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

Diane Kilcoyne, Esq., CEDS

ESI GROUP LLC
Attorney
Legal industry veteran, experienced litigator, focused on eDiscovery and information governance strategies, data privacy and cybersecurity issues. I help clients create and deploy eDiscovery and records management programs, and achieve improved efficiency and compliance through application of information governance principles, data privacy considerations, the EDRM, and proper implementation of various...

Jenny Leung

PwC
Cybersecurity & Privacy | Blockchain | Former Regulator | Attorney
New York based Australian qualified attorney (NY admission pending) and former regulator for the Australian Securities and Investments Commission (Council of Financial Regulators Blockchain working group, Innovation Hub). I am interested in the legal questions on whether emerging tech fits under existing laws, policy questions as to what should or shouldn’t be regulated, and technical questions...

Philip H. Cohen

Greenberg Traurig
Shareholder; Co-Chair, National eDiscovery & eRetention Practice
 Shareholder, Co-Chair National e-Discovery & e-Retention Practice GroupMr. Cohen is a shareholder in Greenberg Traurigs Litigation Practice in the New York office and Co-Chairs the Firms National e-Discovery & e-Retention Practice Group. His areas of concentration include: litigation, e-Discovery, product liability litigation, commercial litigation, regulatory investigations, mediation,...

Michael Trahar

Forensic Risk Alliance
Director
Mike is a Director at Forensic Risk Alliance, an internationally recognized market leader inforensic investigations, complex data analytics, compliance, and cross-border eDiscovery. He has 14 years of experience as an attorney conducting global investigations for multinational companies in more than 30 countries across a number of industries. He has experience with every phase of investigations, including...

David M. Schilling

SIDLEY
ASSOCIATE
DAVID SCHILLING represents individual and corporate clients facing government investigations and civil and criminal litigation. David has handled multiple criminal and civil cases, including matters arising under the civil False Claims Act, and a wide range of internal investigations involving compliance with the Foreign Corrupt Practices Act (FCPA), U.S. economic sanctions programs and securities...
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
8:30AM - 9:30AM
Track 2

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...

Mark Yacano

Major, Lindsey & Africa
GLOBAL PRACTICE LEADER, MANAGED LEGAL SERVICES
Mark Yacano is a recognized innovator in the delivery of legal services. During his 25 years in the legal and business worlds, Mark has been a trusted advisor to corporate law departments working with corporate counsel on both business and legal strategy. It is his mission to help implement solutions that allow clients to improve the quality of the services provided, create an environment that fosters...

Ed Stelzer

Zurich Insurance Group
Former SVP & Associate General Counsel
Ed Stelzer is an experienced corporate counsel, strategic advisor, and business development executive. Until recently, Ed was Senior Vice President & Associate General Counsel at the Zurich Insurance Group. Over thirteen years at the company, he was responsible for a wide array of complex legal and regulatory issues around the globe. Before Zurich, Ed was associated with the firms of Wachtell Lipton...

Alexander Arato

NeuLion
General Counsel
 Alexander G. AratoAlexander Arato is General Counsel of NeuLion.  Prior to that, he was Assistant General Counsel- IP for Las Vegas Sands Corp. from May 2015 to September 2016.  From 2000 until April 2015 he was Vice President, Associate General Counsel of CA, Inc. During his 15 year tenure at CA, Mr. Arato was primary counsel to three CA business units, managed various M&A transactions, served...

James Sherer

BakerHostetler
Partner
James Sherer is a Partner in the New York office of BakerHostetler, where he chairs the Information Governance practice team and serves as part of the E-Discovery and Management and Privacy and Data Protection groups.  James assists with oversight of discovery and Electronically Stored Information issues for firm clients.  James is also tasked with “deep dive” technological and...

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.

9:45AM - 10:45PM
Track 1

John Munro

Blackstone
Vice President - National Markets
Focused on empowering people and organizations to do what inspires them, John is a visionary growth oriented executive with 20 years of experience organically building, leading, and inspiring teams to reach their nearly unlimited potential. Johns singular focus on constantly improving the customer experience is delivered through aggressively advancing people, process, product and quality. Johns obsessive...

Gail L. Gottehrer

Akerman LLP
Co-Chair, Privacy, Cybersecurity and Emerging Technologies Team
Gail Gottehrer is the Co-Chair of the Privacy, Cybersecurity and Emerging Technologies team at Akerman LLP.  Her practice focuses on technology-related litigation and counseling, including autonomous vehicle regulation, data privacy, and cybersecurity.  She is one of the few defense lawyers to have been involved in the trial of a class action to verdict before a jury.   Gail is...

Sharika de Freitas

Viacom
Manager, Discovery Solutions & Technology
Sharika de Freitas is a Discovery Solutions and Technology manager with 13 years of litigation experience both in law firms and in house. Currently, she works in house at Viacom Inc. managing...

Patrick Garbe

Mayer Brown LLP
E-Discovery Knowledge & Strategy Manager
...

