Advanced ediscovery Institute

Transcription

1 BY PO BAC PU K I LA N D RD C EM AN D! 12TH ANNUAL Advanced ediscovery Institute NOVEMBER 19 20, 2015 T H E J W M A R R I O T T, W A S H I N G T O N, D C G E ORG ETOW N LAW C O N T I N U I N G L E G A L E D U C AT I O N CLE Up to 9.25 CLE credit hours (based on a 60-minute credit hour), including an optional 1.0 hour of ethics / Up to 11.1 CLE credit hours (based on a 50-minute credit hour), including an optional 1.2 hours of ethics

2 Conference Schedule Thursday, November 19 7:30 8:15 am Registration & Breakfast 8:15 8:30 am Welcome & Introductions Tiffany Joly, Program Attorney Why Attend? The 12th Annual Advanced ediscovery Institute will provide the information, resources, and industry connections you need to effectively manage the electronic discovery process, from A to Z Advancing the Tools of the Trade to learning What Gen Z Knows that You Don t. The 2015 Institute will bring you up to speed on: The implementation of the revised FRCP Solutions for dealing with increasingly large amounts of data Best practices for delivering cost-effective services Strategies for negotiating with your team, clients, and opposing counsel With 26 sessions, this year s program will cover a wide range of topics from tech (BYOD, cloud data, social media), to process (proportionality, preservation, privilege), to professionalism (project management, negotiation, business development). This conference will satisfy your search for the latest and most advanced information on ediscovery. This program will be available via live webcast (subject to change). For more information, visit: 8:30 9:30 am Keynote Address Christopher Surdak, Author of Data Crush, International Book of the Year, 2014 Learn from Christopher Surdak, renowned futurist, tech expert, and author of Data Crush: How the Information Tidal Wave Is Driving New Business Opportunities, the art of navigating disruption, turbulence, and innovation in the tech industry. Prepare for major change as predictive technology becomes persuasive, information trumps capital, and start-ups become influential corporations. 9:30 9:45 am Networking Break 9:45 11:00 am ediscovery 2020 Laura M. Kibbe (Moderator) Christopher Surdak (Keynote Speaker) Daniel Martin Katz, Associate Professor of Law, Illinois Tech - Chicago Kent College of Law Wayne Matus, Managing Director, UBS Dena Sharp, Girard Gibbs LLP Marc Teerlink (Invited), Chief Business Strategist, IBM Watson Group Paul D. Weiner, Littler Mendelson PC Explore the future of ediscovery as Christopher Surdak joins a panel of industry experts to discuss the impact of disruptive technology on the legal profession. 11:00 11:10 am Networking Break This symbol indicates sessions that will be webcast.

3 11:10 am 12:10 pm New Rules: Battleground Issues Thomas Y. Allman (Moderator), Senior Vice President and General Counsel (Ret.), BASF Corporation William P. Butterfield, Hausfeld LLP Hon. James C. Francis IV, Magistrate Judge, U.S. District Court for the Southern District of New York Hon. Elizabeth Laporte, Magistrate Judge, U.S. District Court for the Northern District of California Robert L. Levy, Counsel, Civil Justice Reform and Law Technology, Exxon Mobil Corporation Robert D. Owen, Sutherland, Asbill & Brennan LLP Examine issues left unresolved when the revised Federal Rules of Civil Procedure go into effect on December 1st Weigh the impact of the amendments on the practice of ediscovery Anticipate points of contention as the new Rules are promulgated 12:10 1:30 pm Lunch 1:30 2:30 pm CONCURRENT SESSIONS Session A Debating Rule 37(e): Round One or Closing Arguments? Hon. Frank Maas (Moderator), Magistrate Judge, U.S. District Court for the Southern District of New York John M. Barkett, Shook, Hardy & Bacon LLP Elizabeth J. Cabraser, Lieff Cabraser Heimann & Bernstein LLP Alitia