Legaltech® New York 2016 Conference Schedule

February 3, 2016

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At-a-Glance Timeline
9:00 -
10:00 AM

Day Two Keynote - Open to All

Cybersecurity and Data Espionage: Spy Stories for Lawyers

Sponsored by

Think your electronic information is safe? Think again. In today’s environment, every organization’s private and confidential information faces vulnerability to attack. The cyber-thieves targeting your data are sophisticated, brilliant, devious, and technologically advanced. They are modern-day spies. Robert Hanssen, one of the first and most notorious of these new cyber-spies, supported a 22-year-long espionage career by exploiting computer system security weaknesses—ultimately selling American secrets to Russia for more than $1.4 million in cash and diamonds.

In what promises to be one of the most exciting keynote presentations of Legaltech, come hear Eric O’Neill—inspiration for the hit movie Breach—describe how he solved a string of cyber-crimes and took down Robert Hanssen. Eric will use his real-life spy stories to show us how lawyers can deploy careful diligence, counter-espionage techniques, and restraint in social media to help minimize cyber-threats. Whether under attack from spies, hackers, hacktivists, or trusted insiders, every organization can learn from Eric’s experience.

Eric O’Neill formerly served in the FBI as a counterterrorism and counterintelligence operative. Graduating from the FBI’s Intelligence Program, Eric worked as a special surveillance group field operative tasked to surveil and monitor foreign, national, and domestic terrorists and spies. Eric currently runs The Georgetown Group, a premier investigative and security consultancy, where he specializes in counterintelligence operations, investigations into economic espionage, cyber security penetrations, internal investigations, and catching the trusted insider. Eric is an honors graduate of Auburn University. He earned his Juris Doctor degree from The George Washington University Law School, also with honors.
10:00 -
10:30 AM
Exhibit Hall and Coffee break
10:30 -
11:45 AM

Track 1: Advantage: Analytics

Questions and Answers: Analytics for Investigations & Compliance

Sponsored by

Investigating is about asking questions and finding answers—and analytics can hold the key. Communications mapping, phrase and entity extraction, conceptual groupings, and more are powerful vehicles to help you get where you need to go. Learn from experienced attorneys and data scientists how they’re successfully using a range of data analytics to expedite fact finding, inform decisions, and better support their clients. This session will present practical strategies and real life success stories that you can start replicating right away.

Discussion Leader:

  • Alexis Clark
    Data Scientist
    Recommind

Speakers:

  • Bennett Borden
    Chief Data Scientist and Chair of the Information Governance & eDiscovery Group
    Drinker Biddle & Reath LLP

  • Avi Gesser
    Partner
    Davis Polk and Wardwell

  • Alex Ponce de Leon
    Discovery Counsel

    Google

Track 2: Data-Related Risk: How to protect your information and manage risk in a world of intensifying threat and proliferating regulation

Intelligent Cloud: Ensuring Governance, Risk, Compliance & e-Discovery in Cloud-Based Applications

Sponsored by:

Cloud-based applications have exploded over the last few years. These applications allow companies to reduce infrastructure costs, gain flexibility and access enhanced functionality. Without adequate oversight and governance though, companies face increased risks of unauthorized access, theft of IP, and discovery and compliance failures. This panel will take an in-depth look at the risks associated with cloud-based apps and the emerging approaches and technologies being used to mitigate these risks and improve functionality.

Discussion Leader:

  • John Loveland
    Managing Director
    Huron Legal

Speakers:

  • Peter Baumann
    CEO and Co-Founder
    Active Navigation
  • Dean Gonsowski

    Vice President
    kCura

  • Mark Jenkins
    Sr. Director, Strategic Alliances
    Skyhigh Networks

  • Mike Silano
    Lead Solution Architect
    Box

Track 3: Optimizing Attorney Engagement for Better Client Outcomes

Seamless Marketing Content, Technology and Analytics for Optimized Client Journeys

Sponsored by:

Content is the hot topic among law firm marketers these days, including the need to reach every potential client through an array of social platforms. But it’s not enough to be a thought leader if you don’t have a well-defined strategy with a cross-sell and up-sell path, a personalized digital experience that reflects your clients’ business needs, the technology to manage your efforts, and clear-cut ROI. Most importantly, it needs to map to your clients’ journey across the lifetime of your relationship.

