NYC Agenda

All times below for the listed sessions are Eastern Time.

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Day 1

8:00AM - 9:00AM

Registration will be open. Please bring your registration form. 

8:30AM - 9:30AM
Track 1

Ari Kaplan

Ari Kaplan Advisors
Principal
I help individuals and organizations stand out and reinvent in the recovery by learning more about members of their target audience and focusing their business development efforts on reaching them effectively.The New York Law Journal called my first book, The Opportunity Maker: Strategies for Inspiring Your Legal Career Through Creative Networking and Business Development (Thomson-West, 2008), a “must-have...

Jeffrey Rosenthal

Blank Rome
Partner
Jeffrey Rosenthal has extensive experience in high-stakes corporate and commercial litigation, having defended companies in multiple industries against claims.Jeffrey regularly writes the Cyberlaw column for The Legal Intelligencer, wherein he discusses the intersecting areas of law and computing with an emphasis on the impact of new technologies, online privacy, software, intellectual property, and...

John Levonick

Pepper Hamilton LLP
Special Counsel
Johns practice focuses on consumer financial services regulatory compliance and technology. Specific areas include consumer lending asset origination, servicing, and asset purchase and sale transactions; and assisting creditors, servicers, investors, and service and technology providers with regulatory issues.John also supports financial institutions and technology service providers (FinTech and RegTech)...

Michael Quartararo

Managing Director
Director of Litigation Support Services
Mike Quartararo is the managing director of eDPM Advisory Services and the author of the 2016 book Project Management in Electronic Discovery.Mike is known as one of the top e-discovery professionals in the US with decades of experience delivering e-discovery, project management and legal technology solutions to legal organizations across the globe. A graduate of the State University of New York, he...

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.

9:30AM - 9:45AM
Break Provided by Blank Rome LLP
9:45AM - 10:45AM
Track 1

Brett Crist

QDISCOVERY
Managing Partner
Brett Crist has over 20 years of experience working with attorneys and paralegals, advising them on strategy and best practices to handle their ediscovery and trial needs. Brett is responsible for developing and enhancing business relationships with existing and new clients. He was the Founder and CEO of Preferred Imaging for 14 years prior to merging with QDiscovery. Prior to that, Brett held positions...

Andreae Selleck

Swiss Re
Vice President Senior Information Manager
Andreae Selleck is a Senior Information Manager, Vice President at Swiss Re and is responsible for providing strategic, robust content and information management capabilities globally for the company. This includes enhancing and improving existing guidelines in alignment with changes in Swiss Res organization and meeting legal and regulatory requirements. Prior to joining Swiss Re Ms. Selleck was employed...

Michael Ferdinand

Deutsche Bank AG, Filiale New York
COO Chief Technology Office
...

Alysia A. Solow

Constantine Cannon LLP
Partner
Alysia A. Solow is a partner of Constantine Cannon LLP. She directs the firm’s e-Discovery Practice Group and is the firm’s Hiring Partner.Ms. Solow has practiced at the firm since 1997 and has broad experience in complex commercial litigation, antitrust litigation and counseling, and the implementation of compliance and monitoring programs. She has particular experience in the airline,...

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 information being managed, preserved, collected, and produced. 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 - 10:45PM
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...

David R. Cohen

Reed Smith LLP
Partner, Records & E-Discovery Practice Group Chair
David R. Cohen is the chair of Reed Smith’s Records & E-Discovery Group. He has 30 years of commercial litigation experience in a variety of subject matters. David serves as special e-discovery counsel in many cases, represents companies in complex litigation matters, and also counsels clients on records management and litigation readiness issues. David has been involved in setting up the...

Regine Bonneau

RB Advisory
CEO/Founder
Regine Bonneau is a recognized leader in cybersecurity, risk management, and compliance. She is a Certified Third-Party Risk Professional (CTPRP). Her career spans more than 20 years, with expertise in technology and processes for the government, healthcare, financial, and energy sectors. Bonneau is the Founder and CEO of RB Advisory LLC, which provides cyber risk management, security assessments,...

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 Blank Rome LLP
11:00AM - 12:00PM
Track 1

Daniel Cohen

Sandline Discovery
Director Of Business Development
Dan Cohen is Director of Business Development at Sandline Discovery where he leads sales, marketing and strategic partnership efforts in addition to consulting with clients on data collections, eDiscovery and investigations. Throughout his 20-year career in technology, Dan has managed teams, initiatives and projects to success as a law firm Litigation Support Manager, eDiscovery Project Manager, adviser,...

