• Twitter
  • LinkedIn
LEGALTECH® NEW YORK 2009 - February 2-4, 2009

February 3

Tracks
HHH
Hot, Hot, Hot Topics in E-Discovery

PPM
Strategic Planning & Performance Management for Large Law Firms

WEB 2.0
Adopting Web 2.0 Technology to Gain a Strategic Advantage for Your Practice

SLP
Strategic Litigation Planning

CL
Corporate Legal IT

ETB
Emerging Technologies

SS
SuperSessions

CLE ELIGIBLE

CLE ELIGIBLE

CLE ELIGIBLE

CLE ELIGIBLE

Room Trianon Ballroom Regent Parlor Sutton Parlor South Rendezvous Ballroom Beekman Parlor Sutton Parlor Center
Sponsors
9:00 - 10:00

How eDiscovery is Changing the Relationship Between Law Firms and their Corporate Clients

Session Presented by:

Room: West Grand Ballroom

Speakers:


JOHN W. WOODS
Partner, Privacy and Information Management Practice, Litigation & Intellectual Property Practice, Hunton & Williams LLP

TOM THIMOT
President and CEO
CaseCentral

TIM CROUTHAMEL
Head of Litigation Support
State Farm

SS1

Room: Nassau B - All Day

"e" – Discovery Under the Microscope

SS2

Room: Nassau A - All Day

International eDiscovery

10:30am – 11:45am
Regulatory Challenges to eDiscovery Around the World (EU, Russia, Middle East & Asia)

2:30pm – 3:45pm
International eDiscovery – Perspective from International Firms

4:15pm – 5:30pm
A Shrinking World - International Initiatives in eDiscovery

SS3

Room: New York Suite - All Day

Advanced Proactive Information Risk Management for eDiscovery, Compliance & Legal Hold

10:30am - 11:20am & 2:00pm - 3:00pm
Topic 1: Proven Strategies to Increase Value and Reduce Costs Early in the Litigation Process

11:30am - 12:20pm & 3:00pm - 3:50pm
Topic 2: Hold, Preserve, Collect, or Release? Legal Hold Challenges

12:30pm - 1:20pm & 4:00pm - 4:50pm
Topic 3: Compliance in 2009: What to Expect

SS4

Room: Concourse - All Day

10:30am - 11:45am
Heathcare & eDiscovery from a Corporate Counsel Perspective featuring Bernard Ford and Geoffrey Kaiser

1:00pm - 2:30pm
Mastering the Challenges of Global Discovery: War Stories and How to Avoid Jail

2:30pm - 3:45pm
The Impact of eDiscovery on Insurance Companies

4:00pm - 5:30pm
Vestigate Document Review: Statistically Enabled Workflow

SS5

Room: Concourse B - All Day

8:30am – 9:30am
How Safe is The Safe Harbor?

9:45am – 10:45am
International EDD trends; litigation trends in the UK, Australia & Asia

11:00am – 12:00am
Legal Process Outsourcing – Why the tightening economic climate is driving firms and corporations down this path & what hurdles stand in their way?

12:15pm – 1:00pm
What is Unicode and why Doesn't My Unicode System Work with Japanese
Documents?

1:15pm – 2:15pm
Early Case Assessment and Settlement Assistance tools for Multinational litigations

2:30pm – 3:15pm
Multi Language and Multi Jurisdiction Document Review

3:30pm – 4:15pm
Narrowing Your Data Set With Search

4:30pm – 5:15pm
ALSP Special Session: Marketing Litigation Support Services in Your Firm

5:15pm – 5:45pm
ALSP update

6:30pm
LDSI Cocktail Party

SS6

Room: Concourse D

8:30am-10:00am
Open Text Email Lifecycle Management, eDOCS Edition

10:30am-12:00pm
Reducing eDiscovery Cost and Risk in the Enterprise

SS7

Room: Concourse D

1:00pm - 1:45pm
Don't Be the Next Courtroom Casualty

2:00pm - 2:45pm
Turbo-Charging Attorney Review

3:00pm - 3:45pm
Best of Breed

4:00pm - 4:45pm -
Winning the Battle Before it Begins:

10:00 - 10:30 Exhibit Hall Break
10:30 - 11:45

HHH1:

Data Security 101: An Ounce of Prevention is Worth a Pound of Cure

Alan Brill, Senior Managing Director, Kroll Ontrack

Adam Smith, Terremark

Orin Snyder, Gibson Dunn

Alexander Southwell, Gibson Dunn

PPM1:

Prioritizing Technology Projects during Difficult Economic Times

  • Panel discussion focused around which technology projects to consider /prioritize during difficult economic times.
  • Speakers will talk about financial considerations to gain project approvals.

Moderator:
Dan Tacone, VP Large Law Segment, Elite

Speakers:
Ken Johnsen, Chief Financial Officer, Shearman & Sterling

Joel Sanders, Chief Financial Officer, Dewey & LeBoeuf LLP

Barbara Schane Jackson, Vice President, Hildebrandt, Hildebrandt International

WEB 2.0 1:

Five Things Every Practice Should Know aboutWeb 2.0 Technology

Mary Abraham, Counsel, Debevoise & Plimpton LLP

Lee Bryant, Co-Founder and Director, Headshift

SLP1:

Compliance and Electronic Information: State of the Industry

Moderator:
Michael Simon, Esq., Technology Counsel, Stratify

Panelists:
Brian J. Wycliff, Principal, Forensic Technology Solutions, Pricewaterhouse Coopers LLP

John Jamison, Vice President, Consulting Services, Iron Mountain Information Management, Inc.

