EDUCATIONAL SPONSORS:
FROM THE PUBLISHERS OF:
TM
IN ASSOCIATION WITH:
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.
MODERATOR
Patrick Oot
Director of Electronic
Discovery & Senior
Litigation Counsel
Verizon Legal
Department
Craig Ball
Trial Lawyer
Technologist,
Computer Forensic
Examiner
Theresa H.
Beaumont
Discovery Counsel
Google Inc.
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.
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.
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.
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.
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!
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.
On behalf of our partners, sponsors, faculty and exhibiting companies, we look forward to seeing you in New
York in February!
MODERATOR
Ramon Nunez
SVP of i365 a Seagate Company
Karen Cottle
SVP, Corporate
Secretary and
General Counsel of Adobe Systems
John D. Green
CIO of Baker
Donelson
Ruth D.
Hauswirth, Esq.
Director of
Professional
Development and
Practice Services at
Cooley Godward
Kronish LLP
Sincerely,
The LegalTech Team Browning Marean
Partner
DLA Piper
Mark Michels
Managing Attorney
Cisco
George I. Rudoy,
Director of Global
Practice Technology &
Information Services,
Shearman & Sterling
Thomas Thornbury
Group Manager, Forensics
& Incident Response
Merrill Lynch
Patrick Zeller
Associate General
Counsel
Guidance Software Inc.
MONDAY | FEBRUARY 2, 2009
TRACKS
Emerging
Electronic Discovery
Knowledge
Management
The Value of
Employing Strategic
Litigation Practices
The Globalization of
Legal Technology
Advanced IT
CLE ELIGIBLE
RM: TRIANON BALLROOM RM: REGENT PARLOR RM: SUTTON PARLOR SOUTH RM: RENDEZVOUS RM: BEEKMAN PARLOR
BALLROOM
SPONSORS
9:00 - 10:00
10:00 - 10:30
10:30 - 11:45
11:45 – 12:45
12:45 – 2:00
2:00 - 2:30
2:30 – 3:45
3:00 – 4:00
3:45 – 4:15
4:15 – 5:30 presented by
KEYNOTE
PRESENTATION:
You Wanna Go to Court—Get a Lawyer; If You Wanna Avoid Going to Court—Get a Records Manager OPEN TO ALL
Christopher J. Olsen, CRM, Systems Engineer, Principal, Lockheed Martin, Retired, Chief, Records, CIA
RM: WEST GRAND BALLROOM
AED1: Executing eDiscovery Inside the
Corporation
KM1:
How Integration
Drives KM
Exhibit Hall Break
ESLP1:
Drive a More
Efficient and Effective
Approach to Litigation
GLT1:
The Effect of
Data Protection Law on Collection and
Discovery
AIT1: SharePoint Best
Practices
Exhibit Hall Break
LegalTech E-Discovery Town Hall OPEN TO ALL
AED2: eDiscovery
Project Management
Principals and
Processes
KM2:
KM from a
Practicing Attorney
Perspective presented by
RM: WEST GRAND BALLROOM
TM
Exhibit Hall Break
ESLP2: Dealing with
Litigation Data
Proliferation
GLT2: Cultural
Considerations
CLE ELIGIBLE
AIT2:
Office 2007 –
Profound Changes –
Positioning Users for the Future
What is Twitter and How Can I Use It? OPEN TO ALL
RM: WEST GRAND BALLROOM
Exhibit Hall Break
AED3: eDiscovery
Issues & Trends
KM3:
KM from a Client
Services Perspective
ESLP3: Global Electronic
Discovery, or Did You
Mean Disclosure?
GLT3: The World Wide
Web: Operating 24/7 on a Global Scale
AIT3: Incorporating
Project Management into Your Day Job sponsored by
5:30
Welcome Cocktail Reception for Exhibitors & Paid Conference Attendees Only
RM: WEST GRAND BALLROOM
Sessions will be available on LegalTech on Demand
Emerging Technologies ETA RM: SUTTON PARLOR CENTER
10:30 - 11:15 ETA1 11:45 - 12:30 ETA2 1:30 - 2:15 ETA3 2:45 - 3:30 ETA4
OPEN TO ALL
4:00 - 4:45 ETA5
SuperSessions SS OPEN TO ALL
SS1 | Room: Nassau B All Day
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
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.
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!
SS3 | Room: Nassau A 8:00 - 12:00
Learn how Adobe® Acrobat® 9 Pro can help you share and manage your legal documents
SS4 | Room: Petit BallRoom
Autonomy Keynote Luncheon
11:45 - 2:00
SS6 | Room: Concourse A 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
Hot, Hot, Hot Topics in
E-Discovery
CLE ELIGIBLE HHH
Strategic Planning &
Performance
Management for Large
Law Firms
CLE ELIGIBLE
Adopting Web 2.0
Technology
Strategic Litigation
Planning
Corporate Legal IT
PPM WEB 2.0 SLP
RM: TRIANON BALLROOM RM: REGENT PARLOR RM: SUTTON PARLOR SOUTH RM: RENDEZVOUS BALLROOM RM: BEEKMAN PARLOR
CL
SPONSORS
9:00 - 10:00
10:00 - 10:30
10:30 – 11:45
KEYNOTE
PRESENTATION:
HHH1:
Data Security 101:
An Ounce of
Prevention is Worth a
Pound of Cure
How eDiscovery is Changing the Relationship Between Law Firms and their Corporate Clients 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
PPM1: Prioritizing
Technology Projects during Difficult
Economic Times
Exhibit Hall Break
WEB2.01:
Five Things
Every Practice Should
Know About Web 2.0
Technology
SLP1: Compliance and
Electronic Information:
State of the Industry presented by
CL1: Corporate
Legal Department vs.
