7TH ANNUAL ADVANCED FORUM ON

E-DISCOVERY & DOCUMENT MANAGEMENT

Tuesday, September 22, 2009

About

Be a part of the leading cross-industry e-discovery and information management forum for corporate counsel, litigators, and technology professionals

At a time when most companies are striving to reduce costs and trim staff, the burdens of e-discovery can be crippling. What’s more, court-imposed sanctions for e-discovery failures could very well place you on the losing side of bet-the-company litigation. Given the complexity, variety, and evolving nature of information management and communication technologies, it comes as no surprise that corporate and outside counsel often find themselves at a loss as to how to manage the e-discovery process. However, neither opposing counsel nor the courts are going to have any sympathy for those who stumble over e-discovery hurdles. Thus, it is imperative that you take the lead in ensuring that your company is well-positioned to manage the demands of e-discovery.

At American Conference Institute’s 7th Annual Advanced Forum on E-Discovery & Document Management you will obtain proven strategies and expert insights for cost-effectively managing the e-discovery process. Electronic discovery and information management experts from Actelion Pharmaceuticals, Biogen Idec, Federal Express, Fidelity, General Electric, Hewlett-Packard, Home Depot, Host Hotels & Resorts, International Paper, Motorola, National Archives and Records Administration, Purdue Pharma, UBS, UPS, Verizon, and Viacom, as well as six federal judges and leading outside counsel, will provide you with the keys to:

  • Reducing the costs of complying with e-discovery obligations without increasing the risks of sanctions
  • Streamlining your information management systems to increase search efficiency and improve compliance capabilities
  • Overcoming the document preservation, collection, and review hurdles that arise if one of your key vendors goes bankrupt
  • Bridging the gap between your legal and IT departments in order to avoid costly miscommunications
  • Increasing the speed and effectiveness of early case assessments to prevent spoliation

 

Contents & Contributors

About

Be a part of the leading cross-industry e-discovery and information management forum for corporate counsel, litigators, and technology professionals

At a time when most companies are striving to reduce costs and trim staff, the burdens of e-discovery can be crippling. What’s more, court-imposed sanctions for e-discovery failures could very well place you on the losing side of bet-the-company litigation. Given the complexity, variety, and evolving nature of information management and communication technologies, it comes as no surprise that corporate and outside counsel often find themselves at a loss as to how to manage the e-discovery process. However, neither opposing counsel nor the courts are going to have any sympathy for those who stumble over e-discovery hurdles. Thus, it is imperative that you take the lead in ensuring that your company is well-positioned to manage the demands of e-discovery.

At American Conference Institute’s 7th Annual Advanced Forum on E-Discovery & Document Management you will obtain proven strategies and expert insights for cost-effectively managing the e-discovery process. Electronic discovery and information management experts from Actelion Pharmaceuticals, Biogen Idec, Federal Express, Fidelity, General Electric, Hewlett-Packard, Home Depot, Host Hotels & Resorts, International Paper, Motorola, National Archives and Records Administration, Purdue Pharma, UBS, UPS, Verizon, and Viacom, as well as six federal judges and leading outside counsel, will provide you with the keys to:

  • Reducing the costs of complying with e-discovery obligations without increasing the risks of sanctions
  • Streamlining your information management systems to increase search efficiency and improve compliance capabilities
  • Overcoming the document preservation, collection, and review hurdles that arise if one of your key vendors goes bankrupt
  • Bridging the gap between your legal and IT departments in order to avoid costly miscommunications
  • Increasing the speed and effectiveness of early case assessments to prevent spoliation

 

Contents & Contributors

E-Discovery and Information Management in a Tumultuous Market: Overcoming Complications Arising from Bankruptcies, M&A, and Departing Employees
Benjamin R. Barnett, Partner, Dechert LLP (Philadelphia, PA)
Scott A. Carlson, Partner, Co-Chair of the eDiscovery Practice Group, Seyfarth Shaw LLP (Chicago, IL)
Jeffrey S. Follett, Partner, Foley Hoag LLP (Boston, MA)

Rule 502 and Its Impact on E-Discovery: Using the New Provisions to Reduce the Costs of Privilege Review Without Increasing the Risks of Waiver
William P. Barnette, Counsel – Commercial Litigation, Home Depot U.S.A., Inc.(Atlanta, GA)
Cynthia K. Courtney, Electronic Discovery Counsel, Day Pitney LLP (Hartford, CT)
Philip N. Yannella, Partner, Dechert LLP (Philadelphia, PA)

Technological Solutions to Information Management Problems: Increasing Efficiency and Reducing Costs Through the Use of Emerging Data Management Applications and Advanced Search Tools
Maura R. Grossman, Counsel, Wachtell, Lipton, Rosen & Katz (New York, NY)
Ronni D. Solomon, Counsel, King & Spalding (Atlanta, GA)
Jason R. Baron, Director of Litigation, National Archives and Records Administration (College Park, MD)

Legal Process Outsourcing, Offshoring, and the Use of Contract Attorneys: Obtaining Cost-Effective and Quality Legal Support Services