Faccone, Wilentz, Goldman & Spitzer, PA Kim Newman (Invited), Associate General Counsel and Senior Vice President, Director of ediscovery Legal & Operational Teams, Bank of America Daniel S. Robinson, Robinson Calcagnie Robinson Shapiro Davis, Inc.»Consider» revised Rule 37(e) in light of problems solved and issues on the horizon»examine» alternative outcomes when applying Rule 37(e) to historic decisions»contemplate» the practical impact of the new Rules on your day-to-day practice Session B Outsmarting Smartphones: Understanding Mobile Device Discovery Dan Regard (Moderator), Managing Director, idiscovery Solutions Warren Kruse, Vice President, Data Forensics, Altep, Inc. Eric Mazur, Managing Director, Forensic Technology Services, Huron Consulting Group Mark E. Michels, Deloitte LLP Daniel E. Roffman, Managing Director, FTI Consulting Capture trends within evolving sources of electronic information Anticipate challenges in collecting and processing ESI from mobile technology Gain a technical understanding of the procedures used to preserve data from mobile devices Session C Search 2020: Advancing the Tools of the Trade Gilbert S. Keteltas (Moderator), BakerHostetler Jason R. Baron, Drinker Biddle & Reath LLP Eric Lieber, Director of Legal Technology, Toyota Motor Sales, USA Dera J. Nevin, Proskauer Rose LLP Herbert L. Roitblat, OrcaTec LLC Evaluate the effectiveness of the tools currently used to find relevant and responsive documents Obtain better outcomes by surveying trends in emerging technology and search methodology Predict the benefits and costs associated with developments in search during the next five years Session D Straddling the Firewall: In-House and Outside Counsel Team Up Sherry B. Harris (Moderator) Allison L. Brecher, Senior Litigation Counsel & Director of Information Management, Marsh & McLennan Companies, Inc. Wendy Butler Curtis, Orrick, Herrington & Sutcliffe LLP Kelly G. Clay, Director, Information Management, GlaxoSmithKline Edward Rippey, Covington & Burling Learn how to create a seamless partnership between counsel to build an effective and efficient discovery plan Account for changes in business models, technology, and case management Review points of conflict and receive suggestions for strengthening the relationship 2:40 3:40 pm CONCURRENT SESSIONS Session A The New Discovery Diet: Waste Reduction through Effective Project Management Karin Scholz Jenson (Moderator), Baker- Hostetler Dawson Horn, Associate General Counsel and Vice President, American International Group, Inc. Lea Malani Bays, Robbins Geller Rudman & Dowd LLP Jaime Myers, Caterpillar Inc. Hon. Derek P. Pullan, Utah Fourth District Court, Trial Court of General Jurisdiction Understand which Rules streamline discovery through enhanced cooperation and efficiency Analyze in detail amendments to Rules 1, 4, 16, 26, 34 Learn how to incorporate the strategies behind the Rule amendments into your ediscovery #GeorgetownAEDI

4 Session B Cloud Computing: Solutions to Data Cumulus Jonathan M. Palmer (Moderator), Assistant General Counsel, Microsoft Corporation Michael E. Klein, Assistant General Counsel, Altria Client Services Inc. Eric P. Mandel, Zelle Hoffman Voelbel & Mason LLP Carmen Oveissi Field, Deloitte Transactions & Business Analytics LLP Chris Weitz, Executive Engagement Leader, Industrial Internet, GE Software Approach your discovery plan with a detailed understanding of cloud-based information sharing Learn the processes used to manage ESI and receive tips on retrieving data from the cloud defensibly Assess proactive measures that simplify cloud data retrieval Session C Don t Get Stuck in TAR: Avoid the Big Issues in Predictive Coding David R. Cohen (Moderator), Reed Smith LLP Thomas C. Gricks III, Managing Director, Professional Services, Catalyst Maura R. Grossman, Wachtell, Lipton, Rosen & Katz