Law Firm Perspectives
11:45 – 12:45
12:45 – 2:00
2:00 – 2:30
2:30 – 3:45
3:30 – 5:00
3:45 – 4:15
4:15 – 5:30
Inside the LegalTech Studio: The Impact of Technology on Legal Leadership & Decisions OPEN TO ALL
RM: WEST GRAND BALLROOM CLE ELIGIBLE
Exhibit Hall Break
HHH2:
Multilingual
Madness: Globalization is Colliding with the
Complexity of
E-Discovery
PPM2:
Technology
Scorecard
Exhibit Hall Break
WEB2.02: Best Practices for Online Networking presented by
SLP2:
Role of Advanced
Systems in Litigation
Planning
CL2: Matter
Management – Is it
Time to Re-evaluate your System?
What I Hate About Technology: And What I expect Our Outside Counsel, Opposing Counsel, Vendors, And Staff To Do About It presented by
RM: WEST GRAND BALLROOM CLE ELIGIBLE
OPEN TO ALL
Exhibit Hall Break
HHH3: May it Please the
Court...Defending a
Search and Production
Protocol – A Trial
Technology Experience
PPM3:
What Critical
Metrics are Most
Important for
Managing in Today’s
Economy
WEB2.03: Adopting Web
2.0 Capabilities into
Your Web Presence
SLP3: Alignment vs.
Conflict: General
Counsel and Outside
Counsel
CL3: Early Case
Assessments &
Planning
Emerging Technologies ETB RM: SUTTON PARLOR CENTER OPEN TO ALL
10:30 - 11:15 ETB1 11:45 - 12:30 ETB2 1:30 - 2:15 ETB3
2:45 - 3:30 ETB4 4:00 - 4:45 ETB5
SuperSessions SS OPEN TO ALL
SS1 | Room: Nassau B ALL DAY
“e” – Discovery Under the Microscope
SS2 | Room: Nassau A 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
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
SS5 | Room: Concourse B ALL DAY
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
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.
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
Electronic Discovery Bringing E-Discovery
In-house
TRACKS
CLE ELIGIBLE
SPONSORS
Email and Retention
Management
Managing Litigation
Costs – The Strategy,
The Preservation and
The Review
Corporate Counsel: e-Discovery,
Alternative Fees &
Negotiation Strategies
PARLOR
9:00 - 10:00
10:00 - 10:30
10:30-12:00
KEYNOTE Critical Concepts of Competence and Cooperation in the Electronic Discovery (EDD) Process OPEN TO ALL
PRESENTATION:
Hon. John M. Facciola, United States Magistrate Judge, United States District Court of the District of Columbia
RM: WEST GRAND BALLROOM CLE ELIGIBLE presented by
ED1:
State of the
Art in eDiscovery
Automation and Early
Case Assessment
BEI1:
Bringing
E-Discovery In-house
Before The Cases Hit
Exhibit Hall Break
ERM1: Email Management:
Damned if You Do and
Damned If You Don’t?
How Three Organizations
Solved the Email
Retention and Expiry
Riddle
MLC1:
Setting the
Strategy
CC1: Managing e-Discovery in an
Alternative Fee
Environment
12:00-1:30
1:30-3:00
ED2:
Getting a Hold on Legal Holds:
Best Practices for
Meeting the
Preservation
Obligation
BEI2:
Best and Worst
Practices in Bringing
E-Discovery In-house
Exhibit Hall Break
ERM2:
Email Archiving:
Formalizing the Fire
Drill
MLC2: A Records
Management Process is in Place, What
Steps should be
Taken to Control
Litigation Costs?
CC2: Let’s Make a Deal
3:00
Conference Adjourns/Exhibits Close
Emerging Technologies ETC
RM: SUTTON PARLOR CENTER
10:30 – 11:15 ETC1 11:45 - 12:30 ETC2 1:30 - 2:15 ETC3
OPEN TO ALL
SuperSessions SS
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?
OPEN TO ALL
10:00 am – 5:00 pm
10:00 am – 5:00 pm
10:00 am – 3:00 pm
George I. Rudoy
Chair of Educational Advisory Board
Director of Global Practice
Technology & Information Services
Shearman & Sterling, LLP
Craig Ball
President
Craig D. Ball, P.C.
TJ Johnson
Conference Coordinator
International Legal
Technology Association (ILTA)
Patrick Oot
Director of Electronic Discovery &
Senior Litigation Counsel
Verizon Legal Department
Monica Bay
Editor-in-Chief:
Law Technology News
Incisivemedia
Deena Coffman
Discovery Director
Johnson & Johnson
Michelle Mahoney
Director of Applied Legal
Technology
Mallesons Stephen Jaques
Peggy Wechsler
Program Director
International Legal
Technology Association (ILTA)
Oz Benamram, Esq.
Chief Knowledge Officer
White & Case LLP
Dawson Horn, III, Esq.
Senior Litigation Counsel
Tyco International
Bill Onwusah
Litigation Support Manager
Lovells
Marc Adler
Vice President of Sales
PerfectLaw Software
Kathy Granger
Director of Trade Shows
Thomson Legal and Regulatory
Mike Raley
Director of Marketing
FTI Consulting
Patrick E. Zeller
Vice President &
Deputy General Counsel
Guidance Software, Inc.
Dan Berlin
President
Tabs3/PracticeMaster
Jane Kimpan
Marketing Programs Manager
LexisNexis
Joseph C. Scott, J.D.
Vice President and
General Manager
CompuLaw LLC / Deadlines On
Demand LLC
Kelli Brooks
Principal, Forensic
Technology Services
KPMG LLP
Michele C.S. Lange, Esq.
