official event program guide
Transcription
official event program guide
THE MOST IMPORTANT LEGAL TECHNOLOGY EVENTS OF THE YEAR! FEBRUARY 2-4, 2009 • THE HILTON NEW YORK HOTEL OFFICIAL EVENT PROGRAM GUIDE www.legaltechshow.com EDUCATIONAL SPONSORS: TM IN ASSOCIATION WITH: FROM THE PUBLISHERS OF: WELCOME to LEGALTECH® NEW YORK FEBRUARY 2-4, 2009 • THE HILTON NEW YORK HOTEL LEGALTECH® TOWNHALL FIRST LOOK: The MOST IMPORTANT legal technology event of the year, LegalTech 2009 features compelling and thoughtprovoking keynote speakers, engaging educational sessions and the most innovative and progressive technology on the market. FACULTY INSIDE THE LEGALTECH® STUDIO FACULTY INNOVATIONS: We are delighted to announce the newest innovations at LegalTech 2009. These “open to all” sessions are guaranteed to raise both questions and answers to the most common problems and concerns keeping us all up at night. MODERATOR Patrick Oot Director of Electronic Discovery & Senior Litigation Counsel Verizon Legal Department LegalTech Town Hall: Electronic Discovery, Monday February 2nd, 2009, 12:45 PM LegalTech Town Hall is where education and technology come together. This interactive panel of electronic discovery and legal technology experts will answer your specific questions which you can submit in advance of the conference. Visit www.legaltechshow.com/townhall to submit your video question (videos are subject to approval and inappropriate videos will be deleted). Earn 1.5 hours of free cle credits. MODERATOR Ramon Nunez SVP of i365 a Seagate Company Inside the LegalTech Studio: The Impact of Technology on Legal Leadership and Craig Ball Trial Lawyer Technologist, Computer Forensic Examiner Decisions, Tuesday February 3rd, 2009, 12:45 PM This high profile, conversational interview with a corporate general counsel, a corporate CIO and a law firm managing director discusses how technology has changed how business is done and what it takes to be ready for litigation and regulatory investigations. Earn 1.5 hours of free cle credits. Karen Cottle SVP, Corporate Secretary and General Counsel of Adobe Systems LegalTech on Demand: Theresa H. Beaumont Discovery Counsel Google Inc. Following the success of the LegalTech on Demand from the LegalTech West Coast show in 2008, we will be recording sessions at LegalTech 2009. Enjoy multiple sessions and increase your CLE by watching sessions online after the event. Visit www.legaltechshow.com and double or even triple your LegalTech experience. John D. Green CIO of Baker Donelson COMMUNITY: Linked-In Rebecca Korlis Executive Director, the Institute for the Advancement of the American Legal System; Colorado Supreme Court Justice (Ret.) Being a part of the LegalTech community no longer means just spending time networking the first week of February in New York City. Join the LegalTech group on Linked-In and make LegalTech a part of your every day. We will be using Linked-In as a medium for pre and post conference discussions so sign up today and take your place among the elite of the industry! Network Join your colleagues, friends and clients at LegalTech 2009 and stay on the cutting-edge of the ever evolving technology industry. From the newest trends, services and tools on display at the world’s largest gathering of technology and legal service providers on the exhibit show floor to the unparalleled expertise of the speaker faculty, LegalTech 2009 is the comprehensive and cohesive must-attend event of the year. Ruth D. Hauswirth, Esq. Director of Professional Development and Practice Services at Cooley Godward Kronish LLP On behalf of our partners, sponsors, faculty and exhibiting companies, we look forward to seeing you in New York in February! Sincerely, Browning Marean Partner DLA Piper The LegalTech Team REGISTER TODAY! EARN AT LEAST 3 HOURS OF FREE CLE/CPD CREDITS Mark Michels Managing Attorney Cisco George I. Rudoy, Thomas Thornbury Patrick Zeller Director of Global Practice Technology & Information Services, Shearman & Sterling Group Manager, Forensics & Incident Response Merrill Lynch Associate General Counsel Guidance Software Inc. CONFERENCE AT A GLANCE MONDAY | FEBRUARY 2, 2009 Emerging Electronic Discovery TRACKS CLE ELIGIBLE The Value of Employing Strategic Litigation Practices Knowledge Management CLE ELIGIBLE AED RM: TRIANON BALLROOM KM RM: REGENT PARLOR ESLP CLE ELIGIBLE RM: SUTTON PARLOR SOUTH Advanced IT The Globalization of Legal Technology GLT CLE ELIGIBLE AIT RM: RENDEZVOUS BALLROOM RM: BEEKMAN PARLOR SPONSORS 9:00 - 10:00 KEYNOTE PRESENTATION: Christopher J. Olsen, CRM, Systems Engineer, Principal, Lockheed Martin, Retired, Chief, Records, CIA RM: WEST GRAND BALLROOM Exhibit Hall Break 10:00 - 10:30 Executing eDiscovery Inside the Corporation How Integration Drives KM AED1: 10:30 - 11:45 KM1: LegalTech E-Discovery Town Hall OPEN TO ALL 3:00 – 4:00 5:30 SharePoint Best Practices AIT1: RM: WEST GRAND BALLROOM CLE ELIGIBLE TM Exhibit Hall Break KM2: KM from a Practicing Attorney Perspective AED2: eDiscovery Project Management Principals and Processes What is Twitter and How Can I Use It? OPEN TO ALL ESLP2: Dealing with Litigation Data Proliferation Office 2007 – Profound Changes – Positioning Users for the Future GLT2: Cultural Considerations AIT2: The World Wide Web: Operating 24/7 on a Global Scale AIT3: RM: WEST GRAND BALLROOM Exhibit Hall Break 3:45 – 4:15 4:15 – 5:30 The Effect of Data Protection Law on Collection and Discovery GLT1: presented by 2:00 - 2:30 2:30 – 3:45 Drive a More Efficient and Effective Approach to Litigation ESLP1: Exhibit Hall Break 11:45 – 12:45 12:45 – 2:00 presented by You Wanna Go to Court—Get a Lawyer; If You Wanna Avoid Going to Court—Get a Records Manager OPEN TO ALL KM3: KM from a Client Services Perspective AED3: eDiscovery Issues & Trends Welcome Cocktail Reception ESLP3: Global Electronic Discovery, or Did You Mean Disclosure? GLT3: Incorporating Project Management into Your Day Job sponsored by for Exhibitors & Paid Conference Attendees Only RM: WEST GRAND BALLROOM Sessions will be available on LegalTech on Demand Emerging Technologies 10:30 - 11:15 ETA1 SuperSessions ETA OPEN TO ALL RM: SUTTON PARLOR CENTER 11:45 - 12:30 ETA2 1:30 - 2:15 ETA3 2:45 - 3:30 ETA4 SS 9:00 - 10:00 Microsoft Office 2007 - Why Upgrade NOW? 10:30 - 11:30 Microsoft and Cloud Computing – Software Plus Service and Office 12:00 - 1:00 Save your firm time and money with Microsoft's Unified Communications technologies 1:30 - 2:30 Client Profiles and Microsoft CRM 3:00 - 4:00 Knowledge Management and Web2.0 4:30 - 5:30 SharePoint 2007 for Service Delivery - Hear about Law Firm implementations by Handshake Software and XMLAW 1:00 - 5:00 India Calling...Are You Prepared to Answer? Litigation 2.0, the emerging shift in the legal market. SS3 | Room: Nassau A ETA5 OPEN TO ALL SS1 | Room: Nassau B All Day SS2 | Room: Nassau A 4:00 - 4:45 SS5 | Room: Concourse B 2:00 - 5:00 2:00 - 3:00 Baby Boomers and Generation X and Generation Y – Addressing Generation Gaps in Culture and Technology in the Legal Industry. 4:00 – 5:00 Digital Writing – Submit your changes as you write them! 8:00 - 12:00 Learn how Adobe® Acrobat® 9 Pro can help you share and manage your legal documents SS6 | Room: Concourse A SS4 | Room: Petit BallRoom Autonomy Keynote Luncheon 11:45 - 2:00 ALL DAY 10:30 - 12:00 Structured Data Discovery featuring Todd Marlin and Maura Grossman from Wachtell Lipton 12:15 - 2:15 Corporate Women's Luncheon (Ticketed Event) 2:30 - 3:30 Automating the Litigation Hold Process through Sharepoint 3:30 - 5:00 Reducing Review Costs through Statistical Sampling featuring Statistician Ji Kim and James Gordon 6:00 - 8:00 Women in eDiscovery & National Association of Women Lawyers Charity Event in Support of the Susan G Komen Breast Cancer Foundation TUESDAY | FEBRUARY 3, 2009 TRACKS HHH CLE ELIGIBLE Adopting Web 2.0 Technology Strategic Planning & Performance Management for Large Law Firms Hot, Hot, Hot Topics in E-Discovery CLE ELIGIBLE RM: TRIANON BALLROOM PPM RM: REGENT PARLOR CLE ELIGIBLE WEB 2.0 RM: SUTTON PARLOR SOUTH Corporate Legal IT Strategic Litigation Planning SLP CLE ELIGIBLE RM: RENDEZVOUS BALLROOM CL CLE ELIGIBLE RM: BEEKMAN PARLOR SPONSORS 9:00 - 10:00 How eDiscovery is Changing the Relationship Between Law Firms and their Corporate Clients KEYNOTE PRESENTATION: Data Security 101: An Ounce of Prevention is Worth a Pound of Cure HHH1: Five Things Every Practice Should Know About Web 2.0 Technology Prioritizing Technology Projects during Difficult Economic Times WEB2.01: PPM1: Inside the LegalTech Studio: The Impact of Technology on Legal Leadership & Decisions OPEN TO ALL RM: WEST GRAND BALLROOM Best Practices for Online Networking Technology Scorecard WEB2.02: PPM2: Matter Management – Is it Time to Re-evaluate your System? CL2: Role of Advanced Systems in Litigation Planning SLP2: What I Hate About Technology: And What I expect Our Outside Counsel, Opposing Counsel, Vendors, And Staff To Do About It RM: WEST GRAND BALLROOM presented by OPEN TO ALL CLE ELIGIBLE Exhibit Hall Break 3:45 – 4:15 May it Please the Court...Defending a Search and Production Protocol – A Trial Technology Experience What Critical Metrics are Most Important for Managing in Today’s Economy HHH3: 4:15 – 5:30 presented by Exhibit Hall Break Multilingual Madness: Globalization is Colliding with the Complexity of E-Discovery HHH2: 3:30 – 5:00 Corporate Legal Department vs. Law Firm Perspectives CL1: CLE ELIGIBLE 2:00 – 2:30 2:30 – 3:45 Compliance and Electronic Information: State of the Industry SLP1: Exhibit Hall Break 11:45 – 12:45 12:45 – 2:00 presented by Exhibit Hall Break 10:00 - 10:30 10:30 – 11:45 OPEN TO ALL John W. Woods, Partner, Privacy and Information Management Practice Litigation & Intellectual Property Practice, Hunton & Williams LLP Tim Crouthamel, Head of Litigation Support, State Farm Tom Thimot, President & CEO, CaseCentral RM: WEST GRAND BALLROOM CLE ELIGIBLE Emerging Technologies 10:30 - 11:15 SuperSessions ETB ETB1 PPM3: Adopting Web 2.0 Capabilities into Your Web Presence WEB2.03: Early Case Assessments & Planning Alignment vs. Conflict: General Counsel and Outside Counsel CL3: SLP3: OPEN TO ALL RM: SUTTON PARLOR CENTER 11:45 - 12:30 ETB2 1:30 - 2:15 ETB3 2:45 - 3:30 ETB4 4:00 - 4:45 SS SS1 | Room: Nassau B OPEN TO ALL ALL DAY “e” – Discovery Under the Microscope SS2 | Room: Nassau A ETB5 ALL DAY 10:30 – 11:45 Regulatory Challenges to eDiscovery Around the World (EU, Russia, Middle East & Asia) 2:30 – 3:45 International eDiscovery – Perspective from International Firms 4:15 – 5:30 A Shrinking World - International Initiatives in eDiscovery SS4 | Room: Concourse A ALL DAY 10:30 - 11:45 Heathcare & eDiscovery from a Corporate Counsel Perspective featuring Bernard Ford and Geoffrey Kaiser 1:00 pm to 2:30 pm - Mastering the Challenges of Global Discovery: War Stories and How to Avoid Jail, featuring a panel of attorneys from law firms and corporations overseas 2:30 - 3:45 The Impact of eDiscovery on Insurance Companies featuring Andrea Tecce 4:00 - 5:30 p.m. Vestigate Document Review: Sampling to Reduce Costs and Improve Quality SS5 | Room: Concourse B ALL DAY SS3 | Room: New York Suite ALL DAY Advanced Proactive Information Risk Management for eDiscovery, Compliance & Legal Hold 10:30 - 11:20 & 2:00 - 2:50 Proven Strategies to Increase Value and Reduce Costs Early in the Litigation Life Cycle 11:30 - 12:20 & 3:00 - 3:50 Hold, Preserve, Collect, or Release? Legal Hold Challenges & Technologies 12:30 - 1:20 & 4:00 - 4:50 Compliance in 2009: What to Expect as a Result of Financial Meltdown SS6 | Room: Concourse D 8:30 – 9:30 How Safe is The Safe Harbor? 9:45 – 10:45 International EDD trends; litigation trends in the UK, Australia & Asia 11:00 – 12:00 Legal Process Outsourcing – Why the tightening economic climate is driving firms and corporations down this path & what hurdles stand in their way? 12:15 – 1:00 What is Unicode and why Doesn't My Unicode System Work with Japanese Documents? 1:15 – 2:15 Early Case Assessment and Settlement Assistance tools for Multinational litigations 2:30 – 3:15 Multi Language and Multi Jurisdiction Document Review 3:30 – 4:15 Narrowing Your Data Set With Search 4:30 – 5:15 ALSP Special Session: Marketing Litigation Support Services in Your Firm 5:15 – 5:45 ALSP update 6:30 – late LDSI Cocktail Party 8:30 - 12:00 Reduce risks and costs in today’s tough economic and regulatory environment with Open Text’s Legal and eDiscovery solutions. 8:30 - 10:00 Open Text Email Lifecycle Management, eDOCS Edition 10:30 - 12:00 Reducing eDiscovery Cost and Risk in the Enterprise SS7 | Room: Concourse D 1:00 – 5:00 WEDNESDAY | FEBRUARY 4, 2009 Bringing E-Discovery In-house Electronic Discovery Managing Litigation Costs – The Strategy, The Preservation and The Review Email and Retention Management TRACKS CLE ELIGIBLE ED SS RM: TRIANON BALLROOM ETC CLE ELIGIBLE BEI RM: REGENT PARLOR CLE ELIGIBLE ERM MLC CLE ELIGIBLE RM: SUTTON PARLOR SOUTH RM: RENDEZVOUS BALLROOM SPONSORS 9:00 - 10:00 CLE ELIGIBLE CC RM: BEEKMAN PARLOR Critical Concepts of Competence and Cooperation in the Electronic Discovery (EDD) Process OPEN TO ALL presented by KEYNOTE PRESENTATION: Hon. John M. Facciola, United States Magistrate Judge, United States District Court of the District of Columbia RM: WEST GRAND BALLROOM CLE ELIGIBLE Exhibit Hall Break 10:00 - 10:30 10:30-12:00 Corporate Counsel: e-Discovery, Alternative Fees & Negotiation Strategies Bringing E-Discovery In-house ED1: State of the Art in eDiscovery Automation and Early Case Assessment BEI1: Getting a Hold on Legal Holds: Best Practices for Meeting the Preservation Obligation BEI2: Before The Cases Hit ERM1: Email Management: Damned if You Do and Damned If You Don’t? How Three Organizations Solved the Email Retention and Expiry Riddle Managing e-Discovery in an Alternative Fee Environment MLC1: Setting the Strategy CC1: MLC2: A Records Management Process is in Place, What Steps should be Taken to Control Litigation Costs? CC2: 12:00-1:30 Exhibit Hall Break Best and Worst Practices in Bringing E-Discovery In-house ED2: 1:30-3:00 3:00 Email Archiving: Formalizing the Fire Drill ERM2: Let’s Make a Deal Conference Adjourns/Exhibits Close Emerging Technologies 10:30 – 11:15 SuperSessions ETC OPEN TO ALL RM: SUTTON PARLOR CENTER ETC1 11:45 - 12:30 ETC2 1:30 - 2:15 SS ETC3 OPEN TO ALL SS1 | Room: Concourse A 9:00 - 12:30 Model eDiscovery Forensics Lab featuring Glenn Lewis, George Washington University Professor SS2 | Room: Nassau B 10:00 – 11:30 Full Text Searching, and Challenges in Development of Search Criteria 1:00 - 2:30 Sampling, Feedback and Search Validation; EDRM “Left-Side” Data Reduction Opportunities SS3 | Room: Nassau A 11:15 – 12:30 Manage Your Risks – Litigation and Electronic Disclosure: Are You Ready? EXHIBIT HALL HOURS Monday, February 2 10:00 am – 5:00 pm Tuesday, February 3 10:00 am – 5:00 pm Wednesday, February 4 10:00 am – 3:00 pm EDUCATIONAL ADVISORY BOARD VENDOR ADVISORY BOARD George I. Rudoy Monica Bay Oz Benamram, Esq. Chair of Educational Advisory Board Director of Global Practice Technology & Information Services Shearman & Sterling, LLP Editor-in-Chief: Law Technology News Incisivemedia Chief Knowledge Officer White & Case LLP Craig Ball Deena Coffman Dawson Horn, III, Esq. President Craig D. Ball, P.C. Discovery Director Johnson & Johnson Senior Litigation Counsel Tyco International TJ Johnson Michelle Mahoney Bill Onwusah Conference Coordinator International Legal Technology Association (ILTA) Director of Applied Legal Technology Mallesons Stephen Jaques Litigation Support Manager Lovells Patrick Oot Peggy Wechsler Director of Electronic Discovery & Senior Litigation