Michael R. Butler, Attorney, United Parcel Service (Atlanta, GA)
Russell Miller, Senior Vice President, Hudson Legal (Washington, DC)
Kimberly A. Newman, Partner, O’Melveny & Myers LLP (Washington, DC)

E-Discovery Ethical Considerations for In-House and Outside Counsel
John M. Barkett, Partner, Shook, Hardy & Bacon L.L.P. (Miami, FL)
Steven C. Bennett, Partner, Chair of the e-Discovery Committee, Jones Day (New York, NY)



DOCUMENT TYPES: PPT PDF PRESENTATIONS AVAILABLE: 9

8:00
Registration and Continental Breakfast
9:00
Co-Chairs' Opening Remarks
Mr. Jay Brudz
Senior Counsel - Legal Technology
General Electric Company
Ms. Janet Heins
Director of E-Discovery and Records Management
Merck & Co. Inc.
9:10
E-Discovery and Information Management in a Tumultuous Market: Overcoming Complications Arising from Bankruptcies‚ M&A‚ and Departing Employees
Ms. Martha A. Mazzone
Vice President‚ Associate General Counsel
Fidelity Investments
1 file
E-Discovery Issues in Bankruptcy
603.5 KB 14 pages Presentation
PPT - E-Discovery Issues in Bankruptcy
Mr. Benjamin Barnett
Partner
Dechert LLP
1 file
E-Discovery Issues in Bankruptcy
603.5 KB 14 pages Presentation
PPT - E-Discovery Issues in Bankruptcy
Mr. Scott A. Carlson
Partner‚ Co-Chair of the eDiscovery Practice Group
Seyfarth Shaw LLP
2 files
eDiscovery in Mergers and Acquisitions
14.3 MB 10 pages Presentation
PPT - eDiscovery in Mergers and Acquisitions
E-Discovery Issues in Bankruptcy
603.5 KB 14 pages Presentation
PPT - E-Discovery Issues in Bankruptcy
Mr. Jeffrey S. Follett
Partner
Foley Hoag LLP
2 files
E-Discovery Issues in Bankruptcy
603.5 KB 14 pages Presentation
PPT - E-Discovery Issues in Bankruptcy
Don’t Let the Door Hit You: Departing Employees and ESI
2.5 MB 30 pages Presentation
PPT - Don’t Let the Door Hit You:Departing Employees and ESI
10:30
Morning Coffee Break
10:45
Rule 502 and Its Impact on E-Discovery: Using the New Provisions to Reduce the Costs of Privilege Review Without Increasing the Risks of Waiver
-Mr. William P. Barnette
Counsel‚ Commercial Litigation
Home Depot U.S.A.‚ Inc.
1 file
Rule 502 and Its Impact on E-Discovery
325.5 KB 20 pages Presentation
PPT - Rule 502 and Its Impact on E-Discovery
Ms. Cynthia K. Courtney
Electronic Discovery Counsel
Day Pitney LLP
1 file
Rule 502 and Its Impact on E-Discovery
325.5 KB 20 pages Presentation
PPT - Rule 502 and Its Impact on E-Discovery
Mr. Philip N. Yannella
Partner
Dechert LLP
1 file
Rule 502 and Its Impact on E-Discovery
325.5 KB 20 pages Presentation
PPT - Rule 502 and Its Impact on E-Discovery
12:00
Networking Luncheon for Speakers and Delegates
13:15
Technological Solutions to Information Management Problems: Increasing Efficiency and Reducing Costs Through the Use of Emerging Data Management Applications and Advanced Search Tools
Ms. Maura R. Grossman
Counsel
Wachtell‚ Lipton‚ Rosen & Katz
2 files
Technological Solutions to Information Management Problems: Increasing Efficiency and Reducing Costs Through The Use of Emerging Data Management Applications and Advanced Search Tools
180.5 KB 30 pages Presentation
PDF - Technological Solutions to Information Management Problems: Increasing Efficiency and Reducing Costs Through The Use of Emerging Data Management Applications and Advanced Search Tools
Technological Solutions to Information Management Problems
766 KB 30 pages Presentation
PPT - Technological Solutions to Information Management Problems
Ms. Ronni D. Solomon
Counsel
King & Spalding
2 files
Technological Solutions to Information Management Problems: Increasing Efficiency and Reducing Costs Through The Use of Emerging Data Management Applications and Advanced Search Tools
180.5 KB 30 pages Presentation
PDF - Technological Solutions to Information Management Problems: Increasing Efficiency and Reducing Costs Through The Use of Emerging Data Management Applications and Advanced Search Tools
Technological Solutions to Information Management Problems
766 KB 30 pages Presentation
PPT - Technological Solutions to Information Management Problems
Mr. Jason R. Baron
Director of Litigation
National Archives and Records Administration
2 files
Technological Solutions to Information Management Problems: Increasing Efficiency and Reducing Costs Through The Use of Emerging Data Management Applications and Advanced Search Tools
180.5 KB 30 pages Presentation
