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Conference Schedule

Legal Tech® New York 2013

January 29, 2013

Tuesday | 9:00 AM to 7:00 PM ET – REGISTRATION OPENS AT 8:00 AM
Select your agenda view:
At-a-Glance Timeline
9:00 -
10:00 AM

Day One Keynote General Session Presentation: A Look at Recent and Upcoming Supreme Court Cases: Privacy Rights in the Digital Age, Health Care Reform, Immigration, Copyright Law, and More - Open to All

Sponsored by

The High Court's blockbuster 2011-2012 term brought major decisions on immigration, health care reform, copyright, and privacy rights in the digital age. In the 2012-2013 term the Justices will take up important cases concerning the expectations of privacy, the global reach of U.S. copyright law, and a challenge to government's ability to eavesdrop on calls and emails without a probable-cause warrant, among others. In this very special session noted litigator and Supreme Court advocate Theodore Olson will join us for an-depth look at the High Court's 2011-2012 and 2012-2013 terms and share his insights into cases that could influence nearly all aspects of American life.

Speakers:
Theodore B. Olson,
Partner,
Gibson, Dunn & Crutcher LLP;
Former Solicitor General of the United States

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

Track 1: Risk & Compliance: Leading Practices in Information Management

Sponsored by

eDiscovery 3.0: Emerging Practices

Advances in technology continue to change the way eDiscovery is performed. Most notably, predictive coding, or "technology assisted review," is becoming more widely accepted as part of the document review process. There continue to be questions about how it should be used, what level of disclosure is required, and the practical impact that it will have on the eDiscovery workflow. In addition, the strategies, implications, and challenges for predictive coding are still being addressed, prompting a reconsideration to a quality control approach. This presentation will offer several strategies for improving quality control while using predictive coding for document review.

  • Manfred Gabriel,
    Forensic Principal,
    KPMG LLP

Track 2 Information Governance

Sponsored by

Risk and Reward in the Cloud: Case Law and Cost Savings

As more organizations opt for cloud-based solutions to lower costs or meet stringent privacy and
security requirements, questions on collection, legal jurisdiction, and privacy are beginning to arise.  This session explores emerging case law around the cloud and covers topics such as data ownership, multi-tenanted environments, and cross-border litigation.   You'll further learn how cloud computing can provide new levels of security, collaboration, agility, speed, and cost savings, while defensibly enforcing comprehensive information governance.

Moderator:

  • George Tziahanas,
    SVP, Legal and Compliance Solutions,
    HP Autonomy

Panelists:

  • Ken Rashbaum , Esq.,
    Principal,
    Rashbaum Associates, LLC
  • Tim Carroll,
    Partner,
    Perkins Coie's Commercial Litigation Practice

Track 3: Technology and Trends Transforming the Legal World

Sponsored by

How is Big Data Driving the Future of Your Law Practice?

Today, in the digital age, the demands on legal professionals are considerably higher. Law firms are expected to navigate more digital information than even existed a generation ago. As economic realities drive tougher competition, the firms that can recognize and master this new data-rich environment will have a sharper competitive edge. So what are the driving factors? Learn how new tools to validate, organize, and even visualize legal information are helping legal professionals master massive amounts of court information and find new insights.

Speaker:

  • Ian Koening,
    Chief Architect,
    LexisNexis

Track 4: Technology in Practice

Sponsored by:

Fixed- fee Arrangements: How to NOT Have Regrets After Taking on the Matter

Over the past few years fixed fee legal work has been increasing as more clients want certainty around legal budgets. Fixed fee work brings with it risk. It is easy for a firm to lose money due to unanticipated factors and underestimating the effort involved in the delivery of the services. This session will discuss ways to manage and reduce this risk from collecting the data, to mining it, to applying it to your firm's daily operations.

  • Dan O'Day,
    Vice President, Operations,
    Thomson Reuters Elite

Track 5: Corporate Law Departments: Unique eDiscovery Challenges Facing In-House Counsel

Sponsored by

Statistical Sampling to Enhance & Defend Your E-Discovery Practice

Although the complexities of statistics may seem daunting to many lawyers, statistical sampling is fast becoming essential to the discovery process. In e-discovery, statistical sampling can help increase confidence, reduce cost and improve defensibility. But the advantages of sampling are rarely realized, simply because most lawyers are not statisticians. This panel will discuss what in-house counsel needs to know about statistical sampling in e-discovery matters, including:

  • The basics of statistical sampling
  • Why in-house counsel should consider incorporating statistical sampling into the e-discovery process
  • Opportunities to use statistical sampling
  • Key decisions counsel must make when using statistical sampling

