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LEGALTECH® NEW YORK 2010 - February 1-3, 2010

February 2

Tracks

ED
The Implications of Bringing E-Discovery In-House

TLM
Transforming Litigation Management

CM
Cost Management


LT
Leveraging Technology or Technology in Practice

CL
ILTA – Corporate Legal IT

KW
Kroll Ontrack Litigation Technology Workshop
ETB
Emerging Technology - OPEN TO ALL
SS
Super Sessions - OPEN TO ALL
Room Trianon Ballroom Rendezvous Ballroom Regent Suite Sutton South Sutton North Nassau A/B New York Suite
Sponsors
9:00 - 10:00
Keynote Presentation - OPEN TO ALL

Facebook: Perspectives on Corporate eDiscovery and Social Media

Sponsored by:

Speaker:
Mark Howitson,
Deputy General Counsel, Facebook

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

ED1:

The Risks and Rewards of Bringing E-Discovery In-House:

George J. Socha, Jr., Esq.
Socha Consulting LLC

Stuart W. Hubbard,
Firmwide Lit. Supt. and E-Discovery Manager,
Schiff Hardin LLP

Seth D. Rothman,
Attorney,
Hughes Hubbard & Reed LLP

Johannes Scholtes,
Chief Strategy Officer,
ZyLAB


James F. Dawson,
CSSLP, Manager Forensic, Technology Services,
KPMG LLP

TLM1:

In-house or Outsource E-discovery?

Scott Cohen,
Director of Practice Support,
Proskauer Rose LLP

Craig Ball,
Attorney and Forensic Technologist,
Certified Computer Forensic Examiner,
Craig Ball

Marilyn Caldwell, Lowenstein Sandler LLP

Michelangelo Troisi, Senior Counsel & Director of Risk Management, Samsung Electronics America, Inc.

CM1:

Reducing Costs While Acquiring and Keeping the Technology You Need

Andrew Z. Adkins III,
Director, Legal Technology Institute, University of Florida Levin College of Law

Barbara M. Gueth, Senior Manager for Legal Technology Services,
ROPES & GRAY LLP


Cathleen P. Peterson, Special Attorney, Director of Document Review Services,
Orrick, Herrington & Sutcliffe LLP


Mollie C. Nichols, Director of Litigation Technology,
Goodwin Procter LLP

Ruth C. Hauswirth, Esq., Director of Professional Development and Practice Services, Cooley Godward Kronish LLP

Gary Tully,
Director, Legal Operations,
Qualcomm, Inc

LT1:

Removing Paper from the Office

Dan O'Day,
Senior Director,
Elite

Steven B. Levy,
Lexician

Russell Ascher,
Chief Financial Officer,
McCarter & English LLP

Valerie Kerr, Financial Systems Manager, Dewey & LeBoeuf LLP

CL1:

The Economics of Litigation – Eliminating the "Discovery" in Litigation Discovery

Moderator:
Anne Kershaw,
Founder, Senior Attorney & Consultant,
A. Kershaw, P.C. // Attorneys & Consultants

Joanne Lane,
Director – eDiscovery Strategy & Litigation Support,
MetLife

Allison Brecher,
Senior Litigation Counsel and Director of Information Management & Strategy,
Marsh & McLennan Companies, Inc

John Thompson,
Analyst, IT Litigation,
Purdue Pharma

KW1


An Ounce of ESI Prevention is Worth a Pound of ESI Cure

David Canfield, Managing Consultant, ESI Consultant,
Kroll Ontrack


Monica Latin,
Carrington Coleman

Jaideep Singh,
Verizon

ETB1


10:30am

What's Next: Emerging Technology and a Defensible Process in 2010 and Beyond


ETB2


11:45 am

Location:
Sutton Parlor Center

iCyte - and the End of Lost Research



ETB3

1:30 pm

Location:
Sutton Parlor Center

Beyond Email: Legal and Practical Implications of 21st Century eDiscovery & Legal Review




ETB4

2:45 pm

Location:
Sutton Parlor Center

Why Heads are in the Clouds – Exploring Cloud Computing and SaaS



ETB5

4:00 pm

Location:
Sutton Parlor Center

What You Don't Know Can Hurt You

SS1



9am -5pm

The eDiscovery Truth from the Judges, Attorneys, General Counsel & IT Professionals



9:00AM - 10:00AM
The Ten eDiscovery Commandments: The Judges Speak

10:15AM-11:15AM
Authenticity and Admissibility: Enterprise ESI Management, Information Governance and the Chain of Custody challenge

11:45AM-12:45PM
"eDiscovery for Dummies" - The New Book

1:00PM-2:00PM
The Future of eDiscovery: Emerging Trends in Law and Technology and How they Change Your Business

2:15PM-3:15PM
eDiscovery War Stories: The Dirty Truth from the eDiscovery Trenches

3:20PM-4:20PM
Bringing eDiscovery In-House: In-sourcing, Outsourcing and eDiscovery Zen

4:30PM-5:30PM
Internal Investigations: The Scoop on Employment Suits and Risk Management

Who is the Custodian? Legal Loopholes with SharePoint and other Collaborative Tools

SS2

Room:
Sutton Parlor Center Room

FULL DAY:
8:30-5:pm



Whatever Happened to Rule 1?

