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

February 1

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

LE
New Realities in Legal Efficiencies

PST
Practical Solutions Using Technology to Deliver Greater Value

LFM
Law Firm Management


ED
E-Discovery Challenges and Solutions for 2011

CT
Corporate Legal IT

KO
Kroll Ontrack Litigation Technology Workshop - Trends, Technologies and Innovations
ETB
Emerging Technology - OPEN TO ALL
SS
Super Sessions - OPEN TO ALL
Room Rendezvous Ballroom Sutton North/Beekman Sutton South Trianon Ballroom Mercury Suite Nassau A & B Sutton Parlor Center
Sponsors
9:00 - 10:00
Keynote Presentation - OPEN TO ALL

United Nations War Crimes Investigations – Information Management in High-Volume Legal Proceedings

Room: West Grand Ballroom

Sponsored by:

Speaker:
Gonzalo de Cesare,
Political Advisor, North Eastern Bosnia: European Union Police Mission in Bosnia & Herzegovina

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

LE1:


Stop Working in the Dark: Using Technology to Make Data-Driven Decisions

Moderator:

Rich Seleznov,
Managing Director,
Huron Consulting Group

An Trotter,
Legal Administration,
Viacom

Bob Bjornsti,
Vice President,
AXA Equitable Life Insurance Company

PST1:

Leveraging Technology to Achieve Quality and Competitive Excellence


Moderator:

Brad Blickstein,
Principal,
Blickstein Group, Inc.

Panel:
Kimberly A. Townsan,
Sr. Manager, Legal Administration,
United Technologies Corporation

David Cambria, Esq.,
Director of Operations, Law Department,
Aon

David Hambourger, Chief Information Officer, Seyfarth Shaw LLP

LFM1:

AFAs and New Billing Models: Attract and Retain Clients


Dan O'Day,
Senior Director, Product Management,
Elite, a Thomson Reuters business

ED1:

Multinational Discovery: Privacy and Process

Joe Looby,
Senior Managing Director,
FTI

Amor Esteban,
Partner,
Shook Hardy Bacon LLP

Kathryn McCarthy,
Counsel,
Simpson Thacher & Bartlett LLP

Matt Ward,
Vice President Information Risk,

Barclays Capital

Peggy Kubicz Hall,
Assistant General Counsel,
3M

CT1:

Contract Management at the Corporate Level

Christine Coats,
Sr. Director, Legal Operations,
Symantec

Ralph G. Schroeder,
Hyperion Research (HyRes), a unit of Hyperion Global Partners

Michael C. Stevens, Managing Director, Huron Consulting Group

KO1


Trends in Social Media and Cloud Computing


Moderator:

Christopher D. Wall, Esq.,
Manager Legal Technologies Consulting,
Kroll Ontrack


Speakers:


M. James Daley, Esq.,
CIPP, Partner,
Daley & Fey LLP

Rhea N. Frederick,
J.D., Client Relationship Manager,
Kroll Ontrack


Debra R. Bernard,
Litigation Partner, Co-Chair E-Discovery Services & Strategy Group,
Perkins Coie LLP


Andrew Szczech,
Manager, ED Consultancy,
Kroll Ontrack UK

ETB1:



10:30am-11:15am

Leveraging Integrated Solutions to Avoid Document Review Pitfalls


ETB2:



11:45am-12:30pm

Emerging Trends: How to Drive eDiscovery Efficiencies with Cloud-based Legal Repositories and Process Innovation


ETB3:



1:30pm-2:15pm

Taming the Multilingual, Multi-District Litigation Beast: New Technologies That Can Help


ETB4:




2:45pm - 3:30pm

Why ERP Now for Law Firms?

ETB5:




4:00pm-5:00pm

E-DISCOVERY 2020 – Next Generation of Innovation: Practical Advice for Successfully Navigating the Second Decade


SS1:




Room:
Concourse G

9:00am-10:30am

Navigating the Challenges of Cross-Border Regulatory Investigations

10:45am – 12:15pm
Managing a Global Review While Minimizing Risk


SS2:


Room: Concourse F

9:00am – 10:00pm

The Corporate Reality of Cross-Border Disputes in the Global Business Market

10:30am – 11:30am

It takes a Village…A cross-functional approach to eDiscovery

12:00pm – 12:45pm

SharePoint: A catalyst for Information Governance and eDiscovery Evidence Repository

1:30pm – 2:30pm

eDiscovery Turf Wars: Legal v. IT

3:00pm – 3:45pm
Discovery and Legal and Records… oh my!