Director, Legal Technologies
Kroll Ontrack, Inc
Jay Stromberg
Director of Marketing and
Business Development
TechLaw Solutions
212-457-7924 or by email at
651-337-0411 or by email at
m
m
sponsor
: from the publisher of
:
Woods K. Abbott
Senior Manager of Legal Operations,
Six Sigma Functional Champion
Raytheon Company
Mary Abraham
Counsel
Debevoise & Plimpton LLP
Tom Allman
Former SVP & GC, BASF
Editor, Sedona Conference ® Principles,
Second Edition
Robert Ambrogi
Journalist
Keith Andrzejewski
Principal
KPMG LLP
Olivier Antoine
Counsel
Crowell & Moring
Alexander Arato
Associate General Counsel
CA
Christina Ayiotis
Group Counsel – E-Discovery and Data Privacy
Computer Sciences Corporation
Tom Baldwin
Chief Knowledge Officer
Reed Smith
Craig Ball
President
Craig D. Ball, P.C.
Theodore Banks
Former Chief Counsel & Senior
Director, Compliance Policy
Kraft Foods Global Inc.
Ted Barassi, Esq.
Group Product Manager
Symantec
Deborah Baron
VP Legal & Compliance
Autonomy, Inc.
Jason R. Baron
Director of Litigation
National Archives and Records
Administration
Bobbi Basile
Director
Digital Mandate
Monica Bay
Editor-in-Chief, Law Technology News
Incisive Media
Theresa H. Beaumont
Discovery Counsel
Google Inc.
Maia Benson
Director SEM
LexisNexis
Michael A. Bogdonoff, Esq.
Partner
Dechert LLP
Alan Brill
Senior Managing Director
Kroll Ontrack
Teresa Britton
Legal IT Systems
Exelon Corporation
Kelli Brooks
KPMG LLP
Jay Brudz
Senior Counsel
General Electric
Lee Bryant
Co-Founder and Director
Headshift
Christopher A. Byrne, Esq.
Christopher A Byrne, Esq., P.C
Former Assistant Director,
FDIC's Division of Liquidation
David Cambria
Director of Operations, Law Dept
Aon Corp
Keith Casto, Esq.
Partner
Shook Hardy & Bacon, LLP
Dave Chaplin
Kroll Ontrack
David A. Chaumette, Esq.
Partner
Baker & McKenzie LLP
Michael Cherkinian
IS Project Manager
Paul, Weiss, Rifkind, Wharton &
Garrison LLP
Matt Clarke, Esq.
Shareholder
Ryley Carlock & Applewhite
Vicki Clewes
Senior Manager, Commercial Legal
Affairs
Gilead Sciences
Deena Coffman
Discovery Director
Johnson & Johnson
Charles Cohen
Hughes Hubbard
Scott Cohen
Director of Practice Support
Proskauer Rose LLP
Karen Cottle
SVP and General Counsel
Adobe Systems
Tim Crouthamel
Head of Litigation Support
State Farm
James Daley
Partner
Daley Crowley LLP
Janine Dascenzo
Associate General Counsel
GE
James F. Dawson
Former Director of Litigation Support
Information Discovery
MetLife
Matt DenOuden
National Director of Strategic Accounts
CT TyMetrix
Vanessa DiMauro
CEO & President
Leader Networks
Stephen Dooley
Manager of Electronic Discovery and
Litigation Support
Sullivan & Cromwell LLP
Pam Downs
Director
Baker Robbins & Company/Thomson-
Reuters Litigation Consulting
Brett Durand
Sr. Manager, Legal Technology &
Operations
Pfizer, Inc.
Meredith Dwyer
Senior Paralegal
Schering-Plough Corporation
Hon. John M. Facciola
United States Magistrate Judge
United States District Court of the
District of Columbia
Steve Fletcher
Chief Information Officer
Parker, Poe, Adams & Bernstein L.L.P.
Mary Flory
Senior Manager of Practice Support
Dickstein Shapiro, LLP
David Fong
Director - Risk Management -
Records/Information Management
Compliance
Qwest Communications
Suellen Galish
Formerly Vice President and Counsel
NYMEX
Heidi Golabek
Supervisor, PMO
Shearman & Sterling
Annie Goranson, Esq.
Discovery Counsel
Symantec
Roland Goss
Jorden Burt LLP
David M. Gottlieb
Baker, Sanders, Barshay, Grossman,
Fass, Muhlstock & Neuwirth, LLC.
Brian J. Green
Edwards Angell Palmer & Dodge LLP
John D. Green
Chief Information Officer
Baker, Donelson, Bearman, Caldwell &
Berkowitz, PC
Gil Greenman
Partner
Williams & Connolly
Corby Guenther
Senior Technology Training and
Development Manager
Bingham McCutchen
Hiroyuki Hagiwara
Partner
Ropes & Gray LLP
Tom Hall
Managing Attorney for Discovery and
Litigation Technology
Cleary Gottlieb
Jack Halprin, Esq.
Vice President, eDiscovery and
Compliance
Autonomy, Inc.
Warren Hamel
Partner
Venable LLP
Ron Harry
Manager, Electronic Data Discovery
Honeywell Legal
Honeywell International
Ruth D. Hauswirth, Esq.
Director of Professional Development and Practice Services
Cooley Godward Kronish LLP
Hon. Ron Hedges
Former US Magistrate Judge
Robin Helburn
Manager, Project Administration
Stroock & Stroock & Lavan LLP
Brian Hirsch, Esq.
Sr. Litigation Counsel
Cephalon, Inc.
Ian Hochman
Special Counsel
Wilkie Farr & Gallagher LLP
Matthew Homann
Founder
LexThink LLC
Derek Howard
Murray & Howard
Stuart W. Hubbard
Attorney
Schiff Hardin LLP
Kelly Inglese
Senior Director Litigation Support
Services
McCarthy Tétrault LLP / S.E.N.C.R.L., s.r.l.
David Isom, Esq.
Shareholder
Greenberg Traurig LLP
Dominic Jaar
Legal Counsel, Ledjit Consulting Inc.
Former Legal Counsel, Litigation and eDiscovery, Bell Canada
John Jamison
Vice President, Consulting Services
Iron Mountain Information
Management, Inc.