08:30 - 09:45
Can we have our cake and eat it, too? Cooperation vs. zealous advocacy.

10:15 - 11:30
How much justice can we afford? Rescuing civil justice from the costs of eDiscovery.

12:45 - 2:00
Is the tail wagging the dog? Winning on the law instead of winning on eDiscovery

2:30 - 3:45
The Good, the Bad, and the Ugly? International judges panel comparing different legal systems and eDiscovery approaches

4:15 - 5:00
Refreshments

SS3

Room:
Concourse
1 pm - 4pm



Acrobat 9 Pro: Award Winning Software for Legal Professionals


SS4

Room:
Concourse G
8:30 am - 12:30 pm



Controlling Discovery Expenses in 2010


9:00 AM
Achieving a Cost-Efficient, Defensible Document Review

10:00 AM
Best Practices for a Successful Multinational E-Discovery

11:00 AM
Implementing and Using Joint Repositories

SS5

Room:
Concourse H
10:30 AM-12:00 PM



Shifts in Legal Paradigms: Towards Defensible Search and Review



SS6

Room:
Concourse A
9:00 AM-12:00 PM



What the Future Holds for Litigation and eDiscovery Technology


9:00 AM – 10:00 AM: iBlaze – The new features of iBlaze 3.0 and  special tips for advanced users

10:00AM –11:00 AM: CT Summation – eDiscovering the Future

11:00 AM – 12:00 PM: Government Agencies Increased Attention to eDiscovery




11:45 - 12:45 Exhibit Hall Break
12:00 - 1:00

Amending the Federal Rules of Civil Procedure - OPEN TO ALL

Sponsored by:

Moderator:
Patrick Oot,
General Counsel, eDiscovery Institute; Former Director of Electronic Discovery and Senior Counsel, Verizon


Panelists:
Hon. John Koeltl, Southern District of New York, Advisory Committee on the Federal Rules of Civil Procedure
Tom Allman, Former General Counsel, BASF
Al Cortese, Lawyers for Civil Justice
Amor A. Esteban, Shook, Hardy, and Bacon, San Francisco
Shannon Smith, Esq., E-Discovery Specialist, CommVault

12:45 - 2:00

Taking Compliance and eDiscovery to the Cloud - OPEN TO ALL

Sponsored by:

Moderator:
Deborah Baron, Vice President, Legal & Compliance, Autonomy, Inc.

Speakers:
Jason R. Baron, Director of Litigation, National Archives and Records Administration & Co-Chair, The Sedona Conference(R) Working Group on Electronic Document Retention & Production
Browning E. Marean, Partner, DLA Piper
Wayne Matus, Partner, Pillsbury
Karla Wehbe, Senior Information Resource Manager, Risk Management, Bechtel
Brian Weiss, VP eDiscovery & Information Governance, Autonomy

2:00 - 2:30

Exhibit Hall Break
2:30 - 3:45

ED2:

The Role of Microsoft SharePoint® and Text-Mining in Early Case Assessment and Legal Holds

Seth D. Rothman,
Attorney,
Hughes Hubbard & Reed LLP

Johannes Scholtes,
Chief Strategy Officer,
ZyLAB

George J. Socha, Jr., Esq.
Socha Consulting LLC

James F. Dawson,
CSSLP, Manager Forensic, Technology Services,
KPMG LLP

TLM2:

Winning Litigation Support Teams

Moderator:
Beth Patterson,
Director – Applied Legal Technology,
Allens Arthur Robinson


Stephen Dooley,
Manager of Electronic Discovery and Litigation Support,
Sullivan & Cromwell LLP

Nick Eglevsky,
Litigation Support Manager,
Kelley Drye and Warren

Bill Onwusah, Litigation Support Manager,
Lovells

CM2:

Reducing Litigation Costs

James Mitchell,
Managing Director,
Huron Consulting Group

Pamela Roberts,
Head of Legal Discovery Services,
Novartis Pharmaceuticals Corporation

Glen McFarlane,
Executive Director,
JPMorgan Chase & Co.