Moderator:

  • Maureen O'Neill,
    Vice President of Discovery Strategy,
    DiscoverReady LLC

Speakers:

  • Pallab Chakraborty,
    Director of eDiscovery,
    Oracle
  • Gordon V. Cormack,
    Professor at the David R. Cheriton School of Computer Science,
    University of Waterloo
  • Maura R. Grossman,
    Counsel, Wachtell,
    Lipton, Rosen & Katz
  • Jim Wagner,
    Chief Executive Officer,
    DiscoverReady LLC

Track 6: Advanced IT

Presented by

What's Keeping You Up At Night?

Join us for an interactive and thought provoking discussion with our panel of law firm CIOs who will dialog about key issues keeping them awake at night. Hear how these CIOs are responding to today's challenges and opportunities, focusing on the implementation of new enterprise technologies and improving workplace business processes to bringing in new laterals or acquired law offices. We will look at managing organizational change when it comes to making the initiatives widely adopted and successful firm-wide.

Moderator:

  • Gina Buser,
    Principal & CEO,
    Traveling Coaches, Inc.

Speakers:

  • Ash Banerjee,
    Chief Information Officer,
    WilmerHale
  • Jeff Rovner,
    Managing Director for Information,
    O'Melveny & Myers LLP
  • Judi Flournoy,
    CIO,
    Kelley Drye & Warren LLP

Track 7: Taking Control of eDiscovery

Sponsored by

Cooperation: Choosing Your Battles

Mock hearing format
Many feel that protracted discovery battles waste time for no purpose. This session will provide attendees with an understanding of which disagreements to resolve with cooperation, and which are worth fighting on behalf of your client.

  • Facilitator: Brooke J. Oppenheimer,
    eDiscovery Attorney
    Axinn, Veltrop & Harkrider LLP
  • Anne Kershaw,
    Founder,
    A. Kershaw, P.C.
    [Role: Attorney]
  • Gail Gottehrer,
    Partner,
    Axinn, Veltrop & Harkrider LLP
    [Role: Attorney]
  • David J. Waxse
    United States Magistrate Judge,
    District of Kansas

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

Day One Plenary Session - Open to All

Sponsored by

Facing the Cliff: Can Proportionality Avert the eDiscovery Crisis?
Proportionality has been touted by industry cognoscenti as the bridge over the chasm of troubling eDiscovery disputes. Despite the hype, many doubt that proportionality can prevent courts, clients or counsel from plummeting into the abyss of spiraling costs and lengthy delays that often characterize discovery. For example:

  • Can predictive coding facilitate proportional discovery when lawyers are unwilling to share their training set of documents?
  • Should proportionality standards apply to the preservation of ESI to help address the high costs of retaining so much data?
  • Will the proportionality rule ever be used to rein in lawyers and judges that have distorted the standard of discovery from reasonableness to perfection?

Please join us as Philip Favro, Discovery Counsel, Symantec Corp. leads a distinguished panel of experts in a lively debate on these issues

Moderator:

  • Philip Favro,
    Discovery Counsel,
    Symantec Corp

Panelists:

  • Shawn CheadleShawn Cheadle, Esq.,
    General Counsel, Military Space,
    Lockheed Martin Space Systems Co.
  • Frank MaasHon. Frank Maas,
    United States Magistrate Judge,
    Southern District of New York
  • Ariana J. Tadler, Esq.,
    Partner,
    Milberg LLP

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

Track 1: Risk & Compliance: Leading Practices in Information Management

Sponsored by

Predictive Coding – Emerging Best Practices

As predictive coding makes its way from the Nerdsville to Main Street, the industry has had to develop new methods and procedures to accommodate and leverage the technology. Similarly, new protocols have been drafted, negotiated and agreed. In this session, proposed guidelines for a predictive coding engagement will be presented. The panel members, drawing on their pioneering experience in predictive coding projects, will discuss and comment on the proposed guidelines, touching on legal and protocol considerations, technological capabilities and constraints, and requirements for statistical validity.

