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Conference Schedule

LegalTech® New York 2014

February 6, 2014

Select your agenda view:
At-a-Glance Timeline
9:00 -
10:00 AM

LegalTech Day Three Keynote General Session Presentation

Sponsored by


Privacy and Security

From world leaders’ cell phones to the intellectual property of Fortune 500 companies to tweens tweeting their Miley Cyrus impersonations, all of our online musings, proclamations and admissions are available for the taking and, make no mistake, all of our information is being taken.  Be it benign targeted marketing or the more nefarious theft of our IP and IDs, online anonymity and security are a thing of the past. Please join us for this illuminating look at privacy and security in today’s technologically advanced world. Moderated by Monica Bay, Editor-in-Chief of Law Technology News, this Keynote Panel will include Cullen Hoback, Director of the startling documentary “Terms & Conditions May Apply”, an in-depth look at the erosion of our privacy in the increasingly online world; Trevor Hughes, President and CEO of the International Association of Privacy Professionals; and Donna Payne, CEO of PayneGroup, ILTA Vendor Thought Leader of the Year 2013 and staunch advocate of privacy rights.  Ms. Bay will introduce clips from Director Hoback’s film and the three panelists will react.  This one-of-a-kind panel will expose vulnerabilities, question authority and make you think twice before you blindly click “I Agree”.

Moderator:
  • Monica Bay,
    Editor-in-Chief,
    Law Technology News
Panelists:
  • Cullen Hoback,
    Hyrax Films
  • Trevor Hughes,
    President and CEO,
    International Association of Privacy Professionals (IAPP)
  • Donna Payne,
    CEO,
    PayneGroup
10:00 -
10:30 AM
Exhibit Hall Break
10:30 -
11:45 AM

Track 1: The Power of eDiscovery

Legal

The Changing of the Guard- How Cutting Edge Corporate Legal Departments Are Reinventing In-House eDiscovery

Nowhere is eDiscovery evolving more quickly than behind the scenes of some of the world's most savvy enterprises. In this session, hear how cutting edge corproate legal teams have turned the tables on traditional eDiscovery approaches, effectively rewrtiting best practices for 2014 and beyond. Our panel of experts will discuss:

  • What are ways to significantly reduce legal spend and improve outcomes when managing eDiscovery
  • Why hybrid deployment models are quickly surpassing traditional, on premise only approaches
  • What are ways to revolutionize the communications patterns with outside counsel
  • What are the ROI metrics that really move the ball for forward thinking corporations
Speakers:
  • Dean Gonsowski,
    Vice President, Business Development and Head of Global Information Governance,

    Recommind
  • Marla Bergman,
    Goldman Sachs
  • Meghan Landrum,
    Google
  • Cliff Dutton,
    AIG

Track 2: Legal Operations

LegalTech

Measuring for Value: Addressing the Challenges in Measuring Performance Quality In and Outside of the Corporate Law Department

As law departments seek to reduce their legal spend, the question is how to optimize the trade-off between cost and benefits.  This requires ever sophisticated metrics in order be successful.   The problem is that truly measuring attorney and vendor quality and performance is perhaps the most difficult measurement problem facing the industry.  Every law firm and vendor claims to be high quality and efficient.  They claim to be providing value.  Obviously, the truth value of these claim is difficult to evaluate.  
 
What are the correct metrics?  How can one validate those metrics? How can those metrics evolve over time to capture the difficult nuances associated with evaluation question?   Is it even possible to direct measure the question?  If not, what are the best available proxies?

Speakers:

  • Daniel Katz,
    Associate Professor of Law & Co-Director ,
    ReInvent Law: A Law Laboratory Devoted to Innovation
  • Josh Becker,
    CEO,
    Lex Machina

Track 3: Government Investigations & ED

Legal

The Role of Litigation Technology in Government Investigations and Cases: What You Need to Know Litigating in the 21st Century

The litigation technology tools and practices used by the government and those subject to investigations can help shape strategy and sometimes outcome.  When dealing with the government the procedures can be very different than those which apply in private litigation.  Often investigating agencies have preferences for various aspects of discovery, including production format, so being aware of those needs in advance can help streamline a case.  This panel will address litigation technology best practices to help you navigate an often complex landscape.