Scott McVeigh, Directory, Records Management, Aramark

David White, Senior Associate, Seyfarth Shaw LLP

CL1:

Corporate Legal Department vs. Law Firm Perspectives

Moderators:
David Rohde, Director, Baker Robbins & Company/Thomson-Reuters Litigation Consulting

Pam Downs, Director, Baker Robbins & Company/Thomson-Reuters Litigation Consulting

Panelists:
Suellen Galish, Formerly Vice President and Counsel, NYMEX

Warren Hamel, Partner, Venable LLP

Teresa Britton, Legal IT Systems, Exelon Corporation

James Daley, Partner, Daley & Associates, LLP

Mary Flory, Senior Manager of Practice Support, Dickstein Shapiro, LLP

Laura M. Kibbe, Esq., Director, EDiscovery Services, Thomson Reuters

Eddie Lott, Principal, G-C Partners LLC

ETB1
10:30am
Case Centric Search Strategies – The design and implementation of advanced search and sampling protocols to control the cost of electronic discovery.

ETB2
11:45am
Confessions of an Attorney: What digital dictation system features do attorneys really use - and what features are a waste of money?

11:45 - 12:45 Exhibit Hall Break
12:45 - 2:00

Inside the LegalTech Studio: The Impact of Technology on Legal Leadership and Decisions

CLE ELIGIBLE

Session Presented by:

Room: West Grand Ballroom

Moderator:
CHUCK WILLIAMS
i365, a Seagate Company

Speakers:


JOHN D. GREEN
Chief Information Officer
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC

KAREN COTTLE
SVP, Corporate Secretary and General Counsel
Adobe Systems

RUTH D. HAUSWIRTH, Esq.
Director of Professional Development and Practice Services
Cooley Godward Kronish LLP

2:00 - 2:30

Exhibit Hall Break
2:30 - 3:45

HHH2:

Multilingual Madness: Globalization is Colliding with the Complexity of E-Discovery

Moderator:
Matthew Tulchin, Goodwin Procter

Panelists:
Ken Nourse, Managing Director, Legal Technologies, Asia Pacific, Kroll Ontrack

Charles Cohen, Hughes Hubbard

Michelle Mahoney, Director, Applied Legal Technology, Mallesons Stephen Jaques

Mark Surguy, Pinsent Masons (UK)

PPM2:

Technology Scorecard

  • Session on the state and business implications of legal IT benchmarks
  • Presentation on how the use of carefully defined metrics can help a firm or even a practice group, grow and mature
Barbara Schane Jackson, Vice President, Hildebrandt, Hildebrandt International

WEB 2.0 2:

Best Practices for Online Networking

Moderator:
Robert Ambrogi, Journalist

Panelists:
John Lipsey, Vice President, Corporate Counsel Services, LexisNexis

Vanessa DiMauro, CEO & President, Leader Networks

Eugene M. Weitz, Corporate Counsel, Alcatel-Lucent

Olivier Antoine, Counsel, Crowell & Moring

SLP2:

Role of Advanced Systems in Litigation Planning

Moderator:
Michael Sugrue, Esq., Director Client Development & Strategy, Stratify

Panelists:
Tom Lidbury, Partner, Mayer Brown LLP

Fred Nemeth, Esq., Senior Counsel, Repligen Corporation

John M. Facciola, United States Magistrate Judge, United States District Court of the District of Columbia

CL2:

Matter Management – Is it Time to Re-evaluate your System?

Moderator:
Scott D. Rosenberg, JD, CPA, Managing Director, Huron Consulting Group

Panelists:
Shaheen Javadizadeh, Vice President of Strategic Marketing, Mitratech Holdings, Inc.

Matt DenOuden, National Director of Strategic Accounts, CT TyMetrix

Nick Puschak, Vice President, Product Management, Bridgeway Software Inc

ETB3
1:30pm
De-mystifying Analytics: Next Generation Tools for More Efficient eDiscovery & Review

ETB4
2:45pm
"Email as Evidence: 12 Steps to Ensuring Good Evidential Quality of Email"

3:30 - 5:00

What I Hate About Technology - and what I expect our outside counsel, opposing counsel, vendors & staff to do about it.