Charles Kellner, Senior Vice President, Consulting & Discovery Engineering, D4 LLC Hon. Andrew J. Peck, Magistrate Judge, U.S. District Court for the Southern District of New York Examine multiple perspectives on TAR learn the sticking points for judges and practitioners Avoid costly issues raised by opposing counsel related to consent, seed sets, and standards of review Learn to implement techniques that make cooperation truly feasible and beneficial This symbol indicates sessions that will be webcast. Session D Trending Now: #CrossBorder ediscovery Jeane A. Thomas (Moderator), Crowell & Moring LLP Patrick J. Burke, Seyfarth Shaw LLP Amor Esteban, DLA Piper LLP Richard J. Hood, The Hood Law Firm Taylor Morgan Hoffman, Global Head of ediscovery, Swiss Re Consider how your firm and clients are directly and indirectly affected by global information sharing Navigate international legal conflicts related to privacy, custody, preservation, and production Receive recommendations on tech tools and litigation strategies for multilanguage projects 3:40 4:00 pm Networking Break 4:00 5:00 pm CONCURRENT SESSIONS Session A Proportionality in Practice Moze Cowper (Moderator), The Beverly Hills Litigation Group Aaron Crews, Senior Associate General Counsel, Global Head of ediscovery, Walmart Stores, Inc. John J. Rosenthal, Winston & Strawn LLP Hon. Craig B. Shaffer, Magistrate Judge, U.S. District Court for the District of Colorado Ariana J. Tadler, Milberg LLP Identify strategies for implementing the newly revised Rule 26 into your practice Learn from in-house and outside counsel how to collaboratively build the case for proportionality»» Compare methods for negotiating terms and presenting proportionality arguments to the court Session B BYOD: What s Mine is Yours? Peter Pepiton (Moderator), Dinsmore & Shohl LLP Susan Hammond, Senior Vice President and General Counsel, Records, ediscovery & Forensics Operations, Regions Financial Corporation Heather Kolasinsky, Legal Counsel, Humana Inc. Ronni D. Solomon, King & Spalding Prepare for the risks associated with bringing your own device to the workplace Survey the options available when personal and proprietary information is commingled Learn what to include in policies surrounding mandatory BYOD Session C Check Your Sources: Understanding the Technical Aspects of Data Collection Robert A. Eisenberg (Moderator), Strategic Consultant, Complete Discovery Source Christopher Liwski, Senior Corporate Counsel, Sanofi US Annika K. Martin, Leif Cabraser Heimann & Bernstein LLP Tom Morrissey, Senior Director, IT Legal Operations & ediscovery, Purdue Pharma LP Timothy M. Opsitnick, Founder and General Counsel, Jurinnov Ltd. Drill down on the topic of non-traditional data sources from databases to social media Map your litigation process keeping in mind emerging technology, commingled data, and multi-functional devices Understand how to request, preserve, and collect ESI with a comprehensive understanding of where data comes from Session D An Ounce of Prevention: Reducing Cost through Information Management Matthew I. Cohen (Moderator), AlixPartners LLP Mira Edelman, Google Corporation Ronké Ekwensi, Duff & Phelps Lorrie L. Luellig, Ryley Carlock & Applewhite, PC Cheryl Strom, Senior Manager, Records Information, McDonald s Corporation Hon. David J. Waxse, Magistrate Judge, U.S. District Court for the District of Kansas Consider a holistic approach to litigation readiness including strategies for cost control

