The premier conference for in-house e-discovery professionals

Solve tomorrow’s e-discovery

September 12-14, 2017

Portland Art Museum, Portland, OR

BRING THE WHOLE TEAM – 50% Discount on 4 or More With Group Registration

PREX17 Materials

Session Materials, Session Slides, Case Law Library and more

As promised, PREX17 will be bigger, bolder and better

Register to learn, grow and connect to solve tomorrow’s e-discovery.

World-famous keynote

Pulitzer-Prize winner Glenn Greenwald headlines PREX17

Greenwald Interview

Our keynote speaker shares why he’ll be at PREX17

Known for breaking the Edward Snowden story, Greenwald will reveal insights about the fascinating intersection of privacy, civil rights, technology and the implications for e-discovery.

Don’t miss Greenwald’s PREX17 session!
Secrets, Surveillance and Civil Liberties: Navigating the Boundary Layer Between Law and Technology in the Connected Society

Impressive content

Thought leaders presenting the latest insights

  • 30+ faculty from Fortune 500 companies, such as Intel, General Electric, American Airlines and Tesoro, plus judges and thought leaders.
  • 22+ sessions teaching best practices for the next generation of in-house e-discovery leaders. Earn 10.5 CLE Credits.
  • Many opportunities to connect with the faculty and your peers during network receptions and delicious meals.

2017 Speakers

We are honored to welcome the nation’s leading jurists, lawyers and more in-house practitioners in e-discovery than ever before.

Many of you have gotten to know the PREX faculty over the years, and you can look forward to visiting with many of them once again in September. Check back for speaker updates in the coming weeks.

Keynote Speakers

Glenn Greenwald

Glenn Greenwald

Pulitzer-Prize winning journalist, constitutional lawyer, and New York Times best-selling author

Bio & Session(s)

Acclaimed as one of the 25 most influential political commentators by The Atlantic, one of America’s top 10 opinion writers by Newsweek, and one of the Top 100 Global Thinkers for 2013 by Foreign Policy, Glenn Greenwald is a former constitutional law and civil rights litigator. He has authored four New York Times best-selling books, including How Would a Patriot Act? and With Liberty and Justice for Some.

His most recent best-seller, No Place to Hide: Edward Snowden, the NSA, and the U.S. Surveillance State, details his experience creating a series of reports for The Guardian about whistleblower Snowden’s documents on the NSA. The 2014 documentary film, Citizenfour, is based on these reports.

Greenwald’s NSA reporting has won numerous awards, including a George Polk Award in 2013 and a Pulitzer Prize for public service in 2014. He is currently founding editor of new media outlet, The Intercept, and is a frequent commentator on CNN, MSNBC, Morning Joe and Democracy Now.

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Keynote: Secrets, Surveillance and Civil Liberties: Navigating the Boundary Layer Between Law and Technology in the Connected Society

Steve Watson

Steve Watson

Cyber Security, Digital Forensics, Data Recovery Pathfinder, Entrepreneur

Bio & Session(s)

Steve Watson is a technologist focused in the areas of eDiscovery, forensics, risk and compliance. His career spans a variety of technology environments from start-ups to a Fortune 50 corporation. He is a member of the Digital Evidence subcommittee of the NIST Organization of Scientific Area Committees where he serves as the Task Group Chair for mobile device forensics. Steve is also a member of the US Scientific Workgroup for Digital Evidence (SWGDE), representing expertise in mobile devices, emerging technologies and damaged devices. Steve is also a PhD research student of digital forensics focused on new and emerging technologies at Glasgow Caledonian University in Glasgow, Scotland. Steve is a prolific writer and speaker in the US and Europe on emerging technologies, eDiscovery and forensics. Here are a few examples of his presentations and publications.

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Keynote: The Future of Data and Data Acquisition
Session: Data Privacy, the GDPR and Security All in One

Bio & Session(s)

Acclaimed as one of the 25 most influential political commentators by The Atlantic, one of America’s top 10 opinion writers by Newsweek, and one of the Top 100 Global Thinkers for 2013 by Foreign Policy, Glenn Greenwald is a former constitutional law and civil rights litigator. He has authored four New York Times best-selling books, including How Would a Patriot Act? and With Liberty and Justice for Some.

His most recent best-seller, No Place to Hide: Edward Snowden, the NSA, and the U.S. Surveillance State, details his experience creating a series of reports for The Guardian about whistleblower Snowden’s documents on the NSA. The 2014 documentary film, Citizenfour, is based on these reports.

Greenwald’s NSA reporting has won numerous awards, including a George Polk Award in 2013 and a Pulitzer Prize for public service in 2014. He is currently founding editor of new media outlet, The Intercept, and is a frequent commentator on CNN, MSNBC, Morning Joe and Democracy Now.

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Keynote: Secrets, Surveillance and Civil Liberties: Navigating the Boundary Layer Between Law and Technology in the Connected Society

Bio & Session(s)

Steve Watson is a technologist focused in the areas of eDiscovery, forensics, risk and compliance. His career spans a variety of technology environments from start-ups to a Fortune 50 corporation. He is a member of the Digital Evidence subcommittee of the NIST Organization of Scientific Area Committees where he serves as the Task Group Chair for mobile device forensics. Steve is also a member of the US Scientific Workgroup for Digital Evidence (SWGDE), representing expertise in mobile devices, emerging technologies and damaged devices. Steve is also a PhD research student of digital forensics focused on new and emerging technologies at Glasgow Caledonian University in Glasgow, Scotland. Steve is a prolific writer and speaker in the US and Europe on emerging technologies, eDiscovery and forensics. Here are a few examples of his presentations and publications.

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Keynote: The Future of Data and Data Acquisition
Session: Data Privacy, the GDPR and Security All in One

Judicial Panelists

Hon. Ron Hedges

Hon. Ron Hedges

Former U. S. Magistrate Judge — Adjunct Professor Rutgers School of Law – Newark, Hedges & Assoc.

Bio & Session(s)

Ronald J. Hedges served as a U.S Magistrate Judge in the District of New Jersey from 1986 to 2007. He is the chair of the Advisory Board of Digital Discovery & e-Evidence, a Bloomberg BNA publication. Judge Hedges is a coauthor of both editions of the Federal Judicial Center publication, Managing Discovery of Electronic Information: A Pocket Guide for Judges. Judge Hedges taught e-discovery at Georgetown University Law Center, Seton Hall School of Law and Rutgers School of Law-Newark.

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Session: Spoliation and the New Rules and Judicial Panel: Return of Case Law by the Clock!

Hon. Elizabeth LaPorte

Hon. Elizabeth LaPorte

U.S. Magistrate Judge, N.D. Cal., San Francisco, CA, Federal Circuit

Bio & Session(s)

Elizabeth D. Laporte is a United States Magistrate Judge and the immediate past Chief United States Magistrate Judge for the Northern District of California. Appointed on April 4, 1998, Judge Laporte presides over numerous civil cases, including intellectual property, employment, civil rights and environmental cases. Judge Laporte regularly speaks and participates in panels concerning patent litigation, jury trials, e-discovery, employment law, settlement and other topics.

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Session: Judicial Panel: Return of Case Law by the Clock! and Data Privacy, the GDPR and Security All in One

Hon. Frank Maas

Hon. Frank Maas

Former U.S. Magistrate Judge for the Southern District of New York, Federal Circuit

Bio & Session(s)

Hon. Frank Maas served for 17 years as a United States Magistrate Judge for the Southern District of New York, including a two-year term as Chief Magistrate Judge. Before his appointment to the bench, Judge Maas was a federal prosecutor in the Southern District of New York, a partner in the New York City office of a large commercial litigation law firm headquartered in upstate New York, and First Deputy Commissioner of the New York City Department of Investigation. He is a frequent speaker at the Conference on Preservation Excellence, E-Discovery Institute Leadership Summit, and other venues.

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Session: Cleaning the Pipes: Defensible Data Deletion and Judicial Panel: Return of Case Law by the Clock!