LT2:

Business Continuity and Disaster Recovery

Dave Cunningham, Consultant, Hildebrandt Baker Robbins

Nick L. Krishnani,
Head of Global Infrastructure & Security,
Paul, Weiss, Rifkind, Wharton and Garrison LLP

Cliff Forrester,
Manager of IT Shared Services,
Shearman & Sterling

CL2:

Legal Technology and the Law: Collaboration Strategies in the Legal Marketplace

Moderator:
Risa Schwartz,
Head of Knowledge Management, Legal,
Cisco

Sandy Owen,
Operations Director, Legal and Corporate Affairs,
Intel

Clark Cordner,
Director of Practice and Client Services,
Orrick, Herrington & Sutcliffe LLP

KW2:

Ease Litigation Woes with Skilled Data Management: Early Case Assessment, Processing, Review and Production Practices

Jonathan Sachs,
Legal Consultant,
Kroll Ontrack


Jennifer Tomaino, Verizon

Dave Walton,
Cozen O'Connor

3:45 - 4:15 Exhibit Hall Break
4:15 - 5:30

ED3:

How Corporations Can Operate Most Effectively with Outside Counsel

Stuart W. Hubbard,
Firmwide Lit. Supt. and E-Discovery Manager,
Schiff Hardin LLP

Seth D. Rothman,
Attorney,
Hughes Hubbard & Reed LLP


Johannes Scholtes,
Chief Strategy Officer,
ZyLAB

Paul Weiner,
National E-Discovery Counsel,
Littler


George J. Socha, Jr., Esq.
Socha Consulting LLC

James F. Dawson,
CSSLP, Manager Forensic, Technology Services,
KPMG LLP

TLM3:

Managing Litigation on a Tight Budget

Michelle Mahoney,
Director Applied Legal Technology,
Mallesons Stephen Jaques

Duane Lites,
Director, Litigation Support,
Jackson Walker LLP


Craig Ball,
Attorney and Forensic Technologist,
Certified Computer Forensic Examiner,
Craig Ball

CM3:

Maintaining Best Practices Under Tight Budget Constraints

Joy Saphla,
Managing Director,
Huron Consulting Group

Karen Gase,
Managing Attorney,
BP Americas Inc.


Steve Molo,
Molo Lamken LLP

LT3:

Leveraging Technology for Better Firm Efficiency

Bill Burch,
Vice President,
Elite

Andrew Z. Adkins III,
Director, Legal Technology Institute,
University of Florida Levin College of Law


Martin Welling,
Worldwide Director of Information Technology,
Cleary, Gottlieb, Steen & Hamilton

Michael Williams,
Information Services Manager,
Robins, Kaplan, Miller & Ciresi L.L.P.


CL3:

Social Networking in the Corporate Environment

Moderator:
Jude Travers-Frazier,
Management Consultant,
Kraft Kennedy

Tania Daniels,
Director - Business Technology Partner Legal,
The Walt Disney Company

Michael Russell,
Director - Business System Projects,
Liberty Mutual Insurance Company

Risa Schwartz,
Head of Knowledge Management, Legal,
Cisco Systems, Inc.

KW3:

Ethical Challenges of Electronic Discovery

Andrea Marshall,
Legal Consultant,
Kroll Ontrack


Monica Latin,
Carrington Coleman

Dave Walton,
Cozen O'Connor

Perspectives on Corporate eDiscovery and Social Media [Top]

Social media, including but not limited to Facebook, Twitter and blogs have begun to replace traditional news outlets as viable sources of information. These utilities also have
opened up new, individual and dynamic channels of communication. While these utilities are broadly accessible and useful, there are implications in how this information is
stored, both from a business and personal perspective.

Additionally, this keynote will discuss:

  • eDiscovery perspectives of a corporate litigator
  • The corporate need to have better control over the eDiscovery process and data
  • Measurability of eDiscovery costs, trends and efficiencies
  • Cloud computing /on-demand deployment versus on premise

General Session: Amending the Federal Rules of Civil Procedure [Top]

The Federal Rules of Civil Procedure (FRCP) affect every aspect of legal practice; many firms, service providers, and consultants base their operations on these rules of practice.

In 2010 The Federal Judicial Conference is organizing a conference of scholars, judges, litigators and clients to discuss the current state of the FRCP and empirical evidence of satisfaction or dissatisfaction with the rules. This meeting could potentially begin the process of another set of FRCP amendments.

This panel will discuss the FRCP rulemaking process, how the Federal Rules are amended, the current state of the rules, and the future outlook on amendments to the Federal Rules.

If your work focuses on any aspect of the FRCP, you owe it to your clients to attend this panel.



Taking Compliance and eDiscovery to the Cloud Sponsored by Autonomy [Top]

Corporate legal teams and law firms require a way to quickly and easily retrieve the relevant information and work product to rapidly respond to litigation and investigations. In order to provide law firms and corporate clients with direct access to this information, private cloud-based computing provides a secure, yet collaborative solution.

  • Examine the reasons organizations are looking to utilize private cloud architecture to reduce risks and costs and streamline workflows
  • Learn critical case law that's in place to address cloud-based computing
  • Find out what the implications of this are to eDiscovery, compliance, information management and governance, and archiving.

