San Francisco Agenda

All times below for the listed sessions are Pacific 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 2

Selecting a vendor can be very time consuming. Learn the multiple solutions from experts that deal with this issue. 


  • Project/MatterConsiderations
  • Vendor Contract Negotiation and Terms 
  • VendorQualifications
  • DocumentReviewTeam
  • In-House vs.OutsourcedDiscovery
  • ChoosingOutsideCounsel


AJ Shankar-Founder and CEO-Everlaw

AJ Shankar has a Ph.D. in Computer Science from UC Berkeley and an A.B. in Applied Mathematics/Computer Science from Harvard University, and is a fan of crossword puzzles. Follow him on Twitter @ajshankar." 


Eric B. Evans-Partner-Mayer Brown

Eric B. Evans is a partner in the Litigation & Dispute Resolution practice in Mayer Brown’s Palo Alto office. He concentrates his practice on complex litigation and intellectual property matters.  He represents major companies in large-scale federal false advertising and antitrust class actions, as well as patent and trade secret matters. He also leverages a prior career in information technology to provide information governance and cybersecurity advice.  He is also the West Coast co-chair of the firm’s Electronic Discovery & Information Governance practice and a member of the Cybersecurity & Data Privacy practice.

Owen Randall, CeDP-Practice Support-Latham Watkins

As a Discovery Technology Project Manager, Owen is responsible for managing all aspects of the electronic discovery project lifecycle. He works with Latham's case teams and clients to implement electronic discovery strategic plans. Owen has an in-depth understanding of eDiscovery, the litigation lifecycle and litigation technologies. He serves as the primary point of contact for all parties involved and will be responsible for ensuring that proper project expectations are established, fulfilled and communicated.

Owen has nearly twenty years of experience in the legal industry, including nine years as a project manager in large firms. He has extensive experience in working in a large variety of antitrust matters, including many involving management of overseas clients. After starting as a litigation support analyst in the firm environment, Owen spent several years providing software training and enterprise application integration services at an industry-leading legal software company before transferring his experience into the realm of project management for large law firms.

As a part of Latham’s Practice Support Services, the Practice Technology Consulting team is dedicated to advising litigation case teams in the most effective use of technology in their matters, focusing on the processes for collecting, review, and production of our clients' electronically stored information during document discovery.

Brian Zayas-eDiscovery Technologist - Jones Day

As an legal technologist, Brian Zayas has consulted and managed ediscovery matters for more than 10 years. At Jones Day, his responsibilities include reviewing case objectives and matching those objectives with appropriate technology solutions and workflows. He also regularly authors an internal newsletter that highlights ediscovery case law and technology tips. Prior to Jones Day, he managed a team of project managers and client relationships for a national ediscovery provider. This included deep consults with corporate clients with regard to litigation readiness and litigation hold processes and solutions.

9:45AM - 10:45AM
Track 1
This panel is discussing what forces are impacting how corporations save money, locate documents quicker and minimize mistakes. Learn how to become a Master of your data. This panel discusses practical ways to leverage technology so that you can focus on what is truly necessary to accomplish your goals. Panelists are covering the best strategy and techniques to help you improve your process. 
Deborah Baron-VP of Marketing-Tom Sawyer Software

Deborah Baron joined Tom Sawyer Software in 2016 as the Vice President of Marketing. Deborah has over 15 years of experience driving market and product strategy and execution, contributing to fast-growing enterprise technology startups and global brands. Before joining Tom Sawyer Software, Deborah was Chief Strategy Officer at Align Matters. Prior to that, she served as Chief Marketing Officer of Nuix, Vice President of Product Marketing at HP Autonomy, and Director of Product Marketing and Business Development at ZANTAZ, acquired by HP Autonomy. Deborah began her career in data modeling moving on to product management and marketing positions for IBM and HP in the United States and Europe.

Deborah is a cofounding member of the Electronic Discovery Reference Model, a standards forum for the fast-moving eDiscovery industry. She has spoken at over 50 industry events, authored papers on AI and discovery, and recently published $10M Dollars in Pennies. The article is an analogy comparing the challenge of extracting immediate value from one billion pennies to getting the same from Big Data, and overcoming it by applying data science principles and teaching them to our children. Deborah's expertise in growing revenue by building brand awareness, entering new markets and leading dynamic marketing teams is essential to Tom Sawyer Software.

Deborah holds a Bachelor of Arts in Economics and minor in Math from Occidental College and an MBA in Strategy and International Marketing from Northwestern University, Kellogg School of Management.