Bio & Session(s)

Ronald J. Hedges served as a U.S Magistrate Judge in the District of New Jersey from 1986 to 2007. He is the chair of the Advisory Board of Digital Discovery & e-Evidence, a Bloomberg BNA publication. Judge Hedges is a coauthor of both editions of the Federal Judicial Center publication, Managing Discovery of Electronic Information: A Pocket Guide for Judges. Judge Hedges taught e-discovery at Georgetown University Law Center, Seton Hall School of Law and Rutgers School of Law-Newark.

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Session: Spoliation and the New Rules and Judicial Panel: Return of Case Law by the Clock!

Bio & Session(s)

Elizabeth D. Laporte is a United States Magistrate Judge and the immediate past Chief United States Magistrate Judge for the Northern District of California. Appointed on April 4, 1998, Judge Laporte presides over numerous civil cases, including intellectual property, employment, civil rights and environmental cases. Judge Laporte regularly speaks and participates in panels concerning patent litigation, jury trials, e-discovery, employment law, settlement and other topics.

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Session: Judicial Panel: Return of Case Law by the Clock! and Data Privacy, the GDPR and Security All in One

Bio & Session(s)

Hon. Frank Maas served for 17 years as a United States Magistrate Judge for the Southern District of New York, including a two-year term as Chief Magistrate Judge. Before his appointment to the bench, Judge Maas was a federal prosecutor in the Southern District of New York, a partner in the New York City office of a large commercial litigation law firm headquartered in upstate New York, and First Deputy Commissioner of the New York City Department of Investigation. He is a frequent speaker at the Conference on Preservation Excellence, E-Discovery Institute Leadership Summit, and other venues.

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Session: Cleaning the Pipes: Defensible Data Deletion and Judicial Panel: Return of Case Law by the Clock!

Hon. Andrew Peck

Hon. Andrew Peck

US Magistrate Judge, US District Court SDNY

Bio & Session(s)

Magistrate Judge Andrew J. Peck was appointed U.S. Magistrate Judge for the Southern District of New York on February 27, 1995, and served as Chief Magistrate Judge in 2004-2005.

Judge Peck is a frequent lecturer on issues relating to electronic discovery. He also is a judicial observer to the Legal Tech Educational Advisory Board (2015 to present). Peck was awarded the Champion of Technology Award for 2011 by Law Technology News, the 2013 Judicial Leadership Award by the Electronic Discovery Institute (“EDI”), and honored by the American Lawyer as a Judicial E- Discovery Innovator.

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Session:  The Art of Negotiation: Determining What’s Reasonable and Judicial Panel: Return of Case Law by the Clock!

Hon. Xavier Rodriguez

Hon. Xavier Rodriguez

Former Texas Supreme Court Justice and currently sits on the bench as a United States District Judge for the Western District of Texas, Federal Circuit

Bio & Session(s)

Xavier Rodriguez is a former Texas Supreme Court Justice and currently sits on the bench as a U.S District Judge for the Western District of Texas. Prior to assuming the bench, he was a partner in the international law firm of Fulbright & Jaworski (now known as Norton Rose Fulbright). Judge Rodriguez is a frequent speaker on CLE seminars and has authored numerous articles regarding employment law, discovery and arbitration issues.

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Session: Spoliation and the New Rules,  Judicial Panel: Return of Case Law by the Clock!

Bio & Session(s)

Magistrate Judge Andrew J. Peck was appointed U.S. Magistrate Judge for the Southern District of New York on February 27, 1995, and served as Chief Magistrate Judge in 2004-2005.

Judge Peck is a frequent lecturer on issues relating to electronic discovery. He also is a judicial observer to the Legal Tech Educational Advisory Board (2015 to present). Peck was awarded the Champion of Technology Award for 2011 by Law Technology News, the 2013 Judicial Leadership Award by the Electronic Discovery Institute (“EDI”), and honored by the American Lawyer as a Judicial E- Discovery Innovator.

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Session:  The Art of Negotiation: Determining What’s Reasonable and Judicial Panel: Return of Case Law by the Clock!

Bio & Session(s)

Xavier Rodriguez is a former Texas Supreme Court Justice and currently sits on the bench as a U.S District Judge for the Western District of Texas. Prior to assuming the bench, he was a partner in the international law firm of Fulbright & Jaworski (now known as Norton Rose Fulbright). Judge Rodriguez is a frequent speaker on CLE seminars and has authored numerous articles regarding employment law, discovery and arbitration issues.

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Session: Spoliation and the New Rules,  Judicial Panel: Return of Case Law by the Clock!

Advisory Panelists

Leslie Altherr

Leslie Altherr

Senior Manager, Legal Specialist in Google's Discovery & Litigation Support organization

Bio & Session(s)

As Senior Manager, Legal Specialist in Google’s Discovery & Litigation Support organization, Leslie manages litigation, regulatory and investigation support for various U.S. and regional teams. Leslie was the first Litigation Paralegal at Google and has helped design and develop legal preservation policies and tools. Prior to joining Google in 2005, Leslie was a Senior Paralegal at Fenwick & West as well as other top Bay Area law firms.

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Session: Harnessing Social Media from All Angles

Alma Asay

Alma Asay

Founder and CEO, Allegory Law

Session(s)

Session: Harnessing Social Media from All Angles

Michael Arkfeld

Michael Arkfeld

Founding Director & Faculty Fellow, ASU Law School, Arkfeld Assoc.

Bio & Session(s)

Michael is the Founder and Director of Education for the eDiscovery Education Center (edec.com) and Director of the Arkfeld eDiscovery and Digital Program at the Sandra Day O’Connor College of Law at Arizona State University. This program hosts the annual ASU-Arkfeld eDiscovery and Digital Evidence Conference held in March of each year. As a former Assistant United States Attorney for the District of Arizona, Michael handled multimillion-dollar cases involving personal injury, medical malpractice, wrongful termination and a host of other tort claims.  Michael has authored the Arkfeld on Electronic Discovery and Evidence (4th ed.) treatise and four best practice guides.

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Session: The Art of Negotiation: Determining What’s Reasonable

Craig Ball

Craig Ball

Special Master, Craig D. Ball, P.C.

Bio & Session(s)

Craig Ball is a trial lawyer, computer forensic examiner, law professor and noted authority on electronic evidence. He limits his practice to serving as a court-appointed special master and consultant in computer forensics and electronic discovery. Ball has served as the Special Master or testifying expert in computer forensics and electronic discovery in some of the world’s most challenging and headline making cases.

For nine years, Craig penned the award-winning Ball in Your Court column on electronic discovery for American Lawyer Media and now writes for several national news outlets.

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Session: Ball in Your Court

Bio & Session(s)

As Senior Manager, Legal Specialist in Google’s Discovery & Litigation Support organization, Leslie manages litigation, regulatory and investigation support for various U.S. and regional teams. Leslie was the first Litigation Paralegal at Google and has helped design and develop legal preservation policies and tools. Prior to joining Google in 2005, Leslie was a Senior Paralegal at Fenwick & West as well as other top Bay Area law firms.

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Session: Harnessing Social Media from All Angles

Session(s)

Session: Harnessing Social Media from All Angles

Bio & Session(s)

Michael is the Founder and Director of Education for the eDiscovery Education Center (edec.com) and Director of the Arkfeld eDiscovery and Digital Program at the Sandra Day O’Connor College of Law at Arizona State University. This program hosts the annual ASU-Arkfeld eDiscovery and Digital Evidence Conference held in March of each year. As a former Assistant United States Attorney for the District of Arizona, Michael handled multimillion-dollar cases involving personal injury, medical malpractice, wrongful termination and a host of other tort claims.  Michael has authored the Arkfeld on Electronic Discovery and Evidence (4th ed.) treatise and four best practice guides.

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Session: The Art of Negotiation: Determining What’s Reasonable

Bio & Session(s)

Craig Ball is a trial lawyer, computer forensic examiner, law professor and noted authority on electronic evidence. He limits his practice to serving as a court-appointed special master and consultant in computer forensics and electronic discovery. Ball has served as the Special Master or testifying expert in computer forensics and electronic discovery in some of the world’s most challenging and headline making cases.