Counsel Verizon Legal Department Program Director International Legal Technology Association (ILTA) Marc Adler Dan Berlin Kelli Brooks Vice President of Sales PerfectLaw Software President Tabs3/PracticeMaster Principal, Forensic Technology Services KPMG LLP Kathy Granger Jane Kimpan Michele C.S. Lange, Esq. Director of Trade Shows Thomson Legal and Regulatory Marketing Programs Manager LexisNexis Director, Legal Technologies Kroll Ontrack, Inc Mike Raley Joseph C. Scott, J.D. Jay Stromberg Director of Marketing FTI Consulting Vice President and General Manager CompuLaw LLC / Deadlines On Demand LLC Director of Marketing and Business Development TechLaw Solutions Patrick E. Zeller Vice President & Deputy General Counsel Guidance Software, Inc. AT LE GA presents: LT E 5th Annual CH Chief Information & Technology Officers Forum Mark Your Calendar! February 3 – 4, 2009 • The Hilton New York Hotel Featured Topics Include: • Managing IT in a Recesssion Chair • Desktop Virtualization John J. Sroka •T he Changing Landscape of Legal Technology •P rivacy and Security and Global Concerns • Matter Centric Best Practices •H ow to Build and Staff an Effective IT Team Chief Information Officer Duane Morris This event will update Chief Information Officers on best practices to better manage their IT Departments. Listen to cutting-edge updates on new and emerging technologies that can transform your firm and save money. Attendees receive a complimentary pass to Legaltech including all sessions and the reception on Monday, February 2nd For more information about the program, please contact For sponsorship opportunities, please contact Rachel Lewyn 212-457-7924 or by email at Rob Hafiz 651-337-0411 or by email at [email protected] [email protected] When registering use priority code: LTBRO TO REGISTER Call 212.457.7905 m Email: [email protected] m www.almevents.com/cio sponsor: from the publisher of: FACULTY Woods K. Abbott Jay Brudz Brett Durand Hon. Ron Hedges Senior Manager of Legal Operations, Six Sigma Functional Champion Raytheon Company Senior Counsel General Electric Sr. Manager, Legal Technology & Operations Pfizer, Inc. Former US Magistrate Judge Lee Bryant Mary Abraham Counsel Debevoise & Plimpton LLP Co-Founder and Director Headshift Meredith Dwyer Manager, Project Administration Stroock & Stroock & Lavan LLP Senior Paralegal Schering-Plough Corporation Brian Hirsch, Esq. Hon. John M. Facciola Sr. Litigation Counsel Cephalon, Inc. Christopher A. Byrne, Esq. Tom Allman Former SVP & GC, BASF Editor, Sedona Conference ® Principles, Second Edition Christopher A Byrne, Esq., P.C Former Assistant Director, FDIC's Division of Liquidation United States Magistrate Judge United States District Court of the District of Columbia David Cambria Robert Ambrogi Journalist Director of Operations, Law Dept Aon Corp Keith Andrzejewski Keith Casto, Esq. Principal KPMG LLP Partner Shook Hardy & Bacon, LLP Olivier Antoine Dave Chaplin Counsel Crowell & Moring Kroll Ontrack Associate General Counsel CA Christina Ayiotis Group Counsel – E-Discovery and Data Privacy Computer Sciences Corporation Chief Knowledge Officer Reed Smith President Craig D. Ball, P.C. Steve Fletcher Chief Information Officer Parker, Poe, Adams & Bernstein L.L.P. Matthew Homann Founder LexThink LLC Mary Flory David Fong Stuart W. Hubbard Attorney Schiff Hardin LLP Partner Baker & McKenzie LLP Director - Risk Management Records/Information Management Compliance Qwest Communications Michael Cherkinian Suellen Galish IS Project Manager Paul, Weiss, Rifkind, Wharton & Garrison LLP Formerly Vice President and Counsel NYMEX Shareholder Ryley Carlock & Applewhite Supervisor, PMO Shearman & Sterling Theodore Banks Deena Coffman Former Chief Counsel & Senior Director, Compliance Policy Kraft Foods Global Inc. Discovery Director Johnson & Johnson Kelly Inglese Senior Director Litigation Support Services McCarthy Tétrault LLP / S.E.N.C.R.L., s.r.l. Shareholder Greenberg Traurig LLP Dominic Jaar Annie Goranson, Esq. Senior Manager, Commercial Legal Affairs Gilead Sciences Murray & Howard David Isom, Esq. Heidi Golabek Vicki Clewes Craig Ball Special Counsel Wilkie Farr & Gallagher LLP Derek Howard Matt Clarke, Esq. Tom Baldwin Ian Hochman Senior Manager of Practice Support Dickstein Shapiro, LLP David A. Chaumette, Esq. Alexander Arato Robin Helburn Discovery Counsel Symantec Legal Counsel, Ledjit Consulting Inc. Former Legal Counsel, Litigation and eDiscovery, Bell Canada Roland Goss John Jamison Jorden Burt LLP David M. Gottlieb Vice President, Consulting Services Iron Mountain Information Management, Inc. Baker, Sanders, Barshay, Grossman, Fass, Muhlstock & Neuwirth, LLC. Shaheen Javadizadeh Brian J. Green Vice President of Strategic Marketing Mitratech Holdings, Inc. Charles Cohen Ted Barassi, Esq. Hughes Hubbard Group Product Manager Symantec Scott Cohen Deborah Baron Director of Practice Support Proskauer Rose LLP VP Legal & Compliance Autonomy, Inc. Karen Cottle Chief Information Officer Baker, Donelson, Bearman, Caldwell & Berkowitz, PC Jason R. Baron SVP and General Counsel Adobe Systems Gil Greenman Senior Partner Integrated Management Services Tim Crouthamel Partner Williams & Connolly William Kellermann, Esq. Head of Litigation Support State Farm Corby Guenther Electronic Discovery Manager Wilson Sonsini Goodrich & Rosati, PC Director of Litigation National Archives and Records Administration Edwards Angell Palmer & Dodge LLP Bobbi Basile Director Digital Mandate James Daley Partner Daley Crowley LLP Monica Bay Editor-in-Chief, Law Technology News Incisive Media Senior Technology Training and Development Manager Bingham McCutchen Chief Financial Officer Shearman & Sterling Gregory Kaple Anne Kershaw A.Kershaw, PC//Attorneys & Consultants Hiroyuki Hagiwara Janine Dascenzo Associate General Counsel GE Theresa H. Beaumont Discovery Counsel Google Inc. Ken Johnsen John D. Green Partner Ropes & Gray LLP Matt Kesner, Esq. CIO Fenwick and West Tom Hall James F. Dawson Managing Attorney for Discovery and Litigation Technology Cleary Gottlieb Laura M. Kibbe, Esq. Maia Benson Former Director of Litigation Support Information Discovery MetLife Director SEM LexisNexis Matt DenOuden Michael A. Bogdonoff, Esq. Vice President, eDiscovery and Compliance Autonomy, Inc. Dennis Kiker, Esq. National Director of Strategic Accounts CT TyMetrix Partner Dechert LLP Vanessa DiMauro Warren Hamel Ross L. Kodner, Esq. Alan Brill CEO & President Leader Networks Partner Venable LLP Senior Legal Technologist/CEO MICROLAW Senior Managing Director Kroll Ontrack Stephen Dooley Ron Harry Daniel P. Kulakofsky, Esq. Manager of Electronic Discovery and Litigation Support Sullivan & Cromwell LLP Manager, Electronic Data Discovery Honeywell Legal Honeywell International Managing Counsel – Director of Electronic Discovery The Travelers Companies, Inc. Pam Downs Ruth D. Hauswirth, Esq. Michael E. Lackey, Jr. Director Baker Robbins & Company/ThomsonReuters Litigation Consulting Director of Professional Development and Practice Services Cooley Godward Kronish LLP Partner Mayer Brown Teresa Britton Legal IT Systems Exelon Corporation Kelli Brooks KPMG LLP Director eDiscovery, Litigation Consulting Services Thomson Reuters Jack Halprin, Esq. Director, Fios Consulting Fios, Inc. FACULTY Hon. Elizabeth Laporte Deidre Paknad, Esq. Johannes C. Scholtes Kim Townsan Northern District of CA President and CEO PSS Systems President / CEO ZyLAB North America LLC Senior Manager, Legal Administration United Technologies Corp. Anthony Paonita Paul M. Schwartz Matthew Tulchin Editor-in-Chief, Corporate Counsel Incisive Media Director of Financial Services Anderson Kill & Olick, P.C. Goodwin Proctor Chris Paskach Jeffrey Schwarz KPMG President CrossRealms, Inc. Tom Lidbury Partner Mayer Brown LLP John Lipsey Vice President, Corporate Counsel Services LexisNexis Ramana Venkata Donna Payne Eddie Lott Principal G-C Partners LLC CEO Payne Consulting Group, Inc. Carla Walworth Rich Seleznov Managing Director Huron Consulting Group Hon. Andrew J. Peck Jim Lynch Partner Latham & Watkins U.S. District Court, Southern District of New York Adam Pollitt Cecil Lynn, Esq. SVP, Iron Mountain GM, Stratify Partner Paul, Hastings, Janofsky & Walker LLP Hon. David J. Waxse Jessica Shawl, PMP U.S. District Court, District of Kansas Product/Project Manager – Legal & Corporate Affairs Intel Corporation Eugene M. Weitz Attorney Ryley Carlock & Applewhite Sr Director First Advantage Litigation Consulting Services Mary Mack, Esq. Ashish Prasad Corporate Technology Counsel Fios, Inc. Chief Executive Officer Discovery Services LLC Michelle Mahoney Nick Puschak Practice Management Director of Hosted Litigation Solutions LexisNexis Director, Applied Legal Technology Mallesons Stephen Jaques Vice President, Product Management Bridgeway Software Inc Adam Smith Corporate Counsel Alcatel-Lucent Michael Simon, Esq. Technology Counsel Stratify Stephen Whetstone, Esq. VP Client Development & Strategy Stratify Sarah Sims Chuck Williams i365, a Seagate Company Meredith Williams Terremark Browning Marean Kenneth Y. Rashbaum, Esq. Partner DLA Piper LLP (US) Director, Fios Consulting Fios, Inc. Todd Mattson Scott Rechtschaffen Director of Practice Systems & Services Covington & Burling LLP Managing Shareholder Littler Mendelson Orin Snyder Preston McKenzie Jonathan M. Redgrave George Socha Vice President and General Manager Business of Law – West, a Thomson Reuters Business Redgrave, Daley, Ragan & Wagner LLP President, Socha Consulting Founder EDRM Director of Knowledge Management Baker Donelson Bearman Caldwell & Berkowitz Mark Smith Attorney Winston & Strawn LLP Ron Wills Senior Corporate Counsel, Head of Litigation McAfee Gibson Dunn Bruce Wilson Rachelle Rennagel VP Business Intelligence Elite Chris Winfield Alexander Southwell Scott McVeigh Chief Knowledge Officer Sheppard Mullin Gibson Dunn President 10e20 Directory, Records Management Aramark Edward Rippey Kevin Stehr Gregory Witczak Covington & Burling VP Sales - Litigation Services LexisNexis Vice President & Director of eDiscovery Lehman Brothers Holdings, Inc. Eugene P. Stein, Esq. Ken Withers Formerly Chief Knowledge & Technology Officer White & Case LLP Director, Judicial Education and Content The Sedona Conference Michael Sugrue, Esq. Paige Wojcik E-Discovery Manager Perkins Coie Jim Mitchell Managing Director Huron Consulting Group Jeffrey Roach Chief Learning Evangelist Profiscience Partners Rees Morrison President Rees Morrison Associates (RMA): Consults to Law Departments on Management Issues Will Robberts Margaret Morton Pam Roberts Director Client Development & Strategy Stratify Practice Support Coordinator Morrison & Foerster LLP Head of Legal Discovery Services Novartis Mike Sullivan Roy A. Mura, Esq. David Rohde CEO ZANTAZ Autonomy Mura & Storm PLLC Mark Surguy Fred Nemeth, Esq. Director Baker Robbins & Company/ThomsonReuters Litigation Consulting Pinsent Masons (UK) Brian J. Wycliff Senior Counsel Repligen Corporation Catherine Kane Ronis Dan Tacone Ken Nourse Partner Wilmer Hale VP Large Law Segment Elite Principal, Forensic Technology Solutions Pricewaterhouse Coopers LLP Scott D. Rosenberg, JD, CPA Paul Taylor Managing Director Huron Consulting Group Senior Regional Practice Leader First Advantage Litigation Consulting Services Managing Director, Legal Technologies, Asia Pacific Kroll Ontrack CEO, Kempton Advisors Former President, Livenote (division of Thomson-Reuters) Christopher J. Olsen, CRM Systems Engineer, Principal, Lockheed Martin Retired, Chief, Records, CIA George Rudoy Director, Global Practice Technology and Information Services Shearman & Sterling LLP Tom Thimot Joel Sanders Tom Tigh Chief Financial Officer Dewey & LeBoeuf LLP President SuperiorGlacier Barbara Schane Jackson Paul Tombleson Vice President, Hildebrandt Hildebrandt International Partner, Head of Forensic Technology KPMG Europe LLP President & CEO CaseCentral Patrick Oot Director of Electronic Discovery & Senior Counsel Verizon Legal Department Partner, Privacy and Information Management Practice, Litigation & Intellectual Property Practice Hunton & Williams LLP Vidal Salem Zebulum Kevin O’Keefe Chief Executive Officer Lex Blog John W. Woods Executive Director, IT TozziniFreire Advogados Patrick Zeller Vice President & Deputy General Counsel Guidance Software, Inc. EDUCATIONAL SPONSORS Incisive Media is a leading global provider of specialized business news and information, in print, in person and online. The company's principal markets include financial services, legal services, commercial real estate, marketing services and risk management. Incisive Media's market-leading brands include Accountancy Age, Computing, Investment Week, Legal Week, LegalTech, Post, Real Estate Forum, Risk, Search Engine Strategies and The American Lawyer. For more information, visit www.incisivemedia.com The American Lawyer chronicles the successes and failures of the nation’s corporate legal landscape. Its in-depth coverage of the profession and signature rankings serve as the standard by which the nation’s top lawyers measure themselves. Regular Columns and Features include: Bar Talk, Big Deal, The Lawyer’s Life, Am Law Tech and more. Featured Incisive Media Publications: Corporate Counsel addresses the needs of in-house counsel by providing readers with news, trends analysis, profiles and practical columns on management techniques. Regular Columns and Features include: In the News, Deals and Suits, Legal Manager, Lobby Log and more. With the largest circulation of any legal technology publication, Law Technology News (www.lawtechnews.com) is read by purchasing decision-makers at law firms, corporate legal departments and government agencies. It offers cutting-edge information about the increasingly important role of technology in the legal workplace. For over ten years the goal of Law Technology News has been to help lawyers and their organizations be more productive, more competitive, more effective and cost-efficient. The National Law Journal (www.nlj.com) provides legal professionals with timely legal information of national importance, including Federal Circuit Court decisions, handpicked verdicts, practitioners columns with in-depth analyses of critical issues, coverage of current legislative issues, and legal news from the business and private sectors. It's not easy for busy attorneys to keep up with all the new developments and trends in New York's fast-paced legal scene. That's why, every day, thousands of New York lawyers take time from their hectic schedules to read the New York Law Journal (www.nylj.com). Readers get not only the latest news-they find court information, decisional law, and advance word on new statutes and regulations, coupled with the useful and practical analysis, scholarly insight, and professional perspective they need to make sense of it all. Autonomy, a global leader in infrastructure software for the enterprise, is spearheading the meaning-based computing movement. Autonomy's technology forms a conceptual and contextual understanding of any piece of electronic data. Autonomy's software powers mission-critical enterprise applications including pan-enterprise search, information governance, end-to-end eDiscovery, records management, video and audio analysis and customer interaction solutions. Founded in 1994, CaseCentral is the leader in secure, on-demand eDiscovery software for corporate counsel and law firms to simplify and take control of eDiscovery. The CaseCentral eDiscovery review platform enables customers to succeed with a single case and seamlessly migrate to multi-case, multi-party, repeatable and measurable eDiscovery processes on the