Client Advisor Michelle Woodyear and Product Director Toni Minick will provide a framework for developing and implementing a comprehensive digital marketing strategy that supports a wide range of technologies including CRM, broadcast email, website, blogs, pitch and proposal system, dashboard and analytics, and social media. 

Then, see how—with relationship mapping and analytics—you can move from the jumble of big data to useful metrics that help you optimize your clients’ journey. Analyze wins and losses; compare success rates by segment to find data patterns; understand the typical cadence of your opportunities; see which clients you’re losing, and to whom, to improve your positioning; know your marketing ROI—and what’s bringing in the right opportunities; and, translate historical data into trends to better forecast and predict. Today’s clients are media savvy, and you need to be a step ahead of them on their journey.

Speakers:

  • Toni Minick
    Director, Product Management LexisNexis InterAction
    LexisNexis

  • Michelle Woodyear
    Client Advisor LexisNexis InterAction
    LexisNexis

Track 4: Corporate Legal IT

Game Changer: Effects of the EU Safe Harbor Decision

Sponsored by:

The invalidation of the EU Safe Harbor law has impacted legal operations and information governance practices for global corporations operating in the EU. It has presented new challenges on how information can be collected, stored and used in the business of law. How will this affect the corporate environment? Hear from corporate legal department information managers and privacy specialists as they share changes in the rules and current and future challenges of this game-changing ruling.

Discussion Leader:

  • Jack Thompson
    Legal Technology Analyst
    UPS World Headquarters

Speakers:

  • Brian Corbin
    Vice President, Assistant General Counsel
    JP Morgan Chase & Co.
  • Chris Gallagher
    Senior Vice President, National Discovery Solutions & LPO Services
    Special Counsel
  • Kenneth N. Rashbaum
    Partner
    Barton LLP

Track 5: Ediscovery in Action

The Science of Predictive Coding: How Has TREC Changed Ediscovery and What Have We Learned From the 2015 TREC Total Recall Track?

Sponsored by:

Have you heard of TREC – the Text Retrieval Conference? Are you familiar with its research under TREC’s “Legal Track” and its successor, the “Total Recall Track”? Perhaps you are not exactly familiar with TREC’s mission and research activities? How does TREC relate to ediscovery and predictive coding? 

This panel will be comprised of TREC veterans and predictive coding gurus. They will provide a summary of the history and purpose of the TREC program and dive deep into ediscovery lessons learned from participating in this scientific research program. Anyone who uses – or is thinking about using – predictive coding in their next ediscovery review project will benefit from learning more about TREC’s research.

Discussion Leader:

  • Emily Cobb
    Associate

    Ropes & Gray

Speakers:

  • Jason R. Baron
    Information Governance and eDiscovery Group
    Drinker Biddle & Reath LLP
    Former Director of Litigation, National Archives and Records Administration

  • Ralph Losey
    Shareholder
    Jackson Lewis

  • Jim Sullivan
    Senior Discovery Services Consultant
    Kroll Ontrack

Track 6: The “New Normal”: Coping with Today’s Leaner, Meaner, More Demanding Legal Environment

Transforming Your Legal Department to Contribute Strategic and Economic Value

Sponsored by:

As corporations cut costs to improve profitability, legal departments are being forced to re-examine their operations and come up with new ways to contribute value – providing strategic services, generating revenue and optimizing legal spend.  This panel will explore several strategies that legal departments can use to contribute greater value, including insourcing, negotiating contracts, maximizing headcount, integrating proven business principles into legal operations,  proactively enforcing patents, and leveraging technologies to make litigation more efficient and cost-effective.  ALM’s Director of Judicial Intelligence, Dirk Ohlin will present research findings of a recent survey of general counsel and chief legal officers at Fortune 1000 companies on the biggest pain points within legal departments relating to managing internal resources, vendor management, tech services, talent management and development, and process design and implementation.

