San Francisco Agenda

All times below for the listed sessions are Pacific Time.

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Day 1

8:00AM - 9:00AM

Richard Clark

ESI Analyst
Chief Strategy Officer
Richard “Rick” Clark graduated Liberty University with a B.A. in Communications. Mr. Clark was the principal business development lead launching Wave Software, an innovative technology that reduced the overhead of email review through programmatic deduplication of email and unstructured data. After the successful launch of Wave Software, he was the co-founder of The Masters Conference in...

Registration will be open. Please bring your registration form. 

If you need anything look out for any of the following Master's Cabinet Members above as "Moderators".

9:00AM - 10:00AM
Track 1

Companies today are faced with a plethora of new privacy regulations and potential regulations both in the US and abroad, including the California Consumer Privacy Act (CCPA), European General Data Protection Regulation (GDPR), and other existing and pending statutes both in the U.S. and internationally.  These statutes have required many companies to engage in substantial steps toward compliance with an eye towards the enforcement.  What does the enforcement landscape look like now,  what is coming down the pike, and what should companies be doing now to further advance their compliance efforts and limit potential risk exposure?

10:15AM - 11:15AM
Track 1

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...

By the end of 2021, the London Interbank Offered Rate (LIBOR) will probably cease to exist.  Many companies need to start immediately identifying, collecting, and analyzing thousands or even tens of thousands of contracts that may need to be amended before LIBOR disappears.  According to a study by the Bank for International Settlements, over $400 trillion in commercial contracts could be implicated.  Some companies have already created task forces and budgeted millions of dollars toward contract analysis and amendment efforts.  If not carefully planned and leveraged with optimal expertise, technology, and resources, this work can be extremely burdensome, labor-intensive, time-consuming, and expensive.  In this session, we will discuss how a multi-phased approach, relying on subject matter expertise, AI technology, advanced workflows, and low-cost review resources, can allow companies to accomplish this seemingly herculean task in a fraction of the time, while also minimizing the burden and cost for all concerned.

10:15AM - 11:15AM
Track 2

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...

30 minutes attorney speaking on the reasons to include smartphones and other data followed by 30 minutes of Technology showcase with ESI Analyst

11:30AM - 12:30PM
Track 1

Historically, ediscovery data sets have been housed in large databases hosted by law firms and service providers that have been required to make large investments in e-discovery software, hardware infrastructure environments, system maintenance and data security.  Litigation parties pay significant processing and hosting fees to house their data.  Now, however, this traditional model is under threat of being replaced by providers that are offering processing and hosting in the “cloud” and claiming advantages ranging from lower cost to higher security.  What are the comparative advantages and disadvantages of the two options and which one should you choose for your next big e-discovery project? 

11:30AM - 12:30PM
Track 2

Join Bryon Bratcher for a workshop demonstrating the software behind the AI in contract management. 

12:30PM - 1:30PM

Security & Forensics on Both Sides of the “Boom”: How a Changing Threat Landscape Will Require a Merger of Cybersecurity & Forensics

1:45PM - 2:45PM
Track 1

Virtually every major organization today is paying to maintain large volumes of data and documents that long ago served their purpose and have no remaining value to the organization.  The expense of holding onto this data, however, pales in comparison to the potential risk and costs, including liability exposure from e-discovery, data breaches and new privacy regulations.  Identifying what data can safely be eliminated, however, and determining best way to accomplish that, has been likened to eating in elephant—the only way to do it is one spoonful at a time.  Our panelists for this session will describe proven and efficient processes for defensibly deleting your company’s obsolete data and documents without completely losing your appetite. 

1:45PM - 2:45PM
Track 2

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...

30 minutes of smartphone data collections and then analysis with an ESI Analyst Overview and demonstration

3:00PM - 4:00PM
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...

Mark Lyon

Williams & Connolly
eDiscovery Consultant / Discovery Attorney Staffing Manager
Admitted to practice in New York, Mississippi, Washington D.C. and before the U.S. Patent and Trademark Office. Relativity Certified Administrator and Relativity Certified User. Experienced in the use, training, and administration of most major review platforms and tools including Relativity, Autonomy, Brainspace, Catalyst, Clearwell, Concordance, EnCase, Everlaw, DocuMatrix DMX, iCONECT, Logikcull,...

Studies show that most civil litigation in the United States is dominated by discovery, both in terms of time commitment and in terms of cost.  There are many steps you can take, however, beyond the use of ECA and TAR tools, to “tame the e-discovery beast” and bring discovery under control.  Our panel of experts will provide their top tips for improving your e-discovery practices, reducing risks and achieving better discovery and case outcomes. 

4:15PM - 5:15PM
Track 1

Lawyer reviewers would virtually all be replaced by computes by now according to “popular wisdom” when predictive coding (aka “technology assisted review” or “TAR”) was first introduced about ten years ago.  Instead, human lawyer review still dominates discovery in most cases, while case teams and opposing parties continue to resist using TAR despite significant technical advances in the intervening years.  Come to this session to learn how analytics technology is increasingly being used at the front end to help cull down document populations, and how advances in TAR and new proportionality rules can effectively be leveraged to turn the tide and finally reduce the time and expense of e-discovery.

5:15PM - 7:00PM

Keith Schrodt, MBA, JD

CS Disco, Inc.
Director of Marketing
Astute Marketing Executive skilled in all aspects of business and marketing strategy, lead generation and sales enablement. Focus in integrated marketing tactics, effective content creation, SEM (SEO optimization) and lead generation and conversion. Expert in identifying business opportunities and converting those opportunities through clear and actionable strategies. Self-confident and analytical...

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,...

Genesis Alejandro, PMP, EnCE

Nossaman LLP
Senior Practice Support Project Manager
Litigation Support and Practice Support Project management. Computer and digital forensics. Trialsupport, graphics and media. Specialties: Litigation Support and Practice Support Projectmanagement....

Join the speakers, organizers and attendees for a happy hour with plenty of space to chat, view art and have your favorite beverage at the Minna Gallery. 

For directions, what is on display currently and any other information, check it out here: 111minnagallery.com