Darin Sands-Shareholder-Lane Powell
Darin Sands is a litigator whose practice focuses on data security, privacy, antitrust and the resolution of other complex commercial disputes. Darin represents clients in a wide range of matters, including data breach and privacy litigation, international antitrust investigations and litigation, class actions, claims involving breach of contract and fiduciary duties, and counseling related to using technology to more efficiently achieve legal objectives. Darin is licensed to practice in Oregon, Washington and California, and works with clients in Lane Powell’s Portland and Seattle offices.
He currently represents numerous companies in ongoing data breach litigation and data breach response preparation efforts. He also frequently counsels clients on privacy-related legal challenges.
Jennifer Winch-IT I&O-Pacific Gas and Electric
Jennifer has spent over 30 years in Information Technology, and has had a varied career that includes client technologies, data management, information governance, records-management, and strategic and tactical IT planning. She is currently managing a range of SharePoint site collections and curating IT technical knowledgebases while working on Business Intelligence process improvement and technology enhancement projects at PG&E.  Jennifer is also a board member for both San Francisco Women in eDiscovery and the AIIM Golden Gate Chapter, as well as a professional member of ARMA.
Elizabeth Cohee Esq. 
Experienced and published Legal and eDiscovery Consultant with previous sales and corporate experience. Possesses in-depth EDRM knowledge with a specialization in potential legal pitfalls arising in cases involving ESI. Executed jury and bench trials. Developed and presented CLEs. Experienced in personnel management. Recognized for sales successes in the financial and business sectors.
9:45AM - 10:45AM
Track 2
This panel will discuss the technology around Machine Learning and how it will impact your case. The panelists are you unique. The panelists companies, outside of legal, are also working on predictive technology. This will be a lively discussion on how analytics are impacting our community while covering the pros and cons of the latest trends.
Jon Lavender-Director, Technology Assisted Review-DTI
Jon Lavinder is responsible for DTI's technology assisted review service line. He is responsible for the strategy and execution of a portfolio of industry leading assisted review software tools and works directly with a law firm and corporate legal professionals on work flow design and project execution. Before managing the technology assisted review practice, Mr. Lavinder manages DTI's data analyst team, DTI's customer support team, and DTI's business intelligence group. Mr. Lavinder joined DTI in 2006 as the architect, and prior worked in software and technology for ten years including four years at Washington Mutual in the Data Warehouse group. Jon is the author of several white papers including Seven Practical Suggestions to Get the Most out of Technology Assisted Review (2012), TAR, an Integral eDiscovery Tool (2013), Making Deposition Prep Smoother (2016), Charting an eDiscovery Course with TAR (2016). Jon is a member of the Sedona Conference.
Troy Dunham-eDiscovery Manager-Adobe
Troy Dunham is an Attorney licensed in California and an electronic discovery veteran. Troy has worked in eDiscovery since 1999 focusing on litigation readiness, meet-and-confer (FRCP 26(f)) sessions, collection, processing, review, and production. As a technologist with multiple technical certifications, Troy brings full-spectrum, hands-on eDiscovery experience to his engagements. Through his extensive technical and legal experience, Troy can create custom discovery strategies and legally defensible workflows to resolve clients’ cases while saving time and money. He has worked on more than a thousand matters, including regulatory investigations and multi-billion dollar lawsuits involving hundreds of custodians and terabytes of data. He has participated in numerous meet-and-confer sessions, negotiated protective orders, drafted document preservation, and production protocols, and participated in depositions of expert (FRCP 30(b)(6)) witnesses. Troy’s expertise has allowed him to author several articles on discovery and forensics. Also, he frequently speaks on e-discovery and litigation technology topics – including lectures and webinars about advanced document review techniques, CLE programs and more.
Jesse Murray-eDiscovery Manager-Uber Technologies Inc.
11:00AM - 12:00PM
Track 1
What does post Safe Harbor look like in a world defined by the General Data Protection Regulation (GDPR) announced by the European Parliament, the Council of the EU and the European Commission to update the 1995 Data Protection Directive (95/46/EC), known as the EU General Data Protection Regulation? Privacy Shield, proposed by the European Commission for the transfer of personal data outside of the EU, is currently out for comments from Articles 29 and 31 in a working group that is not "approved" by the EU at this point, though the Privacy Shield program is the interim replacement for Safe Harbor. The GDPR applies to all companies in the EU, or doing business in the EU, and is generally an in-house concept. All parties should be aware of both Privacy Shield and GDPR. This panel will cover how they cross over and what tools and strategies will help you navigate Privacy Shield and GDPR during the time of transition and flux.  