Discussion Leader:

  • Nancy Jessen
    Senior Vice President, Legal Business Solutions
    UnitedLex

Speakers:

  • Ari Gabinet
    Executive Vice President, General Counsel
    OppenheimerFunds, Inc.

  • Dirk Olin
    Director of Judicial Intelligence
    ALM

  • Joshua Petty 
    Vice President and Deputy General Counsel
    Booz Allen Hamilton

  • Adam Storch
    Chief of Staff & Chief Operating Officer
    Legal, Compliance & Public Affairs

    Marsh & McLennan Companies, Inc.

11:45 -
12:30 PM
Exhibit Hall and Coffee break
12:30 -
1:30 PM

G2: Plenary Session - Open to All
Mitigating Risk with Information Governance and Insight

Sponsored by

In spite of stepped up efforts by most IT departments, organizations continue to face increased risk exposure from gaps in compliance, security and illegal behavior. Unfortunately much of this risk stems from what a company doesn’t know about their data both inside and outside their walls.
In this session, information governance experts will discuss:

  • The importance of gaining insight across your enterprise information
  • How this insight directly impacts your ability to achieve compliance, mitigate risk, and avoid costly penalties
  • The growing expectation of predictive analytics in governance
  • Perspectives on the right strategies, processes, and tools that can help you proactively take action with big data to reduce risk

Discussion Leader:

  • Matthew Levy
    Vice President eDiscovery
    Hewlett Packard Enterprise

     

Speakers:

  • Wayne Matus
    Managing Director, Global Head of eDiscovery
    UBS AG

  • Robert D. Owen
    Partner
    Sutherland Asbill & Brennan

  • Hon. Andrew J. Peck
    United States Magistrate Judge
    United States District Court
    Southern District of New York

  • Judy Selby
    Partner and Co-leader, Information Governance Team
    BakerHostetler

1:30 -
2:00 PM
Exhibit Hall and Coffee break
2:00 -
3:15 PM

Track 1: Advantage: Analytics

Survey Results: How Legal Ops, Analytics, and the Cloud are Reinventing Corporate Legal

Sponsored by

Legal operations leaders are driving an unprecedented focus on discovery processes, data security, and the efficiency of outside litigation teams. Ari Kaplan, Hal Marcus, and guest speakers will present findings from the benchmark 2015 Corporate Legal Operations Survey by Ari Kaplan Advisors, featuring insights into cloud readiness, investigations activity, discovery consolidation, performance metrics, and more. Come learn what legal operations leaders are doing (and not yet doing) to optimize security, visibility, and efficiency.

Discussion Leaders:

  • Ari Kaplan
    Founder
    Ari Kaplan Advisors

  • Hal Marcus
    Director of Product Marketing
    Recommind

Discussion Leaders:

  • Brent Holmes
    eDiscovery Program Director
    Siemens Corp.

  • Alex Ponce de Leon
    Discovery Counsel
    Google

  • Dawn Radcliffe
    Manager, Discovery & Legal Support
    TransCanadaPipelines, Ltd

  • Rick Schoeneck
    Director of Electronic Discovery
    Accenture

Track 2: Data-Related Risk: How to protect your information and manage risk in a world of intensifying threat and proliferating regulation

Monitoring Regulatory Compliance: Developing Risk-Based Processes to Support Policies

Sponsored by:

Regulatory exams, routine compliance demands, and potential enforcement issues are an ever-increasing risk for many organizations. This is especially true in highly regulated industries such as financial and pharmaceutical. Regulatory agencies are increasingly aggressive in their enforcement of existing supervisory requirements as well as recent new regulations. With the explosion of electronic data and multiple formats, organizations’ Legal and Compliance teams need well-designed, risk-based processes to support their compliance policies. The volume of communications (primarily e-mails and other electronic documents) can be extremely time consuming and costly to identify, monitor, and review. Organizations must utilize limited resources in order to respond to regulatory inquiries and exams, develop and implement remediation policies and procedures related to findings or action items, and then verify that implementation. These challenges are no light undertaking. This panel will address ways to efficiently and effectively address compliance issues related to monitoring and review of extensive data using technology, outsourcing, and other strategies.