For nine years, Craig penned the award-winning Ball in Your Court column on electronic discovery for American Lawyer Media and now writes for several national news outlets.

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Session: Ball in Your Court

Bobbi Basile

Bobbi Basile

Managing Director, HBR Consulting

Bio & Session(s)

Bobbi serves as a managing director for HBR Consulting and has over 25 years of experience delivering strategic, operations and technology services to Fortune 500 law departments and law firms. Bobbi is an expert in designing and applying innovative approaches to managing e-Discovery with an emphasis on defensible approaches to applying artificial intelligence-enable technologies. She specializes in guiding organizations to develop strategies to align Discovery Services and Litigation Support functions to business needs and goals, and works with organizations to develop sustainable approaches to providing services.

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Session: Spoliation and the New Rules

Dan Christensen

Dan Christensen

Global Group Counsel for IT, Privacy & Security, Intel

Bio & Session(s)

Dan currently serves as Group Counsel of IT, Privacy & Security at Intel Corporation. Prior to Intel, Dan worked in telecom/energy legal and compliance for The Williams Companies, another Fortune 500 company. Dan maintains active bar status in DC, Arizona, and Utah, and is also CIPP/US and CIPT certified by the International Association of Privacy Professionals (IAPP).

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Session: Data Privacy, the GDPR and Security All in One

Deanna Blomquist

Deanna Blomquist

Senior Manager – ITeDiscovery & IT Contracts, Dish

Session(s)

Session: The New Corporate Legal Department

Dave Cohen

Dave Cohen

Partner at Reed Smith LLP, Reed Smith

Bio & Session(s)

David is the Practice Group Leader for Reed Smith’s global Records & E-Discovery Group. He has over 30 years of commercial litigation experience in a variety of subject matters and has been named a Pennsylvania “Super Lawyer” in litigation 2013-2015. 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.

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Sessions: The Art of Negotiation: Determining What’s Reasonable and Cleaning the Pipes: Defensible Data Deletion

Bio & Session(s)

Bobbi serves as a managing director for HBR Consulting and has over 25 years of experience delivering strategic, operations and technology services to Fortune 500 law departments and law firms. Bobbi is an expert in designing and applying innovative approaches to managing e-Discovery with an emphasis on defensible approaches to applying artificial intelligence-enable technologies. She specializes in guiding organizations to develop strategies to align Discovery Services and Litigation Support functions to business needs and goals, and works with organizations to develop sustainable approaches to providing services.

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Session: Spoliation and the New Rules

Bio & Session(s)

Dan currently serves as Group Counsel of IT, Privacy & Security at Intel Corporation. Prior to Intel, Dan worked in telecom/energy legal and compliance for The Williams Companies, another Fortune 500 company. Dan maintains active bar status in DC, Arizona, and Utah, and is also CIPP/US and CIPT certified by the International Association of Privacy Professionals (IAPP).

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Session: Data Privacy, the GDPR and Security All in One

Session(s)

Session: The New Corporate Legal Department

Bio & Session(s)

David is the Practice Group Leader for Reed Smith’s global Records & E-Discovery Group. He has over 30 years of commercial litigation experience in a variety of subject matters and has been named a Pennsylvania “Super Lawyer” in litigation 2013-2015. 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.

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Sessions: The Art of Negotiation: Determining What’s Reasonable and Cleaning the Pipes: Defensible Data Deletion

Brian Corbin

Brian Corbin

Vice President, Assistant General Counsel, JPMorgan Chase

Bio & Session(s)

In his role as Discovery Counsel, Brian oversees several programs for JPMorgan Chase’s Legal Discovery Management group in Brooklyn, NY, supervising a multinational team focused on legal preservation, information governance, and retention policy, as well as data privacy issues related to cross-border discovery. Prior to JPMorgan Chase, Brian worked with Clutch Group in Bangalore, India and Covington & Burling LLP in Washington, D.C.

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Session: Cleaning the Pipes: Defensible Data Deletion

Bryan Dearinger

Bryan Dearinger

Associate General Counsel, University of Oregon

Session(s)

Bryan is the Associate General Counsel for the University of Oregon. He joined the University in September 2014. Prior to his arrival, he served six years as a trial attorney at the U.S. Department of Justice in Washington, D.C., where he represented the United States, the President, federal agencies, and government officials in affirmative and defensive civil litigation, including constitutional litigation, Administrative Procedure Act cases, national security litigation, privacy litigation, and Freedom of Information Act cases. Before entering the DOJ through the Attorney General’s Honors Program, Bryan worked three years as a federal judicial law clerk. Bryan has litigated in over a dozen federal courts across the country and has also authored academic articles published in the Oregon Law Review and the St. John’s Law Review. He is also an adjunct professor at the University of Oregon School of Law.
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Session: Building Your Preservation Response Playbook

Maura Grossman

Maura Grossman

Research Professor and eDiscovery Lawyer, University of Waterloo and Georgetown University Law Center

Bio & Session(s)

Maura R. Grossman is of counsel at Wachtell, Lipton, Rosen & Katz, where she advises the firm and its clients on legal, technical and strategic issues involving electronic discovery and information governance, both domestically and abroad. Maura serves on the Advisory Boards of Bloomberg BNA’s Digital Discovery and E-Evidence Report, Georgetown University Law Center’s Advanced eDiscovery Institute and Cardozo Law School’s Data Law Initiative. Since 2015 she has been a coordinator of the TREC Total Recall Track, an academic, commercial and government forum studying automated information retrieval technologies in e-discovery.

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Session: Taming the Over-Preservation Beast

Brad Harris

Brad Harris

Vice President of Corporate Strategy, Zapproved

Bio & Session(s)

Maura R. Grossman is of counsel at Wachtell, Lipton, Rosen & Katz, where she advises the firm and its clients on legal, technical and strategic issues involving electronic discovery and information governance, both domestically and abroad. Maura serves on the Advisory Boards of Bloomberg BNA’s Digital Discovery and E-Evidence Report, Georgetown University Law Center’s Advanced eDiscovery Institute and Cardozo Law School’s Data Law Initiative. Since 2015 she has been a coordinator of the TREC Total Recall Track, an academic, commercial and government forum studying automated information retrieval technologies in e-discovery.

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Session: Taming the Over-Preservation Beast

Bio & Session(s)

In his role as Discovery Counsel, Brian oversees several programs for JPMorgan Chase’s Legal Discovery Management group in Brooklyn, NY, supervising a multinational team focused on legal preservation, information governance, and retention policy, as well as data privacy issues related to cross-border discovery. Prior to JPMorgan Chase, Brian worked with Clutch Group in Bangalore, India and Covington & Burling LLP in Washington, D.C.

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Session: Cleaning the Pipes: Defensible Data Deletion

Session(s)

Bryan is the Associate General Counsel for the University of Oregon. He joined the University in September 2014. Prior to his arrival, he served six years as a trial attorney at the U.S. Department of Justice in Washington, D.C., where he represented the United States, the President, federal agencies, and government officials in affirmative and defensive civil litigation, including constitutional litigation, Administrative Procedure Act cases, national security litigation, privacy litigation, and Freedom of Information Act cases. Before entering the DOJ through the Attorney General’s Honors Program, Bryan worked three years as a federal judicial law clerk. Bryan has litigated in over a dozen federal courts across the country and has also authored academic articles published in the Oregon Law Review and the St. John’s Law Review. He is also an adjunct professor at the University of Oregon School of Law.
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Session: Building Your Preservation Response Playbook

Bio & Session(s)

Maura R. Grossman is of counsel at Wachtell, Lipton, Rosen & Katz, where she advises the firm and its clients on legal, technical and strategic issues involving electronic discovery and information governance, both domestically and abroad. Maura serves on the Advisory Boards of Bloomberg BNA’s Digital Discovery and E-Evidence Report, Georgetown University Law Center’s Advanced eDiscovery Institute and Cardozo Law School’s Data Law Initiative. Since 2015 she has been a coordinator of the TREC Total Recall Track, an academic, commercial and government forum studying automated information retrieval technologies in e-discovery.

