OBA | Professional Development
Ontario e-Discovery Institute 2015
Civil Litigation
In-Person
Date:
Thursday, October 29, 2015 | 8:30 am
Location:
Twenty Toronto Street Conferences and Events
20 Toronto Street, 2nd Floor, Toronto
Kathryn Manning, Barrister
James T. Swanson, Burnet, Duckworth & Palmer LLP
Program
Chairs:
Webcast
Please see chart listed here
The OBA has been approved as an Accredited Provider
of Professionalism Content by The Law Society of
Upper Canada.
Now in its 5th year, this highly anticipated full day program brings together leading experts to talk about the latest developments in
e-Discovery. Learn what's new in information governance, how to manage ethical and privacy concerns associated with technology
and storing records in the Cloud, and get practical advice on the best tools and practices for efficient and cost effective e-Discovery.
During the networking breaks, see demonstrations of e-discovery and information governance technology by vendors of tools that
you can use for all sizes of files.
New this year: A how to guide on Electronic trials and lessons learned from Nortel, and interactive roundtable discussions led by
experienced counsel allowing for practical learning and the sharing of successful strategies and approaches.
8:30 am
Registration & Continental Breakfast
9:00 am
Welcome and Opening Remarks from the Co-Chairs
9:05 am
Precedents - What’s New in Canada in 2015?
James T. Swanson, Burnet, Duckworth & Palmer LLP
Crystal O'Donnell, Heuristica Discovery Counsel and Chair, EIC Precedents Sub-Committee
• Second Edition of the Sedona Canada Principles
• EIC precedents released in 2015
9:30 am
10:05 am
Track 1
Information Governance: The First step in the EDRM
Duncan Fraser, Wortzmans
Peter Gutelius, TD Bank Group
Joseph Solovitch, ARMA Canada
• How do you tackle IG from ground zero?
• Developing an IG framework – what to include,
who to involve and how to keep costs in check
• Setting priorities and milestones for success
Professionalism Content .5 hrs
Track 1
Preserving, Collecting, Producing and Introducing
Audio, Social Media and Cloud Evidence
Karen Groulx, Dentons LLP
Kevin Lo, Froese Forensic Partners Ltd.
Peter Gronvall, Navigant Consulting Inc.
• How to best capture, produce and introduce
non-traditional mediums
• Ethical considerations in using technology and
storing records in the Cloud
9: 30 am
Professionalism Content .5 hrs
10:05 am
Professionalism Content .5 hrs
10:40 am
10:55 am
Track 2
Building a Data Map
David Meadows, Ernst & Young Global Limited
Christopher Purdon, McMillan LLP
• What it is
• Where to start
• What it can do to reduce costs and keep
an e-discovery project on track
Track 2
Dealing with ESI in Regulatory Tribunals
Lorenz Bernier, Alberta Securities Commission
Melissa Fisher, Competition Bureau
Albert Pelletier, Ontario Securities Commission
Debbie Salzberger, Blake, Cassels & Graydon LLP
• The Competition Bureau; Production of
Electronically Stored Information
guidelines
• Best practices for dealing with ESI before
regulatory tribunals
Professionalism Content .25 hrs
Networking Coffee Break - Vendor Demonstrations
Track 1
Developing and Implementing a Successful E-Discovery
Response Strategy
Belinda Burnett, McCarthy Tétrault LLP
Anne Glover, Blake, Cassels & Graydon LLP
Laurie MacFarlane, CIBC
Ronald Podolny, Siskinds LLP
• Building the e-discovery team
• Identifying and Securing the evidence
• Addressing collection hot button issues
PROGRAM
Track 2
Advanced Technology Session: Leveraging
Technology and Maximizing Technical Investment
Carolyn Anger, Stikeman Elliott LLP
Mischa Armin, Gowling Lafleur Henderson LLP