CLE ELIGIBLE

Session Presented by commvault, Corporate counsel, LTN :

Room: West Grand Ballroom

Moderators:

MONICA BAY
Editor-in-Chief, Law Technology News
incisivemedia
ANTONY PAONITA
Editor-in-Chief, Corporate Counsel
incisivemedia

Speakers:

ALEXANDER ARATO
Vice President, Associate General Counsel
CA
THEODORE BANKS
former Chief Counsel & Senior Director, Compliance Policy
Kraft Foods Global Inc.
DAVID CAMBRIA
Director of Operations, Law Dept
Aon Corp
DEENA COFFMAN
Discovery Director
Johnson & Johnson
JANINE DASCENZO
Associate General Counsel
GE
KIM TOWNSAN
Senior Manager, Legal Administration
United Technologies Corp.
3:45 - 4:15 Exhibit Hall Break
4:15 - 5:30

HHH3:

May it Please the Court... Defending a Search and Production Protocol – A Trial Technology Experience

Moderator:
Patrick Oot, Director of Electronic Discovery & Senior Counsel, Verizon Legal Department

Panelists:
Jonathan M. Redgrave, Redgrave, Daley, Ragan & Wagner LLP

Craig Ball, President, Craig D. Ball, P.C

Hon. Elizabeth Laporte, Northern District of CA

Dave Chaplin, Kroll Ontrack

Jason R. Baron, Director of Litigation, National Archives and Records Administration

Anne Kershaw, A.Kershaw, PC//Attorneys & Consultants

Derek Howard, Murray & Howard

PPM3:

What Critical Metrics are Most Important for Managing in Today's Economy

Moderator:
Bruce Wilson, VP Business Intelligence, Elite

Speakers:
Paul M. Schwartz, Director of Financial Services, Anderson Kill & Olick, P.C.

John G. Danaher,
Chief Financial Officer, Willkie Farr & Gallagher LLP

Justin Farmer, BI Strategic Consulting Manager, Elite

WEB 2.0 3:

Adopting Web 2.0 Capabilities into your Web Presence

Moderator:
Maia Benson, Director SEM, LexisNexis

Panelists:
Rees Morrison, President, Rees Morrison Associates (RMA): Consults to Law Departments on Management Issues

Roy A. Mura, Esq., Mura & Storm PLLC

David M. Gottlieb, Baker, Sanders, Barshay, Grossman, Fass, Muhlstock & Neuwirth, LLC.

Brian J. Green, Edwards Angell Palmer & Dodge LLP

Roland Goss, Jorden Burt LLP

SLP3:

Alignment vs. Conflict: General Counsel and Outside Counsel

Moderator:
Stephen Whetstone, Esq., VP Client Development & Strategy, Stratify

Panelists:
Ramana Venkata
SVP, Iron Mountain
GM, Stratify

David A. Chaumette, Esq., Partner, Baker & McKenzie LLP

Vicki Clewes, Senior Manager, Commercial Legal Affairs, Gilead Sciences

Deborah Ratterman-Warnecke, Discovery Manager, Sears Holdings Corporation

CL3:

Early Case Assessments & Planning

Moderator:
Bobbi Basile, Director, Digital Mandate

Speakers:
Jay Brudz, Senior Counsel, General Electric

Catherine Kane Ronis, Partner, Wilmer Hale

Gil Greenman, Partner, Williams & Connolly

Woods K. Abbott, Senior Manager of Legal Operations, Six Sigma Functional Champion, Raytheon Company

ETB5
4:00pm
The Seven Deadly Sins of Contract Drafting: How (not) to put your career on the fast track to purgatory.

How eDiscovery is Changing the Relationship Between Law Firms and their Corporate Clients [Top]

John W.Woods
Partner, Privacy and Information Management Practice, Litigation & Intellectual Property Practice
Hunton & Williams LLP
Tom Thimot
President and CEO
CaseCentral
Tim Crouthamel
Head of Litigation Support
State Farm

Room: West Grand Ballroom

This keynote panel discussion will discuss how the relationship between law firms and their corporate clients has changed due to E-discovery. Led by John Woods, this panel will feature corporate general counsels and litigators. from top Fortune 50 companies. Please continue to visit www.legaltechshow.com for additional panelists.

Inside the LegalTech Studio: The Impact of Technology on Legal Leadership and Decisions [Top]

Room: West Grand Ballroom

This high profile, conversational interview with a corporate general counsel, a corporate CIO and a law firm managing director discusses how technology has changed how business is done and what it takes to be ready for litigation and regulatory investigations. Earn 1.5 hours of free cle credits.

Moderator:
Chuck Williams
i365, a Seagate Company

Speakers:

John D. Green
Chief Information Officer
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
Karen Cottle
SVP, Corporate Secretary and General Counsel
Adobe Systems
Ruth D. Hauswirth, Esq.
Director of Professional Development and Practice Services
Cooley Godward Kronish LLP

What I Hate About Technology - and what I expect our outside counsel, opposing counsel, vendors & staff to do about it. [Top]

Room: West Grand Ballroom

Will feature top industry leaders who work in corporate law departments. Come hear about their pet peeves and their wish lists. Whether you are outside counsel, a vendor, or also in GC offices, you're bound to hear pragmatic, real-world information that can help you help your organization - and your own career.

Speakers:
Alexander Arato, Associate General Counsel, CA
Theodore Banks, Former Chief Counsel & Senior Director, Compliance Policy, Kraft Foods Global Inc.
David Cambria, Director of Operations, Law Dept, Aon Corp
Janine Dascenzo, Associate General Counsel, GE
Kim Townsan, Senior Manager, Legal Administration, United Technologies Corp.
Deena Coffman, Discovery Director, Johnson & Johnson

Hot, Hot, Hot Topics in E-discovery [Top]

Room: Trianon Ballroom

From data security and international litigation to ground breaking court room decisions, this track focuses on the most important technical issues and case law in the area of electronic discovery. It will provide the practical strategies and guidance you need to navigate electronic discovery in 2009.

