Dallas Agenda

All times below for the listed sessions are Central Time.

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Day 1

8:00AM - 9:00AM
Registration-Jones Day
8:45AM - 9:45AM
Track 1

Trent Livingston

ESI Analyst
CEO
Mr. Trent Livingston, throughout his career in electronic discovery, has provided consulting and expert testimony surrounding structured data, process automation, and complex data analytics. With his deep understanding of the cost and complexities facing electronic discovery investigations, Mr. Livingston teamed up with industry professionals spanning computer forensics to forensic accountants to innovate...

Shawn McBride

McBride for Business, LLC
CEO
The Our Shawn McBride (aka R. Shawn McBride) is the Chief Innovation Officer of McBride For Business, LLC and the Managing Member of The R. Shawn McBride Law Firm, PLLC. Hes been called a renaissance man due to his diverse interests and projects. Hes also been called unfocused. You get to decide which he really is. Shawn is know for wearing unusual suits to spread the message of Do Business DifferentlyTM...

PRIYA KESHAV

Meru Data LLC

CEO
Priya is the founder and CEO of Meru Data. She develops solutions for customers worldwide to simplify governance and management of enterprise data. Priya was previously the leader of KPMG’s Forensic Technology Services practice in the Southwest U.S.  She has more than seventeen years of experience in information governance, cyber-crime response, security, privacy and forensics investigations....

Matt Acosta

Jackson Walker
Partner
Matt Acosta is a commercial Intellectual Property litigator and advisor experienced in a variety of commercial and intellectual property matters.  Matt has served as counsel in over seven dozen intellectual property litigation matters involving the internet, telecommunications, consumer electronics, biomedical, and software technology fields. In addition to his trial practice, Matt assists clients...

Technology is changing our lives in countless ways, from smart thermostats and smart watches to smart cities and energy grids. A wide variety of use cases are being enabled through smart devices called IoT or Internet of Things. As companies unlock the potential of IoT, the number of IoT devices is expected to exponentially grow to 20 billion by 2020. Managing data from IoT is a looming challenge for legal professionals. We will discuss these challenges both how they affect the practice of law and the operational challenges surrounding data governance.

Sponsored by ESI Analyst

8:45AM - 9:45AM
Track 2

Alex Jacobs

Berkeley Research Group LLC
Director
Throughout my career I have worked primarily with law firms and corporate legal departments to reduce risk associated with litigation, as it relates to eDiscovery, Information Governance and other technological issues. My varied experience has given me a keen understanding of pertinent business issues outside of the legal department as well, and Im currently working with corporations, governmental...

Kristin Edstrom Satterfield

Fidelity Investments
Corporate Risk
Kristin Edstrom Satterfield is currently working as a risk manager at Fidelity Investments where she is responsible for automating collection and reporting of firm-wide key risk metrics. Kristin uses SQL and data aggregation software (Alteryx) to blend, prepare, and transform data from multiple sources, and creates data visualizations using Tableau for analysis and executive reporting.Prior to joining...

Oran Sears

Canopy
Chief Technology and Product Officer
Oran Sears is the Co-Founder and Chief Technology Officer of Canopy, a data breach solutions company. Oran has over 15 years experience in eDiscovery and technology and is currently leading Canopys AI product development. He has served in advisory, litigation support, and product strategy capacities for multiple eDiscovery technology platforms and served as a Consultant...

Eric Schwarz

Ernst & Young
Principal
Recognized by Chambers and Partners as one of the top eDiscovery practitioners, Eric Schwarz is an internationally recognized thought leader and testifying expert with over 25 years advising clients in the fields of electronic discovery, data privacy, and computer forensics. He is a founding and still active member of the Sedona Conference Working Group on Electronic Document Retention and Production...

Todd Ranta

PwC
Partner
Mr. Ranta brings more than 25 years of experience toPwCs Forensic Services Advisory group in a wide array ofindustries, specializing in forensic accounting,investigations, and anti-corruption compliance. Mr. Rantaregularly leads large engagement teams to help clientsrespond to high profile crises and critical business issues.This includes matters stemming from regulatory inquiriesfrom the DOJ, SEC,...