Overview of the current legal environment concerning data privacy/security in Europe 
•History –Rise of Safe Harbor (2000) & EU Data Protection, DPAs
•Post Safe Harbor –Schrems, GDPR, Privacy Shield
•Snowden, Schrems, Patriot Act 
•Impact of Brexit - transfer of data to/from UK
Albert Barsocchini-Director of Strategic Consulting-NightOwlDiscovery
Organizations face unprecedented judicial and regulatory scrutiny, increased costs and emerging and systemic risks. To confront these challenges and gain a strategic advantage, companies are seeking my advice and industry insight to negotiate risk and perform in dynamic and challenging environments. Providing expert guidance on the intersection of law, data, and technology. Solve complex problems by designing creative and cost effective law technology solutions. Deliver strategic thinking and guidance to manage the challenges of high stakes corporate discovery, digital risk evidence management and investigations. Executive experience managing large scale discovery matters and briefing to executive and senior leadership in time critical situations and performing in high pressure, high visibility digital investigations.
Past member of the ALM Law Technology News' Advisory Board, contributor to EDD Updates, Law Technology News, Legal Talk Network, San Francisco Daily Journal, HTCIA, ALB Legal News, IT Business Edge, Real eDiscovery, Wallstreet & Technology, California Lawyer, CEB, ABA Journal, California Bar Journal, and Inside Counsel as well as other international publications.
Over 15 years experience as a first-chair trial attorney. Past chair of the California State Bar Law Practice Management & Technology Section. California State Bar Special Master.
Françoise Gilbert-ShareHolder-Greenberg Traurig, LLP
Françoise Gilbert focuses her practice on U.S. and global data privacy and security in a wide variety of markets, including, among others, cloud computing, big data, connected devices, robots and other emerging technologies. Her clients include public or multinational entities, cloud service providers, big data analytics companies, connected device developers, B2C and B2B businesses, publishers, Internet stores, insurance companies, manufacturers, service providers, trade associations, non-profit organizations, software developers, and others.
With more than 30 years of experience addressing cutting edge domestic and international computer, Internet and data protection issues, she brings a unique combination of practical business acumen, sharp legal skills, deep regulatory knowledge, and extensive experience of the information technology markets.
Covering the entire privacy and security spectrum, she counsels clients on complex issues related to evaluating and strategically managing privacy, security, and e-business risks. She assists in the design of product and services to help meet the company’s objectives within the constraints of compliance requirements; the development of internal programs to help drive a culture of privacy across entire organizations; product development strategies aimed at meeting the privacy-by-design and security-by-design principles; the development and implementation of information privacy and security strategies and compliance programs; and addressing privacy and security in mergers and acquisitions, and other corporate and commercial transactions.
Sue A. (Rossler) Gomez-Sr. Director, Privacy and Compliance Legal at SanDisk, a Western Digital
SanDisk is a leading flash memory and storage solutions provider, Sue and her team are responsible for the legal aspects of compliance matters such as Privacy, Cybersecurity, FCPA, Code of Conduct and Ethics, Legal Training and Global Trade. Sue is a Certified Information Privacy Professional (CIPP) and chairs SanDisk’s Privacy Committee. Prior to this, Sue served as Senior Director, Senior Counsel at SanDisk covering transactions related to Operations, Quality, Supply Chain and Procurement, including customer support, consumer products safety, ecommerce matters, as well as semiconductor fabs, assembly & test, third party components, equipment and vendor managed inventory projects.
Prior to SanDisk, Sue worked at Sun Microsystems, Inc. for 13 years in various capacities (Legal, Operations, Finance, IT). Sue has a Bachelor of Science degree in the biosciences, a minor in Chemistry, an MBA, Juris Doctor, and recently completed an LL.M. in Intellectual Property from Santa Clara University School of Law. She is a member of the California Bar, the American Bar Association, Santa Clara University High Tech Law Institute’s Advisory Board, and has served on the San Jose State University Business School Alumni Board and as the chair of the Los Gatos Town Community Services Commission. From time to time, you can find Sue speaking on privacy and ecommerce matters at various events such as Association of Corporate Counsel (Advanced Compliance Education Summit) and Stanford University (Ecommerce Best Practices Conference). In addition, she is a Pro Bono Fee Arbitrator for the Santa Clara County Bar Association. 
Mark Webber-US Managing Partner-Fieldfisher