5 Analyze specific policies on record management, defensible data deletion, and legal holds Outline recommendations that will account for the true scope of litigation readiness 5:00 6:00 pm Cocktail Hour Sponsored by Navigant Consulting, Inc. 6:00 7:30 pm Institute Reception (Ticketed) Co-sponsored by The Electronic Discovery Institute, Inc. Join fellow Institute participants for networking while enjoying live entertainment The Institute Reception is a ticketed event. See our Institute Sponsors for tickets, or [email protected] to purchase your ticket directly Friday, November 20 7:45 8:30 am Breakfast 8:30 9:45 am Case Law Update Ken Withers (Moderator), Deputy Executive Director, The Sedona Conference Hon. Gail A. Andler, Judge, Superior Court of Orange County, California Hon. Herbert B. Dixon, Jr., Associate Judge, Superior Court of the District of Columbia Hon. Paul S. Grewal, Magistrate Judge, U.S. District Court for the Northern District of California Hon. Paul W. Grimm, District Judge, U.S. District Court for the District of Maryland Hon. Frank Maas, Magistrate Judge, U.S. District Court for the Southern District of New York Hon. Kristen L. Mix, Magistrate Judge, U.S. District Court for the District of Colorado Hon. Thomas I. Vanaskie, Circuit Judge, U.S. Court of Appeals for the Third Circuit The judges responsible for making case law will guide you through the most significant ediscovery cases from :45 10:10 am Networking Break 10:10 11:10 am CONCURRENT SESSIONS Session A Privilege Solved: Streamline the Review Process Philip J. Favro (Moderator), Recommind Inc. Hon. John M. Facciola, Magistrate Judge (Ret.), U.S. District Court for the District of Columbia David M. Greenwald, Jenner & Block LLP Seth A. Katz, Burg Simpson Eldredge Hersh & Jardine, PC Jonathan M. Redgrave, Redgrave LLP Identify best practices for handling privilege review in light of new Rules, case law, and technology Obtain practical solutions from expert panelists to help you streamline the process and reduce costs Analyze key provisions essential for every ESI protocol and 502(d) order Session B Native Production: A Viable Alternative? Ronald J. Hedges (Moderator), Ronald J. Hedges, LLC Craig D. Ball, Law Offices of Craig D. Ball, P.C. Hon. Paul S. Grewal, Magistrate Judge, U.S. District Court for the Northern District of California David Kessler, Norton Rose Fulbright US LLP Charisma Starr, Legal Technology Manager, Exelon Corporation Learn how advanced technology has revived the debate on the use of native production format Determine whether former objections have been rendered obsolete Thanks to Our Institute Sponsors: Altep, Inc. Bloomberg BNA Catalyst Repository Systems Deloitte LLP Driven, Inc. FTI Technology Integreon Iris Data Services kcura Kiersted Systems KPMG LLP Compare the advantages and disadvantages of native production with other forms currently in use Session C Frying Pan to Fire: Presenting ESI to Judge and Jury Mark L. Austrian (Moderator), Kelley Drye & Warren LLP Ryan H. Flax, Managing Director of Litigation Consulting and General Counsel, A2L Consulting Elizabeth A. Foley, Trial and Jury Consultant, Beth Foley Consulting, Inc. Matthew T. Pierce, Director, Impact Trial Consulting Learn how to translate data post-production into effective and meaningful evidence Avoid pre-trial confusion by selecting the right software, accounting for new evidence, and flagging admissibility issues Analyze the presentation of evidence from multiple perspectives Session D Hacks and Attacks: Effective ediscovery in Response to Data Breaches Adam I. Cohen (Moderator), Managing Director, Berkeley Research Group John T. Bandler, Assistant District Attorney, New York County District Attorney s Office Serge Jorgensen, President, The Sylint Group Randi W. Singer, Weil, Gotshal & Manges LLP Review specially crafted hypotheticals to analyze increasingly common cybersecurity scenarios Understand sources of ESI critical to data breach ediscovery Learn how to address forensic challenges unique to ediscovery in cybersecurity cases Kroll Ontrack Logikcull Navigant Consulting, Inc. Nexidia, Inc. NightOwl Discovery Nuix North America Inc. Recommind, Inc. Symantec The LDiscovery Companies Zapproved Inc.