4:00pm – 5:00pm

Pardon the eDiscovery



SS3:


Room: Concourse A

Relativity Hands-on Lab


11:45 - 12:30 Exhibit Hall Break
12:00 - 1:00

Town Hall Session: Understanding and Mitigating the Risks of Cloud Technology - OPEN TO ALL

Room: Rendezvous Ballroom

Moderator:
Shannon Smith, Esq., eDiscovery Specialist, CommVault

Panel:
Martin T. Tully, Partner, Katten Muchin Rosenman LLP

Bennett B. Borden,
Chair, Electronic Discovery and Information Governance Section,
Williams Mullen

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

Patrick Oot,
Special Counsel for Electronic Discovery, Office of the General Counsel
,
Securities and Exchange Commission

Sponsored by:

12:30 - 1:30

Plenary General Session: The Future of Litigation and E-discovery: Amending the Federal Rules and Beyond - OPEN TO ALL


Jack Halprin, Esq., Vice President, eDiscovery & Compliance, Autonomy, Inc.

Honorable James C. Francis, Magistrate Judge, Southern District of New York

Hon. Ron Hedges, Former United States Magistrate Judge

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

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

Presented by:

1:30 - 2:00

Exhibit Hall Break
2:00 - 3:15

LE2:


Efficiencies for your Bottom Line: Five Steps to Reducing Costs in the Next 6 Months

Moderator:

Joy Saphla,
Managing Director,
Huron Consulting

Panel:
Gary Nelson,
Director of Operations,
Medtronic

Lani Miller,
Assistant General Counsel,
Bank of America

Mary Pape,
Legal Director, Litigation,
Dell

Ellen Rosenthal,
Pfizer

PST2:


Enterprise Search…the New KM

Ronald W. Staudt,
Professor of Law and Associate Vice President for Law, Business and Technology,
Kent College of Law Chicago

Patrick DiDomenico,
Chief Knowledge Officer,
Gibbons P.C.


Dean Butterman,
Knowledge Services Manager,
Seyfarth Shaw LLP

Toby Brown,
Client Teams, Alternative Fees, KM Manager,
Fulbright & Jaworski L.L.P


LFM2:

Best Practices in Business Intelligence

Justin Farmer,
Senior Manager, Product Management,
Elite, a Thomson Reuters business

Steve Campbell,
Chief Operating Officer,
Dykema Gossett PLLC

ED2:

Cloud, SharePoint and Social Media: Discovery on the Next Data Frontier

Larry Briggi,

Director in the Electronic and Evidence Consulting,
FTI

Barry Murphy,
Co-Founder, Contributor, eDiscovery Journal; Principal, Murphy Insights

Leigh Isaacs,
Firmwide Records Manager,
Orrick, Herrington & Sutcliffe LLP

James Zucker,
Associate,
Hogan Lovells

CT2:

Hosted Solution for Document & Records Management for the Law Departments

Lawrence J. Gianneschi,
Legal Information & Technology Manager, Colgate-Palmolive

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

Jonathan M. Remshak, Esq.,
Senior Corporate Counsel,
Konica Minolta Business Solutions U.S.A., Inc.