I am an international technology and internet lawyer; a leading contract and regulatory specialist in EU based technology transactions, particularly those with a disruptive component.I advise where cloud, digital and online technologies converge and leverage IP and/or data in order to add value. Particularly advising on enterprise solutions, partnering, sales channels or considering legal issues relating to internet or cloud services. Whether an emerging-growth or listed enterprise, when the decision to internationalise comes this inevitably leads a GC or senior management team to deal with unfamiliar legal regimes.  For nearly 15 years I’ve worked alongside such individuals and with over one hundred US businesses inward investing, selling or licensing product or exploring online activities in the EU. 

It’s my job to ease the expansion process.  I translate local legal practices; help shape expansion plans or simply act as an extra resource to cope with deal velocity or scaling.  I can be a project manager, quasi-EU general counsel or simply a portal to the wider lawyer and skills pool within fieldfisher across Europe and beyond.I am a recognised English Law expert for IT legal work in each of the leading directories.  I co-authored the UK chapter of Global Security and Privacy Lawpublished by Wolters Kluwer and I’m a regular speaker at key industry events. When not working you can find me with my family somewhere in the great outdoors – skiing, biking, kayaking, camping accompanied by a myriad of gadgets.

11:00AM - 12:00PM
Track 2

The increased reliance on mobile devices in business, coupled with the emergence of new technology is changing ediscovery as we’ve traditionally known it at a rapid pace.  Mobile use has now outpaced computers for business. Deals are being closed via text message. And social media and the Internet of Things (IoT) is generating new forms of potentially discoverable data, and a host of new challenges when it comes to collecting, preserving and managing it.  The analysis and review requirements, as well as the technical difficulties with these forms of unstructured data,  are getting increasingly harder and more expensive to deal with in modern litigation settings. 

During this session, we will discuss:


· The challenges surrounding the collection, preservation, and analysis of “big data” in ediscovery

· The potential impact of data privacy changes around the world can impact you

· How the right team can significantly reduce cost and risk of data loss or spoliation and more.



Mark Michels-Director-Deloitte

Mark is a Director in Deloitte Financial Advisory Services LLP. As a former in-house counsel, Mark specializes in advising on electronic discovery management related to complex litigation, patent litigation, class actions, commercial disputes, pre-merger reviews and internal investigations. Mark is experienced in devising multi-faceted corporate discovery programs, including developing discovery compliance processes and requirements, evaluating and implementing solutions for collection, processing, review, and production of diverse corporate data, and applying continuous process improvement methodologies. Mark is also a nationally recognized professional with deep experience related to in-house eDiscovery implementation, patent litigation discovery management and litigation cost control. He has recently presented and written on various eDiscovery issues including predictive coding, managing spend, mitigating risk, mobile device discovery and improving corporate law department processes. Mark is a graduate of the Georgetown University Law Center.



Damon S. Reissman, CFE, EnCE-Advisory Senior Manager Discovery-Deloitte

Mr. Reissman is a senior manager in the San Francisco Deloitte Discovery Practice. Mr. Reissman has a broad range of experience assisting in litigation and the investigation of various types of fraud, including: Foreign Corrupt Practices Act violations, financial misstatements, embezzlement and asset misappropriation. Mr. Reissman’s background includes over 15 years of experience in Computer Forensics and Electronic Discovery. In additional to working on litigation and investigation cases, he has been involved in the testing, development and use of several Computer Forensic and E-Discovery platforms including: EnCase, AccessData, Clearwell, Relativity, Introspect, Stratify, iConnect, Concordance, Nuix, OutIndex and several in-house solutions. Mr. Reissman has been published in the newsletter “E-Discovery: Law and Strategy”, and has instructed at numerous training events hosted within the US as well as internationally in the UK, Switzerland, Hong Kong and Brazil. Kathleen F. McConnell-Counsel, eDiscovery and Information Governance-Seyfarth Shaw LLP


Kathleen McConnell-Counsel-Seyfarth Shaw LLP

Kathleen McConnell is counsel in the San Francisco office of Seyfarth Shaw LLP.  Her practice focuses on issues associated with electronic discovery, information governance, and data privacy.  She regularly assists clients by developing cost-effective strategies for the preservation, collection, review, and production of electronically stored information, including for cross-border matters.  She also advises clients on record retention and information management. Ms. McConnell has extensive litigation, trial, and arbitration experience in a broad range of substantive areas.  Since 2007, Ms. McConnell has focused a significant amount of her practice on eDiscovery, data privacy, and information governance matters.  Her eDiscovery litigation experience has ranged from cases involving a small number of data points and custodians to complex matters involving several hundred individuals and complicated database and storage environments. 


Ms. McConnell has presented and published on numerous eDiscovery and litigation topics including: best practices for legal holds, document preservation, and collection; efficient use of case management tools; strategies for reducing eDiscovery-related costs; cross-border discovery and privilege; defensible sampling methodologies; and using review tools to protect sensitive information in litigation. 


Joseph Morris-Legal-Genentech

Genentech is a leading biotechnology company that discovers, develops, manufactures and commercializes medicines to treat patients with serious or life-threatening medical conditions. We are among the world's leading biotech companies, with multiple products on the market and a promising development pipeline.

12:30PM - 1:30PM

According to the Pew Research Center, roughly eight-in-ten online Americans (79%) now use Facebook.  The present Facebook community is over five times as large as the United States population. With such explosion of content about individuals publicly available on a global basis, what is the risk for an organization?  Our panel of industry luminaries will discuss the tie-in of social media, social engineering, spear phishing and financial loss in a lively discussion of a cybersecurity breach incident as well as what are ways organizations can better protect themselves.