same software platform. Canadian Lawyer magazine is Canada's leading independent legal publication, delivering unbiased reporting and analysis of the legal landscape coast to coast. With a total audience of more than 85,000, Canadian Lawyer delivers awardwinning content that informs, inspires and occasionally inflames the legal professionals who consider it a "must-read". Edge Legal Marketing is a full-service agency that delivers marketing and public relations expertise to service, software and hardware providers targeting the legal market. Our services include strategic planning, marketing and e-marketing action plans, alliance building, Web site development, market research, public relations and advertising (concept and media plans). EDUCATIONAL SPONSORS Elite, a Thomson Reuters business provides world-class integrated practice and financial management systems for law firms and other professional services organizations. Elite offers comprehensive and sophisticated software under the Elite and ProLaw brands and also provides consulting, implementation and support services. Nearly two-thirds of the top 100 U.S. law firms use Elite products. For more information, visit www.elite.com. Huron helps companies challenged with complex matters that demand extraordinary combinations of financial, accounting, economic, valuation and operational expertise. We understand, anticipate and respond to your needs related to the business of law with services including: contract management, digital evidence services, discovery consulting, document review, matter management/e-billing, records and information management, and V3locity™. First Advantage (NASDAQ: FADV) delivers end-to-end global litigation support services, including: Data Mapping, Data Collection, Computer Forensics, Expert Testimony, Multilingual Processing, Online Review and Production Management. Through years of collaboration, our forensics, linguistic, e-discovery and computer programming experts have developed an array of best-practice solutions. If those solutions don’t fit a particular engagement, we create custom solutions that will. Safe Harbor certified, First Advantage operates offices and data centers in North America, Europe and Asia. www.FADVLIT.com For over three decades, ILTA (International Legal Technology Association) has provided peer-networking and information resources to those who support technology in law firms and law departments worldwide. The non-profit user group is truly peer-powered. For information about ILTA, or to obtain a membership application, visit http://www.iltanet.org. i365, A Seagate Company, provides proven solutions for the protection, retention management, and discovery of electronic information. Over 22,000 customers have deployed our i365 EVault Data Protection, ,i365 Retention Management, i365 MetaLINCS E-Discovery solutions and ProServ Professional Services to save their data, prevent down-time, and organize their information. www.i365.com For over a decade, Fios (www.fiosinc.com) has helped corporations and their outside counsel reduce risk, control costs and gain management control over the entire spectrum of electronic discovery. We are dedicated exclusively to delivering comprehensive services and expert guidance that transform the burdensome nature of e-discovery into a streamlined, legally defensible business process. TM Guidance Software’s EnCase eDiscovery can search, identify, cull, collect, preserve, and process ESI and email from any networked device using automated, court-approved EnCase Technology. Its extensive collection, processing, and pushbutton attorney review load file creation capabilities eliminate the need to outsource and can reduce your eDiscovery costs up to 90%. www.guidancesoftware.com KPMG’s Forensic Technology Services (“FTS”) combines an end-to-end electronic discovery suite of services with measurable differences in quality and review-team efficiency. In addition to digital evidence collection and computer forensic services, KPMG provides advanced investigative and evidence discovery management and data repository services leveraging our Discovery Radar™ Suite of applications and providing a highly available and secure infrastructure. Kroll Ontrack provides technology-driven services and software to help legal, corporate and government entities as well as consumers recover, search, analyze, produce and present data efficiently and cost-effectively. Further, Kroll Ontrack provides data recovery, advanced search, paper and electronic discovery, computer forensics, ESI consulting, and trial consulting and presentation services. EDUCATIONAL SPONSORS LexisNexis® (www.lexisnexis.com) is a leading global provider of content-enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting and academic markets. LexisNexis originally pioneered online information with its Lexis® and Nexis® services. A member of Reed Elsevier (www.reedelsevier.com), LexisNexis serves customers in more than 100 countries with 18,000 employees worldwide. LexisNexis offers Total Practice Solutions to ensure that law firms have the tools and services they need to win in the business and practice of law. Our global portfolio includes such highly regarded brands as Martindale-Hubbell®, InterAction®, Shepard’s®, Matthew Bender®, CaseMap®, Concordance®, LAW PreDiscoveryTM, Time Matters®, HotDocs®, NetDocuments®, Juris® and PCLawTM. Merrill Corporation is a leading global provider of comprehensive content management services that support the critical activities of legal and business professionals, from e-discovery to court reporting and translations. Our clients value our expert service, sophisticated tools, accuracy, confidentiality, reliability and responsiveness. We meet our clients’ service requirements through 85 international offices. Stratify, an Iron Mountain Company, provides advanced eDiscovery services that minimize risk, reduce costs, and simplify the eDiscovery process for law firms and general counsel. The Stratify Legal Discovery™ service is a hosted solution that provides easy-to-use concept-based review, near-duplicate detection, robust multi-language support and advanced analytics for high-productivity, cost-effective review. Symantec is the global leader in email archiving, information risk management and data loss prevention, helping individuals, small and mid-sized businesses, and large enterprises store, manage and discover their electronically stored information. Symantec’s Enterprise Vault is the worldwide leader in email and content archiving. Headquartered in Cupertino, California, Symantec has operations in 35 countries. www.enterprisevault.com West is the leading provider of integrated information solutions, law practice and firm management software and services to the legal profession. Its products and services, including Westlaw and West km, are used by the world’s most successful law firms. West is a business of Thomson Reuters, the world’s leading source of intelligent information for businesses and professionals Zylab description ZyLAB is the recognized leader in developing the best tools for investigating and managing large document, e-mail, and multimedia archives. Integrated ZyMAGE IAP content-management and e-discovery solutions offer comprehensive bundles of award-winning technologies that enable legal professionals to efficiently and securely capture, search, monitor, organize and disclose their vital information. CLE Form Guidelines 1. One Form- Please use one form for all three days and press HARD when writing on the form 2. Session Code: For each session you attend, write in the session code not the session title (Ex: The session titled “Executing eDiscovery Inside the Corporation” should be written on the form as AED-1. Session codes can be found on the conference at a glance in the show guide that is in your conference bag 3. State- Please write the state that you are admitted in. New York & California attorneys do not need to include bar numbers on the form. 4. No Need to Calculate: You do not need to calculate your total credit hrs. Credits are calculated by the CLE administrator based on the time you were scanned in or based on when you manually signed into the session on the sign-in sheets that are placed outside of each of the session rms. (Please be sure that you are signing in and out of each session you attend.) 5. Return Your Form: Once you are completely done with the conferences please return your form to the CLE desk. Please note that we do not sign the forms at the conference. Your form will be mailed to you once your credits are processed. If you forget to hand in your form at the conference your credits will take longer to get processed. Please mail back all forms to Incisive Media Attn: Lazette Jackson 120 Broadway 6th Floor NY NY 10271 H OTE L I N F O R M ATI O N The Hilton New York is located in the heart of Midtown Manhattan, and within walking distance to Rockefeller Center, Radio City Music Hall, Fifth Avenue shopping, Broadway theatres/Times Square, Central Park, The Museum of Modern Art, and major media and business headquarters. It’s never too early to book your room for LegalTech! A special LegalTech rate of $309.00 is available for the 2009 New York show. We have secured rooms at The Hilton New York 1335 Avenue of the Americas New York, NY 10019 USA The Hilton New York continues to be our host hotel. Reservations can be made by calling 212-586-7000 or visit http://www.hilton.com/en/hi/groups/personalized/NYCNHHH-LGL-20090120/index.jhtml LEGALTECH TEAM Sponsorship and Exhibits Opportunities [email protected] Speaking Opportunities [email protected] Marketing/Media Partnerships [email protected] Event Operations [email protected] Customer Service 212-457-7905 & at L eg present: 1st Annual alT ec h Paralegal Technology Institute February 3 - 4, 2009 • The Sheraton New York Hotel & Towers CHAIR persons: Gary Melhuish Litigation Support Services Director Ballard, Spahr, Andrews & Ingersoll LLP Christy Stouffer Practice Support Director Patton Boggs LLP In today’s fast-paced, competitive law firm environment, paralegals have become vital to the law firm’s ability to deliver quality e-discovery and litigation support services. Law Technology News and Estrin LegalEd, two top names in continuing legal education , have partnered to develop a dynamic program specifically designed for real world litigation paralegals. This 2-day program will examine today’s litigation technology and best practices paralegals most often find themselves responsible for including document management, software and budget decisions, case management and trial assignments. The Institute focuses on empowering paralegals to assist attorneys in winning their cases. The Paralegal Technology Institute at LegalTech brings you the nation’s leaders who specialize in training paralegals to become top resources for technology in their firms. Attend and Learn How to: • How to Handle 140 Billion E-Mails Managing e-Discovery • The Latest Techniques in Document Management • Trial Prep Using the Latest Technology • The e-Discovery Questionnaire • Getting the Right Message to the Jury: • The Optimum War Room The Paralegal’s Role in Trial Presentations • 10 Secrets to Managing Your Vendor: From the FRCP Process Through Trial and Beyond • Mastering Database Design • Multiple Case Management: Creating a Project Plan • Trial by Fire: From Depositions to Designations NALA Approved All Attendees Receive a Free Pass for the First Day of LegalTech NY! for 11 Credits ! NFPA Approved for 9.25 Credits! For speaking opportunities or program inquiries, contact For sponsorship opportunities, contact Karen Abrams, Esq. at [email protected] or 212-457-7927 Rob Hafiz at [email protected] or 651-337-0411 When registering use priority code: RNP TO REGISTER Call 212.457.7905 n Email: [email protected] n www.lawtechnews.com/paralegal Sponsor: From the Publisher of: E X H I B I TO R S L I STI N G S As of November 13, 2008 Visit www.legaltechshow.com for updates 7Safe Information Security A M Exclusive Business Machines ABBYY USA Software House Inc. Access Litigation, An Edmond Scientific Company AccessData Adaptive Solutions Inc. ADERANT Adobe Systems, Inc. Aivea Corp. AlphaLIT American LegalNet Inc. Anacomp Applied Discovery, Inc. Aquipt ARMA International Attenex Corporation Barkley Court Reporters Basis Technology BigHand, Inc BlackBag Technologies Bloomberg BlueArc Bluebeam Software BlumbergExcelsior Inc. Bowne JFS Bridgeway Software Business Integrity C2 Legal CA Inc. CACI Capital Legal Solutions CaseManagerPro by Lucid IQ CaseTrack(EAG, LTD) Catalyst Repository Systems, Inc. CDW Clearwell Systems Client Profiles Clutch Group Coffee Distributing Corp. CommVault Systems Compliance, LP CompuLaw LLC Consultancy Services Ltd. Content Analyst Company Control Systems, Inc. Corel Corporation Courtroom Connect/Polycom Courtroom ConnectCourtroom View Network Crescendo Systems Corporation Cricket Legal Technologies CT Corporation CT Summation CT TyMetrix CVision Technologies Inc. Cypress Communications Daegis DataCert, Inc. Datum Legal Deadlines On Demand Digiscribe International LLC Discover-e Legal Discovery Mining Inc. DiscoveryWorks Legal Inc. DocAuto, Inc DocsCorp DocuLex, Inc. doeLegal, LLC Driven Inc. DTI EDGARfilings Ltd. EED, Inc. Elite, a Thomson Reuters Business eMag Solutions LLC Encore Discovery Solutions EncoreTech, Inc. Endicia Epiq Systems Epoq, US, Inc Equitrac Corporation Equivalent Data Equivio Ernst & Young Esquire Litigation Solutions, LLC Exari Systems Exterro Inc. Extractiva Fidelity National Business Advantage Fidelus Technologies LLC Findlaw, a Thomson Reuters Business Fios First Advantage Litigation Consulting FTI Gavel & Gown Software Inc. Grundig Business Systems GmbH Guidance Software Hot Neuron, LLC Huron Consulting Group LLC i365, A Seagate Services ICCS & Co., LLC iCONECT Development, LLC ICS idiscover Global Ikon Office Solutions Incisive Media InData Corporation Independent Security Evaluators Index Engines Inc. Inference Data Informative Graphics Corp Insight Financial Services IntApp InterLegis Interwoven, Inc IPRO Tech Iris Data Services, LLC ISYS Search Software IVIZE, LLC Ji2 Inc. Kazeon Kessler International Kiersted Systems KPMG Forensic Technology Services Kroll Ontrack, Inc Lan Associates LawScribe Inc. Leadership Directories Legal Files Software Inc. Levit & James, Inc. Lex Inc, dba Lex On Demand LexisNexis Liquid Litigation Management, Inc. Litera Corp. Litigation Systems, Incorporated (LSI) Logicube LT Online Corporation Masters Conference MediConnect Global MerlinOne Merrill Communications, LLC Micron Systems Inc. Microsystems Millnet MimeCast Mimosa Systems Inc. Mitratech National Data Conversion Institute Navigant Consulting Needles Case Management Software NetSimplicity New York State Bar Association Nexidia Nuance Communications, Inc. Nuix Numara Software, Inc. Oce' Business Services Omega Legal Systems, Inc Omtool Ltd. Onsite 3 Open Text Corporation Orange Legal Technologies Panasonic Paraben Corporation Payne Consulting Group Peak Discovery Pegasus Imaging Corporation PensEra Knowledge Technologies REGISTER TODAY! www.legaltechshow.com | 212.457.7905 Riverbed Technology Rosen Technology Resources RR Donnelley Sanction by Verdict Systems Select*Associates Servient Sherpa Software Smarsh, Inc. SmartSource Computer & Audio Visual Rentals SoftWise Corporation Spectra Logic SPi Stamps.com Inc. StoredIQ Stratify, Inc. Stroz Friedberg Superior Glacier SydneyPLUS International Symantec Corp Synaptec Software, Inc. TABS3/ PracticeMaster TCDI TATA TechLaw Solutions, Inc The Attorney Store.Com/Get Legal The Oliver Group The Sackett Group Thomson