Cultivating Ediscovery Excellence

September 25 – 27, 2018  |  Portland, OR

Cultivating Ediscovery Excellence

September 25 – 27, 2018  |  Portland, OR

Ideas, strategies, and solutions to guide you

PREX 2018 offers three concurrent educational tracks on topics that are driving ediscovery forward.

CLEs are available for all tracks.

Big Picture Track

  • Innovative ideas
  • Engaging debates
  • Thought leadership

Best Practices Track

  • Actionable insights
  • Hands-on coaching
  • Peer case studies

Tech Track

  • Practical tips
  • 1:1 guidance
  • Technical demos

Pre Conference Events – Tuesday, September 25, 2018

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8:00 a.m. - 4:00 p.m.

Zapproved User Group

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6:00 p.m. - 8:00 p.m.

PREX Reception

Day 1 – Wednesday, September 26, 2018

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7:30 a.m. - 8:30 a.m.

Breakfast

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8:30 a.m. - 8:45 a.m.

PREX Welcome

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8:45 a.m. - 9:30 a.m.

Keynote

The Power of Social Media on Justice and Society

Having moved from the bench to in-house counsel at the 2-billion-strong social media platform offers unique insights in the interplay of how citizens interact with their governments — and vice versa. Social media has transformed how our society operates from closing distances between faraway family and friends to providing a path to empowerment as witnessed by the movements such as #metoo. However, the platform is also open to manipulation with the potential to impact on democracy, justice and our trust of the media. We will explore these topics in a wide-ranging fireside chat with Judge Grewal who will share his observations from his time on the bench in the heart of Silicon Valley and now as a leader in Facebook’s legal team.

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Hon. Paul Grewal, Vice President and Deputy General Counsel for Litigation, Facebook

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9:30 a.m. - 9:45 a.m.

Break

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9:45 a.m. - 10:45 a.m.

Breakout 1

Next Gen EDRM: Meet the Ediscovery Model of the Future

In the 13 years since the EDRM was first introduced, technology and communication platforms have evolved. It’s time for the model to reflect those changes. This session will consider a new EDRM paradigm offering a streamlined approach to corporate ediscovery and litigation response.

Ready, Set, Go: Assessing Your Litigation Readiness Plan

Before you can map out a plan for success, you need to understand your current situation. During this hands-on workshop, we’ll help you conduct a litigation readiness assessment for your organization and suggest follow up sessions that can help you bridge the identified gaps.

OMG, SMS & ESI: Preserving & Collecting from Mobile Devices

How does one craft a discovery request for text messages? What are the different techniques for preservation, collection and review of mobile data? When does it make sense to complete a full forensic collection on a mobile device? This session will deliver foundational information and practical examples of process and policy management for mobile devices in ediscovery.
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10:45 a.m. - 11:00 a.m.

Break

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11:00 a.m. - 12:00 p.m.

Breakout 2

Ask Judges Anything (AJA) - The Audience Q&A Is Now in Session

How will the court judge your ediscovery process? Are your preservation efforts proportional? Will your data retention efforts satisfy GDPR requirements in the eyes of the bench? This open call session with our panel of esteemed judges allows you to ask the questions most relevant to your litigation readiness strategy.

Knights of the Roundtable: Discover Defensible Best Practices from Your Peers

Connect with your peers on best practices for litigation readiness — from data retention policies through data disposition — in a collaborative, roundtable format. This session will be presented by your peers in the enterprise trenches, and will offer best practices for archiving and managing data, identifying trigger events, scoping holds, deploying preservation processes, and more.

Slack It to Me: Your Action Plan for Collaboration Platforms

Slack is quickly replacing email as a preferred communication platform for businesses. How does the proliferation of internal collaboration platforms impact ediscovery? This session examines the obligations, challenges and execution strategies for companies to identify, preserve and collect data from internal messaging apps.
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12:00 a.m. - 1:00 p.m.

Lunch

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1:00 p.m. - 2:00 p.m.

Breakout 3

Discovery 2025: Prepping for a Post-Email Environment

Email may dominate the corporate landscape today, but emerging channels like Slack are rapidly gaining traction and presenting new challenges for preservation, collections, and review. What are you doing to prepare for the inevitable? In TED fashion, three ediscovery innovators will share their strategies for defensible preservation and discovery in a post-email workplace.

