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LEGALTECH® WEST COAST 2009 - June 24-25, 2009

June 25

Tracks

General Counsel

Adopting Web 2.0 Technology

Practice Management

Globalization and International E-Discovery


Emerging technology Session Super Session
Sponsors
7:45 - 8:45

Greening Your Career: A Networking Breakfast for Job Seekers, Law Firms and Vendors

Hosted by

Monica Bay
Editor-in-Chief
Law Technology News, Incisive Media

Speakers:
Brad Blickstein, Principal, Blickstein Group, Inc.

M. Thomas (Tom) Collins, Mark Rollins Adventures

Babs Deacon, Director of Consulting, Integreon

Mary Mack, Corporate Technology Counsel, Fios, Inc.

John Lipsey, Vice President Corporate Counsel Services, LexisNexis

Mark V. Reichenbach, V.P. for Client and Industry Development, Capital Legal Solutions

John Tredennick, CEO, Catalyst Repository Systems

J. Craig Williams, Esq., Sedgwick, Detert, Moran & Arnold, LLP

sponsored by




9:00 - 10:00

The Rule of Law in the Wild Wild West: Ethics & E-Discovery

Moderator:

Carole Basri

Corporate Lawyering Group, LLC,
Adjunct Professor, University of Pennsylvania Law School

Speakers:


The Honorable Judge Andrew J. Peck, United States Magistrate Judge, Southern District of New York

The Honorable Judge Dave Waxse, United States Magistrate Judge, District of Kansas

Tom Allman,
Retired General Counsel
Editor, The Sedona Principles (2nd edition)
10:00 - 10:30 Exhibit Hall Break
10:30 - 12:00

Why Should I Hire You? A General Counsel Discussion

Moderator:
Dawson Horn, III, Esq., Senior Litigation Counsel, Tyco International

Speakers:
Theodore Banks, President, Compliance & Competition Consultants, LLC, Formerly, Chief Counsel - Global Compliance, Kraft Foods

Andrew Hinton, Associate General Counsel and Global Ethics & Compliance Officer, Google, Inc.

Ronke Ekwensi, Senior Director Discovery Operations/Records & Information Management, Pfizer Inc

Five Things Every Practice Should Know about Web 2.0 Technology

Speakers:
Vanessa DiMauro, CEO, Leader Networks

Mark Beese, CMO, Leadership for Lawyers

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

Newly On Your Own: Best Practices for Starting Up New Solo or Small Law Firms

Speakers:Jeffrey S. Krause, Esq.
Legal Technology Consultant,
Krause Practice Management, LLC

Kelly Jones,
Small Business Management & Technology Consultant
BTF Services, Inc/ The 7 Second System

Conducting Discovery Abroad

Moderator:
George I. Rudoy, Director of Global Practice Technology & Information Services, Shearman & Sterling

Speakers:
Michael R. Polin, Esq., The International Law Firm of Michael R. Polin

Browning Marean, Partner, DLA Piper LLP (US)

11:45-12:30

Optimizing the Use of Medical Records in Injury-related Litigation

Speaker:
James Rosen, Vice President,
Strategy and Distribution, MedNeutral LLC

10:30 – 11:45am

Bring it In-House - Minimizing Discovery Costs through Internalizing Process and Technology

Speakers: Michael Bandemer (LECG)

Rob Hichens (LECG)

12:00 - 1:00 Exhibit Hall Break A Judge and A Lawyer – Pardon the Interruption

Speakers: Judge Andrew J Peck (Magistrate Judge for the Southern District of New York) Browning E Marean III, Esq (Partner, DLA Piper)

Moderators: Jim Vaughn (LECG)
Rob Hichens (LECG)

1:00 - 2:00

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

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

Herbert L. Roitblat,
Ph.D., Principal, OrcaTec LLC

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

The Honorable Judge
Anthony J. Battaglia,

United States Magistrate Judge, Southern District of California

1:30pm

A Preemptive ESI archiving strategy enables effective Early Case Assessment

Speaker:
Bill Tolson,
Director of Legal and Regulatory Solutions Marketing

The Great Technology Debate - Search and Automation Technologies Face Off

Moderators:
Michael Bandemer (LECG)

Skip Westfall (LECG)

2:15 - 3:15

What is Twitter and How Can I Use It?

Moderator:
Monica Bay,

Editor-in-Chief,
Law Technology News, Incisive Media

Speakers:
Matthew Homann,
Founder, LexThink LLC

Kevin O'Keefe,
Chief Executive Officer
, LexBlog

Denise M. Howell,
http://imetdenise.com

Nina K. Goldberg, Esq.,
Associate,
Baker & Hostetler LLP

Intellectual Property and Trade Secret Theft - The Role of Computer Forensics

Speakers:
Jim Vaughn (LECG)

Michael Bandemer (LECG)

3:15 - 3:45

Exhibit Hall Break
3:45 - 4:45

How to Analyze the Financial Strengths and Weaknesses of Today's Law Firm

Speaker:
Edward Poll, J.D., M.B.A.,
CMC, Coach, Consultant & Author, Member of the College of Law Practice Management, and Member of the Million Dollar Consulting® Hall of Fame

3:45 – 4:20pm

Metadata - What is all the Hubbub About?