6 Online Features! Bonus On-Demand This add-on includes access to all recorded sessions post-program. With 20 breakout sessions to choose from, this is an opportunity for you to benefit from all that the Institute has to offer. You may receive up to 15.0 CLE credit hours for new sessions online! Live Webcast If you cannot join us in person, watch the conference conveniently from your office. For the first time we are live webcasting and recording every session! 11:20 am 12:20 pm CONCURRENT SESSIONS Session A Privileged Information: Government Perspectives on Key ediscovery Issues Allison C. Stanton (Moderator), Director of E-Discovery, FOIA & Records, Civil Division, U.S. Department of Justice Celeste Chase, Assistant Regional Director, Securities and Exchange Commission Tracy Greer, Senior Litigation Counsel for Electronic Discovery, Antitrust Division, U.S. Department of Justice Deborah Morris, Deputy Enforcement Director, Consumer Financial Protection Bureau David Shonka, Principal Deputy General Counsel, U.S. Federal Trade Commission Consider whether and how to negotiate discovery demands with government agencies Increase your knowledge of the post-production process learn what is most important to government agencies Clarify the level of transparency required for scope, production, privilege, preservation, use of search, and compliance Session B What Gen Z Knows that You Don t Michelle Greer Galloway (Moderator), Cooley LLP Jim Donahue, Vice President, Hanzo Archives Adam C. Losey, Foley & Lardner LLP Hon. Kristen L. Mix, Magistrate Judge, U.S. District Court for the District of Colorado Lauren Schwartzreich, ediscovery Counsel, Littler Mendelson PC Recognize new and emerging forms of social media and the obstacles to capturing associated data Examine challenges associated with impermanent technology Learn best practices related to collecting, preserving, and reviewing ESI from social media platforms Session C We Can Work It Out: Dispute Resolution for ediscovery Steven C. Bennett (Moderator), Park Jensen Bennett LLP Hon. J. Mark Coulson, Magistrate Judge, U.S. District Court for the District of Maryland Tina O. Miller, Farrell & Reisinger LLP Karl A. Schieneman, President, Review Less Identify cost effective alternatives to court resolution of discovery disputes Consider the relative advantages of special masters vs. court-appointed mediators Using hypotheticals, learn to apply protocol and procedures to disputed matters Session D An Ounce of Preservation: Avoiding End of the Line Costs Michael E. Lackey Jr. (Moderator), Mayer Brown LLP Daniel Kulakofsky, Associate Group General Counsel, Travelers Indemnity Co. Cecil Lynn, Director of Global ediscovery & Technology, PayPal Hon. Thomas I. Vanaskie, Circuit Judge, U.S. Court of Appeals for the Third Circuit Control the time and cost of ediscovery with well-developed, replicable processes Account for problems related to data sources, custodians, legal holds, and judicial guidelines»» Consider implementing best practices on information governance in advance of litigation 12:20 12:50 pm Boxed Lunch 12:50 1:50 pm Ethical Traps in the Amendments to the Federal Rules Kevin F. Brady (Moderator), Redgrave LLP Hon. Herbert B. Dixon Jr., Associate Judge, Superior Court of the District of Columbia Joseph P. Guglielmo, Scott + Scott, Attorneys at Law LLP Jennifer Hamilton Koger, John Deere Patrick L. Oot, Shook, Hardy & Bacon LLP Together with experts versed in professional responsibility as it relates to ediscovery, examine the ethical issues that could arise before and during discovery, including Rule 26 conferences (Model Rules 1.6 and 3.4); initial client communications (Model Rules 1.4, 1.16 and 1.18); and legal holds (Model Rules 1.1, 5.1 and 5.3). 