The Implications of Bringing E-Discovery In-House [Top]

ED1: The Risks and Rewards

  • Integrate the EDRM model with internal processes
  • Identify necessary tools and when they should be used
  • Minimize discovery costs and capitalize on potential savings

ED2: The Role of Microsoft SharePoint® and Text-Mining in Early Case Assessment and Legal Holds

  • Seek flexible "future proof" tools that tap into all internal systems and data sources
  • Harness all information and potential liabilities— not just the obvious files
  • Test theories and uncover unknown connections between people and data sets

ED3: How Corporations Can Operate Most Effectively with Outside Counsel

  • Enforce retention and disposition schedules to reduce risk of spoliation
  • Avoid premature settlements due to the inconvenience of complex e-discovery process
  • Utilize effective collaborative systems for legal, IT, and counsel

Transforming Litigation Management [Top]

TLM1:In-house or Outsource E-discovery?

  • The conversation endures
  • New considerations to help answer this pressing question

TLM2: Winning Litigation Support Teams

  • Building a winning litigation support team
  • Processes to help you deal with the realities of today's challenges

TLM3: Managing Litigation on a Tight Budget

  • Ways to make technology work for you
  • Better results
  • Lower costs

Cost Management [Top]

CM1: Reducing Costs While Acquiring and Keeping the Technology You Need

  • Evaluate the technology you have today: do you need to update it?
  • Pros and cons of new tech
  • Keeping an eye on the bottom line when buying new technology
  • When to update and when to wait

CM2: Reducing Litigation Costs

  • How to turn concepts and process into metrics and measurable results
  • Tangibly taking control as a corporation with vendors, outside counsel and third parties
  • Applying managed outsourcing techniques to impact the bottom line
  • Ensuring a quality program while becoming more cost efficient

CM3: Maintaining Best Practices Under Tight Budget Constraints

  • Developing a holistic, data-driven strategy
  • Exploring current resources, assess doing the right work and doing the work right
  • Reviewing opportunities for direct and indirect cost control
  • Tools for effective budgeting and management of the budget

Leveraging Technology or Technology in Practice [Top]

LT1: Removing Paper from the Office

  • Discuss technologies that can be used to reduce the use of paper in the law firm
  • The use of BPM and electronic delivery of information that is delivered via paper reports

LT2: Business Continuity and Disaster Recovery

  • Discuss how firms develop a practiced logistical plan for how the organization will recover and restore critical functions and documents within a predetermined time after a disaster or extended disruption

LT3: Using Technology to Help Manage with Less Staff

  • A discussion around automation of manual processes and distributing work throughout the firm
  • Learn how to create a self help operation

ILTA – Corporate Legal IT [Top]

CL1: The Economics of Litigation – Eliminating the "Discovery" in Litigation Discovery

  • Panelists discuss The ups and downs of managing the costs associated with litigation
  • Explore new ideas for reducing discovery costs (Like avoiding entirely the "discovery" process as we know it)
  • This session will walk users through the legal process with a CFO eye on how costs can be contained and where
  • Hear how, if the process is not well thought out, you might just break the bank

CL2: Legal Technology and the Law: Collaboration Strategies in the Legal Marketplace

  • Real-world examples of collaboration from both the legal department and law firm perspective using web 2.0 technologies
  • Explore ways for knowledge management and information technology staff to team with their legal staff, outside counsel and clients to assess business needs, design solutions and provide low cost valuable practice tools

CL3: Social Networking in the Corporate Environment

  • Explore the impact of social networking in the workplace – whether to allow it, how to control it, and how to minimize the associated risks.
  • Can you rely on an employee Internet use policy or should you implement firewall-level restrictions to deny access to social networking tools?
  • Keys to updating your Internet use policy to cover social networking
  • Monitoring employee Internet usage
  • Leveraging social network to the company's benefit

Kroll Ontrack Litigation Technology Workshop [Top]

The trend in electronic discovery is shifting from a "wide-net" approach to a more focused, cost-efficient strategy. E-discovery technology has improved with advancements to make e-discovery faster, easier and less expensive. Learn how this technology can support e-discovery initiatives from preservation to review and production, and become a skilled member of the litigation team in just one day. In addition, come away with a better understanding of ethical challenges of electronic discovery that involve zealous advocacy and competent representation. Attend one, two or all three courses. Attendees to all three courses will earn up to 4.5 CLE Credits, 1.5 Ethics Credits, and a Kroll Ontrack ESI Technology Certificate.

KW1: An Ounce of ESI Prevention is Worth a Pound of ESI Cure

  • Don't fall behind before you get started--learn valuable tips to get your house in order
  • Jump start your project with the proper implementation of litigation holds and preservation plans
  • Learn how to effectively interview custodians to locate and collect data

KW2: Ease Litigation Woes with Skilled Data Management: Early Case Assessment, Processing, Review and Production Practices

  • Effective use if early case assessment technology can streamline the processing of substantial amounts of electronic information
  • Discover how to leverage "smart review" technologies to conduct effective searches
  • Learn techniques to ensure that your document production is organized, timely and within budget

KW3: Ethical Challenges of Electronic Discovery

  • Electronic evidence poses new ethical dangers for practicing attorneys
  • Understanding the details of each e-discovery phase is vital in avoiding judicial sanctions, ethical violations and malpractice claims
  • Courts are increasingly articulating counsel's affirmative duty to act competently and diligently when integrating electronic information into their case, even though these ethical obligations have yet to be formally recognized

Emerging Technology [Top]

ETB1: What's Next: Emerging Technology and a Defensible Process in 2010 and Beyond

Moore's Law theorizing the exponential growth of processing power is barely keeping pace with the growth of content, in the corporation and in the cloud. The demands of eDiscovery and compliance grow commensurately. Since budgets cannot possibly match this growth, how will the legal services community meet the challenge? This panel explores "What's Next". Participate in a discussion about proportional and cost-effective solutions for 2010 and beyond – emerging technology with the disciplines of a defensible process.