Reuters Legal Tikit Limited Traveling Coaches, Inc. TriCom Document Management, Inc. TutorPro LLC U.S. Bank Oliver-Allen Technology Leasing UBIC, Inc VASCO Data Security, Inc. Vdiscovery Verdatum Vidyo, Inc. Walz Certified Mail Solutions Wave Software West Court Reporting Services, part of Thomson Reuters West, at Thomson Reuters Business WinScribe Inc Limited WizSoft, Inc. Wolters Kluwer, Law & Business WORLDOX/World Software Corporation XmLaw, Inc. ZANTAZ/Autonomy ZyLab North America,LLC EXHIBIT HALL HOURS Monday February 2 10:00 am – 5:00 pm Tuesday February 3 10:00 am – 5:00 pm Wednesday February 4 10:00 am – 3:00 pm • Make connections by becoming an exhibitor/sponsor • Reach more potential prospects • Get face time with clients and industry leaders • Get maximum exposure > > Contact Rob Hafiz at [email protected] or 651-337-0411, to determine which sponsorship package will best fit your needs. E X I H B I TO R S L I ST I N G PerfectLaw Software Philips Speech Processing PinPoint Labs Pitney Bowes Legal Solutions Premier Technology Solutions, Inc. Progressive Computer Products Protus PSS Systems Quest Software Inc. Race Point Legal, A Division of Nauset Concepts RainMaker Software, Inc. Recommind Inc. Reliance Globalcom Services, Inc. RenewData Research In Motion-BlackBerry ReThinkITRippe & Kingston MONDAY | FEBRUARY 2, 2009 KEYNOTE SESSION Panel: OPEN TO ALL 9:00-10:00 RM: West Ballroom You Wanna Go to Court—Get a Lawyer; If You Wanna Avoid Going to Court— Get a Records Manager Sessions will be available at LegalTech on Demand Christina Ayiotis, Group Counsel – E-Discovery and Data Privacy, Computer Sciences Corporation Keith Andrzejewski, Principal, KPMG LLP Ron Harry, Manager, Electronic Data Discovery, Honeywell Legal, Honeywell International 2:30-3:45 AED2 eDiscovery Project Management Principals and Processes • The primary challenge of PM is achieving all the project objectives while adhering to project constraints • First hand experiences with PM tools and techniques • More predictable and manageable E-discovery undertakings Moderator: Kelli Brooks, KPMG LLP Christopher J. Olsen, CRM Panel: Systems Engineer, Principal, Lockheed Martin Retired, Chief, Records, CIA Jessica Shawl, PMP, Product/Project Manager – Legal & Corporate Affairs, Life is unpredictable and STUFF happens! But, it is predictable that your organization WILL get sued! Statistics are in your favor. You need insurance, now, to improve your position, when you are in the courtroom. A good records management program along with technology and process can be your insurance against a devastating law suit. Protect your organization like you would yourself. The speaker will discuss your records management program, including: how you pay for it; how it pays you back; what technical measures you need to employ; the role of “check-ups” or audits; breaking habits that cost you money and leave you vulnerable; tips from judges and experts for insuring your best legal posture; and saving you money. Don’t miss this engaging, irreverent discussion on what to do before “stuff” happens. presented by Intel Corporation William Kellermann, Esq., Electronic Discovery Manager, Wilson Sonsini Goodrich & Rosati, PC Matt Clarke, Esq., Ryley Carlock & Applewhite Tom Hall, Managing Attorney for Discovery and Litigation Technology, Cleary Gottlieb 4:15-5:30 AED3 eDiscovery Issues & Trends • Separating ediscovery predictions and reality • Issues considered by corporations, law firms, service providers and the bench • Emerging trends on the radar of the industry Moderator: Chris Paskach, KPMG Panel: Hon. Ron Hedges, Former US Magistrate Judge Paul Tombleson, Partner, Head of Forensic Technology, KPMG Europe LLP Mark Smith, Attorney, Winston & Strawn LLP Gregory Witczak, Vice President & Director of eDiscovery, Lehman Brothers Holdings, Inc. AED TRACK RM: TRIANON BALLROOM CLE ELIGIBLE EMERGING ELECTRONIC DISCOVERY Predictions on electronic discovery evolution come from many sources. Listen now as corporations, law firms, advisory service organizations, and the bench focus on how corporations are addressing the risks of growing daily volume of ESI, how project management methodologies can provide for more predictable and manageable processes and what issues and trends are predicted to be the focus over the next few years. sponsored by Sessions will be available at LegalTech on Demand KM RM: REGENT PARLOR CLE ELIGIBLE KNOWLEDGE MANAGEMENT Knowledge Management (KM) has evolved from a set of theories to practical approaches which deliver benefits and real value for clients. Today, KM is moving to the next step by connecting traditional solutions with complementary information domains. Firm clients are starting to recognize -- and demand – expanded capabilities. Hear case studies of successful KM implementations. sponsored by 10:30-11:45 AED1 Executing eDiscovery Inside the Corporation • Managing risk with the volume of daily ESI is an ongoing corporate issue • Impact on corporate legal, compliance, operations and the employees • The evolution of records/information management, litigation readiness and E-discovery? • Management of RIM, litigation readiness and E-discovery Moderator: Jim Lynch, Partner, Latham & Watkins 10:30-11:45 KM1 How Integration Drives KM • Early approaches to KM • Individual, highly customized systems • Commercial applications • Benefits of powerful combined approaches Speaker: Tom Baldwin, Chief Knowledge Officer, Reed Smith Preston McKenzie, Vice President and General Manager, Business of Law – West, a Thomson Reuters Business MONDAY | FEBRUARY 2, 2009 2:30-3:45 KM2 4:15-5:30 ESLP3 KM from a Practicing Attorney Perspective Global Electronic Discovery, or Did You Mean Disclosure? • High value KM approaches • KM tool evolution • How KM helps attorneys practice more effectively Speakers: Scott Rechtschaffen, Managing Shareholder, Littler Mendelson Rachelle Rennagel, Chief Knowledge Officer, Sheppard Mullin 4:15-5:30 KM3 KM from a Client Services Perspective • The importance of client service in retaining clients and growing the practice • Growth of KM approaches from internally focused needs to effectively playing a role in serving clients Speakers: Meredith Wililams, Director of Knowledge Management, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC Todd Mattson, Director of Practice Systems & Services, Covington & Burling LLP ESLP RM: SUTTON PARLOR SOUTH CLE ELIGIBLE THE VALUE OF EMPLOYING STRATEGIC LITIGATION PRACTICE Learn new strategies for using technology to connect, evaluate and manage key areas such as discovery, research, early case assessment and case analysis. Gain more control over the litigation workflow, and manage increasing cost constraints and improve strategic litigation practices. sponsored by • The impact of metadata issues on global electronic discovery • Metadata and privacy issues, in the U.S. and beyond • Best technical approaches to managing international/foreign language document collections using Microsoft Office 2007 • International data privacy issues and electronic discovery • International data collection, processing and review Speakers: Donna Payne, CEO, Payne Consulting Group, Inc Ross L. Kodner, Esq., Senior Legal Technologist/CEO, MICROLAW Eugene P. Stein, Esq, Formerly Chief Knowledge & Technology Officer, White & Case LLP GLT RM: RENDEZVOUS BALLROOM CLE ELIGIBLE THE GLOBALIZATION OF LEGAL TECHNOLOGY The right technology can alleviate the burden of an international legal action. The global economy demands a full understanding of complex jurisdictional requirements, IT systems and cultural barriers. These challenges can transform ordinary tasks into cultural and legal minefields. Unprepared counsel and legal support staff face serious consequences with opposing counsel and government agencies with understanding of global issues. sponsored by 10:30-11:45 GLT1 The Effect of Data Protection Law on Collection and Discovery • Divergent views of privacy and privilege in the EU and Asia • The relationship between business and government • Technology hurdles, including encryption and proprietary email systems Moderator: 10:30-11:45 ESLP1 George Rudoy, Director, Global Practice Technology and Information Services, Drive a More Efficient and Effective Approach to Litigation Shearman & Sterling LLP • Economic climate and the impact on law firms • Strategic approach to business and litigation • Union of content and tools and how they go hand in hand with efficient and effective litigation Speakers: Kevin Stehr, VP Sales - Litigation Services, LexisNexis Edward Rippey, Covington & Burling 2:30-3:45 ESLP2 Dealing with Litigation Data Proliferation • The challenge of ever-increasing volumes and complexity of data • Sporadic and unpredictable data can fall outside the scope of standard law firm processes • Insights and new strategies for controlling costs and risks • Leveraging internal and external technology and teams to easily manage litigation data Moderator: Sarah Sims, Practice Management Director of Hosted Litigation Solutions, LexisNexis Panel: Gregory Kaple, Senior Partner, Integrated Management Services Jeffrey Schwarz, President, CrossRealms, Inc. Paige Wojcik, E-Discovery Manager, Perkins Coie Panel: Dominic Jaar, Legal Counsel, Ledjit Consulting Inc., Former Legal Counsel, Litigation and eDiscovery, Bell Canada Browning Marean, Partner, DLA Piper LLP US Carla Walworth, Partner, Paul, Hastings, Janofsky & Walker LLP Paul Taylor, Senior Regional Practice Leader, First Advantage Litigation Consulting Services 2:30-3:45 GLT2 Cultural Considerations • Understanding international litigation environments • Effective collaboration with the IT and legal departments • Communicating and directing a multi-lingual team Moderator: George Rudoy, Director, Global Practice Technology and Information Services, Shearman & Sterling LLP Panel: Michelle Mahoney, Director, Applied Legal Technology, Mallesons Stephen Jaques Stephen Dooley, Manager of Electronic Discovery and Litigation Support, Sullivan & Cromwell LLP Hiroyuki Hagiwara, Partner, Ropes & Gray LLP Kelly Inglese, Senior Director Litigation Support Services, McCarthy Tétrault LLP / S.E.N.C.R.L., s.r.l. MONDAY | FEBRUARY 2, 2009 NEW YORK 4:15-5:30 GLT3 The World Wide Web: Operating 24/7 on a Global Scale • Practical considerations of in-country/on-site setup • Establishing technical support and back-up systems • Redundancy, connectivity and workflow management Moderator: Adam Pollitt, Sr Director, First Advantage Litigation Consulting Services FEBRUARY 2-4, 2009 THE HILTON NEW YORK HOTEL Moderator: Heidi Golabek, Supervisor, PMO, Shearman & Sterling Panel: Michael Cherkinian, IS Project Manager, Paul, Weiss, Rifkind, Wharton & Garrison LLP Margaret Morton, Practice Support Coordinator, Morrison & Foerster LLP Robin Helburn, Manager, Project Administration, Stroock & Stroock & Lavan LLP Panel: Vidal Salem Zebulum, Executive Director, IT, TozziniFreire Advogados Scott Cohen, Director of Practice Support, Proskauer Rose LLP Ian Hochman, Special Counsel, Wilkie Farr & Gallagher LLP AIT RM: BEEKMAN PARLOR ADVANCED IT In conjunction with ILTA, focus on a wide variety of in-depth and practical discussions of strategic IT issues and business practices most affecting the legal profession today. Join us as industry leaders present case studies on legal technology best practices and strategies they have found to be successful in their firms. Learn how you can position your firm to implement Office 2007 and how to manage projects in your firm. presented by ETA RM: SUTTON PARLOR CENTER EMERGING TECHNOLOGY SESSIONS OPEN TO ALL With the proliferation of technology available, it can be hard to distinguish the defining differential of one product over another. This track, OPEN TO ALL ATTENDEES (unless otherwise noted) is purposefully designed to showcase the leading products offered to the legal community today. Based on industry buzz and frequently asked questions, we’ve invited some of the leading companies to clearly demonstrate how their products and services impact the ways lawyers do business. Each session is a product showcase, dedicated to a limited number of products and services. You won’t want to miss these firsthand presentations to help you choose what is best for your firm. 10:30-11:15 ETA1 E-Discovery Technologies and Services in the 2009 Economic Environment: In-sourcing, Outsourcing and Hybrid Solutions 10:30-11:45 AIT1 SharePoint Best Practices • Wide use by law firms for information collaboration on numerous projects from RM to DM • Case studies highlighting how SharePoint can best be used as an integrated Web platform to present information and facilitate collaboration between internal (employees) and external uses (customers and suppliers) • Integrate business information from various firm systems into a customizable single point of access Speakers: Meredith Williams, Director of Knowledge Management, Baker Donelson Bearman Caldwell & Berkowitz Steve Fletcher, Chief Information Officer, Parker, Poe, Adams & Bernstein L.L.P. 2:30-3:45 AIT2 Office 2007 – Profound Changes – Positioning Users for the Future • Review the 2008 ILTA survey on Office 2007 deployment initiatives • The impact of Office 2007 changes • Accept the new file format • Will SharePoint be a part of your deployment strategy? • A member firm looks at the work they've done integrating Office 2007 Speakers: Jeffrey Roach, Chief Learning Evangelist, Profiscience Partners Corby Guenther, Senior Technology Training and Development Manager, Bingham McCutchen It is clear from recent court decisions, such as Victor Stanley and Qualcomm, that parties need to develop more reliable, transparent and defensible methods for the preservation, collection, search, review and production of ESI. Now facing increased economic pressure, the decisions on what can be in-sourced or outsourced have become even more hotly debated inside corporations. Join our panelists for an engaging discussion on how corporations are managing these important decisions, what enterprise content management tools are available to allow corporations to manage aspects of discovery on their own and how outside service providers are using advanced analytics, process definition and technology to significantly reduce discovery costs. 11:45-12:30 ETA2 Finding and Using the E-Discovery Easy Button: Risks and Rewards from Simplifying E-Discovery Abstract: E-discovery challenges are readily apparent to sophisticated IT and legal departments who routinely deal with multiple, competing interests raised by e-discovery concerns. Both IT and legal teams must understand issues such as identifying where responsive data resides, how to best address meet-and-confer obligations and develop a cost-effective discovery response strategy. Amid putting out case-specific fires, IT and legal teams must also implement retention policies, control access to ESI, and ensure that critical data can be located and accessed in a timely manner. This session will explore risks and rewards from simplifying e-discovery processes, and will discuss ways to close existing technology gaps along with providing real-world best practices and advice. 