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LEGALTECH® NEW YORK 2011 - January 31 - February 2, 2011

January 31


To help make you LegalTech experience more enjoyable and as easy as possible we are now including icons on the program agenda. LegalTech has carefully constructed the tracks of education to offer something to each and every portion of the market.

Legal - Sessions are geared towards lawyers who need advance legal topics or more introductory technology topics.
Technology - Sessions are geared towards attendees who generally provide support to attorneys and have advanced technology understanding but are looking for greater understanding of legal topics.
General - Sessions are geared towards the overall LegalTech audience and provide content that is approachable to all attendees no matter their skill level or length of experience in the industry.
Judical - judicial panels discussing the issues sure to change how you do business in the coming years.
Tracks

RC
Risk & Compliance – Leading Practices in Information Management

TP
Technology in Practice

BS
Business Solutions to Build, Grow and Engage Clients


IM
Information Management

CLD
Corporate Law Departments
AIT
Advanced IT

PRM
Proactive Records Management
ETA
Emerging Technology - OPEN TO ALL
SS
Super Sessions - OPEN TO ALL
Room Trianon Ballroom Sutton South Sutton North/Beekman Regent Rendezvous Ballroom Mercury Suite Concourse A Sutton Parlor Center
Sponsors


9:00 - 10:00 AM

Legal vs. IT: Turn the Battle into a Solution to Meet Compliance

Room: West Grand Ballroom

Sponsored by:

Speaker:
Gabriel Buigas,
VP and Deputy General Counsel, Hewlett Packard

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

RC1:

Deploying a Global Electronic Records Management Program - One Company's Story


Introduction by
Kelli Brooks,

National Partner-in-Charge, Evidence and Discovery Management,

KPMG LLP

Speakers:

Peggy Milovina-Meyer,
Global Records Manager,
Hewlett-Packard

Leslie Banach, Director, Records and Information Management, KPMG

TP1:

Leveraging Technology for Better Firm Efficiencies


Tom Baldwin,
Chief Knowledge Officer,
Reed Smith LLP

Rachelle Rennagel,
Chief Knowledge Officer,
Sheppard Mullin Richter & Hampton, LLP

Meredith Williams,
Director of Knowledge Management,
Baker Donelson Bearman Caldwell Berkowitz, PC

Rob Saccone,
Vice President Product Management,
Hubbard One

George I. Rudoy,
Director, Global Practice, Information & Knowledge Management,
Shearman & Sterling LLP

BS1:

Standards & Tools for Client Teams' Success


Jason Maeder,
Product Manager,
LexisNexis® InterAction™

David H. Freeman, J.D.,
CEO,
David Freeman Consulting Group LLC

IM1:


Proactive Information Governance to Reduce the Pain of eDiscovery


Moderator:
Reed Irvin,
VP Information Governance,
Autonomy, Inc.

Panelists:
Galina Datskovsky,
Ph.D. CRM,
SVP Information Governance,
Autonomy, Inc.

Brett Durand,
Director, Discovery Services,
Pfizer, Inc.

Anthony Dianna,
Partner,
Mayer Brown, Inc

Debra Logan,
VP, Distinguished Analyst,
Gartner, Inc.

CLD1:


The 5 Most Important Things you Need to Consider when Bringing e-Discovery In-house


Moderator:
Jeff Seymour,
Principal,
Deloitte Financial Advisory Services LLP

Panel:

Andrew Sherman,
Associate General Counsel,
Rabobank

Glen McFarlane,
Executive Director Legal & Compliance,
JPMorgan Chase & Co

Anthony Mosquera, Esq.
Legal Division, Discovery Operations,
Pfizer, Inc.

AIT1:

A Fresh Outlook for 2010 and Tips for Taming Your Inbox


Donna Payne,
CEO,
Payne Group, Inc.

Jeffrey Roach,
President,
EncoreTech, Inc.

John Jelderks,
Information Technology Director,
Barack Ferrazzano Kirschbaum & Nagelberg LLP

PRM1:


Implement, Monitor and Update Records Policies: Practical Steps to Success


Moderator:
George May,
Vice President Product Strategy,
Kroll Ontrack

Panel:
Fred Pulzello,
Treasurer,
ARMA International

Elizabeth Albee,
Associate Director and Information and Records Management Program Manager,
Genzyme Corporation

Alex Fitzpatrick,
SVP & General Counsel,
Verenium Corporation
ETA1:



10:30am-11:15am

eDiscovery in the EU: Easing the Pain of Processing Data Across Borders


ETA2:



11:45am-12:45pm

Good Facts Enable Better Decisions


ETA3:



1:30pm-2:15pm

eDiscovery: It's all About the Words


ETA4:



2:45pm-3:30pm

The Debate on Native Format Production and Redaction


ETA5:



4:00pm-4:45pm

Document Review Circa 2015



SS1

Room:
Nassau A and B - All Day

9:00am - 10:00am
Office 2010 Deployment and Adoption


10:30am-11:30am
Improve Knowledge Management and Search Relevancy with SharePoint and FAST Search


12:00pm-1:00pm
Winning and Retaining Clients and Managing Matters with Dynamics CRM and CRM4Legal


1:30pm-2:30pm
Reduce costs and improve operations with SharePoint for Knowledge Management, Intranets and Extranets


3:00pm-4:00pm
Beyond the Desktop - Devices that optimize your productivity


4:30pm-5:30pm
Get in the Cloud with Office 365



SS2


Room:
Concourse G

1:00 - 2:00pm
The Enterprise E-Discovery Expert Panel


2:15-3:00pm
The Clearwell E-Discovery Platform: Did You Know?