Whether it is data, concept, TAR or any type of analytics, there are many ways to use these technologies to build a great case strategy. With this ever evolving topic, the panel will dive into their experiences and even speak to current analytic innovations. 

9:45AM - 10:45AM
Track 1

Peter Strange

QDiscovery
Sr. Project Manager
As a Senior Project Manager at QDiscovery, Peter Strange oversees all stages of eDiscovery for clients, utilizing best practices to achieve client goals and deadlines. His fourteen-year eDiscovery career began as an entry level technician, and has encompassed growing responsibilities throughout the EDRM, including a position as Hosting Platform Director. Through this experience, Peter has acquired...

Duane Lites

Jackson Walker LLP
Director, Litigation Support
Over 25 years of litigation support experience, and has spent 16 of those Directing and Managing Litigation Support departments in several large law firms . Currently, the Director of Litigation Support at Jackson Walker LLP in Dallas, TX. Responsible for coordinating all Litigation Support technology services for the Firm’s attorneys, paralegals, and support staff. Works with the Firm’s...

Khrys McKinney

K. L. McKinney
Principal
Khrhysna Khrys McKinney provides the benefit of more than 20 years of legal technology services and management experience. She has worked with numerous AmLaw100 law firms, Big 4 consulting organizations and their Fortune 500 clients with complex information management matters. She has provided these organizations with services associated with operations, staffing, business deals and cases. Her expertise...

George Kiersted

Ecuron
CEO
George Kiersted, CEO and cofounder of cybersecurity consultancy Ecuron, is an eDiscovery pioneer. Having helped to grow the eDiscovery industry from infancy to maturity, Mr. Kiersted founded and led Kiersted Systems for 33 years. Mr. Kiersted continues to innovate and deliver effective solutions to all manner of entities participating in the legal value chain and beyond through Ecuron. Ecuron is a...

John Crites

Modus eDiscovery
Chief Information Officer
Mr. Crites is a seasoned Information Technology professional with an extensive background in managing related infrastructures and security.  He has assisted companies ranging from small business to global enterprises upgrade their infrastructure and security practices to attain ISO and Department of Defense security certifications. His experience in building and managing global infrastructures...

The practice of law is a rich tapestry woven from argument, stories, and the presentation of evidence. eDiscovery, however, is often considered to be part of the “nuts and bolts” of a matter – a means to an end, where practitioners can get lost in a loop of preserve-collect-process-repeat. But what if there was a way to use one to support the other?
This talk is designed to flush out the best ways to make strategic data decisions at the outset of a matter to allow you to better utilize that data during the investigation, planning, and argument stages of your case. While poor eDiscovery planning can lead to expensive and distracting disputes, refined Strategy and Advocacy when dealing with large volumes of data can lead to not only efficiency and expediency, but more important - victory.

9:45AM - 10:45AM
Track 2

Justin Cohen

Thompson & Knight LLP
Partner
Justin focuses his practice on intellectual property litigation and counseling, primarily in the areas of software, electrical, mechanical, telecommunications, and semiconductor technologies. Justin also has extensive expertise counseling companies with cybersecurity and data privacy issues. He has assisted companies by performing systematic security audits, investigating security incidents, implementing...

Dr. Branden R. Williams

BrandenWilliams
CEO
Branden R. Williams has twenty years of experience in business, technology, and information security as a consultant, leader, and an executive. Dr. Williams co-founded two technology services companies early in his career, the second with an incubator investor based in Dallas. His specialty is navigating complex landscapes—be it compliance, security, technology, or business—and finding...

Bri Crow

TBO Ventures, LLC
Owner
Bri Crow is a multi-passionate entrepreneur and leader who owns her own business, TBO Ventures, LLC and founded Womens Technology Coalition. She is a technical sales and staffing expert, women in tech advocate, and experiential photographer who also co-hosts the new LAUNCH. produced podcast, Fuel & Scale.  Bri has been cutting her teeth in startups and launching new offices in the tech...