Shaheen Javadizadeh
Vice President of Strategic Marketing
Mitratech Holdings, Inc.
Ken Johnsen
Chief Financial Officer
Shearman & Sterling
Gregory Kaple
Senior Partner
Integrated Management Services
William Kellermann, Esq.
Electronic Discovery Manager
Wilson Sonsini Goodrich & Rosati, PC
Anne Kershaw
A.Kershaw, PC//Attorneys &
Consultants
Matt Kesner, Esq.
CIO
Fenwick and West
Laura M. Kibbe, Esq.
Director eDiscovery,
Litigation Consulting Services
Thomson Reuters
Dennis Kiker, Esq.
Director, Fios Consulting
Fios, Inc.
Ross L. Kodner, Esq.
Senior Legal Technologist/CEO
MICROLAW
Daniel P. Kulakofsky, Esq.
Managing Counsel – Director of
Electronic Discovery
The Travelers Companies, Inc.
Michael E. Lackey, Jr.
Partner
Mayer Brown
Hon. Elizabeth Laporte
Northern District of CA
Tom Lidbury
Partner
Mayer Brown LLP
John Lipsey
Vice President, Corporate Counsel
Services
LexisNexis
Eddie Lott
Principal
G-C Partners LLC
Jim Lynch
Partner
Latham & Watkins
Cecil Lynn, Esq.
Attorney
Ryley Carlock & Applewhite
Mary Mack, Esq.
Corporate Technology Counsel
Fios, Inc.
Michelle Mahoney
Director, Applied Legal Technology
Mallesons Stephen Jaques
Browning Marean
Partner
DLA Piper LLP (US)
Todd Mattson
Director of Practice Systems & Services
Covington & Burling LLP
Preston McKenzie
Vice President and General Manager
Business of Law – West, a Thomson
Reuters Business
Scott McVeigh
Directory, Records Management
Aramark
Jim Mitchell
Managing Director
Huron Consulting Group
Rees Morrison
President
Rees Morrison Associates (RMA):
Consults to Law Departments on
Management Issues
Margaret Morton
Practice Support Coordinator
Morrison & Foerster LLP
Roy A. Mura, Esq.
Mura & Storm PLLC
Fred Nemeth, Esq.
Senior Counsel
Repligen Corporation
Ken Nourse
Managing Director, Legal Technologies,
Asia Pacific
Kroll Ontrack
Kevin O’Keefe
Chief Executive Officer
Lex Blog
Christopher J. Olsen, CRM
Systems Engineer, Principal, Lockheed
Martin
Retired, Chief, Records, CIA
Patrick Oot
Director of Electronic Discovery &
Senior Counsel
Verizon Legal Department
Deidre Paknad, Esq.
President and CEO
PSS Systems
Anthony Paonita
Editor-in-Chief, Corporate Counsel
Incisive Media
Chris Paskach
KPMG
Donna Payne
CEO
Payne Consulting Group, Inc.
Hon. Andrew J. Peck
U.S. District Court, Southern District of New York
Adam Pollitt
Sr Director
First Advantage Litigation
Consulting Services
Ashish Prasad
Chief Executive Officer
Discovery Services LLC
Nick Puschak
Vice President, Product Management
Bridgeway Software Inc
Kenneth Y. Rashbaum, Esq.
Director, Fios Consulting
Fios, Inc.
Scott Rechtschaffen
Managing Shareholder
Littler Mendelson
Jonathan M. Redgrave
Redgrave, Daley, Ragan & Wagner LLP
Rachelle Rennagel
Chief Knowledge Officer
Sheppard Mullin
Edward Rippey
Covington & Burling
Jeffrey Roach
Chief Learning Evangelist
Profiscience Partners
Will Robberts
CEO, Kempton Advisors
Former President, Livenote
(division of Thomson-Reuters)
Pam Roberts
Head of Legal Discovery Services
Novartis
David Rohde
Director
Baker Robbins & Company/Thomson-
Reuters Litigation Consulting
Catherine Kane Ronis
Partner
Wilmer Hale
Scott D. Rosenberg, JD, CPA
Managing Director
Huron Consulting Group
George Rudoy
Director, Global Practice Technology and Information Services
Shearman & Sterling LLP
Joel Sanders
Chief Financial Officer
Dewey & LeBoeuf LLP
Barbara Schane Jackson
Vice President, Hildebrandt
Hildebrandt International
Johannes C. Scholtes
President / CEO
ZyLAB North America LLC
Paul M. Schwartz
Director of Financial Services
Anderson Kill & Olick, P.C.
Jeffrey Schwarz
President
CrossRealms, Inc.
Rich Seleznov
Managing Director
Huron Consulting Group
Jessica Shawl, PMP
Product/Project Manager –
Legal & Corporate Affairs
Intel Corporation
Michael Simon, Esq.
Technology Counsel
Stratify
Sarah Sims
Practice Management Director of
Hosted Litigation Solutions
LexisNexis
Adam Smith
Terremark
Mark Smith
Attorney
Winston & Strawn LLP
Orin Snyder
Gibson Dunn
George Socha
President, Socha Consulting
Founder EDRM
Alexander Southwell
Gibson Dunn
Kevin Stehr
VP Sales - Litigation Services
LexisNexis
Eugene P. Stein, Esq.
Formerly Chief Knowledge &
Technology Officer
White & Case LLP
Michael Sugrue, Esq.
Director Client Development &
Strategy
Stratify
Mike Sullivan
CEO
ZANTAZ Autonomy
Mark Surguy
Pinsent Masons (UK)
Dan Tacone
VP Large Law Segment
Elite
Paul Taylor
Senior Regional Practice Leader
First Advantage Litigation Consulting
Services
Tom Thimot
President & CEO
CaseCentral
Tom Tigh
President
SuperiorGlacier
Paul Tombleson
Partner, Head of Forensic Technology
KPMG Europe LLP
Kim Townsan
Senior Manager, Legal Administration
United Technologies Corp.