Jeffrey Friedman, Esq.
Sr. Product Manager - Litigation Support
Anacomp, Inc.

ETB2: iCyte - and the End of Lost Research

Each day attorneys lose productive time and competitive advantage struggling to retain web based research. Far better than bookmarking or printing, iCyte organizes web research into a searchable, sharable knowledge base. iCyte's free, basic web service and advanced Enterprise service let users easily save entire web pages, annotate the most useful text and images, and communicate securely about their saved content with others. Come learn the 5 critical uses of iCyte for litigation data preservation, client interaction, and firm-wide knowledge management, including a glimpse of our upcoming integration with Recommind. "Like it? Don't just bookmark it, Cyte it."

Presented by
Hal Marcus, Esq.
, Chief Business Development Officer for iCyte


ETB3: Beyond Email: Legal and Practical Implications of 21st Century eDiscovery & Legal Review

Just when lawyers have become comfortable advising clients about how to handle traditional forms of ESI under the 2006 amendments to the Federal Rules of Civil Procedure, new media has emerged that present increasingly complicated and far-reaching strategic and practical challenges. eDiscovery is no longer just about email, electronic documents and databases located on company servers. Instead, law and technology intersect over dynamic ESI, oftentimes stored beyond the direct control of the user.
Applications that foster social communication, like Facebook, Twitter, and LinkedIn, and multimedia sharing portals, including YouTube and Flickr, have become major parts of everyday life. But it is not only tech-savvy individuals using new media: businesses are using web-based project management tools, social enterprise software, and document management tools along with digital voicemail, IM and off-site data archiving to facilitate productivity and reduce corporate expenditures. They all qualify as ESI under Rule 34 of the FRCP.
In litigation, especially in light of this technological evolution, how should lawyers approach collection, preservation, processing, and review of 21st century media? What sources must parties disclose in discovery? How do you handle the data once it is in your possession? What about analysis and production?
Please join Inference Data President and CEO, Nicholas Croce for a thought provoking session and demonstration of Inference that will discuss the practical applications of technology in handling new, dynamic ESI while managing the risks and controlling the costs of eDiscovery in the 21st Century.

Speaker:
Nicholas Croce, President & CEO, Inference Data LLC


ETB4: Why Heads are in the Clouds – Exploring Cloud Computing and SaaS

There is increasing talk about Cloud Computing and Software-as-a-Service, its development and potential benefits and concerns. It's not surprising that many IT professionals and attorneys want to know what cloud computing means to them and its impact on their firms. With uncertain economic times, the promise of predictable costs, reduced capital expenditures and dynamic scaling of IT resources collected under a general 'cloud computing' banner is proving very popular by vendors, enterprise organizations and law firms. Firms are realizing that it no longer makes sense to build and manage their own entire infrastructure, thus services "in the cloud" is a feasible solution. During this session, the speakers will share their experiences, highlight cloud services, discuss a single repository in the cloud, and underline examples of firms who have made the jump.

Speakers:
Dierk Eckart, CIO, Milbank, Tweed, Hadley & McCloy LLP
Alvin Tedjamulia, Founder and CTO, NetDocuments


ETB5: What You Don't Know Can Hurt You

Amidst the buzz about e-discovery technologies for searching, analyzing, and reviewing, one dangerous reality is seldom addressed.
A surprising number of data types are routinely processed incorrectly or incompletely. Important data never makes it to be indexed for search and review.
What can you do? Attend our presentation and you'll gain valuable insights to help reduce risk and enhance the strategic effectiveness of your e-discovery process.
We'll be discussing some of the challenges and missteps in processing these common data types.

  • Metadata
  • Embedded documents
  • PDF documents
  • OCR
  • Office documents
  • Email processing
  • Multi-language documents

Speakers:
Lucas Mageno, CEO, iDiscover Global, Inc.
Robert Simpson, Chief Software Architect, iDiscover Global, Inc.



Super Sessions [Top]

SS1: Sponsored by EMC
9am -5pm

With the eDiscovery growth, the complexities associated with eDiscovery are daunting. The risk of missteps during the eDiscovery process weighs on the minds of Corporate Counsel, as well as IT professionals. What do legal and IT professionals need most? Advice and education from trusted experts who have been in the eDiscovery trenches.