Moderator: 

  • George Kiersted,
    President,
    Kiersted Systems

Speakers:

  • Allison Stanton,
    Director of E-Discovery, FOIA, and Records,
    Department of Justice-Civil Division
  • Joshua Wood,
    Director of the Office of Litigation Support,
    Department of Justice-Civil Division
  • Tracy Greer,
    Senior Litigation Counsel for E-Discovery,
    Department of Justice-Antitrust Division
  • Karl Wetzel,
    Assistant Director of the Office of Technical Services,
    Securities and Exchange Commission

 

Track 4: Information Governance: Secrets of Success for Strategy and Action

Technology

Rightsizing Your Program to Get Funding and Succeed

Enterprise Information Governance programs are often as complex as the problems they are intended to solve, incorporating governance needs and requirements of a multitude of internal and external stakeholders while beholden to industry requirements and tight budgets. In this session, our panel of seasoned experts will help prepare attendees with best practices for breaking down the Information Governance equation in their or their clients' organizations in order to kick-start an IG program. Topics to be explored include:

  • Assessing current realities to gain an understanding of what information-based threats and opportunities exist
  • Prioritizing threats and opportunities by evaluating risk/reward and estimating remediation ROI, including defensible deletion
  • Achieving cross-stakeholder support for development of an Information Governance framework and program

Moderator:

  • Barclay Blair,
    President and Founder,
    ViaLumina

Panelists:

  • Julie J. Colgan,
    Director of Information Governance Solutions,
    Nuix
  • Galina Datskovsky,
    Independent Information Governance Consultant
  • Jason R. Baron,
    Of Counsel,
    Drinker Biddle & Reath
  • Dan Regard,
    Managing Director,
    iDiscovery Solutions
  • Susan Goodman, MLS, CRM, IGP, CIP, CIPP/US,
    Director, Records and Information Management (RIM),  
    Consumer Reports

Track 5: Technology Assisted Review

LegalTechThe TAR Workroom

Now that the industry has more TAR case history and experience to draw upon, workflow guidelines are emerging as well.  This panel will guide participants through a working session examining the lifecycle of a TAR project, including:

  • planning for a TAR project
  • establishing statistical goals based on selected TAR objectives
  • defining the TAR project team’s roles and responsibilities
  • evaluating TAR training options
  • devising QC strategies
  • assessing TAR results
  • deciding optimal pathways for strategic utilization of TAR results
  • documenting the project to ensure defensibility and replicability

Participants will emerge with an understanding of what it takes to plan and implement a successful TAR project.

Moderator: 

  • Shelia Mackay,
    Vice President, Consulting
    Xerox

Panelists:

  • Mira Edelman,
    Discovery Counsel,
    Google
  • Bennett Borden,  
    Partner and Co-Chair of the Information Governance and eDiscovery Group,
    Drinker Biddle & Reath
  • Stuart LaRosa,
    Senior Search Consultant,
    Xerox
  • Julie Brown,
    Litigation Technology Executive Manager,
    Vorys, Sater, Seymour & Pease

Track 6: Managing Big Data

LegalTechTransforming Discovery Through the Optimization of Legal Intelligencee

Accurately identifying potentially relevant documents in discovery is often described as finding needles in a haystack.  With data growing exponentially, legal counsel is struggling to control the size of the haystack.  However, they can now effectively identify where the needles reside earlier in the process with greater accuracy than ever.   By combining technology and analytical expertise, it is now possible to gather early stage legal intelligence to develop case strategy and efficiently zero in on the needles in mountain of hay.

Speakers:

  • Dave Deppe
    President
    UnitedLex
  • Christine Hasiotis
    Senior Counsel & GE Legal Support Solutions Leader
    Electric Insurance Company
  • Jason Yurasek
    Litigation Partner
    Perkins Cole
  • Mark McGrath
    Associate
    Sheppard, Mullin, Richter & Hampton LLP
  • Jack Halprin,
    Head of eDiscovery, Enterprise
    Google
  • Farrah Pepper,
    Executive Counsel – Discovery,
    General Electric Company
11:45 -
12:15 PM
Exhibit Hall Break
12:15 -
1:30 PM

Track 1: The Power of eDiscovery

Technology

The rise of the machines? How computers can amplify human intelligence, not replace it.