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.

10:45AM - 11:00AM
BREAK-Provided by JonesDay
11:00AM - 12:00PM
Track 1

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...

Danny Thankachan

Director
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...

James Cox

Jones Day
Of Counsel
For more than two decades, Jim Cox has successfully advised clients on their most challenging and difficult matters in litigation and arbitration. Jims experience includes complex technology-related disputes, international disputes, class actions, and disputes involving corporate acquisitions. Jim is now applying that legal experience, together with his background in computer science, to the innovative...

Sean White

He3Labs LLC
Chief Operating Officer & General Counsel
Sean is a corporate lawyer who has represented Fortune 50 companies in complex business litigation and regulatory investigations.  He uses his legal experience to help companies navigate the regulations that apply to blockchain. Sean left a position as a philosophy professor to start his legal career at the University of Texas School of Law where he was an Articles Editor on the Texas Law...

Cijoy Olickal

Plymouth.AI
CEO
Cijoy Olickal is the CEO of Plymouth.AI, a firm that provides research, development, and consulting to organizations on the business application of frontier technologies such as artificial intelligence, blockchain, IoT, and robotics. Cijoy has 25 years of experience in Management Consulting, Information Technology, and Global Operations. Cijoy has transformed processes and systems for the Global...

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. 

11:00AM - 12:00PM
Track 2

Eric Boyd

Locke Lord LLP
Director of Litigation Support and Docketing
Eric Boyd is the Firms Director of Litigation Support. He has over 17 years of experience with Electronically Stored Information (ESI), E-Discovery, computer forensics, litigation support and trial presentation. Additionally, he works across the Firm with vendors and clients on pricing, and helps clients coordinate legal holds internally and devise forensic collection plans. Eric has been with the...

Patrick Butts

Hilltop Securities Inc.
Director of Legal Operations and Information Governance
Patrick Butts, CEDS, IGP is Director of Legal Operations and Information Governance for Hilltop Securities in Dallas, Texas.  Hilltop Securities is a Texas-based diversified financial services company, servicing clients from offices across the United States in Public Finance, Capital Markets, Wealth Management, Structured Finance, Clearing Services, Corporate Finance and Securities Lending.In...

Richard T. Robinson

JCPenney
eDiscovery and Information Manager
Richard Robinson is the eDiscovery and Information Manager for JCPenney.  He founded the Dallas chapter of the Association of Litigation Support Professionals, and co-founded the Dallas chapter of B-Discovery.  He is often called upon to consult and advise in matters of complex electronic discovery. After earning his undergraduate degree from Georgetown University, Mr. Robinson began...

Aaron B. Bath

Balfour Beatty
National Director of Litigation Management
Aaron B. Bath has worked in litigation for the past 18 years overseeing 120+ trials during his career.  Currently, Aaron serves as the National Director of Litigation Management for Balfour Beatty, a  multinational infrastructure group with capabilities in construction services, engineering, and infrastructure investments.  Prior to working in-house, Aaron worked for several top...

Mark Eldridge

Flowserve Corporation
Director of Divestiture Compliance, Records Management and E-Discovery
15 years Experience in the field of Forensics10 Years Experience in eDiscoveryMember of the ALSPCertified Ethical Hacker (CEH)Certified Penetrations Tester (CPT)Certified E-Discovery Specialist (ACEDS)Specialties:►Business Process Improvement►Maximizing Vendor Relationships and Negotiations►Leveraging Emerging Technologies►Spearheading Automated Solutions and Initiatives►Creating High ROI...

Join Eric Boyd, Aaron Bath, Mark Eldridge, Rich Robinson and Scott Zimmerman in an engaging and lively discussion about the evolution of Legal Operations and eDiscovery. Through discussion with our panelists and the audience we will attempt to figure out whether the Chicken (Legal Ops) or the Egg (eDiscovery) came first. We hope to identify the similarities and differences between these two areas. Additional conversation points will include innovative technology adoption, what drives efficiency and smart solutions ( law firm vs. corporate vs. service provider perspectives ), whether we working with each other or against each other, whether we part of a silo farm or a piece to the bigger puzzle,  and potentially much more. So which will have the upper hand this year? The Chicken or the Egg? You will have to show up to give your $.02 and find out!