Rahul Chhabra

Venable LLP
Senior Project Manager, Practice Technology
Legal and compliance project manager with over 8 years experience in advising legal teams on strategic use of technologies. Expertise In Electronic discovery reference model (EDRM) life cycle management and implementation of litigation support technology.Specialties : Certified Electronic Discovery specialist, Concordance Certified Software Administrator•Manage and provide in-house litigation...

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

Richard Clark

KURO GROUP
Marketing Expert within the Legal Community
Starting in the legal industry in early 02 in Orlando, FL, after graduating at Liberty University with a B.A. in Communications, I quickly became acclimated with the legal discovery process. I started as an account manager with Digital Legal Services, and since the company was agile with the changing technology, I was able to assist clients with better productivity in their discovery process with paper...

Brian S. Arbetter

Norton Rose Fulbright
Partner
Brian Arbetter is a member of Norton Rose Fulbrights Global Employment and Labor Steering Committee. He has more than 25 years of practice experience advising and developing strategy for multinational companies regarding their international and domestic labor and employment issues in the United States and abroad.Brians experience includes, among other things, employment discrimination and harassment,...

Catherine Casey

Gibson, Dunn & Crutcher LLP
Global eDiscovery and Practice Technology
I lead the Global eDiscovery and Practice Technology team for Gibson Dunn specializing in eDiscovery, data analytics, cyber security and information governance. I have over a decade of experience assisting clients with the complex eDiscovery and forensic needs that arise from litigation, expansive regulation and complex contractual relationships.Gibson, Dunn & Crutchers eDiscovery and Practice...

Steven C. Bennett

Park Jensen Bennett LLP
Partner
Practice DescriptionSteven C. Bennetts practice focuses on complex domestic and international commercial litigation and arbitration, including bankruptcy, construction, corporate governance, data security, energy, privacy, real estate and other matters. Mr. Bennett gained extensive trial experience during six years at the Office of the United States Attorney for the Southern District of New York, where...

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

Andy G. Gandhi

Alvarez & Marsal
Managing Director
Andy Gandhi is a Managing Director with Alvarez & Marsal’s Disputes & Investigations practice in New York. A Data Risk & Compliance specialist with more than 15 years of global experience, he leads the Digital Investigation practice within the Forensic Technology Services team. Andys recent activity relate to both; 1) Proactive Data Risk; controls around data (security, phi,...

Susan Taylor

LIEDOS
Litigation Technology Manager
...

Laura Sogar

Vectra Networks
Regional Manager
...

Alexander Arato

NeuLion
General Counsel
 Alexander G. AratoAlexander Arato is General Counsel of NeuLion.  Prior to that, he was Assistant General Counsel- IP for Las Vegas Sands Corp. from May 2015 to September 2016.  From 2000 until April 2015 he was Vice President, Associate General Counsel of CA, Inc. During his 15 year tenure at CA, Mr. Arato was primary counsel to three CA business units, managed various M&A transactions, served...

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...
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

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...

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,...

Aaron Katzel

Better Legal Infrastructure Project
Award-winning Legal Innovator and Chief Operating Officer
Seasoned legal chief operating officer and attorney. More than 20 years experience in building and leading teams to solve companies most vexing operational, legal and financial challenges. Created industry-leading, award-winning global legal operations function for AIG, which reduced outside counsel costs by over $1 billion in 6 years. Created and implemented market- and data-driven strategy and processes...

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.

12:15PM - 1:35PM

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...

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.

See more information about me on LinkedIn.

Find my profile on Google Plus.

Follow me on Twitter.

 
1:45PM - 2:45PM
Track 1

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...

Jenny Leung

PwC
Cybersecurity & Privacy | Blockchain | Former Regulator | Attorney
New York based Australian qualified attorney (NY admission pending) and former regulator for the Australian Securities and Investments Commission (Council of Financial Regulators Blockchain working group, Innovation Hub). I am interested in the legal questions on whether emerging tech fits under existing laws, policy questions as to what should or shouldn’t be regulated, and technical questions...

John Wilson

Discovery Squared
CEO
Mr. Wilson is a certified forensic examiner, licensed private investigator and an information technology veteran with over two decades of experience working with the US Government, public and private companies. He serves clients in a variety of industries and is an advisor to outside counsel, general counsel and in-house executives on best practices.Mr. Wilson provides business and litigation consulting...

Michael E. Zolandz

Dentons
Partner
Mike Zolandz is the chair of Dentons Federal Regulatory and Compliance practice, and is a leader in the Firms Public Policy and Government groups. As an industry leader, he routinely advises nonprofits, global corporations and associations at the intersection of politics, policy, business and finance, with a particular emphasis on the financial institutions, life sciences, health care and manufacturing...

Stephen Ellis

Plymouth
CTO-Exploring the Frontier of Technology and Innovation
My passion is Research. I am endlessly obsessed with finding new information and looking to see what it can tell me about the world. Through the pursuit of this passion I have been able to discover and work with various emerging technologies from innovative financial developments in FinTech to the birth of Bitcoin and Blockchain Technology. My goal is to continue to learn and observe the many ways...