Speaker:
Sergio Kopelev (LECG)



4:20 – 5:00pm

Cloud Computing – Is It the Future of ESI?

Speaker:
Trent Livingston (LECG)



4:45 - 5:00

Exhibit Hall Break
5:00

LegalTech Adjourns

LegalTech Breakfast [Top]

Join us on Thursday, June 25 for a very special event -- an upbeat networking breakfast where we can join forces and provide a boost for those members of our legal technology community who are looking for work. The idea is to provide some job-seekers with "face time" with key vendors and law firm folks -- even if they don't have an open job today — because who knows what tomorrow will bring!
The event will start at 8 a.m., and at 8:30 we'll break up into smaller groups, at each table a leader of our legal tech community will share his or her story about a career transition they faced and how they navigated through it. Among the scheduled speakers:

Hosted by
Monica Bay
Editor-in-Chief
Law Technology News, Incisive Media

Speakers:
Brad Blickstein, Principal, Blickstein Group, Inc.
M. Thomas (Tom) Collins, Mark Rollins Adventures .
Babs Deacon, Director of Consulting, Integreon .
Mary Mack, Corporate Technology Counsel, Fios, Inc.
John Lipsey, Vice President Corporate Counsel Services, LexisNexis.
Mark V. Reichenbach, V.P. for Client and Industry Development, Capital Legal Solutions.
John Treddenick, former litigation partner at Denver's Holland & Hart, who created Catalyst Repository Systems, a spin-off from the firm.
J. Craig Williams, Esq., Sedgwick, Detert, Moran & Arnold.

The Rule of Law in the Wild Wild West: Ethics & E-Discovery [Top]

The current economic crisis is due largely to an unregulated financial industry. With the economy faltering and more and more companies coming under the new administration's microscope, the days of accountability are upon us and the law of the land will change in E-Discovery. Recognizing that compulsory ethics in E-Discovery is rapidly approaching, this essential and timely session is open to all attendees of LegalTech. Gain Ethics CLE while determining how changing attitudes and polices will finally bring law to the wild wild west of E-D.

  • Privacy
  • Safe harbors
  • Attorney Client Privilege
  • Outsourcing
  • Retention
  • Responsibility

Moderator:


Carole Basri
Corporate Lawyering Group, LLC
Adjunct Professor, University of Pennsylvania Law School

Speakers:

The Honorable Judge Andrew J. Peck, United States Magistrate Judge, Southern District of New York

The Honorable Judge Dave Waxse, United States Magistrate Judge, District of Kansas

Tom Allman,
Retired General Counsel Editor, The Sedona Principles (2nd edition)

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

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

Herbert L. Roitblat,
Ph.D., Principal, OrcaTec LLC

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

The Honorable Judge
Anthony J. Battaglia,

United States Magistrate Judge, Southern District of California

  • 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 cutting-edge trial technology: two litigation teams take the hot seat
  • Witness battle-to-win in motion practice
  • Explanatory panel discussion

What is Twitter and How Can I Use It? [Top]

Moderator:
Monica Bay,

Editor-in-Chief,
Law Technology News, Incisive Media

Speakers:
Matthew Homann,
Founder, LexThink LLC

Kevin O'Keefe,
Chief Executive Officer
, LexBlog

Denise M. Howell,
http://imetdenise.com

Nina K. Goldberg, Esq.,
Associate,
Baker & Hostetler LLP

  • What is Twitter and why should 'I' use it?
  • Twitter: "Ultimate Time Waster" or "Great Tool"?
  • From 'huh?" to "a ha!" - one Lawyer's Journey into the Twitterverse: Alternative title "How I Learned to Stop Worrying and Love to Tweet!"
  • Use Twitter without losing time to Twitter
  • Lawyers, Twitter and Client Development
  • How lawyers are using Twitter for sharing and camaraderie among each other

How to Analyze the Financial Strengths and Weaknesses of Today's Law Firm[Top]

Speaker:
Edward Poll,
J.D., M.B.A., CMC, Coach, Consultant & Author, Member of the Million Dollar Consulting® Hall of Fame

We will discuss the metrics and economics of law practice in order to thrive in today's financial and confidence crises. Ed Poll will focus on some of the factors used to measure success. Financial and billing software are merely tools in the more important objective of understanding the economics of a law practice to provide clients with the services they want at a cost they are willing to pay and can afford. We will discuss selected questions you need to ask of your financial and billing software providers to ensure that you get the right technology to help you in the quest for this knowledge. In both litigation and transactional practices, these tools have been important for the success of lawyers.