"eDiscovery is a dynamic and nascent practice. It involves significant people, process and technology across multiple disciplines, all of which have a specific eDiscovery role to play. To be successful in eDiscovery projects, teamwork across traditional roles is mandatory," says Karthik Kannan, Sr. Director eDiscovery EMC. "Bringing together the best legal and technical minds, EMC is delivering valuable firsthand eDiscovery technology and legal best practices during our sponsored sessions at Legal Tech in New York."

Sessions:

  1. The Ten eDiscovery Commandments: The Judges Speak
    9:00 - 10:00

    Moderator:
    • Andrew M. Cohen, Esq. Vice President SourceOne eDiscovery - Kazeon & Associate General Counsel

    Panelists:
    • The Honorable Andrew J. Peck, United States Magistrate Judge, Southern District of New York
    • The Honorable Frank Maas, United States Magistrate Judge, Southern District of New York

    "Thou shalt take early meet and confer conferences seriously. Thou shalt identify 'inaccessible' data sources during discovery…." Listen to judges discuss these and other eDiscovery commandments so your corporate legal department can avoid the sinful ways of sloppy eDiscovery. How does modern enterprise eDiscovery technology help make following the ten eDiscovery commandments easier? Does your organization's current eDiscovery approach meet judicial muster and are you approaching sainthood or is your organization sinfully unprepared to comply with today's eDiscovery legal requirements?

  2. Authenticity and Admissibility: Enterprise ESI Management, Information Governance and the Chain of Custody challenge
    10:15-11:15

    Moderator:
    • William D. O'Neil, Esq. Corporate Governance and Compliance Specialists and eDiscovery Expert

    Panelists:
    • David Shonka, Esq., Deputy General Counsel FT
    • Steven W. Teppler, Esq., KamberEdelson, LLC and Author of "Digital Evidence Lifecycle Management - A Guide for Enterprise, Attorneys, and Technologists"
    • Anthony J. Diana, Esq., Mayer Brown LLP
    • James D. Shook, Esq., Director, EMC eDiscovery and Compliance Legal Team
    • Greg Buckles, Independent eDiscovery Consultant

    In this session, we will discuss the challenges and leading practices for Records and Information Management strategies, policies and technologies (Information Governance) and the federal rules, case law and trends for authenticity and admissibility of evidence in the digital age. Issues to be covered include: roles and responsibilities in the digital age; proactively managing information and records; identifying systems of record; demonstrating authenticity and proving chain of custody.

  3. "eDiscovery for Dummies" – The New Book
    11:45-12:45

    Moderator:
    • Jake Frazier, MBA, Esq., Sr. Director SourceOne eDiscovery - Kazeon and author of "Bringing eDiscovery In-House for Dummies"

    Panelists:
    • Dr. Linda Volonino and Ian Redpath, Esq. co-authors

    This course will provide a high-level overview of eDiscovery and also discuss key concepts and terminology related the eDiscovery process and managing electronically stored information (ESI) in the digital age. We will focus on: Categories of ESI; Understanding and optimizing the steps in the eDiscovery Process; applying the Federal Rules of Civil Procedure and Federal Rules of Evidence to e-data; and the eDiscovery Lifecycle

  4. The Future of eDiscovery: Emerging Trends in Law and Technology and How they Change Your Business
    1:00-2:00

    Moderator:
    • Jake Frazier, MBA, Esq., Sr. Director SourceOne eDiscovery - Kazeon and author of "Bringing eDiscovery In-House for Dummies"

    Panelists:
    • Andrew M. Cohen, Esq. Vice President SourceOne eDiscovery - Kazeon & Associate General Counsel
    • George Socha, Esq. Co-Creator of the EDRM Model
    • Farrah Pepper, Esq., Founder and Chairperson for Gibson, Dunn & Crutcher's Electronic Data Discovery Initiative and Global Task Force
    • Robert D. Owen, Esq., Fulbright & Jaworski LLP

    The growth rate and number of sources of electronic information continue to skyrocket while the risks and costs related to managing data, protecting privacy and security and handling litigation grow. In this session we will explore some of the leading-edge trends in technology and how you can use them to maintain costs and risks in managing your e-information for business and eDiscovery.

  5. eDiscovery War Stories: The Dirty Truth from the eDiscovery Trenches
    2:15-3:15

    Moderator:
    • James D. Shook, Esq., CIPP, Director, EMC eDiscovery and Compliance Legal Team

    Panelists:
    • Charles S. Biener, Esq., Vice President and Senior Litigation Counsel CIT Group Inc.
    • Steven W. Teppler, Esq., KamberEdelson, LLC and Author of "Digital Evidence Lifecycle Management - A Guide for Enterprise, Attorneys, and Technologists"
    • Matthew Nelson, Esq., Legal Consultant, EMC EDiscovery and Compliance

    Understanding best practices and knowing the cutting-edge cases is a must to keep up-to-date, but what really happens in a normal eDiscovery case? In this session we'll explore the more common practices -- good and bad -- that we see in regular, day-to-day practice; talk about their risks that drive them; and discuss ideas for improvement.