Matthew Tulchin
Goodwin Proctor
Ramana Venkata
SVP, Iron Mountain
GM, Stratify
Carla Walworth
Partner
Paul, Hastings, Janofsky & Walker LLP
Hon. David J. Waxse
U.S. District Court, District of Kansas
Eugene M. Weitz
Corporate Counsel
Alcatel-Lucent
Stephen Whetstone, Esq.
VP Client Development & Strategy
Stratify
Chuck Williams i365, a Seagate Company
Meredith Williams
Director of Knowledge Management
Baker Donelson Bearman Caldwell &
Berkowitz
Ron Wills
Senior Corporate Counsel,
Head of Litigation
McAfee
Bruce Wilson
VP Business Intelligence
Elite
Chris Winfield
President
10e20
Gregory Witczak
Vice President & Director of eDiscovery
Lehman Brothers Holdings, Inc.
Ken Withers
Director, Judicial Education and
Content
The Sedona Conference
Paige Wojcik
E-Discovery Manager
Perkins Coie
John W. Woods
Partner, Privacy and Information
Management Practice, Litigation &
Intellectual Property Practice
Hunton & Williams LLP
Brian J. Wycliff
Principal, Forensic Technology
Solutions
Pricewaterhouse Coopers LLP
Vidal Salem Zebulum
Executive Director, IT
TozziniFreire Advogados
Patrick Zeller
Vice President & Deputy General
Counsel
Guidance Software, Inc.
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
Featured Incisive Media Publications:
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.
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.
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.
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.
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.
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.
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".
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.
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).
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.
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.
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
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.
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.
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
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.
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.
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.
1.
One Form- Please use one form for all three days and press HARD when writing on the form
2.
Session Code: For each session you attend, write in the session code not the session title
(Ex: The session titled “Executing eDiscovery Inside the Corporation” should be written on the form as AED-1. Session codes can be found on the conference at a glance in the show guide that is in your conference bag
3.
State- Please write the state that you are admitted in. New York & California attorneys do not need to include bar numbers on the form.
4.
No Need to Calculate: You do not need to calculate your total credit hrs. Credits are calculated by the CLE administrator based on the time you were scanned in or based on when you manually signed into the session on the sign-in sheets that are placed outside of each of the session rms. (Please be sure that you are signing in and out of each session you attend.)
5.
Return Your Form: Once you are completely done with the conferences please return your form to the CLE desk. Please note that we do not sign the forms at the conference. Your form will be mailed to you once your credits are processed.
If you forget to hand in your form at the conference your credits will take longer to get processed. Please mail back all forms to
Incisive Media
Attn: Lazette Jackson 120 Broadway 6th Floor NY NY 10271
A special LegalTech rate of $309.00 is available for the 2009 New York show.
We have secured rooms at
1335 Avenue of the Americas
New York, NY 10019
USA
The Hilton New York continues to be our host hotel. Reservations can be made by calling
212-586-7000 or visit http://www.hilton.com/en/hi/groups/personalized/NYCNHHH-LGL-20090120/index.jhtml
Litigation Support Services
Director
Ballard, Spahr, Andrews &
Ingersoll LLP
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.
• How to Handle 140 Billion E-Mails Managing e-Discovery
• Trial Prep Using the Latest Technology
• Getting the Right Message to the Jury:
The Paralegal’s Role in Trial Presentations
• The Latest Techniques in Document Management
• Mastering Database Design
• The e-Discovery Questionnaire
• The Optimum War Room
• Trial by Fire: From Depositions to Designations
• 10 Secrets to Managing Your Vendor:
From the FRCP Process Through Trial and Beyond
• Multiple Case Management: Creating a Project
Plan
NALA Approved for 11 Credits !
NFPA Approved for 9.25 Credits!
For speaking opportunities or program inquiries, contact
Karen Abrams, Esq. at karen.abrams@incisivemedia.com or 212-457-7927
For sponsorship opportunities, contact
Rob Hafiz at Rob.Hafiz@incisivemedia.com or 651-337-0411
When registering use priority code: RNP
n
n
Sponsor: From the Publisher of:
7Safe Information Security
A M Exclusive Business
Machines
ABBYY USA Software
House Inc.
Access Litigation,
An Edmond Scientific
Company
AccessData
Adaptive Solutions Inc.
ADERANT
Adobe Systems, Inc.
Aivea Corp.
AlphaLIT
American LegalNet Inc.
Anacomp
Applied Discovery, Inc.
Aquipt
ARMA International
Attenex Corporation
Barkley Court Reporters
Basis Technology
BigHand, Inc
BlackBag Technologies
Bloomberg
BlueArc
Bluebeam Software
BlumbergExcelsior Inc.
Bowne JFS
Bridgeway Software
Business Integrity
C2 Legal
CA Inc.
CACI
Capital Legal Solutions
CaseManagerPro by
Lucid IQ
CaseTrack(EAG, LTD)
Catalyst Repository
Systems, Inc.
CDW
Clearwell Systems
Client Profiles
Clutch Group
Coffee Distributing Corp.
CommVault Systems
Compliance, LP
CompuLaw LLC
Consultancy Services Ltd.
Content Analyst Company
Control Systems, Inc.
Corel Corporation
Courtroom
Connect/Polycom
Courtroom Connect-
Courtroom View Network
Crescendo Systems
Corporation
Cricket Legal Technologies
CT Corporation
CT Summation
CT TyMetrix
CVision Technologies Inc.
Cypress Communications
Daegis
DataCert, Inc.
Datum Legal
Deadlines On Demand
Digiscribe International LLC
Discover-e Legal
Discovery Mining Inc.
DiscoveryWorks Legal Inc.
DocAuto, Inc
DocsCorp
DocuLex, Inc.
doeLegal, LLC
Driven Inc.
DTI
EDGARfilings Ltd.
EED, Inc.