Debbie Reynolds

Eimer Stahl Discovery Solutions llc
Director
Debbie Reynolds is renowned as a global thought-leader and advisor to Fortune 500 Companies and Elite Law Firms for handling electronic evidence in high-stakes civil litigation. Ms. Reynolds is the Director of EimerStahl Discovery Solutions LLC, a subsidiary of Eimer Stahl LLP, as well as an Adjunct Professor at the Georgetown University School of Continuing Studies teaching Legal Project Management....

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...

Philip Weldon

Fried, Frank, Harris, Shriver & Jacobson LLP
E-Discovery and Practice Tech Support Manager
Philip is the Manager of Electronic Discovery and Practice Technology at Fried Frank, the preeminent law firm advising the worlds leading corporations, investment funds and financial institutions on their most critical legal needs and business opportunities.Philip is an ACEDS Certified e-Discovery Specialist and a Relativity Certified Administrator. He serves on the Conference Committee for the International...

A document is “anything on which information of any kind is recorded”. That used to mean paper, then electronic documents - emails, Word files and the like - which were recognisable as documents. Now we have messages exchanged via WhatsApp, Snap, Twitter, Facebook, Linkedin and others. We create data which does not have any obvious text - photographs, videos, audio files - and send that to each other. Our devices may track our every move and some apps, and websites store that data. Beyond that we have data being created about us by others or by semi-autonomous machines; some of that sits in our homes and offices; some is captured by CCTV or telephone recordings.

11:00AM - 12:00PM
Track 2

Zelda Owens, CSSGB

The Masters Conference
Director of Diversity & Inclusion
Throughout my career I’ve worked in many capacities where in-house law departments and AmLaw firms sought me to provide top talent for their teams and operations. As outside counsel and Fortune 500 companies continue to hire more specialized legal talent to respond to ever-changing needs in the areas of Technology, Privacy, Data Security, Cybersecurity, Information Governance, eDiscovery,Legal...

Michelle Ann Gitlitz

BLANK ROME
Partner
CO-CHAIR, BLANK ROME BLOCKCHAIN TECHNOLOGY & DIGITAL CURRENCIES GROUPMichelle Ann Gitlitz is a founder and co-chair of the Firm’s Blockchain Technology and Digital Currencies Group. An experienced regulatory lawyer and litigator, Michelle’s practice focuses on the legal and regulatory issues confronting companies and individuals who bring blockchain applications to market. Michelle’s...

Ksenia Sussman

BitOoda Holdings, LLC
General Counsel and Chief Compliance Officer
Ksenia Sussman is a legal counsel and compliance leader with over 12 years of experience. In her current role, she serves as the General Counsel and Chief Compliance Officer of BitOoda Holdings, LLC, and its regulated subsidiaries. Ksenia oversees all legal and compliance matters of the business across all entities falling within the jurisdictions of the SEC, the CFTC, and the NY DFS. Ksenia worked...

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 - 12:30PM
Lunch - Provided by Blank Rome

Dana Post

Thomson Reuters
Senior Legal Editor, Privacy & Data Security
I advise clients on their e-discovery obligations including the collection, preservation, processing, review and production of electronic information. Along the same lines, I also counsel clients on data protection issues arising in cross-border litigation as well as litigations involving data breaches. In addition, I handle complex commercial litigation matters in federal and state courts as well...

Tanya Holcomb

Honeywell International Inc.
Vice President & General Counsel, Global Litigation
Senior executive-level counsel for global technology and manufacturing company. Skilled strategist recognized for developing efficient and creative solutions to complex legal problems. Highly experienced litigator responsible for directing global portfolio with focus on complex, high value matters and transactions, legal operations and technology, outside counsel management and preventative law initiatives....
12:30PM - 1:30PM

Zelda Owens, CSSGB

The Masters Conference
Director of Diversity & Inclusion
Throughout my career I’ve worked in many capacities where in-house law departments and AmLaw firms sought me to provide top talent for their teams and operations. As outside counsel and Fortune 500 companies continue to hire more specialized legal talent to respond to ever-changing needs in the areas of Technology, Privacy, Data Security, Cybersecurity, Information Governance, eDiscovery,Legal...

Tanya Holcomb

Honeywell International Inc.
Vice President & General Counsel, Global Litigation
Senior executive-level counsel for global technology and manufacturing company. Skilled strategist recognized for developing efficient and creative solutions to complex legal problems. Highly experienced litigator responsible for directing global portfolio with focus on complex, high value matters and transactions, legal operations and technology, outside counsel management and preventative law initiatives....

Dana Post

Thomson Reuters
Senior Legal Editor, Privacy & Data Security
I advise clients on their e-discovery obligations including the collection, preservation, processing, review and production of electronic information. Along the same lines, I also counsel clients on data protection issues arising in cross-border litigation as well as litigations involving data breaches. In addition, I handle complex commercial litigation matters in federal and state courts as well...
 
