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...

Deborah K. Hoffman, Esq.

The Master's Conference
General Counsel
Debbie Hoffman is Founder & CEO of Symmetry Blockchain Advisors, Inc. where she works with clients in their endeavors related to education, strategy and development of blockchain solutions. With her experience in financial services, law and technology innovation, Debbie brings a unique perspective in working with Symmetry’s clients. Debbie was previously the Chief Legal Officer at a financial...

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...

Robert E Childress III

The Master's Conference
Founder
Robert Childress is recognized as one of the 20 most influential people in the legal software industry. Throughout the years, he has held senior positions with a number of key technology corporations including LexisNexis, Thomson & Thomson, Elsevier Science, CXA, Inc., McGrawHill, Shepards, Wave Software, The Lawyer Charity Challenge and most currently The Masters Conference. While at LexisNexis,...

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".

8:30AM - 9:30AM
Track 1

Kevin L. Nichols

KLN Consulting Group
Principal
KLN Consulting Group has been an innovator in the San Francisco Bay Area Legal Community for over 15 years. It specializes in providing legendary service in three distinct areas for solo practitioners, law firms, and corporate counsel, #1 Litigation (including file creation/organization, electronic discovery and the pre-trial phase), #2 Diversity, and #3 Professional/Business Development utilizing...

LinkedIn For Lawyers - Demonstrates how to use LinkedIn to build each lawyer's professional presence and how to educate those around them of what they do, in order to generate a qualified referral source for new business (which was the keynote for 2016's NAMWOLF Conference).

Kevin L. Nichols - Co-Founder, President & Chief Executive Officer, The Social Engineering Project, Inc.

Kevin L. Nichols has worked in multifaceted capacities in some of the most prolific international law firms in the country, such as Morrison & Foerster, Paul Hastings, Heller Ehrman, and Holland & Knight. His interest in diversity and technology began while he was a mechanical engineering/diversity intern at the Lawrence Livermore National Laboratory.  Later, he became the Executive Director of the California Diversity Council and the African American Wellness Project. Kevin has become a social networking expert and full-time consultant specializing in litigation technology (eDiscovery), diversity, and social media marketing for the legal industry.  Nichols has been featured on LinkedIn’s Hall of Fame, Yahoo’s Blog, in the Examiner, CNN Money, Reuters, MarketWatch and the Wall Street Journal. Millions saw Kevin while logging in to LinkedIn.com from 2011-2014.  He is now the Founder of The Social Engineering Project, Inc., an Oakland based, Google and Microsoft funded, social impact venture with Stanford University designed to address the lack of diversity in the tech industry.  Kevin attended the University of California, Berkeley and recently completed an Executive Program for Social Entrepreneurship at Stanford's Graduate School of Business.  For a full biography and CV, please visit http://bit.ly/KLNport.

9:45AM - 10:45AM
Track 1

Daniel Cohen

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

Jaime Raba

Seyfarth Shaw
Counsel
Jaime V. Raba is an attorney in the eDiscovery and Information Governance practice group of Seyfarth Shaw LLPs 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,...

Bill Marx

Kirkland & Ellis, LLP
Associate Director, Litigation Technology
...

Daniel Nitzani

Morgan, Lewis & Bockius LLP
Practice Technology Project Manager
Daniel Nitzani is a Practice Technology Project Manager in the eData group of Morgan, Lewis & Bockius LLPs San Francisco office. He brings to this role over a decades experience in eDiscovery.Prior to his work at Morgan, Lewis & Bockius LLP, Daniel worked on numerous litigatory, investigative, and regulatory matters at vendor, law firm, and corporate client levels. He is an attorney licensed...

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....

The reasonable anticipation or filing of a litigation case is only one event that can trigger a need for eDiscovery. These days, eDiscovery also plays an important part in conducting investigations to meet compliance, due diligence or regulatory enforcement requirements. In this session, the panelists will share experiences and provide examples of the use of eDiscovery technology and best practices to meet investigative objectives. Topics include: · Common Types of Investigations Involving eDiscovery · Similarities and Differences from eDiscovery in Litigations · Data Discovery, Data Privacy and Cross-Border Implications · Common Mistakes to Avoid · Dealing with Phones/BYOD Issues During Investigations · Best Practices for Managing eDiscovery in Investigations

 
9:45AM - 10:45AM
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...

Shawn Cheadle

Military Space, Lockheed Martin Space Systems Co.
General Counsel
Support Military Space, a $3.0B Space Systems Co. (SSC) line of business, on multiple U.S. government programs including Space-based Infrared Radar Systems (SBIRS) satellites, Global Positioning Systems II (GPS II) and GPS III satellites, and several classified programs. Also support international and U.S. government commercial satellite data sales. Serve as counsel to several multifunctional organizations...