General Counsel [Top]

In today's economy, meeting your client's goals is more important then ever. What do GCs look for in their representation? We will ask a panel of Senior and General Counsel to address one question - Why Should I Hire You? Hear their unbiased and straight from the hip answers in this dynamic panel sure to increase your ability to attract and retain new business.

Why Should I Hire You? A General Counsel And Senior Counsel Discussion

Moderator:
Dawson Horn, III, Esq., Senior Litigation Counsel, Tyco International

Speakers:
Theodore Banks, President, Compliance & Competition Consultants, LLC, Formerly, Chief Counsel - Global Compliance, Kraft Foods

Andrew Hinton, Associate General Counsel and Global Ethics & Compliance Officer, Google, Inc.

Ronke Ekwensi, Senior Director Discovery Operations/Records & Information Management, Pfizer Inc
  • What do GCs want?
  • How can you appeal to new GCs?
  • How to get the new business
  • Getting inside the head of the GC and of Senior Counsel
  • Cost management and the general counsel

Adopting Web 2.0 Technology [Top]

"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 and how to select the right mix of new Web technologies.

Five Things Every Practice Should Know about Web 2.0 Technology

Speakers:
Vanessa DiMauro, CEO, Leader Networks

Mark Beese, CMO, Leadership for Lawyers

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

Practice Management [Top]

Learn and develop best practices for setting up your own solo or small law firm, from the business side to practice management. You will walk out knowing how to lay a sound foundation, and how to get the best start: setup, HR, software, profitability, efficiency, and enable long term growth and success.

Newly On Your Own: Best Practices for Starting Up New Solo or Small Law Firms

Speakers:

Jeffrey S. Krause, Esq.
Legal Technology Consultant,
Krause Practice Management, LLC

Kelly Jones,
Small Business Management & Technology Consultant
BTF Services, Inc/ The 7 Second System

  • Scaling and growing your business: ensure you are implementing what you can, and should, from the start
  • Emerging information needs: get your information in, get quality information out and get on with your day
  • Taking in clients and initiating billing
  • Managing client information to go to court and represent your client as necessary
  • Working with vendors and outside experts, bookkeepers, accountants, consultants, etc.

Globalization and International E-Discovery [Top]

The right technology can alleviate the burden of an international legal action. The global economy demands a full understanding of complex jurisdictional requirements, IT systems and cultural barriers. These challenges can transform ordinary tasks into cultural and legal minefields. Unprepared counsel and legal support staff face serious consequences with opposing counsel and government agencies with understanding of global issues.

Conducting Discovery Abroad

Moderator:
George I. Rudoy, Director of Global Practice Technology & Information Services, Shearman & Sterling

Speakers:
Michael R. Polin, Esq., The International Law Firm of Michael R. Polin

Browning Marean, Partner, DLA Piper LLP (US)
  • Understanding privacy and data protection
  • Unique challenges of conducting each traditional segment of discovery in the International setting
  • Cultural challenges with examples from selected regions

Emerging technology Session [Top]

Optimizing the Use of Medical Records in Injury-related Litigation

Successful litigation of suits involving medical records—including Product Liability (toxic tort, medical device, pharmaceutical), Personal Injury (auto, general liability, workers comp), Professional Liability (medical malpractice and elder abuse)—often rest on counsel's ability to identify, understand and represent medical facts, in context. MedNeutral will share the latest innovations in medical data processing and electronic record review, designed to support the attorney, paralegal, legal nurse consultant and medical experts. Participants will see new options for optimizing the utility and accessibility of medical records to enhance productivity, improve outcomes and increase collaboration. This session is sure to get your attention.

Speaker:
James Rosen, Vice President,
Strategy and Distribution, MedNeutral LLC


A Preemptive ESI archiving strategy enables effective Early Case Assessment

Civil litigation, especially around employment and contract issues, is a huge problem in these difficult times. A large share of the cost of corporate litigation is the cost of finding and reviewing ESI for both early case assessment as well as your response to the discovery request. ESI can hide anywhere in a corporate infrastructure. Custodian workstations, network share drives, USB thumb drives, CD/DVDs, iPods etc. A centrally managed and fully indexed archive can speed the collection and review of potentially responsive records for early case assessment as well as more fully control and insure the placement of litigations holds.

No matter the size of the case, the first step in addressing the case when you are faced with litigation is whether you have any actual liability. If you have not prepared an ESI collection strategy ahead of time, how will you be able to determine if the case has merit? Should you settle or fight? This presentation will discuss how proactively planning for ESI discovery will dramatically enhance your early case assessment potential as well as reduce your discovery risk and cost.

