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

The rise of cloud computing has been one of the most impactful technology disruptors the legal sector has faced since the introduction of the 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 for embracing the cloud and modern technology while exploring techniques that will graduate your law department to a high level of efficiency.

8:30AM - 9:30AM
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 - 10:45PM
Track 1

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

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 1

With GDPR looming, Cybersecurity a daily worry and eDiscovery a perennial challenge, mapping and inventorying an organization’s data is the lynchpin to driving successful compliance and risk mitigation initiatives. This session will explore operational challenges, real world examples and general best practices around the intersection of privacy, security and information governance.

11:00AM - 12:00PM
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.
12:15PM - 1:35PM

The Taming of the Wild West: Why Tech-Smart Lawyers Must Lead Us Into the New Era of IT and Data Regulation


Information technology has played a central role in global business for over forty years now. The pace of business innovation is fast: technology innovation even faster. But the law is slow. The law is rooted in culture, history, and tradition, so in democracies at least, evolution is slow, unpredictable, and nonlinear. Consequently, our use of information technology and digital data has evolved primarily in an unregulated, wild west. 


In contrast, the culture of IT is rooted in disruption, novelty, the new, the exciting. It has no cultural orientation towards risk mitigation. And it has had no incentive, 40 years in, to focus on the downside, on unintended consequences, and on the commercial, national, and existential threats generated by a relentless focus on better, faster, and cheaper.


Software companies trumpet corporate cultures with a so-called, “bias towards execution” that reward risk-taking, not risk management. The tech giants comprising the “Frightful Five” and their leaders have been handsomely rewarded for "creative destruction" and disrupting and defining the way we live in thousands of ways from buying toothpaste to staying in touch with our loved ones.


The vision of a boundless, ever-growing future at the center of IT innovation is optimistic and appealing. The catastrophic; the gnawing and complex perpetual risk; the identification and messy mitigation of threats to our organizations is not. The latter has been the province of dusty actuaries and file clerks seen as a vestigial legacy of the last century, whereas IT is the home of late capitalism’s innovators, renegades, and indeed, heroes.


This is all about to change. In fact, it is changing before our eyes.


The era of information technology and data regulation is here. Governments and the people they govern have woken up to the reality that there isno longer any difference between “real life” and our digital lives, and as such our digital lives need the same protections and remedies that have long existed in “real life.”


This a global movement. The EU has grabbed the world’s attention with the General Data Protection Regulation (GDPR), a law that went into effect in May 2018 with stringent information governance requirements, including a new executive called a Data Protection Officer. But this is not just happening in the EU. 


Even in the US, where under the current federal administration there is a posture of deregulation, significant new state and local laws and regulations affecting how we must govern and use information are in play. This includes, e.g., theNY Department of Financial Services cybersecurity regulation that requires all regulated entities to have formal cybersecurity programs and a Chief Information Security Officer, among other things. In addition, California just passed AB 375, theCalifornia Consumer Privacy Act 2018, which beginning January 1, 2020, provides much limitations on how organizations collect and use the personal data of California residents. Much like emissions laws, experts predict it will become a de facto standard for US companies, given the size of the California market and economy. 


This keynote presentation will focus on focus on key steps we can take to help our organizations and clients prepare for this new reality. We will also discuss how tech-smart lawyers are our greatest asset as we make this transition around the globe. 

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 and founder of ViaLumina and the Executive Director and Founder of the Information Governance Initiative.

Barclay is the award-winning author of the books Information Nation: Seven Keys to Information Management Compliance; Information Nation Warrior; and Privacy Nation. Barclay has written and edited dozens of publications, speaks internationally on information management compliance issues, and has instructed at George Washington University. Barclay has also edited and contributed to several books, including: Email Rules; Secure Electronic Commerce; and Professional XML. Barclay is currently writing Information Governance for Dummies.

Barclay has presented to industry groups such as the Innovation Enterprise Big Data Summit, Financial Services Roundtable, American Bar Association, American Counsel of Life Insurers, Legal Tech, BNA Litigation Forum, the World Wide Web Consortium (W3C), ARMA International, and the Society of Quality Assurance. In addition, Barclay speaks at dozens of conferences and events each year. Barclay is frequently interviewed by media outlets about information governance.

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1:45PM - 2:45PM
Track 1

By 2020 it is estimated that over 100,000 legal roles have a high chance of being automated as a result of the quickening pace of technology, shifting workforce demographics, and the need to offer more value for money causing a tipping point for talent strategies among law firms and corporations. Automation and artificial intelligence tools have become sophisticated enough and cost effective to replace many repetitive tasks essential in the practice of law. Slack space is the new legal efficiency opportunities. During this session learn how to automate the “slack space” that you deal with everyday to improve efficiency within your legal department. By embracing Artificial Intelligence, you will become more successful in your legal career. This CLE session will discuss what legal professionals should know or start thinking about artificial intelligence to succeed in the evolving legal sector, your firm, department, and career.

1:45PM - 2:45PM
Track 2

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 (, 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 1

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.

3:00PM - 4:00PM
Track 2

Corporate counsel and law firms are under significant pressure to deliver services more cost-effectively and efficiently. Cost and service value chain alignment between the corporate buyer, their law firm, and their ancillary vendors have not always produced the high value. The process, technology and business model innovation need to change in order to meet the needs of all the parties that deliver these services. In this session you will learn from experts on both sides about how this change is happening, and what steps need to be taken to improve this process. The buying and vendor management process is changing. Are you sitting back watching this change or part of the movement?

4:15PM - 5:15PM
Track 1

Best practices sound great, but what’s the best way to implement them so these ideal models become your standard procedure – case in and case out? Even as the legal technology industry matures, we are constantly faced with new challenges from technologies that didn’t exist even a few years ago. These technologies result in new forms of communication, which means new types of legal technology – including texts, chat messages and emojis – and an ever increasing data volume. The panelists will explore how cooperation and transparency between clients, firms, providers and yes, even opposing counsel, allows you to develop standards. We will also explore analytics and whether their day has actually arrived – or if these will continue to be a much-heralded best practice but little-used standard. Finally, we’ll discuss building your legal technology dream team – filled with rock stars offering a diverse skill set from all sides – client, law firm and legal technology provider.

5:30PM - 7:00PM
Happy Hour

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...

Mike Cousino

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
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,...