Legaltech - An ALM Event

January 29

Tracks	Advanced Electronic Discovery Presented by:	Best Practices and Issues in Information Management for CIOs and IT Presented by:	In-House Counsel: A 360 Degree Review of the Impact of the FRCP Changes on Corporate Counsel Presented by:	Strategic Planning & Legal Technology: Investing, Implementing and Leveraging State of the Art Technology Presented by:	Emerging Technology	Disaster Recovery/ Business Continuity Presented by:	Super Sessions Presented by:
9:00 – 10:00	Keynote Presentation: Is Your Data As Secure As You Think? David A. Thomas, Deputy Assistant Director, Science and Technology Branch, United States FBI Presented by:						9:00-9:45 SS1: Interwoven: Worksite 8 NEIL ARAUJO VP Prof. Svcs & Compliance Interwoven 9:45-10:30 SS2: Workshare: Secure Content Compliance MATTHEW BROWN Director of Product Management Workshare
10:00 – 10:30	Exhibit Hall Break
10:30 – 12:00	AED1: Providing Consistency & Predictability in E-Discovery Moderator: KELLI BROOKS Principal, Forensic Technology Services KPMG LLP Cypress, California SCOTT CARLSON Partner, eDiscovery Task Force Seyfarth Shaw LLP Chicago, Illinois RYAN GARCIA Litigation Counsel Dell Inc. Round Rock, Texas STEPHANIE MENDELSOHN Legal Director of Corporate Records and E-Discovery Genentech San Francisco, California CHRIS PASKACH Partner Forensic Technology Services KPMG LLP Cypress, California	BPIM1: Advanced IT Best Practices JUDI FLOURNOY Chief Information Officer Loeb & Loeb LLP Los Angeles, California PETER LAMB IT Director Torys LLP Toronto, Ontario NEERAJ RAJPAL Chief Information Officer Bryan Cave LLP New York, New York STEVE SKIDMORE IT Director Martin Clearwater & Bell LLP New York, New York	IHC1: Mock Presentation of The New FRCP 26(f) THE HON. RICHARD G. STEARNS U.S. District Court Boston, Massachusetts ARIANA J. TADLER, ESQ. Milberg, Weiss, Bershad & Schulman LLP New York, New York BRADLEY BONDI, ESQ. Kirkland & Ellis Washington, DC	SPLT1: Analysis Software: Is it Imperative for Your Firm? Moderator: BARBARA SCHANE JACKSON Technology Consultant Baker Robbins & Company New York, New York JOHN CALLAHAN Director Thomson Elite Sausalito, California LINCOLN GRAUBARD Manager of Financial Strategic Analysis Thomson Hine Cleveland, Ohio	10:30-11:15 ETM1: Doing More with Less in Discovery: Leveraging your People, Processes & Technology to Advantage Strategies, Tips, Techniques–Moving from Reactive to Proactive in Discovery Panel: CHAD M. PAPENFUSS Litigation Support Administrator Fredrikson & Byron DAVID H.HAINES Executive Vice President, Strategy and Development Exterro, Inc DONALD MCLAUGHLIN, ESQ. Consulting Counsel Litigation Management and E-Discovery Qwest Communications KAREN GREENE, ESQ. Litigation Technology Consultant Baker Robbins & Company TRENT LIVINGSTON Principal, Electronic Discovery Practice LECG, LLC 11:45-12:30 ETM2: Managing Information Security and Enforcing Ethical Walls JOHN HALL President Integration Appliance (IntApp) Palo Alto, CA 94306	DBRC1: Creating Partnerships Between Municipal Government Agencies and the Local Business Community: Preparing for and Responding to Emergencies PETER PICARILLO Executive Director Business Network of Emergency Resource Inc . Developer of the Corporate Emergency Access System (CEAS) New York, New York IRA TANNENBAUM Coordinator of Public/Private Initiatives New York City Office of Emergency Management New York, New York	10:30-11:15 SS3: Microsystems: Word 2007 SHERRY KAPPEL Chief Innovation Officer Microsystem 11:15-12:00 SS4: Handshake: SPS Portals DOUG HORTON CEO and President Handshake Software
12:00 – 1:30	Exhibit Hall Break						12:00-1:30 SS5: Day in the Life of a Legal Professional CYRIL SEBASTIAN Business Productivity Technology Strategist Microsoft Corporation SETH AMERA Corporate Account Manager Microsoft Corporation