Legal Hold Hot Seat: Expert Tips to Improve Hold Notifications & Response Rates

Want to improve custodian response rate? Maybe your legal hold notification needs a refresh. Grab a red pen and join us for this interactive session where we will critique a variety of hold notifications and provide practical tips to maximize their effectiveness.

How to Bridge the Gaps in Office 365 Advanced Ediscovery

Office 365 has become the business standard for office software, but in terms of ediscovery, there are gaps in what it can provide. In an effort to uncover the pros and cons of utilizing O365 for specific collection, review and processing tasks, we’ll look at where the gaps are and when to employ alternative strategies to satisfy ediscovery responsibilities.
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2:00 p.m. - 2:15 p.m.

Break

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2:15 p.m. - 3:15 p.m.

Breakout 4

The Changing Face of Legal: Meet the In-House Team of Tomorrow

Does your team have a data privacy officer? What about an embedded IT professional or legal operations manager? These new titles and skill sets are changing the composition of high-performing corporate legal departments. Learn how to keep pace and recruit the talent needed to meet the challenges of tomorrow.

Outside In: Identifying the Ideal Discovery Projects to Insource

The most cost-effective legal teams manage 40-60% of their work in-house, but understanding which projects to tackle in-house and which ones to outsource can be a challenge. Join your peers for an engaging discussion about how and when to engage outside service providers to achieve the right balance of cost, risk, and control.

The Art of Endpoint Collections

Implementing endpoint collections isn’t a ‘plug and play’ process — to construct an effective collections playbook, you’ll need to understand the options and strategies available to you, and how to artfully apply them. This session will present the Traditional, Cloud and Targeted Search/ECA approaches in a hands-on demonstration.
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3:15 p.m. - 3:45 p.m.

Break

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3:45 p.m. - 4:00 p.m.

Corporate Ediscovery Heroes

Get to know the 2017 & 2018 Ediscovery Heroes. Find out how these talented practitioners are helping to solve today’s biggest ediscovery challenges and pave the way to a better future at their organization.

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4:00 p.m. - 5:00 p.m.

Keynote

Analyzing Politics, Media, and the Law

Toobin provides a unique look into the inner workings of the Supreme Court and its influence, as well as how upcoming elections will shape the court and, in turn, the nation. His relaxed style, sense of humor, and unprejudiced, forthright analysis make for a fascinating presentation.

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Jeffrey Toobin, CNN chief legal analyst and The New Yorker staff writer

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6:00 p.m. - 9:00 p.m.

Conference Dinner

Day 2 – Thursday, September 27, 2018

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7:30 p.m. - 8:30 p.m.

Breakfast

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8:30 a.m. - 9:30 a.m.

Keynote

Unreasonable Doubt: Inside The Innocence Project’s Mission to Overturn Wrongful Convictions

The criminal justice system can make mistakes. The Northern California Innocence Project (NCIP), a non-profit with a mission to protect the rights of the innocent, works to fix them. Since 2001, the NCIP has attained justice for 23 wrongfully convicted people who collectively have spent over 297 years in prison.

During this illuminating keynote, Linda Starr, NCIP’s co-founder and Executive Director, will discuss the organization’s difficulties with obtaining evidence in a criminal justice system where evidence retention is decentralized, not uniform, and haphazard. Obie Anthony III, an exoneree who lost 17 years to wrongful incarceration, will join Ms. Starr to tell his story and the obstacles he faced in seeking justice. Together, they will discuss the systemic flaws in our criminal justice system – from incentivized informants to a lack of data collection – and explore ideas that will help modernize the system and bring about key reforms needed to prevent future injustices. Join us in brainstorming ediscovery solutions that will improve evidence retention and data collection.”

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Linda Starr, Executive Director, Northern California Innocence Project, and Clinical Professor

Obie Anthony III, Founder, Exonerated Nation Nonprofit Organization

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9:30 a.m. - 9:45 a.m.

Break

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9:45 a.m. - 10:45 a.m.

Breakout 5

Life After GDPR: Early Fallout and the Path Forward

The ramp up to GDPR compliance was filled with fear, uncertainty, and doubt. How has that translated into practical outcomes such as preservation and collection across borders? This session will examine ediscovery takeaways from the first four months after the launch of GDPR and discuss how the 2019 EU ePrivacy Directive will alter the current course of ediscovery and compliance.