  6. Bringing eDiscovery In-House: In-sourcing, Outsourcing and eDiscovery Zen
    3:20-4:20

    Moderator:
    • William D. O'Neil, Esq. Corporate Governance and Compliance Specialists and eDiscovery Expert

    Panelists:
    • Jake Frazier, MBA, Esq., Sr. Director SourceOne eDiscovery - Kazeon and author of "Bringing eDiscovery In-House for Dummies"
    • George Socha, Esq. Co-Creator of the EDRM Model
    • Greg Buckles, Independent eDiscovery Consultant
    • Ari Kaplan, Esq., principal, Ari Kaplan Advisors
    This session will cover the current best practices and trends in In-House eDiscovery to manage costs, gain control and mitigate risks associated with audits, investigations and litigation in the digital age. Highlights include: Early Case Assessment; ROI and Risk; Knowing the Systems of Records; Legal Hold Notification and Lifecycle Management; Proper Preservation for ESI and Metadata; and much more.

  7. Internal Investigations: The Scoop on Employment Suits and Risk Management
    4:30-5:30

    Moderator:
    • Matthew Nelson, Esq., Legal Consultant in EMC's Global eDiscovery & Compliance practice

    Panelists:
    • Brian Babineau, Sr. Technology Analyst, Enterprise Strategy Group
    • Alitia Faccone, Esq., Employment Law Expert - McCarter & English
    • James D. Shook, Esq., CIPP, recognized authority and author on legal discovery and compliance law
    • Gina Trimarco, Esq., Associate Employment Law Specialists - McCarter & English

    Organizations of all sizes are faced with responding to internal investigations and employment lawsuits that follow these investigations. How can modern enterprise technology be used to quickly indentify relevant employees and issues before investigation expenses and litigation costs spiral out of control? How can these investigations be conducted without tipping off offending employees too early and running the risk of data loss? What proactive steps can organizations take to guard against trade secret theft? Get answers to these and other eDiscovery and Employment issues from this distinguished panel of experts.

SS2: Whatever Happened to Rule 1?
8:30-5:pm
sponsored by Stratify

[T]he just, speedy and inexpensive resolution of every action and proceeding are the overriding goals of our Federal civil litigation system. But, increasing data volumes and eDiscovery costs, together with the rise of complex, global litigation matters, has led many legal observers to question whether Rule 1 has been all but repealed?

What: Stratify SuperSession: Whatever Happened to Rule 1?

Where: LegalTech 2010 New York

Sutton Parlor Center Room,

New York Hilton, 1335 Avenue of the Americas (between 53rd and 54th)

Attendance: Free, with Exhibit Hall registration at LegalTech 2010


1. Can we have our cake and eat it, too? Cooperation vs. zealous advocacy.

08:30am - 09:45am

Senior Judge James Rosenbaum, (D. Minn.)
Jim Batson, Esq., Partner, Liddle Robinson
Robert Feldman, Senior Legal Counsel, Litigation, Citrix
Bob Kaler, Esq., Partner, McCarter & English
John (Jack) Regan, Esq., Partner, Wilmer Hale

How can lawyers balance their ethical duty to zealously advocate on behalf of clients against the demands of eDiscovery that, increasingly, require greater cooperation with opposing counsel?


2. How much justice can we afford? Rescuing civil justice from the costs of eDiscovery.

10:15am - 11:30am

Martha Born, Chief Litigation Counsel, Biogen Idec, Inc.
Alexandra Buck, Senior Counsel and Director of eDiscovery and Records Management, Abbott Laboratories
Brian Wycliff, Partner, PricewaterhouseCoopers LLP

The cost of eDiscovery has distorted civil litigation and ever-increasing data volumes appear destined to drown the entire justice system. What is the road that general counsel and CIOs should follow to integrate eDiscovery into information management?


3. Is the tail wagging the dog? Winning on the law instead of winning on eDiscovery

12:45pm - 2:00pm

U.S. Magistrate Judge, Andrew J. Peck, (SD NY)
Wendy Curtis, Esq., Special Counsel for E-Discovery, Orrick
Anthony Diana, Esq., Partner, Mayer Brown

eDiscovery has changed the practice of law, but is that change for the better or worse? Have attorneys abrogated their responsibility to identify responsive documents by depending on the "precision and recall" of keywords? Are parties trying to hide relevant evidence behind ambiguous discovery objections and narrow keyword selection?


