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LEGALTECH® WEST COAST 2011 - May 17 & 18, 2011

May 18

To help make your 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 advanced 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.
Universal - 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.
Sessions of information that which provide targeted information for all firms: small, medium and large. LegalTech West Coast delivers the content you need no matter the size of your firm.
Track E-Discovery: The Challenges Created by Today's New Technologies - EDC Records Management - RM Corporate Law Departments - CL Integration of Legal Technology - LT Super Sessions - OPEN TO ALL
Room Santa Anita A & B Santa Barbara B San Gabriel B Santa Anita C San Gabriel A
Sponsor
9:00 AM - 10:00 AM

Keynote Presentation: Trial by Sound Byte: Law in the New Millennium

Room: Santa Anita A, B & C


Manny Medrano,
Trial Attorney/TV Broadcaster,
Medrano & Carlton

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

E-Discovery and the Cloud

Tom O'Connor,
Director,
Gulf Coast Legal Technology Center

Foundations for Success: Best Practices for Records Policies

John Isaza, Esq.,
Partner,
Howett Isaza Law Group, LLP

Risk & Responsibility vs. Cost Control: Managing E-discovery's Great Balancing Act

Bill Speros,
Attorney Consulting in Evidence Management,
Speros & Associates LLC

A Survival Lesson: Integration and Consolidation of Legal Technology as a Response to the Recent Economic Changes in Law Firms

Moderator:

George I. Rudoy,
CEO,
Integrated Legal Technology, LLC


Speakers:

Jason Straight, Esq., Sr.
Director, Strategic Clients at
Kroll Ontrack

Hugh A. S. Todd,
Director of Practice Management and Practice Technology Services; Chief Practice Management Attorney,
Gibson Dunn



10:00 am - 12:00 pm
1:00 pm - 3:00 pm


Cost-effective archive solutions with storage virtualization from Dell.
11:45 AM - 12:30 PM Exhibit Hall Break
12:30 PM - 1:30 PM

PLENARY SESSION:
The View from the Bench - Why the Legal Industry Needs to Change and Embrace Technology

Room: Santa Anita A, B & C

Hon. Jay C. Gandhi, United States Magistrate Judge, Central District of California

Hon. Suzanne H. Segal, United States Magistrate Judge, Central District of California

1:30 PM - 2:00 PM Exhibit Hall Break
2:00 PM - 3:15 PM

Social Media and E-Discovery

Joshua A. Engel,
Vice President and General Counsel,
Lycurgus Group

Sound, Sensible, and Defensible: Policies, Technologies, and Processes to Improve Compliance in the Enterprise

John Isaza, Esq.,
Partner,
Howett Isaza Law Group, LLP

John J. Jablonski,
Partner,
Goldberg Segalla LLP

Top 5 Ethical Concerns for Lawyers in E-discovery

Brett Burney,
Burney Consultants LLC

Integration Done Right: Understanding Elements of the Model

Moderator:

George I. Rudoy,
CEO,
Integrated Legal Technology, LLC


Speakers:

Hope Swancy-Haslam,
Renew Data

Karen O. Hourigan, Esq.
Partner
Redgrave LLP

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

Share Point and E-Discovery

Beau Mersereau,
Director of Applications, Development and Support,
Fish & Richardson, P.C.

The Impact of Emerging Technologies on Compliance and Risk

John J. Jablonski,
Partner,
Goldberg Segalla LLP

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

Lisa K. Clements,
Litigation Support Manager,
DLA Piper LLP (US)

Brett Burney,
Burney Consultants LLC

Karen LaFleur,
Director of Information Technology and Practice Support,
BuchalterNemer, A Professional Corporation

Legal Project Management

Moderator:

George I. Rudoy,
CEO,
Integrated Legal Technology, LLC


Speakers:

Chris Wilen, JD,
PMP
Technology Counsel,
Fios Inc.

Bobby Malhotra, Esq.,
Staff Counsel,
Munger, Tolles & Olson

Joy Murao,
Director of Practice Support,
Paul Hastings

5:00 PM Conference Concludes


Keynote Presentation: Trial by Sound Byte: Law in the New Millennium [Top]
An experienced, award-winning trial attorney and television broadcast journalist, Manny provides a behind-the-scenes look at current and headline-grabbing legal stories. From notorious cases involving celebrities, to high profile political cases, to the controversy over cameras in the courtroom, Manny cuts through the legal jargon and focuses on the people, players and issues behind the headlines.

PLENARY SESSION: The View from the Bench - 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.