Discussion Leader:

  • Robert Daniel
    Senior Director
    Huron Legal

Speakers:

  • Chris Greeley
    Partner
    Herrick

  • Michelle Mattei
    Associate Director – Healthcare Compliance
    Medivation

  • Omar Richardson
    Manager Compliance, Global Anti-Corruption

    American Express

Track 3: Optimizing Attorney Engagement for Better Client Outcomes

Convincing Attorneys to Embrace Business Development and CRM

Sponsored by:

Clients are the life blood of any law practice, and attorneys learn from law school on to protect their contact information. Law firms struggle to get attorney adoption of any technology, but when it comes to sharing contacts in a CRM system, most attorneys say Forget It. Given how quickly the industry is evolving, however, they’re learning that they no longer have a choice if they wish to be profitable. The question is, how can you get them to not just use but also embrace the technology to maximum advantage?

Hear Marketing Technology Manager Deb Dobson of Fisher & Phillips talk about how she’s implemented a successful program during her 15 years training users at several major law firms, using a multipronged methodology based on trust and respect. Learn how to sell CRM and business development by building support and consensus across all levels of the organization; developing technology cheerleaders; dividing and conquering; utilizing storytelling; moving at the user’s pace; and more.

Speakers:

  • Deborah Dobson
    Marketing Technology Manager
    Fisher & Phillips LLP

 

Track 4: Corporate Legal IT

Aligning New Technology, Data Protection, and E-Discovery

Sponsored by:

To be successful, companies must leverage new technologies. However, those great new tools and gadgets often bring complicated risk management issues. How do you effectively meet e-discovery obligations in an evolving world that includes different forms of collaboration, cloud services, BYOD, system upgrades and migrations, and increased compliance requirements? What about the challenges of identifying and preserving data when new technologies are introduced and new sources and types of data are revealed? How far should you dig to find data? Have you had to play catch up to understand the e-discovery impact after rolling out something new? This panel will help you look at ways to help defend the corporation without causing unnecessary backlogs and balance the sometimes competing interests of progress and protection.

Discussion Leader:

  • Joanne Lane
    Associate Director, Investigations & eDiscovery
    Merck & Co., Inc.

Speakers:

  • Jennifer Hamilton
    Global eDiscovery Counsel
    Deere & Company

  • Sadie Khodorkovsky
    Executive Director, Legal Discovery Management
    JPMorgan Chase & Co.

  • Eric Lieber
    Director of Legal Technology
    Toyota Motor Sales, USA
  • Tracey Garland Vinson
    Senior Counsel and Director of E-Discovery
    Bayer Corporation

Track 5: Ediscovery in Action

Turning on the Lights in a Dark [Data] Room

Sponsored by:

Companies, business units and individuals are all amassing huge volumes of disparate data.  One way or another, we are paying for it or not recognizing the opportunity cost associated with all that data.  This is what has led to the term “dark data.” Some organizations are masterfully using dark data to build their business. Yet, others succumb to the costly pains of trudging through small percentages of data amongst their huge data stores in reaction to a legal event. 

It’s time for the convergence of expertise and resources in information governance, data analytics, business intelligence, risk management and electronic discovery to build true information intelligence.  This interactive session will enable you to understand what dark data is, why it’s not the same for everyone, and how you can use it to your organization’s benefit without breaking the bank.

Discussion Leader:

  • Tom Barce
    Director of Consulting Services
    Kroll Ontrack

Speakers:

  • Vincent M. Catanzaro
    Of Counsel
    Shook, Hardy & Bacon LLP
  • James L. Michalowicz

    Senior Manager – Legal Operations Business Performance
    TE Connectivity

  • Clifford E. Nichols
    Senior Counsel

    Day Pitney

 

Track 6: The “New Normal”: Coping with Today’s Leaner, Meaner, More Demanding Legal Environment

Slashing E-Discovery Costs: Innovative Approaches and New Alternative Fee Arrangements

Sponsored by:

In today’s era of cost-cutting, many corporations have begun internalizing key functions that they used to outsource to law firms and service providers. In fact, in 2014 corporations reallocated approximately $1.1 billion from outside legal support to in-house operations to reduce costs. One main area that is ripe for reduction is e-discovery – the largest single litigation cost. This panel will showcase how law firms and service providers can dramatically reduce e-discovery costs and, at the same time, accelerate trial preparedness for their clients, without being forced to in-source this traditionally outsourced function. The session discusses how the “old way” of pricing e-discovery services (per-gigabyte pricing, hourly rates and unrealistic estimates) is being replaced by the “new normal”: a focus on total project cost, fixed fees and performance guarantees.

