1 TM THE MOST IMPORTANT LEGAL TECHNOLOGY EVENTS OF THE YEAR! FEBRUARY 2-4, 2009 THE HILTON NEW YORK HOTEL OFFICIAL EVENT PROGRAM GUIDE EDUCATIONAL SPONSORS: IN ASSOCIATION WITH: FROM THE PUBLISHERS OF:
2 WELCOME to LEGALTECH NEW YORK FEBRUARY 2-4, 2009 THE HILTON NEW YORK HOTEL LEGALTECH TOWNHALL FACULTY FIRST LOOK: The MOST IMPORTANT legal technology event of the year, LegalTech 2009 features compelling and thoughtprovoking keynote speakers, engaging educational sessions and the most innovative and progressive technology on the market. INSIDE THE LEGALTECH STUDIO FACULTY MODERATOR Patrick Oot Director of Electronic Discovery & Senior Litigation Counsel Verizon Legal Department Craig Ball Trial Lawyer Technologist, Computer Forensic Examiner Theresa H. Beaumont Discovery Counsel Google Inc. Rebecca Korlis Executive Director, the Institute for the Advancement of the American Legal System; Colorado Supreme Court Justice (Ret.) INNOVATIONS: We are delighted to announce the newest innovations at LegalTech These open to all sessions are guaranteed to raise both questions and answers to the most common problems and concerns keeping us all up at night. LegalTech Town Hall: Electronic Discovery, Monday February 2nd, 2009, 12:45 PM LegalTech Town Hall is where education and technology come together. This interactive panel of electronic discovery and legal technology experts will answer your specific questions which you can submit in advance of the conference. Visit to submit your video question (videos are subject to approval and inappropriate videos will be deleted). Earn 1.5 hours of free cle credits. Inside the LegalTech Studio: The Impact of Technology on Legal Leadership and Decisions, Tuesday February 3rd, 2009, 12:45 PM This high profile, conversational interview with a corporate general counsel, a corporate CIO and a law firm managing director discusses how technology has changed how business is done and what it takes to be ready for litigation and regulatory investigations. Earn 1.5 hours of free cle credits. LegalTech on Demand: Following the success of the LegalTech on Demand from the LegalTech West Coast show in 2008, we will be recording sessions at LegalTech Enjoy multiple sessions and increase your CLE by watching sessions online after the event. Visit and double or even triple your LegalTech experience. COMMUNITY: Linked-In Being a part of the LegalTech community no longer means just spending time networking the first week of February in New York City. Join the LegalTech group on Linked-In and make LegalTech a part of your every day. We will be using Linked-In as a medium for pre and post conference discussions so sign up today and take your place among the elite of the industry! Network Join your colleagues, friends and clients at LegalTech 2009 and stay on the cutting-edge of the ever evolving technology industry. From the newest trends, services and tools on display at the world s largest gathering of technology and legal service providers on the exhibit show floor to the unparalleled expertise of the speaker faculty, LegalTech 2009 is the comprehensive and cohesive must-attend event of the year. On behalf of our partners, sponsors, faculty and exhibiting companies, we look forward to seeing you in New York in February! MODERATOR Ramon Nunez SVP of i365 a Seagate Company Karen Cottle SVP, Corporate Secretary and General Counsel of Adobe Systems John D. Green CIO of Baker Donelson Ruth D. Hauswirth, Esq. Director of Professional Development and Practice Services at Cooley Godward Kronish LLP Browning Marean Partner DLA Piper Sincerely, The LegalTech Team REGISTER TODAY! EARN AT LEAST 3 HOURS OF FREE CLE/CPD CREDITS Mark Michels Managing Attorney Cisco George I. Rudoy, Director of Global Practice Technology & Information Services, Shearman & Sterling Thomas Thornbury Group Manager, Forensics & Incident Response Merrill Lynch Patrick Zeller Associate General Counsel Guidance Software Inc.