1:30 – 3:00	AED2: Developing a Corporate Action Plan for E-Discovery GEOFFREY ARANOFF Director, Information Security Broadcom Irvine, California THOMAS I. BARNETT Special Counsel Sullivan & Cromwell LLP New York, New York KATHRYN A. MCCARTHY Associate Simpson Thacher & Bartlett LLP New York, New York JOHN T. RITTER Vice President Information Security Bank of America Charlotte, North Carolina	BPIM2: Business Process Re-Engineering- Beyond Just Workflow TOM BALDWIN Chief Knowledge Officer Sheppard Mullin Richter Hampton LLP Los Angeles, California ALEX DIAZ Director of Consultant/Client Advocacy Sonnenschein Nath & Rosenthal LLP Chicago, Illinois	IHC2: The Impact of The New FRCP Amendments from the Perspective of the Plaintiff's Bar WILLIAM BUTTERFIELD Partner Cohen Milstein Hausfeld & Toll LLP Washington, DC MANUEL J. DOMINGUEZ, ESQ. Berman DeValerio Pease Tabacco Burt & Pucillo West Palm Beach, Florida	SPLT2: The Future of Legal Technology Moderator: TOM O'CONNOR Director Legal Electronic Documents Institute Bellevue,Washington RICHARD LOWE President Business Information Solutions New Providence, New Jersey RICHARD SELEZNOV Managing Director Huron Consulting Group Houston, Texas	11:30-2:15 ETM3: Your Clients Have Adopted Technology for E-billing and Collaborative Matter Management – Now What? ROBERT "LARRY" CRAWFORD Wyatt, Tarrant & Combs, LLP Memphis, TN STEVEN H. EICHLER, ESQ. Margolis Edelstein, et al. Philadelphia, PA SCOTT R. BRITTON Brenner Ford Monroe & Scott Ltd. Chicago, Illinois JENNIFER PURDIE CT TyMetrix Hartford, CT 2:45-3:30 ETM4: AARON VAN NICE Director of Legal Operations Merrill Lynch & Co., Inc., Office of General Counsel New York, New York	DBRC2: Technology- What is Safe Enough? Proactive Techniques for Protecting Your Data WAYNE WONG Information Technology Consultant Strategic Records & Information Management Consulting Group LexisNexis Applied Discovery Bellevue,Washington	1:30-3:00 SS6: Microsoft BI for Legal TOM JONES Director, Product Management ADERANT Executive Office KASPER ELDAM VP Business Development MindKey WHIT McISAAC President and CEO Client Profiles ELLIOTT ICHIMURA ProfSvc Industry Manager Microsoft Corporation
3:00 - 3:30	Exhibit Hall Break						3:00-4:00 SS7: Mobile Solutions for Legal JERRY FENZEL President & CEO AirTime Manager KIRK FACKRE VP Business Development AirTime Manager WHIT McISAAC President and CEO Client Profiles CHANDRA STEVENS Microsoft Mobility Specialist NORM THOMAS Director Business Development Microsoft
3:30 - 5:00	AED3: Best Practices in Evaluating E-Discovery Strategies Moderator: GEORGE J. SOCHA, JR., ESQ. President Socha Consulting LLC Speakers: JIM LYNCH Partner Latham & Watkins, LLP San Francisco, California PAUL McVOY Litigation Support Operations Manager Jones Day Washington DC LUCIE MILLER Legal Associate/E-Discovery Consultant Eli Lilly and Company Indianapolis, Indiana	BPIM3: Office 2007 - Inside and Out ROBERT HYLER Director of Information Systems Wolf Block Schorr and Solis-Cohen LLP Philadelphia, Pennsylvania DONNA PAYNE CEO Payne Consulting Group Inc. Seattle,Washington	IHC3: Opportunities for Cost Control Associated With the New Rules Moderator: NEIL E. ARESTY President Lextranet Boston, Massachusetts MICHAEL ARKFELD, ESQ. Speaker and Author Arkfeld & Associates Phoenix, Arizona SONYA SIGLER General Counsel Cataphora, Inc. Redwood City, California	SPLT3: The Relevance of Practice Management For Strategic Planning Moderator: ANDREW Z. ADKINS III Associate Director Technology Services Levin College of Law University of Florida Gainesville, Florida BROOK S. BOEHMLER Consultant kCura Corporation Chicago, Illinois JOHN MESSERSMITH Managing Partner Firm Technology Director Kalbaugh Pfund & Messersmith Richmond, Virginia JEFFREY C. SOTLAND Junior Partner Mintzer Sarowits Zeris Ledva & Meyers Philadelphia, Pennsylvania	4:00-4:45 ETM5: Streamline Your EDD Review Workflow with iCONECTnxt	DBRC3: Planning for and Coping with Real Life Disasters (or Near Disasters) Moderator: MONICA BAY Editor-In-Chief Law Technology News, Editorial Director Law Firm Inc. ALM Media Inc. New York, New York RANDY BURKART Director of Business Operations Weil Gotshal & Manges LLP New York, New York ATLAS LEE Former Director of Business Continuity Shook Hardy & Bacon LLP Senior Consultant eSentio Technologies Washington, DC KENNETH J. ORGERON Chief Information Officer Gardere Wynne Sewell LLP Dallas, Texas	4:00-5:00 SS8: Microsoft Search THOMAS BALDWIN Chief Knowledge Officer Sheppard, Mullin, Richter & Hampton LLP ROBERT SACCONE President and CEO XMLaw DAN THOMSEN Senior Information Architect Interse A/S BOB DANIELS Technology Strategist Microsoft Corporation
5:00	Welcome Cocktail Reception for Master Pass Attendees & Exhibitors Only Presented by:
6:00	Welcome Cocktail Reception for Master Pass Attendees & Exhibitors Only Presented by:

Keynote Presentation: Is Your Data As Secure As You Think?

Do you know who is accessing your corporate data? Join us for this fast paced, thought-provoking presentation by David Thomas, United States FBI and former Chief Counterterrorism/Counterintelligence, Criminal Intrusion and Investigations. Learn first-hand what you can do to protect yourself and your shareholders from internal and external threats. Mr. Thomas will discuss ways to secure confidential information illustrated by current and past cyber cases, and review the current issues faced by businesses in the U.S. and around the world.

David A. Thomas, Deputy Assistant Director, Science and Technology Branch, United States FBI, Washington, D.C.

Advanced Electronic Discovery

The Advanced Electronic Discovery track is designed for LegalTech attendees who understand the basics and are looking for ways to improve their e-discovery processes. Attendees will hear about strategies and techniques that leading corporations and law firms employ to prepare for and reduce the overall risk and expense of e-discovery. Learn about new approaches to providing proactive information management and hear how corporations are building innovative strategies through collaboration with legal teams and vendors.

AED1 Providing Consistency & Predictability in E-Discovery
This session is designed to inform corporate and outside counsel about proactive measures that can provide for consistent and predictable E-Discovery. During this session we will present ways to effectively manage the retention and preservation of ESI ("Electronically Stored Information") and will establish the foundation for subsequent sessions in this track. Attendees will learn about approaches that provide proactive data management/retention and E-Discovery. How corporate law departments can better manage E-Discovery by managing the approaches and tools that their outside counsel use in representing them. What are companies doing to address proactive data and records management to prepare for potential litigation and electronic discovery? What steps can you take to develop an effective E-Discovery program?

AED2 Developing a Corporate Action Plan for E-Discovery
Learn how to apply the framework presented in session one of the Advanced E-Discovery Track to objectively assess your firm's level of preparedness for E-Discovery resulting from complex litigation, investigations or compliance issues. Hear how proactive corporate legal teams are successfully building strong E-Discovery strategies by process mapping, installing innovative software tools, and collaborating with outside counsel and select vendors.

AED3 Best Practices in Evaluating E-Discovery Strategies
The practicum for the Advanced E-Discovery Track. Although there are many diverse technology solutions in the marketplace today, there is no one E-Discovery solution that is right for every organization. Come hear the potholes, tribulation and tips for smoothly accelerating your firm's journey toward E-Discovery preparedness. This panel of in house and outside counsel will discuss how they evaluated software vendors and service providers and built a multi-step, phased approach to E-Discovery that balanced the need for both short-term and long-term requirements.