12:00PM - 1:35PM

Robert Childress

Masters Conference
CREO
Mr. Childress has continued to impact the many lives, companies and your day to day roles within the legal industry. If you are part of diversity groups, use legal research or products for processing and review Mr. Childress has had a role. Mr. Childress is a visioner that focuses on bettering the legal community in all aspects. Mr. Childress recognized as one of the 25 most influential people in the...

Christopher M. Schultz

Baylor Law’s Executive LL.M. Program in Litigation Management
Adjunct Professor
Christopher M. Schultz serves as an Adjunct Professor in Baylor Law’s Executive LL.M. Programin Litigation Management, the first program of its kind designed for lawyers who aspire todirect effective litigation strategy, control eDiscovery, leverage technology, manage a team, andlead a high-stakes docket. Chris previously spent nearly two decades as a commercial and intellectual property...

Trent Livingston

ESI Analyst
CEO
Mr. Trent Livingston, throughout his career in electronic discovery, has provided consulting and expert testimony surrounding structured data, process automation, and complex data analytics. With his deep understanding of the cost and complexities facing electronic discovery investigations, Mr. Livingston teamed up with industry professionals spanning computer forensics to forensic accountants to innovate...

Neil Etheridge

CSDisco
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...

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...

Elizabeth M. Fraley

Baylor Law School
Associate Professor
Elizabeth M. Fraley is an Associate Professor at Baylor Law School, teaching Practice Court and serving as co-director of the Executive LL.M. in Litigation Management.  She serves as faculty at the Academy of the Advocate in St. Andrews, Scotland.  Liz is an actively practicing attorney with 30 years of trial and mediation experience representing health care providers and businesses. ...

Join the speakers during lunch for a TED style Talk that covers various industry success stories and technologies. 

Speakers and topics include:

Elizabeth M. Fraley

Associate Professor

Baylor Law.

Getting a handle on litigation management:  Working smarter, not harder on your litigation docket.

Whether you handle individual cases as litigation counsel or manage a large portfolio in-house, the pressures of cost, efficiency and effectiveness make managing litigation more important than ever.  Adapting innovative management tools for litigation can help you stand out, get better results and develop a niche as a key player.  This TED talk will focus on key innovations you can adopt now to manage litigation more efficiently and effective including:

  • Early case assessment techniques
  • Client communication
  • Handling human capital
  • Defining a “win.”

 

Trent Livingston

President - CEO

ESI Analyst

Perceptions: Altering them can transform our industry

Trent will take you on a journey that redefined his perceptions, forever changing his family’s life, and how altering perceptions has the power to transform the landscape of the legal industry for generations to come by closing the Justice Gap

1:45PM - 2:45PM
Track 1

Christopher M. Schultz

Baylor Law’s Executive LL.M. Program in Litigation Management
Adjunct Professor
Christopher M. Schultz serves as an Adjunct Professor in Baylor Law’s Executive LL.M. Programin Litigation Management, the first program of its kind designed for lawyers who aspire todirect effective litigation strategy, control eDiscovery, leverage technology, manage a team, andlead a high-stakes docket. Chris previously spent nearly two decades as a commercial and intellectual property...

Matt Colvin

Fish and Richardson
Associate
Mr. Colvin represents clients in complex intellectual property litigation, as well as commercial litigation and Hatch-Waxman matters.  Mr. Colvin’s legal and technical experience spans a wide variety of technology areas, including network architecture, oil and gas drilling technologies, aerospace structures, composite materials, manufacturing, and medical devices.  He is best known...

Gail Foster

Baker Botts
Special Counsel
Gail Foster practices exclusively in the area of electronic discovery,focusing on the development and implementation of processes andstrategies for preserving, gathering, processing, reviewing andproducing large volumes of electronic data in a wide variety ofcommercial litigation matters, in addition to IRS audits and SEC andother governmental investigations handled by the firm. Prior to joining...