James Shore

Sideman & Bancroft LLP
Partner
James Shore specializes in the protection of intellectual property rights and the implementation of brand protection strategies including channel compliance, the representation of corporate and individual crime victims, and civil litigation.A significant aspect of Mr. Shores practice is the representation of corporate crime victims in the conducting of internal and external investigations, with the...

Joanna Roman

Flatwater Forensics
Owner and Director
Joanna Roman, Owner and Director of Flatwater Forensics, LLC, a consultancy designed to navigate its clients through the increasing digital complexity of law and business.Joanna draws on over 25 years of expertise in ESI and digital litigation in federal and state courts across the country as a trial and complex-litigation paralegal, and as an eDiscovery liaison.As a project manager and investigator,...

Corey Tolliver

Vital Enterprises
Chief Legal Officer, General Counsel
Vital Enterprises is an investment and management firm providing organizational, development, investment and growth strategies for success. Vital Enterprises has vast experience supporting a...

Corporate counsel and law firms are under significant pressure to deliver services more cost-effectively and efficiently. The alignment of the legal services value chain is very important to achieve success. Process, technology and business model innovation changes need to evolve to meet the needs of all the parties that consume and deliver these services. How do we identify, evaluate, implement and measure internal and external improvements? In this session you will learn from expert practitioners from corporations, law firms and 3rd party vendors on what they currently do and what kind of process, technology or business model improvements will help going forward.

11:00AM - 12:00PM
Track 1

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...

Kathleen F. McConnell

Seyfarth Shaw LLP
Partner and Chair, eDiscovery Analytics Strategy (OSA)
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. ...

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...

Troy Dunham

Adobe
eDiscovery Program Manager
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. As an executive,...

Joy Murao

Practice Aligned Resources
Global Legal Technology & Operations Executive
Joy Murao, Founder and CEO of Practice Aligned Resources, is recognized industry-wide as a leader in the litigation support industry. She brings decades of experience, having led some of the most well-respected global practice support groups, to her consulting practice. Blending education with technological agnosticism, Joy focuses on aligning people, process and technology to best fit her clients’...

As you may have heard by now, artificial intelligence (AI) is in the process of revolutionizing the legal profession as it has done in finance, entertainment, healthcare, and manufacturing. Applying AI technology is perfect for repetitive tasks that require human intelligence where an increase in productivity and decrease in errors and cost are the goals. Regardless of what the naysayers say, document review is not exempt from the application of AI technology and its benefits. This CLE discusses how leveraging artificial intelligence in managed review can find evidence faster, increase efficiency, and decrease errors while reducing the overall cost exponentially.

12:30PM - 1:30PM

Bryan Cunnigham

UCI Cyber Security Policy & Research Institute
Deputy Legal Adviser to the National Security Council
As the first Executive Director of UCI’s multidisciplinary Cybersecurity Policy & Research Institute, Cunningham is focused on solution-oriented strategies to address technical, legal and policy challenges to combat cyber threats, protect individual privacy and civil liberties, maintain public safety and economic and national security and empower Americans to take better control of their...

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

David D. Lewis, PhD

Brainspace
Chief Data Scientist
Dave Lewis, Ph.D. is Chief Data Scientist at Brainspace, a Cyxtera Business, where he leads the data science team developing advanced analytics algorithms for e-discovery, investigations, and other applications. He has served as an expert witness or consulting expert in a number of high profile e-discovery cases, including Kleen Products, da Silva Moore, Actos, FHFA, and the VW litigation.  Dave...

Mark Noel

Hogan Lovells
Mark Noel is the Director of Technology Assisted Review and Analytics at Hogan Lovells.  Mr. Noel provides expert services related to information retrieval and the use of search, analytics, and machine learningtools in electronic discovery. He has helped clients negotiate ESI protocols that include the use of machine learning and statistical validation with both opposing private counsel and with...

Join a text analytics pioneer and an experienced investigator for a conversation on corporate and legal investigations.   Hear how augmented intelligence technologies allow an investigator’s knowledge and hypotheses to be applied at mass scale.  Terabytes of documents and data that might otherwise can bog a project down become easy fodder for the AI-augmented investigator. 

3:00PM - 4:00PM
Track 1

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...

Lester Lau

Ernst & Young
Senior Manager | Forensic & Integrity Services
Lester Lau is a Senior Manager with EY’s Forensic and Integrity Services practice based in San Francisco. He is an attorney specializing in e-discovery and unstructured data analytics. He also advises on the use of Technology Assisted Review and other analytics accelerators and their effects on time and budgetary constraints. Lester has helped several clients develop their data management strategies...

Sid Newby

Platinum IDS
CTO
Sid Newby serves as a Partner and Chief Technology Officer of Platinum Intelligent Data Solutions, a Litigation Support services consultancy based in Dallas, Texas.In this role, he oversees all aspects of information technology, information security, data and analytics for some of the world’s largest corporations in regard to data mapping, compliance, investigations and legal facilitation. Sid...