2:00 3:30 pm Judicial Roundtable Hon. John M. Facciola (Moderator), Magistrate Judge (Ret.), U.S. District Court for the District of Columbia Hon. J. Michelle Childs, District Judge, U.S. District Court for the District of South Carolina Hon. J. Mark Coulson, Magistrate Judge, U.S. District Court for the District of Maryland Hon. James C. Francis IV, Magistrate Judge, U.S. District Court for the Southern District of New York Hon. Elizabeth Laporte, Magistrate Judge, U.S. District Court for the Northern District of California Hon. Douglas E. Miller, Magistrate Judge, U.S. District Court for the Eastern District of Virginia Hon. Andrew J. Peck, Magistrate Judge, U.S. District Court for the Southern District of New York Hon. Derek P. Pullan, Utah Fourth District Court, Trial Court of General Jurisdiction Hon. Craig B. Shaffer, Magistrate Judge, U.S. District Court for the District of Colorado Hon. David J. Waxse, Magistrate Judge, U.S. District Court for the District of Kansas Moderated by Retired Federal Magistrate Judge John Facciola, a distinguished panel of judges, comprised of Institute veterans and new jurists, will consider the latest developments in ediscovery and predict future trends in the legal profession. 3:30 pm Adjournment

7 Judges & Advisory Board Keynote Presenter Christopher Surdak, Author of Data Crush, International Book of the Year, 2014 Judges Hon. Gail A. Andler, Judge, Superior Court of Orange County, California Hon. J. Michelle Childs, District Judge, U.S. District Court for the District of South Carolina Hon. J. Mark Coulson, Magistrate Judge, U.S. District Court for the District of Maryland Hon. Herbert B. Dixon Jr., Associate Judge, Superior Court of the District of Columbia Hon. James C. Francis IV, Magistrate Judge, U.S. District Court for the Southern District of New York Hon. Paul S. Grewal, Magistrate Judge, U.S. District Court for the Northern District of California Hon. Paul W. Grimm, District Judge, U.S. District Court for the District of Maryland Hon. Elizabeth Laporte, Magistrate Judge, U.S. District Court for the Northern District of California Hon. Frank Maas, Magistrate Judge, U.S. District Court for the Southern District of New York Hon. Douglas E. Miller, Magistrate Judge, U.S. District Court for the Eastern District of Virginia Hon. Kristen L. Mix, Magistrate Judge, U.S. District Court for the District of Colorado Hon. Andrew J. Peck, Magistrate Judge, U.S. District Court for the Southern District of New York Hon. Derek Pullan, Utah Fourth District Court, Trial Court of General Jurisdiction Hon. Craig B. Shaffer, Magistrate Judge, U.S. District Court for the District of Colorado Hon. Thomas I. Vanaskie, Circuit Judge, U.S. Court of Appeals for the Third Circuit Hon. David J. Waxse, Magistrate Judge, U.S. District Court for the District of Kansas Planning Committee Co-Chairs Sherry B. Harris, Richmond, VA Laura M. Kibbe, New York, NY Planning Committee William P. Butterfield, Hausfeld LLP, Adam I. Cohen, Berkeley Research Group, New York, NY David R. Cohen, Reed Smith LLP, Pittsburgh, PA Gilbert S. Keteltas, BakerHostetler, Mark E. Michels, Deloitte LLP, San Jose, CA Herbert L. Roitblat, OrcaTec LLC, Atlanta, GA John J. Rosenthal, Winston & Strawn LLP, Ariana J. Tadler, Milberg LLP, New York, NY Jeane A. Thomas, Crowell & Moring LLP, Advisory Board Founding Chair Robert A. Eisenberg, Complete Discovery Source (CDS), New York, NY Advisory Board Co-Chairs Kevin F. Brady, Redgrave LLP, Hon. John M. Facciola, Magistrate Judge (Ret.), U.S. District Court for the District of Columbia, Paul D. Weiner, Littler Mendelson PC, Philadelphia, PA Advisory Board Members Mark L. Austrian, Kelley Drye & Warren LLP, Craig D. Ball, Law Offices of Craig D. Ball, PC, Austin, TX Jason R. Baron, Drinker Biddle & Reath LLP, Theresa Beaumont, Groupe Beaumont Inc., San Francisco, CA Allison L. Brecher, Marsh & McLennan Companies, Inc, New York, NY Prof. John L. Carroll, Cumberland School of Law, Birmingham, AL Matthew I. Cohen, AlixPartners LLP, New York, NY Conor R. Crowley, UBS AG, Hong Kong M. James Daley, Seyfarth Shaw LLP, Chicago, IL Carol