Kevin Clark JD, Managing Director-Chair Cabinet Lead

Thompson & Knight LLP
eDiscovery • Data Privacy • Information Governance, Risk & Compliance • Cyber • Technologist • Attorney
Kevin provides technical and business management expertise for the litigation support team at Thompson & Knight, while delivering consultation on ediscovery, information privacy, and data security and governance for attorneys and clients. Kevin has extensive experience in all aspects of ediscovery from data collection to production. He previously oversaw the discovery operations and managed review...

With electronic information driving discovery, the agreement the parties reach on how to handle ESI should be the guiding force for discovery on a matter. This panel will explore how to identify the case specific issues to be included in the ESI Protocol, issues to consider on form of production, types of ESI to be included and accommodated, privilege and inadvertent production protections and third party discovery. We’ll also address how to use the agreement throughout the matter to educate the court on issues, reduce disputes and provide a clear framework for discovery that all parties can follow. The result is a more efficient discovery process that reduces costs and distractions and allows counsel to focus on the merits of the case. 

1:45PM - 2:45PM
Track 2

Dr. Rick Roque

MENLO Properties
Managing Director
Dr. Roque is Managing Director of Menlo Company, a boutique investment banking firm, whose primary focus is on capital fundraising and M&A for depository and non depository banking institutions whose focus is residential lending.  A national speaker on mortgage and residential housing trends that effect home ownership, he has spoken at over 50 conferences across the United...

Lindsay Hedrick

Jones Day
Partner
Lindsay Hedrick is an experienced litigator, trial lawyer, and business counselor, advising clients in complex business lawsuits, employment litigation, and labor disputes. She has tried more than a dozen cases to verdict in state and federal courts and has arbitrated union grievances. Lindsay has experience in lawsuits involving the Fair Labor Standards Act (FLSA), Title VII of the Civil Rights Act,...

Alvin F. Lindsay

Hogan Lovells US LLP
Partner
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...

Sarah Strobhar

Onera, Inc.
Head of Sales
Sarah Strobhar has over a decade of experience in enterprise software sales for cutting edge technology companies, from fast-growth startups to public tech giants. She is currently Head of Sales at Onera, a Bay Area-based software startup that leverages machine learning and data science to optimize omnichannel fulfillment across the retail supply chain. She is responsible for the companys revenue growth...

David D. Lewis, PhD

Brainspace
Chief Data Scientist
Dave Lewis, Ph.D. is Chief Data Scientist at Brainspace, a Cyxtera Business, where he leads the data science team developing advanced analytics algorithms for e-discovery, investigations, and other applications. He has served as an expert witness or consulting expert in a number of high profile e-discovery cases, including Kleen Products, da Silva Moore, Actos, FHFA, and the VW litigation.  Dave...

Artificial intelligence (AI) is poised to have a transformational impact on business, the law, and almost every aspect of life. One such area is human decision making, where AI in general, and machine learning (ML) in particular, have been promoted as enabling more accurate decisions at vastly lower cost. As such systems have rolled out, however, a range of journalists, activists, and AI researchers themselves have pointed to the danger of recapitulating old biases and obstacles, and encoding new ones.  Concerns have been raised in domains as varied as sentencing criminals, extending credit, hiring personnel, recommending products, and setting prices.   Join us as we discuss what biases can be present, how they may be accidentally (or deliberately) included in AI models, and the technical, legal, and process means for detecting and mitigating these biases. 

2:45PM - 3:00PM
BREAK-Provided by Disco
3:00PM - 4:00AM
Track 1

Neil Etheridge

CSDisco
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...

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...

Jason Park, CCCE, CCFP

Keurig Dr Pepper
Cyber Security | Risk Management | e-Discovery
With over 24 years’ experience in the Legal Support Industry, Jason’s diverse background includes extensive knowledge of Computer Forensics, e-Discovery, Litigation Support, Consulting, Project Management, Software Selection, Team Building and more. Jason has provided computer forensic and e-Discovery training to hundreds of individuals and companies including those candidates seeking to...