3:30 - 5:00pm
The E-Discovery Reality Show: Surviving the Meet & Confer


SS3

Room:
Concourse F

1:00 - 2:00pm

Legal Process Outsourcing (LPO): Ethical, Practical and Legislative Considerations

2:30 - 3:30pm
E-Discovery: Challenges Preserving and Collecting Evidence in the Cloud

4:00 - 4:45pm
Document Review Best Practices – Pushing the Outside of the Envelope

11:45 - 12:30 PM Exhibit Hall Break
12:30 - 1:30 PM

Plenary General Session:



Presented By:


Moderator:
Joseph FitzGerald,
Senior Vice President, Legal and Public Affairs, Symantec Corporation

Honorable Dennis M. Sweeney (Ret.),
Circuit Court for Howard County, Maryland

Honorable David J. Waxse,
US District Court, District of Kansas

Hon. Ron Hedges,
Former United States Magistrate Judge

1:30 - 2:00 PM

Exhibit Hall Break
2:00 - 3:15 PM

RC2:

e-Discovery as a Repeatable Business Processes


Moderator:

Kelli Brooks,
National Partner-in-Charge, Evidence and Discovery Management,
KPMG LLP

Panel:

Vince Catanzaro, Senior Counsel, Global Discovery Manager, DuPont

Scott Carlson,
Partner & Co-Chair eDiscovery,
Seyfarth Shaw

Woods Abbott,
Senior Manager – Legal Operations,
Raytheon Company

TP2:

Technologies Lawyers Should be Using Today


Tim Thames,
Litigation Support Manager,
McNair Law Firm, PA

Malcolm Brisker,
Partner,
Goodell DeVries Leech & Dann LLP

Eric J. Magnuson,
Shareholder,Business Litigation,
Briggs and Morgan, PA

Chris Dale,
Founder & Consultant,
The e-Disclosure Information Project

Jeffrey Friedman,
Director, Marketing – Westlaw,
CaseLogistix

BS2:


Business Development Tools for a 360 View


Moderator:
Darryl Cross,
Vice President, Client Profitability,
LexisNexis

Panel:
Jill Nelson,
Redwood Product Manager & Senior Consultant,
LexisNexis

David H. Freeman, J.D.,
CEO,

David Freeman Consulting Group LLC

Kathy Phelps,
Director of Marketing Operations,
Waller Landsen

IM2:

Enterprise Search Technology: Changing the Game


Moderator:
Brian Weiss,
VP eDiscovery and Information Governance,
Autonomy, Inc.

Panel:

Debra Logan,
VP, Distinguished Analyst,
Gartner, Inc.

Mike Brooks,
CIO,
CVR

Chris Getner,
Managing Director,
Huron Consulting Group

CLD2:

Anatomy of the Case: Corporate Legal Department Successes and Mishaps


Moderator:

Craig Freeman,
Director,
Deloitte Financial Advisory Services LLP

Panel:

Edward H. Rippey,
Partner,
Covington & Burling LLP

Seth Rothman,
Partner,
Hughes Hubbard

Mary Smith,
Senior Counsel,
DOJ Civil Division

 

AIT2:

Advanced IT Best Practices


David Michel,
CIO,
Burr & Forman LLP

Sherry Kappel,
Senior Vice President and Chief Innovation Officer,
Microsystems

Lance Rea,
Chief Information Officer, Davis & Gilbert LLP

PRM2:


Impact of Emerging Content Sources on Corporate Compliance and Risk


Moderator:
George May,
Vice President Product Strategy,
Kroll Ontrack

Panel:
Elizabeth Albee,
Associate Director and Information and Records Management Program Manager,
Genzyme Corporation

Wayne Wong,
Managing Consultant,
Kroll Ontrack

Martin Susec,
Assistant General Counsel,
Nationwide
3:15 - 3:45 PM Exhibit Hall Break
3:45 - 5:00 PM

RC3:


The Emerging "Smart Discovery" Paradigm for Cost Management in e-Discovery – Case Studies and Case Law"

Moderator:
Warwick Sharp,
Vice President,
Equivio

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

Brian A. Davis,
Litigation Department Co-Chair, Choate, Hall & Stewart LLP

F. Eli Nelson,
Senior Staff Attorney, Project Manager – Discovery and Litigation Technology,
Cleary Gottlieb Steen & Hamilton LLP

Chris Paskach,
National Partner-in-Charge, Forensic Technology Services, KPMG LLP

TP3:

Creating the Law Firm of the Future

Moderator:
George I. Rudoy,
Director,
Global Practice, Information & Knowledge Management,
Shearman & Sterling LLP

Panel:
Keith D. McLemore,

Director of Legal Information Services,
Cooley LLP

Allison Guidette,
VP & GM, Litigation,
Thomson Reuters

BS3:

Buzz Branding Tools to Manage Reputation


Bradley S. Shear,
Attorney At Law,
Law Office of Bradley S. Shear, LLC

Michael E. Lackey,
Jr. Partner,
Mayer Brown LLP

William Wallace Belt,
Partner and Discovery Solutions Practice Team Leader,
LeClairRyan

IM3:

Inside and Outside Counsel Partnering for Success: The Power of Legal Chaining

Moderator:
Deborah Baron,
VP, Legal and Compliance,
Autonomy, Inc.

Panel:
John J. Rosenthal,
Partner and Chair eDiscovery & Information Management Practice Group,
Winston & Strawn

Amor Esteban,
Partner,
Shook, Hardy & Bacon

Conor R. Crowley,
Partner and Sedona Conference ® WG1 Steering Committee,
Crowley Law Office

Kimbir Tate,
Manager, Litigation Support, McKesson Corporation

CLD3:


A Game Show: Top Concerns of the General Counsel

Moderator:

Carmen Oveissi Field,
Principal,

Deloitte Financial Advisory Services LLP


Panel:
Dennis Browne
,
Senior Director and AGC,
Capital One

Jennifer Hamilton,
eDiscovery Counsel and Senior Attorney,
Deere & Co.

Hilary Lane,
Vice President, Litigation,
NBC Universal

AIT3:

User Tales from the Cloud

Mark Manoukian,
IT Director, Kegler, Brown, Hill & Ritter

Judi Flournoy,
Chief Information Officer,
Loeb & Loeb LLP

Silas McCullough,
General Manager Legal Professional Services,
mindSHIFT Technologies, Inc.

PRM3:


Records Policy, Technology and Processes that Optimize Corporate Compliance and Discovery


Moderator:
George May,
Vice President Product Strategy,
Kroll Ontrack

Panel:
Marc Fulkert,
Associate,
Jones Day

J. Mark Coulson,
Principal,
Miles & Stockbridge PC

Martin Susec,
Assistant General Counsel,
Nationwide
5:00 Welcome Cocktail Reception for paid conference attendees and exhibitors

Sponsored by

Legal vs. IT: Turn the Battle into a Solution to Meet Compliance [Top]

In an organization the size and breadth of Hewlett-Packard, lawyers working in-house are constantly challenged with having access to necessary information in real-time, working globally and meeting multiple country regulatory and compliance demands. Gabriel Buigas, Vice President and Deputy General Counsel of Hewlett-Packard, will discuss how during his tenure as head of Strategy & Operations for HP Legal they devised and are executing on a plan to ensure that the appropriate tools, systems and processes are in place to meet these challenges. As a result of Legal and IT developing a more collaborative relationship each function is more aware of the needs and strategies of the other and are better able to partner in a way that not only develops the needed solutions, but can result in real innovation that is beneficial to the entire HP organization.

Gabriel Buigas, VP and Deputy General Counsel Hewlett-Packard Company

Why the Legal Industry Needs to Change and Embrace Technology [Top]

As an industry, the legal field remains resistant to change and equally resistant to the technology. In today's environment of increased reliance on ESI and e-discovery, the time to adopt and advance is now. This panel presentation features members of the bench spearheading the movement to increased technology adoption within the legal world. Hear first hand why they feel now is the time to step up and how this impacts the legal industry going forward. Understand why you need to be working to meet their requirements and avoid the potential sanctions and issues which could affect you, your firm or your litigation. This panel is setting the stage for the future of the legal industry and it's now or never to get involved.


Risk & Compliance – Leading Practices in Information Management [Top]
For many years, digital storage costs have been declining at an accelerating pace. Online storage that used to cost hundreds of thousands of dollars to purchase 25 years ago, now costs but a few pennies. This precipitous drop has led companies to keep buying more storage without facing the time-consuming and expensive process of developing and implementing an effective records and information management (RIM) program. Companies should be assessing their long-term return on investment of a fully implemented RIM program compared to the higher costs stemming from litigation or an investigation when no RIM program exists. These costs include storage as well as searching, collecting, reviewing, and producing potentially responsive data.

RC1: Deploying a Global Electronic Records Management Program – One Company's Story

Use of computerized business systems continues to create more digital information than before and addressing compliance, litigation support and business intelligence can be a daunting task, especially for large multi-national companies. In this session, you will learn valuable lessons from an electronic records management journey. The speakers will address how a corporate Global Records Management team and KPMG, contributing support as program manager, enabled an enterprisewide, comprehensive records program for over 390,000 employees in 170 countries. You will leave with new strategies to address your own challenges including data conversion, training, business requirements analysis and departmental vs. enterprise deployment of records management.