Best Practices and Issues in Information Management for CIOs and IT

These sessions created in conjunction with ILTA, focus on a wide variety of in-depth and practical discussions of strategic IT issues and business practices most affecting the legal profession in 2007. Join us as industry leaders present case studies on IT management best practices and strategies they have found to be successful in their firms. Learn new ways of managing and re-engineering your firm's business processes to take them beyond just workflow, and discuss ways to prepare for Office 2007.

BP1 Advanced IT Best Practices
Join our panel of legal technology CIO's, IT directors and IT managers from a variety of firm sizes as they discuss IT best practices they have implemented in their firms. Each technology leader will share valuable information, focused on topics such as strategic technology planning, IT staffing, remote access, outsourcing, data centers, extranets, blogs, risk management, project management, desktop management, CRM, knowledge management, records management, document management and disaster recovery/business continuity.

BP2 Business Process Re-Engineering- Beyond Just Workflow
Law firms continue to focus on boosting revenue and increasing client satisfaction by optimizing key business processes, such as new business intake, client billing and scores of information management practices throughout the organization. Successful firms are re-engineering some of their business processes. Join our panel of law firm professionals who will discuss how to prioritize projects, create a winning plan with attainable goals, secure management buy-in and sponsorship, and catalyze organizational collaboration throughout the voyage.

BP3 Office 2007 - Inside and Out
2007 is going to be the year of Office 2007. Whether your firm is an early adopter or hangs on for awhile longer, Office 2007 is going to impact your firm's work. Learn about the product and get the inside scoop on the document challenges your users can expect to face. Our speaker(s) provide you with a thorough understanding of the features of Office 2007, the kinds of document behavior you can expect, as well as some of the best practices to follow in bringing your solutions forward to 2007.

In-House Counsel: A 360 Degree Review of the Impact of the FRCP Changes on Corporate Counsel

In-House Counsel bears a significant burden under the new rule changes to the FRCP. This track will provide a 360 degree review of the impact of these rule changes on Corporate America. How to respond to the plaintiffs bar new litigation tactics; Information Retention & Storage – the impacts of the new compliance environment; and real world case studies.

IHC1: Mock Presentation of The New FRCP 26(f)
A mock presentation of the new amendment to the FRCP, which requires the parties to a matter filed in federal court to specifically discuss the location, production and formats for the exchange of electronically stored information as part of the overall case management requirements. The results of the R. 26 (f) conference will typically be incorporated into the R. 16 Case Management and Discovery Order.

IHC2: The Impact of The New FRCP Amendments from the Perspective of the Plaintiff's Bar
Hear what the plaintiff bar is thinking about all of the new FRCP amendments.

IHC3: Opportunities for Cost Control Associated With the New Rules
Corporations are getting hammered by the cost of electronic discovery. Is it cost effective to harvest electronically stored information (ESI) in house using ones own IT department or would it be more cost effective to use an Electronic Discovery Vendor? This session will focus on the total costs associated with the electronic discovery process – from preservation and harvesting through review and production. Specific attention will be focused on cost saving techniques so the corporate law department can prepare budgets for electronic discovery.

Strategic Planning & Legal Technology: Investing, Implementing and Leveraging State of the Art Technology

Technology has significantly improved over the last few years to include more emphasis on strategic and business intelligence analysis. Tools are available to help law firm managers better understand their businesses and make better decisions for the future direction of the firm. The Strategic Planning and Legal Technology Track focuses on the available tools and how to use them to better leverage your firm in today's ever competitive business environment.

SPLT1: Analysis Software: Is it Imperative for Your Firm?
Analysis software is no longer pie in the sky technology. Today's tools provide you with a wealth of information about your firm's business. This session will explore how the emergence of business intelligence financial analysis software will affect the legal community over the next year. Is it imperative for your firm or can you be competitive and profitable without it? Find out what other law firms are doing and saying when it comes to analysis software.