Matthew Deegan

Sidley Austin, LLP
Senior Project Manager
Matt Deegan is a Senior Project Manager in the Litigation Support Department at Sidley Austin 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, CEDS,...

As you may have heard by now, artificial intelligence (AI) is in the process of revolutionizing the legal profession as it has done in finance, entertainment, healthcare, and manufacturing. Applying AI technology is perfect for repetitive tasks that require human intelligence where an increase in productivity and decrease in errors and cost are the goals. Regardless of what the naysayers say, document review is not exempt from the application of AI technology and its benefits. This CLE discusses how leveraging artificial intelligence in managed review can find evidence faster, increase efficiency, and decrease errors while reducing the overall cost exponentially.

3:00PM - 4:00PM
Track 2

Patrick Bilgere

Reveal Data
Senior Account Executive
Patrick Bilgere is an e-Discovery consultant based in Dallas, TX. He is a licensed Private Investigator in the State of Texas, and he is a Certified Computer Examiner. He brings over 15 years of experience in e-Discovery, data analytics, and information life-cycle management. Mr. Bilgere’s areas of specialty include data collection, computer forensics, predictive coding, review management, training...

Richard J. Johnson (Jay)

Jones Day
Partner
Jay Johnson is an authority on data privacy, cybersecurity, and related white collar issues. He is a former federal prosecutor with 16 years of government and law firm experience in leading investigations, counseling on regulatory compliance, and handling litigation in a first-chair capacity. He now conducts security-related internal investigations, leads data breach response teams, and counsels on...

Mike Britton

Alliance Data
CISO
Mike Britton is the Chief Information Security Officer at Alliance Data, a leading Fortune500 global provider of data-driven marketing and loyalty solutions. In his role, Mikeleverages more than 20 years of experience to lead the Enterprise Security group inensuring that Alliance Data stays safe in an increasingly dangerous cyber world. Prior tohis current role, Mike held senior leadership roles in...

Oran Sears

Canopy
Chief Technology and Product Officer
Oran Sears is the Co-Founder and Chief Technology Officer of Canopy, a data breach solutions company. Oran has over 15 years experience in eDiscovery and technology and is currently leading Canopys AI product development. He has served in advisory, litigation support, and product strategy capacities for multiple eDiscovery technology platforms and served as a Consultant...

With the introduction of new privacy regulations, the need to find a list of individuals affected in a data breach has become more frequent. In a world of when not if a data breach occurs, organizations must plan to include a data breach discovery process as part of their incident response plan. Join our panelists for a conversation that discusses what works and what doesn’t when applying e-discovery practices to determine a list of affected individuals. 

4:00PM - 5:00PM
Track 1

Cash Butler

ClariLegal
CEO
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...

Richard T. Robinson

JCPenney
eDiscovery and Information Manager
Richard Robinson is the eDiscovery and Information Manager for JCPenney.  He founded the Dallas chapter of the Association of Litigation Support Professionals, and co-founded the Dallas chapter of B-Discovery.  He is often called upon to consult and advise in matters of complex electronic discovery. After earning his undergraduate degree from Georgetown University, Mr. Robinson began...

Michael Stockham

Thompson & Knight LLP
Partner
Michael Stockham is a trial attorney who focuses on helping companies and individuals navigatethe complex world of litigation and government regulation and enforcement. He providescounsel in such areas as corporate governance, corporate compliance, fraud and breach offiduciary duty, shareholder rights, securities fraud, class actions, merger litigation, partnershipand corporate disputes, qui tam litigation...

Chuki Obiyo

Morae Global
Director and Executive Advisor
Chuki is a business and legal operations consultant with more than 15 years of experience working directly with leaders at Fortune 500 companies and Am Law 200 law firms to help them improve organizational performance and transform business operations.  His work at Morae Global focuses on how corporate law departments can transform into a better “business enabler” function by...