4. The Good, the Bad, and the Ugly? International judges panel comparing different legal systems and eDiscovery approaches

2:30pm - 3:45pm

Justice Colin Campbell, Superior Court of Justice, Toronto, Canada
Judge Simon Grenfell, Designated Civil Judge, Leeds and North Yorkshire, England
Magistrate Judge David Waxse (D.KS.)
Loren Kieve, Esq., Kieve Law Offices

Our panel of distinguished US and international jurists will weigh the relative costs and benefits of eDiscovery and eDisclosure regimes:

  • Why UK and other jurists put a premium on proportionality and reasonableness while US courts at times ignore the FRCP's similar requirements?
  • Whether escalating costs will cause the decline of "self-directed" discovery rules in favor of judicially-directed eDiscovery?
  • Should losing parties pay litigation costs? Would a "loser pays" regime bring the US justice system back into line with Rule 1 aspirations?
Refreshments

4:15pm - 5:00pm


SS3: Acrobat 9 Pro: Award Winning Software for Legal Professionals
1:00pm-4:00pm
sponsored by Adobe

You are invited to attend "Save Time, Meet Deadlines: An Overview of Acrobat 9 from a Legal Perspective" where Acrobat Experts Rick Borstein and Mark Middleton will demonstrate how to share and manage your legal documents more securely. You will learn how to create PDF from Word, Excel, PowerPoint, Outlook, Internet Explorer and scanned images; export PDF documents to editable formats like Word and Excel; assemble documents and correspondence in a single, well-organized PDF Portfolio – perfect for closing binders; and use legal specific features such as redaction, bates numbering, document comparison, and document splitting. Finally, you'll learn how to transform static electronic forms into interactive forms with just a few clicks and then easily collect data from clients with just the free Adobe Reader.



SS4: Controlling Discovery Expenses in 2010
Earn up to 3 CLE credits
sponsored by Epiq

Achieving a Cost-Efficient, Defensible Document Review
9:00 AM

This session will discuss best practices for managing document review today; utilizing technology and process to achieve cost effective, defensible results. The panel will explore questions of sampling; proportionality and how much is too much when it comes to review. Panelists who deal with these issues every day will guide us through this emerging landscape.

Moderator:
Laura Kibbe, Senior Vice President, Epiq Systems

Panelists
Vince Neicho, Litigation Support Manager, Allen & Overy LLP
David Kessler, Partner, Drinker Biddle & Reath LLP
Panelist TBD


Best Practices for a Successful Multinational E-Discovery

10:00 AM

This panel will discuss how to effectively manage the various challenges in collecting and reviewing data when a matter involves multiple international jurisdictions, and when data is located outside of the U.S. The session will cover the processes and technologies that should be leveraged to successfully navigate complex privacy and language issues while managing costs. Panelists will share valuable insights and personal experiences.

Moderator:
Chris Dale, UK-based e-Disclosure Information Project

Panelists:
Kirby Behre, Partner, Paul, Hastings, Janofsky & Walker LLP
Browning Marean, Senior Counsel, DLA Piper US LLP
Greg Wildisen, International Managing Director, Epiq Systems


Implementing and Using Joint Repositories
11:00 AM

This session will address the growing capabilities for creating and using repositories for review and production by multiple parties. Join panelists in discussing the benefits and concerns associated with creating and maintaining repositories that are designed to provide time and cost saving functionality for the corporation. Considerations include anticipated uses and users, security management, data location, management of productions, costs and potential cost sharing.

Moderator:
Paul Brabant, Senior Vice President, Epiq Systems

Panelists:
William Butterfield, Partner, Hausfeld LLP
Laurie Sternberg, Counsel, Kaye Scholer
Panelist TBD

SS5: Shifts in Legal Paradigms: Towards Defensible Search and Review
sponsored by Stroz Friedberg


10:30 AM - 12:00 PM

Recent case law and judicial commentary have exposed serious concerns with the efficiency and reliability of traditional eDiscovery search and review processes. This thought-provoking panel on the legal and technical paradigm shifts currently under way in eDiscovery will feature The Honorable Andrew Peck, United States Magistrate Judge, Southern District of New York; Claudia Cohen, Esq., Executive Director & Deputy General Counsel, UBS Financial Services, Inc.; Maura Grossman, Esq., Wachtell, Lipton, Rosen & Katz; and Stroz Friedberg Managing Director Jennifer Martin as moderator. Topics include: the problems with traditional search and review methodologies from different perspectives; recent case law mandating defensible searches; and the proposed Facciola-Redgrave Framework for Privilege Reviews.

After the panel stay for a working lunch, courtesy of Stroz Friedberg, where we'll demonstrate our innovative Intelligent Privilege Filter and other advanced text analytics to support new models for conducting eDiscovery.

All session attendees will be entered into an exclusive raffle to win a gift certificate for an Introduction to Racing course at the Skip Barber Formula Car Racing School!

SS6: What the Future Holds for Litigation and eDiscovery Technology
sponsored by CT Summation

CT Summation has assembled a morning of insightful sessions that will provide you with practical skills and knowledge on the direction of legal technology.

9:00 AM – 10:00 AM: iBlaze – The new features of iBlaze 3.0 and special tips for advanced users

10:00AM –11:00 AM: CT Summation – eDiscovering the Future

11:00 AM – 12:00 PM: Government Agencies Increased Attention to eDiscovery