menu

Continuing Legal Education

Program Agenda

Thursday, November 19

7:30-8:15 am Registration & Breakfast 

8:15-8:30 am Welcome & Introductions
Tiffany Joly, Program Attorney, Georgetown Law

8:30-9:30 am Keynote Address
Christopher Surdak - Author of "Data Crush," International Book of the Year, 2014

  • Learn from Christopher Surdak, renowned futurist, tech expert, and author of "Data Crush: How the Information Tidal Wave Is Driving New Business Opportunities," the art of navigating disruption, turbulence, and innovation in the tech industry. 
  • Prepare for major change as predictive technology becomes persuasive, information trumps capital, and start-ups become influential corporations.

9:30-9:45 am Networking Break

9:45-11:00 am eDiscovery 2020
Laura M. Kibbe (Moderator), Managing Director of Professional Services, RVM Enterprises, Inc.; Christopher Surdak (Keynote Speaker); Daniel Martin Katz, Associate Professor of Law, Illinois Tech - Chicago Kent College of Law; Wayne Matus, Managing Director, UBS; Dena Sharp, Girard Gibbs LLP; Marc Teerlink , Chief Business Strategist, IBM Watson Group; Paul D. Weiner, Littler Mendelson PC 

  • Explore the future of eDiscovery as Christopher Surdak joins a panel of industry experts to discuss the impact of disruptive technology on the legal profession. 

11:00-11:10 am Networking Break

11:10 am-12:10 pm New Rules: Battleground Issues
Thomas Y. Allman (Moderator), Senior Vice President and General Counsel (Ret.) BASF Corporation; William P. Butterfield, Hausfeld LLP; Hon. James C. Francis IV, Magistrate Judge, U.S. District Court for the Southern District of New York; Hon. Elizabeth Laporte, Magistrate Judge, U.S. District Court for the Northern District of California; Robert L. Levy, Counsel, Civil Justice Reform and Law Technology, Exxon Mobil Corporation; Robert D. Owen, Sutherland, Asbill & Brennan LLP 

  • Examine issues left unresolved when the revised Federal Rules of Civil Procedure go into effect on December 1st 
  • Weigh the impact of the amendments on the practice of eDiscovery 
  • Anticipate points of contention as the new Rules are promulgated 

12:10-1:30 pm Lunch 

1:30-2:30 pm Concurrent Sessions: 

A. Debating Rule 37(e): Round One or Closing Arguments?
Hon. Frank Maas (Moderator), Magistrate Judge, U.S. District Court for the Southern District of New York; John M. Barkett, Shook, Hardy & Bacon LLP; Elizabeth J. Cabraser, Lieff Cabraser Heimann & Bernstein LLP; Alitia Faccone, Wilentz, Goldman & Spitzer, PA; Jerami Kemnitz, Wells Fargo; Daniel S. Robinson, Robinson Calcagnie Robinson Shapiro Davis, Inc. 

  • Consider revised Rule 37(e) in light of problems solved and issues on the horizon 
  • Examine alternative outcomes when applying Rule 37(e) to historic decisions 
  • Contemplate the practical impact of the new Rules on your day-to-day practice

B. Outsmarting Smartphones: Understanding Mobile Device Discovery 
Dan Regard (Moderator), Managing Director, iDiscovery Solutions; Warren Kruse, Vice President, Data Forensics, Altep, Inc.; Eric Mazur, Managing Director, Forensic Technology Services, Huron Consulting Group; Mark E. Michels, Deloitte LLP; Daniel E. Roffman, Managing Director, FTI Consulting 

  • Capture trends within evolving sources of electronic information 
  • Anticipate challenges in collecting and processing ESI from mobile technology 
  • Gain a technical understanding of the procedures used to preserve data from mobile devices

C. Search 2020: Advancing the Tools of the Trade
Gilbert S. Keteltas (Moderator), BakerHostetler; Jason R. Baron, Drinker Biddle & Reath; LLP Eric Lieber, Director of Legal Technology, Toyota Motor Sales, USA; Dera J. Nevin, Proskauer Rose LLP; Herbert L. Roitblat, OrcaTec LLC 

  • Evaluate the effectiveness of the tools currently used to find relevant and responsive documents 
  • Obtain better outcomes by surveying trends in emerging technology and search methodology 
  • Predict the benefits and costs associated with developments in search during the next five years

D. Straddling the Firewall: In-House and Outside Counsel Team Up
Sherry B. Harris (Moderator);  Wendy Butler Curtis, Orrick, Herrington & Sutcliffe LLP; Kelly G. Clay, Director, Information Management, GlaxoSmithKline; Edward Rippey, Covington & Burling 