Nick Bittle

Jones Day
Litigation Support Project Manager
Nick Bittle is a litigation support project manager for Jones Day.  For over a decade, Nick has assisted clients across the entire discovery process including vendor selection, document...

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.

4:00PM - 5:00PM
Track 2

Thomas Matzen

Matzen Consulting Group
CEO
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...

Craig Carpenter

Thompson & Knight LLP
Attorney
Craig Carpenter focuses his practice on intellectual property, data security, and privacy law. Craig advises clients on intellectual property transactions including domestic and international trademark prosecution, trademark availability, management and enforcement, Internet and social media policies and terms of use, copyright registration and enforcement, intellectual property assignments and...

Leslie DeCillis

Accenture LLP
Managing Attorney, Ecosystems
For more than 20 years, Leslie has managed complex contracts and transactional work for both startup and established companies.  Her specialties are technology development, software licensing, outsourcing, cloud service arrangements, and procurement and commercialization of products and services, in software, information technology, telecommunications, transportation, manufacturing and consumer...

Andrew Jones

Epsilon Data Management, LLC
Senior Director, Legal Counsel
Mr. Jones serves as Senior Director, Legal Counsel to Epsilon Data Management, LLC (a subsidiary of Alliance Data Systems), a Texas firm specializing in targeted marketing, analytics and data services, where he practices in support of technology and privacy related matters.  Mr. Jones previously served in-house at MoneyGram International, Inc., where he focused on privacy law matters. ...

"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

LET THE GOOD TIMES ROLL. 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.

PHONE (972) 528-0067 

LOCATION 2616 Olive St. HARWOOD, Dallas, TX 75201

 

Sponsors of the Happy Hour

 

BAYLOR LAW

 

A CRITICAL NEED

The legal profession is taking on water. Legal expenses are soaring past the rate of other business costs. Companies are demanding more streamlined processes to handle large volumes of sophisticated and complex litigation. Driven by inefficient hourly billing and the rapid increase in pre-trial litigation, costs have become unwieldy. To leverage technology and gain some measure of legal cost control, law firms and clients are rethinking the entire scope of litigation management:

 

Corporations are pressuring general counsel to rein in rampant spending, calling for more predictability and efficiency.

 

General counsel are bringing routine litigation in-house, while demanding more creative alternative fee agreements for the litigation handled by outside counsel.

 

Outside counsel are racing to embrace new business models, new strategies, and new technologies that promise to gain a competitive edge in this rapidly changing market.

 

And judges, often tasked with managing heavily laden dockets are looking to attorneys to reduce the inefficiencies that keep the costs climbing. Expertise and solutions are in short supply. Many who are being charged with managing the costs—both as inside counsel or as managers of their firm’s litigation portfolio—are learning on the job. They have no formal training in litigation management, and no ready access to the emerging skill sets necessary to navigate these uncharted waters.

 

DISCO

DISCO was initially developed at a litigation boutique in Houston. It was born out of the firm’s frustration with conventional ediscovery tools that were slow and difficult for lawyers to use. Instead of being forced to adapt our work methods to technology, we wanted to invent technology that works the way lawyers work. DISCO was the result, and today we are the fastest-growing ediscovery solution in North America. 

As the leading provider of software as a service solutions developed by lawyers for lawyers, DISCO is reinventing legal technology to automate and simplify complex and error-prone tasks that distract from practicing law. DISCO has been embraced by more than 400 law firms, including 75 of the top AmLaw 200, as their first choice for innovative technologies that enhance the practice of law to help secure justice and win cases.

 

IDISCOVERY SOLUTIONS

iDS embraces the complex challenges that our competitors avoid to deliver value to our clients. In short, we solve problems that others cannot. We strive to give our clients unparalleled access to extraordinary information that exceeds their expectations. Maximizing efficiency, economy, and effectiveness requires more than a server and a software license. It requires true expertise. iDS has that expertise.

Clients love our passion for what we do, and our ability to innovate solutions. When we deliver our services, it is not simply from the mindset of executing on specific tasks. It is also done from the perspective of how this can improve our client’s situation and help further their success.