Julie Lewis-President, CEO and Founder-Digital Mountain

Julie Lewis, has over 20 years of experience working in the high technology industry. Prior to founding Digital Mountain over 14 years ago, Julie worked at VERITAS Software with next-generation storage, security and search companies. Before joining VERITAS, Julie worked in the venture capital and investment banking industries focusing on the Internet Infrastructure, security and software sectors. In addition, Julie worked for two of the Big 4 accounting firms doing financial and IT auditing, as well as M&A due diligence as a CPA. Julie earned an MBA under fellowship from the F.W. Olin Graduate School of Business at Babson College and a BA in both Business Economics and Sociology from the University of California at Santa Barbara. She is a member of the HTCIA, ABA, Sedona Conference's WG1, WG6 and WG11, Cloud Security Alliance and has received her EnCE (Encase Certification in Computer Forensics). Julie is founding Co-Chair of the Silicon Valley Chapter of Women in eDiscovery.




Elvis Chan-Supervisory Special Agent-FBI

Elvis Chan is a Supervisory Special Agent (SSA) assigned to the FBI San Francisco.  SSA Chan manages a squad responsible for investigating national security cyber matters.  With over 11 years in the Bureau, he is a decorated agent who is recognized within the Intelligence Community as a cyberterrorism expert.  SSA Chan was the lead agent on significant cyber investigations and managed joint counterterrorism operations with domestic and foreign law enforcement agencies.  Prior to joining the Bureau, SSA Chan was a process development engineer in the semiconductor industry for 12 years.  He holds two U.S. patents, presents at many technical and law enforcement symposiums, and published multiple articles in technical journals.  SSA Chan graduated from the University of Washington with degrees in chemical engineering and chemistry.


Joseph J. Catalano-Deputy General Counsel-MUFG

Joseph J. Catalano is Deputy General Counsel and Managing Director for Litigation, Governmental Investigations and Human Resources in the Americas Legal Department of MUFG, a global financial services company. Previously he was the General Counsel of Bay View Capital Corporation [NYSE:BVC]. He has served as the National Chair of the Litigation Committee of the Association of Corporate Counsel (ACC) and as President of ACC’s San Francisco Bay Area Chapter. He was chosen as the Member of the Year at the 2006 Annual Meeting of ACC.  He has served President of the San Francisco Bank Attorneys Association and has just completed his second three year term on the Board of Directors of the San Francisco Bar Association, and now serves on the Audit Committee of the Bar Association’s Board.   Joe has spoken on the topic of “E-Discovery Toolkit: Tips and Pointers” at the Annual Meeting of ACC.  “Records? We Don’t Need No Stinking Records…Practice Under the New FRCP” at the Annual Conference of the California Bankers Association. He has presented on the topic of Records Management to the Annual Meeting of the Hispanic National Bar Association.  His article, Tips and Insights on Litigation Management for Small Law appeared in ACC Docket.  He received his Bachelor’s Degree from Manhattan College in New York, and his JD Degree from University of the Pacific, McGeorge School of Law in California.


Austin O’Flynn-Senior Counsel, IT/IP, eDiscovery, eCommerce, IoT, Privacy and Data Security-Dignity Health

Austin O’Flynn is senior in-house legal counsel at the San Francisco headquarters of Dignity Health, a healthcare system consisting of 39 hospitals and approximately 65,000 caregivers and staff delivering excellent care to diverse communities across 22 states.  Mr. O’Flynn, who has been with Dignity Health for over 18 years, advises the Dignity Health national group of hospitals, clinics and joint ventures, in the areas of Technology Licensing, Data Licensing, IT Outsourcing, Privacy and Data Security, eDiscovery, IoT, and eCommerce, Patient Safety Work Product Privilege, and eHealthcare Law.  

Mr. O’Flynn received his Juris Doctorate in 1997 from the University of San Francisco School of Law and was admitted to the State Bar of California that same year.  He was born and raised in Ireland.  Prior to arriving in San Francisco, Mr. O’Flynn worked as a computer engineer in Europe and Asia.  He has a National Diploma in Computer Engineering from the University of Limerick, Ireland and a B.B.A in International Management from Pace University, New York.


Jennifer Martin-Of Counsel, Privacy & Cybersecurity Practice-Covington & Burling

Ms. Martin has worked at the intersection of law and cybersecurity for the last 18 years. Her expertise in this area has been uniquely honed through her experience managing cyber risks and responding to threats from a variety of perspectives: as the director of cyber incident response and operations, and as lead in-house internal investigations counsel at Symantec; as a managing director of Stroz Friedberg; and as a federal and local cybercrime prosecutor and policymaker. Ms. Martin has supervised countless cyber incident response matters, including data breaches, insider thefts of trade secrets, and intrusions, from initial detection through containment, notification, recovery and remediation. In addition, Ms. Martin’s work as an early federal cybercrime prosecutor, including litigating a high-profile Economic Espionage Act case against foreign software engineers, and as a policy maker within the DOJ’s Computer Crime & Intellectual Property Section, provides her with historical insight into the evolving threat landscape and the consequent law enforcement and regulatory responses.