  • Learn how to create a seamless partnership between counsel to build an effective and efficient discovery plan 
  • Account for changes in business models, technology, and case management 
  • Review points of conflict and receive suggestions for strengthening the relationship 

2:40-3:40 pm Concurrent Sessions: 

A. The New Discovery Diet: Waste Reduction through Effective Project Management
Karin Scholz Jenson (Moderator), BakerHostetler; Dawson Horn, Associate General Counsel and Vice President, American International Group, Inc.; Lea Malani Bays, Robbins Geller Rudman & Dowd LLP; Jaime Myers, Caterpillar Inc.; Hon. Derek P. Pullan, Utah Fourth District Court, Trial Court of General Jurisdiction 

  • Understand which Rules streamline discovery through enhanced cooperation and efficiency 
  • Analyze in detail amendments to Rules 1, 4, 16, 26, 34 
  • Learn how to incorporate the strategies behind the Rule amendments into your eDiscovery practice 

B. Cloud Computing: Solutions to Data Cumulus
Jonathan M. Palmer (Moderator), Assistant General Counsel, Microsoft Corporation; Michael E. Klein, Assistant General Counsel, Altria Client Services Inc.; Eric P. Mandel, Zelle Hoffman Voelbel & Mason LLP; Carmen Oveissi Field, Deloitte Transactions & Business Analytics LLP

  • Approach your discovery plan with a detailed understanding of cloud-based information sharing 
  • Learn the processes used to manage ESI and receive tips on retrieving data from the cloud defensibly 
  • Assess proactive measures that simplify cloud data retrieval

C. Don't Get Stuck in TAR: Avoid the Big Issues in Predictive Coding
David R. Cohen (Moderator), Reed Smith LLP; Thomas C. Gricks III, Managing Director, Professional Services, Catalyst; Maura R. Grossman, Wachtell, Lipton, Rosen & Katz; Charles Kellner, Senior Vice President, Consulting & Discovery Engineering, D4 LLC; Hon. Andrew J. Peck, Magistrate Judge, U.S. District Court for the Southern District of New York 

  • Examine multiple perspectives on TAR—learn the sticking points for judges and practitioners 
  • Avoid costly issues raised by opposing counsel related to consent, seed sets, and standards of review 
  • Learn to implement techniques that make cooperation truly feasible and beneficial

D. Trending Now: #CrossBorder eDiscovery
Jeane A. Thomas (Moderator), Crowell & Moring LLP; Patrick J. Burke, Seyfarth Shaw LLP; Amor Esteban, DLA Piper LLP; Richard J. Hood, The Hood Law Firm; Taylor Morgan Hoffman, Global Head of eDiscovery, Swiss Re 

  • Consider how your firm and clients are directly and indirectly affected by global information sharing 
  • Navigate international legal conflicts related to privacy, custody, preservation, and production 
  • Receive recommendations on tech tools and litigation strategies for multilanguage projects

3:40-4:00 pm Networking Break

4:00-5:00 pm Concurrent Sessions: 

A. Proportionality in Practice
Moze Cowper (Moderator), The Beverly Hills Litigation Group; Aaron Crews, Senior Associate General Counsel, Global Head of eDiscovery, Walmart Stores, Inc.; John J. Rosenthal, Winston & Strawn LLP; Hon. Craig B. Shaffer, Magistrate Judge, U.S. District Court for the District of Colorado; Ariana J. Tadler, Milberg LLP 

  • Identify strategies for implementing the newly revised Rule 26 into your practice 
  • Learn from in-house and outside counsel how to collaboratively build the case for proportionality 
  • Compare methods for negotiating terms and presenting proportionality arguments to the court 

B. BYOD: What's Mine is Yours? 
Peter Pepiton (Moderator), Dinsmore & Shohl LLP; Susan Hammond, Senior Vice President and General Counsel, Records, eDiscovery & Forensics Operations, Regions Financial Corporation;  Ronni D. Solomon, King & Spalding 

  • Prepare for the risks associated with bringing your own device to the workplace 
  • Survey the options available when personal and proprietary information is commingled 
  • Learn what to include in policies surrounding mandatory BYOD 

C. Check Your Sources: Understanding the Technical Aspects of Data Collection
Robert A. Eisenberg (Moderator), Strategic Consultant, Complete Discovery Source; Christopher Liwski, Senior Corporate Counsel, Sanofi US; Annika K. Martin, Leif Cabraser Heimann & Bernstein LLP; Tom Morrissey, Senior Director, IT Legal Operations & eDiscovery, Purdue Pharma LP; Timothy M. Opsitnick, Founder and General Counsel, Jurinnov Ltd. 