HHH1: Data Security 101: An Ounce of Prevention is Worth a Pound of Cure

  • Preventing valuable assets from slipping into cyberspace!
  • Protect your private information from being shared with the public
  • Best practices to prevent a data breach; establish and implement a data security plan; and enable a data breach response team to act

Alan Brill, Senior Managing Director, Kroll Ontrack
Adam Smith, Terremark
Orin Snyder, Gibson Dunn
Alexander Southwell, Gibson Dunn

HHH2: Multilingual Madness: Globalization is Colliding with the Complexity of E-Discovery

  • Are your discovery documents in ???
  • Manage information across the globe and in multiple languages
  • Understand the unique issues of the collection, filtering, processing and production of relevant multilingual ESI

Moderator:
Matthew Tulchin,
Goodwin Procter

Panelists:
Ken Nourse, Managing Director, Legal Technologies, Asia Pacific, Kroll Ontrack
Charles Cohen, Hughes Hubbard
Michelle Mahoney, Director, Applied Legal Technology, Mallesons Stephen Jaques
Mark Surguy, Pinsent Masons (UK)

HHH3: May it Please the Court... Defending a Search and Production Protocol – A Trial Technology Experience

  • Victor Stanley v. Creative Pipe protocol
  • Subpoenas and FRCP documents
  • Defend your conduct to the federal bench when served a motion to compel
  • Courtroom drama: complete with cuttingedge trial technology: two litigation teams take the hot seat
  • Witness battle-to-win in motion practice
  • Explanatory panel discussion

Moderator:
Patrick Oot, Director of Electronic Discovery & Senior Counsel, Verizon Legal Department

Panelists:
Jonathan M. Redgrave, Redgrave, Daley, Ragan & Wagner LLP
Craig Ball, President, Craig D. Ball, P.C
Hon. Elizabeth Laporte, Northern District of CA
Dave Chaplin, Kroll Ontrack
Jason R. Baron, Director of Litigation, National Archives and Records Administration
Anne Kershaw, A.Kershaw, PC//Attorneys & Consultants
Derek Howard, Murray & Howard

Strategic Planning & Performance Management for Large Law Firms [Top]

Room: Regent Parlor

The market dynamics of 2008/2009 are forcing firms to better manage growth strategies and performance metrics. Learn about the unique and alternative approaches being utilized by global firms today. Hear law firms discuss their strategic plans.

PPM1: Prioritizing Technology Projects during Difficult Economic Times

  • Panel discussion focused around which technology projects to consider /prioritize during difficult economic times.
  • Speakers will talk about financial considerations to gain project approvals.

Moderator:
Dan Tacone, VP Large Law Segment, Elite

Speakers:
Ken Johnsen, Chief Financial Officer, Shearman & Sterling
Joel Sanders, Chief Financial Officer, Dewey & LeBoeuf LLP
Barbara Schane Jackson, Vice President, Hildebrandt, Hildebrandt International

PPM2: Technology Scorecard

  • Session on the state and business implications of legal IT benchmarks
  • Presentation on how the use of carefully defined metrics can help a firm or even a practice group, grow and mature

Barbara Schane Jackson, Vice President, Hildebrandt, Hildebrandt International

PPM3: What Critical Metrics are Most Important for Managing in Today's Economy

  • Panel discussion on the critical metrics that firms need to know in order to make better business decisions and develop a more comprehensive set of performance measures in today's economy.

Moderator:
Bruce Wilson, VP Business Intelligence, Elite

Speakers:
Paul M. Schwartz, Director of Financial Services, Anderson Kill & Olick, P.C.
John G. Danaher, Chief Financial Officer, Willkie Farr & Gallagher LLP
Justin Farmer,BI Strategic Consulting Manager, Elite

Adopting Web 2.0 Technology to Gain a Strategic Advantage for Your Practice [Top]

Room: Sutton Parlor South

"Web 2.0" is a phrase used often these days – even in legal circles.What do new innovations in Web technology mean for today's practice and how can lawyers take advantage of them? Learn what adoption of Web 2.0 technology can mean for your practice, navigate through one of Web 2.0's most compelling applications – online networking – and how to select the right mix of new Web technologies.

WEB 2.0 1: Five Things Every Practice Should Know About Web 2.0 Technology

  • Top five fundamental areas for adopting Web 2.0 technology to today's practice
  • WhatWeb 2.0 can do and What it cannot do
  • Primary challenges
  • Key benefits
  • Gain a strategic advantage using Web 2.0

Mary Abraham, Counsel, Debevoise & Plimpton LLP
Lee Bryant, Co-Founder and Director, Headshift

WEB 2.0 2: Best Practices for Online Networking Exhibit

  • Opportunities in online networking for attorneys
  • Re-energize the traditional, valuable art of networking with tightened budgets, time and resources
  • Growth areas, benefits and challenges of online networking
  • Best practices on selecting a network
  • Gaining the strategic advantage of an online network

Moderator:
Robert Ambrogi, Journalist

Panelists:
John Lipsey, Vice President, Corporate Counsel Services, LexisNexis
Vanessa DiMauro, CEO & President, Leader Networks
Eugene M. Weitz, Corporate Counsel, Alcatel-Lucent
Olivier Antoine, Counsel, Crowell & Moring