Alvin Tedjamulia,
Chief Technology Officer,
NetDocuments

KO2:

Safeguarding Sensitive Information: Data Breach & Security Trends


Moderator:

Christopher D. Wall, Esq.,
Manager Legal Technologies Consulting,
Kroll Ontrack


Speakers:


Edward H. Rippey, Esq.,
Partner,
Covington & Burling LLP

Alan Brill,
CISSP, CFE, CIFI, CIPP, Senior Director of Secure Information Services,
Kroll Ontrack

Alex Ricardo CIPP,
Zone Leader - Data Breach Services,
Kroll Ontrack


3:15 - 3:45 Exhibit Hall Break
3:45 - 5:00

LE3:


Lessons Learned from Internalizing and Off-shoring the Management of Information


Michelle Mattei,
Senior Legal Project Manager,
Eisai Corporation of North America

Cathy Hasenzahl,
VP,
Assistant General Counsel,
JPMorgan Chase

PST3:

Using Technology to Drive Value-Based Client-Law Firm Relationships


Jonathan Sablone,
Partner,
Nixon Peabody LLP

Anne Milem,
Associate General Counsel,
Sallie Mae, Inc.

Joel E. Cohen,
Kinetic Partners LLP

Michael T. Reynolds,
Cravath, Swaine and Moore LLP

Robin E. Stewart,
Of Counsel,
Lathrop and Gage LLP

LFM3:

Redesigning Business Processes Utilizing SharePoint


Jan Durant,
IT Director,
Lewis Silkin

Anthony DeCerce,
Partner,
TDC Global Enterprises

ED3:

Predictive Coding: What you Need to Know


Manfred Gabriel,
Managing Director, FTI

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

Ralph Colby Losey,
Partner, Jackson Lewis, LLP

David Yerich,
United Health


CT3:

Round the Table with Women in Ediscovery: No Issue-Skirting Allowed

Cynthia Bateman,
Director, Forensic Technology Services,
KPMG

Babs Deacon,
Director of Data Analytics Consulting,
Integreon

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

Emily Cobb,
Discovery Attorney,
Ropes & Gray LLP

Alison Grounds,
Of Counsel,
Troutman Sanders LLP

Ellen Kuplic,
Discovery Coordinator,
BP America Inc.

KO3:

Next Decade of Document Review: Cheaper, Better, Smarter


Moderator:

Christopher D. Wall, Esq.,
Manager Legal Technologies Consulting,
Kroll Ontrack


Speakers:


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

Maura R. Grossman, Esq.,
Counsel,
Wachtell, Lipton, Rosen & Katz


Jonathan M. Wilan, Esq.,
Partner,
Hunton & Williams


Beth A. Koehler, Esq.,
Legal Consultant,
Kroll Ontrack

Keynote Presentation: United Nations War Crimes Investigations – Information Management in High-Volume Legal Proceedings [Top]

The summer of 2010 featured an historic event for international law. The United Nations and the Extraordinary Chambers in the Courts of Cambodia secured the first conviction of a Khmer Rouge leader for his connection to the deaths of 1.7 million people from 1975 to 1979. This is one of several high-stakes War Crimes Tribunals for which former United Nations Information Management executive, Mr. Gonzalo de Cesare, implemented e-discovery technology to help achieve justice for victims and their families. This compelling presentation will outline the common information management challenges shared by the Khmer Rouge Trials and the UN International Criminal Tribunals for Rwanda and the former Yugoslavia, including managing millions of documents and unstructured data in multiple languages, complying with stringent rules and deadlines of international law, and overcoming the disparity in access to and familiarity with technology for the parties involved. Mr. de Cesare is one of only a few professionals in the world to have first-hand experience with investigating many of the world's most notorious war criminals. Attendees will have a rare opportunity to hear the UN's best practices for effectively and efficiently managing some of the largest and most complicated cases in the world.

Town Hall Session: Understanding and Mitigating the Risks of Cloud Technology [Top]

You've heard the buzz about cloud technology. It's one of the newest computing frontiers and is generating massive interest from organizations seeking to outsource computing, applications and storage. It's true that migrating data to an external cloud can lead to sizable savings on capital and operational expenses. However, there are a host of potential security and privacy issues that can arise and expose organizations to unique risks.

  • Does migration change the metadata or content in any way?
  • What process is used to move data?
  • Can a chain of custody for data be established?
  • What is the physical location of my data and who has access?
  • Does the data stay in one place?
  • Is there legal hold and review capability in event of an eDiscovery request? and
  • What other types of companies have data co-located with mine and are they subjected to federal regulations or intense auditing that could impact my data?