Counseling Counsel: Winning Strategies for Negotiating Proportional Discovery Terms

Review is the most expensive and time-consuming stage of discovery. Your greatest tool for managing these costs is scoping the project in advance and negotiating proportional discovery terms and guidelines. In this TED style session, expert negotiators will share their tips for negotiating a proportional scope of discovery.

Identifying the Signal in the Noise: Identifying the Right KPIs

Everyone knows metrics are important — but in a vast sea of options, which ones provide the most actionable insights? This session will demonstrate how to identify your crucial KPIs and explore how technology can be leveraged to estimate, control, and manage litigation and ediscovery budgets, timelines, and outcomes.
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10:45 a.m. - 11:00 a.m.

Break

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11:00 a.m. - 12:00 p.m.

Breakout 6

The ABCs of ROI: Making the Case for In-House Ediscovery

Corporate teams are facing pressure to reduce ediscovery costs but many don’t know where to begin. To shed some light on the subject, an ROI research firm conducted a study to measure the financial impact of key process changes, such as automating data preservations and reviewing small matters in-house. Attend this session to discover the jaw-dropping results.

Culling Academy: Expert Instruction for First Pass Processing & Review

You’ve got a virtual haystack of data – now it’s time to cull the collection so you can reduce review costs. During this session, you’ll get proven tactics for how to defensibly cull data sets and hands-on guidance for how to put those strategies to work to find the needle in your haystack.

Checked Off: 10 Requirements for an Effective Proof of Concept

At face value all software options deliver an impressive array of capabilities, but, as we’ve all experienced, the results don’t always live up to the promise. In order to simplify an increasingly complex process we’ll distill your evaluation process of ediscovery software into a ten step checklist to inform your decision making process.
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12:00 p.m. - 1:00 p.m.

Lunch

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1:00 p.m. - 2:00 p.m.

Breakout 7

Breached! What’s Your Cybersecurity Response Plan?

There is a lot of talk about strategies to prevent your data but what about your response plan if a breach does happen? Minimizing risk is essential, but just as critical for your litigation readiness plan is how to adjust your processes and measures in response. Our panel of security experts will walk us through the steps and considerations following exposure.

Case Closed! What to Do After Your Matter is Resolved

The last mile is often the hardest, and ediscovery is no exception. Attend this session to get a framework for properly closing out a matter after it has been resolved. You’ll walk away with a checklist of essential final steps, from closing legal holds and notifying custodians to restoring standard preservation policies and disposing of data that’s past its prime.

Reducing Costs with an Ediscovery Data Warehouse

One of the biggest inefficiencies in the ediscovery process occurs when teams collect, process, and review the same data multiple times for multiple projects. Attend this session to learn how an ediscovery data warehouse can help by providing a secure, accessible location for your team to manage this data, reducing costs and accelerating timelines.
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2:00 p.m. - 2:15 p.m.

Break

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2:15 p.m. - 3:00 p.m.

Wrap Session: All the Pieces Matter

From big ideas and process details to strategic planning and technology applications, you’ve spent the last couple days gaining insight into best practices across the ediscovery spectrum – now it’s time to turn it into action. Sewing together the lessons learned from our tracks, this session is perfect for developing your action plan going forward. Whether you’re connecting back with your team members after a ‘divide and conquer’ conference approach, or flying solo as the point person who has to distill takeaways for the team back at the office, this ‘wrap session’ will present the architecture you’ll need to better your ediscovery outcomes.

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3:00 p.m. - 4:00 p.m.

The People’s Court: Point, Counterpoint, Judgment

In this interactive session, the audience is the judge. In a series of five head-to-head matchups, lawyers will debate divisive ediscovery points during 10 minute rapid fire debates, with the audience voting for which side makes the most compelling argument. Which outcome will triumph when you hold the gavel?

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5:00 p.m. - 7:00 p.m.

Conference Dinner

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“The conference content was amazing … my head is still spinning from all the new ideas and information.”

Carolyn Bragiel
Advisor, Legal Ediscovery Team, Cardinal Health

Need approval to attend? Convince your boss.

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