RC2: e-Discovery as a Repeatable Business Processes

Given the significant potential expense of e-discovery, organizations cannot allow service providers to operate carte blanche. In-house and outside counsel must understand the e-discovery process in the context of legal compliance and the current matter, and they also must be answerable to the CFO. In short, e-discovery must be comprehended operationally and financially and be subject to standards of accountability, efficiency, and effectiveness like any critical business process.

RC3: The Emerging "Smart Discovery" Paradigm for Cost Management in e-Discovery – Case Studies and Case Law"

This panel discussion focuses on the cost problems typically associated with the e-discovery process. Using case studies, and against the backdrop of relevant case law and recent legal research, the panelists will review some of the paradigmatic changes that are emerging in the conduct of e-discovery. Fundamental to this new wave of approaches, collectively referred to as "Smart Discovery," is an iterative—rather than linear—approach to e-discovery processes. Using iterative techniques, such as sampling, predictive coding technology, data stratification, prioritization of custodians and data sources, and targeted collections, counsel can make real-time adjustments as they learn more about the people, terminology, and issues related to the case. The Smart Discovery approach also compresses the process, seeking to identify responsive data as close to source as possible, and enabling early learning and utilization of the data. The potential for litigants is a smaller, more manageable corpus of collected data, improved relevancy, reduced review time, and ultimately, lower costs.

Technology in Practice [Top]
In today's environment, law firms must stay competitive and profitable. Applying innovative technology into all aspects of daily operations set a new bar of efficiency and preparedness. This track focuses on leveraging and utilizing legal technology to the benefit of your firm.

TP1: Leveraging Technology for Better Firm Efficiencies

  • Understanding the challenges and best practices for implementing new technology in firms of varying sizes
  • Technology and process to differentiate value - expanding revenue and margin
  • The metrics that must drive all technology/efficiency discussions

TP2: Technologies Lawyers Should be Using Today

  • Leveraging technology to enhance your work product
  • Realizing the value provided by integrated technologies
  • Strategies for streamlining non-billable tasks
  • Best practices for leveraging technology in client development

TP3: Creating the Law Firm of the Future

  • Review the advanced technologies your peers are using today
  • What will the law firm of the future look like and how do you get from here to there?
  • Is it time to go green or go home?
  • Meeting compliance and regulatory mandates by employing new technology today
  • Preparing today for the firm of the future: what can you do now to help your firm down the line

Business Solutions to Build, Grow and Engage Clients [Top]
Where would your firm be without your clients? This track of education will focus on methods and techniques to develop new client relationships and maintain the ones you already have. Expand the success of your firm's client teams by exploring and implementing the strategic standards and tools to grow and retain business across practice areas. Review successful habits of rainmakers and increase your understanding of business development metrics. Take a close look at the importance of social media as a means to communicate and work with your clients. In today's virtual world, firms need to embrace social media as a means of survival and an untapped method to develop client relationships.

BS1: Standards & Tools for Client Teams' Success

Client teams in law firms are nothing new, but firms are increasingly taking these to the next level with the formation of strategic account teams. These encompass – business development, client service and retention, cross-selling, and relationships. From its market research involving CMOs and client service representatives from large law firms, LexisNexis has learned that there is no one strategic account team model and that these teams face many barriers to success. There are gaps in technology and tools to communicate globally; metrics are not included in team structure; power plays often interfere with team dynamics; and, clients may not be selected for the client team program. Presenters will review findings of the research and offer constructive feedback to build, grow, engage and execute strategic account teams to bring high value to client service with the ultimate goal to retain and grow business via cross selling of practice areas.

BS2: Business Development Tools for a 360 View

There's no more difficult venue in which to conduct business development than a law firm. Laterals at the firm need to learn a new culture; senior partners face increasing competition from junior partners to bring in new clients; no one regularly engages in the CRM database; marketers and business development professionals are under pressure to affect the bottom line; and, technology infrastructure is continually in flux. This session shares the habits and best practices ofsuccessful rainmakers and will provide an overview of basic foundational tools to define business develop metrics.

BS3: Buzz Branding Tools to Manage Reputation

In today's free flowing, multi-channel, minute-by-minute public online communication, law firms need to be active players in social media to raise awareness of their services, expertise and defend themselves as necessary. This session will discuss the necessity of reputation management; getting leadership to buy in; best practices for online buzz branding; distinguishing your brand; and the pitfalls of not participating in social media. Modern law firms must engage in social media; it's a survival technique that contributes to brand awareness, positioning, reputation and access. When firm leaders regularly avail themselves to clients and consumers via social networking, good things happen. Generate awareness and affinity for your firm– in other words, positive "buzz."

Information Management [Top]
This information management educational track, we will explore current challenges and present opportunities to effectively mitigate the risk inherent in electronically stored information. The increasing challenges from new rules, new and revised regulations and ever more stringent case law requirements create more and more challenges for corporate counsel. Additionally, the legal industry must deal with reduced budgets, a massive increase in the volume and type of electronic data, and increased litigation and investigation. This track will show how technology can assist counsel in managing eDiscovery, litigation costs, and reduce information governance risks in a systemized, repeatable, and defensible manner that is in compliance with the various rules and regulations they will face.