SPLT2: The Future of Legal Technology
What's next for legal technology and what should you be thinking about to prepare your firm for the future? Benchmarking, BI/CI and ERPs are just a few of the hot topics in legal technology these days. In this session, our seasoned panel of experts will discuss what you need to consider when planning your firm's technology future.

SPLT3: The Relevance of Practice Management For Strategic Planning
Many firms struggle with the question of how and why to implement practice management. At it's simplest, practice management is really just a process for organizational management. The real benefit is what it can bring to your firm in terms of strategic planning. At this session, you'll hear how other firms are using practice management tools to gain a competitive edge, become more profitable and the key aspects that need to be implemented in order to make it effective for your firm.

Emerging Technologies

With the proliferation of technology available, it can be hard to distinguish the defining differential of one product over another. This track, OPEN TO ALL ATTENDEES (unless otherwise noted) is purposefully designed to showcase the leading products offered to the legal community today. Based on industry buzz and frequently asked questions, we've invited some of the leading companies to clearly demonstrate how their products and services impact the ways lawyers do business. Each session is a product showcase, dedicated to a limited number of products and services. You won't want to miss these firsthand presentations to help you choose what is best for your firm.

ETM1: Doing More with Less in Discovery: Leveraging your People, Processes & Technology to Advantage
Strategies, Tips, Techniques–Moving from Reactive to Proactive in Discovery
Sponsor: Exterro

ETM2: Managing Information Security and Enforcing Ethical Walls
Security is a crucial IT issue facing law firms. Unlike the traditional technology challenges, security adds a new dimension of ever-present risk. The most effective way to control such risk is by unifying information access control. IntApp offers the only integrated security solution for law firms, enforcing restrictions across applications including DM, records, accounting, CRM, time, portal, search and more. This session will review key information security topics, focusing on ethical walls enforcement, confidential matter protection, litigation holds and protective order compliance.
Sponsor: Int App

ETM3:Your Clients Have Adopted Technology for E-billing and Collaborative Matter Management – Now What?
CT TyMetrix is the choice for e-billing, matter management and performance metrics. Legal departments and claims organizations are under tremendous pressure to skillfully manage their cases while controlling outside counsel legal costs. Forward-thinking companies are adopting matter management and electronic invoicing technology, enabling their internal team to synchronize efforts and improve communication with outside counsel. E-billing continues to gain momentum as more and more corporate law departments, insurance companies, third-party administrators and other claims organizations adopt it to improve efficiencies, control costs and aggregate performance data on outside counsel. Further, matter management systems with collaborative tools allow legal departments and claims organizations to take control of the matter management workflow through centralized access to all matter-related information. This enables law firms and in-house users to quickly assess matter status, financial information, pending work, documents, budget status and strategy information.

The most savvy law firms recognize the benefits of electronic invoicing and collaborative matter management workspaces, fully supporting and quickly complying with their clients' technology requirements.

Join this panel of law firm "thought leaders and rainmakers" as they discuss their experiences with the adoption of e-billing and collaborative matter management technology. They will describe how they use their clients' matter management technology as a vehicle to centrally track and share current information and how they use e-billing to demonstrate how cost effectively they work for their clients.
Session Sponsor: CT Summation

ETM4:
Integrating a comprehensive compliance program into your global legal operations takes vision, strategy, and execution. Learn how Merrill Lynch turned vision into reality by developing an integrated Legal and Compliance operating system to meet the increased regulatory demands placed on the Financial Services Industry.
Sponsor: Mitratech

ETM5: Streamline Your EDD Review Workflow with iCONECTnxt
From capture to review to reporting metrics...learn how you can seamlessly transfer EDD from leading e-discovery tools into iCONECTnxt where you can organize, search, and review EDD in a timely manner. Keyboard shortcuts and an easy-to-use interface allow for quick ramp up and efficient workflow. Use iCONECTnxt reports to monitor review progress, including individual reviewer metrics.
Sponsor: iConect

Disaster Recovery/Business Continuity

Disasters, data safety, data recovery – how do you know when you're on the right track? These sessions will talk about how an emergency plan will save some headaches, how you know when you're protected well enough and how to plan for real-life emergencies.