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Session: Taming the Over-Preservation Beast

Bio & Session(s)

Brad has more than 30 years’ experience in the high technology and enterprise software sectors, including assisting Fortune 1000 companies enhance their e-discovery preparedness through technology and process improvement. Brad is a frequent author and speaker on data preservation and e-discovery issues and is a member of The Sedona Conference. He has published articles in The National Law Journal, Corporate Counsel and Information Management and presented at leading industry events, such as LegalTech New York. He also serves as Conference Chair for PREX, Zapproved’s premier conference for in-house eDiscovery professionals.

Josh Hoffman

Josh Hoffman

Director, General Counsel Organization, Technology Solutions, McKesson

Session(s)

Session: Bringing e-Discovery In-House: Stories from the Trenches

Sonya Judkins

Sonya Judkins

Manager, Legal Discovery & Compliance, Sprint

Bio & Session(s)

Sonya is Manager of Legal Discovery and Compliance in Sprint’s Legal Department in Reston, Virginia and is responsible for e-discovery management and coordination for the Litigation Department. Sonya specializes in the areas of in-house legal/litigation practices and procedures, management of core-team efforts to implement policies, procedures and tools helping to mitigate risks associated with the preservation and production of electronically stored information thereby ensuring compliance with Federal and State laws and regulations. She is also responsible for coordination and assistance to the Records Retention and Compliance and IT functional areas.

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Session: Preservation Maturity: How to Instill Continuous Improvement

Leslie Kendrick

Leslie Kendrick

Litigation Counsel, Daimler

Session(s)

Session: Harnessing Social Media from All Angles

Dan Kulakofsky

Dan Kulakofsky

Associate Group General Counsel, Travelers

Bio & Session(s)

As Associate Group General Counsel at The Travelers Indemnity Company, Dan developed the electronic discovery function and is responsible for all aspects of the e-discovery program.  Dan also provides counsel to the Records & Information Management group and participated in the development of numerous information governance policies for Travelers including the Company’s litigation hold policy and process.

Prior to joining Travelers, Dan spent ten years as a compliance attorney in the insurance industry and ten years as a litigator in private practice.  He earned his J.D. from DePaul University and his B.A. from The George Washington University.

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Session: Preservation Maturity: How to Instill Continuous Improvement

Session(s)

Session: Preservation Maturity: Bringing e-Discovery In-House: Stories from the Trenches

Bio & Session(s)

Sonya is Manager of Legal Discovery and Compliance in Sprint’s Legal Department in Reston, Virginia and is responsible for e-discovery management and coordination for the Litigation Department. Sonya specializes in the areas of in-house legal/litigation practices and procedures, management of core-team efforts to implement policies, procedures and tools helping to mitigate risks associated with the preservation and production of electronically stored information thereby ensuring compliance with Federal and State laws and regulations. She is also responsible for coordination and assistance to the Records Retention and Compliance and IT functional areas.

——

Session: Preservation Maturity: How to Instill Continuous Improvement

Session(s)

Session: Harnessing Social Media from All Angles

Bio & Session(s)

As Associate Group General Counsel at The Travelers Indemnity Company, Dan developed the electronic discovery function and is responsible for all aspects of the e-discovery program.  Dan also provides counsel to the Records & Information Management group and participated in the development of numerous information governance policies for Travelers including the Company’s litigation hold policy and process.

Prior to joining Travelers, Dan spent ten years as a compliance attorney in the insurance industry and ten years as a litigator in private practice.  He earned his J.D. from DePaul University and his B.A. from The George Washington University.

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Session: Preservation Maturity: How to Instill Continuous Improvement

Jana Limer Mills

Jana Limer Mills

Director & Sr. Attorney, American Airlines

Bio & Session(s)

Jana joined American Airlines in 2016 as a senior attorney in the areas of litigation and e-discovery. Prior to American, she was with Jones Day for 14 years in their Securities and SEC Enforcement group and with Deloitte in their Discovery Practices group. Many of her cases have involved wide-scale, multinational e-discovery issues leading her to develop experience and expertise in the field.

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Session: Taming the Over-Preservation Beast and Fine-Tune Your Collection Strategies

Joe Morris

Joe Morris

Compliance Specialist, Genentech

Session(s)

Session: Taming the Over-Preservation Beast

Michael Quartararo

Michael Quartararo

Director of Litigation Support Services, Stroock & Stroock & Lavan LLP

Bio & Session(s)

Michael is the Director of Litigation Support Services at Stroock & Stroock & Lavan LLP, and the author of the forthcoming book Project Management in Electronic Discovery: An Introduction to Core Principles of Legal Project Management and Leadership in eDiscovery. He is a project management professional, technologist and teacher with 20 years of experience in the legal services industry. At Stroock, Michael leads a staff of project managers and analysts to provide consultative litigation support and technology services to 350 attorneys and paralegals.

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Session: The New Corporate Legal Department

Dawn Radcliffe

Dawn Radcliffe

Legal Technology Manager, TransCanada

Bio & Session(s)

Dawn Radcliffe is the Legal Technology Manager for TransCanada Pipelines, Ltd., based in their Houston office. Dawn applies her extensive experience in litigation hold processes, procedures and technologies to manage discovery related processes for the North American energy infrastructure company. She also works closely with TransCanada’s IS and Business Information groups on issues related to data management and Information Governance.

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Session: Preservation Maturity: How to Instill Continuous Improvement and Bringing e-Discovery In-House: Stories from the Trenches

Bio & Session(s)

Jana joined American Airlines in 2016 as a senior attorney in the areas of litigation and e-discovery. Prior to American, she was with Jones Day for 14 years in their Securities and SEC Enforcement group and with Deloitte in their Discovery Practices group. Many of her cases have involved wide-scale, multinational e-discovery issues leading her to develop experience and expertise in the field.

——

Session: Taming the Over-Preservation Beast and Fine-Tune Your Collection Strategies

Session(s)

Session: Taming the Over-Preservation Beast

Bio & Session(s)

Michael is the Director of Litigation Support Services at Stroock & Stroock & Lavan LLP, and the author of the forthcoming book Project Management in Electronic Discovery: An Introduction to Core Principles of Legal Project Management and Leadership in eDiscovery. He is a project management professional, technologist and teacher with 20 years of experience in the legal services industry. At Stroock, Michael leads a staff of project managers and analysts to provide consultative litigation support and technology services to 350 attorneys and paralegals.

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Session: The New Corporate Legal Department

Bio & Session(s)

Dawn Radcliffe is the Legal Technology Manager for TransCanada Pipelines, Ltd., based in their Houston office. Dawn applies her extensive experience in litigation hold processes, procedures and technologies to manage discovery related processes for the North American energy infrastructure company. She also works closely with TransCanada’s IS and Business Information groups on issues related to data management and Information Governance.

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Session: Preservation Maturity: How to Instill Continuous Improvement and Bringing e-Discovery In-House: Stories from the Trenches

Stacie Neeter

Stacie Neeter

Managing Director, Stout

Session(s)

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Session: Building Your Preservation Response Playbook and Enhancing the Impact of Your In-House Legal Operations through KPIs

Michael Quartararo

Michael Quartararo

Director of Litigation Support Services, Stroock & Stroock & Lavan LLP

Bio & Session(s)

Michael is the Director of Litigation Support Services at Stroock & Stroock & Lavan LLP, and the author of the forthcoming book Project Management in Electronic Discovery: An Introduction to Core Principles of Legal Project Management and Leadership in eDiscovery. He is a project management professional, technologist and teacher with 20 years of experience in the legal services industry. At Stroock, Michael leads a staff of project managers and analysts to provide consultative litigation support and technology services to 350 attorneys and paralegals.

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Session: The New Corporate Legal Department

Dawn Radcliffe

Dawn Radcliffe

Legal Technology Manager, TransCanada

Bio & Session(s)

Dawn Radcliffe is the Legal Technology Manager for TransCanada Pipelines, Ltd., based in their Houston office. Dawn applies her extensive experience in litigation hold processes, procedures and technologies to manage discovery related processes for the North American energy infrastructure company. She also works closely with TransCanada’s IS and Business Information groups on issues related to data management and Information Governance.