Sarah Millar, Osler Hoskin & Harcourt LLP
Chuck Rothman, Wortzmans
• How to leverage TAR to drill into the case,
significantly reduce volume and find the
needles
• Ethical considerations in using TAR:
Balancing transparency and cooperation
REGISTRATION IS ONLINE www.oba.org/pd
with privileged work product/strategy
Questions? pd@oba.org
Professionalism Content .5 hrs
10:55 am
300-20 Toronto St. Toronto, ON M5C 2B8 | Toll Free: 1-800-668-8900 | Tel: 416-869-1047 | Fax: 416-642-0424
OBA | Professional Development
11:30 am
Track 1
Cybersecurity: How to Manage Information to Protect
Against Cyber Threats
Kevvie Fowler, KPMG Forensics
Susan Wortzman, Wortzmans
• The legal case for IG in the war to protect
against cyber threats
• Leveraging technology to manage information
Professionalism Content .5 hr
11:30 am
Track 2
Privacy and FIPPA/PHIPPA Issues
Susan Nickle, London Health Sciences Centre
Sharon Redding, Bell Canada
Lonny Rosen, Rosen Sunshine LLP
• Defining the legal landscape
•
Large organization and public sector
considerations
Professionalism Content .5 hrs
12:05 pm
Networking Lunch - Keynote Speaker - Maura Grossman, Wachtell, Lipton, Rosen & Katz
1:00 pm
Electronic Trials – The How to Guide and Lessons from Nortel
Regardless of the size of your firm, experienced counsel will show you how to leverage technology in the courtroom to
increase efficiencies:
Carolyn Anger, Stikeman Elliott LLP
Brent Arnold, Gowling Lafleur Henderson LLP
Belinda Schubert, Nixon Fleet & Poole LLP
• Learn about the TAS Paperless Trials Manual
Alan Mark, Goodmans LLP
Kim Neeson, Neeson and Associates
The Honourable Frank Newbould, Superior Court of Justice
Molly Reynolds, Torys LLP
• Hear how technology was used to facilitate the cross-border Nortel trial
Professionalism Content .5 hrs
1:45 pm
Budgeting for e-Discovery Cost Containment: Roundtables
Each interactive roundtable will be lead by a recognized e-discovery thought leader and allow for a comprehensive
introduction to e-discovery budgeting. Learn best practices for tracking costs and managing client expectations during an
e-discovery project.
Roundtable Leaders:
Shelby Austin, Deloitte Canada
Roger B. Campbell, Legal Counsel
Rachael Chadwick, Wortzmans
Marlon Hylton, Cassels Brock & Blackwell LLP
Michael Stephens, Osler, Hoskin & Harcourt LLP
Lynne Vicars, Scotiabank
Chris Walker, Torys LLP
David Wires, Wires Jolley LLP
Professionalism Content .75 hr
3:00 pm
Networking Coffee Break
3:15 pm
Privilege Issues: The Law, the Strategy and the Ethics
Work through challenging privilege issues in a variety of scenarios in this interactive session led by senior counsel and
distinguished members of the Bench. After a short presentation, participants will break out into smaller groups to discuss
their issue and formulate a strategy.
The Honourable Colin Campbell, Co-Chair, Sedona Canada
Martha Cook, Martha Cook Professional Corporation
Master Calum Macleod, Superior Court of Justice
Caroline Mostyn, Wal-mart Canada Corp.
David Outerbridge, Torys LLP
Glenn Smith, Lenczner Slaght Royce Smith Griffin LLP
Tom Sutton, McCarthy Tétrault LLP
Professionalism Content .5 hrs
4:00 pm
Closing Remarks
4:05 pm
Networking Cocktail Reception - Vendor Demonstrations
Joint with:
CBA Member/
Non-Member
In-person
$325*
Webcast
$325*
CBA Student Member
$162.50*
CBA Member/Non-Member
Package with Oct. 13
E-Discovery Primer
CBA Student Member
Package with Oct. 13 E-Discovery
Primer
$380*
$237.50*
PROGRAM REGISTRATION IS ONLINE
$162.50*
$380*
Questions? pd@oba.org
www.oba.org/pd
$237.50*
*Plus applicable300-20
taxes Toronto St. Toronto, ON M5C 2B8 | Toll Free: 1-800-668-8900 | Tel: 416-869-1047 | Fax: 416-642-0424