Discussion Leader:

  • Dave Deppe
    President
    UnitedLex

Speakers:

  • Brian E. Chebli
    Vice President, Assistant General Counsel
    Legal Discovery Management

    JPMorgan Chase & Co.

  • Christine Hasiotis            
    Executive Counsel & Director, Legal Support Solutions
    Electric Insurance Company

  • Anthony S. Lowe
    Managing Attorney Litigation Operations, Associate General Counsel
    Freddie Mac
  • Farrah Pepper 
    Executive Counsel – Discovery
    General Electric Company
  • Greg Witczak
    Vice President
    Deutsche Bank

 

3:15 -
3:45 PM
Exhibit Hall and Coffee break
3:45 -
5:00 PM

Track 1: Advantage: Analytics

Killer Uses of Analytics: Chat Mining, Audio Review, Efficiency Scoring, and More

Sponsored by

Analytics aren’t just changing the way we review; they’re impacting how we prepare for ESI conferences, tackle cross-border data privacy, assess compliance risks, negotiate protocols, and even measure the success of our efforts. Join leading attorneys and lit support professionals to explore the key analytics tools they use and the benefits they achieve. This session will feature a thought-provoking discussion of what review efficiency really means, and how best to achieve it across your case portfolio.

Discussion Leader:

  • Hal Marcus
    Director of Product Marketing
    Recommind

Speakers:

  • Janelle Belling
    Managing Director, E-Discovery Services & Strategy

    Perkins Coie, LLP
  • Steve Berrent
    President & Chief Executive Officer
    eMag Solutions
  • James A. Sherer
    Counsel and Co-Chair, Information Governance Team
    BakerHostetler
  • David L. Stanton
    Litigation Partner and Information Law & Electronic Discovery Team Leader
    Pillsbury Winthrop Shaw Pittman LLP

     

Track 2: Data-Related Risk: How to protect your information and manage risk in a world of intensifying threat and proliferating regulation

Contract Risk Management and Compliance

Sponsored by:

When managed well, contracts are among a company’s most valuable assets. But contracts also involve considerable risk: they are often the subject of litigation; they contain obligations that may be impacted by legislation and regulations such as Safe Harbor, Sarbanes-Oxley, the FCPA, or the UK Anti-Bribery Act; they may require appropriate statutory or regulatory language; or they may be subject to specific record retention requirements. Many organizations’ systems and processes simply do not provide the necessary visibility into contractual obligations and terms and they are forced to reconstruct the facts when challenged by a formal investigation or lawsuit. In these days of increased regulatory scrutiny, expansive litigation, and regulatory investigations, proactively ensuring that an organization’s contracts are in compliance and are managed effectively will mitigate much of the risk – and cost – of formal disputes. This panel will discuss strategies for establishing a contract management program that mitigates risk: assessing the risk, abstracting necessary information and ensuring it is housed and managed appropriately, and monitoring the program on an ongoing basis to intercept potential risk.

Discussion Leader:

  • Shannon Copeland
    Director

    Huron Legal

Speakers:

  • Helen Morey
    Principal, Global New Business Development Operations Leader
    Mercer

  • Machelle Morey, Esq.
    Corporate Counsel
    Atlas Copco North America LLC

  • Christina Wojcik, Esq.
    Vice President, Legal Services
    SEAL Software

 

Track 3: Optimizing Attorney Engagement for Better Client Outcomes

The New Attorney Experience:  Understanding the Litigation Landscape in 2016 & Beyond

Sponsored by:

This will be a panel discussion moderated by LexisNexis Application Architect Mike Etgen that will briefly discuss the current state of affairs for litigation, but then quickly move into a discussion of what the Litigation Attorney’s experience will look like over the next 5 years. This session will include valuable market insight into what Attorneys want in their litigation technology and tools, and the impact of the user experience on use and adoption of those tools.  The panel of experts will share their real-world experience around workflow challenges and software adoption. The session will also discuss an array of solutions in the market and offer ways we intend to better support them.