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Session: Preservation Maturity: How to Instill Continuous Improvement and Bringing e-Discovery In-House: Stories from the Trenches

Kara Ricupero

Kara Ricupero

Director, eDiscovery, Records and Information Management; eBay

Session(s)

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Session: E-Discovery in the Fortune 500 — How Leaders See the Practice and Profession Evolving in America’s Biggest Companies

Session(s)

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Session: Building Your Preservation Response Playbook and Enhancing the Impact of Your In-House Legal Operations through KPIs

Bio & Session(s)

Michael is the Director of Litigation Support Services at Stroock & Stroock & Lavan LLP, and the author of the forthcoming book Project Management in Electronic Discovery: An Introduction to Core Principles of Legal Project Management and Leadership in eDiscovery. He is a project management professional, technologist and teacher with 20 years of experience in the legal services industry. At Stroock, Michael leads a staff of project managers and analysts to provide consultative litigation support and technology services to 350 attorneys and paralegals.

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Session: The New Corporate Legal Department

Bio & Session(s)

Dawn Radcliffe is the Legal Technology Manager for TransCanada Pipelines, Ltd., based in their Houston office. Dawn applies her extensive experience in litigation hold processes, procedures and technologies to manage discovery related processes for the North American energy infrastructure company. She also works closely with TransCanada’s IS and Business Information groups on issues related to data management and Information Governance.

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Session: Preservation Maturity: How to Instill Continuous Improvement and Bringing e-Discovery In-House: Stories from the Trenches

Session(s)

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Session: E-Discovery in the Fortune 500 — How Leaders See the Practice and Profession Evolving in America’s Biggest Companies

Wendy Riggs

Wendy Riggs

Senior Analyst, Keesal, Young, & Logan; CODA Division

Bio & Session(s)

Wendy Riggs is a Senior Advisor and Certified eDiscovery Specialist (CEDS) with Keesal, Young & Logan’s (KYL) San Francisco Office. Wendy launched the Compliance, Operations and Data Control Advisory (CODA) division, bringing her extensive in-house legal operations experience to complement KYL’s established reputation for innovation and excellence in litigation and technology. Wendy and the KYL-CODA team partner with clients to identify opportunities to reduce risk and increase efficiencies by leveraging their best-in-class legal technology, eDiscovery and process improvement expertise. Prior to joining the KYL-CODA division in 2017, Wendy oversaw eDiscovery and legal operations at Twitter and Zynga.

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Session: Harnessing Social Media from All Angles and The New Corporate Legal Department

Michelle Spak

Michelle Spak

Energy Associate General Counsel, Duke

Bio & Session(s)

Session: E-Discovery in the Fortune 500 — How Leaders See the Practice and Profession Evolving in America’s Biggest Companies and Fine-Tune Your Collection Strategies

Cortney Starble

Cortney Starble

E-Disovery Specialist, CB Richard Ellis

Bio & Session(s)

Session: Building Your Preservation Response Playbook

Session(s)

Session: Bringing e-Discovery In-House: Stories from the Trenches

Barbara Squires

Barbara Squires

eDiscovery Manager, The Home Depot

Bio & Session(s)

Wendy Riggs is a Senior Advisor and Certified eDiscovery Specialist (CEDS) with Keesal, Young & Logan’s (KYL) San Francisco Office. Wendy launched the Compliance, Operations and Data Control Advisory (CODA) division, bringing her extensive in-house legal operations experience to complement KYL’s established reputation for innovation and excellence in litigation and technology. Wendy and the KYL-CODA team partner with clients to identify opportunities to reduce risk and increase efficiencies by leveraging their best-in-class legal technology, eDiscovery and process improvement expertise. Prior to joining the KYL-CODA division in 2017, Wendy oversaw eDiscovery and legal operations at Twitter and Zynga.

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Session: Harnessing Social Media from All Angles and The New Corporate Legal Department

Session(s)

Session: E-Discovery in the Fortune 500 — How Leaders See the Practice and Profession Evolving in America’s Biggest Companies and Fine-Tune Your Collection Strategies

Session(s)

Session: Building Your Preservation Response Playbook

Session(s)

Session: Bringing e-Discovery In-House: Stories from the Trenches

Julie Taylor

Julie Taylor

Partner, Keesal Young and Logan

Bio & Session(s)

Julie Taylor is a shareholder with Keesal, Young & Logan in its San Francisco office and is admitted to practice in California and Washington. Julie focuses on employment litigation, and regularly defends employers in judicial, arbitration and regulatory proceedings against a myriad of claims. Julie also regularly advises clients regarding compliance with employment laws, internal investigations and hiring and termination issues. Julie practices across a broad range of industries, including financial services, technology, healthcare, retail, maritime, oil and gas and hospitality, and she is significantly involved in the firm’s nationally recognized e-discovery, technology and cybersecurity initiatives.

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Session: Harnessing Social Media from All Angles

Brett Tarr

Brett Tarr

Counsel, Litigation & E-Discovery, Caesars Entertainment

Bio & Session(s)

Brett Tarr serves as Counsel, Litigation & E-Discovery for Caesars Entertainment and leads the e-discovery, information governance, and privacy functions for the organization. He has spent the last 15 years working exclusively in the areas of electronic discovery and information governance, and joined the law department at Caesars Entertainment in 2012 to develop in-house capabilities and defensible workflows for e-discovery, information governance, legal operations, and data privacy.

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Session: The Art of Negotiation: Determining What’s Reasonable and The New Corporate Legal Department

Michelle Trombetta

Michelle Trombetta

Director of Product Management and UX, Code42

Session(s)

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Session: A New Approach to Endpoint Preservation and Collection

Jeane Thomas

Jeane Thomas

Partner, Crowell & Moring LLP

Bio & Session(s)

Jeane A. Thomas serves as both Co-Chair of Crowell & Moring’s E-Discovery and Information Management Practice and as partner in the firm’s Antitrust Group. In her role with the e-discovery practice, Ms. Thomas manages many types of e-discovery matters in both government investigations and private litigation. She regularly counsels clients on information governance issues, including the development and application of effective information management policies, legal hold practices and e-discovery response plans.

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Session: Data Privacy, the GDPR and Security All in One

Bio & Session(s)

Julie Taylor is a shareholder with Keesal, Young & Logan in its San Francisco office and is admitted to practice in California and Washington. Julie focuses on employment litigation, and regularly defends employers in judicial, arbitration and regulatory proceedings against a myriad of claims. Julie also regularly advises clients regarding compliance with employment laws, internal investigations and hiring and termination issues. Julie practices across a broad range of industries, including financial services, technology, healthcare, retail, maritime, oil and gas and hospitality, and she is significantly involved in the firm’s nationally recognized e-discovery, technology and cybersecurity initiatives.

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Session: Harnessing Social Media from All Angles

Bio & Session(s)

Brett Tarr serves as Counsel, Litigation & E-Discovery for Caesars Entertainment and leads the e-discovery, information governance, and privacy functions for the organization. He has spent the last 15 years working exclusively in the areas of electronic discovery and information governance, and joined the law department at Caesars Entertainment in 2012 to develop in-house capabilities and defensible workflows for e-discovery, information governance, legal operations, and data privacy.

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Session: The Art of Negotiation: Determining What’s Reasonable and The New Corporate Legal Department

Session(s)

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Session: A New Approach to Endpoint Preservation and Collection

Bio & Session(s)

Jeane A. Thomas serves as both Co-Chair of Crowell & Moring’s E-Discovery and Information Management Practice and as partner in the firm’s Antitrust Group. In her role with the e-discovery practice, Ms. Thomas manages many types of e-discovery matters in both government investigations and private litigation. She regularly counsels clients on information governance issues, including the development and application of effective information management policies, legal hold practices and e-discovery response plans.

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Session: Data Privacy, the GDPR and Security All in One

Bill Tolson

Bill Tolson

VP of Marketing, Archive 360

Bio & Session(s)

At Archive360, Bill is responsible for directing all brand strategy, product marketing, corporate marketing, public relations, sales enablement and strategic partner marketing. Prior to joining Archive360, Bill held executive and senior-level marketing positions at Actiance, Recommind, Hewlett Packard, Iron Mountain, Mimosa Systems, and StorageTek. Bill is the author of two eBooks: The Know IT All’s Guide to eDiscovery and The Bartenders Guide to eDiscovery, and Cloud Archiving for Dummies.