1:45PM - 2:45PM
Track 1

For most creating or updating a record retention schedule is a boring, “check the box” task.  Few realize, however, that the design and development of your schedule can have a tremendous impact on downstream efforts to effectively manage electronic information for eDiscovery, compliance, intellectual property, privacy and employee productivity.  Old-fashioned, super-detailed, paper-record-borne schedules that are poorly designed and difficult to use can hobble efforts to manage electronic information.  Newer, smarter approaches to records retention schedule development not only drive compliance, but  also enable other parts of an  Information Governance program and build consensus on what to retain.  Get it right and a schedule can be a boon for a larger Information Governance strategy.   Get it wrong and the lowly schedule can bring a program to a halt. Join us for a lively discussion on this deceptively boring topic.



Mark Diamond-Founder, President & CEO-Contoural

Mark Diamond is recognized as an industry thought leader in proactive records and information management, litigation readiness and risk & compliance strategies.  Under his leadership, Contoural has grown to be the largest independent provider of legal and regulatory, litigation readiness, and risk & compliance consulting services. As trusted advisors, he and his company help bridge legal, compliance, security and business needs and policies with effective processes, technology and change management.


Previously, he was co-founder of Symantec's (Open Vision) Professional Services group; founder and General Manager, Worldwide Professional Services for Legato Systems and Vice President of Worldwide Professional Services at Right Works, a provider of business application software to the B2B marketplace.

Mr. Diamond served as Chair of the Storage Networking Industry Association customer advisory board on data security.  Mark sits on the board of advisors for several high technology companies.




Megan Smith Janis Director-Compliance and Ethics-Pacific Gas & Electric

Oversee the Compliance and Ethics function for PG&E Corporation and Pacific Gas and Electric Company. Megan Provides strategic leadership to foresee and execute on changes and trends in the compliance and ethics areas consistent with professional standards and business needs.Megan has developed and executed compliance and ethics program to ensure it meets the Federal Sentencing Guidelines for an effective program. Megan reports on program effectiveness to Audit Committee of Board of Directors. Megan also facilitates FERC compliance, including implementation of FERC Standards of Conduct. 


Natausha Cruz Wilson, Esq.-RIM Program Office Manager, Vice President-MUFG Union Bank, N.A.

Information governance consultant with background in commercial litigation. Admitted to practice in California and New York, Certified Records Manager (ICRM), Certified Information Privacy Professional and Certified dispute neutral/mediator. Member of Yoga Alliance with teaching certification for Ashtanga Vinyasa Yoga.

1:45PM - 2:45PM
Track 2

The acceleration of data creation in today's business world coupled with the requirement to understand, manage, and act on information throughout its lifecycle presents a challenge to information governance and legal discovery professionals seeking to balance process, products, and outcomes. This panel and presentation led by eDiscovery Daily Blog author and eDiscovery expert Doug Austin will provide attendees with an overview of data discovery and legal discovery and help them frame the lifecycle of data through the lens of data and legal discovery objectives, tasks, and tools.


Panel Highlights Include:


The Objectives of Data Discovery and Legal Discovery

A Framework for Approaching Discovery 

The Difference Between Insight and Intelligence

Considering Data from the Point of Creation to Collection

Considering Data from Collection Through Defensible Disposition

Tasks and Tools For Effective Discovery

From Manual Management to Automated Approaches

Reprise: A Holistic Approach to Discovery




Doug Austin-Vice President-CloudNine

Doug is the VP of Ops and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing legal technology consulting, technical project management and software development services. Doug is also the editor of the CloudNine sponsored eDiscovery Daily blog.




Julia Romero Peter, Esq.-General Counsel-CloudNine

Julia is General Counsel and VP of Sales with CloudNine. At CloudNine she leads the sales team and has extensive experience in information governance, data discovery and legal discovery. Julia received her J.D. from Rutgers Law School - Newark, and her B.A. in History with a minor in education from Columbia University - Barnard College.


Jaime V. Raba-Partner-Seyfarth Shaw LLP

Jaime V. Raba is an attorney in the eDiscovery and Information Governance practice group of Seyfarth Shaw LLP's San Francisco office. His legal practice is dedicated to information governance including eDiscovery litigation response, information security and information technology issues. He draws on his technical background in advising clients on matters involving data analysis, privacy, forensics, legacy systems and technology risk management.  He counsels clients on cost-effective eDiscovery in complex litigation proceedings on topics including preservation, litigation holds, collection, review, production and complex privilege issues. 


Gordon J. Calhoun-Partner-Lewis Brisbois

Gordon J. Calhoun is an attorney at Lewis Brisbois The acceleration of data creation in today's business world coupled with the requirement to understand, manage, and act on information throughout its lifecycle presents a challenge to information governance and legal discovery professionals seeking to balance process, products, and outcomes. This panel and presentation led by eDiscovery Daily Blog author and eDiscovery expert Doug Austin will provide attendees with an overview of data discovery and legal discovery and help them frame the lifecycle of data through the lens of data and legal discovery objectives, tasks, and tools.