Elite, a Thomson Reuters
Business eMag Solutions LLC
Encore Discovery Solutions
EncoreTech, Inc.
Endicia
Epiq Systems
Epoq, US, Inc
Equitrac Corporation
Equivalent Data
Equivio
Ernst & Young
Esquire Litigation Solutions,
LLC
Exari Systems
Exterro Inc.
Extractiva
Fidelity National Business
Advantage
Fidelus Technologies LLC
Findlaw, a Thomson
Reuters Business
Fios
First Advantage Litigation
Consulting
FTI
Gavel & Gown Software Inc.
Grundig Business Systems
GmbH
Guidance Software
Hot Neuron, LLC
Huron Consulting Group
LLC i365, A Seagate Services
ICCS & Co., LLC iCONECT Development,
LLC
ICS idiscover Global
Ikon Office Solutions
Incisive Media
InData Corporation
Independent Security
Evaluators
Index Engines Inc.
Inference Data
Informative Graphics Corp
Insight Financial Services
IntApp
InterLegis
Interwoven, Inc
IPRO Tech
Iris Data Services, LLC
ISYS Search Software
IVIZE, LLC
Ji2 Inc.
Kazeon
Kessler International
Kiersted Systems
KPMG Forensic Technology
Services
Kroll Ontrack, Inc
Lan Associates
LawScribe Inc.
Leadership Directories
Legal Files Software Inc.
Levit & James, Inc.
Lex Inc, dba Lex On
Demand
LexisNexis
Liquid Litigation
Management, Inc.
Litera Corp.
Litigation Systems,
Incorporated (LSI)
Logicube
LT Online Corporation
Masters Conference
MediConnect Global
MerlinOne
Merrill Communications,
LLC
Micron Systems Inc.
Microsystems
Millnet
MimeCast
Mimosa Systems Inc.
Mitratech
National Data Conversion
Institute
Navigant Consulting
Needles Case Management
Software
NetSimplicity
New York State Bar
Association
Nexidia
Nuance Communications,
Inc.
Nuix
Numara Software, Inc.
Oce' Business Services
Omega Legal Systems, Inc
Omtool Ltd.
Onsite 3
Open Text Corporation
Orange Legal Technologies
Panasonic
Paraben Corporation
Payne Consulting Group
Peak Discovery
Pegasus Imaging
Corporation
PensEra Knowledge
Technologies
www.legaltechshow.com | 212.457.7905
PerfectLaw Software
Philips Speech Processing
PinPoint Labs
Pitney Bowes Legal
Solutions
Premier Technology
Solutions, Inc.
Progressive Computer
Products
Protus
PSS Systems
Quest Software Inc.
Race Point Legal,
A Division of Nauset
Concepts
RainMaker Software, Inc.
Recommind Inc.
Reliance Globalcom
Services, Inc.
RenewData
Research In
Motion-BlackBerry
ReThinkITRippe & Kingston
Riverbed Technology
Rosen Technology
Resources
RR Donnelley
Sanction by Verdict
Systems
Select*Associates
Servient
Sherpa Software
Smarsh, Inc.
SmartSource Computer &
Audio Visual Rentals
SoftWise Corporation
Spectra Logic
SPi
Stamps.com Inc.
StoredIQ
Stratify, Inc.
Stroz Friedberg
Superior Glacier
SydneyPLUS International
Symantec Corp
Synaptec Software, Inc.
TABS3/ PracticeMaster
TCDI
TATA
TechLaw Solutions, Inc
The Attorney
Store.Com/Get Legal
The Oliver Group
The Sackett Group
Thomson Reuters Legal
Tikit Limited
Traveling Coaches, Inc.
TriCom Document
Management, Inc.
TutorPro LLC
U.S. Bank Oliver-Allen
Technology Leasing
UBIC, Inc
VASCO Data Security, Inc.
Vdiscovery
Verdatum
Vidyo, Inc.
Walz Certified Mail
Solutions
Wave Software
West Court Reporting
Services, part of
Thomson Reuters
West, at Thomson
Reuters Business
WinScribe Inc Limited
WizSoft, Inc.
Wolters Kluwer, Law &
Business
WORLDOX/World Software
Corporation
XmLaw, Inc.
ZANTAZ/Autonomy
ZyLab North America,LLC
•
•
•
•
> >
KEYNOTE SESSION
Sessions will be available at LegalTech on Demand
OPEN
TO
ALL
RM: West Ballroom
Christopher J. Olsen, CRM
Systems Engineer, Principal,
Lockheed Martin
Retired, Chief, Records, CIA
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
Panel:
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
Panel:
Jessica Shawl, PMP , Product/Project Manager – Legal & Corporate Affairs,
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.
RM: TRIANON BALLROOM CLE ELIGIBLE
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
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
RM: REGENT PARLOR CLE ELIGIBLE
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 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
2:30-3:45 KM2
KM from a Practicing Attorney Perspective
• 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
10:30-11:45 ESLP1
Drive a More Efficient and Effective Approach to Litigation
• 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
4:15-5:30 ESLP3
Global Electronic Discovery, or Did You Mean Disclosure?
• 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
RM: SUTTON PARLOR SOUTH CLE ELIGIBLE
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
RM: RENDEZVOUS BALLROOM CLE ELIGIBLE
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:
George Rudoy , Director, Global Practice Technology and Information Services,
Shearman & Sterling LLP
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.
NEW YORK
FEBRUARY 2-4, 2009
THE HILTON NEW YORK HOTEL
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
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
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
RM: BEEKMAN PARLOR
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
RM: SUTTON PARLOR CENTER
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
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.
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
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.
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
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
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 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.
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 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.
Speaker:
Ian Campbell , Chief Operating Officer, iCONECT Development, LLC
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?