IM1: Proactive Information Governance to Reduce the Pain of eDiscovery

  • Increase defensibility, accountability and transparency
  • Improve efficiency and reduce the volume of growing, uncontrolled information
  • Decrease risk of non compliance and reduce eDiscovery costs
  • Maximize the return on your technology investments and improve staff productivity
  • Adopt best practices and automate eDiscovery capabilities

IM2: Enterprise Search Technology: Changing the Game

  • Empower organizations to better address their legal, regulatory and business obligations
  • Provide conceptual and contextual understanding of all electronic information, including audio and video
  • Automate complex information-centric processes by harnessing the meaning of ESI

IM3: Inside and Outside Counsel Partnering for Success: The Power of Legal Chaining

  • Link together inside and outside counsel on a single, secure and scalable platform
  • Analyze data in-place prior to preservation or collection to automate and improve early case assessment
  • Leverage non-linear review methods to reduce cost of review
  • Streamline eDiscovery to better comply with the FRCP and help all counsel avoid sanctions

Corporate Law Departments [Top]
The Corporate Law Department track is designed for in-house counsel. These discussions will examine the ways in-house counsel can become more effective and efficient. This track will guide you through better communication internally, cost saving initiatives and solutions to the top concerns facing your colleagues.

CLD1: The 5 Most Important Things you Need to Consider when Bringing e-Discovery In-house

You have made the decision to in-source certain aspects of the e-Discovery process, or you're considering the potential benefits, but the next step is a challenge. In this session, we will address the five most important things to consider as you take on the responsibilities and risks of e-Discovery internally. We will look through the lenses of both legal and IT, and discuss how best to support the technology and business processes. We also evaluate sourcing models to address the risks. This is an ideal panel for corporate legal departments to attend along with their IT department leaders.
  • The primary challenges of in-sourcing, covering e-Discovery technology and processes in-house
  • Bridging the gap between your technology group and legal group
  • The hybrid solution of co-sourcing
  • Developing processes that are efficient, effective, and defensible
  • Making your process smarter
  • Realizing cost savings

CLD2: Anatomy of the Case: Corporate Legal Department Successes and Mishaps

As you know, management of e-discovery can get out of hand quickly. Listen in as we take you through cases in which e-discovery management has gone wrong, and discuss how it could have been handled in the moment and for the future.
  • Hear about cases in which e-discovery have been mishandled
  • Learn about in-house controls and other measures that corporate legal departments can use to address issues in the moment
  • Gain hands-on experience you can implement at your corporation tomorrow

CLD3: A Game Show: Top Concerns of the General Counsel

Join this unique format to hear the issues and concerns facing your colleagues today. This discussion will feature in-house counsel as they discuss the challenges and issues they are facing today. Panelists will offer the top issues keeping them up at night and then discuss options and solutions they are employing in an interesting interactive format.


Advanced IT [Top]
In conjunction with ILTA this track 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.

AIT1: A Fresh Outlook for 2010 and Tips for Taming Your Inbox

  • Join our panel as they explore the features of Outlook 2010, and learn how lawyers can get the most out of it
  • Should you deploy Outlook 2010 before deploying Office 2010? Hear one firm's experience as they share the pros and cons
  • Leading legal technologist share their top tips for managing the Inbox with Outlook 2010

AIT2: Advanced IT Best Practices

  • Join us for a lively discussion of technology issues our panel is grappling with at their firms
  • Focus on in-depth, practical discussion of strategic IT issues and business practices
  • Hear from legal technology leaders as they discuss what they are doing to adapt in order to thrive over the next decade

AIT3: User Tales from the Cloud

  • Join our panel of law firm/legal department leaders as they share their experiences implementing an internal or external cloud computing solution
  • Real-life experiences of successes, failures and need-to-know tips will be presented
  • Discover when, how, and what to do with cloud computing from those that are using cloud computing solutions

Proactive Records Management [Top]
The past ten years may be called "the decade of compliance and discovery." In ten short years data has become the lifeblood of business and today corporations must manage Electronically Stored Information (ESI) in a way that contemplates the probability that they will need to produce data to a government agency or opposing party in a lawsuit. Significant economic pressures, data proliferation and emerging storage technologies are forcing corporations to take a proactive, defensible approach to managing records and information. Further, these factors require corporations to continually test and update policies to ensure compliance and minimize risk. This comprehensive track will offer practical tips and guidance on recordkeeping best practices and policy creation, implementation and monitoring. Explore best practice recordkeeping standards which consider web-based storage technology, emerging internal repository applications and business communications via social media.