4:15-5:30 AIT3 Incorporating Project Management into Your Day Job • "Project Management" is not the exclusive domain of dedicated Project Managers • Understand the basics of Project Management • Explore which PM tools and techniques to apply to a given situation • Increase your ability to successfully deliver projects and fulfill your other abilities Speakers Keri Farrell, Product Manager, E-Discovery, Quest Software P. Brian See, Chair, Electronic Discovery and Litigation Technology practice group, Williams Mullen MONDAY | FEBRUARY 2, 2009 1:30 - 2:15 ETA3 Unified Communications Best Practices: How to spend less and get more. If you think you have to cut IT projects or staff in order to lower IT spend, think again. This educational session will show you how to leverage unified communications in order to decrease your overall telecom spend and innovate ahead of your competition—without any capital expense! Hosted and prem-based unified communications solutions will be compared using real-world case studies from law firms that have implemented unified communications. Seminar attendees will review the most commonly implemented UC features and corresponding benefits, the newest Microsoft UC developments and implementation costs of a hosted vs. a do-it-yourself UC approach. About the Speaker: Frank Grillo is a noted speaker in the North American This presentation addresses the current state of privacy law as it pertains to data viewed or created at work. Explore the fundamentals of protected workplace privacy, weighing factors like data type, an office’s location and the influence of privilege. Learn what to consider when monitoring, collecting and producing electronically stored information in the work environment – and what both the employer and employee can do to balance and protect personal and corporate interests. Speaker: Kate Paslin, Esq. 4:00-4:45 ETA5 telecom and VoIP circuits – educating thousands of IT decision makers on emerging trends in VoIP technology, key advantages and disadvantages of hosted versus premise-based solutions, and the importance of Business Continuity planning in enterprise communications. iCONECT SQL Server Connector Added to Product Suite iCONECT Development, LLC, a dedicated leader in international litigation support software, will offer a Microsoft SQL Server connector to corporations and their outside counsel in Q1 2009. This addition will provide the legal community with another collaborative hosting option for web-based litigation document review, mergers and acquisitions, and multi-party international cases. Leverage your existing SQL Server staffing and technology to optimize data workflow and reduce costs. Firms can now choose from three database options: nXT as a self-contained product with embedded database technology; nXT connected to Microsoft SQL Server; or nXT connected to Oracle. 2:45 - 3:30 ETA4 Privileged & Confidential: The Private Parts of eDiscovery In an age of constant connectivity – juggling mountains of personal and work email; mobile access to countless applications; rampant blogging and online networking – is there any such thing as workplace privacy? Does our pervasive use of technology for all things personal and professional lull employees into a false sense of ownership over electronic communications? Speaker: Ian Campbell, Chief Operating Officer, iCONECT Development, LLC LegalTech E-discovery Town Hall MONDAY | FEBRUARY 2, 2009 12:45 - 2:00 OPEN TO ALL RM: West Grand Ballroom Sessions will be available at LegalTech on Demand CLE ELIGIBLE LegalTech Town Hall is where education and technology come together. This interactive panel of electronic discovery and legal technology experts will answer your specific questions submitted in advance via YouTube. presented by TM PANEL MODERATOR Patrick Oot Craig Ball Director of Electronic Discovery & Senior Litigation Counsel Verizon Legal Department President Craig D. Ball, P.C. Theresa H. Beaumont Deena Coffman Discovery Director Discovery Counsel Johnson & Johnson Google Inc. Browning Marean George I. Rudoy Partner DLA Piper LLP (US) Director of Global Practice Technology & Information Services, Shearman & Sterling What is Twitter and How Can I Use It? MONDAY | FEBRUARY 2, 2009 3:00-4:00 MODERATOR Monica Bay Editor in Chief Law Technology News, Incisive Media PANEL Patrick Zeller Director, Judicial Education and Content The Sedona Conference Vice President & Deputy General Counsel Guidance Software, Inc. OPEN TO ALL RM: West Grand Ballroom • What is Twitter and why should ‘I’ use it? • At the end of the day is Twitter the “ultimate time waster” or a “great tool”? • From 'huh?" to "a ha!" - one lawyer's journey into the Twitterverse. – alternative title "How I learned to stop worrying and love to Tweet!" Ken Withers • Time to Tweet? How to use Twitter without losing time to Twitter. • Lawyers, Twitter and Client Development • How lawyers are using Twitter for sharing and camaraderie among each other Matthew Homann Kevin O’Keefe Chris Winfield Founder LexThink LLC Chief Executive Officer Lex Blog President 10e20 MONDAY | FEBRUARY 2, 2009 SUPERSESSIONS > SS1 MONDAY | FEBRUARY 2, 2009 OPEN TO ALL 1:30 - 2:30 | Room: Nassau B All Day Client Profiles and Microsoft CRM 9:00 - 10:00 Microsoft Office 2007 - Why Upgrade NOW? Microsoft Office 2007 is a big departure from previous versions - there is a new user interface, file formats, and a host of tools that will help lawyers and legal professionals alike become more productive. In this rare session, hear from two industry leading firms: Microsystems and Traveling Coaches as they present their top reasons for making the move to Office 2007. Speakers: Join us for a discussion on Client Profile's CRM4Legal and MS Dynamics CRM and learn how your firm can grow client relationships by tracking touch points, leverage firm relationships, foster cross-sales, and develop other specific opportunities. Speakers: Whit McIsaac, Client Profiles Dan Shea, Microsoft 3:00 - 4:00 Sherry Kappel, Microsystems Charlene LeMaire, Traveling Coaches Knowledge Management and Web2.0 10:30 - 11:30 Microsoft and Cloud Computing – Software Plus Services and Office Is your firm making the most of Cloud infrastructure? Many new services are coming on line to address the firm’s accelerating needs. Learn about Microsoft’s service offerings available today and how firms may use these offerings to improve service delivery and lower the total cost of ownership. Join us for this discussion and consider how your firm could benefit from the flexibility of both service and existing software investments. Speakers: Joe Andreshak, Microsoft Keith Pijanowski, Microsoft 12:00 - 1:00 Save your firm time and money with Microsoft’s Unified Communications technology What is Unified Communications (UC) and how can it be utilized to address constantly changing user needs? Join us for discussions on how UC technology is used at peer firms and how UC technology can facilitate team collaboration and enhance client experience with your firm. Speaker: Knowledge Management offers firms the ability to transform information into applied knowledge; web based technologies and web2.0 are offering firms tremendous opportunity to connect people around ideas, accelerating firm knowledge management. See examples as to how firms are making use of these technologies within the firm (Enterprise 2.0) to build knowledge and firm expertise. Speakers: Brian Zeve, Microsoft 4:30 - 5:30 SharePoint 2007 for Service Delivery - Hear about Law Firm implementations by Handshake Software and XMLAW Chances are you're familiar with only a few things you can do with a great SharePoint implementation. Unified view of all client data across multiple systems? Matter-centricity? Extranet with your firms' clients? Enterprise search and knowledge management? Advanced interfaces with Silverlight? And more! Join us for an overview on SharePoint, practical examples from successful law firm implementations. Speakers: Doug Horton, Handshake Software Robert Saccone, XMLAW Gad Epstein, Microsoft Sam Cavaliere, Microsoft > SS2 | Room: Nassau A 1:00 - 5:00 India Calling...Are You Prepared to Answer? Litigation 2.0, the emerging shift in the legal market. Your GC calls at 3AM and wants to outsource the big project, are you ready? Learn why Fortune 100 companies are offshoring to India and how law firms and corporations can gain an edge from this emerging landscape. Come listen to GCs, Industry Leaders and actual users of legal outsourcing and hear what they have to say about the future of the legal industry. > SS3 8:00 - 12:00 Learn how Adobe® Acrobat® 9 Pro can help you share and manage your legal documents: | Room: Nassau A • Take advantage of powerful document comparison tools to quickly detect changes between documents. • Assemble documents and correspondence in a single, well-organized PDF Portfolio to effectively deliver closing documents and deal documents. • Repurpose PDFs and save them to Word • Transform static electronic forms into interactive forms with just a few clicks. • Use redaction tools to maintain privacy and protect sensitive information. • Save time by using the Bates Numbering tool to number and label documents. • Split documents for electronic filing Rick Borstein and Mark Middleton of Adobe Systems Incorporated COCKTAIL RECEPTION MONDAY • FEBRUARY 2 • 5:30 FOR EXHIBITORS & PAID CONFERENCE ATTENDESS ONLY RM: WEST GRAND BALLROOM sponsored by MONDAY | FEBRUARY 2, 2009 SUPERSESSIONS MONDAY | FEBRUARY 2, 2009 OPEN TO ALL > SS4 | Room: Petit Ballroom 11:45 - 2:00 Autonomy Keynote Luncheon Advanced Proactive Information Risk Management for eDiscovery, Compliance & Legal Hold The increase in litigation and specter of new regulations caused by the financial crisis, combined with the information explosion, requires that corporations and law firms seek advanced technology to understand the meaning of and manage large volumes of data. > SS5 | Room: Concourse B 2:00 - 5:00 2:00 - 3:00 Baby Boomers and Generation X and Generation Y – Addressing Generation Gaps in Culture and Technology in the Legal Industry. Are law firms dealing with the reality that there are real differences in how the various generations perceive the world, the expectations they have around technology and mobility, and how they relate to each other and member of different generations? With most law firms being run by Boomers, we need to consider the issues around the fact that most new attorneys and staff are members of gen-X, gen-Y or gen-ME. Speakers: Mark Cameron Willis, Esq., Kutak Rock LLP Matt Willis, Esq., Legal Solutions Consultant, IKON > SS6 | Room: Concourse A ALL DAY 10:30 - 12:00 Structured Data Discovery featuring Todd Marlin and Maura Grossman from Wachtell Lipton A panel of well-respected experts and attorneys will share their insights into how to best handle Structured Data Discovery. This will include a discussion of best practices related to Transactional Databases, Archive Systems and Collaboration tools. Speakers: Todd Marlin, Navigant Consulting and Maura Grossman, Wachtell Lipton 12:15 - 2:15 Corporate Women's Luncheon Hear eDiscovery and Litigation viewpoints from some of the top women from corporate America's eDiscovery teams (Invitation Only) Speakers: Allison Brecher, Marsh Mclennan Companies Shawnna Childress, Women in eDiscovery, co-authors of the book "eDiscovery, Plain and Simple" Kimber Tate, McKesson Mikki Tomlinson, Chesapeake Energy 2:30 - 3:30 Automating the Litigation Hold Process through Sharepoint See the newest in SharePoint technology for your Litigation Project Management and Hold Process 4:00 – 5:00 Digital Writing – Submit your changes as you write them! Imagine writing in the margin of a document with a pen that captures and immediately transmits your notes wirelessly, in place on the original, just as you wrote them. Now imagine that document being routed automatically to your document management system or the individual who needs them, regardless of their location. Whether for meeting notes, draft agreements, or final executed agreements, digital writing solutions can speed up collaboration and improve your information security while allowing others to continue using the editing tools to which they are accustomed. Speakers: Peter James, Professional Services Practice Manager, Legal Enterprise Solutions Group, IKON Office Solutions, Inc. Speakers: Rich Finkelman Eric Derk 3:30 - 5:00 Reducing Review Costs through Statistical Sampling featuring Statistician Ji Kim and James Gordon Statistician Ji Kim will take you through the use of statistical sampling to reduce the costs of document review. Speakers: Ji Kim, Statistician James Gordon, Statistician 6:00 - 8:00 Women in eDiscovery & National Association of Women Lawyers Charity Event in Support of the Susan G Komen Breast Cancer Foundation (Event Open to All) Join your colleagues in support of the Susan G Komen Breast Cancer Foundation. Appetizers and drinks provided. Speakers: Shawnna Childress, Women in eDiscovery Lisa Horowitz, National Association of Women Lawyers Mimecast BOOTH: 1519 West, A Thomson Reuters Business BOOTH: 120.124.221.225 Kiersted BOOTH: 2113 Bridgeway BOOTH: 500 CDW BOOTH: 2127.2129 Big Hand BOOTH: 2118 Incisive Media BOOTH: LOBBY TUESDAY | FEBRUARY 3, 2009 KEYNOTE SESSION OPEN TO ALL 9:00-10:00 RM: West Ballroom CLE ELIGIBLE How eDiscovery is Changing the Relationship Between Law Firms and their Corporate Clients Moderator: HHH TRACK RM: TRIANON BALLROOM CLE ELIGIBLE HOT, HOT, HOT TOPICS IN E-DISCOVERY From data security and international litigation to ground breaking court room decisions, this track focuses on the most important technical issues and case law in the area of electronic discovery. It will provide the practical strategies and guidance you need to navigate electronic discovery in 2009. sponsored by 10:30-11:45 HHH1 Data Security 101: An Ounce of Prevention is Worth a Pound of Cure John W. Woods, Partner Privacy and Information Management Practice, Litigation & Intellectual Property Practice Hunton & Williams LLP Panel: • Preventing valuable assets from slipping into cyberspace! • Protect your private information from being shared with the public • Best practices to prevent a data breach; establish and implement a data security plan; and enable a data breach response team to act Speakers: Alan Brill, Managing Director, Kroll Ontrack Adam Smith, Terremark Orin Snyder, Gibson Dunn Alexander Southwell, Gibson Dunn 2:30-3:45 HHH2 Multilingual Madness: Globalization is Colliding with the Complexity of E-Discovery. • Are your discovery documents in • Manage information across the globe and in multiple languages • Understand the unique issues of the collection, filtering, processing and production of relevant multilingual ESI Tim Crouthamel Moderator: Head of Litigation Support State Farm Panel: Matthew Tulchin, Goodwin Proctor Ken Nourse, Managing Director, Legal Technologies, Asia Pacific, Kroll Ontrack Charles Cohen, Hughes Hubbard Michelle Mahoney, Director of Applied Legal Technology, Mallesons Stephen Jaques Mark Surguy, Pinsent Masons (UK) 4:15-5:30 HHH3 Tom Thimot President & CEO, CaseCentral This keynote panel discussion will discuss how the relationship between law firms and their corporate clients has changed due to E-discovery. Led by John Woods, this panel will feature corporate general counsels and litigators. from top Fortune 50 companies. Please continue to visit www.legaltechshow.com for additional panelists. presented by May it Please the Court...Defending a Search and Production Protocol – A Trial Technology Experience • Victor Stanley v. Creative Pipe protocol • Subpoenas and FRCP documents • Defend your conduct to the federal bench when served a motion to compel • Courtroom drama: complete with cutting-edge trial technology: two litigation teams take the hot seat • Witness battle-to-win in motion practice • Explanatory panel discussion Moderator: Patrick Oot,Director of Electronic Discovery and Senior Litigation Counsel Verizon Legal Department Panel: Jonathan M. Redgrave, Redgrave, Daley, Ragan & Wagner LLP Craig Ball, President, Craig D. Ball, P.C Hon. Elizabeth Laporte, Northern District of CA Dave Chaplin, Kroll Ontrack Jason R. Baron, Director of Litigation, National Archives and Records Administration Anne Kershaw, A.Kershaw, PC//Attorneys & Consultants Derek Howard, Murray & Howard TUESDAY | FEBRUARY 3, 2009 NEW YORK FEBRUARY 2-4, 2009 THE HILTON NEW YORK HOTEL PPM RM: REGENT PARLOR CLE ELIGIBLE STRATEGIC PLANNING & PERFORMANCE MANAGEMENT FOR LARGE LAW FIRMS WEB 2.0 RM: SUTTON PARLOR SOUTH CLE ELIGIBLE ADOPTING WEB 2.0 TECHNOLOGY TO GAIN A STRATEGIC ADVANTAGE FOR YOUR PRACTICE The market dynamics of 2008/2009 are forcing firms to better manage growth strategies and performance metrics. Learn about the unique and alternative approaches being utilized by global firms today. Hear law firms discuss their strategic plans. “Web 2.0” is a phrase used often these days – even in legal circles. What do new innovations in Web technology mean for today’s practice and how can lawyers take advantage of them? Learn what adoption of Web 2.0 technology can mean for your practice, navigate through one of Web 2.0’s most compelling applications – online networking – and how to select the right mix of new Web technologies. sponsored by sponsored by 10:30-11:45 PPM1 Prioritizing Technology Projects during Difficult Economic Times • Panel discussion focused around which technology projects to consider /prioritize during difficult economic times. • Speakers will talk about what firms are doing to generate better efficiencies. Moderator: Dan Tacone, VP Large Law Segment, Elite Panel: Ken Johnsen, Chief Financial Officer, Shearman & Sterling Joel Sanders, Chief Financial Officer, Dewey & LeBoeuf LLP Barbara Schane Jackson, Vice President, Hildebrandt, Hildebrandt International 2:30-3:45 PPM2 Technology Scorecard • Session on the state and business implications of legal IT benchmarks • Presentation on how the use of carefully defined metrics can help a firm or even a practice group, grow and mature Speaker: Barbara Schane Jackson, Vice President, Hildebrandt, Hildebrandt International 4:15-5:30 PPM3 What Critical Metrics are Most Important for Managing in Today’s Economy • Panel discussion on the critical metrics that firms need to know in order to make better business decisions and develop a more comprehensive set of performance measures in today’s economy. 