Since the dawn of time, the ability to make, use and refine tools and machines has helped define and advance the human race. Now more than ever, assistance from technology is paramount in our world. We see and interact with it every day, from our smart phones and tablets to our vehicles and homes. This assistance is equally as important in our industry, with data volumes and client expectations growing at an exponential rate; humans alone can’t keep up.  In this session, you will learn about the different techniques and approaches for assistive technology and how it applies to eDiscovery including:

  • Artificial Intelligence vs. Amplifying Human Intelligence
  • How Human-Machine symbiosis is the next generation of assistive technology
  • The key differences between TAR, CAR, and Predictive Coding
  • How to successfully apply utilize this capability in eDiscovery
Speakers:
    • Neil Etheridge,
      Recommind
    • Patrick Oot,
      Electronic Discovery Institute
    • Daniel Lim,
      Former VP & Deputy G ,
      Guidance Software, Inc

Track 2: Legal Operations

Legal Integrating In-house Legal and Contract Management Functions – Proactive and Strategic Approaches

The legal contracting process is often seen as a source of conflict and cost, rather than collaboration and value, with lawyers accused of hindering rather than facilitating business growth. Through the design, delivery, and success of strategic contract management, savvy organizations can use contracts to gain competitive advantage.  Learn how proactive contract and legal professionals can work together, in harmony, towards common goals in cross-functional teams, while using the latest technology, outsourcing, and other contract management strategies.

Speakers:

  • Tom Fuchs,
    Senior Principal, Managed Markets Services,
    IMS Health
  • Shari Wilkozek,
    Senior Counsel,
    GoToMarket, Lead Engineering Motorola Mobility, a Google Company
  • Mark Ross,
    Vice President Legal Process Outsourcing,
    Integreon
  • T. Jason Smith,
    Director, Legal Management Consulting,
    Duff and Phelps

Track 3: Government Investigations & ED

Legal

Legal and Strategic Considerations in Government Investigations

New e-discovery developments are reshaping civil and criminal litigation with the government.  There are legal and strategic e-discovery challenges at each stage of an investigation.  The government stresses communication, expertise, and planning.  Understanding of the scope of claims, preservation issues, and search strategies can often set the tone for an entire case.  This panel will address recent legal and procedural developments in criminal and civil investigations as well as provide practical suggestions on how to engage the government if you become involved in an investigation.

Moderator: 

  • George Kiersted,
    President,
    Kiersted Systems

Speakers:

  • Allison Stanton,
    Director of E-Discovery, FOIA, and Records,
    Department of Justice-Civil Division
  • John Haried,
    Assistant National Criminal Discovery Coordinator, Department of Justice-Executive
    Office of the United States Attorneys
  • Leticia Vandarheer,
    Assistant U.S. Attorney, Department of Justice,
    U.S. Attorney's Office, District of New Jersey

Track 4: Information Governance: Secrets of Success for Strategy and Action

Technology

Hidden Tiger Crouching Privacy: A Problem IG Can Sink its Teeth Into

As the speed of information creation has rapidly outpaced our ability to manage it and the adoption of multiple communication and storage methods has greatly expanded the places we store information, it is becoming increasing critical to find and protect private and secret information. Information Governance professionals are well suited to helping their organizations tame this tiger. In this session, experts will share their experiences and successes around:

  • Understanding the nature of privacy risks that exist and where they are occurring
  • Evaluating and prioritizing identified information-based risk in context of your/your client's business operations
  • Exploring ways risk can be effectively mitigated through remediation, policy, training and/or risk transfer

Moderator:

  • Julie J. Colgan, Director of Information Governance Solutions, Nuix

Panelists:

  • Deborah Baron,
    CEO of North America,
    Nuix
  • Chris Dale,
    CEO
    ,
    The eDisclosure Information Project
  • Jason Ray,
    FTI
  • Trevor Hughes,
    Executive Director,
    IAPP

Track 5: Technology Assisted Review

Legal

TAR Ethics Lab – ABA & State Ethics Rules

This program addresses the ethical and legal consequences of using TAR in the context of a shifting landscape of governing rules. Through this interactive lab, participants will become better prepared to meet their ethical and legal obligations and help their clients contain ever-mounting e-discovery costs.