PRM1: Implement, Monitor and Update Records Policies: Practical Steps to Success

  • Review the GARP® Principles that serve as the foundation for effective information governance and industry best practices
  • Learn best practice tips to draft, implement, test and update records policies
  • Discuss recent cases that illustrate the risk of failing to properly manage corporate data

PRM2: Impact of Emerging Content Sources on Corporate Compliance and Risk

  • Consider the impact of cloud and webbased applications on corporate communication, data protection, and records repositories
  • Examine the proliferation of SharePoint data and its impact on corporate recordkeeping
  • Learn to incorporate the GARP® Principles when updating corporate policies to include new technologies and applications

PRM3: Records Policy, Technology and Processes that Optimize Corporate Compliance and Discovery

  • Maximize efficiency by managing data in a manner that anticipates requests for ESI
  • Create, implement and monitor sound and defensible legal hold protocol
  • Achieve significant cost-savings through defensible, repeatable execution of that protocol

Emerging Technology [Top]

ETA1: eDiscovery in the EU: Easing the Pain of Processing Data Across Borders

The collection, search, and transfer of ESI in a world of increasing global communication means having reliable, transparent, and defensible methods in place. How to successfully manage multinational discovery requests has become a hot topic among law firms and corporations alike. Join our panelists for an engaging discussion on EU vs. US privacy laws and how revolutionary new technology meets "cross border" challenges posed by EU Data Privacy Directives and foreign blocking statutes.

Speakers:

Robert Eisenberg, Esq., VP of Discovery Consulting, Precise, Inc.

Steve Akers, Founder & CTO, Digital Reef, Inc.


ETA2: Good Facts Enable Better Decisions

Understanding litigation cost and risk are central to determining case strategy, yet few companies have good facts on cost and culpability at pivotal decision points. Without reliable, early information, in-house counsel has less control over outside counsel, is ill-equipped to advise their internal clients, and will spend too much on litigation. This panel, moderated by Deidre Paknad, CEO of PSS Systems, an IBM Company, will discuss the challenges and opportunities presented by early assessment of potentially relevant information. Dan Kulakofsky, managing counsel at Travelers, Tom Lahiff, former assistant general counsel, Citigroup, and Chris O'Neill, assistant general counsel at IBM, will explore:

  • Key decision points impacted by cost and culpability
  • How to harness good facts to drive better decisions
  • Challenges in early evidence assessment
  • The importance of assessing cost early and often over case lifecycle
  • Analyzing matter and cost patterns to optimize process and reduce risk
Speakers:

Dan Kulakofsky, managing counsel at Travelers
Tom Lahiff, former assistant general counsel, Citigroup
Chris O'Neill, assistant general counsel, IBM
Deidre Paknad, CEO of PSS Systems, an IBM Company


ETA3: eDiscovery: It's all About the Words

Looking back at the past decade, few technologies developed for eDiscovery have delivered on their full promise. In many cases, they deliver speed, but not the accuracy and transparency that are equally important in this market. What has been missing is technology that can understand the actual meaning of documents, and not stop short at simply recognizing patterns within the text. Today, technologies are now coming to market that can accomplish this by providing deep insight into the words of a document and allowing those who can best interpret the meaning of those words (human beings) with tools to quickly determine what they are about. This presentation will outline the pitfalls of earlier-generation eDiscovery applications and outline emerging technologies that can deliver on the core needs of eDiscovery practitioners going forward.

Speakers:

Andy Kraftsow, Chief Scientist,RenewData


ETA4: The Debate on Native Format Production and Redaction

What does "native" format really mean? And is there such thing as native redaction? The debate is on.

Amendments to the Federal Rules of Civil Procedure (FRCP) in 2006 created controversy over what obligations organizations have in terms of collecting, preserving, reviewing and producting information in response to litigation. One of the amendments – to Rule 34(b) – made the default obligation to produce a document "in a form or forms in which it is ordinarily maintained or in a form or forms that are reasonably usable." This begs the question: do all documents must be delivered in native format (e.g. Microsoft Word or Excel) versus the traditional TIFF or PDF production?

As the need to protect privacy and privileged information in ESI via redaction from documents, this question has evolved further. Is it possible to redact natively produced documents? Is TIFF or PDF conversion the only solution when redaction is required? These are important questions and there is much confusion and debate on the issue. Join Christine Musil of Informative Graphics Corp. as she moderates a panel of distinguished electronic discovery experts debating the issues of native format production and redaction.

Moderator:

Christine Musil, Director of Marketing, Informative Graphics Corporation.

Panelists:

Craig Ball, President, Craig D. Ball, P.C.
George Socha, President, Socha Consulting
Tom O'Connor, Director, Gulf Coast Legal Tech Center
Browning Marean, Senior Counsel, DLA Peiper San Diego


ETA5: Document Review Circa 2015

Much has been written about the failings of "linear document review" and the promise of emerging workflows and technologies like concept search, Predictive Coding™ and LPO. With an industry in flux and desperately seeking a consensus, practitioners and observers alike know drastic change must occur quickly – but aren't yet sure where things are headed and what emerging methodologies will become standard. This panel of eDiscovery leaders – comprised of both inside and outside counsel – will give their expert opinions on how document review will be conducted in 2015, and how eDiscovery will be changed for the better.