10:30-11:45 WEB 2.01 Five Things Every Practice Should Know about Web 2.0 Technology • Top five fundamental areas of adopting Web 2.0 technology to today’s practice • What Web 2.0 can do • What it cannot do • Primary challenges • Key benefits • Gain a strategic advantage using Web 2.0 Speakers: Mary Abraham, Counsel, Debevoise & Plimpton LLP Lee Bryant, Co-Founder and Director, Headshift 2:30-3:45 WEB 2.02 Best Practices for Online Networking • Opportunities in online networking for attorneys • Re-energize the traditional, valuable art of networking with tightened budgets, time and resources • Growth areas, benefits and challenges of online networking • Best practices on selecting a network • Gaining the strategic advantage of an online network Moderator: Robert Ambrogi, Journalist Panel: John Lipsey, Vice President, Corporate Counsel Services, LexisNexis Vanessa DiMauro, CEO & President, Leader Networks Eugene M. Weitz, Corporate Counsel, Alcatel-Lucent Olivier Antoine, Counsel, Crowell & Moring Moderator: Bruce Wilson, VP Business Intelligence, Elite 4:15-5:30 WEB 2.03 Panel: Adopting Web 2.0 Capabilities into your Web Presence Paul M. Schwartz, Director of Financial Services, Anderson Kill & Olick, P.C. • A practical guide for Web 2.0 • Types of Web 2.0 technologies would benefit your practice the most in gaining a strategic advantage • How to implement them in your practice • How to manage and update them for maximum benefit Moderator: Maia Benson, Director SEM, LexisNexis Panel: Rees Morrison, President, Rees Morrison Associates (RMA): Consults to Law Departments on Management Issues Roy A. Mura, Esq., Mura & Storm PLLC David M. Gottlieb, Baker, Sanders, Barshay, Grossman, Fass, Muhlstock & Neuwirth, LLC. Brian J. Green, Edwards Angell Palmer & Dodge LLP Roland Goss, Jorden Burt LLP TUESDAY | FEBRUARY 3, 2009 SLP RM: RENDEZVOUS BALLROOM CLE ELIGIBLE STRATEGIC LITIGATION PLANNING CL RM: BEEKMAN PARLOR CLE ELIGIBLE Corporate Legal IT Reducing costs and minimizing risk puts intense pressure on the technology and processes required for general counsel to meet the overlapping imperatives of compliance, investigations and ediscovery. Simultaneously, the general counsel and outside counsel relationship is changing due to the revised FRCP and the newly adopted FRE 502. Explore the changing dynamics and hard strategic choices facing general counsel, chief compliance officers and outside counsel. In conjunction with ILTA, this track is addresses the opportunities and challenges facing today's legal departments. Just like the outside counsel, law departments are under pressure to increase client satisfaction while keeping costs down. The law department/ law firm relationship is critical to working together as a unit to serve the needs of all clients. Various technologies can assist in this goal or may create unexpected issues that need to be addressed properly. Hear practical advice for building stronger relationships between organizations; evaluating Matter Management systems; and recognizing the importance and benefits of early case assessments. sponsored by presented by 10:30-11:45 SLP1 Compliance and Electronic Information: State of the Industry • Compliance reality, litigation holds and ESI • The clash between compliance and eDiscovery imperatives • Privilege and privacy in multi-national companies and global business • Who needs to be involved? Who should be excluded? Where do you start? Moderator: Michael Simon, Esq., Technology Counsel, Stratify Panel: Brian J. Wycliff, Principal, Forensic Technology Solutions, Pricewaterhouse Coopers LLP 10:30-11:45 CL1 Corporate Legal Department vs. Law Firm Perspectives • Differences between the law department and law firm • How these differences affect the way each party uses technology • Understand each parties’ goals to make the relationship more profitable • e-Billing, collaboration/work product sharing, in/out sourcing of litigation support functions–including early issue review, and matter management needs Moderators: John Jamison, Vice President, Consulting Services, Iron Mountain Information Pam Downs, Director, Baker Robbins & Company/ Thomson-Reuters Litigation Management, Inc Scott McVeigh, Directory, Records Management, Aramark Consulting David Rohde, Director, Baker Robbins & Company/Thomson-Reuters Litigation Consulting 2:30-3:45 SLP2 CLE ELIGIBLE Role of Advanced Systems in Litigation Planning • Integrating eDiscovery into the normal-course-of-business • Search and advanced analytical capabilities • Preparing for the Rule 26(f) meet and confer sessions • Assessing ROI of advanced systems Moderator: Michael Sugrue, Esq., Director Client Development & Strategy, Stratify Panel: Tom Lidbury, Partner, Mayer Brown LLP Fred Nemeth, Esq., Senior Counsel, Repligen Corporation Hon. John M. Facciola, United States Magistrate Judge, United States District Court of the District of Columbia 4:15-5:30 SLP3 Alignment vs. Conflict: General Counsel and Outside Counsel • Ground rules for successfully managing complex ESI discovery • The roles, and legal responsibilities, of outside counsel vs. “all-in-one” 3rd party review management • New contractual approaches for eDiscovery and review • Innovative strategic roles for outside counsel in litigation planning Moderator: Panel: Suellen Galish, Former Vice President and Counsel, NYMEX Warren Hamel, Partner, Venable LLP Teresa Britton, Legal IT Systems, Exelon Corporation James Daley, Partner, Daley Crowley LLP Mary Flory, Senior Manager of Practice Support, Dickstein Shapiro, LLP Laura M. Kibbe, Esq., Director of EDiscovery Litigation Consulting Services, Thomson Reuters Eddie Lott, Principal, G-C Partners LLC 2:30-3:45 CL2 Matter Management – Is it Time to Re-evaluate your System? • Is your matter management system paying off? • the newest versions and systems that would greatly benefit your department? • A brief overview of just why it might be time for you to re-evaluate Moderator: Scott D. Rosenberg, JD, CPA, Managing Director, Huron Consulting Group Panel: Shaheen Javadizadeh, Vice President of Strategic Marketing, Mitratech Holdings, Inc. Matt DenOuden, National Director of Strategic Accounts, CT TyMetrix Nick Puschak, Vice President, Product Management, Bridgeway Software Inc Stephen Whetstone, Esq., VP Client Development & Strategy, Stratify Panel: Ramana Venkata, SVP Iron Mountain and GM Stratify David A. Chaumette, Esq., Partner, Baker & McKenzie LLP Vicki Clewes, Senior Manager, Commercial Legal Affairs, Gilead Sciences 4:15-5:30 CL3 Early Case Assessments & Planning • Address the methods and benefits of conducting early case assessments in a legal department • Explore early case assessments when considering whether to initiate a plaintiff action Moderator: Bobbi Basile, Director, Digital Mandate TUESDAY | FEBRUARY 3, 2009 NEW YORK Panel: Jay Brudz, Senior Counsel, General Electric Catherine Kane Ronis, Partner, Wilmer Hale Gil Greenman, Partner, Williams & Connolly Woods K. Abbott, Senior Manager of Legal Operations, Six Sigma Functional Champion, Raytheon Company ETB RM: SUTTON PARLOR CENTER EMERGING TECHNOLOGY SESSIONS OPEN TO ALL With the proliferation of technology available, it can be hard to distinguish the defining differential of one product over another. This track, OPEN TO ALL ATTENDEES (unless otherwise noted) is purposefully designed to showcase the leading products offered to the legal community today. Based on industry buzz and frequently asked questions, we’ve invited some of the leading companies to clearly demonstrate how their products and services impact the ways lawyers do business. Each session is a product showcase, dedicated to a limited number of products and services. You won’t want to miss these firsthand presentations to help you choose what is best for your firm. 10:30-11:15 ETB1 Case Centric Search Strategies – The design and implementation of advanced search and sampling protocols to control the cost of electronic discovery. Description - As the volume of data that must be addressed in litigation continues to accelerate at a substantial pace, the electronic discovery process used in years past is not up to the task. An iterative and collaborative approach in designing a search and sampling protocol is essential. This program addresses the design and implementation of search and sampling protocols that are appropriate to the nature of the case. Speaker: Ian J. Wilson, Founder & CEO FEBRUARY 2-4, 2009 THE HILTON NEW YORK HOTEL 1:30 - 2:15 ETB3 De-mystifying Analytics: Next Generation Tools for More Efficient eDiscovery & Review Change is here. Attorneys and general counsel realize that the volume of data involved in review today requires new tools and techniques. This session will discuss conceptual search and analytics and directly address the critical questions that must be asked: • What is analytics? Can I trust it? • How are baseline tools integrated with analytics? • What is the right tool for me? • What is the value? What is the risk? Join us for a lively presentation and discussion that will focus on the different types of analytics available and how the application of Inference’s advanced conceptual analytics tools can help to target and accelerate your review. Speaker: Nicholas Croce, President, Inference Data 2:45 - 3:30 ETB4 Email as Evidence: 12 Steps to Ensuring Good Evidential Quality of Email Email is evidence. Because of this, email is more than just a filing and storage challenge. Legal firms and attorneys must be equipped to take control of litigation, therefore, email authenticity must be unquestionable with a strong chain of custody, constant availability and tamper-proof security measures. With the emergence of email as evidence in the courtroom, it becomes a concern for every law firm to have auditable evidence trails. During this session, you will learn the 12 steps to gain control of your electronically stored data... plus: • The legal obligation to give eDiscovery of electronically stored data • The downsides of a fractured email environment • Steps you can take to repair a fractured email environment Speaker: Dr. James Blake, Chief Product Strategist, Mimecast 11:45-12:30 ETB2 Confessions of an Attorney: What digital dictation system features do attorneys really use -- and what features are a waste of money? More than 30 digital dictation solutions were introduced to the US legal industry over the last two years. Dozens of "essential" features were promised that would allow attorneys to "save time and money." But what does an attorney really need -- and what features are just unnecessary? Enjoy 45 minutes of entertaining presentation topics that include speech recognition, dictation with BlackBerry devices, integration of document management and the challenge to get young lawyers off their keyboards. The presenter will be Florian Schwiecker, attorney and founding partner of a German law firm and, since October 2008, Director of Philips Speech Consulting North America. Before joining Philips, Florian was the CEO and a shareholder of DictaNet, the most successful European dictation solution provider that has equipped over 3,000 law firms. 