MONDAY | FEBRUARY 2, 2009 12:45 - 2:00
RM: West Grand Ballroom CLE ELIGIBLE
OPEN TO ALL
Sessions will be available at LegalTech on Demand
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
PANEL
TM
MODERATOR
Patrick Oot
Director of Electronic
Discovery & Senior
Litigation Counsel
Verizon Legal Department
Craig Ball
President
Craig D. Ball, P.C.
Theresa H.
Beaumont
Discovery Counsel
Google Inc.
Deena Coffman
Discovery Director
Johnson & Johnson
Browning Marean
Partner
DLA Piper LLP (US)
George I. Rudoy
Director of Global
Practice Technology &
Information Services,
Shearman & Sterling
Ken Withers
Director, Judicial
Education and Content
The Sedona Conference
Patrick Zeller
Vice President &
Deputy General Counsel
Guidance Software, Inc.
MONDAY | FEBRUARY 2, 2009 3:00-4:00
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!"
MODERATOR
Monica Bay
Editor in Chief
Law Technology News,
Incisive Media
PANEL Matthew Homann
Founder
LexThink LLC
Kevin O’Keefe
Chief Executive
Officer
Lex Blog
OPEN TO ALL
• 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
Chris Winfield
President
10e20
SUPERSESSIONS MONDAY | FEBRUARY 2, 2009 OPEN TO ALL
>
SS1 | Room: Nassau B All Day
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:
Sherry Kappel , Microsystems
Charlene LeMaire , Traveling Coaches
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:
Sam Cavaliere , Microsoft
1:30 - 2:30
Client Profiles and Microsoft CRM
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
Knowledge Management and Web2.0
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
>
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 | Room: Nassau A 8:00 - 12:00
Learn how Adobe® Acrobat® 9 Pro can help you share and manage your legal documents:
• 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
sponsored by
FOR EXHIBITORS &
PAID CONFERENCE ATTENDESS ONLY
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
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.
>
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
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
BOOTH: 1519
BOOTH: 120.124.221.225
BOOTH: 2113
BOOTH: 500
BOOTH: 2127.2129
BOOTH: 2118
BOOTH: LOBBY
KEYNOTE SESSION
OPEN
TO
ALL
RM: West Ballroom CLE ELIGIBLE
RM: TRIANON BALLROOM CLE ELIGIBLE
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
Moderator:
Panel:
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
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
10:30-11:45 HHH1
Data Security 101: An Ounce of Prevention is Worth a
Pound of Cure
• 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
Moderator:
Matthew Tulchin , Goodwin Proctor
Panel:
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
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
NEW YORK
FEBRUARY 2-4, 2009
THE HILTON NEW YORK HOTEL
RM: REGENT PARLOR CLE ELIGIBLE
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.
RM: SUTTON PARLOR SOUTH CLE ELIGIBLE
“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
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 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.
Moderator:
Bruce Wilson , VP Business Intelligence, Elite
Panel:
Paul M. Schwartz , Director of Financial Services, Anderson Kill & Olick, P.C.
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
4:15-5:30 WEB 2.03
Adopting Web 2.0 Capabilities into your Web Presence
• 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
RM: RENDEZVOUS BALLROOM CLE ELIGIBLE
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.
sponsored by
RM: BEEKMAN PARLOR CLE ELIGIBLE
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.
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
John Jamison , Vice President, Consulting Services, Iron Mountain Information
Management, Inc
Scott McVeigh , Directory, Records Management, Aramark
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:
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
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:
Pam Downs , Director, Baker Robbins & Company/ Thomson-Reuters Litigation
Consulting
David Rohde , Director, Baker Robbins & Company/Thomson-Reuters Litigation
Consulting
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
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
NEW YORK
FEBRUARY 2-4, 2009
THE HILTON NEW YORK HOTEL
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
RM: SUTTON PARLOR CENTER
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.
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
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
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.
TUESDAY | FEBRUARY 3, 2009 12:45 - 2:00
RM: West Grand Ballroom CLE ELIGIBLE
Moderator: Panel :
OPEN TO ALL presented by
Chuck Williams
VP of Technology i365, A Seagate
Company
Karen Cottle
SVP and General Counsel
Adobe Systems
John D. Green
CIO
Baker, Donelson, Bearman,
Caldwell & Berkowitz, PC
Ruth D. Hauswirth, Esq.
Director of Professional Development and Practice Services
Cooley Godward Kronish LLP
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 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
Editor-in-Chief
Law Technology News
Incisive Media
Panel:
Anthony Paonita
Editor-in-Chief,
Corporate Counsel
Incisive Media
Theodore Banks former Chief Counsel &
Senior Director,
Compliance Policy
Kraft Foods Global Inc.
David Cambira
Director of Operations,
Law Dept
Aon Corp.
Deena Coffman
Discovery Director,
Johnson & Johnson
Kimberly Townsan
Senior Manager,
Legal Administration
United Technologies Corp.
Alexander Arato , Vice President, Associate
General Counsel, CA
Janine Dascenzo , Associate General Counsel, GE
sponsored by
SUPERSESSIONS TUESDAY | FEBRUARY 3, 2009 OPEN TO ALL
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SS1 | Room: Nassau B ALL DAY
“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.
Speakers:
Hemanth Salem , Vice President of Professional Services, Encore
Discovery Solutions
Donald Myers , Littler
Warren Kruse , Vice President of Data Forensics and Analytics, Encore
Discovery Solutions
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
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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.
10:30 – 11:45
Regulatory Challenges to eDiscovery Around the World
(EU, Russia, Middle East & Asia)
Moderator:
Browning Marean , Partner, DLA Piper
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
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
4:15 – 5:30
A Shrinking World - International Initiatives in eDiscovery
Moderator:
George Socha , Socha Consulting
Panel:
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
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SS3 | 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 cases, and courts expecting concrete action require legal and IT be prepared.