Moderator:
  • Warwick Sharp,
    Vice President Marketing and Business Development,
    Equivio
Panel:
  • Bennett B. Borden,
    Chair, Electronic Discovery and Information Governance Section,
    Williams Mullen
  • Stephanie A. "Tess" Blair,
    Partner,
    Morgan, Lewis & Bockius LLP
  • Sean M. Byrne,
    Principal,
    Byrne Law Group
  • Thomas C. Gricks III,
    Partner,
    Schnader Harrison Segal & Lewis LLP

Track 2 Information Governance

Sponsored by

Addressing the Big Data Dilemma: Deletion, Automation and Managing Legal Risk

How can an organization manage their legal obligations in today's world of big data challenges? How do you effectively govern information when any employee can share company data on drop box, or fill an entire library with just the data they store on a smartphone? How can a firm satisfy its fiduciary responsibility without the ability to defensibly retain and dispose of astronomical amounts of its clients' data? This session explores strategies to increase transparency, reduce cost and complexity, and holistically manage diverse sources and extreme data volumes through advanced analytics, automated policy control and classification.

Moderator:

  • Brian Weiss,
    VP Information Governance,
    HP Autonomy

Panelists:

  • Hon. Ron Hedges,
    Former US Magistrate Judge
  • Jason R. Baron,
    Director of Litigation,
    National Archives and Records Administration
  • Barry Murphy,
    Co-Founder, Principal Analyst,
    eDJ Group, Inc

Track 3: Technology and Trends Transforming the Legal World

Sponsored by

Taming the Wild West of Social Media
The Secrets of Social Media Success in the Legal Profession

Social Media is here to stay, and each day its impact on the legal profession grows. From the explosion of consumers finding lawyers using social media, the Web and mobile devices, to lawyers writing their own blogs, and social media's place in legal headlines, social media is everywhere. While it may seem like the Wild West at times, social media does have a real role in both the business and practice of law. In this session, we will explore what the social media landscape looks like today, best practices channel- by-channel, including Facebook, LinkedIn, Twitter and blogging, and ethical and legal considerations for 2013. Join our esteemed panel and learn how you can harness the power of social media for your firm's success.

Speakers:

  • Larry Bodine, Esq.,
    Editor-in-Chief,
    Lawyers.comSM
  • Stephen Fairley,
    CEO
    The Rainmaker Institute™
  • Steve Mann,
    Chief Marketing Officer,
    LexisNexis

Track 4: Technology in Practice

Sponsored by:

How to Develop and Implement a Successful Business Development Strategy

In today's market, it's becoming increasingly important for law firms to demonstrate ROI on business development activities. Firms must be able to identify which marketing efforts translate to financial results. This session will focus on what data should be collected and how to develop and measure KPIs in order to improve business development strategies, ultimately helping law firms gain an advantage over their competition.

Speakers:

  • Michael Warren,
    Director,
    Stanton Allen
  • Joe Przybyla,
    Senior Manager of Business Development Operations,
    Thomson Reuters Elite

Track 5: Corporate Law Departments: Unique eDiscovery Challenges Facing In-House Counsel

Sponsored by

Key Ethical Concerns for Lawyers in e-Discovery

Attorneys conducting and supervising extensive electronic discovery find themselves negotiating an evolving ethical landscape that is impacted by ever increasing data volumes, a lack of bright line rules as to how and when those data volumes must be preserved, and constant changes in how the resultant data can be reviewed and produced using traditional and technology assisted review methodologies. This panel will address how lawyers can recognize and comply with their ethical obligations while:

  • Carrying out and supervising the duty to preserve relevant ESI
  • Meeting and conferring on e-discovery issues with the appropriate level of transparency and cooperation.
  • Managing the processing, review, and production of large volumes of documents and information.
  • Employing sophisticated e-discovery software tools and processes including technology assisted review
  • Accessing and using information from social media sites in discovery.

Moderator:

  • Matt Miller,
    SVP, Marketplace Leader & IP Practice Group Leader,
    DiscoverReady LLC

Speakers:

  • Michelle Spak,
    Senior Counsel,
    Duke Energy
  • M. James Daley,
    Partner,
    Daley & Fey, LLP
  • Jim Wagner,
    Chief Executive Officer,
    DiscoverReady LLC
  • Eric Cottrell,
    Partner,
    Parker Poe
  • Elizabeth Hyon,
    Assistant Vice President,
    Legal Barclays Capital
  • Craig Cannon,
    Global Discovery Counsel,
    Bank of America

Track 6: Advanced IT

Presented by

Developing a Law Firm Security Awareness Program

The threats to your physical records and electronic data are increasing every day. The more you know, the better you will be able to assist your firm in responding to audits and request for proposals and finally in building your own Security Awareness Program. Learn from law firms who have built these programs, how they are developing stronger security, and protecting their assets.