4:00 - 4:45 ETB5 The Seven Deadly Sins of Contract Drafting: How (not) to put your career on the fast track to purgatory. When the economy goes bust, bad things can happen to people who draft bad contracts. It's not like the boom years. Companies cut costs. Companies kill deals. Companies fail. And everyone takes a long hard look at their contracts to find any weak link or loophole they can use to their advantage. It's a dangerous time. This session ranks the seven most deadly sins of contract drafting in a downturn, gives real-world examples of what happens to those who ignore them, and recommends steps you can take to protect yourself. Speaker: Jamie Wodetzki, Founder and Special Counsel, Exari Systems, Inc. Inside the LegalTech Studio TUESDAY | FEBRUARY 3, 2009 12:45 - 2:00 OPEN TO ALL RM: West Grand Ballroom CLE ELIGIBLE The Impact of Technology on Legal Leadership and Decisions Moderator: Panel : Chuck Williams Karen Cottle John D. Green Ruth D. Hauswirth, Esq. VP of Technology i365, A Seagate Company SVP and General Counsel Adobe Systems CIO Baker, Donelson, Bearman, Caldwell & Berkowitz, PC Director of Professional Development and Practice Services Cooley Godward Kronish LLP presented by TUESDAY | FEBRUARY 3, 2009 3:30 - 5:00 RM: West Grand Ballroom CLE ELIGIBLE OPEN TO ALL What I Hate About Technology: And What I Expect Our Outside Counsel, Opposing Counsel, Vendors, And Staff To Do About It “What I Hate About Technology -- and what I expect my outside counsel, co-counsel, vendors, and staff to do about it" will feature top industry leaders who work in corporate law departments. Come hear about their pet peeves and their wish lists. Whether you are outside counsel, a vendor, or also in GC offices, you're bound to hear pragmatic, real-world information that can help you help your organization -- and your own career. Moderators: presented by Monica Bay Anthony Paonita Editor-in-Chief Law Technology News Incisive Media Editor-in-Chief, Corporate Counsel Incisive Media Panel: Theodore Banks David Cambira Deena Coffman Kimberly Townsan former Chief Counsel & Senior Director, Compliance Policy Kraft Foods Global Inc. Director of Operations, Law Dept Aon Corp. Discovery Director, Johnson & Johnson Senior Manager, Legal Administration United Technologies Corp. CYBER CAFE Alexander Arato, Vice President, Associate General Counsel, CA Janine Dascenzo, Associate General Counsel, GE AMERICAS HALL II sponsored by DATICON EED is proud to bring you the Cyber Cafe Check email or surf the Web on the 3rd level of the Exhibits Hall TUESDAY | FEBRUARY 3, 2009 SUPERSESSIONS > SS1 | Room: Nassau B TUESDAY | FEBRUARY 3, 2009 ALL DAY OPEN TO ALL Warren Kruse, Vice President of Data Forensics and Analytics, Encore Discovery Solutions “e” – Discovery Under the Microscope In today’s litigation environment it is important to understand the integration of technology within the legal process. This session will follow the workflow of the EDRM litigation model with industry experts discussing ways to implement technology to help manage and support the voluminous amount of information while reducing the costs and exposure to these litigations. These selected discussion topics will demonstrate proven techniques, solutions and innovations to assist corporations, government agencies and law firms in achieving favorable results. These topics are arranged to match the lifecycle of a litigation to include litigation readiness, forensic and data acquisitions, eDiscovery and data minimization, web hosting, reviews and productions. Michael Schubert, Vice President of Operations, Encore Discovery Solutions Geoff Schmidt, Director of Electronic Discovery Services, Encore Discovery Solutions Bryon Bratcher, Regional Litigation Support Manager – West Coast, Midwest Practice Technology Services Group, ReedSmith Steve Moore, Senior Vice President of Web Consulting, Encore Discovery Solutions Andrew Sieja, President & CEO, kCura Corporation Speakers: Hemanth Salem, Vice President of Professional Services, Encore Discovery Solutions Donald Myers, Littler > SS2 | Room: Nassau A ALL DAY The International eDiscovery SuperSession, hosted by TRILANTIC, will present three panels with industry experts from global law firms and corporations who have experience in dealing with international collections, to discuss the regulatory challenges in dealing with eDiscovery around the world. The sessions will also address the understanding and complying with local regulations and privacy laws, processing and reviewing documents in different languages, and dealing with special logistics when setting up and managing a review. 2:30 – 3:45 International eDiscovery – Perspective from International Firms Moderator: George Rudoy, Global Head of Practice Support, Shearman & Sterling Panel: Vince Neicho, Litigation Support Manager, Allen & Overy - UK Michelle Mahoney, Head of Practice Support, Mallesons Stephen Jaques - Aus Florinda Baldridge, Global Head of Practice Support, Fulbright & Jaworski US 10:30 – 11:45 Regulatory Challenges to eDiscovery Around the World (EU, Russia, Middle East & Asia) 4:15 – 5:30 Moderator: Moderator: A Shrinking World - International Initiatives in eDiscovery Browning Marean, Partner, DLA Piper George Socha, Socha Consulting Panel: Panel: Laura Kibbe, Director of eDiscovery Consulting, Thompson Foster Gibbons, Head of Litigation Support, Pfizer Madeleine McDonough, Partner, Shook Hardy & Bacon Maria Lerner, Associate, Fulbright & Jaworski Former U.S. Magistrate Judge Ron Hedges, Partner, Nixon Peabody Chris Dale , Consultant, UK-based e-Disclosure Information Project Jo Sherman, Advisor to the Australian Courts > SS3 cases, and courts expecting concrete action require legal and IT be prepared. | Room: New York Suite ALL DAY Advanced Proactive Information Risk Management for eDiscovery, Compliance & Legal Hold The increase in litigation and specter of new regulations caused by the financial crisis, combined with the information explosion, requires that corporations and law firms seek advanced technology to understand the meaning of and manage large volumes of data. 10:30 - 11:20 & 2:00 - 2:50 Proven Strategies to Increase Valsure and Reduce Cost Early in the Litigation Life Cycle Leap ahead using new techniques to create exceptional value early in the process, achieving this through: • Early culling and assessment across languages and data types • Integrated processing, advanced search, analytics, and non-linear review Chris Dale, E-Disclosure Information Project Deborah Baron, VP, Legal and Compliance, Autonomy 11:30 - 12:20 & 3:00 - 3:50 Hold, Preserve, Collect or Release? Legal Hold Challenges & Technologies Litigation and investigations require effective identification, preservation, collection, and disposition. A global, mobile workforce, more complex Advances in Technology solve these challenges through automation. Jack Halprin, Esq., VP, eDiscovery and Compliance, Autonomy TBD 12:30 - 1:20 & 4:00 - 4:50 Compliance in 2009: What to Expect as a Result of Financial Meltdown Compliance failures, along with pressure placed on political and regulatory bodies, will lead to new compliance requirements such as: • New products and entities subject to regulation • Required global policy management • Coordination between legal and compliance platforms George T. Tziahanas, Esq., VP, Compliance, Autonomy TUESDAY | FEBRUARY 3, 2009 SUPERSESSIONS TUESDAY | FEBRUARY 3, 2009 OPEN TO ALL 10:30 - 11:45 A panel of experts and corporate counsel from the Insurance industry will be sharing their viewpoints on the impact of eDiscovery on the Insurance industry. Heathcare & eDiscovery from a Corporate Counsel Perspective Speakers: > SS4 | Room: Concourse A ALL DAY Hear perspectives from a panel of experts and corporate counsel regarding healthcare regulations vs. eDiscovery obligations. Speakers: Bernard Ford and Geoffrey Kaiser 1:00 - 2:30 Mastering the Challenges of Global Discovery: War Stories and How to Avoid Jail, featuring a panel of attorneys from law firms and corporations overseas 2:30 - 3:45 Andrea Tecce, Navigant Consulting Browning Marean, DLA Piper 4:00 - 5:30 Vestigate Document Review: Sampling to Reduce Costs and Improve Quality Learn how to significantly reduce costs and control the quality of your document review through the use of Vestigate. Speakers: Joe Mann Greg Osinoff The Impact of eDiscovery on Insurance Companies featuring Andrea Tecce > SS5 | Room: Concourse B ALL DAY 8:30 – 9:30 How Safe is The Safe Harbor? This session will review the data protection issues at stake in international litigations, and analyze how effective the safe harbor provisions have been in protecting these. We will go on to discuss the types of litigations involved in safe harbor considerations, and what is at stake in the protection of data. This session will be a panel style format of leading experts experienced in each of these markets 9:45 – 10:45 International EDD trends; litigation trends in the UK, Australia & Asia This session will feature a round the world review of the current status of the way in which electronic discovery is handled in various jurisdictions around the world, and what decisions, changes and modifications have been made by the courts and legislators as they grapple with the new world of electronic evidence. This session will be a panel style format of leading experts experienced in each of these markets 11:00 – 12:00 Legal Process Outsourcing – Why the tightening economic climate is driving firms and corporations down this path & what hurdles stand in their way? This session will review law firm’s immediate drivers that are pushing them toward LPO. It will go on to discuss the strategic and tactical issues they face in adopting an outsourcing model for a variety of different aspects within their firms. This session will be a panel style format of leading experts experienced in each of these markets 12:15 – 1:00 What is Unicode and why Doesn't My Unicode System Work with Japanese Documents? This seminar will review the unique issues of managing a foreign language data project and include a discussion on: • Review workflow - limitations, things to consider, • Searching - the false comfort of searching character-based languages (Chinese/Japanese/Korean) • Relevancy vs. Accuracy - how can translation best be used and within budget This session will be a panel style format of leading experts experienced in each of these markets 1:15 – 2:15 Early Case Assessment and Settlement Assistance tools for Multinational litigations This session will review the importance of Early Case Assessments in the success of a litigation project and how they can be used to lower costs in cases where data is stored in locations all across the world. We will discuss companies current drivers to settle litigation, and how these tools can be used to make key decisions on whether to settle or litigate, and subsequently make decisions on the course of action. This session will be a joint presentation by Kazeon and LDSI 2:30 – 3:15 Multi Language and Multi Jurisdiction Document Review This seminar will focus on a host of issues common to multi-national litigations including: • Data Protection • Translation and bulk translation • Foreign language OCR • Logistics for managing multilingual Teams • Language identification • Loading and using search methods in non-European language collections. • Controlling Costs This session will be a panel style format of leading experts experienced in each of these markets 3:30 – 4:15 Narrowing Your Data Set With Search This session will feature a review of searching technologies, and feature discussions on Boolean search construction, sampling and continuous process improvement to ensure the efficacy of search. This session will be led by LDSI’s CTO, Noel Kilby, and accompanied by leading experts in search technologies. 4:30 – 5:15 ALSP Special Session: Marketing Litigation Support Services in Your Firm Information about how best to market litigation support services within a law firm will be discussed from three perspectives: a long-term firm employee, a paralegal promoted to litigation technology specialist and a former litigation support vendor. This session will present strategies for increasing awareness within a firm of the litigation support services available and provide tips for finding and managing litigation support opportunities in the firm. Speakers: Barbara Bennett, Litigation Support Manager, Dickinson Wright PLLC Vanessa Lozzi, Litigation Technology Specialist, Butzel Long Beth Niepokuj, Litigation Support Manager, Plunkett Cooney 5:15 – 5:45 ALSP update This session will update attendees on the current status of ALSP, the litigation support certification process and introduce the new executive board, board members and chapter presidents. 6:30 late LDSI Cocktail Party TUESDAY | FEBRUARY 3, 2009 SUPERSESSIONS TUESDAY | FEBRUARY 3, 2009 OPEN TO ALL > SS6 | Room: Concourse D 8:30 - 12:00 Reduce risks and costs in today’s tough economic and regulatory environment with Open Text’s Legal and eDiscovery solutions. Please join us in this session to learn more about Open Text’s Legal and eDiscovery solutions. Find out how our solutions can help legal departments and the enterprise reduce risks and costs in today’s increasingly tough economic and regulatory environment. This session will provide an overview and demonstration of the expanded email management offerings for eDOCS customers, as well as our new eDiscovery solutions, 8:30 - 10:00 Open Text Email Lifecycle Management, eDOCS Edition Combining fundamental document and records management with email filing and archiving capabilities, the new email solutions for eDOCS customers will help organizations define, secure, and control the processes by which emails are managed, retained, and disposed, providing key benefits such as improved productivity, better email system performance, reduced storage, and IT costs. Presenter: Erik Schmidt, Accounts Manager, Open Text Corporation 10:30 - 12:00 Reducing eDiscovery Cost and Risk in the Enterprise Open Text, in collaboration with Recommind, will outline the techniques and tools being adopted by forward-looking organizations to control the costs and risks associated with eDiscovery. Presenters: Stephen Ludlow, Program Manager, eDiscovery, Open Text Corporation Craig Carpenter, VP, Marketing, Recommind > SS7 | Room: Concourse D 1:00-5:00 1:00 - 1:45 Don’t Be the Next Courtroom Casualty: centralize and streamline evidence management. Panel discussion. 2:00 - 2:45 Turbo-Charging Attorney Review: Save money AND blow away the competition. Bill Herr industry expert offers 10 key strategies for success. 3:00 - 3:45 Best of Breed: CaseData ASP, the newest innovation in large scale document review by Océ Business Services 4:00 - 4:45 Winning the Battle Before it Begins: Effective records management and avoiding costly discovery WEDNESDAY | FEBRUARY 4, 2009 KEYNOTE SESSION Moderator: OPEN TO ALL 9:00-10:00 RM: West Ballroom CLE ELIGIBLE Critical Concepts of Competence and Cooperation in the Electronic Discovery (EDD) Process Deborah Baron, VP Legal & Compliance, Autonomy, Inc. Panel: Tom Allman, Former SVP & GC, BASF, Editor, Sedona Conference® Principles, Second Edition Browning Marean, Partner, DLA Piper LLP (US) George Socha, President, Socha Consulting, Founder EDRM Mike Sullivan, CEO, ZANTAZ Autonomy Ron Wills, Senior Corporate Counsel, Head of Litigation, McAfee 1:30-3:00 ED2 Legal Hold Best Practices: Meeting the Preservation Obligation Hon. John M. Facciola United States Magistrate Judge, United States District Court of the District of Columbia Magistrate Judge Facciola was appointed a United States Magistrate Judge in August 1997. He received an A.B. in 1966 from the College of the Holy Cross and a J.D. in 1969 from the Georgetown University Law Center. Following law school, Magistrate Judge Facciola served as an Assistant District Attorney in Manhattan from 1969 to 1973, and was in private practice in the District of Columbia from 1974 to 1982. He joined the U.S. Attorney's Office in 1982 and served as Chief of the Special Proceedings section from 1989 until his appointment as Magistrate Judge. Magistrate Judge Facciola is an adjunct professor of law at Catholic University. He is a fellow of the American Bar Foundation and a member of the Board of Governors of the John Carroll Society. presented by ED RM: TRIANON BALLROOM CLE ELIGIBLE EVOLVING E-DISCOVERY Today’s economic and regulatory climate is driving law firms and corporations to utilize new techniques and technology to improve efficiency, identify critical custodians and prioritize data going out for review. GCs and in-house attorneys across industries are looking for ways to rapidly assess the merits of a case and win now down data volume. Explore the investigative steps you can take in anticipation of litigation or government inquiry. Find out how these steps inform your legal strategy and reduce the burden of discovery. Examine the tools that are available today to determine whether to settle or not based on what's in the data. sponsored by 10:30-12:00 ED1 State of the Art in eDiscovery Automation and Early Case Assessment • Reasonable and defensible approaches to reduce the volume of ESI sent for review • Examine enterprise data in file servers, email stores and archives before collection • Simple but powerful techniques to visually identify critical custodians • Leveraging automated clustering and categorization to prioritize data • ROI of Early Case Assessment • Real-life examples to get ahead of the curve in highly litigious industries • Effective and defensible legal hold processes • Best practices technology for legal hold and preservation • Policy based preservation and collection technology for collections from laptops, mobile devices, and all enterprise data sources • The use of advanced analytics to avoid overcollection while focusing in on the most