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
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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
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The Hilton New York continues to be our host
hotel. Reservations can be made by calling
212-586-7000 or visit
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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
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Applied Discovery, Inc.
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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.
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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:
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