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

1:45PM - 2:45PM
Track 2

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...

Royce F. Cohen

Tressler LLP
Partner
Royce F. Cohen is a partner in Tressler’s New York office. Royce maintains a multifaceted litigation practice that encompasses reinsurance, insurance coverage and insurance defense. She represents clients in complex litigation before federal and state courts and arbitration panels. She also has extensive experience with eDiscovery and regularly helps clients address the costs and risks associated...

James Sherer

BakerHostetler
Partner
James Sherer is a Partner in the New York office of BakerHostetler, where he chairs the Information Governance practice team and serves as part of the E-Discovery and Management and Privacy and Data Protection groups.  James assists with oversight of discovery and Electronically Stored Information issues for firm clients.  James is also tasked with “deep dive” technological and...

Sara Johnson Meyers

Shire Pharmaceuticals
e-Discovery Legal Counsel
As e-Discovery legal counsel for Shire Pharmaceuticals, Sara Johnson Meyers oversees all aspects of Shires electronic discovery obligations. Prior to joining Shire, Sara was a Senior Discovery Attorney at Ropes & Gray where she advised clients on all facets of large scale e-Discovery, including best practices for collection, review and production and leveraging review technology tools. In addition,...

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...

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.

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....

Rachel Sims

BLANKROME
Associate
Rachel Sims maintains an active litigation and counseling practice focused on complex commercial litigation and business disputes (business divorce), with an emphasis on partnership disputes.Rachel counsels professional associations, corporations, partnerships, and senior executives in the following areas:contractspartnership agreementsemployment related issuesbusiness tortsreal estatefiduciary...

KENNETH N. RASHBAUM

Barton LLP
Partner
Kenneth N. Rashbaum advises multinational corporations, financial services organizations and life sciences organizations in the areas of privacy, cybersecurity, e-discovery for litigation and regulatory proceedings and information management. He counsels these entities on information governance and its compliance with federal, state, and non-U.S. laws and the interface of e-commerce and legal and regulatory...

Jonathan Wright

QPharma, Inc.
General Counsel
Achievement Constants: 1) Legal & Ethical Compliance 2) Innovative Business & Legal Solutions for QPharma’s Lines of Business3) Continuous & Never-Ending Improvement.As Chief Legal Officer, I serve as legal advisor to QPharma - (a software services provider for life sciences/pharmaceutical industry) - and executive leader for the Legal Department. I am responsible for...

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

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...

Joshua R. Brown

Greenberg Traurig, LLP
SHAREHOLDER
Board Certified in Intellectual Property Law by the Florida Bar, Joshua R. Brown focuses his practice on Intellectual Property litigation. He has handled patent infringement cases in the Middle District of Florida, the Eastern District of Texas and other districts. He has acted as counsel on trademark Infringement cases before the Trademark Trial and Appeal Board, the Middle District of Florida, the...

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...

Wendy Axelrod

Wendy S. Axelrod Coaching & Consulting, LLC
Founder
Wendy founded Wendy S. Axelrod Coaching & Consulting, LLC, a legal career innovation and leadership coaching practice for lawyers and legal support professionals. She helps her clients shift to a happier and more confident mindset, and lead themselves in a strategic career direction aligned with their key strengths, passions, and purpose. Wendy empowers her clients to maximize their potential...

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...

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

Zelda Owens, CSSGB

Glenmont Group
Managing Director
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...

Wendy Axelrod

Wendy S. Axelrod Coaching & Consulting, LLC
Founder
Wendy founded Wendy S. Axelrod Coaching & Consulting, LLC, a legal career innovation and leadership coaching practice for lawyers and legal support professionals. She helps her clients shift to a happier and more confident mindset, and lead themselves in a strategic career direction aligned with their key strengths, passions, and purpose. Wendy empowers her clients to maximize their potential...

Ignatius Grande

Hughes Hubbard & Reed LLP
Senior Discovery Attorney, Director of Practice Support
Ignatius Grande is Senior E‐Discovery Attorney/Director of Practice Support at Hughes Hubbard & Reed LLP. In his role at Hughes Hubbard, Ignatius advises case teams and clients on how to best leverage the latest technologies and e‐discovery practices to efficiently guide matters from initial document preservation and collection through to review and production.By putting strategic processes...

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...

Ksenia Takhistova

HUNTON ANDREWS KURTH LLP
Senior Associate in IP & Technology Group
An accomplished IP litigator and client counselor in the fields of mechanical and medical devices, electrical and computer technologies, life sciences, chemical engineering, materials, and consumer products. Recognized as a 2017 Rising Star in Intellectual Property Litigation by New York Super Lawyers. My technical background includes 5+ years of experience as a graduate researcher, studying multicomponent...

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.

5:50PM - 7:00PM
Happy Hour-Provided by DISCO