3:00PM - 4:00PM
Track 1

As companies  begin to recognize the increasing importance of safeguarding their data assets, questions remain as to the best practices for achieving such critical objectives. This Q&A style panel  draws on the expertise of multiple thought-leaders, recognized as trailblazers in the fields of privacy and data security. The panelists will provide practical guidance and engaging insights on various privacy and data security issues, including vendor risk management, must-have contract clauses, litigation and regulatory trends, breach response preparedness, and information security frameworks targeting emerging technologies.




Cordero Delgadillo-Cybersecurity Ecosystem Alliances Manager & Corporate Counsel-Digital Mountain

Cybersecurity Ecosystem Alliances Manager & Corporate Counsel of Digital Mountain, manages business development activities across law firms, insurance carriers and corporations. He also manages privacy issues and works with law firms on corporate legal needs. Before joining Digital Mountain, Cordero counseled clients on complex litigation matters and transactions as a member of Husch Blackwell LLP's Privacy, Data Security and Breach Response group. He received his Bachelor of Science and Law Degree with Honors from Arizona State University, earning a certification in Law, Science and Technology with a specialization in Genomics and Biotechnology Law. Cordero is an active member of the International Association of Privacy Professionals and the Sedona Conference's Working Group 11, co-authoring official commentaries on Data Security and Privacy Liability.




Lily Lim-Partner-Finnegan

Lily Lim practices intellectual property law and works with IP issues involving cybersecurity law. She has prevailed at trial and on appeal in cases involving patent, copyright, and trade secret disputes in federal district court and before the U.S. International Trade Commission (ITC). Ms. Lim has represented U.S. and international clients whose technologies include integrated circuits, satellite technologies, wireless devices, software, medical devices, and diagnostic equipment. She has also provided strategic pre-litigation counseling to negotiate patent and software licenses and international manufacturing and marketing agreements. 


Mark Krotoski-Partner-Morgan Lewis

Mark L. Krotoski represents and advises clients on antitrust cartel investigations; cybersecurity and privacy matters; trade secret, economic espionage, fraud, and foreign corrupt practices cases; and government investigations. With nearly 20 years of experience as a federal prosecutor and a leader in the US Department of Justice (DOJ), Mark provides clients with a unique blend of litigation and investigative experience. He has tried 20 cases to verdict and successfully argued appeals before the US Court of Appeals for the Ninth and Sixth Circuits.


Jeffrey McKenna-Senior Attorney, eDiscovery and Privacy-Orrick

Jeffrey has experience advising large organizations on privacy issues related to internal investigations and discovery, including issues related to HIPAA, the HITECH Act, and state specific privacy laws, as well as international data protection and state secrets issues. Jeffrey works with outside counsel and information technology professionals to advise clients in all stages of discovery and to assist in proactive E-Discovery and data privacy planning using effective, efficient and repeatable strategies to get the best results, while minimizing risk and reducing cost. His litigation experience includes all aspects of civil litigation in state and federal courts, including post-trial motions and appeals.

3:00PM - 4:00PM
Track 2

This single panel will cover the future of our community. The legal community is at the two-way stop. Which one will jump off first? The old days of eDiscovery or the new tech that is impacting our world. We are at an intersection of law and technology. Will technology take over? Will the attorney become a robot? This panel will be looking forward through the lens of innovation into the coming years of ediscovery. This information-packed session will include a range of experts from many disciplines tasked to gaze into the 10K High Def 100 core crystal ball and tell us what they see. 


What does the future hold for:

1. Consolidation of Vendors?

2. Technology changes-Improving or more complicated

3. Data Privacy -Rule changes? Brixit?

4. Role changes. Moving more to IT? More services? Less Services? 

5. Automated-Robots, Analytics and so on. 



Matthew Nelson, CIPP-Program Chair IG-ACC

My career has been devoted to helping businesses establish defensible practices to address the legal risks and costs associated with the explosion and mismanagement of electronic information. I help evaluate how the GDPR and other changing data privacy and security laws and regulatory enforcement activities impact global compliance, technology and overall business strategy. I also monitor and help shape global data privacy, security and ediscovery policy and best practices as a co-founding member and current Annual Meeting Program Chair of ACC's Information Governance Committee. Follow me on Twitter @InfoGovlawyer for the latest news on all things data security, data privacy and information governance.



Neil Etheridge-Vice President of Marketing-CSDisco

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 product lines, including ediscovery, information governance, and enterprise search.


Adam Berry-Associate General Counsel & Director-Twitter

Global IP and Commercial Transactions Attorney, who has held a variety of leadership roles in private law practice and in-house at Fortune 500 and startup technology companies. Expertise in Software Licensing, Cloud, Software-as-a-Service (SaaS), Complex Services and other technology transactions. 