John Breen

Lewis Brisbois
Partner
John Breen is a Partner in the Lewis Brisbois eDiscovery, Information Governance, and Compliance practice group, and also the Data Privacy and Cyber Security group. John has broad experience across the eDiscovery, information governance, and data security spectrums. He has served as in-house counsel, outside counsel, and as a consultant for service providers and software companies. John leverages his...

Vishal Oza

Alvarez & Marsal
Senior Director
Vishal B. Oza, a Senior Director with Alvarez & Marsal’s Disputes and Investigations practice in Los Angeles specializing in digital forensics investigations, cyber investigations and eDiscovery services and expert testimony services.Mr. Oza brings over 14 years of experience in high‐tech investigations driven by internal investigation, regulatory risk, or enforcement action.  Mr....

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

Sponsored by ESI Analyst

3:00PM - 4:00PM
Track 2

Deborah K. Hoffman, Esq.

The Master's Conference
General Counsel
Debbie Hoffman is Founder & CEO of Symmetry Blockchain Advisors, Inc. where she works with clients in their endeavors related to education, strategy and development of blockchain solutions. With her experience in financial services, law and technology innovation, Debbie brings a unique perspective in working with Symmetry’s clients. Debbie was previously the Chief Legal Officer at a financial...

Mark Friedler

Vertex Marketplace
Trusted Advisor
An entrepreneurial strategic business development, sales and marketing leader with an international career building SaaS, media, games, digital currencies and on-demand apps into segment leaders. Mark is focused building blockchain, cryptocurrency companies as an advisor, investor and coach. Hes built 3 media and mobile startups, sold to Verizon Wireless, TimeWarner AOL and Eurogamer. He spent 2 years...

Larry Kane

Orrick
Partner
Larry Kane, a San Francisco corporate partner, represents newly formed and high growth technology companies and venture and private equity investors. Larrys typical representations range from  formation and early stage corporate counseling, angel and venture capital financing, mergers and acquisitions, joint ventures and partnerships to angel and venture fund formations and lending and other...

Paulius Jurcys

Prifina
IP | AR/VR | Blockchain | CopyrightX Fellow | ICOMOS
Paul Jurcys is a founder of Prifina - a company which is building tools to empower individuals to control their private data. Pauls main areas of expertise are IP law and copyright law, commercialization of IP, innovation and cross-border dispute resolution. Paul is a member of the International Law Association (ILA) Committee on IP and Private International Law (www.ila-hq.org/en/committees/index.cfm/cid/1037)...

Leslie Katz

CKR Law
Partner
Leslie R. Katz is a member of CKR’s Blockchain Technology & Digital Currency practice group of over 50attorneys world-wide, who provide U.S. and foreign clients including startups, cryptofunds, investors,advisors and more with sophisticated and knowledgeable legal advice in underlying legal specialties suchas securities, real estate, intellectual property, banking, tax, finance, corporate,...

How Blockchain is Changing the Legal Landscape: Join the panel as they explore "what" Blockchain is and how it is disrupting the legal, financial and data security industries. Attendees will walkaway with a better practical understanding of the technology along some practical examples of how and where it is being used.

4:15PM - 5:15PM
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...

Stephanie O. Sparks

Hoge Fenton
Shareholder, Chair - Privacy & Data Security and IP
Stephanie O. Sparks is a shareholder of, and chairs the firm’s Privacy & Data Security and Intellectual Property teams. She counsels companies on privacy laws and helps them create and implement administrative, technical, and physical safeguards for data security.Stephanie also conducts onsite data security and compliance assessments; provides privacy and data security awareness training;...

Kimberly Quan

Juniper Networks
Lead, eDiscovery & Information Governance
Kimberly Quan joined Juniper Networks, Inc. in October of 2018 and leads eDiscovery and Information Governance (IG), concentrating on operational efficiency and maturity. She is a key member of the Juniper IT Security Team that focuses on Forensics, eDiscovery, Data Loss Prevention, and IG. Prior to Juniper, Kimberly engaged with clients on behalf of her own boutique consulting firm, KayQueue LLC and,...

Julie Lewis

Digital Mountain
President, CEO and Founder
Julie Lewis, President, CEO and Founder of Digital Mountain, has over 20 years of experience working in the high technology industry. Prior to founding Digital Mountain, Julie worked at VERITAS Software with next-generation storage, security and search companies. At VERITAS, she managed operations for new product releases across sales, marketing, product management, legal, engineering and customer...

With the introduction of new privacy regulations, the need to find a list of individuals affected in a data breach has become more frequent. In a world of when not if a data breach occurs, organizations must plan to include a data breach discovery process as part of their incident response plan. Join our panelists for a conversation that discusses what works and what doesn’t when applying e-discovery practices to determine a list of affected individuals. 

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