The Future of Litigation and E-discovery: Amending the Federal Rules and Beyond [Top]

Lawyers and IT executives want to know the facts and understand the implications for the future of litigation and discovery. This panel of distinguished judges participated in the 2010 Conference on Civil Litigation at Duke University and will examine important issues and FRCP reform aimed at easing the burden of discovery. Perspectives on planning and managing litigation and discovery to meet obligations in a manner that is defensible and proportionate to the amount in controversy will be discussed. Attend this session to hear predictions for what is to come and learn how you can contribute to FRCP reform initiatives and leverage the bench, the rules and technology to ease the burden of discovery.


New Realities in Legal Efficiencies [Top]

The legal industry is mired in the past, creating excess work and diminishing effectiveness. The time to revamp is now. This essential track of education looks at the new realities of the legal industry. Our thought-leading speakers will examine cutting edge issues in today's legal efficiencies including: using technology to make data-driven decisions; what we have learned from internalizing and off-shoring information management and the effect on day-to-day operations; and five essential methods to reduce your costs over the next 6 months

LE1: Stop Working in the Dark: Using Technology to Make Data-Driven Decisions

  • Leverage what you already own
  • Light up your team: using technology wisely across your organization
  • Data vs. information – how to spot the difference for more effective reporting

LE2: Efficiencies for your Bottom Line: Five Steps to Reducing Costs in the Next 6 Months

  • Effectively move away from the hourly rate model
  • Key cost drivers that really need to be managed
  • Negotiating the right fixed fee arrangement
  • Essential issues to raise while discussing fixed fee arrangements

LE3: Lessons Learned from Internalizing and Off-shoring the Management of Information

  • Our programs are in place, but what are the next steps to truly managing
  • How does internalizing and off-shoring operations affect staff – legal and IT?
  • What works and what doesn't in the pursuit to save costs

Practical Solutions Using Technology to Deliver Greater Value [Top]

Explore practical solutions that focus on service and efficiency in delivering legal solutions.

PST1: Leveraging Technology to Achieve Quality and Competitive Excellence

This panel discussion includes representatives from some of the industry's most innovative law firms and law departments. Each will discuss how their organization leverages technology to receive more value from their law firms and other vendors and provide more value to their clients. Discussion points will include using data for pricing and billing; improving process and increasing efficiency; and driving collaboration and communication.

PST2: Enterprise Search…the New KM

Panelists will discuss how their organizations have moved "beyond search" into point solutions involving Matter Experience, Expertise and Analysis to solve pressing business issues. Whether crafting AFA proposals, identifying expertise within the organization or driving productivity and profitability on projects…learn how thought leaders continue to drive value with KM.

PST3: Using Technology to Drive Value-Based Client-Law Firm Relationships

A panel discussion between in-house general counsel and outside firms around exploring solutions that help to deliver greater service and value. In support of the ACC Value Challenge, this is an open discussion from the client and firm view on the importance of avoiding unnecessary action and inefficiencies, facilitating "deconstruction of processes" for cost savings and leveraging data to your advantage.

Law Firm Management [Top]

In today's legal landscape, the challenges and concerns around managing your firm have changed. Exploring new methods and techniques to run your firm more efficiently can mean the difference between strong client relationships, prosperity and an edge on your competitors. This track of education will focus on the latest options and methods for running the best firm you can. Explore how AFAs and new billing models can attract and retain clients. Look at best practices for managing your business intelligence. Develop new strategies for managing your firm both in front and back office operations.

LFM1: AFAs and New Billing Models: Attract and Retain Clients

This session will give an overview of AFAs and how they can be used to retain and develop new business. It will also cover risk management aspects of AFAs including ways to limit firm exposure to risk and how to increase profitability of AFA when compared to hourly arrangements.
  • Explore alternative fee arrangements and how they can help your firm
  • What do your clients want?
  • Are AFAs the new norm?
  • Review other new billing methods being implemented in the legal industry
  • Examine how AFAs and updated billing arrangements can help you attract and retain new clients

LFM2: Best Practices in Business Intelligence

  • Explore the functionality of business intelligence software
  • Define common data elements necessary for performance reviews
  • Provide an end user perspective on uses of business intelligence