WEB 2.0 3: Adopting Web 2.0 Capabilities into Your Web Presence

  • A practical guide for Web 2.0 • Types of Web 2.0 technologies would benefit your practice the most in gaining a strategic advantage
  • How to implement them in your practice
  • How to manage and update them for maximum benefit

Moderator:
Maia Benson, Director SEM, LexisNexis

Panelists:
Rees Morrison, President, Rees Morrison Associates (RMA): Consults to Law Departments on Management Issues
Roy A. Mura, Esq., Mura & Storm PLLC
David M. Gottlieb, Baker, Sanders, Barshay, Grossman, Fass, Muhlstock & Neuwirth, LLC.
Brian J. Green, Edwards Angell Palmer & Dodge LLP
Roland Goss, Jorden Burt LLP

Strategic Litigation Planning [Top]

Room: Rendezvous Ballroom

Reducing costs and minimizing risk puts intense pressure on the technology and processes required for general counsel to meet the overlapping imperatives of compliance, investigations and ediscovery. Simultaneously, the general counsel and outside counsel relationship is changing due to the revised FRCP and the newly adopted FRE 502. Explore the changing dynamics and hard strategic choices facing general counsel, chief compliance officers and outside counsel.

SLP1: Compliance and Electronic Information: State of the Industry

  • Compliance reality, litigation holds and ESI
  • The clash between compliance and eDiscovery imperatives
  • Privilege and privacy in multinational companies and global business
  • Who needs to be involved? Who should be excluded? Where do you start?

Moderator:
Michael Simon, Esq., Technology Counsel, Stratify

Panelists:
Brian J. Wycliff, Principal, Forensic Technology Solutions, Pricewaterhouse Coopers LLP
John Jamison, Vice President, Consulting Services, Iron Mountain Information Management, Inc.
Scott McVeigh, Directory, Records Management, Aramark
David White, Senior Associate, Seyfarth Shaw LLP

SLP2: Role of Advanced Systems in Litigation Planning

  • Integrating eDiscovery into the normal-course-ofbusiness
  • Search and advanced analytical capabilities
  • Preparing for the Rule 26(f) meet and confer sessions
  • Assessing ROI of advanced systems

Moderator:
Michael Sugrue, Esq., Director Client Development & Strategy, Stratify

Panelists:
Tom Lidbury, Partner, Mayer Brown LLP
Fred Nemeth, Esq., Senior Counsel, Repligen Corporation
John M. Facciola, United States Magistrate Judge, United States District Court of the District of Columbia

SLP3: Alignment vs. Conflict: General Counsel and Outside Counsel

  • Ground rules for successfully managing complex ESI discovery
  • The roles, and legal responsibilities, of outside counsel vs. "all-in-one" 3rd party review management
  • New contractual approaches for eDiscovery and review
  • Innovative strategic roles for outside counsel in litigation planning

Moderator:
Stephen Whetstone, Esq., VP Client Development & Strategy, Stratify

Panelists:
Ramana Venkata, SVP, Iron Mountain, GM, Stratify
David A. Chaumette, Esq., Partner, Baker & McKenzie LLP
Vicki Clewes, Senior Manager, Commercial Legal Affairs, Gilead Sciences
Deborah Ratterman-Warnecke, Discovery Manager, Sears Holdings Corporation

Corporate Legal IT [Top]

Room: Beekman Parlor

In conjunction with ILTA, this track is addresses the opportunities and challenges facing today's legal departments. Just like the outside counsel, law departments are under pressure to increase client satisfaction while keeping costs down. The law department/ law firm relationship is critical to working together as a unit to serve the needs of all clients. Various technologies can assist in this goal or may create unexpected issues that need to be addressed properly. Hear practical advice for building stronger relationships between organizations; evaluating Matter Management systems; and recognizing the importance and benefits of early case assessments.

CL1: Corporate Legal Department vs. Law Firm Perspectives

  • Differences between the law department and law firm
  • How these differences affect the way each party uses technology
  • Understand each parties' goals to make the relationship more profitable
  • e-Billing, collaboration/work product sharing, in/out sourcing of litigation support functions–including early issue review, and matter management needs

Moderators:
David Rohde, Director, Baker Robbins & Company/Thomson-Reuters Litigation Consulting
Pam Downs, Director, Baker Robbins & Company/Thomson-Reuters Litigation Consulting

Panelists:
Suellen Galish, Formerly Vice President and Counsel, NYMEX
Warren Hamel, Partner, Venable LLP
Teresa Britton, Legal IT Systems, Exelon Corporation
James Daley, Partner, Daley & Associates, LLP
Mary Flory, Senior Manager of Practice Support, Dickstein Shapiro, LLP
Laura M. Kibbe, Esq., Director, EDiscovery Services, Thomson Reuters
Eddie Lott, Principal, G-C Partners LLC

CL2: Matter Management – Is it Time to Reevaluate your System?