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
SUPERSESSIONS TUESDAY | FEBRUARY 3, 2009 OPEN TO ALL
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SS4 | Room: Concourse A ALL DAY
10:30 - 11:45
Heathcare & eDiscovery from a Corporate Counsel Perspective
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
The Impact of eDiscovery on Insurance Companies featuring
Andrea Tecce
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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
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.
Speakers:
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
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
SUPERSESSIONS TUESDAY | FEBRUARY 3, 2009 OPEN TO ALL
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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
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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
KEYNOTE SESSION
OPEN
TO
ALL
RM: West Ballroom CLE ELIGIBLE
Moderator:
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
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.
1:30-3:00 ED2
Legal Hold Best Practices: Meeting the Preservation Obligation
• 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.
presented by
RM: REGENT PARLOR CLE ELIGIBLE
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
RM: TRIANON BALLROOM CLE ELIGIBLE
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
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
NEW YORK
FEBRUARY 2-4, 2009
THE HILTON NEW YORK HOTEL
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
Moderator:
Annie Goranson Esq.
, Discovery Counsel, Symantec
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
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
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,
MetLife
RM: RENDEZOUS BALLROOM CLE ELIGIBLE
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
RM: SUTTON PARLOR SOUTH CLE ELIGIBLE
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
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
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.
10:30-12:00 MLC1
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
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
RM: BEEKMAN PARLOR CLE ELIGIBLE
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
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.
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
Moderator:
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
Plaintiffs:
Dennis Kiker, Esq.
, Director, Fios Consulting, Fios, Inc.
Meredith Dwyer , Senior Paralegal, Schering-Plough Corporation
David Isom, Esq.
, Shareholder, Greenberg Traurig, LLP
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
RM: SUTTON PARLOR CENTER
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 ETC1
Save International Language Review Costs with iCONECT
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
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.
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
1:30-2:15 ETC3
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.
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
NEW YORK
FEBRUARY 2-4, 2009
THE HILTON NEW YORK HOTEL
SUPERSESSIONS WEDNESDAY | FEBRUARY 4, 2009 OPEN TO ALL
>
SS1 | 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
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SS3 | 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
>
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.
EDUCATIONAL SPONSORS:
TM
20
IN ASSOCIATION WITH:
FROM THE PUBLISHERS OF:
1-10 members $3995
You can register via fax or mail, until January 26, 2009 or on the web until January 30, 2009. After January 30, 2009 all registrations will be processed on-site.
Substitutions may be made at anytime. Cancellations are accepted and registration fees refunded (less a 25% cancellation fee) if notice received in writing by
January 26, 2009. If cancellation is received after
January 26, 2009, 50% of fee will be forfeited and the remainder of the fee applied toward another upcoming
Incisivemedia event (within same calendar year).
Incisivemedia has been certified by the New York State
Continuing Legal Education Board as an Accredited Provider of live continuing legal education programs.
Incisivemedia will also apply for approval of this program in states requiring continuing legal education subject to the rules, regulations and restrictions dictated by those states organizations. For specific information about CLE contact
Lazette Jackson at 212-457-7912 or email cle@incisivemedia.com
Incisivemedia Events is registered with the Law Society and the Bar counsel as an authorized provider CPD (Continuing
Professional Development) training.
Tuition Assistance is based on need and is available upon request. Special consideration is given to public interest lawyers, government lawyer and recently admitted solo practitioners. To receive an application please call
212-457-7905 or carl.seering@incisivemedia.com
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& Compliance Corporate Transactions Criminal Disabilities Domestic Relations
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Mergers & Acquisitions Motor Vehicles Patent Personal Injury Product Liability
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Tax Torts Trademark Trusts and Estates Unemployment Compensation
Workers' Compensation
* Firm Type:
Consultant Government Agency Law Department Law Firm
Press Solo Practice Other: ______________________
* Firm Size:
Solo 2-19 20-39 40-99 100-249 250-499
500-999 1000+
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Chief Marketing Officer (CMO) Chief Operating Officer (COO) Consultant Director/Manager Executive Management (EVP/SVP/VP/GM/Managing Director)
In-House/Corporate Counsel Judge Lawyer, Government Lawyer, Law Firm Associate Lawyer, Law Firm Of Counsel Lawyer, Law Firm Partner Lawyer, Solo Practitioner
Legal Administrator Librarian Litigation Support Manager Litigation Technology Specialist MIS Director Managing Partner Paralegal/Legal Assistant Professor
Retired Student Systems/Administrator
* Job Function/Responsibility:
Corporate/Business (non-legal) Management Diversity Finance/Accounting Human Resources/Training Information Systems/Technology Law Department Management
Law Firm Management/Administration Library/Information Management/Research Lobbyist/Government Relations Marketing & Business Development
Office/Facilities/Real Estate Management Recruitment VAR
Personal Information
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M.I.
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Check enclosed for $________________
(Payable to LegalTech)
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*
Discounts available for members of ILTA, The DC Bar,
The NY City Bar and The NY State Bar Associations
Valid Through
MasterPass
Single Day ( Monday, Tuesday or Wednesday)
Early Bird 12/31/08
$995
$825
Standard 1/1/09 & on site registration
$1195
Discounted Master Pass*
Discounted Single Day*
$495 each
$425
$1025
$695 each
$625
Indicate day: Monday Tuesday Wednesday
(Includes all sessions that day, course materials, plus keynotes, networking reception & exhibits)
Free 50 Exhibits & Keynotes
L aw Firm Pass
For up to 10 people from your firm
L aw Firm Pass
11 - 25 people from your firm
$3,995
$4,995
$3,995
$4,995
Law Firm Pass
26+ people from your firm
$6,995 $6,995
Additional Information
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Tel: 212-457-7905
Fax: 212-732-3857
Web: www.legaltechshow.com
Mail: LegalTech
Incisive Media
Conferences & Trade Shows
120 Broadway - Floor 5
New York, NY 10271-1101
Registrations are accepted until
January 30, 2009 after which time all registrations will be processed on-site.