relevant data Speakers: Ashish Prasad, Chief Executive Officer, Discovery Services LLC Jack Halprin, Esq., Vice President, eDiscovery and Compliance, Autonomy, Inc. Michael E. Lackey, Jr., Partner, Mayer Brown Brett Durand, Sr. Manager, Legal Technology & Operations, Pfizer, Inc. BEI RM: REGENT PARLOR CLE ELIGIBLE Bringing E-Discovery In-house Find out from industry experts what it takes to bring significant portions of the e-discovery process in-house. In order to lower discovery costs, it is important for organizations and government agencies to explore how best to integrate phases of the EDRM model into their internal processes. Optimizing this type of integration is more than just having a connection between processes and information- management systems: one also needs a well documented and executable methodology, including a quality control framework. Cohesion across the business is critical – particularly between Legal and IT – and an integrated, tailored platform solution can help support this structure. sponsored by 10:30-12:00 BEI1 Bringing E-Discovery In-house • Operate in the most efficient and cost-effective way with external counsel • Minimize objections from opposing counsel • Create an effective working relationship between legal and IT professionals • Recognize and address risks • Identify necessary tools and when you need to use them • Capitalize on potential savings • Operate using best practices • Identify trends in the marketplace Moderator: Jason R. Baron, Director of Litigation, National Archives and Records Administration Panel: Will Robberts, CEO, Kempton Advisors Former President, Livenote (division of Thomson-Reuters) Tom Tigh, President, SuperiorGlacier Christopher A. Byrne, Esq., Christopher A Byrne, Esq., P.C., Former Assistant Director, FDIC's Division of Liquidation WEDNESDAY | FEBRUARY 4, 2009 NEW YORK Stuart W. Hubbard, Attorney Schiff Hardin LLP Johannes C. Scholtes, President / CEO ZyLAB North America LLC James F. Dawson, Former Director of Litigation Support Information Discovery, MetLife 1:30-3:00 BEI2 Best and Worst Practices of Bringing E-Discovery in-house Gain insight from industry exports and corporate litigation specialist about the following issues: • Impact and risks of bringing (parts) of e-discovery in-house • Risk prevention Best and worst practices • Starting points and roll-out • Overall benefits Moderator: George Socha, President, Socha Consulting, Founder EDRM Panel: Will Robberts, CEO, Kempton Advisors Former President, Livenote (division of Thomson-Reuters) Tom Tigh, President, SuperiorGlacier Christopher A. Byrne, Esq., Christopher A Byrne, Esq., P.C.,Former Assistant Director, FDIC's Division of Liquidation Stuart W. Hubbard, Attorney Schiff Hardin LLP Johannes C. Scholtes, President / CEO ZyLAB North America LLC James F. Dawson, Former Director of Litigation Support Information Discovery, FEBRUARY 2-4, 2009 THE HILTON NEW YORK HOTEL Moderator: Annie Goranson Esq., Discovery Counsel, Symantec Panel: Matt Kesner Esq., CIO, Fenwick and West Deidre Paknad Esq., President and CEO, PSS Systems Laura M. Kibbe, Esq., Director of EDiscovery Litigation Consulting Services, Thomson Reuters David Fong, Director - Risk Management - Records / Information Management Compliance, Qwest Communications MLC RM: RENDEZOUS BALLROOM CLE ELIGIBLE MANAGING LITIGATION COSTS OVERALL Litigation costs are rising. Is there an end in sight? Join experts in the industry for an interactive session, exploring best practices organizations should use to manage litigation costs and its costs drivers. Setting a clear strategy makes the difference. Under pressure to more effectively manage litigation costs, corporations are encouraged to have a strategy in place to implement sophisticated programs to reduce costs, increase operational efficiency, improve client service, and better handle risks of legal liability. sponsored by MetLife 10:30-12:00 MLC1 ERM RM: SUTTON PARLOR SOUTH CLE ELIGIBLE EMAIL AND RETENTION MANAGEMENT ILTA’s 2008 Technology Survey polled 537 law firms and nearly 245,000 end users. Managing e-mail ranked as the single biggest technology issue or annoyance facing respondents. Investigate strategies for managing growing volumes of unstructured information in the context of the discovery process. Our panel of experts will discuss how they met these challenges at their respective companies and why information management is the cornerstone of an efficient and defensible discovery process. sponsored by Setting the Strategy – Setting a Clear Strategy for the Legal Department Makes the Difference • Implementing programs to reduce costs • Best practices to increase operational efficiency • Resources to improve client service • Explore tools to reduce risk of legal liability Speakers: Rich Seleznov, Managing Director, Huron Consulting Group Jim Mitchell, Managing Director, Huron Consulting Group Pam Roberts, Head of Legal Discovery Services, Novartis 1:30-3:00 MLC2 10:30-12:00 ERM1 Email Management: Damned if You Do, Damned if You Don’t? How Three Organizations Solved the Email Retention and Expiry Riddle • Investigate how archiving is helping strike a defensible balance between email retention and expiry • Lower the cost of review and improving the experience for end users • Cast an eye toward the future as we discuss SharePoint archiving and discovery Moderator: Ted Barassi, Esq., Group Product Manager, Symantec What Steps should be Taken to Control (discovery) Litigation Costs? • Manage discovery and the challenges involved, but how? • Explore tools a company needs to identify and optimize processes, procedures, technology • Resources to better fulfill the discovery obligations • Linking solutions to an organizations’ discovery, cost management, and information management plans Speakers: Rich Seleznov, Managing Director, Huron Consulting Group Jim Mitchell, Managing Director, Huron Consulting Group Pam Roberts, Head of Legal Discovery Services, Novartis Panel: Matt Kesner Esq., CIO, Fenwick and West David Isom Esq., Shareholder, Greenberg Traurig LLP David Fong, Director - Risk Management - Records / Information Management Compliance, Qwest Communications Annie Goranson, Esq., Discovery Counsel, Symantec 1:30-3:00 ERM2 Email Archiving: Formalizing the Fire Drill • Turning a fire drill into a defined and sustainable business process • Retention and Expiry Enforcement for Email, IM, SharePoint and PST/NSF • Self Service Legal Holds, Review and Assessments • Defensible Export and Production to Third Parties. CC RM: BEEKMAN PARLOR CLE ELIGIBLE CORPORATE COUNSEL: E-DISCOVERY, ALTERNATIVE FEES Participate in comprehensive, sessions that address strategies for E-discovery cost savings in an alternative fee environment and provide hands on experience for “making the best deal” in 26(f) negotiations. Explore how general counsel can optimize opportunities for E-discovery cost savings through strategic planning, leveraging resources and credible WEDNESDAY | FEBRUARY 4, 2009 execution. From a town-hall format that will focus on opportunities for E-discovery cost savings and predictability to a “Let’s Make a Deal” interactive session on FRCP 26(f) negotiations, the General Counsel Track at LegalTech NY will Provide arm attendees with timely facts, strategies and skills. dedicated to a limited number of products and services. You won’t want to miss these firsthand presentations to help you choose what is best for your firm. 10:30-11:15 ETC1 Save International Language Review Costs with iCONECT sponsored by 10:30-12:00 CC1 Managing e-Discovery in an Alternative Fee Environment (Town Hall Format) • Opportunities for cost savings, including in-sourcing, outsourcing, collaboration and technology • Managing the scope of e-discovery • Avoiding the need to pay the “fire-drill” premium for e-discovery • Submitting a credible litigation budget • Managing variability with predictability and credibility Save on expensive foreign language review with iCONECT’s Unicode-compliant software. Load multilingual documents without any need for pre-translation or on onsite reviews by costly foreign counsel. Search, organize, and review documents in languages such as Chinese, Japanese, Korean, Arabic, Punjabi, and Russian from anywhere in the world through iCONECT’s #1 web-based litigation support software. Speaker: Ian Campbell, Chief Operating Officer, iCONECT Development, LLC 11:45-12:30 ETC2 Managing the Convergence of EDM/ECM/ERM for E-Discovery Moderator: The Discovery industry is growing at such a rate that litigation support p rofessionals require an instant and up-to-date e-Discovery education, while trying to find relevant discovery data and acting on it strategically demands a more sophisticated approach. Innovation in the e-Discovery landscape appears with RCM and ECM managers using separate engineering tactics on an enterprise-wide level for semantic clustering, search, content classification and fast indexing. Kenneth Y. Rashbaum, Esq., Director, Fios Consulting, Fios, Inc. Panel: Mary Mack, Esq., Corporate Technology Counsel, Fios, Inc. Cecil Lynn, Esq., Attorney, Ryley Carlock & Applewhite Michael A. Bogdonoff, Esq., Partner, Dechert LLP Brian Hirsch, Esq., Sr. Litigation Counsel, Cephalon, Inc. 1:30-3:00 CC2 Let’s Make a Deal This interactive presentation will provide attendees an opportunity to actively participate in an FRCP 26(f) e-discovery conference and explore: • Collaboration with outside counsel, IT and the opposition • Negotiation of e-discovery, search terms, burden and cost issues • Present ion of your e-discovery plan to the judge to see who can “make the best deal” Judges: Hon. Andrew J. Peck, U.S. District Court, Southern District of New York Hon. David J. Waxse, U.S. District Court, District of Kansas From our panel learn: Industry trends on content analytics, digging down into users profiles for finding relevant data and associated custodians, the brilliance of semantic clustering in searches and how to effectively deploy these solutions on an enterprise level for the seamless convergence of ECM, EDM, ERM and e-Discovery. Moderator: John Pitale, CEO Edmond Scientific Company Panel: John Mancini, President, AIIM International Maura Dunn, Duff and Phelps Dr. Barbara Ciaramitaro, Welsh College (formerly General Motors) John Frost, President, ARMA International Plaintiffs: Dennis Kiker, Esq., Director, Fios Consulting, Fios, Inc. Meredith Dwyer, Senior Paralegal, Schering-Plough Corporation David Isom, Esq., Shareholder, Greenberg Traurig, LLP 1:30-2:15 ETC3 Defendants: Kenneth Y. Rashbaum, Esq., Director, Fios Consulting, Fios, Inc. Daniel P. Kulakofsky, Esq., Managing Counsel – Director of Electronic Discovery, The Travelers Companies, Inc. Keith Casto, Esq., Partner, Shook Hardy & Bacon, LLP ETC RM: SUTTON PARLOR CENTER EMERGING TECHNOLOGY SESSIONS Addition by Subtraction: Learn how top legal firms are leveraging virtual/digital fax technology for business rationalization in an economic downturn. The markets are bad, revenues are down, organizations are being asked to do more with less. Addition by subtraction is the concept of adding capacity while reducing costs and lowering budgets and has become a core strategy for successfully getting through this business climate. What may come as a surprise is that fax is the perfect candidate. OPEN TO ALL With the proliferation of technology available, it can be hard to distinguish the defining differential of one product over another. This track, OPEN TO ALL ATTENDEES (unless otherwise noted) is purposefully designed to showcase the leading products offered to the legal community today. Based on industry buzz and frequently asked questions, we’ve invited some of the leading companies to clearly demonstrate how their products and services impact the ways lawyers do business. Each session is a product showcase, The presentation will discuss how to recognize programs that are likely candidates for this shift, and through a case study presentation, provide an example of the potential cost savings possible in something as seemingly simple as faxing. Speaker: Dinesh Kandanchatha WEDNESDAY | FEBRUARY 4, 2009 NEW YORK SUPERSESSIONS > SS1 WEDNESDAY | FEBRUARY 4, 2009 | Room: Concourse A 9:00 - 12:30 Model eDiscovery Forensics Lab featuring Glenn Lewis, George Washington University Professor Join us for a unique hands on experience featuring Glenn Lewis, Professor at George Washington University. This session will consist of a hands on experience where attendees will perform their own computer forensics under the direction of a top computer forensics professor. Speakers: Professor Glenn Lewis > SS3 FEBRUARY 2-4, 2009 THE HILTON NEW YORK HOTEL | Room: Nassau A 11:15 - 12:30 Manage Your Risks – Litigation and Electronic Disclosure: Are You Ready?” With transatlantic experience of all aspects of the litigation lifecycle, the panel members have a comprehensive knowledge of the pitfalls and dangers inherent within electronic disclosure that can ensnare the un-prepared. In this session they will explain how preparing for, and meeting the demands of, electronic disclosure can be scaled for large, mid-sized and even small organisations. They will share the key lessons they have learnt "the hard way" and provide pragmatic and practical advice on what to learn from others’ mistakes. Sanjay Bandari, Ernst & Young Charles Christian, Legal Technology Insider Peter Cladouhos, Paul Hastings Janofsky & Walker LLP Matt Davis, Lovells LLP Andrew Haslam, Legal Inc Limited OPEN TO ALL > SS2 | Room: Nassau B SPi Legal Presents: Data Analytics from A to Z.Wednesday, February 4th, Two Sessions, Nassau B The panel of speakers will be comprised of members of the SPi Data Analytics Consulting team including David Kittrell, Gene Eames, Linda Beaudoin and Babs Deacon. During the two Super Sessions, the panel will cover: • Mechanics of Full Text (“Keyword”) Searching • Challenges of determining appropriate keyword search criteria • Sampling, testing and validation methods • Opportunities for validated data reduction throughout EDRM lifecycle 10:00 – 11:30 Full Text Searching, and Challenges in Development of Search Criteria Join this session and learn about the technology behind full text searching, common pre-processing requirements, search configuration issues, and considerations of varying functionality amongst search tools. The panel will also explore research techniques and analytic software tools which can assist in refining search criteria so that they more accurately return items of interest, without excessive amounts of “false hits.” 1:00 - 2:30 Sampling, Feedback and Search Validation; EDRM “Left-Side” Data Reduction Opportunities In this 2 part session, the panel will focus on Validation and Data Reduction on the Left Side of EDRM. They will explore a variety of sampling, validation and feedback techniques such as non-hit sampling, dropped item sampling, and responsive call feedback and discuss the challenges and possible solutions to the daunting yet desirable goal of responsibly reducing data collections earlier in the process. LEGALTECH® WOULD LIKE TO THANK OUR EDUCATIONAL SPONSORS & AFFILIATES EDUCATIONAL SPONSORS: TM IN ASSOCIATION WITH: FROM THE PUBLISHERS OF: 20 REGISTRATION INFORMATION You can register via fax or mail, until January 26, 2009 or on the web until January 30, 2009. After January 30, 2009 all registrations will be processed on-site. Substitutions and Cancellation Policy Substitutions may be made at anytime. Cancellations are accepted and registration fees refunded (less a 25% cancellation fee) if notice received in writing by January 26, 2009. 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