LFM3: Redesigning Business Processes Utilizing SharePoint

  • Utilizing SharePoint for Enterprise document management, financial metrics and KPIs
  • Discuss business process efficiency gains

E-Discovery Challenges and Solutions for 2011 [Top]

The challenges and issues surrounding e-discovery are only expanding as we move solidly into this new decade. Data volumes are increasing dramatically; the cloud, social media and SharePoint are potentially creating more searchable areas; and our increased global community creates more and more data from further and more dispersed areas. Those working in e-Discovery today are facing greater and greater challenges while being held to tighter and tighter standards. This track will review the cutting edge concerns and issues surrounding e-Discovery today while offering concrete solutions and applicable standard practices to employ to remain compliant with the inevitable changes to the industry.

ED1: Multinational Discovery: Privacy and Process

  • The evolving data privacy regulatory environment, including in Europe, AsiaPac and South America
  • Common cross border scenarios and key "dos and don'ts" for maintaining data privacy compliance
  • Best practices for multinational discovery and additional resources

ED2: Cloud, SharePoint and Social Media: Discovery on the Next Data Frontier

  • The new challenges emerging with the rise of cloud computing, SharePoint adoption and social media
  • How do these data types differ from emails and other electronic documents, and how do they impact a reasonable discovery process?
  • The basic technical challenges for collecting, reviewing and producing relevant data from the cloud, SharePoint or social media sites
  • Recent case law involving these new data types
  • Best practices for managing these new data types as part of a holistic information management program

ED3: Predictive Coding: What you Need to Know

  • An overview of the different types of predictive coding offerings available, including suggested coding, and how this differs from more traditional legal review technology
  • The processes needed to supplement the use of predictive coding as part of a defensible legal review workflow
  • Key gotchas for selecting and implementing predictive coding technology, including the role of the review attorneys

Corporate Legal IT [Top]

In conjunction with ILTA, the Corporate Legal IT track of education will focus on a wide variety of in-depth and practical discussion of strategic IT issues and business practices most affecting the legal profession today. Join us as industry leaders present cutting edge presentations focused on Contract Management at the Corporate Level; Hosted Solution for Document and Records Management for the Law Department and finally Round the Table with Women in e-Discovery.

CT1: Contract Management at the Corporate Level

  • From creation to expiration, what is the true lifecycle
  • Law to finance - how to track the spend and changes
  • IP Licensing as part of the mix
  • Can we provide metrics to show (compliance/success)?
  • Are all contract management systems alike?

CT2: Hosted Solution for Document & Records Management for the Law Departments

  • Considerations for data in the cloud
  • Advice and pitfalls
  • Real world advice

CT3: Round the Table with Women in Ediscovery: No Issue-Skirting Allowed

  • Moderated Q&A from Leading Women from Legal Technology and eDiscovery Industries
  • Discussions Surrounding the Hottest LTNY Topics - Cloud Computing, Social Media, ECA, Process and Project Management, and Roundtable Sound-Off: Real-Life Challenges and Successes
  • Bring your Questions and Prepare to Participate in this Interactive Session

Kroll Ontrack Litigation Technology Workshop - Trends, Technologies and Innovations [Top]

Litigation and regulatory scrutiny are commonplace in today's business world. Companies can mitigate risks attendant to legal requests for electronically stored information (ESI) by staying abreast of emerging technologies and safely managing data in a way that fully accommodates the identification and collection of data with minimum effort and expense. Corporations and law firms must also stay up to speed on new innovations that can reduce the burden and expenses and risk involved in the analysis, review and production of ESI. Learn best practices regarding storing, identifying and collecting data located on web-based systems (i.e., the cloud) and internal repository applications (i.e., SharePoint). Discuss how organizations can implement reasonable and cost-effective data safeguards to strengthen the security of corporate data. Last, hear how intelligent review technology is revolutionizing the practice of document review. Attend all three courses and earn up to 4.5 CLE credits and a Kroll Ontrack ESI Technology Certificate.