Moderator:

Craig Carpenter, VP and General Counsel, Recommind

Panelists:

Andrew Drake, Assistant General Counsel, Nationwide Insurance
Robert Trenchard, Partner, WilmerHale
Robert Owen, Partner, Fulbright & Jaworski
Stephanie "Tess" Blair, Partner, Morgan Lewis & Bockiu
Heather Bryden, Assistant General Counsel, Capital One

SuperSessions [Top]

SS1:Sponsored by Microsoft

Room: Nassau A and B - All Day

9:00am - 10:00am
Office 2010 Deployment and Adoption

Join Microsoft and our Partners EncoreTech; Microsystems; PayneGroup and Traveling Coaches to discuss strategies for Office Deployment and Adoption.

Speakers:
Jeffrey Roach, EncoreTech;
Sherry Kappel, Microsystems;
Donna Payne, PayneGroup;
Char LeMaire, Traveling Coaches


10:30am - 11:30am
Improve Knowledge Management and Search Relevancy with SharePoint and FAST Search
Join Microsoft and Microsoft partner BA-Insight for a discussion on BA-Insight's technology that optimizes the Microsoft SharePoint and FAST Search Platform. BA-Insight improves the relevancy of search results and connects search to all your critical Legal Applications. Topics covered include Document Preview, Automatic Relevance Tuning, Metadata Tagging, Search Analytics, and securely connecting to legal systems such as Open Text/Hummingbird, Autonomy iManage WorkSite, Interaction, ADERANT, LegalKey, Exchange Private Mailboxes, Symantec EVault, and 20+ other ERP, CRM, ECM, Messaging systems and custom applications.

Speakers:
Guy Mounier, BA-Insight


12:00pm - 1:00pm
Winning and Retaining Clients and Managing Matters with Dynamics CRM and CRM4Legal
Many law firms are facing higher client expectations and also facing intense competition to win new and retain existing clients. Discuss how your firm can leverage Microsoft Dynamics CRM and Client Profiles' CRM4Legal to source new business opportunities and improve client profitability. This session will review solutions that provide law firms with better ways to orchestrate and manage business development and on-going client engagement using familiar applications that law firm professionals use every day such as Word and Outlook.

Speakers:
Whit McIsaac, Client Profiles


1:30pm - 2:30pm
Reduce costs and improve operations with SharePoint for Knowledge Management, Intranets and Extranets

Join Microsoft and our partners and learn how to optimize SharePoint in your organization. AIS will discuss DMS capabilities in SharePoint as well as Extranet and Intranet capabilities. Metalogix will discuss how their SharePoint based solution helps firms manage all Enterprise information assets in one place removing information silos and supporting easy access to the firm's knowledge. Colligo will discuss how their solution enables users to easily access, capture, and tag SharePoint content from popular desktop applications, including Microsoft Outlook and Windows Explorer; Information workers can save emails and documents to SharePoint, automatically capturing metadata.

Speakers:
AIS; Colligo; Metalogix


3:00pm - 4:00pm
Beyond the Desktop - Devices that optimize your productivity

Get to everything you love easier and faster. Less stop and go, more glance and go. Less out of touch, more in the know.

Speakers:
Jeff Morris, Microsoft


4:30pm - 5:30pm
Get in the Cloud with Office 365

Microsoft helps firms make the most of cloud-based computing and cloud computing services to help increase agility, reduce costs and minimize carbon footprint. The Microsoft platform provides a consistent, connected experience with a reliable and secure enterprise-class service offering. The Microsoft platform also offers firms flexibility as organizational needs change. This session will highlight opportunities for law firms to save money and improve service delivery.

Speakers:
Angi Livermore, Microsoft


SS2:Sponsored by Clearwell

Room: Concourse G

1:00 - 2:00pm
The Enterprise E-Discovery Expert Panel

E-discovery is rapidly evolving from an ad-hoc fire-drill to a standard business process that must be repeatable, measurable, and defensible. How do Fortune 1000 companies keep up with critical new technology trends let alone streamline basic eDiscovery tasks across large and complex ecosystems? In this rapid fire session, the audience will have a chance to ask our expert panel questions about life in the enterprise fast lane and you will learn about the impact of recent case law and evolving technology challenges related to cloud computing and many other areas.

Please join e-discovery experts Jay Brudz, Senior Counsel, Legal Technology at General Electric; Warren Solow, Vice President Information and Knowledge Management at Viacom; Glen McFarlane, Executive Director Litigation at JPMorgan Chase, and Brian Hill, Senior Analyst with Forrester for a lively discussion about their perspective regarding these and other enterprise eDiscovery trends as well as methods for addressing these challenges without compromising the organization's competing business and legal requirements.