3 TM CONFERENCE AT A GLANCE MONDAY FEBRUARY 2, 2009 TRACKS Emerging Electronic Discovery Knowledge Management The Value of Employing Strategic Litigation Practices The Globalization of Legal Technology Advanced IT SPONSORS CLE ELIGIBLE AED CLE ELIGIBLE KM CLE ELIGIBLE ESLP CLE ELIGIBLE GLT AIT RM: TRIANON BALLROOM RM: REGENT PARLOR RM: SUTTON PARLOR SOUTH RM: RENDEZVOUS RM: BEEKMAN PARLOR BALLROOM 9:00-10:00 KEYNOTE PRESENTATION: You Wanna Go to Court Get a Lawyer; If You Wanna Avoid Going to Court Get a Records Manager OPEN TO ALL Christopher J. Olsen, CRM, Systems Engineer, Principal, Lockheed Martin, Retired, Chief, Records, CIA RM: WEST GRAND BALLROOM presented by 10:00-10:30 10:30-11:45 AED1: Executing ediscovery Inside the Corporation KM1: How Integration Drives KM Exhibit Hall Break ESLP1: Drive a More Efficient and Effective Approach to Litigation GLT1: The Effect of Data Protection Law on Collection and Discovery AIT1: SharePoint Best Practices 11:45 12:45 Exhibit Hall Break 12:45 2:00 2:00-2:30 2:30 3:45 LegalTech E-Discovery Town Hall OPEN TO ALL presented by RM: WEST GRAND BALLROOM CLE ELIGIBLE AED2: ediscovery Project Management Principals and Processes KM2: KM from a Practicing Attorney Perspective Exhibit Hall Break ESLP2: Dealing with Litigation Data Proliferation GLT2: Cultural Considerations AIT2: Office 2007 Profound Changes Positioning Users for the Future 3:00 4:00 What is Twitter and How Can I Use It? OPEN TO ALL RM: WEST GRAND BALLROOM 3:45 4:15 Exhibit Hall Break 4:15 5:30 AED3: ediscovery Issues & Trends KM3: KM from a Client Services Perspective ESLP3: Global Electronic Discovery, or Did You Mean Disclosure? GLT3: The World Wide Web: Operating 24/7 on a Global Scale AIT3: Incorporating Project Management into Your Day Job 5:30 Welcome Cocktail Reception for Exhibitors & Paid Conference Attendees Only RM: WEST GRAND BALLROOM sponsored by Sessions will be available on LegalTech on Demand Emerging Technologies ETA RM: SUTTON PARLOR CENTER OPEN TO ALL 10:30-11:15 ETA1 11:45-12:30 ETA2 1:30-2:15 ETA3 2:45-3:30 ETA4 4:00-4:45 ETA5 SuperSessions SS OPEN TO ALL SS1 Room: Nassau B All Day 9:00-10:00 Microsoft Office Why Upgrade NOW? 10:30-11:30 Microsoft and Cloud Computing Software Plus Service and Office 12:00-1:00 Save your firm time and money with Microsoft's Unified Communications technologies 1:30-2:30 Client Profiles and Microsoft CRM 3:00-4:00 Knowledge Management and Web2.0 4:30-5:30 SharePoint 2007 for Service Delivery - Hear about Law Firm implementations by Handshake Software and XMLAW SS2 Room: Nassau A 1:00-5:00 India Calling...Are You Prepared to Answer? Litigation 2.0, the emerging shift in the legal market. SS5 Room: Concourse B 2:00-5:00 2:00-3:00 Baby Boomers and Generation X and Generation Y Addressing Generation Gaps in Culture and Technology in the Legal Industry. 4:00 5:00 Digital Writing Submit your changes as you write them! SS3 Room: Nassau A 8:00-12:00 Learn how Adobe Acrobat 9 Pro can help you share and manage your legal documents SS4 Room: Petit BallRoom 11:45-2:00 Autonomy Keynote Luncheon SS6 Room: Concourse A ALL DAY 10:30-12:00 Structured Data Discovery featuring Todd Marlin and Maura Grossman from Wachtell Lipton 12:15-2:15 Corporate Women's Luncheon (Ticketed Event) 2:30-3:30 Automating the Litigation Hold Process through Sharepoint 3:30-5:00 Reducing Review Costs through Statistical Sampling featuring Statistician Ji Kim and James Gordon 6:00-8:00 Women in ediscovery & National Association of Women Lawyers Charity Event in Support of the Susan G Komen Breast Cancer Foundation
4 TUESDAY FEBRUARY 3, 2009 TRACKS SPONSORS 9:00-10:00 10:00-10:30 10:30 11:45 11:45 12:45 12:45 2:00 2:00 2:30 2:30 3:45 3:30 5:00 3:45 4:15 4:15 5:30 Hot, Hot, Hot Topics in E-Discovery KEYNOTE PRESENTATION: HHH1: Data Security 101: An Ounce of Prevention is Worth a Pound of Cure HHH2: Multilingual Madness: Globalization is Colliding with the Complexity of E-Discovery HHH3: May it Please the Court...Defending a Search and Production Protocol A Trial Technology Experience Strategic Planning & Performance Management for Large Law Firms PPM1: Prioritizing Technology Projects during Difficult Economic Times PPM2: Technology Scorecard PPM3: What Critical Metrics are Most Important for Managing in Today s Economy Adopting Web 2.0 Technology How ediscovery is Changing the Relationship Between Law Firms and their Corporate Clients Exhibit Hall Break WEB2.01: Five Things Every Practice Should Know About Web 2.0 Technology Exhibit Hall Break Exhibit Hall Break WEB2.02: Best Practices for Online Networking