KO1: Trends in Social Media and Cloud Computing

  • Discuss the impact of social media and the cloud on discovery
  • Hear questions and implications that must be fully understood before implementing use policies around social media and entrusting data to the cloud
  • Focus on data collection, data security, privacy and cloud provider integrity

KO2: Safeguarding Sensitive Information: Data Breach & Security Trends

  • Consider the risk of liability and business interruption that may flow from a breach
  • Learn practical steps to prevent breaches and protect business-critical data
  • Discuss security/data breach trends from the Fourth Annual ESI Trends Report and explore best practices when responding to a potential data breach incident

KO3: Next Decade of Document Review: Cheaper, Better, Smarter

  • Explore how document review practices have evolved in the past decade
  • Learn how to stop wasting valuable corporate dollars on chaotic document review by utilizing Intelligent Review Technology (IRT), which can reduce the burden and expense of analysis, review and production
  • Discuss cutting-edge cases that highlight the importance of using technology to conduct faster and cheaper discovery

Emerging Technology [Top]

ETB1: Leveraging Integrated Solutions to Avoid Document Review Pitfalls

10:30 am -11:15 am

Fact discovery, especially document review, is one of the most challenging parts of developing a case for trial. With multiple parties involved, data inevitably gets broken apart and sent to different systems which may not speak to one another accurately. Given the issues that can arise during review, being able to utilize a single litigation database that is shareable amongst all parties could provide significant value in terms of time, money, and efficiency. Join our panel as they discuss how a tightly integrated workflow can help legal teams avoid pitfalls in document review and result in a more successful discovery process.

Speakers
Joe Utsler, VP of Product Strategy, IPRO Tech
Steven Moore, Director of Corporate Business Development, IPRO Tech


ETB2: Emerging Trends: How to Drive eDiscovery Efficiencies with Cloud-based Legal Repositories and Process Innovation

11:45 am -12:30 pm

In this session, corporations and their law firms will learn how to combine cloud-based repositories, technology and processes to drive down legal costs and increase eDiscovery efficiencies. The speakers will discuss the use of cloud-based repositories to address both preservation and legal review challenges, especially re-using documents and legal work product across matters. Specific use cases and trends that leverage these strategies will include:

  • Preserve serial custodian data
  • Preserve and consolidate post-acquisition data centers
  • Filter, partition and extract data subsets for review
  • Forensically migrate data to a unified legal repository
  • Lower legal costs by reusing data and work product across multiple matters
  • Reduce OpEx costs by leveraging the cloud for scalability

Moderator:
Carolyn Casey, Esq., Sr. eDiscovery Product Marketing Manager

Speakers:
Sanjeev Srivastav, PhD, VP eDiscovery Technology, Iron Mountain
Vicki Lee Clewes, Associate Director, Commercial Legal Department, Gilead Sciences, Inc.



ETB3: Taming the Multilingual, Multi-District Litigation Beast: New Technologies That Can Help

1:30 pm - 2:15 pm

Litigation support professionals must cope with more complexity than ever, grappling with structured, semi-structured, and unstructured data that comes from a wide range of sources, with different naming conventions, and frequently in different languages. Even small cases can involve heavy volumes of data, and managing the workflow across multiple parties in different states or countries presents challenges. Fortunately, new technologies can help. This session will cover emerging discovery and review technology solutions that can scale to any case load; quickly enable timeline and budget forecasting for early case assessment (ECA); manage workflow for multilingual, multi-district litigation (MDL); and offer innovative features to improve current processes, including email visualization.

Speakers:
Ian Campbell, Chief Operating Officer of iCONECT Development, LLC


ETB4: Why ERP Now for Law Firms?

2:45pm - 3:30pm

A variety of forces continue to shape the legal industry – from fierce competition and globalization to increased complexity of client demands. Law firms are facing new challenges and risks associated with alternative pricing models, complicated profitability metrics, and management of over-capacity in staffing. Firms are realizing they must seek creative solutions to support national and global operations while reducing IT costs. Learn how law firms are adopting a holistic technology approach to drive innovation and operational excellence to improve their bottom line and build a framework for future success.