1:45PM - 2:45PM
Track 1

Catherine Casey

DISCO
Chief Innovation Officer
Ediscovery evangelist and thought leader at DISCO, the leading legal SaaS company reshaping the practice of law. In this role, I drive continual improvement and innovation at DISCO as the company continues to disrupt and improve the practice of law in ediscovery and far beyond. Combining a decade and a half of experience running global discovery programs for AmLaw 200 firms, the Big Four and at service...

Brad Schaffel

Sullivan & Cromwell LLP
Manager - EDLS
Brad Schaffel has over 25 years’ experience in various levels of project management in the legal space prior to joining the firm.  Brad has successfully built teams of top-tier individuals who act as in-house legal technology consultants, project managers and technicians. He continuously strives to improve automation and workflow; keeping up with the growing size and complexity of discovery...

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...

Christopher C. Costello

Winston & Strawn
Senior E-Discovery Attorney
Christopher Costello is a senior eDiscovery attorney who concentrates his practice on eDiscovery and complex commercial matters, including: residential and commercial mortgage-backed securities, contractual disputes, real estate transactions and foreclosures, partnership disputes, as well as securities fraud and white collar actions. He has managed all aspects of client relationships and...

Robert D. Keeling

Sidley
Partner
ROBERT KEELING is an experienced litigator whose practice includes a special focus on electronic discovery matters. He represents both plaintiffs and defendants in complex civil litigation throughout the nation and conducts internal investigations in the U.S. and throughout the world. Robert handles a wide variety of commercial disputes in state and federal court. He is experienced in multi-district...

Artificial intelligence (AI) is revolutionizing the legal profession as it has done in finance, entertainment, healthcare, and manufacturing and this has some lawyers and technologists worried. There is an emerging approach to machine learning and AI  that focused on augmenting and amplifying human intelligence rather than replacing it.   Leveraging an augmented intelligence model powered by things like advanced analytics, continual active learning (CAL) and machine translation, lawyers can supercharge their decision making and reduce time to insight.   Today's 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, document review is an ideal candidate for the application of AI technology and its benefits. Leveraging augmented intelligence in ediscovery can find evidence faster, increase efficiency, and decrease errors while reducing the overall cost exponentially.

1:45PM - 2:45PM
Track 2

Michael Potters

Glenmont Group, CEO
Board of Directors of Cardozo Data Law Initiative
Michael co-founded Glenmont Group in 2001 as an affiliate office of Management Recruiters International.  Michael leveraged his twenty plus years of experience in business development and management, specializing in Information Governance, eDiscovery, Enterprise Content Management and Legal Technology. Noticing an absence of a firm specializing in the recruitment and placement of highly qualified...

David Peach

The Economist Group
Chief Information Security Officer
David is an experienced information security leader who is focused on understanding, explaining, managing and reducing the business impacts of security. He is recognized by peers as a subject matter expert. Information Security ManagementSecurity Program ManagementRisk ManagementIncident ManagementSecurity AssessmentVulnerability ManagementBusiness Continuity planningSecurity design and consultingSecurity...

Wayne Matus

SafeGuardGDPR
Co-Founder
Currently General Counsel and Co-Founder of SafeGuardGDPR, a privacy software-based compliance company, Wayne is a highly accomplished and recognized attorney with a consistent record of building and leading successful global teams managing litigation, eDiscovery, investigations, and data privacy business areas. From 2012-2018, as a Managing Director of UBS AG, he was the senior legal officer accountable...

Barclay T. Blair

Information Governance Initiative
Founder & Executive Director
Barclay T. Blair is an advisor to Fortune 500 companies, technology providers, and government institutions across the globe, and is an speaker, author, and internationally recognized authority on Information Governance. Barclay has led several high-profile consulting engagements at the world’s leading institutions to help them globally transform the way they manage information. He is the president...

Jo Ann Davaris

Mercer
Chief Privacy Officer
Experienced legal, data protection and privacy executive with deep knowledge of global data protection and cyber security regulations. Proven industry record in designing and developing privacy programs for consumer and institutional areas while supporting business growth, maximizing market differentiation and innovation and minimizing legal and reputational risks for the enterprise.Specialties: Privacy,...

Compliance with GDPR has dominated the focus of privacy and legal professionals around the globe as they worked around the clock to achieve compliance with this landmark information law. However, is achieving GSPR compliance the end of something or really just the beginning of something? Although the GDPR is impactful, it appears like there will be several laws that follow it around the world, and it is impossible for organizations to chase compliance With each of these as if it were a firefight. The only way forward is for organizations to build an information governance program that prepares it for whatever comes next. Hear from our expert panel the ways they have tackled this at their organizations and the benefits they have seen.

2:45PM - 3:00PM
Break Provided by Blank Rome LLP
3:00PM - 4:00PM
Track 1

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...