  • Is your matter management system paying off?
  • the newest versions and systems that would greatly benefit your department?
  • A brief overview of just why it might be time for you to re-evaluate

Moderator:
Scott D. Rosenberg, JD, CPA, Managing Director, Huron Consulting Group

Panelists:
Shaheen Javadizadeh, Vice President of Strategic Marketing, Mitratech Holdings, Inc.
Matt DenOuden, National Director of Strategic Accounts, CT TyMetrix
Nick Puschak, Vice President, Product Management, Bridgeway Software Inc

CL3: Early Case Assessments & Planning

  • Address the methods and benefits of conducting early case assessments in a legal department
  • Explore early case assessments when considering whether to initiate a plaintiff action

Moderator:
Bobbi Basile, Director, Digital Mandate

Speakers:
Jay Brudz, Senior Counsel, General Electric
Catherine Kane Ronis, Partner, Wilmer Hale
Gil Greenman, Partner, Williams & Connolly
Woods K. Abbott, Senior Manager of Legal Operations, Six Sigma Functional Champion, Raytheon Company

Emerging Technologies [Top]

Room: Sutton Parlor Center

ETB1: Case Centric Search Strategies – The design and implementation of advanced search and sampling protocols to control the cost of electronic discovery.
Sponsored by Servient

As the volume of data that must be addressed in litigation continues to accelerate at a substantial pace, the electronic discovery process used in years past is not up to the task. An iterative and collaborative approach in designing a search and sampling protocol is essential. This program addresses the design and implementation of search and sampling protocols that are appropriate to the nature of the case.

Speaker:
Ian J. Wilson, Founder & CEO, Servient

ETB2: Confessions of an Attorney: What digital dictation system features do attorneys really use - and what features are a waste of money?
Sponsored by Philips

More than 30 digital dictation solutions were introduced to the US legal industry over the last two years. Dozens of "essential" features were promised that would allow attorneys to "save time and money." But what does an attorney really need -- and what features are just unnecessary?

Enjoy 45 minutes of entertaining presentation topics that include speech recognition, dictation with BlackBerry devices, integration of document management and the challenge to get young lawyers off their keyboards.

The presenter will be Florian Schwiecker, attorney and founding partner of a German law firm and, since October 2008, Director of Philips Speech Consulting North America. Before joining Philips, Florian was the CEO and a shareholder of DictaNet, the most successful European dictation solution provider that has equipped over 3,000 law firms.

ETB3: De-mystifying Analytics: Next Generation Tools for More Efficient eDiscovery & Review.
Sponsored by Inference

Change is here. Attorneys and general counsel realize that the volume of data involved in review today requires new tools and techniques. This session will discuss conceptual search and analytics and directly address the critical questions that must be asked:

  • What is analytics? Can I trust it?
  • How are baseline tools integrated with analytics?
  • What is the right tool for me?
  • What is the value? What is the risk?

Join us for a lively presentation and discussion that will focus on the different types of analytics available and how the application of Inference's advanced conceptual analytics tools can help to target and accelerate your review.

Speaker:
Nicholas Croce, President, Inference Data

ETB4: "Email as Evidence: 12 Steps to Ensuring Good Evidential Quality of Email"
Sponsored by Mimecast

Email is evidence. Because of this, email is more than just a filing and storage challenge. Legal firms and attorneys must be equipped to take control of litigation, therefore, email authenticity must be unquestionable with a strong chain of custody, constant availability and tamper-proof security measures. With the emergence of email as evidence in the courtroom, it becomes a concern for every law firm to have auditable evidence trails.

During this session, you will learn the 12 steps to gain control of your electronically stored data... plus:

  • The legal obligation to give eDiscovery of electronically stored data
  • The downsides of a fractured email environment
  • Steps you can take to repair a fractured email environment

Speaker:
Dr. James Blake, Chief Product Strategist, Mimecast

ETB5: The Seven Deadly Sins of Contract Drafting: How (not) to put your career on the fast track to purgatory.
Sponsored by Exari

When the economy goes bust, bad things can happen to people who draft bad contracts. It's not like the boom years. Companies cut costs. Companies kill deals. Companies fail. And everyone takes a long hard look at their contracts to find any weak link or loophole they can use to their advantage. It's a dangerous time. This session ranks the seven most deadly sins of contract drafting in a downturn, gives real-world examples of what happens to those who ignore them, and recommends steps you can take to protect yourself.

Speaker:
Jamie Wodetzki, Founder and Special Counsel, Exari Systems, Inc.

SuperSessions [Top]

SS1: "e" – Discovery Under the Microscope
Sponsored by Encore

Room: Nassau B - All Day

In today's litigation environment it is important to understand the integration of technology within the legal process. This session will follow the workflow of the EDRM litigation model with industry experts discussing ways to implement technology to help manage and support the voluminous amount of information while reducing the costs and exposure to these litigations. These selected discussion topics will demonstrate proven techniques, solutions and innovations to assist corporations, government agencies and law firms in achieving favorable results. These topics are arranged to match the lifecycle of a litigation to include litigation readiness, forensic and data acquisitions, eDiscovery and data minimization, web hosting, reviews and productions.