Last year, the American Bar Association (ABA) approved an important new resolution under the duty of competence (Model Rule 1.1) that requires lawyers to “keep abreast of changes in the law and its practice, including the benefits and risks associated with relevant technology …”  Amendments to rules on communications with clients (Model Rule 1.4), confidentiality (Model Rule 1.6), and supervision (Model Rule 5.3) also impact the use of TAR.  Various state ethics rules have since followed. 

In addition, significant changes to the Federal Rules of Civil Procedure regarding e-discovery have been drafted, but the debate continues under Congressional review before any changes go into effect near the end of 2015.
This panel will guide participants through real-life TAR scenarios that promote an understanding of the new ethical and legal landscape of e-discovery.

 

Moderator:

  • Gabriela P. Baron,
    Senior Vice President
    ,
    Xerox

Panelists:

  • Anthony Diana,
    Partner,
    Mayer Brown
  • Julie Brown,
    Litigation Technology Executive Manager,
    Vorys, Sater, Seymour & Pease

 

Track 6: Managing Big Data

LegalTechRisk-based Approach to Cyber Security Threats

Chinese hackers.  Organized crime syndicates.  Malicious insiders.  The NSA.  There is no shortage of cyber threats keeping those responsible for safeguarding valuable business and personal data awake at night.  The real challenge is to look beyond the latest headline or threat briefing and create a cyber-risk management program that suits your organization's unique risk profile.  Join our expert panel to explore a best practices approach to define true cyber risk, design a cost-effective holistic security program and, most importantly, be prepared for the inevitable data compromise incident when it occurs.

  • Jason Straight,
    Senior Vice President & Chief Privacy Officer,
    UnitedLex
  • Ted Kobus,
    National Co-leader Privacy and Data Protection,
    Baker Hostetler
  • Neeraj Sahni,
    Vice President,
    FINEX North America - Cyber and E&O Willis North America
  • Edward J. McAndrew,
    Assistant U.S. Attorney, Cybercrime Coordinator,
    U.S. Attorney's Office
1:30 -
2:00 PM
Exhibit Hall Break
2:00 -
3:00 PM

Track 4: Information Governance: Secrets of Success for Strategy and Action

Technology

Risky Business: The Critical Value IG Brings to Mergers, Acquisitions and Divestitures

A difficult world financial market increases competition, which usually results in a flurry of mergers, acquisitions, liquidations and divestitures. For IG professionals, these high-stakes transactions represent critical opportunities to affect value for their organizations and clients, both pre- and post-transaction. Come hear experts share case studies and insights on:

  • Supporting due diligence and HSR 2nd Request processes by finding and making information available that may not have been well managed or easy to find
  • Facilitating the assimilation of information assets post-transaction to ensure information is available, protected, and storage is optimized
  • Mitigating inadvertent release or disclosure during a divestiture or split

Moderator:

  • Julie J. Colgan,
    Director of Information Governance Solutions,
    Nuix

Panelists:

  • Jim Arnold,
    Managing Director, Forensic Technology Services
    ,
    KPMG
  • Bennett Borden, 
    Partner and Co-Chair of the Information Governance and eDiscovery Group,
    Drinker Biddle & Reath
  • Stephen Stewart,
    CTO,
    Nuix
  • Jeff Sherer,
    Sidley Austin
2:00 - 3:00 PM

Closing Plenary Session

LegalTech

Ripped From the Headlines: Cautionary Tales from the Annals of Data Privacy

Every week seems to bring another news story of a data breach or significant privacy gaffe. Close LegalTech with this interactive panel and learn how to help keep your company out of the Privacy Hall of Shame.


Speakers:

  • Dori Anne Kuchinsky,
    Assistant General Counsel - Litigation and Global Privacy,
    W. R. Grace & Co
  • Albert Raymond,
    TD Bank
  • Monique Altheim Esq., CIPP/US/E,
    Founder and Managing Partner,
    The Law Office of Monique Altheim
  • Kamal Patheja,
    Legal Director Global Software Licensing,
    DHL GBS (UK) Limited
3:00 PM Conference Adjourns/ Exhibits Close

KEY:

CLE EligibleCLE Eligible Ethics Eligible Ethics Credit Eligible KeynoteElimination of Bias Credit Eligible
 
LEGALTECHSubstance Abuse Credit Eligible  
LegalLegal LEGALTECHGeneral TechTech JudicialJudicial KeynoteKeynote
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