  • Drill down on the topic of non-traditional data sources—from databases to social media 
  • Map your litigation process keeping in mind emerging technology, commingled data, and multi-functional devices 
  • Understand how to request, preserve, and collect ESI with a comprehensive understanding of where data comes from

D. An Ounce of Prevention: Reducing Cost through Information Management 
Matthew I. Cohen (Moderator), AlixPartners LLP; Mira Edelman, Google Corporation; Ronké Ekwensi, Baxalta; Lorrie L. Luellig, Ryley Carlock & Applewhite, PC; Hon. David J. Waxse, Magistrate Judge, U.S. District Court for the District of Kansas

  • Consider a holistic approach to litigation readiness—including strategies for cost control
  • Analyze specific policies on record management, defensible data deletion, and legal holds 
  • Outline recommendations that will account for the true scope of litigation readiness

5:00-6:00 pm Cocktail Hour
Sponsored by Navigant 

6:00-7:30 pm Institute Reception (Ticketed)
Co-sponsored by The Electronic Discovery Institute, Inc. 

9:00-10:30 pm After Party
Sponsored by KPMG and Nuix

Friday, November 20 

7:45-8:30 am Breakfast 

8:30-9:45 am Case Law Update
Ken Withers (Moderator), Deputy Executive Director, The Sedona Conference;  Hon. Herbert B. Dixon, Jr., Associate Judge, Superior Court of the District of Columbia; Hon. Paul S. Grewal, Magistrate Judge, U.S. District Court for the Northern District of California; Hon. Paul W. Grimm, District Judge, U.S. District Court for the District of Maryland; Hon. Frank Maas, Magistrate Judge, U.S. District Court for the Southern District of New York; Hon. Kristen L. Mix, Magistrate Judge, U.S. District Court for the District of Colorado; Hon. Thomas I. Vanaskie, Circuit Judge, U.S. Court of Appeals for the Third Circuit 

  • The judges responsible for making case law will guide you through the most significant eDiscovery cases from 2015

9:45-10:10 am Networking Break

10:10-11:10 am Concurrent Sessions: 

A. Privilege Solved: Streamline the Review Process 
Philip J. Favro (Moderator), Recommind Inc.; Hon. John M. Facciola, Magistrate Judge (Ret.), U.S. District Court for the District of Columbia; David M. Greenwald, Jenner & Block LLP; Seth A. Katz, Burg Simpson Eldredge Hersh & Jardine, PC; Jonathan M. Redgrave, Redgrave LLP 

  • Identify best practices for handling privilege review in light of new Rules, case law, and technology 
  • Obtain practical solutions from expert panelists to help you streamline the process and reduce costs 
  • Analyze key provisions essential for every ESI protocol and 502(d) order

B. Native Production: A Viable Alternative?
Ronald J. Hedges (Moderator), Ronald J. Hedges, LLC; Craig D. Ball, Law Offices of Craig D. Ball, P.C.; Hon. Paul S. Grewal, Magistrate Judge, U.S. District Court for the Northern District of California; David Kessler, Norton Rose Fulbright US LLP; Charisma Starr, Legal Technology Manager, Exelon Corporation; Eric Schwartz, Ernst & Young

  • Learn how advanced technology has revived the debate on the use of native production format 
  • Determine whether former objections have been rendered obsolete
  • Compare the advantages and disadvantages of native production with other forms currently in use

C. Frying Pan to Fire: Presenting ESI to Judge and Jury
Mark L. Austrian (Moderator), Kelley Drye &Warren LLP; Ryan H. Flax, Managing Director of Litigation Consulting and General Counsel, A2L Consulting; Elizabeth A. Foley, Trial and Jury Consultant, Beth Foley Consulting, Inc.; Matthew T. Pierce, Director, Impact Trial Consulting 

  • Learn how to translate data post-production into effective and meaningful evidence 
  • Avoid pre-trial confusion by selecting the right software, accounting for new evidence, and flagging admissibility issues 
  • Analyze the presentation of evidence from multiple perspectives

D. Hack and Attacks: Effective eDiscovery in Response to Data Breaches
Adam I. Cohen (Moderator), Managing Director, Berkeley Research Group; John T. Bandler, Assistant District Attorney, New York County District Attorney's Office; Serge Jorgensen, President, The Sylint Group; Randi W. Singer, Weil, Gotshal & Manges LLP 

  • Review specially crafted hypotheticals to analyze increasingly common cybersecurity scenarios 
  • Understand sources of ESI critical to data breach eDiscovery 
  • Learn how to address forensic challenges unique to eDiscovery in cybersecurity cases

11:20-12:20 am Concurrent Sessions: 