Speakers:
Hemanth Salem
, Vice President of Professional Services, Encore Discovery Solutions
Donald Myers, Littler
Warren Kruse, Vice President of Data Forensics and Analytics, Encore Discovery Solutions
Michael Schubert, Vice President of Operations, Encore Discovery Solutions
Geoff Schmidt, Director of Electronic Discovery Services, Encore Discovery Solutions
Bryon Bratcher, Regional Litigation Support Manager – West Coast, Midwest Practice Technology Services Group, ReedSmith
Steve Moore, Senior Vice President of Web Consulting, Encore Discovery Solutions
Andrew Sieja, President & CEO, kCura Corporation

SS2: International eDiscovery
Sponsored by TRILANTIC

Room: Nassau A - All Day

The International eDiscovery SuperSession, hosted by TRILANTIC, will present three panels with industry experts from global law firms and corporations who have experience in dealing with international collections, to discuss the regulatory challenges in dealing with eDiscovery around the world. The sessions will also address the understanding and complying with local regulations and privacy laws, processing and reviewing documents in different languages, and dealing with special logistics when setting up and managing a review.

10:30am – 11:45am
Regulatory Challenges to eDiscovery Around the World (EU, Russia, Middle East & Asia)

Moderator:
Browning Marean
, Partner, DLA Piper

Panel:
Laura Kibbe, Director of eDiscovery Consulting, Thompson
Foster Gibbons, Head of Litigation Support, Pfizer
Madeleine McDonough, Partner, Shook Hardy & Bacon
Maria Lerner, Associate, Fulbright & Jaworski

2:30pm – 3:45pm
International eDiscovery – Perspective from International Firms

Moderator:
George Rudoy
, Global Head of Practice Support, Shearman & Sterling

Panel:
Vince Neicho, Litigation Support Manager, Allen & Overy - UK
Michelle Mahoney, Head of Practice Support, Mallesons Stephen Jaques - Aus
Florinda Baldridge, Global Head of Practice Support, Fulbright & Jaworski - US

4:15pm – 5:30pm
A Shrinking World - International Initiatives in eDiscovery

Moderator:
George Socha, Socha Consulting

Panel:
Former U.S. Magistrate Judge Ron Hedges, Partner, Nixon Peabody
Chris Dale, Consultant, UK-based e-Disclosure Information Project
Jo Sherman, Advisor to the Australian Courts

SS3: Advanced Proactive Information Risk Management for eDiscovery, Compliance & Legal Hold
Sponsored by Autonomy

Room: New York Suite - All Day

The increase in litigation and specter of new regulations caused by the financial crisis, combined with the information explosion, requires that corporations and law firms seek advanced technology to understand the meaning of and manage large volumes of data.

10:30am - 11:20am & 2:00pm - 3:00pm
Topic 1: Proven Strategies to Increase Value and Reduce Costs Early in the Litigation Process

Leap ahead using new techniques to create exceptional value early in the process, achieving this through:

  • Early culling and assessment across languages and data types
  • Integrated processing, advanced search, analytics, and non-linear review

Speakers:
Chris Dale, E-Disclosure Information Project
Deborah Baron, VP, Legal and Compliance, Autonomy

11:30am - 12:20pm & 3:00pm - 3:50pm
Topic 2: Hold, Preserve, Collect, or Release? Legal Hold Challenges

Litigation and investigations require effective identification, preservation, collection, and disposition. A global, mobile workforce, more complex cases, and courts expecting concrete action require legal and IT be prepared.

Advances in Technology solve these challenges through automation.

Speaker:
Jack Halprin, Esq., VP, eDiscovery and Compliance, Autonomy

12:30pm - 1:20pm & 4:00pm - 4:50pm
Topic 3: Compliance in 2009: What to Expect

Compliance failures, along with pressure placed on political and regulatory bodies, will lead to new compliance requirements such as:

  • New products and entities subject to regulation
  • Required global policy management
  • Coordination between legal and compliance platforms

Speaker:
George T. Tziahanas, Esq., VP, Compliance, Autonomy

SS4: Sponsored by Navigant Consulting

Room: Concourse A - All Day

10:30am - 11:45am
Heathcare & eDiscovery from a Corporate Counsel Perspective featuring Bernard Ford and Geoffrey Kaiser

Hear perspectives from a panel of experts and corporate counsel regarding healthcare regulations vs. eDiscovery obligations.

Speakers:
Bernard Ford and Geoffrey Kaiser

1:00pm - 2:30pm
Mastering the Challenges of Global Discovery: War Stories and How to Avoid Jail

Featuring a panel of attorneys from law firms and corporations overseas.

2:30pm - 3:45pm
The Impact of eDiscovery on Insurance Companies

A panel of experts and corporate counsel from the Insurance industry will be sharing their viewpoints on the impact of eDiscovery on the Insurance industry.

Speakers:
Andrea Tecce from Navigant Consulting and Browning Marean from DLA Piper

4:00pm - 5:30pm
Vestigate Document Review: Statistically Enabled Workflow

Learn how to significantly reduce costs and control the quality of your document review through the use of Vestigate.

Speakers:
Joe Mann, Managing Director, Navigant Consulting
Andrea Tecce, Managing Director, Navigant Consulting
Greg Osinoff, President, Digital Mandate
Former Judge Ronald J. Hedges

SS5: Sponsored by Legal Document Services International

Room: Concourse B - All Day

8:30am – 9:30am
How Safe is The Safe Harbor?

This session will review the data protection issues at stake in international litigations, and analyze how effective the safe harbor provisions have been in protecting these. We will go on to discuss the types of litigations involved in safe harbor considerations, and what is at stake in the protection of data.

