Dallas Agenda

All times below for the listed sessions are Central Time.

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Day 1

8:00AM - 9:00AM
8:45AM - 9:45AM
Track 1

Cash Butler

Cash Butler is a seasoned electronic discovery expert having over 14 years of experience as a service provider. Cash is an expert at legal vendor and project management and is the founder of ClariLegal, an eDiscovery vendor management platform that matches corporations and law firms with the right vendors who have the right service offering at the right price. The ClariLegal solution saves time and...

Corporate counsel and law firms are under significant pressure to deliver services more cost-effectively and efficiently. The alignment of the legal services value chain is very important to achieve success. Process, technology and business model innovation changes need to evolve to meet the needs of all the parties that consume and deliver these services. How do we identify, evaluate, implement and measure internal and external improvements? In this session you will learn from expert practitioners from corporations, law firms and 3rd party vendors on what they currently do and what kind of process, technology or business model improvements will help going forward.

8:45AM - 9:45AM
Track 2

The reasonable anticipation or filing of a litigation case is only one event that can trigger a need for eDiscovery. These days, eDiscovery also plays an important part in conducting investigations to meet compliance, due diligence or regulatory enforcement requirements. In this session, the panelists will share experiences and provide examples of the use of eDiscovery technology and best practices to meet investigative objectives. Topics include:

· Common Types of Investigations Involving eDiscovery
· Similarities and Differences from eDiscovery in Litigations
· Data Discovery, Data Privacy and Cross-Border Implications
· Common Mistakes to Avoid
· Dealing with Phones/BYOD Issues During Investigations
· Best Practices for Managing eDiscovery in Investigations

9:45AM - 10:45AM
Track 1

This panel will discuss the technology around Machine Learning and how it will impact your case. The panelists are you unique. The panelists companies, outside of legal, are also working on predictive technology. This will be a lively discussion on how analytics are impacting our community while covering the pros and cons of the latest trends.

9:45AM - 10:45AM
Track 2

Gone are the days when companies could pass the headaches of cyber security to the IT department. It is everyone’s problem now. It is no longer just an IT problem. It has become a business issue effecting the entire organization. Join our panelists for a conversation that takes a realistic approach to protecting your data, both proactive and reactive, debunking many common myths along the way.

11:00AM - 12:00PM
Track 2

Neil Etheridge

Chief Marketing Officer
A 17-year veteran of the legal tech industry, Neil combines a deep understanding of law firms, legal departments, and the legal tech industry with a passion for delivering revolutionary legal technology. Before joining DISCO, Neil was vice president of product marketing for Recommind, where he was responsible for product marketing, strategy, and competitive intelligence across all of Recommind’s...

Alvin F. Lindsay

Hogan Lovells US LLP
Al Lindsay knows how to make the complex understandable and put his clients best case forward. Whether the dispute relates to a multi-billion-dollar power-plant construction project, a nationwide product-liability class action, the crash of an airliner in South America, or even a presidential election, Al relies on his more than a quarter-century of experience litigating some of the most important...

Chris Coots MBA, MSc

Baron Budd, P.C.
Lead Litigation Support Specialist
I make it my goal to ensure business needs are being met by evaluating the ongoing effectiveness of current plans, programs, and initiatives. I am experienced in consulting with senior management, co-workers, or other key stakeholders including soliciting, evaluating, and applying suggestions for increased efficiency and cost effectiveness. I work to Identify and implement operational efficiencies...

James Sheppard

Southwest Airlines
Senior Litigation Attorney
James Sheppard is a Senior Litigation Attorney at Southwest Airlines and handles all facets of commercial litigation, ranging from class actions to aviation disputes to customer claims.  James also works closely with internal clients on technology-related litigation and cyber insurance issues. James and his team also manage the company’s e-discovery program and focus on best practices...