Speakers:
  • Carlos Rodriguez,
    Lathrop & Gage LLP
  • Mark Brophy,
    Director of Information Technology,
    Rogers Townsend & Thomas, PC

Track 7: Taking Control of eDiscovery

Sponsored by

Interoperability and Data Reuse in the ERA of Big Data and eDiscovery

IBM and HP both make the bold claim that 90% of all data ever created was produced in the last two years. Given the data deluge, corporate legal departments are starting to embrace the concept of interoperability including the need to capture institutional knowledge, seek greater team collaboration, repurpose and reuse data, and promote greater consistency in business process to achieve broader institutional benefits. The growth of data has also led to eDiscovery becoming a key part of the corporate information governance paradigm.

Learn from our experts on how to manage big data. Topics may include:

  • How enterprise information assets can be efficiently accessed and used by corporate legal departments while retaining and leveraging legal work product.
  • How technology and process can be combined to improve team collaboration and guard against institutional memory loss.
  • New technologies beyond clustering and predictive coding that the big data revolution may bring to the eDiscovery toolkit
Predictions on what the big data revolution and convergence with information governance mean for eDiscovery, corporate legal spend and operational efficiency.

Moderator:

  • Anita Engles,
    VP of Product Marketing,
    Daegis

Speakers:

  • David Leone, Esq.,
    Director of LSS
    Saul Ewing LLP
  • Chris Mellen,
    Digital Forensics PM,
    Digital Forensics & Advanced Analytics, SAIC
  • Chad Papenfuss,
    Litigation Support Manager,
    FTC
  • Susan Sparrow,
    Senior Program Manager General Dynamics Information Technology,
    HSCD, Justice Programs

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

Track 1: Risk & Compliance: Leading Practices in Information Management

Sponsored by

The Unforseen: eDiscovery Project Management

The panel will discuss the project-management challenged that result from unforeseen events in e-discovery projects. We will discuss a diverse range of practical topics, including:

  • How do you respond to change in scope after the document review has started?
  • How do you adapt your TAR strategy when instructions change?
  • How to use prioritization, data analysis, and workflow to adopt to changes in budget or time available?

Moderator:

  • Manfred Gabriel,
    Forensic Principal,
    KPMG LLP

Speakers:

  • Matt Clarke,
    Shareholder,
    Ryley Carlock & Applewhite Document Control Group
  • Michael Fluhr,
    Discovery Counsel,
    Carroll Burdick & McDonough
  • Meagan Thwaites,
    Litigation Counsel, Chief Litigation Office,
    Boston Scientific Corporation
  • Vincent Miraglia,
    Chief Counsel,
    International Paper Company
  • Renato Opice Blum,
    CEO and Partner,
    Opice Blum, Bruno, Abrusio e Vainzof

Track 2 Information Governance

Sponsored by

Shine a Light on Your Dark Data

EIDC predicts 50x growth of data by 2020, 90% of which will be unstructured information. Enterprises needing to comply with emerging regulation, such as the Dodd Frank Act, are looking for methodologies and solutions to overcome the challenge of dark data – addressing the unmanaged electronic information repositories that exist in virtually every organization. During this session, we will explore opportunities and benefits of exposing, disposing and optimizing remaining assets for business purpose.

Moderator:

  • Galina Datskovsky,
    SVP Information Governance,
    HP Autonomy

Panelists:

  • John Isaza, Esq.,
    FAI, Partner,
    Rimon PC
  • Hon. Ron Hedges.
    Former US Magistrate Judge
  • Alison North,
    CEO, AN Information Ltd and Director,
    ARMA International
  • David W. Smythe,
    Director, Business Information Services,
    CREDIT SUISSE AG

Track 3: Technology and Trends Transforming the Legal World

Sponsored by

State of the E-Discovery Software & Service Market

For those of us who remember e- discovery in its infancy, we can appreciate the growth of the industry. But no one back then predicted the absolute explosion of data at such mind boggling rates, the challenges it imposes, the changing business models in the fight for survival, progress on the information governance front and the growing pains practitioners and vendors across the board have faced. The analyst community will help us look back at major impacts and make predictions into the future, with their unbiased and pragmatic advice for practicing professionals.

Speakers:

  • Vivian Tero,
    Program Director Governance, Risk & Compliance (GRC) Infrastructure,
    IDC
  • Karl Schieneman,
    President,
    Review Less, LLC
  • Barry Murphy,
    Co-Founder, Principal Analyst,
    eDJ Group, Inc
  • Laura A. Zubulake,
    Author of Zubulake's e-Discovery: The Untold Story of my Quest for Justice

Track 4: Technology in Practice

Sponsored by:

Electronic Billing: Trends and Best Practices

An examination of the current legal electronic billing situation shows that the playing field is increasingly complicated and complex. Law firms must manage to ever-changing requirements and year over year growth in e-billing demand from clients. It's critical for law firms to understand trends in the industry; how e-billing impacts resources, revenue, and cash flow; and what can be done to stay ahead of the curve and improve internal processes.