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Session: Technical Track: Migrating data in a legally defensible manner

Kris Wasserman

Kris Wasserman

Vice President & Senior Consultant, D4

Session(s)

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Session: Moving to Office 365? What You Need to Know about E-Discovery

Matthew Yarbrough

Matthew Yarbrough

Managing Partner, Yarbrough Law Group

Bio & Session(s)

Matthew Yarbrough has more than 25 years experience providing legal expertise and lecturing in the areas of e-discovery, data security, privacy, cyber crimes, and intellectual property. He is a former assistant U.S. attorney (AUSA) and law professor, and is currently in private practice. The Department of Justice, FBI and Department of Homeland Security have recognized Yarbrough as an outstanding trial lawyer. He has appeared on Nightline, 20/20 and CNN as a cyber security and data law expert and has spoken on behalf of IBM, Cisco and Apple about corporate data compliance, information governance and IP litigation. Yarbrough has also been recognized as one of the “Top Litigators” in the US by the National Law Journal.

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Session: Fine-Tune Your Collection Strategies

Ryan Zilm

Ryan Zilm

Manager, Records & Information Governance, Tesoro

Bio & Session(s)

Ryan has been an active contributor to the information management profession since 1998, currently leading the Records & Information Governance Program at Tesoro Companies, Inc. based in San Antonio, TX. He participated in the development of ARMA International’s Glossary of Terms, is a Certified Records Manager and graduated from the University of Oklahoma with a Bachelor of Arts in Administrative Leadership. Ryan has served in multiple capacities at the ARMA local chapter level across three states and is currently pursuing an Executive M.B.A. from the University of Texas San Antonio and is the President-Elect for ARMA International BOD.

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Session: Cleaning the Pipes: Defensible Data Deletion

Bio & Session(s)

At Archive360, Bill is responsible for directing all brand strategy, product marketing, corporate marketing, public relations, sales enablement and strategic partner marketing. Prior to joining Archive360, Bill held executive and senior-level marketing positions at Actiance, Recommind, Hewlett Packard, Iron Mountain, Mimosa Systems, and StorageTek. Bill is the author of two eBooks: The Know IT All’s Guide to eDiscovery and The Bartenders Guide to eDiscovery, and Cloud Archiving for Dummies.

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Session: Technical Track: Migrating data in a legally defensible manner

Bio & Session(s)

______
Session: Moving to Office 365? What You Need to Know about E-Discovery

Bio & Session(s)

Matthew Yarbrough has more than 25 years experience providing legal expertise and lecturing in the areas of e-discovery, data security, privacy, cyber crimes, and intellectual property. He is a former assistant U.S. attorney (AUSA) and law professor, and is currently in private practice. The Department of Justice, FBI and Department of Homeland Security have recognized Yarbrough as an outstanding trial lawyer. He has appeared on Nightline, 20/20 and CNN as a cyber security and data law expert and has spoken on behalf of IBM, Cisco and Apple about corporate data compliance, information governance and IP litigation. Yarbrough has also been recognized as one of the “Top Litigators” in the US by the National Law Journal.

______

Session: Fine-Tune Your Collection Strategies

Bio & Session(s)

Ryan has been an active contributor to the information management profession since 1998, currently leading the Records & Information Governance Program at Tesoro Companies, Inc. based in San Antonio, TX. He participated in the development of ARMA International’s Glossary of Terms, is a Certified Records Manager and graduated from the University of Oklahoma with a Bachelor of Arts in Administrative Leadership. Ryan has served in multiple capacities at the ARMA local chapter level across three states and is currently pursuing an Executive M.B.A. from the University of Texas San Antonio and is the President-Elect for ARMA International BOD.

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Session: Cleaning the Pipes: Defensible Data Deletion

PREX17 Agenda

Now in its sixth year, PREX is the premier conference for in-house e-discovery professionals. Join us in Portland this September to be motivated, challenged, informed and inspired to elevate your e-discovery practice even higher. This year we are introducing three tracks to help you navigate your conference experience.

Conference Tracks

LEADERSHIP

Strategic best practices to improve corporate e-discovery outcomes. All sessions will be held in the Grand Ballroom.

TEAM PROCESS

Tactical and strategic approaches to manage in-house e-discovery. All sessions will be held in the Sunken Ballroom.

TECHNICAL

Software, sytems and security expertise for solving e-discovery. All sessions will be held in the Miller Room.

Tuesday, September 12

8 – 4:30 p.m.

Zapproved User Group

This annual event brings together Zapproved users from across the country to discuss challenges and successes, brainstorm solutions and get to know the Zapproved leadership team. Come away with actions items for improving your workflows and creating more efficient and successful outcomes for the future. Customers Only. Registration cost is $100 for the full day and includes lunch.

6 – 8 p.m.

PREX Reception

Portland Art Museum, 1219 SW Park Avenue Portland Oregon 97205

Wednesday, September 13

8 – 9 a.m.

Breakfast

9 – 9:30 a.m.

Welcome to PREX

Brad Harris, Zapproved

9:30 – 10:30 a.m.

Keynote

E-Discovery in the Fortune 500

How Leaders See the Practice and Profession Evolving in America’s Biggest Companies

We welcome e-discovery leaders from three leading enterprises on the Fortune 500 to the stage to share their past experiences, current challenges and hopes for the future. Get a glimpse into how companies who generated more than $60B in revenue collectively handle their litigation readiness and response. What are some of their priorities, and how do they approach communicating both upwards to their C-suite, and outwards to employees and stakeholders.

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Panelists: Dan Kulakofsky, Travelers; Kara Ricupero, eBay; Michelle Spak, Duke Energy

11 – 12 p.m.
Breakout 1
Building Your Preservation Response Playbook

From recognizing a trigger event to successfully releasing your holds: Plan your way to better legal outcomes.

This how-to session focuses on the elements of creating a successful preservation playbook for your organization, including best practices and shared experiences. How might an organization create, adopt, monitor and document “reasonable steps” to reduce preservation costs, ensure defensibility and mitigate risk?

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Session Moderator: David Walton

Panelists: Cortney Starbel, Leslie Kendrick, Bryan Dearinger

The Art of Negotiation: Determining What's Reasonable

Keep your scope, and custodian obligations, in check with FRCP requirements.

It’s been nearly two years since the new Federal Rules of Civil Procedure went into effect. While they promised more reasoned scope of discovery by bringing proportionality and cooperation to the forefront, the reality may feel very different. How are we doing — and how can we be better at negotiating a reasonable scope of discovery? Know your rights and responsibilties for responding to demands for electronic evidence. This session will focus on the scope of custodians, keywords and retention policies.

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Session Moderator: Michael Arkfeld

Panelists: Brett Tarr, David Cohen, Hon. Andrew Peck

Technical Track: The Power of Taking E-Discovery In-House

Learn how companies that have taken control of their data and processes in house have done it.

In this session, Zapproved will explore trends for compliance and best practices and how companies are maturing their staff, processes and technology stack. Learn where companies typically start in their journey to regain control of their data using the Z-Discovery suite of products.

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Presenter: Brad Harris, Zapproved

12 – 1:30 p.m.

Lunch

1:30 – 2:30 p.m.
Breakout 2
Preservation Maturity: How to Instill Continuous Improvement

You’ve got your plan built. But how do you instill a process to ensure continuous improvement?

Seasoned experts will share their thoughts on how to move beyond preservation readiness to create a cross-functional strategy wired for compliance. Get tips on how to identify and mitigate risk while driving down preservation costs. Learn from others how improved policies, better training, and auditing can instill a culture of compliance and take your preservation response to the next level.

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Session Moderator: Dawn Radcliffe

Panelists: Dan Kulakofsky, Josh Hoffman, Sonya Judkins

Cleaning the Pipes: Defensible Data Deletion

More data. More places. More places to hide.