Speaker BIO:
Bill Tolson
Director of Legal and Regulatory Solutions Marketing

William Tolson has more than 20 years of experience in storage and archiving solutions product marketing and consulting. As director of legal and regulatory solutions at Mimosa Systems, Bill is responsible for the strategy and implementation of Mimosa's legal and regulatory archiving solutions. Bill has helped companies develop and execute global email archiving solutions and electronic document retention strategies, and he has been a featured speaker at several archiving events, including the Government Technology Conferences, ARMA International, and the TechTarget Email Archiving Series. He spent several years as a principal consultant and practice manager leading the eDiscovery and compliance consulting business for Contoural, specializing in storage solutions and email archiving, enterprise content management, and information life-cycle management. Bill is author of the book "The Know It All's Guide to eDiscovery" and co-author of "Email Archiving for Dummies". Previously, Bill held management positions at Hewlett-Packard, Hitachi Data Systems

Super Session [Top]

Bring it In-House - Minimizing Discovery Costs through Internalizing Process and Technology

Discovery costs have skyrocketed in the last few years and companies are looking for ways to manage and internalize the process while leveraging technology to reduce both risk and expense. Learn how to position your corporate legal department with a game plan for the initial phases of the discovery process where the greatest opportunities exist to lower overall costs, mitigate risk, and reduce gaps in communication. Driven by industry expertise, business processes, and technology, LECG experts address the complexities of cost, compliance, and communication and will help you place tools and know-how into your hands… where they belong.

Speakers:
Michael Bandemer (LECG), Rob Hichens (LECG)


A Judge and A Lawyer – Pardon the Interruption

In this Pardon the Interruption style format, you will hear from a leading judge and lawyer on key topics and questions across all areas of discovery. Lunch will be provided. (To the first 50 People)

Speakers:

Judge Andrew J Peck (Magistrate Judge for the Southern District of New York), Browning E Marean III, Esq (Partner, DLA Piper)

Magistrate Judge Andrew J. Peck was appointed US Magistrate Judge for the Southern District of New York in 1995 and served as chief magistrate judge from 2004 to 2005. Judge Peck served as a law clerk to Judge Paul Roney of the Eleventh (then the Fifth) Circuit during the 1977-78 term. He was an associate and then counsel at the law firm Paul, Weiss, Rifkind, Wharton & Garrison from 1978 to 1995. His practice in commercial litigation emphasized entertainment and intellectual property (copyright and trademark) litigation as well as arbitration including service as an arbitrator for the AAA. Judge Peck is an adjunct professor at Cardozo Law School where he teaches a course in pretrial practice.

Mr. Browning E. Marean III
serves as the co-chair of the electronic discovery readiness and response group for DLA Piper. He has consulted numerous clients on the entire lifecycle of electronic discovery. Mr. Marean is a nationally known teacher and lecturer on various topics including electronic discovery, records retention, knowledge management and computer technology. He is co-author of the 2008 edition of Electronic Discovery and Records Management Guide, Rules, Checklists and Forms.

Moderators:
Jim Vaughn (LECG) Rob Hichens (LECG)


The Great Technology Debate - Search and Automation Technologies Face Off

Join this presidential style debate of how leading technology providers approach the indexing, search, and collection of electronically stored information. Just like Mac and PC banter about which operating system is better, come and hear these technology gurus debate their respective approaches to the marketplace.

Moderators:
Michael Bandemer (LECG) Skip Westfall (LECG)

Intellectual Pr operty and Trade Secret Theft - The Role of Computer Forensics

Intellectual property and trade secret thefts are on the rise. Proving or disproving the theft and subsequent use of the stolen information is not always straight forward. Using digital forensic techniques, this session will show you artifacts that may prove to be quite valuable. We will cover important digital artifacts such as file downloading, usage of personal email for sending attachments, continued usage or modification of client documents on removable devices, and data destruction that may show attempts to conceal nefarious activity.

Speakers:
Jim Vaughn (LECG) Michael Bandemer (LECG)

Metadata - What is all the Hubbub About?

In the icy waters of electronic discovery document, content is just the part of the iceberg that breaks the surface. A tremendous amount of pertinent information referred to as metadata (data about the data) is hidden from the casual reader's view. This presentation will cut through the confusion about metadata and help you to truly understand what metadata is, how it can help you, and the risks it presents.

Speaker:

Sergio Kopelev (LECG)


Cloud Computing – Is It the Future of ESI?

Cloud computing is hitting its stride, but is really an old concept that is now dressed for success. With new scalable enterprise storage, increased bandwidth, advanced application integration, and an attractive cost reduction model, current economic climate creates the perfect storm that will propel cloud computing to the forefront of the IT industry. With this will come many challenges surrounding data security, corporate compliance and data collection and preservation.

Speaker:
Trent Livingston (LECG)