Moderator:
Matt Nelson Esq., Sr. E-Discovery Counsel, Clearwell Systems

Speakers:
Jay Brudz, Senior counsel, Legal Technology, General Electric
Warren Solow, Vice President Information and Knowledge Management, Viacom
Glen McFarlane, Executive Director Litigation, JPMorgan Chase
Brian Hill, Senior Analyst, Forrester


2:15-3:00pm
The Clearwell E-Discovery Platform: Did You Know?
Hundreds of corporations and law firms utilize Clearwell to streamline early case assessment (ECA) and review during routine litigation, but did you know that Clearwell is also used to help companies respond to time sensitive antitrust inquiries, regulatory investigations, pre-litigation employment investigations, and unique international eDisclosure requirements? Attend this session, presented by Kathryn Manning, Esq. of International Law Firm Blakes, Kelly Clay, Esq. of Wombyle Carlyle, and Alex Dunstan-Lee,Esq. Director of Forensic Technology at KPMG to learn how organizations like yours, are using Clearwell to solve their toughest e-discovery problems.

Moderator:
Matt Nelson Esq., Sr. E-Discovery Counsel, Clearwell Systems

Speakers:
Kathryn Manning, Esq., International Law Firm Blakes,
Kelly Clay, Esq., Wombyle Carlyle,
Alex Dunstan-Lee,Esq., Director of Forensic Technology, KPMG


3:30 - 5:00pm
The E-Discovery Reality Show: Surviving the Meet & Confer
In this courtroom reality show, Plaintiff's Counsel, played by William P. Butterfield of Hausfeld LLP and Defense Counsel, represented by Jeanne A. Thomas of Crowell & Moring, try to "survive" a FRCP Rule 26(f) meet and confer session focused on the exchange of electronically stored information (ESI). After the initial fireworks, counsel then proffer their arguments in a mock Rule 16 conference led by Ret. Justice Ronald Hedges, former New Jersey Magistrate Judge, as he candidly weighs the merits of "meet and confer" discussions in this realistic mock hearing designed to provide a glimpse into the perspectives and strategies of both the bench and counsel. See how counsel battle it out over cutting edge issues such as the preservation of social media and collecting ESI from the "cloud," all while struggling with often conflicting notions of cooperation and proportionality.

Don't miss this opportunity to get a front seat for this reality show to see who gets voted off the "e-discovery island," which promises to be an action packed way to learn how to prepare for these increasingly complex and important hearings.

Moderator:
Dean Gonsowski, Esq.,VP E-Discovery Services, Clearwell Systems

Ret. Judge Hedges
Jeanne A. Thomas, Esq., Partner, Crowell & Moring
William P. Butterfield, Esq., Partner, Hausfeld LLP

Hon. Ira B. Warshawsky


SS3:Sponsored by Integreon

Room: Concourse F

1:00 - 2:00pm
Legal Process Outsourcing (LPO): Ethical, Practical and Legislative Considerations

With the emergence of the LPO industry both core legal and support services are being outsourced to legal outsourcing companies located both onshore and offshore in countries such as India and the Philippines. The outsourcing of legal work raises issues pertaining to the outsourcing lawyer's ethical obligations to his or her client. The ABA and various state bars have issued opinions, covering the key issues relating to outsourcing of legal work. However, comprehensive, detailed guidance is limited.
Companies and law firms entering into outsourcing agreements need to be sure that they are in compliance with ethical rules such as those governing the unauthorized practice of law, duty to supervise, protecting client confidentiality, conflicts, and appropriate billing practices. This presentation will help attendees to:

  • Avoid aiding and abetting the unauthorized practice of law and comply with the duty to supervise
  • Ensure competent client representation when outsourcing legal work
  • Comply with appropriate legislation impacting on US and UK lawyers ability to outsource legal work (including Export Administration Regulation, and Data Protection Act)
  • Keep up to date with developments from relevant regulatory bodies on both sides of the Atlantic

Instructor: Mark Ross, VP Legal Solutions Integreon, UK Solicitor
Panelists: David Stanton, Partner, Pillsbury Winthrop Shaw Pittman; Foster Gibbons, Vice President, Legal Solutions (Global Lead / Document Review), Integreon


2:30-3:30pm
E-Discovery: Challenges Preserving and Collecting Evidence in the Cloud

Social networking, cloud computing, hosted applications, SaaS ("Software as a Service"), and web mail are buzz words that to most people simply mean that it is all out there on the Internet. But don't be mistaken, it's still your data. You own it, have custody over it, and will be responsible for preserving and collecting it should litigation start. This presentation will highlight the essential issues with data "outside the firewall" and how those issues relate to e-discovery management, including service level agreements, privacy issues, compliance requirements, and chain of custody.

Speakers:
Jeffrey Fehrman, Vice President, Forensics & Consulting
Wayne Matus, Partner, Pillsbury, Winthrop, Shaw, Pittman, LLP


4:00 - 4:45pm
Document Review Best Practices – Pushing the Outside of the Envelope
"Pushing the outside of the envelope" is an aeronautics expression that implies taking design, implementation and execution to the next level through performance improvements in technology and technique. This concept is mirrored by best practices in the legal realm which imply a repeatable standard that delivers the most efficient, effective result. This session will help legal professionals understand better how to define consistent practices and processes for managing review in the context of legal discovery and in a manner that balances efficiency, effectiveness, and adaptability for leveraging technology.

Speaker:
Foster Gibbons, Vice President, Legal Solutions (Global Lead / Document Review), Integreon