A key to reducing both cost and risk is getting rid of data when it’s no longer needed. How can you affect real change when it comes to ridding the organization of redundant, obsolete and trivial data? What are the keys to a successful and defensible data deletion program? Get insights on records retention policies, information governance and incorporating preservation obligations in your policies.

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Session Moderator: David Cohen

Panelists: Brian Corbin, Ryan Zilm, Hon. Frank Maas

Technical Track: A New Approach to Endpoint Preservation and Collection

This session will explore how endpoint data backup and recovery solutions can enable better data security, end-user peace-of-mind and e-discovery response. Find out how data can be preserved “in-place” and collected real-time when required without IT support.

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Presenter: Michelle Trombetta, Code42

2:45 – 3:45 p.m.
Breakout 3
Taming the Over-Preservation Beast

The new amendments to the Federal Rules of Civil Procedure aimed to address the escalating cost and burdens of over-preservation. Are they having the desired affect?

Panelists in this session will share stories from the trenches about the real challenges legal teams are facing when it comes to preservation initiatives and offer tactical ways to overcome those obstacles. Join us for answers on key questions: How can you affect real change and risk-taking? What tips can be used to evolve data retention practices or provide insight into data to make better preservation decisions? How do you start the conversation?

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Session Moderator:
Maura Grossman

Panelists: Jana Limer Mills, Sarah Donovan, Joe Morris

Spoliation and the New Rules

Tom Allman is a renowned scholar when it comes to the amended Federal Rules of Civil Procedure (FRCP), and has written extensively on case law.

This session will explore how spoliation motions have evolved since the changes made to Rule 37(e), and if the amendments are having their intended affect. How have courts interpretted their role in remediation and penalty? What can litigants learn from an in-depth analysis of the 100+ appellate and district court opinions to date referring to applying the updated Rule?

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Session Moderator: Hon. Ron Hedges

Panelists: Hon. Xavier Rodriguez

Technical Track: Moving to Office 365? What You Need to Know about E-Discovery

One of the biggest shifts in corporate IT is the move to Office 365, Microsoft’s cloud-based suite. It can dramatically change the scope of electronic discovery for in-house legal teams.

This session will discuss the implications, show what native e-discovery tools Microsoft offers and what complementary software is needed, and share experiences from those who have made the transition — and survived!

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Presenter: Kris Wasserman, D4

3:45 – 4:15 p.m.

Corporate eDiscovery Heroes

Get to know the 2017 eDiscovery Heroes. Find out how these talented practitioners are helping to solve today’s biggest e-discovery challenges and pave the way to a better future at their organization.

4:15 – 5:30 p.m.

Keynote

Glenn Greenwald, Pulitzer-Prize Winning Journalist, Constitutional Lawyer and New York Times Best-Selling Author

Secrets, Surveillance and Civil Liberties: Navigating the Boundary Layer Between Law and Technology in the Connected Society

Acclaimed as one of the world’s leading political thinkers, Glenn Greenwald is a former constitutional law and civil rights litigator. He has authored four New York Times best-selling books, including How Would a Patriot Act? and With Liberty and Justice for Some. His most recent best-seller, No Place to Hide: Edward Snowden, the NSA, and the U.S. Surveillance State, details his experience creating a series of reports for The Guardian about whistleblower Snowden’s documents on the NSA. The 2014 documentary film, Citizenfour, is based on these reports. Greenwald’s NSA reporting has won numerous awards, including a George Polk Award in 2013 and a Pulitzer Prize for public service in 2014. He is currently founding editor of new media outlet, The Intercept, and is a frequent commentator on CNN, MSNBC, Morning Joe and Democracy Now.

6 – 9 p.m.

Dinner

Thursday, September 14

8 – 8:30 a.m.

Breakfast

8:30 – 9:45 a.m.

Judicial Panel

Return of Case Law by the Clock!

Last year, we tried something new — putting the judges on a clock.

We’re challenging them again this year to review the latest in case law trends, highlighting selected cases and sharing their thoughts on what can be learned from the opinions of 2017. And we’re bringing along the stop watch!

Panelists: Hon. Elizabeth LaPorte, Hon. Frank Maas, Hon. Andrew Peck, Hon. Xavier Rodriguez, Hon. Ron Hedges

10 – 11 a.m.
Breakout 4
The Streetlight Effect in E-Discovery: Are We Preserving the Most Relevant Data?

Are we striving to preserve the information and sources most relevant to the case, or are we merely dealing with what we’ve rendered routine?

Preservation must follow the evidence, and new sources and uses of data demand new skills and work flows. Are we keeping up, especially in the burgeoning realms of mobile and IoT? In this talk, we will assess where we’re going and what tools and competencies we need to get there. Happily, the path is clear, and economical tools and techniques are at the ready–when we are ready to embrace them.

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Presenter:
Craig Ball

Data Privacy, the GDPR and Security All in One

Data security and privacy are having profound impacts on the way organizations create, retain and discover data.

What can be learned from the latest changes in EU-U.S. Privacy Shield and General Data Protection Regulation (GDPR) rules? How do changes on the international front and closer to home affect our approach to preservation and discovery? Can we effectively manage cross-border discovery obligations? Can we keep our data secure? Explore these questions and find answers here.

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Session Moderator: Jeane Thomas

Panelists: Dan Christensen, Steve Watson, Hon. Elizabeth LaPorte

Technical Track: Enhancing the Impact of Your In-House Legal Operations through KPIs

This session will cover key legal hold, eDiscovery, and broader legal operations metrics that departments should be tracking and evaluating.

The session will address how these can be shared with leadership and the business to increase visibility and promote change in the organization.

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Presenter:  Stacie Neeter

11:15 – 12:15 p.m.
Breakout 5
Harnessing Social Media from All Angles

Solve security, data management and information governance across ever-changing digital and social media landscapes.

Social media and digital everything are changing the way we must approach e-discovery. Is your team prepared? Learn about the electronic information challenges every corporate legal team faces — and how you can overcome them.

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Session Moderator: Wendy Riggs

Panelists: Leslie Altherr, Alma Asay, Julie Taylor

Bringing e-Discovery In-House: Stories from the Trenches

Hear best practices from others who have brought e-discovery in-house.

You’ve been talking about this for years, but now you’re beyond discussing the relative merits and are finally ready to start doing it. Learn what key pieces to start with, which new hires to consider and what common pitfalls to avoid.

____

Panelists: Dawn Radcliffe, Josh Hoffman, Barbara Squires

Technical Track: Migrating data in a legally defensible manner

Many organizations are moving to the cloud however, depending on circumstances, the migration process can alter the data and metadata as well as run the risk of losing or even deleting content if the migration process is not managed correctly, putting current and future litigation at risk. This session will describe the potential issues to look out for and how to avoid them.

____

Presenter: Bill Tolson, Archive360

12:15 – 1:15 p.m.

Lunch

1:15 – 2:15 p.m.
Breakout 6
Fine-Tune Your Collection Strategies

Not all collections are created equal. Find out how to collect for any situation.

From self-collection to forensic examination, how do you decide which collection strategies to use? Choosing the right approach may not always be obvious. Delve into collection strategy best practices that are defensible and sustainable.

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Session Moderator: Matthew Yarbrough

Panelists: Robert Levy, Jana Limer Mills, Dave Walton

The New Corporate Legal Department

Turn your team’s e-discovery process into a finely-tuned compliance-readiness machine.

We’re calling it: legal compliance is the newest trend among in-house e-discovery teams. More organizations are investing in ways to ensure better control, more visibility and more consistency across their policies and practices. How can you run your department more like a business so that workflows, deadlines and data coalesce in harmony? Dig into the metrics, controls and best practices of modern corporate legal operations.

____

Session Moderator: Michael Quartararo

Panelists: Brett Tarr, Deanna Blomquist, Wendy Riggs

Technical Track: 99 Problems, But The Web Ain’t One

Proactively managing the rapid growth of unstructured web and social content.