L. Eoannou, Bloomberg BNA, Arlington, VA Hon. James C. Francis IV, Magistrate Judge, U.S. District Court, Southern District of New York, New York, NY Gilbert Greenman, Williams & Connolly LLP, Michelle Greer Galloway, Cooley LLP, Reston, VA Hon. Paul W. Grimm, U.S. District Court for the District of Maryland, Baltimore, MD Maura R. Grossman, Wachtell, Lipton, Rosen & Katz, New York, NY Ronald J. Hedges, Ronald Hedges, LLC, Hackensack, NJ Anne Kershaw, Knowledge Strategy Solutions, LLC, Tarrytown, NY Michael E. Lackey, Jr., Mayer Brown LLP, James L. Michalowicz, Huron Consulting Group, New York, NY Hon. Nan R. Nolan, JAMS, Chicago, IL Patrick L. Oot, Shook, Hardy & Bacon LLP, Timothy M. Opsitnick, Jurinnov Ltd., Cleveland, OH Carmen Oveissi Field, Deloitte Financial Advisory Services LLP, New York, NY Robert D. Owen, Sutherland Asbill & Brennan LLP, New York, NY Jonathan M. Redgrave, Redgrave LLP, Dan Regard, idiscovery Solutions, Inc., Jeffrey B. Ritter, The Ritter Academy, Reston, VA Hon. Craig B. Shaffer, U.S. District Court for the District of Colorado, Denver, CO Allison C. Stanton, U.S. Department of Justice,

8 Questions? Contact Us! Georgetown Law CLE 600 New Jersey Avenue, NW Program Details A block of rooms has been held at the JW Marriott and will be honored until Tuesday, October 20, These rooms will be held as a block, unless exhausted, until the above date at which time they will be released to the general public. Be sure to mention the Advanced ediscovery Institute to receive the room rate below. JW Marriott 1331 Pennsylvania Ave NW Room Rate: $ bit.ly/aedi_jw Group Discounts Group discounts are available for companies registering three or more attendees. If you would like to take advantage of the discounts listed below, please contact [email protected] to receive the discount code. 3-5 registrants: $100 discount off each registration 6-9 registrants: $200 discount off each registration 10+ registrants: $300 discount off each registration Disclaimer Speakers are subject to change. Special Needs or Dietary Restrictions [email protected] or call Scholarships Georgetown Law CLE makes every possible effort to provide equal educational opportunities to all. We provide a limited number of scholarships on a case-by-case basis for both live, in-person programs, and for live webcasts. Apply online at or submit your written request no later than 5:00 pm ET on Thursday, October 29, Cancellations/Rain Checks/Substitutions Cancellation and rain check notices must be received by at least 5:00 pm ET on Thursday, November 12, 2015 for a refund (less $100 administrative fee). Rain checks for a future program will be granted for cancellations received after November 12, and prior to the start of the program. Substitutions are accepted at any time prior to the program. Registration for the live in-person program is not transferable to the live webcast or bonus on-demand access. Course Materials Course materials will be ed to you prior to the program. Registrants will receive an from the Georgetown Law CLE office approximately one week before the program with additional instructions regarding how to access the course materials. Satisfaction Guarantee We are confident that you will leave this conference with more than enough ideas and insights to make your investment pay off. However, if you feel you have not received your money s worth by the end of the conference, please contact a member of our registration team before leaving the conference. All refund requests will be reviewed carefully and are subject to approval by the Assistant Dean. CLE Credits Accreditation has been or will be requested for the Advanced ediscovery Institute from most states with mandatory continuing legal education requirements for 9.25 CLE credits (based on a 60-minute hour) including 1.0 ethics and 11.1 CLE credits (based on a 50-minute hour) including 1.2 ethics. Georgetown Law is an accredited CLE provider in most