Speakers:

  • Carlos Seoane,
    General Manager, eBillingHub,
    Thomson Reuters Elite
  • Frank Puleo,
    Accounting Applications Manager,
    LeClairRyan

Track 5: Corporate Law Departments: Unique eDiscovery Challenges Facing In-House Counsel

Sponsored by

Predictive Coding for Investigations & Regulatory Matters

Over the last two years, there has been an avalanche of commentary on how automated review and predictive coding tools can and will be used to supplement or replace current e-discovery processes. This year, we've seen corporate and law firm clients actually dip their toes into the pool of automation, only to face resistance from opponents, mostly due to lack of understanding of automation.

We will focus our discussion on how to tackle:

  • Your duty to explain your use of automation in various cases, including as a way to organize data in a "produce all" request vs. a targeted production
  • Regulators' use of Technology Assisted Review ("TAR") on inbound productions, and how it may affect your outbound strategies
  • Best use cases for using predictive coding in internal investigations such as insider trading, where those under investigation are likely to use code rather than keywords

Speakers:

  • Marla Bergman,
    Vice President, Assistant General Counsel, Legal and Internal Audit,
    Goldman Sachs
  • Jim Wagner,
    Chief Executive Officer,
    DiscoverReady LLC

Moderator:

  • Amy Hinzmann,
    SVP - Financial Services Practice Group Leader, Marketplace Leader,
    DiscoverReady LLC

Track 6: Advanced IT

Presented by

Protecting Your Crown Jewels in a Virtual World: Strategic Systems Recovery

Join our speakers on a journey into the virtual world and how they protect their data and physical infrastructures with tools such as cloud services, storage snapshots, bare metal hypervisors and database availability groups (DAG).

Moderator:

  • Marcus Bluestein,
    Kraft and Kennedy

Speakers:

  • Jim McCue,
    Rodey, Dickason, Sloan, Akin & Robb, P.A.
  • Steve Shock,
    Irell & Manella LLP
  • Steve Skidmore,
    Martin, Clearwater & Bell LLP

Track 7: Taking Control of eDiscovery

Sponsored by

What is a Quality eDiscovery Process and How Do You Defend It?

The lack of formalized standards in eDiscovery poses challenges with respect to both methodology and defensibility. With the high stakes of litigation, growing expectations on the part of the judiciary, and the increasing frequency of spoliation motions, the components of the eDiscovery process continue to be susceptible to attack. As a result, litigants are often forced to focus on defense of their process, rather than the merits. Moreover, courts are frequently asked to evaluate the reasonableness of a particular process in retrospect, only after a party has made a significant investment in technology and resources. These issues should be considered and faced head on, from the inception of a matter.
This session is designed to provide practical guidance on how to develop a defensible eDiscovery process and how to withstand an attack. It will focus on the most frequently challenged aspects of the eDiscovery process and address such questions as:

  • What aspect of the eDiscovery process are most at risk of challenge?
  • What steps can parties take proactively to avoid an attack on their process?
  • What showing must be made before an eDiscovery process can be attacked?
  • How are these challenges likely to be made in motion practice and case management conferences?
  • What do parties need to submit to the court in defense of their process?
  • What standards govern judicial scrutiny and evaluation?
  • Is there a need for formal process standards and, if so, is it possible to develop them at this point in time?
  • What impact would potential new standards have on the vendor and legal community?

Moderator:

  • Doug Stewart,
    EnCE, Vice President of Technology and Innovation,
    Daegis

Speakers:

  • David Horrigan, Esq.,
    Analyst
    E-Discovery and Information Governance
    451 Research, a division of The 451 Group
  • Jason R. Baron,
    Director of Litigation,
    National Archives and Records Administration
  • Lauren Schwartzreich,
    E-Discovery Counsel,
    Littler Mendelson
  • Mira Edelman,
    Discovery Counsel,
    Google

5:00 PM Welcome Cocktail Reception - Open to Exhibitors and Paid Conference Attendees

Sponsored by:

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CLE EligibleCLE Eligible Ethics Eligible Ethics Credit Eligible KeynoteElimination of Bias Credit Eligible
 
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