This session will be a panel style format of leading experts experienced in each of these markets

9:45am – 10:45am
International EDD trends; litigation trends in the UK, Australia & Asia

This session will feature a round the world review of the current status of the way in which electronic discovery is handled in various jurisdictions around the world, and what decisions, changes and modifications have been made by the courts and legislators as they grapple with the new world of electronic evidence.

This session will be a panel style format of leading experts experienced in each of these markets

11:00am – 12:00pm
Legal Process Outsourcing – Why the tightening economic climate is driving firms and corporations down this path & what hurdles stand in their way?

This session will review law firm's immediate drivers that are pushing them toward LPO. It will go on to discuss the strategic and tactical issues they face in adopting an outsourcing model for a variety of different aspects within their firms.

This session will be a panel style format of leading experts experienced in each of these markets

12:15pm – 1:00pm
What is Unicode and why Doesn't My Unicode System Work with Japanese Documents?

This seminar will review the unique issues of managing a foreign language data project and include a discussion on:

  • Review workflow - limitations, things to consider,
  • Searching - the false comfort of searching character-based languages (Chinese/Japanese/Korean)
  • Relevancy vs. Accuracy - how can translation best be used and within budget

This session will be a panel style format of leading experts experienced in each of these markets

1:15pm – 2:15pm
Early Case Assessment and Settlement Assistance tools for Multinational litigations

This session will review the importance of Early Case Assessments in the success of a litigation project and how they can be used to lower costs in cases where data is stored in locations all across the world. We will discuss companies current drivers to settle litigation, and how these tools can be used to make key decisions on whether to settle or litigate, and subsequently make decisions on the course of action.

This session will be a joint presentation by Kazeon and LDSI

2:30pm – 3:15pm
Multi Language and Multi Jurisdiction Document Review

This seminar will focus on a host of issues common to multi-national litigations including:

  • Data Protection
  • Translation and bulk translation
  • Foreign language OCR
  • Logistics for managing multilingual Teams
  • Language identification
  • Loading and using search methods in non-European language collections.
  • Controlling Costs

This session will be a panel style format of leading experts experienced in each of these markets

3:30pm – 4:15pm
Narrowing Your Data Set With Search

This session will feature a review of searching technologies, and feature discussions on Boolean search construction, sampling and continuous process improvement to ensure the efficacy of search

This session will be led by LDSI's CTO, Noel Kilby, and accompanied by leading experts in search technologies.

4:30pm – 5:15pm
ALSP Special Session: Marketing Litigation Support Services in Your Firm

Information about how best to market litigation support services within a law firm will be discussed from three perspectives: a long-term firm employee, a paralegal promoted to litigation technology specialist and a former litigation support vendor. This session will present strategies for increasing awareness within a firm of the litigation support services available and provide tips for finding and managing litigation support opportunities in the firm.

Speakers:
Barbara Bennett, Litigation Support Manager, Dickinson Wright PLLC
Vanessa Lozzi, Litigation Technology Specialist, Butzel Long
Beth Niepokuj, Litigation Support Manager, Plunkett Cooney

5:15pm – 5:45pm
ALSP update

This session will update attendees on the current status of ALSP, the litigation support certification process and introduce the new executive board, board members and chapter presidents.

6:30pm
LDSI Cocktail Party

Speaker:
George T. Tziahanas, Esq., VP, Compliance, Autonomy

SS6: Sonsored by Open Text

Room: Concourse D - 8:30 am - 12:00 pm

Reduce risks and costs in today's tough economic and regulatory environment with Open Text's Legal and eDiscovery solutions.

Please join us in this session to learn more about Open Text's Legal and eDiscovery solutions. Find out how our solutions can help legal departments and the enterprise reduce risks and costs in today's increasingly tough economic and regulatory environment. This session will provide an overview and demonstration of the expanded email management offerings for eDOCS customers, as well as our new eDiscovery solutions,

8:30am - 10:00am
Open Text Email Lifecycle Management, eDOCS Edition

Combining fundamental document and records management with email filing and archiving capabilities, the new email solutions for eDOCS customers will help organizations define, secure, and control the processes by which emails are managed, retained, and disposed, providing key benefits such as improved productivity, better email system performance, reduced storage, and IT costs.

Presenter:
Erik Schmidt
, Accounts Manager, Open Text Corporation

10:30am - 12:00pm
Reducing eDiscovery Cost and Risk in the Enterprise

Open Text, in collaboration with Recommind, will outline the techniques and tools being adopted by forward-looking organizations to control the costs and risks associated with eDiscovery.

Presenters:
Stephen Ludlow
, Program Manager, eDiscovery, Open Text Corporation
Craig Carpenter, VP, Marketing, Recommind

SS7: Sponsored by Océ Business Services

Room: Concourse D

1:00pm - 1:45pm
Don't Be the Next Courtroom Casualty

Centralize and streamline evidence management. Panel discussion.

2:00pm - 2:45pm
Turbo-Charging Attorney Review

Save money AND blow away the competition. Bill Herr industry expert offers 10 key strategies for success.

3:00pm - 3:45pm
Best of Breed

CaseData ASP, the newest innovation in large scale document review by Océ Business Services

4:00pm - 4:45pm
Winning the Battle Before it Begins

Effective records management and avoiding costly discovery