PDF - Technological Solutions to Information Management Problems: Increasing Efficiency and Reducing Costs Through The Use of Emerging Data Management Applications and Advanced Search Tools
Technological Solutions to Information Management Problems
766 KB 30 pages Presentation
PPT - Technological Solutions to Information Management Problems
14:30
Legal Process Outsourcing‚ Offshoring‚ and the Use of Contract Attorneys: Obtaining Cost-Effective and Quality Legal Support Services
Mr. Michael R. Butler
Attorney
United Parcel Service
1 file
Legal Process Outsourcing, Offshoring, and the Use of Contract Attorneys: Obtaining Cost-Effective and Quality Legal Support Services
653.5 KB 36 pages Presentation
PPT - Legal Process Outsourcing, Offshoring, and the Use of Contract Attorneys: Obtaining Cost-Effective and Quality Legal Support Services
Mr. Russell Miller
Senior Vice President
Hudson Legal
1 file
Legal Process Outsourcing, Offshoring, and the Use of Contract Attorneys: Obtaining Cost-Effective and Quality Legal Support Services
653.5 KB 36 pages Presentation
PPT - Legal Process Outsourcing, Offshoring, and the Use of Contract Attorneys: Obtaining Cost-Effective and Quality Legal Support Services
Ms. Kimberly A. Newman
Partner
O'Melveny & Myers LLP
1 file
Legal Process Outsourcing, Offshoring, and the Use of Contract Attorneys: Obtaining Cost-Effective and Quality Legal Support Services
653.5 KB 36 pages Presentation
PPT - Legal Process Outsourcing, Offshoring, and the Use of Contract Attorneys: Obtaining Cost-Effective and Quality Legal Support Services
15:45
Afternoon Refreshment Break
16:00
Improving Communication Among IT Departments‚ Corporate Counsel‚ Outside Counsel and Vendors to Streamline E-Discovery Efforts and Minimize Risks
Mr. Jay Brudz
Senior Counsel - Legal Technology
General Electric Company
Ms. Janet Heins
Director of E-Discovery and Records Management
Merck & Co. Inc.
Mr. Wayne C. Matus
Partner‚ Leader of e-Discovery Practice Group
Pillsbury Winthrop Shaw Pittman LLP
Mr. Mark S. Sidoti
Director‚ Chair of the E-Discovery Task Force
Gibbons P.C.
17:30
Conference Adjourns
7:30
Continental Breakfast
8:00
Co-Chairs' Remarks
8:15
In-House Roundtable: Overcoming the Unique Information Management and E-Discovery Challenges Facing Corporate Counsel
Mr. Edward J. Efkeman
Senior Counsel - Litigation
Federal Express Corporation
Mr. Gregg I. Goldman
Executive Director and Head of Legal - IT Infrastructure and Group Offshoring
UBS
Mr. Vincent Miraglia
Senior Counsel - Information Technology
International Paper Company
Mr. Warren Solow
VP‚ Information & Knowledge Management‚ Law Dept.
Viacom‚ Inc.
Ms. Jennifer E. Tomaino
Litigation and E-Discovery Specialist
Verizon Communications‚ Inc.
Anthony J. Diana
Partner
Mayer Brown LLP
10:00
Morning Coffee Break
10:15
A View from the Bench: Judicial Perspectives on Rule 502‚ the Intersection of Technology and E-Discovery‚ the Potential for Sanctions Against Outside Counsel‚ and More
Hon. James L. Robart
District Judge
U.S. District Court for the Western District of Washington
The Honorable Robert M. Levy
United States Magistrate Judge
United States District Court for the Eastern District of New York
Hon. Robin S. Rosenbaum
United States Magistrate Judge
United States District Court for the Southern District of Florida
Mr. Stephen D. Brody
Partner
O'Melveny & Myers LLP
12:00
Networking Luncheon for Speakers and Delegates
13:15
E-Discovery Ethical Considerations for In-House and Outside Counsel
Mr. John M. Barkett
Partner
Shook‚ Hardy & Bacon L.L.P.
2 files
More On the Ethics of E-Discovery
252.4 KB 20 pages Presentation
PDF - More On the Ethics of E-Discovery
More on the Ethics of E-Discovery – Hypotheticals
88.1 KB 20 pages Presentation
PDF - More on the Ethics of E-Discovery – Hypotheticals
Mr. Steven C. Bennett
Partner‚ Chair of the e-Discovery Committee
Jones Day
2 files
More On the Ethics of E-Discovery
252.4 KB 20 pages Presentation
PDF - More On the Ethics of E-Discovery
More on the Ethics of E-Discovery – Hypotheticals
88.1 KB 20 pages Presentation
PDF - More on the Ethics of E-Discovery – Hypotheticals
14:15
Preventing Spoliation: Instituting Proactive Measures to Reduce the Risk of Sanctions
Ms. Gaynelle G. Jones
Litigation Counsel
Hewlett-Packard Company
Mr. Jonathan M. Redgrave
Partner
Nixon Peabody LLP
Mr. Alan M. Winchester
Member‚ Leader of the Electronic Information Counseling and Management Team
Harris Beach PLLC
15:30
Conference Ends