E-Discovery: The Challenges Created by Today's New Technologies [Top]
As share point, the cloud and social media become more and more the means of getting business done, the challenges created in e-discovery are growing exponentially. The volume, the privacy the dramatic increases in the reach of searchable information is costly, confusing and has the potential for litigation. This track of education will look at each of these new technologies and their impact on the world of e-discovery. Panelists will go in-depth for each topic and devote an entire session to covering the risks and the rewards.
E-Discovery and the Cloud
  • We've all heard of the cloud but are you sure you know what it means? A brief overview
  • New challenges created by the cloud
  • Impact of cloud storage on searchable documents: availability and costs
  • Reasonable discovery practices
  • The basic technical challenges for collecting, reviewing and producing relevant data from the cloud
  • Recent case law
  • Best practices for managing the cloud
Social Media and E-Discovery
  • New challenges created by social media
  • New challenges created by the cloud
  • Impact of cloud storage on searchable documents: availability and costs
  • Reasonable discovery practices
  • Privacy concerns
  • Best practices for social media
Share Point and E-Discovery
  • An overview of share point and what it means to the legal industry
  • Impact on corporate record keeping
  • More data = more searchable material = higher costs
  • New challenges posed by share point
  • Best practices

Records Management [Top]
Today's organizations must manage data in a way that reflects the likelihood that they will need to produce this data to a regulatory agency or opposing party in a lawsuit. Factors, such as technology's impact on communication and protection, and creating a defensible legal hold protocol, require organizations to take a proactive, systematic approach to managing records and information. These factors also require that organizations continually test and update policies to ensure compliance, minimize risk, and strengthen its own case if tested in the courtroom. This comprehensive track offers practical tips and guidance with regard to implementing, monitoring, and updating records policies and will focus on ARMA International's Generally Accepted Recordkeeping Principles® (GARP®) as the foundation for success. It will also explore the impact of emerging technologies on compliance and risk, including cloud and web-based applications. This track will stress the importance of managing data in a manner that anticipates requests for electronically stored information and highlight technology and processes that can reduce costs and strengthen defensibility.
Foundations for Success: Best Practices for Records Policies
  • Review the GARP® Principles that serve as the foundation for effective information governance and industry best practices
  • Get practical tips on how to draft, implement, test and update records policies
  • Discuss recent cases that demonstrate the risk of failing to properly manage corporate data
Sound, Sensible, and Defensible: Policies, Technologies, and Processes to Improve Compliance in the Enterprise
  • Understand how your company can maximize process efficiencies by managing data in a manner that anticipates requests for ESI
  • Examine ways to develop, implement and monitor sound and defensible legal hold protocols
  • Learn how to realize significant cost-savings through repeatable execution of defensible legal hold protocols
The Impact of Emerging Technologies on Compliance and Risk
  • Explore the impact of cloud and web-based applications on corporate communication, data protection, and records repositories
  • Examine the explosive growth of SharePoint and how it has impacted corporate recordkeeping
  • Learn to incorporate the GARP® Principles when updating corporate policies to include new technologies and applications

Corporate Law Departments [Top]
E-discovery raises its own issues and concerns for corporate counsel. This track of education looks at the discovery challenges specific to the corporate law department. Our panelists will look at the current issues and concerns facing of the corporate landscape, including: managing the risks and responsibilities vs. cost control and bringing e-discovery in-house. Additionally, this track will review the ethical challenges facing in-house counsel when it comes to e-discovery.
Risk & Responsibility vs. Cost Control: Managing E-discovery's Great Balancing Act
  • Framing the legal issues--identifying risks and responsibilities for companies and their counsel
  • Negotiations with opposing counsel
  • Custodian selection
  • Data selection
  • Culling options
  • Screen and produce
  • Automated review
Top 5 Ethical Concerns for Lawyers in E-discovery
  • Appropriately supervise clients' discovery efforts (including potential conflicts around self collection)
  • Avoid conflicts of interest – attorney's and vendor's
  • Appropriately supervise document reviewers
  • Avoid serving as discovery process 30(b)(6) witness
  • Accurately represent clients' data storage paradigm and retrieval/restoration/review expenses
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.

Integration of Legal Technology[Top]
This track of education will explore how your firm can best integrate the principles of legal technology into your firm. With a focus on the economic challenges of today, this track will explore how you can best implement and consolidate the technology you need and the technology you already have. Develop best practices to implement technology appropriately and explore the principles of legal project management.
A Survival Lesson: Integration and Consolidation of Legal Technology as a Response to the Recent Economic Changes in Law Firms
  • Understanding integration with an eye on the bottom line
  • What technology can you consolidate and what needs individual budgeting and planning
  • Cost savings and risk mitigation
Integration Done Right: Understanding Elements of the Model
  • You've decided to integrate, now what?
  • Getting management buy-in and bringing the whole team on board
  • Timelines and setting realistic goals
  • Maintenance and forward planning
Legal Project Management
  • Review project management principles and how to apply to the business of practice support
  • Cost savings from applying project management
  • The intersection of practice support and project management: an essential piece of the law firm puzzle
  • See who's done it and done it well
  • Obstacles, pitfalls and how to avoid them

Super Sessions [Top]
Cost-effective archive solutions with storage virtualization from Dell.

Have the demands of your expanding enterprise elevated your need for data archival storage space? We invite you to join us for an informative seminar revealing how virtualized storage can reduce business expenses while facilitating productivity. Through the exploration of concepts such as storage tiering through innovative new Dell products and solutions, including Compellent, EqualLogic and DX Object Storage, you will gain a full understanding of the beneficial applications of virtual storage. This interactive presentation and Q&A session will also cover an umbrella overview of the integration of the latest Dell solutions with industry standard archival solutions such as Symantec Enterprise Vault and Mimosa within the Legal industry.