Debbie Reynolds

Eimer Stahl Discovery Solutions llc
Director
Debbie Reynolds is renowned as a global thought-leader and advisor to Fortune 500 Companies and Elite Law Firms for handling electronic evidence in high-stakes civil litigation. Ms. Reynolds is the Director of EimerStahl Discovery Solutions LLC, a subsidiary of Eimer Stahl LLP, as well as an Adjunct Professor at the Georgetown University School of Continuing Studies teaching Legal Project Management....

Lana T. Yang, CIPP/US, CIPM, CIPT

Mitsubishi
Senior Counsel and Manager, Legal Resources
My focus at Mitsubishi during the last 5 years has been data governance, privacy, and cybersecurity, including policies, procedures, and training on information security, data retention and management,...

Catherine Williams

Novo Nordisk
Director - Privacy Office
...

Tracee Davis

Seyfarth Shaw LLP
Partner
Tracee E. Davis is a partner in the Commercial Ligation Practice Group in the New York office of Seyfarth Shaw LLP. Ms. Davis represents business clients in a wide variety of complex business disputes in New York and New Jersey state and federal courts and in arbitration. Focused on emerging risk of litigation, Ms. Davis is a certified information privacy professional (CIPP/US) servicing mid-market...

"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 the 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. 

3:00PM - 4:00PM
Track 2

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...

Jeffrey Salling

Complete Discovery Source
eDiscovery Counsel. Adjunct Professor. Legal Technology. Cross Border. Data Privacy.
I am a manager, businessman, lawyer, professor, speaker, and an expert in eDiscovery.I am in the business of eDiscovery. I meet with clients and help them solve their eDiscovery concerns. Some clients need guidance drafting RFPs, designing a process for Privileged Logs, or figuring out how to collect their electronically stored information (ESI). Others need help with processing and hosting data or...

Julie I. Kaplan

Marshall Dennehey Warner Coleman & Goggin, P.C.
Director, Legal Information Resources
As Director of Legal Resources at Marshall Dennehey Warner Coleman & Goggin, P.C., Julie oversees the firms litigation and legal resources support team. She also works as an attorney on eDiscovery related matters.Julie has over 14 years of experience in litigation. Starting out as a bankruptcy attorney before transitioning to construction litigation, Julie worked as a practicing attorney for...

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

4:00PM - 4:15PM
Break Provided by Blank Rome LLP
4:15PM - 5:15PM

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...

Brad Carpenter

FBI
Special Agent-Cyber Division
FBI Special Agent with expertise leading Computer Intrusion and Cyber Crime investigations targeting private sector, with a focus on the financial services industry.Counter-Terrorism unit specializing in threat intelligence and monitoring, incident response, and special event/crisis management.FBI Instructor with experience in training foreign/domestic government agencies and private sector organizations...

Edward Lawrence

Consilio
Director, Discovery Consulting
Edward is a Director of Consilio, a global leader in Legal Consulting & Legal Services.Edward’s career has been focused on providing and managing staff and complex matters to ensure seamless and efficient use of technology and solutions available within the industry. Edward excels at providing hands-on guidance and strategic influence in providing forward thinking analysis and consultative...

Ana M. San Luis

Alvarez & Marsal
Director
Ana M. San Luis is a Director with Alvarez & Marsal’s Disputes and Investigations practice in New York.  She has over 12 years of experience in the areas of data analytics, technology review and assessment, computer forensic preservation and analysis, electronic discovery, and consulting for a wide array of national and global investigation, litigation, and review/audit matters across...

The potential discoverable data sources in today's mobile device and technology-enabled world have expanded to mountainous proportions. Identifying and preserving this relevant data, as well as presenting it in a usable and persuasive format is paramount to gaining the upper hand in any electronic discovery related investigation. Our panelists will discuss the various types of emerging data sources not to be overlooked as well as identify how each can be connected to tell a better story.

Presented by ESI Analyst

5:30PM - 7:00PM
Happy Hour

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...

Mike Cousino

DISCO
Regional Sales Director
Mike Cousino is a software sales leader who works with sales professionals and clients to create winning partnerships.  After spending nearly 20 years both selling directly to clients as well as leading sales teams, Mike knows what truly drives effective and sustainable outcomes for clients - and its not by giving them the lowest price.  Its truly listening to clients and then directing them...

Andrew Shimek

CS Disco
CRO
Andrew has a proven track record for building out high performing teams and driving significant growth in emerging and mature markets. With more than 20 plus years experience in legal technology, Andrew has served in a broad array of leadership roles including COO of an AI leader in legal affairs to serving as President of EPIQ DTI’s $500M+ global ediscovery division. A former practicing attorney,...