Blockchain technologies provide the opportunity to transform major industries as well as the the practice of law. We’ve already seen tremendous change across a wide variety of industries including healthcare, retail, finance, agriculture, phramaeudical and entertainment. We are now seeing how blockchain can transform the legal practice – in litigation, social justice and in many other areas. Both US regulators as well as lawmakers across the world are grappling with how to address the quick spread of this emerging technology. Lawyers are trying to figure out how to apply old law to a new medium. Hear from blockchain experts about how this nascent technology will change the world as you know it. 

12:00PM - 1:35PM

Vincent J. Cordo, Jr.

Shell Oil Company
Central Legal Operations Officer
Industry leading client value pricing and project management professional with key account (KAMs) and inventory pipeline management proficiencies.Experience building global client value, pricing, project management, and key account program initiatives at three AmLaw 50 firms. Expert in profit modeling & (KPIs) key performance indicator monitoring/quality metric analysis, inventory management, forecasting,...

Russ Dempsey

Assistant General Counsel
Experienced General Counsel that drives value for his client by increasing efficiencies in the delivery of legal services by utilizing project management techniques and managing expenses by structuring value based relationships with outside counsel. A hands-on corporate generalist with a strong background in legal department management, employment/employee benefits, corporate law, and commercial transactions....

Centralized Legal Operations – Sourcing, Partnering with Outside Counsel and Vendor management. How strategic operations coupled with Data Analytics and Reporting help move the needle.  Finding opportunities to advance case prediction, forecasting, and legal process improvements enhancing resource efficiencies.

1:45PM - 2:45PM
Track 1

The rise of legal operations has been a major force within the corporate legal community. Every cost within a legal department is being dissected, and as eDiscovery matures the need for business intelligence surrounding those costs becomes more apparent.

Discovery Data Governance is the intersection of legal operations and eDiscovery. Whether your department is trying to move up the ladder of eDiscovery maturity or just trying to reduce overall cost, actionable decisions require insight from data you have, and likely data you don’t currently gather.

1:45PM - 2:45PM
Track 2

Artificial intelligence is poised to have a transformational impact on our world; it is already affecting how we do business and live our lives today. Its effects magnify as virtually every industry begins to transform their core processes and business models to take advantage of artificial intelligence. Because of this level of influence and impact artificial intelligence will have in our world, it is essential that we keep it pure, balanced and unbiased in the tasks and processes it performs; however, are we? Of late, we see a trend of bias making its way into artificial intelligence systems that pose a threat to artificial intelligence becoming a positive impact on our world. The bias found in the data and even the models themselves can cause subtle unexpected outcomes. Join me as we discuss what this bias is, how it might be (accidentally or perhaps deliberately) included into data and models, and how we can detect and remove bias from our artificial intelligence systems.

2:45PM - 3:00PM
3:00PM - 4:00PM
Track 1

Thomas Matzen

Matzen Consulting Group
After 17 years in the eDiscovery and cyber security industry, I have decided to launch my own consulting group. The Matzen Consulting Group will focus on assisting corporations and law firms, both large and small, with their eDiscovery and data security needs.  Specifically, the Matzen Consulting Group offers expert consulting services in the following areas: GDPR ConsultingeDiscovery...

Danny Thankachan

Blank Rome LLC
Advising Fortune 500 and AmLaw 200 clients at the nexus of law and technology. Specialties include the development of Blockchain use cases and its implementation in daily operations, assisting clients on information governance and e-discovery engagements and leading businesses through change management, organizational turnarounds, and business process improvement. Presentations & Speaking...

Deborah K. Hoffman, Esq.

The Masters Conference
General Counsel
Debbie Hoffman is Founder & CEO of Symmetry Blockchain Advisors, Inc. where she works with clients in their endeavors related to education, strategy and development of blockchain solutions. With her experience in financial services, law and technology innovation, Debbie brings a unique perspective in working with Symmetry’s clients. Debbie was previously the Chief Legal Officer at a financial...

