action Trends and Regulatory Developments (June 6, 2007) The Association of Life Insurance Counsel (May 21-23, 2006) Indexed Annuities: Securities or Not? (April 5 7, 2006) The 2006 LOMA/LIMRA Retirement Industry Conference The 23rd Annual American Law Institute-American Bar Association Conference on Life Insurance Company Products (November 3, November 4, 2005) The Changing Compliance Landscape for Financial Services Enterprises: The New SEC and FINRA Compliance Rules (May 19, 2005) Center for Business Intelligence s Executive Summit on Insurance Compliance, Transparency and Ethical Conduct 40 Act Attorneys' Association of Connecticut (January 13, 2005) Section 3(a)(8) Revisited: A Review of Federal Regulatory Challenges Facing Issuers of Fraud Insurance Products (November 20, November 21, 2003) 21st Annual American Law Institute-American Bar Association Conference on Life Insurance Company Products Assessing Legal and Compliance Risk Management: A Case Study (July 16, July 18, 2003) American Council of Life Insurers (ACLI) Compliance Section Annual Meeting Applying Suitability Precepts to Variable Annuity Sales: Making Sense of the Evolving Federal and State Regulatory Framework (June 25-26, 2001) NAVA Regulatory Affairs Conference Understanding Bonus Annuities: A Regulatory Update (September 18-19, 2000) Institute for International Research

9 PAGE 9 Clerkships Honorable John M. Ferren, U.S. Court of Appeals - D.C. Circuit.

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