A. Privileged Information: Government Perspectives on Key eDiscovery Issues
Allison C. Stanton (Moderator), Director of E-Discovery, FOIA & Records, Civil Division, U.S. Department of Justice; Tracy Greer, Senior Litigation Counsel for Electronic Discovery, Antitrust Division, U.S. Department of Justice; Deborah Morris, Deputy Enforcement Director, Consumer Financial Protection Bureau; David Shonka, Principal Deputy General Counsel, U.S. Federal Trade Commission 

  • Consider whether and how to negotiate discovery demands with government agencies
  • Increase your knowledge of the post-production process—learn what is most important to government agencies 
  • Clarify the level of transparency required for scope, production, privilege, preservation, use of search, and compliance

B. What Gen Z Knows that You Don't
Michelle Greer Galloway (Moderator), Cooley LLP; Jim Donahue, Vice President, Hanzo Archives; Adam C. Losey, Foley & Lardner LLP; Hon. Kristen L. Mix, Magistrate Judge, U.S. District Court for the District of Colorado; Lauren Schwartzreich, eDiscovery Counsel, Littler Mendelson PC 

  • Recognize new and emerging forms of social media and the obstacles to capturing associated data 
  • Examine challenges associated with "impermanent" technology 
  • Learn best practices related to collecting, preserving, and reviewing ESI from social media platforms

C. "We Can Work It Out:" Dispute Resolution for eDiscovery
Steven C. Bennett (Moderator), Park Jensen Bennett LLP; Hon. J. Mark Coulson, Magistrate Judge, U.S. District Court for the District of Maryland; Tina O. Miller, Farrell & Reisinger LLP; Karl A. Schieneman, President, Review Less 

  • Identify cost–effective alternatives to court resolution of discovery disputes 
  • Consider the relative advantages of special masters vs. court-appointed mediators 
  • Using hypotheticals, learn to apply protocol and procedures to disputed matters

D. An Ounce of Preservation: Avoiding End of the Line Costs
Michael E. Lackey Jr. (Moderator), Mayer Brown LLP; Daniel Kulakofsky, Associate Group General Counsel, Travelers Indemnity Co.; Beth Rauker, Medtronic, Inc.; Hon. Thomas I. Vanaskie, Circuit Judge, U.S. Court of Appeals for the Third Circuit 

  • Control the time and cost of eDiscovery with well-developed, replicable processes 
  • Account for problems related to data sources, custodians, legal holds, and judicial guidelines
  • Consider implementing best practices on information governance in advance of litigation

12:20-12:50 pm Boxed Lunch 

12:50-1:50 pm Ethical Traps in the Amendments to the Federal Rules 
Kevin F. Brady (Moderator), Redgrave LLP; Hon. Herbert B. Dixon Jr., Associate Judge, Superior Court of the District of Columbia; Joseph P. Guglielmo, Scott + Scott, Attorneys at Law LLP; Jennifer Hamilton Koger, John Deere; Patrick L. Oot, Shook, Hardy & Bacon LLP

  • Together with experts versed in professional responsibility as it relates to eDiscovery, examine the ethical issues that could arise before and during discovery, including Rule 26 conferences (Model Rules 1.6 and 3.4);initial client communications (Model Rules 1.4, 1.16 and 1.18);and legal holds (Model Rules 1.1, 5.1 and 5.3).

2:00-3:30 pm Judicial Roundtable 
Hon. John M. Facciola (Moderator), Magistrate Judge (Ret.), U.S. District Court for the District of Columbia; Hon. J. Michelle Childs, District Judge, U.S. District Court for the District of South Carolina; Hon. J. Mark Coulson, Magistrate Judge, U.S. District Court for the District of Maryland; Hon. James C. Francis IV, Magistrate Judge, U.S. District Court for the Southern District of New York; Hon. Elizabeth Laporte, Magistrate Judge, U.S. District Court for the Northern District of California; Hon. Douglas E. Miller, Magistrate Judge, U.S. District Court for the Eastern District of Virginia; Hon. Andrew J. Peck, Magistrate Judge, U.S. District Court for the Southern District of New York; Hon. Derek P. Pullan, Utah Fourth District Court, Trial Court of General Jurisdiction; Hon. Craig B. Shaffer, Magistrate Judge, U.S. District Court for the District of Colorado; Hon. David J. Waxse, Magistrate Judge, U.S. District Court for the District of Kansas 

  • Moderated by Retired Federal Magistrate Judge John Facciola, a distinguished panel of judges, comprised of Institute veterans and new jurists, will consider the latest developments in eDiscovery and predict future trends in the legal profession.

3:30 pm Adjournment 

 

On The Web

Maps & Directions

Google Location Map Georgetown University Law Center 600 New Jersey Avenue NW Washington, DC 20001