About this Conference

Conference Agenda

Day 1

8:00am – 9:00am

BREAKFAST / REGISTRATION

9:00am – 9:15am

INTRODUCTION & PRESENTATION OF CHAIRWOMAN EMERITUS AWARD TO LAURA KIBBE

9:15am – 10:15am

STATE OF THE INDUSTRY: HIGHLIGHTS OF THE 2009 SOCHA - GELBMANN ELECTRONIC DISCOVERY SURVEY

Understanding the fast paced developments and trends in this exploding field.

10:15am – 11:15am

RETROSPECTIVE ANALYSIS OF CRITICAL CASES AND HOW TO MANAGE YOUR RISK

Our experienced panelists will discuss the most relevant cases in this industry. They will cover lessons learned and steps for avoiding major pitfalls. This panel will also explore how different Information Governance policies could have yielded different results. As a key area, this ultimately will affect your risk management plan, resulting in a better bottom line.

11:15am – 11:45am

COFFEE BREAK

11:45am – 12:45pm

INFORMATION GOVERNANCE: OLD WINE IN A NEW BOTTLE OR NEW WINE IN AN OLD ONE?

This lively interactive forum will discuss Information Governance: Is it a holistic viewpoint embracing legal, IT and records management? Is it an integrated end-to-end view of information management? Is it a viable strategy for driving a coherent policy across businesses? Or is it just a new label for the same old centralization of information?

12:45pm – 2:00pm

LUNCHEON WITH JUDGE’S PANEL

2:00pm – 3:00pm

PROCESS AND PROJECT MANAGEMENT: ARE YOU READY?

This session will examine what to do about process and project management when electronic discovery comes knocking. Do you have a process in place to manage data from identification through presentation? Do you have a method to hand off data? Do you know what your costs have been or what they will be? How do your approaches differ if you have a de-centralized process vs. a tightly controlled one? What do smaller organizations need if they do not have internal resources to support a well defined process?

3:00pm – 3:15pm

COFFEE BREAK

3:15pm – 4:15pm

ETHICAL ISSUES: BEWARE OF THE CAMOUFLAGED THORNS

With electronic discovery, the already thorny issue of conflicts draws even more blood. Established guidelines inform traditional conflicts issues – the ones between law firms and clients. Attorney competence, candor with the tribunal, and conflicts of interest are some of the challenging topics. Add service providers to the mix and everything becomes even less clear. This discussion will address who owes what duties to whom, under what circumstances they owe those duties, and how those obligations can be met. If that were not enough, there is the issue of what to do if the relationship goes sour, something the panel will address as well.

4:15pm – 5:15pm

ADDRESSING THE CHALLENGES OF NEW TECHNOLOGIES

This panel will discuss emerging technologies - how corporate IT and lawyers can approach them, how they can add them to emerging electronic discovery business processes, and how to balance the apparently conflicting desire of users to adopt new technologies ASAP with the organization’s need for a strong Information Governance framework.

Emerging technologies to be addressed include:

• Cloud computing
• Web 2.0
• Twitter
• Videos and video phone
• Voice mail in the inbox
• Auto voice to text conversion

5:15pm – 6:30pm

NETWORKING RECEPTION

Day 2

8:00am – 9:00am

BREAKFAST / REGISTRATION

9:00am – 10:00am

INTERNATIONAL E-DISCOVERY: STRANGER IN A STRANGE LAND

In today’s global climate, information governance and electronic discovery have gone global as well. This panel will discuss data transfer, data security, data privacy, audit trails and forms of production along with multi-language files – and address how information governance and business needs can be combined to drive or restrict decisions about how to move or locate data on a global basis.

10:00am – 11:00am

HOW MUCH HORSEPOWER DO YOU REALLY NEED? PROPORTIONALITY WINS THE RACE

There are many ways to handle an electronic discovery case- but the key is to right-size both the technology and the legal team. Too much technology can become unmanageable. A big legal team put on a small matter can push costs so high that the business’ bottom line is jeopardized. Yet, too little technology or too small a team also can lead to disaster. This panel of experts will discuss methods to decide what is needed in the different stages of a case, from the theoretical calm of pre-litigation planning to the scramble of handling a bet-the-company case.

11:00am – 11:30am

COFFEE BREAK

11:30am – 12:15pm

VETTING A VENDOR: SHOULD WE? CAN WE AFFORD NOT TO?

More than ever, you need to know what role providers can fill – what they can do for you. This panel will discuss whether to vet a vendor (or provider), when, and how. In today’s world of ever-changing financial situations it is important to understand who you are dealing with, where their competencies i.e., whether they work with others and how, how they handle conflict issues, and how they let you know just what they are doing for you.

12:15pm – 1:15pm

VALUE AND COST PROPOSITIONS: FIFTEEN TIPS IN FIFTEEN MINUTES

Value and Cost are inherently intertwined and they need to be addressed together as well. However, often times “Value” is discussed as a stand alone item, unrelated to costs. The same holds true for “Cost”. But Value and Cost only have meaning when each is examined through the other’s prism. This wrap up session will focus on key tips and techniques for adding value and controlling costs, finishing with a rapid-fire 15 tips in 15 minutes to send you on your way with some final practical pointers.

Conference Faculty

Conference Sponsors

Anacomp CaseLogistix

Anacomp's CaseLogistix is an electronic document review platform for litigation on any scale. CaseLogistix' intuitive and flexible user interface, review workflow automation, powerful searching and unique dynamic foldering functionality greatly reduces post-FRCP document review time and expense. CaseLogistix supports both TIFF image and native file review and is completely Unicode compliant.
www.anacomp.com

DÆGIS

DÆGIS provides complete discovery solutions to law firms and corporate counsel. Our expertise spans the discovery life cycle from consulting, collection, electronic and paper discovery, to database development services. DÆGIS' professionals apply vast experience in the litigation support, legal and IT industries to create customized solutions that address unique challenges.
www.daegis.com

Epiq Systems

Epiq Systems is a leading provider of integrated technology products and services for the legal profession. Our software applications and Web-based platforms offer case management and document management solutions for electronic discovery, legal notification, claims administration, and controlled disbursement.
www.epiqsystems.com

Esquire Litigation Solutions

Esquire Litigation Solutions (ELS) combines industry-leading technology with high-quality litigation support solutions to manage large-volume cases with quick turnaround and the highest degree of accuracy. ELS services range from Computer Forensics through Production and encompass Early Case Assessment, eDiscovery, Hosting and Paper Discovery
www.esquiresolutions.com

Océ Business Services

Océ Business Services is one of the world's leading providers of document process management services and technology to law firms, corporations and the public sector.
www.obs-innovation.com

Stratify

Stratify, a 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 Discoveryã service provides easy-to-use concept-based review, robust foreign language support, and advanced document and visual email analytics for high-productivity reviews.
www.stratify.com

Symantec

Symantec is a global leader in infrastructure software, enabling businesses and consumers to have confidence in a connected world. The company helps customers protect their infrastructure, information, and interactions by delivering software and services that address ricks to security, availability, compliance, and performance. Headquartered in Cupertino, California, Symantec has operations in 40 countries.
www.symantec.com

TechLaw Solutions

TechLaw Solutions has a 25-year track record helping organizations in the litigation support and eDiscovery process. Our focus is to help mitigate client risk, address litigation preparedness and manage costs. Offerings include forensic data collection, advanced eDiscovery processing, online hosting with foreign language, native file and accelerated review capabilities, as well as hard-copy information management.
www.techlawsolutions.com