MCLE states. Georgetown Law CLE is a State Bar of California-approved MCLE provider. Please note that this program is eligible for only Nontransitional CLE credit in New York. This program is not eligible for Transitional credit. Some states require nominal accreditation fees. You will be asked to submit payment at the program s conclusion. MCLE state credit rules vary for online CLE. Please check online at: to see if the program has been approved in your state. We will apply upon request in some states; alternatively, many states allow attorneys to apply on their own. Bonus On-Demand Access This add-on includes access to all recorded sessions post-program. With 20 breakout sessions to choose from, this is an opportunity for you to benefit from all that the Institute has to offer. You may receive CLE credit for new sessions online. You cannot claim credit for taking the same sessions in-person and online. If you register for this option, you will receive a separate providing you with additional information on how to access the content online.

9 Registration Form To register for the live webcast, please visit our website: PLEASE PRINT OR TYPE. Payment must accompany registration. Advanced ediscovery Institute (November 19 20, 2015) $1,495 Early-Bird Registration (due October 20, 2015 by 5:00 PM ET) $399 Bonus On-Demand Access $1,595 Regular Registration $399 Bonus On-Demand Access $1,395 Georgetown Law Alumni Registration, class of $399 Bonus On-Demand Access $1,395 In-House Counsel Registration $399 Bonus On-Demand Access $995 Government Registration $399 Bonus On-Demand Access Bonus On-Demand Access includes access to all recorded sessions post-program. Receive up to 15.0 additional CLE credit hours for the breakout sessions you missed. Please print clearly and list name exactly as you would like it to appear on program name badge. Mr. NAME Ms. ADDRESS FIRM/ORGANIZATION JOB TITLE ADDRESS CITY STATE ZIP PHONE CLE credit? Yes No What state(s)? Bar number(s) Feel free to copy this form and pass it along to your associates. Your customer ID code is: Enter the characters appearing on the top of the mailing label. Please enter this ID even if the label is addressed to someone else. Thank you! To register for the live webcast, please visit our website: THREE WAYS TO REGISTER: ➊ ONLINE at ➋ MAIL with check payable to Georgetown Law CLE to the address below Check enclosed # $ Purchase order attached to this form # ➌ CALL us at Georgetown University Law Center, Continuing Legal Education, 600 New Jersey Avenue NW, , [email protected] Please select this box if you prefer not to share mailing address information with our sponsors.

10 GEORGETOWN LAW CONTINUING LEGAL EDUCATION Georgetown University Law Center Continuing Legal Education 600 New Jersey Avenue NW Attention Mail Room: If the intended recipient is no longer employed, please forward this brochure to the successor. 12th Annual Advanced ediscovery Institute 10 Reasons Why You Should Attend 1. Explore the impact of disruptive technology on the legal profession 2. Examine the revised Federal Rules of Civil Procedure 3. Benefit from the presences of 16 federal and state court judges sharing their views on a number of ediscovery issues 4. Anticipate international legal conflicts related to crossborder issues, including privacy, custody, preservation, and production 5. Survey the options available when BYOD results in the commingling of personal and proprietary information 6. Identify best practices for handling privilege review in light of new rules, case law, and technology 7. Consider how advanced technology has revived the debate on the use of native production 8. Sharpen your litigation skills by reviewing ESI-related technology and trial strategy 9. Receive advice from government agencies on whether and how to negotiate discovery demands 10. Attend multiple sessions that offer practical cost-savings solutions for your ediscovery budget