DBRC1: Creating Partnerships Between Municipal Government Agencies and the Local Business Community: Preparing for and Responding to Emergencies
Municipal government agencies with expertise in DR/BC agencies can be a terrific and cost-effective resource for helping businesses prepare for and respond to crisis. Utilizing their resources can help you limit losses, retain customers and get up and running faster in the event of a major disruption. Join us for this panel discussion, with representatives from NYC OEM, Bnet and local law firms which have successfully partnered with them. Whether you have operations in NYC or elsewhere, this panel will provide you with useful ideas for working with local government agencies to handle emergencies.

DBRC2: Technology- What is Safe Enough? Proactive Techniques for Protecting Your Data
With an ever increasing dependence on technology a law firm's electronic data -- including client files, vital records, and applications -- has become one of the single most important assets of a firm, critical to business continuity. Where do you store your data? How do your attorney's access your data? How do you protect your data?

Hear a panel of technical experts discuss development strategies and implementation of technology solutions including: Data hosting; Offsite storage; Data replication; In-house solutions

DBRC3: Planning for and Coping with Real Life Disasters (or Near Disasters)
From Mother Nature, to terrorist attacks, to a broken water line, you never know when or how your technology infrastructure may be compromised. This panel comprised of IT professionals who have worked to put DR/BC plans in place, will share what worked — and didn't — in real life, including:

• Understanding the DR/BC planning process.
• Different levels of preparation necessary based on law firm needs.
• Best Practices: Educating and convincing law firm management to adopt a DR/BC plan.

Super Sessions

SS1: The Synergy of WorkSite 8 with Microsoft Office 2007
A Compelling Look at What Lies Ahead With Office 2007. Learn how Interwoven is leveraging its relationship with Microsoft to develop even more compelling solutions for the legal industry. Join us as we preview some of the exciting new features of WorkSite!

SS2: Secure Content Compliance with Workshare Professional 5 and Microsoft's latest platforms
Matthew Brown, Director of Product Management at Workshare, will preview how Workshare Professional 5 is now optimized for Microsoft Office 2007 and Windows Vista to deliver the most in document security, accuracy and content control. Learn how Microsoft Office and Workshare Professional can eliminate the need for expensive Adobe Acrobat licenses while providing the ultimate Document Integrity Suite.

SS3: Jumpstarting Your Law Firm's Microsoft Word 2007 Readiness
Jumpstart your Word 2007 preparedness with an overview of the implications for legal document production. From the XML default file format and backward compatibility options to customizing the new "results-oriented" user interface, this session will address the issues that matter most to legal technologists and provide a head start to planning efforts.

SS4: Microsoft SharePoint Portals for Legal and DMS Capability Extensions for a Collaborative Work Experience
Chances are you're familiar with only a few things you can do with a great SharePoint implementation. Extranet with your firms' clients? Workflow for matter intake and expense approval? Team dealroom? Web-based application development? Enterprise search and knowledge management? Departmental DMS? Unified view of all client data across multiple systems? Expand you view and you'll extend what you'll be doing with SharePoint.

SS5: A Day in the Life of a Legal Professional
A showcase of Microsoft's Unified Communication and Collaboration platform in the context of Legal; Powerful information worker tools & technologies working seamlessly together to solve the unique business challenges of the Legal Professional

SS6: Delivering Insight: Microsoft Business Intelligence for Legal
Many law firms want deeper visibility into operational performance and want to be more proactive in managing firm talent, clients and intellectual capital. Join us for discussions on how to improve your Practice Performance Management and optimize your firm's assets across staff, clients and content.

SS7: Enabling the Mobile Legal Professional!
Law firms face challenges addressing requirements for accessing, sharing and managing vital information, while minimizing the cost, complexity and risk associated with mobile technologies. Join us for a discussion on how to best equip a mobile workforce with the communications capabilities they need to be productive.

SS8: Microsoft Search for Enterprise Law Firms; Finding, Using and Sharing content with Microsoft Vista and Office
Microsoft Search Solutions enable legal professionals to find, use and share relevant business data quickly, easily and securely. Search is integrated with other familiar applications and user interfaces so legal professionals can easily use and share the information they find. Join us for this session to learn about Microsoft's Search strategy and to see examples of desktop, intranet and web search.