Advisor to executive management and other internal teams on complex legal and contractual issues, including:


• IP Licensing 

• Contract Enforceability

• Software Development

• OEM & Strategic Alliances 

• International Transactions 

• IP Ownership & Protection

• Data Security & Privacy

• M&A Integration

•Open Source Software 


Kyle Kelly-Electronic Discovery Analyst-Salesforce

Objective efficiency-oriented electronic discovery professional with large enterprise level data collections experience accompanying the entire EDRM model across multi-platform environments. Successfully combines computer and cell phone forensics investigative background to execute consistent deliverables efficiently to internal and client facing customers while creating engaging, efficient, and innovative solutions to tackle current and future e-discovery challenges.

Graduated Champlain College in 2010 earning a BSc. in Digital and Computer Forensics. 

Graduated University College Dublin in 2011 earning a MSc. in Digital Investigation.

Obtained a Secret clearance for contract work with a DOD government contractor.

4:15PM - 5:30PM
Track 2

This presentation will review the changes to the FRCP, including eDiscovery conduct, insight into how federal judges are already thinking about the changes, and how to adjust your current and future litigation strategies and eDiscovery processes in light of the amendments. The legal community will definitely be altered in the coming years as a direct result of the FRCP alterations.  Get the jump on any surprises with this informative and interesting presentation.




Christopher H. Paskach-Managing Director-Claro Group

Mr. Paskach is a recognized expert in data analytics and eDiscovery services. He has over 30 years’ experience enabling organizations and their counsel to effectively respond to regulatory enforcement actions, discovery requests and investigations involving Electronically Stored Information (ESI). He has consistently been a pioneer in using innovative technologies to support data analytics.




Lea Malani Bays-Of Counsel-Robbins Geller


Lea Malani Bays is Of Counsel in the Firm’s San Diego office. She focuses on e-discovery issues, from preservation through production, and provides counsel to the Firm’s multi-disciplinary, e-discovery team consisting of attorneys, forensic analysts and database professionals. Through her role as counsel to the e-discovery team, Bays is very familiar with the various stages of e-discovery, including identification of relevant electronically stored information, data culling, predictive coding protocols, privilege and responsiveness reviews, as well as having experience in post-production discovery through trial preparation. Through speaking at various events, she is also a leader in shaping the broader dialogue on e-discovery issues. Bays was recently part of the litigation team that earned the approval of a $131 million settlement in favor of plaintiffs in Bennett v. Sprint Nextel Corp. The settlement, which resolved claims arising from Sprint Corporation’s ill-fated merger with Nextel Communications in 2005, represents a significant recovery for the plaintiff class, achieved after five years of tireless effort by the Firm.


Averi Roberts-IG Professional-DLA Piper


Averi advises her clients on the implementation of enterprise-wide IG and RIM Programs, the procurement and deployment of electronic records management systems and document management solutions to meet industry standards and best practices, as well as legal and regulatory requirements. She works closely with client executive leadership and senior management teams, legal, IT, RIM and business units to support company strategic plans and program compliance. Averi works closely with lawyers in DLA Piper's litigation e-discovery and cybersecurity practices – highly rated by Chambers and Legal 500 – to augment our offerings in Information Governance, Records & Information Management, document management and vendor management.


Kevin Duncan-Senior Project Manager-Kilpatrick Townsend


Kevin Duncan is a Senior Project Manager with Kilpatrick Townsend’s E-Discovery Team. In this role, he provides guidance to case teams and clients on all phases of the EDRM in addition to project planning, budgeting, and technical issues regarding e-discovery. Kevin is a certified expert in Relativity, the industry-leading e-discovery platform used in-house by Kilpatrick Townsend, having achieved the level of Relativity Certified Administrator. Kevin routinely counsels the firm’s most technologically savvy clients in all aspects of e-discovery and works closely with in-house counsel and company IT teams to ensure preservation and collections are conducted in an efficient and defensible manner. Kevin is also often engaged to consult on the employment of Early Case Assessment strategies, analytics, and predictive coding technology as a way to create more efficient, streamlined document reviews. In addition to Relativity, Kevin has experience with a variety of other programs and technologies, including Concordance, Summation, and SQL. Kevin is also a certified Project Management Professional (PMP) with the experience and expertise to manage cases from inception to closure.

5:50PM - 7:00PM

2nd Annual Post SF Masters Conference Happy Hour! The event will be held at Sens Restaurant (4 Embarcadero Ctr) on Tuesday, April 25th from 5pm-8pm. Our Gold Sponsor is Everlaw (; our Silver Sponsor is Inventus (; and our Bronze Sponsor is Glenmont Group ( This will be an open bar with hors d'oeuvres. Whether you are attending the conference or not, you are welcome to attend the networking event.



Sens Restaurant

 4 Embarcadero Center, San Francisco, CA 94111