Discussion Leader:

  • Michael Etgen
    Senior User Experience Architect
    LexisNexis

Speakers:

  • Ron Best
    eDiscovery Counsel and Director of Legal Information Systems
    Munger, Tolls & Olson

  • David Cowen
    President and Managing Director
    The Cowen Group

  • Scott Milner
    Partner
    Morgan Lewis

 

Track 4: Corporate Legal IT

Marrying Corporate IT and Law Departments: An ROI Built in Heaven

Sponsored by:

In many corporations, the organizational chart separates IT from the law department intentionally. But when you start to focus on operational efficiencies, finding a way to unite the two –– at least for some projects –– can lead to greater success. Join a panel as they explore ways to build the relationship between these areas to encourage innovation, improve technology usability and improve ROI for legal systems. Hear insight related to process management improvements, change management and project management, focusing on managing disruption in the business change process, and getting lawyers onboard.

Discussion Leaders:

  • George Chiu
    Manager, Technical Systems Architect
    Prudential Financial, Inc.

  • Tracey Gaughan
    Legal Administrator & External Affairs Project Specialist
    Delaware North Companies

Speakers:

  • Marat Borodovsky
    Director of Systems Implementation
    Prudential Financial, Inc.
  • Brian Burlew
    VP, Legal Process Management
    Prudential Financial, Inc.
  • Mark Dameika
    Director – Information Technology and Head of Information and Records Management
    Astra Zeneca Pharmaceuticals
  • Jack Thompson
    Legal Technology Analyst
    UPS World Headquarters

     

Track 5: Ediscovery in Action

25 Ediscovery Warnings in 75 Minutes: Common Blunders that Befall Litigation Teams

Sponsored by:

Educational and entertaining!  Join experienced ediscovery moderators in a fast-paced series of live stories from audience members, who will share examples from their own experiences of ediscovery situations gone wrong, explain how the issue was ultimately resolved and share their lessons learned. 

From tips to save on monthly data hosting costs and avoid over-collection to knowing what de-duplication protocol to follow, this session will share tactical, practical examples of ediscovery gotchas –in 3 minutes or less each!

Discussion Leader:

  • George Socha
    EDRM Consultant
    Socha Consulting LLC

  • Josh Zylbershlag 
    Vice President, Client Experience
    Kroll Ontrack

 

Track 6: The “New Normal”: Coping with Today’s Leaner, Meaner, More Demanding Legal Environment

Cyber Security: GCs on the Front Lines

Sponsored by:

In matters of cyber security, the new reality is that it is no longer a matter of if a breach will occur, but when. The legal and reputational fallout from the mega-breaches suffered by major corporations over the last few years reveal that IT and legal were worlds apart in terms of preparing for a breach, formulating an immediate and effective response, and dealing with the many ramifications in the aftermath. Since then, the domains of CIOs, CISOs and GCs have gravitated towards one another, as GCs begin to understand and counsel the C-Suite on the implications of technology- and data-related decisions, and IT gains a more sophisticated awareness of areas of potential legal risk and exposure. But the legal and IT are still not completely in synch – and they need to be in order to protect the organization. This panel will educate lawyers on how to:

  • Do a better job communicating and partnering with IT
  • Secure executive buy-in and budget for appropriate security technologies
  • Assess and prioritize specific risk categories to inform spending decisions
  • Collaborate with IT on a comprehensive risk assessment and incident response plan before a breach occurs

Discussion Leader:

  • Jason Straight
    Chief Privacy Officer & SVP
    UnitedLex

Speakers:

  • Todd Ruback, Esq., CIPP-US/E, CIPT
    Chief Privacy Officer & V.P. Legal Affairs  
    Ghostery

  • Edward J. McAndrew
    Partner
    Ballard Spahr LLP
  • Tim Greene
    Senior Editor
    Network World

 

KEY:

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