Mark Rasmussen

Jones Day
Partner in Securities Litigation and SEC Enforcement
I am a seasoned litigator and investigator with over a dozen years of experience representing clients in complex commercial litigation, regulatory and internal investigations, and bankruptcy litigation. I also advise clients on regulatory compliance related to cryptocurrencies, ICOs, and blockchain technology, and am actively involved in Jones Days blockchain initiative.I regularly defend clients in...

The blockchain is an undeniably ingenious invention – the brainchild of a person or group of people known by the pseudonym, Satoshi Nakamoto. But since then, it has evolved into something greater. 

Blockchain technologies provide the opportunity to transform major industries, particularly through the intersection of blockchain, big data, and IOT. Blockchain will soon transform diverse sectors including: finance, energy, health/pharma, agriculture, food/chemicals, transportation, autonomous systems, sharing economies, artificial intelligence, robotics etc. Several states have started using-or exploring how they can use-blockchain to manage critical records, ensure data integrity, and provide more transparent access to and management of company information. And the Federal Government recently launched an initiative (https://www.gsa.gov/technology/government-it-initiatives/emerging-citize...), focused on exploring distributed ledger technologies (like blockchain) that use encryption and coding to improve transparency, efficiency, and trust in information sharing for a variety of potential use cases. Join this panel to learn more about blockchain and how it's about to change the world.

3:00PM - 4:00PM
Track 2

Kelly Twigger

ESI Attorneys; eDiscovery Assistant
Kelly is the Principal, ESI Attorneys and CEO, eDiscovery AssistantRecognized by Corporate eDiscovery in 2018 as one of the voices driving the conversation in ediscovery, Kelly Twigger is a practicing attorney, software developer, blogger, author, and speaker on issues in electronic discovery and legal technology. As Principal at ESI Attorneys, Kelly manages a boutique ediscovery and...

The eDiscovery world is consolidating at a rapid pace. With the maturation of the eDiscovery market, the market is feeling smaller and smaller to both buyers and vendors. Organizations struggle with how to best manage their most valuable resource—their human resources—while staying viable as a business and dealing with the consolidation. How can your organization best train, re-train, and attract great talent during times of market uncertainty and talent wars with competitors?

4:00PM - 5:00PM
Track 1

George Finney

Southern Methodist University
Chief Security Officer
I am a seasoned CyberSecurity executive, leader, and bridge builder responsible for developing and maturing cybersecurity programs. I am an expert in policy, awareness, compliance, operational management and the complex legal issues surrounding security with a talent for building partnerships. I have an extraordinary record of success driving high-value projects, large scale cost savings, transparent...

Janelle Davis

Thompson & Knight LLP
Assistant General Counsel
Janelle L. Davis is a trial lawyer and trusted counselor who represents clients before federal and state trial courts. She has tried numerous jury cases, in both civil and criminal court, and she has advised clients on matters involving antitrust, advertising, aviation, products liability, and other complex business litigation and complex commercial disputes, including class actions and regulatory...

Thomas Matzen

Matzen Consulting Group
After 17 years in the eDiscovery and cyber security industry, I have decided to launch my own consulting group. The Matzen Consulting Group will focus on assisting corporations and law firms, both large and small, with their eDiscovery and data security needs.  Specifically, the Matzen Consulting Group offers expert consulting services in the following areas: GDPR ConsultingeDiscovery...

Chris Holm

The Perot Companies
Chief Information Officer
The Perot Companies is comprised of multiple private companies and business units, including Hillwood and other Perot family interests. As CIO, Chris is accountable for delivery and evolution of all IT services and systems to the enterprise’s dynamic business units. Chris was previously the Director of IT Risk, Security & Quality for TXU Energy, a Texas-based deregulated electricity...