Find out how e-discovery professionals within leading companies are tackling uncontrolled content. Our panel of experts will discuss archiving for the new wave of modern collaborative platforms like Slack, internal forums and more without sacrificing legal defensibility. Attendees will be among the first to receive our 2017 Annual Report on Social Collaboration Growth.

____

Presenter: Jim Donahue at Hanzo

2:30 – 3:15 p.m.

Keynote

Steve Watson, Cyber Security, Digital Forensics, Data Recovery Pathfinder, Entrepreneur

The Future of Data and Data Acquisition

Steve’s work as a forensic scientist, anthropologist and data futurist provides an incredibly unique perspective on the future of data and e-discovery. Steve returns to PREX to share his thoughts on how e-discovery must transform as technology evolves, and how the role of the corporate e-discovery professional is forever changing.

Venue & Accommodations

Venue

Hotel

Portland Art Museum

Mark Building

1119 SW Park Avenue

Portland, OR 97205

503-226-2811

Directions

View Details

Located in the heart of Portland’s cultural district, the Portland Art Museum is the oldest museum in the Pacific Northwest and is internationally renowned. The museum’s 2.5-block campus includes an outdoor sculpture mall, multiple galleries and a blend of modernist and classical architecture. Its permanent collection of 42,000 objects reflect ancient to present-day American, Native American, Asian, European and Northwest art, photography and sculpture.

PREX17 sessions take place in the historic Mark Building, adjacent to the main museum. Venues include the dramatic Grand Ballroom featuring soaring ceilings and rich architectural details, the neo-classical Sunken Ballroom, and the light-filled contemporary Miller Gallery.

Our conference hotel block is now sold out.

We recommend the following hotels that are close the conference:

View Details

Located in the heart of Portland’s cultural district, the Portland Art Museum is the oldest museum in the Pacific Northwest and is internationally renowned. The museum’s 2.5-block campus includes an outdoor sculpture mall, multiple galleries and a blend of modernist and classical architecture. Its permanent collection of 42,000 objects reflect ancient to present-day American, Native American, Asian, European and Northwest art, photography and sculpture.

PREX17 sessions take place in the historic Mark Building, adjacent to the main museum. Venues include the dramatic Grand Ballroom featuring soaring ceilings and rich architectural details, the neo-classical Sunken Ballroom, and the light-filled contemporary Miller Gallery.

Portland life

If you’ve attended PREX, you know the wonder of Portland in September. It’s abuzz with farmers markets, outdoor concerts, and world-renowned art, coffee, food and wine. Each year it just gets better.

When you attend PREX17, the nation’s sixth annual premier conference for in-house e-discovery professionals, you’ll be right in the heart of Portland. We even created this Portland hit list to help you plan your visit.

Book your hotel room by August 11, 2017 to take advantage of the PREX discount rate

Plans and Pricing

Registration is open at a rate of $995. Act now to ensure PREX17 is in your continuing education plans for the coming year.

Contact us for group rate. For a list of FAQ’s about the conference, view here.

Standard Pricing

Registration Closes Sept 9, 2017
$995/per
  • Two Days of Conference with Meals Included

  • Networking Welcome Reception and Conference Dinner

  • Zapproved User Group (for current customers)

  • 10.5 CLE Credits Available to Date

Group Pricing

Group Rate Available
2+ People From Same Organization
  • Two Days of Conference with Meals Included

  • Networking Welcome Reception and Conference Dinner

  • Zapproved User Group (for current customers)

  • Use code: PREXTEAM

  • 10.5 CLE Credits Available to Date

PREX17 sponsors include

We invite you to join a committed group of sponsors to support PREX17, the Premier Conference for In-House E-Discovery Professionals.

Contact us here for sponsorship opportunities.

What Our Attendees Are Saying

Don’t just take it from us, let the attendees do the talking!

“PREX stands out as a venue where every presentation is “top of the line,” offering information to faculty and attendees on current and contemplated topics related to preservation. PREX is a definite “must attend” on an annual basis.

Hon. Ronald J. Hedges

Member Litigation and Dispute Resolution Practice Group, Dentons

“The PREX conference in September of each year is one that I place on my calendar as a “recurring event” that I will be attending. Each year I’m amazed by their expansion of the eDiscovery legal hold issues raised, as well as the quality of their speakers, both inside and outside the legal profession. Their commitment to quality content, first-class networking events, and fostering a community of eDiscovery legal hold professionals always makes the decision for me to attend very easy.”

Michael R. Arkfeld, Esq.

Principal, Arkfeld and Associates

“I would attend PREX anywhere for the quality of its faculty and its depth of practical thought and valuable takeaways. That PREX is also set in Portland at its loveliest time of year makes it irresistible.”

Craig Ball

Board certified trial lawyer, certified computer forensic examiner, electronic evidence expert, and award-winning columnist

Make the case

Need tips to win budget approval and convince your boss that PREX17 is not-to-be missed? Here are four good reasons. We hope to see you in September!

  • Fit a ton of learning into just a few days

PREX strategy and practical sessions deliver insights and best practices you can use immediately to improve your legal preservation process. Attend to advance your understanding of sustainable e-­discovery processes and secure your future. 10.5 CLE Credits Available to Date.

  • Hear from leading jurists, lawyers and in­-house practitioners in e-discovery

PREX experts share personalized ways to improve litigation response, data preservation and collection processes. Past attendees say these proceedings contain concrete tips they can use to boost their e-discovery success.

  • Network with legal professionals facing similar challenges

PREX attendees connect with the whole community about how to solve e-discovery issues. Connections may happen during sessions, or over breakfast, lunch or a glass of wine. Meet the speakers and swap ideas with others facing similar challenges.

  • Return to the office Monday with a to-do list

PREX arms you with valuable education, peer connections and best practices to help you create a smoother, more defensible preservation process. Take this wealth of wisdom back to the office to establish a “culture of compliance” across your company.

Frequently Asked Questions

Can I register in person at the event?

Yes, if space is still available, but it is recommended to register in advance to ensure your place.

Will the program be CLE accredited?

Yes, 10.5 CLE credits available to date.

Will registration close at any point?

Due to the popularity of the conference, we recommend that attendees register early as our conference space is limited. We expect the conference to sell out.

What is included in my registration fee?

Access to PREX17 includes two days of sessions with industry experts and leading jurists. The program will begin at 6pm on Tuesday, September 12, and will end at 5pm on Thursday, September 14. Registration fee includes admission, and all food and beverage during the sessions.

Does the registration fee include travel costs for the conference?

All travel costs including air and hotel accommodations are the responsibility of the attendee.

What forms of payment will you accept for the Conference fee?

Our registration page will process credit card payments from Visa, MasterCard, American Express and Diners Club. When needed, special arrangements can be made for payment by check.

If I can't attend can I substitute my registration?

Yes. You can substitute your registration to another colleague within your company by logging into the registration system and editing the attendee name.

What if I have to cancel?

Registration cancellations received by 5:00 PM (PT) on Friday, September 1, 2017 will be refunded.

Where will the conference be held?

The Portland Art Museum, Mark Building, 1119 SW Park Avenue, Portland, Oregon 97205

Where will I find conference accommodations?

Two separate blocks of hotel rooms have been reserved near the conference venue at discounted rates. Hotel block information for The Heathman and Paramount Hotels can be found on the conference website. For other options visit www.travelportland.com.

Into what airport should I fly?

Portland International Airport (PDX) is 13 miles from the conference venue in downtown Portland.

How do I get to the hotel from the airport?

If you plan to drive, or travel by taxi, you can anticipate a 20 minute travel time. The conference venue is easily accessible from the airport via public transportation. Taxis are readily available and Portland’s commuter train, MAX (www.trimet.org/max/) can take you from the airport to the hotel (exit at Galleria/SW 10th Avenue).

What kind of weather should I expect?

The weather in Portland is beautiful in mid-September. The average high temperature is 77° and the average low temperature is 50°. You can expect sunny days, but bring a light sweater or jacket for the evenings. However, it is the Pacific Northwest, so rain is always a possibility.

Is there a dress code?

Business casual attire is appropriate for all functions related to the PREX17.

Don't Be Shy

If we didn’t answer all of your questions, feel free to drop us a line anytime.

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