Speakers:
Susie Krupa, Industry Principal, Professional Services, SAP America, Inc.
Shannon Janicki, Practice Head-North American Legal Solutions, Tata Consultancy Services
Martin Telfer, Global Director, GIS, Baker & McKenzie


ETB5: E-DISCOVERY 2020 – Next Generation of Innovation: Practical Advice for Successfully Navigating the Second Decade

4:00pm.-5:00 pm

With ten years of e-discovery behind us, this educational track focuses on the decade to come. Leveraging lessons from the past, we'll explore how to prepare for the proliferation of new data sources, technology, and review techniques that will be at the forefront of e-discovery heading into its second decade. Join an extremely diverse and distinguished panel consisting of a Federal District Court Judge, experienced litigators, and document review experts for a candid in-depth discussion of the challenges ahead.

We'll also explore the federal judiciary's recent focus on current and future e-discovery issues that have been cited in case law, debated at the Duke Conference on Civil Litigation, and addressed in the Seventh Circuit Electronic Discovery Pilot Program.

Moderator:
Mr. Ian K. Hochman, Special Counsel for E-Discovery - Willkie Farr & Gallagher LLP

Featured Speaker:
Judge Michael M. Baylson
, United States District Court - Eastern District of Pennsylvania

Guest Speakers:
Mr. Andrew Horne, Partner - Kirkland & Ellis, LLP
Mr. John O'Tuel, Assistant General Counsel, Dispute Resolution & Prevention – GlaxoSmithKline
Mr. Mark Yacano, Esq., Executive Vice President - Hudson Legal

Host:
Mr. Howard J. Reissner, Esq., CEO - Planet Data


Emerging Technology [Top]

SS1: Sponsored by Epiq Systems

Navigating the Challenges of Cross-Border Regulatory Investigations
9:00 - 10:30 am
Room: Concourse G

Managing cross-border investigations is more challenging than ever with jurisdiction-specific privacy laws and new and evolving fraud and corruption legislation. This panel will address the trend of rising enforcement across the globe as it relates to various laws including FCPA and the Bribery Act.

Moderator:
Greg Wildisen, international managing director, Epiq Systems eDiscovery, London

Panelists:
David Cracknell
, senior associate, Slaughter and May, London
Jeremy Maltby, partner, O'Melveny & Myers LLP, Washington D.C.
Vince Neicho, Litigation Support Manager, Allen & Overy LLP
Professor Dominic Regan, Visiting Professor of Law, City University, London
Guy Singer, partner, Government Investigations/White Collar, Fulbright & Jaworski LLP, New York

Managing a Global Review While Minimizing Risk
10:45 am – 12:15 pm

Litigation costs are skyrocketing, and the process is becoming increasingly complex, burdensome and risky. Panelists will address how to manage increasing data volumes with new technology while maintaining defensibility. In addition, learn about emerging global requirements that impact a cross-border, multinational review and discuss alternative solutions such as outsourcing overseas while lowering costs and improving efficiencies.

Moderator:
Laura Kibbe, Senior Vice President, Epiq Systems, New York

Panelists:
Marla Bergman
, Vice President, Legal and Internal Audit, Goldman Sachs, New York
David Kessler, Partner, Fulbright & Jaworski LLP
Neil Mirchandani, Partner, Securities, Hogan Lovells International LLP, London
Hon. Andrew J. Peck, United States Magistrate Judge, New York
Master Whitaker, Senior Master, Supreme Court of England and Wales


SS2: Sponsored by EMC

The Corporate Reality of Cross-Border Disputes in the Global Business Market
Time: 9:00 – 10:00 am ET
Room: Concourse Level Room F

With mergers, acquisitions, strategic partnerships and other contractual relationships, today's business is global. As business transcends borders, contractual issues and disputes naturally increase. However, the inclusion of electronically stored information (ESI) has complicated cross-border contracts and operations, as privacy, compliance, governance and ESI collection laws vary widely by country. Additionally, the recent increase in prosecutions under the Foreign Corrupt Practices Act (FCPA) has added another challenge to corporate compliance. Learn how to safely navigate the turbulent international business seas in "The Corporate Reality of Cross-Border Disputes in the Global Business Market"

Speakers:

  • Brendan M. Schulman, eDiscovery Counsel - Kramer Levin Naftalis & Frankel LLP
  • D. Bryant Isbell, Senior Litigation Specialist - Baker & McKenzie LLP
  • Cynthia B. Bateman, Director - KPMG LLP Forensic Technology Services Practice
  • Heidi Maher, Esq., Principal - Compliance & eDiscovery Practice EMC Corporation

It takes a Village…A cross-functional approach to eDiscovery
Time 10:30 – 11:30 am ET
Room: Concourse Level Room F

With eDiscovery, there isn't an "Easy Button". The practical realities of eDiscovery deployment, management, and litigation have had a significant impact on corporations, as well as expanded the general counsel's role. This session will focus on the realities of Discovery behind the firewall. Industry experts and Practitioners discuss the legal trends and IT realities affecting the cost and risks of managing a mobile work force & dispersed ESI sources in a global world.

Speakers:
  • William O'Neil, Esq., Solutions Consultant—eDiscovery & Compliance
  • EMC Corporation
  • Michael Spencer – Records/eDiscovery Manager, Dish Networks
  • Rich Simon – Deloitte
  • George Socha, Esq. – Socha Consulting


SharePoint: A catalyst for Information Governance and eDiscovery Evidence Repository

Time: 12:00 – 12:45 pm ET
Room: Concourse Level Room F

We've gotten to a point where every organization sees the value in a solid information governance plan, taking into account things like retention, compliance, and eDiscovery. But even with all of these plans we still have groups and individuals saving vital business content outside of the data center. This has been a primary challenge for IT, until now. With SharePoint and its ability to connect end-users and content, with the data center, there is hope. In this session we will examine how "The exponential growth of information has affected the data center," "What information governance requirements you need to consider when deploying SharePoint," and "How combined EMC Information governance solutions and Microsoft SharePoint can help get your information house in order"

Speakers:

  • Dave Martin, EMC Principal Product Marketing Manager SharePoint


eDiscovery Turf Wars: Legal v. IT

Time: 1:30 – 2:30 pm ET
Room: Concourse Level Room F

The most challenging issue in eDiscovery has been and continues to be the knowledge gap between Legal and Information Technology professionals. Misunderstandings surrounding legal obligations and technical capabilities are often at the heart of matters. Our panelists have "Top 5 Legal mistakes that result in Sanctions," the "Top 5 IT mistakes that can sink your case," and "How Legal and IT can work together to strengthen your case."

Speakers:
  • James D. Shook, Esq., Director eDiscovery & Compliance Legal Team EMC
  • Ian Redpath, Esq.
  • Dr. Linda Volonino
  • George Socha, Esq., Socha Consulting
  • J. David Morris, EMC moderator



Discovery and Legal and Records… oh my!
Time: 3:00 – 3:45 pm ET

Room: Concourse Level Room F

Records Managers have greater involvement in discovery practices as organizations move discovery in-house as a repeatable business practice. We'll look at EDRM and the emerging IMRM and how the focus in eDiscovery is shifting. We'll help you understand how information management improves the discovery process and the role that records managers play. Understand why shifting from a reactive to proactive stance can strategically benefit your organization, and the implications for information management.

Speaker:
Fiona Schrader – EMC Records Management



Pardon the eDiscovery
Time: 4:00 – 5:00 pm ET

Room: Concourse Level Room F

This McLaughlin Group style, fast-paced, round table type session will tackle ten of the top eDiscovery challenges from three very different perspectives: inside counsel, outside counsel, and an eDiscovery consultant. With just a minute to spend on each topic, you can be sure to get a focused, opinionated perspective on each of these hot eDiscovery issues!

Speaker:

  • James D. Shook, Esq., Director eDiscovery & Compliance Legal Team EMC
  • Martin Tully, Esq., Litigation partner, Katten Muchin Rosenman
  • Jeff Seymour, Deloitte
  • J. David Morris, EMC moderator

SS3: Sponsored by Relativity

Experts will be on hand to guide you through exercises in using concept searches in real-world review workflows, visualizing data to identify trends and patterns, managing legal holds, and building custom applications to solve specific case needs. No appointment is necessary.