Terri Garland

Attorneys’ Liability Assurance Society, Inc. (ALAS)
Vice President & Senior Loss Prevention Counsel
Terri Garland serves as Vice President and Senior Loss Prevention Counsel at Attorneys’ Liability Assurance Society, Inc. (ALAS), where she advises law firms about ways to prevent malpractice claims.  She also works with firms senior management and general counsel on compliance, cybersecurity, and risk management issues. Before joining ALAS, Terri practiced as a litigation partner in...

The rise of cloud computing has been one of the most impactful technology disruptors the legal sector has faced since the introduction of online legal research. Within the next year, 80% of all IT budgets will be committed to cloud solutions needed to support business growth, reduce costs, and improve efficiency, agility, and ultimately the customer experience. The next chapter in legal technology is how to use the cloud. Learn in this session best practices to embracing the cloud and modern technology while exploring techniques that will graduate your law department to a high level of efficiency.

4:00PM - 5:00PM
Track 2

Andrea Gregg

Andrea Gregg is a Corporate Counsel at AdvoCare International, a health and wellness company based in Plano, TX. Andrea applies her passion for business and background in consumer law and commercial litigation to help build towards the companys strategic goals, focusing her practice on regulatory, advertising, independent contractor compliance and litigation management. She has proudly served...

Matthew Deegan

Jackson Walker L.L.P.
Litigation Support Analyst
Matt Deegan is a Litigation Support Analyst in the Litigation Support Department at Jackson Walker LLP.  He has over sixteen years of eDiscovery experience and has experience with trial support for the Dept. of Justice, on the vendor side, and at AmLaw 100 law firms.  Matt has extensive knowledge in all aspects of Litigation Support and has multiple professional certifications including RCA,...

Tracy D. Drynan

Drinker Biddle
Senior Attorney
Tracy D. Drynan is a senior attorney in the firms Litigation Group.Tracy has extensive experience across the E-Discovery lifecycle including, interpreting Requests for Information and Complaints to identify sources of relevant information, developing strategies for targeting and gathering data, performing custodial interviews, and managing the collection of information.Tracy’s experience...

Christopher Arellano

Thompson & Knight LLP
Sr. Litigation Support Project Manager
Christopher Arellano is a Senior Project Manager in Litigation Support at Thompson & Knight, LLP.  He has over twelve years of ediscovery experience and previously worked both on the vendor side and at an AmLaw 100 law firm.  Chris has extensive knowledge in all aspects of Litigation Support including processing, hosting, review, production, deposition exhibit prep, and trial support....

Gwen Higley

Jones Day
Staff Attorney
Gwen Higley focuses her practice on issues of eDiscovery. She believes that with the volume and fast pace of eDiscovery, accurate documentation of all phases of the process – preservation, collection, processing, review, production – is vital to both the integrity of the legal work and to the client as a cost controlling measure.  As a staff attorney at Jones Day, Gwen works towards...

"Big data" is a term for the collection of large and complex data sets and the analysis of these data sets for relationships. Big data has only become possible in recent years with advances in technology and understanging the possibilities of teh use of data. While there are many benefits to the growth of big data analytics, traditional methods of privacy protections often fail. Many notions of privacy rely on informed consent for the disclosure and use of an individual's private data. However, big data means that data is a resource that can be used and reused, often in ways that were inconceivable at the time the data was collected. 

5:30PM - 8:00PM


Imagine your palate enjoying the sweet notes of a freshly pressed cocktail, finishing with crisp and delectable nourishments required to sustain the perfectly curated day. Featuring over 12,000 square feet of indoor and outdoor bliss, camaraderie is instantly set with games in the expansive garden.

At the corner of Olive Street and Harry Hines Boulevard, Happiest Hour is the destination for all things spirit-lifting and the go-to destination before and after a game or show at the American Airlines Center.

We do not take reservations. For inquires about booking a private event click here.
(972) 528-0067

S-Th 11:30a–midnight
Kitchen closes 10:00 pm
F-Sa 11:30a–2a
Kitchen closes at 10:30 pm

2616 Olive St.
HARWOOD, Dallas, TX 75201