Strategic Litigation Planning OPEN TO ALL John W. Woods, Partner, Privacy and Information Management Practice Litigation & Intellectual Property Practice, Hunton & Williams LLP Tim Crouthamel, Head of Litigation Support, State Farm Tom Thimot, President & CEO, CaseCentral RM: WEST GRAND BALLROOM CLE ELIGIBLE SLP1: Compliance and Electronic Information: State of the Industry SLP2: Role of Advanced Systems in Litigation Planning What I Hate About Technology: And What I expect Our Outside Counsel, Opposing Counsel, Vendors, And Staff To Do About It RM: WEST GRAND BALLROOM CLE ELIGIBLE OPEN TO ALL Exhibit Hall Break WEB2.03: Adopting Web 2.0 Capabilities into Your Web Presence SLP3: Alignment vs. Conflict: General Counsel and Outside Counsel presented by Corporate Legal IT CLE ELIGIBLE HHH CLE ELIGIBLE PPM CLE ELIGIBLE WEB 2.0 CLE ELIGIBLE SLP CLE ELIGIBLE CL RM: TRIANON BALLROOM RM: REGENT PARLOR RM: SUTTON PARLOR SOUTH RM: RENDEZVOUS BALLROOM RM: BEEKMAN PARLOR Inside the LegalTech Studio: The Impact of Technology on Legal Leadership & Decisions OPEN TO ALL RM: WEST GRAND BALLROOM CLE ELIGIBLE presented by presented by CL1: Corporate Legal Department vs. Law Firm Perspectives CL2: Matter Management Is it Time to Re-evaluate your System? CL3: Early Case Assessments & Planning Emerging Technologies ETB RM: SUTTON PARLOR CENTER OPEN TO ALL 10:30-11:15 ETB1 11:45-12:30 ETB2 1:30-2:15 ETB3 2:45-3:30 ETB4 4:00-4:45 ETB5 SuperSessions SS OPEN TO ALL SS1 Room: Nassau B ALL DAY e Discovery Under the Microscope SS2 Room: Nassau A ALL DAY 10:30 11:45 Regulatory Challenges to ediscovery Around the World (EU, Russia, Middle East & Asia) 2:30 3:45 International ediscovery Perspective from International Firms 4:15 5:30 A Shrinking World - International Initiatives in ediscovery SS3 Room: New York Suite ALL DAY Advanced Proactive Information Risk Management for ediscovery, Compliance & Legal Hold 10:30-11:20 & 2:00-2:50 Proven Strategies to Increase Value and Reduce Costs Early in the Litigation Life Cycle 11:30-12:20 & 3:00-3:50 Hold, Preserve, Collect, or Release? Legal Hold Challenges & Technologies 12:30-1:20 & 4:00-4:50 Compliance in 2009: What to Expect as a Result of Financial Meltdown SS4 Room: Concourse A ALL DAY 10:30-11:45 Heathcare & ediscovery from a Corporate Counsel Perspective featuring Bernard Ford and Geoffrey Kaiser 1:00 pm to 2:30 pm - Mastering the Challenges of Global Discovery: War Stories and How to Avoid Jail, featuring a panel of attorneys from law firms and corporations overseas 2:30-3:45 The Impact of ediscovery on Insurance Companies featuring Andrea Tecce 4:00-5:30 p.m. Vestigate Document Review: Sampling to Reduce Costs and Improve Quality SS5 Room: Concourse B ALL DAY 8:30 9:30 How Safe is The Safe Harbor? 9:45 10:45 International EDD trends; litigation trends in the UK, Australia & Asia 11:00 12:00 Legal Process Outsourcing Why the tightening economic climate is driving firms and corporations down this path & what hurdles stand in their way? 12:15 1:00 What is Unicode and why Doesn't My Unicode System Work with Japanese Documents? 1:15 2:15 Early Case Assessment and Settlement Assistance tools for Multinational litigations 2:30 3:15 Multi Language and Multi Jurisdiction Document Review 3:30 4:15 Narrowing Your Data Set With Search 4:30 5:15 ALSP Special Session: Marketing Litigation Support Services in Your Firm 5:15 5:45 ALSP update 6:30 late LDSI Cocktail Party SS6 Room: Concourse D 8:30-12:00 Reduce risks and costs in today s tough economic and regulatory environment with Open Text s Legal and ediscovery solutions. 8:30-10:00 Open Text Lifecycle Management, edocs Edition 10:30-12:00 Reducing ediscovery Cost and Risk in the Enterprise SS7 Room: Concourse D 1:00 5:00
5 WEDNESDAY FEBRUARY 4, 2009 TRACKS SPONSORS Electronic Discovery Bringing E-Discovery In-house and Retention Management Managing Litigation Costs The Strategy, The Preservation and The Review Corporate Counsel: e-discovery, Alternative Fees & Negotiation Strategies ED BEI ERM MLC CC SS CLE ELIGIBLE CLE ELIGIBLE CLE ELIGIBLE CLE ELIGIBLE CLE ELIGIBLE ETC RM: TRIANON BALLROOM RM: REGENT PARLOR RM: SUTTON PARLOR SOUTH RM: RENDEZVOUS BALLROOM RM: BEEKMAN PARLOR 9:00-10:00 10:00-10:30 10:30-12:00 12:00-1:30 1:30-3:00 3:00 KEYNOTE Critical Concepts of Competence and Cooperation in the Electronic Discovery (EDD) Process OPEN TO ALL presented by PRESENTATION: Hon. John M. Facciola, United States Magistrate Judge, United States District Court of the District of Columbia ED1: State of the Art in ediscovery Automation and Early Case Assessment ED2: Getting a Hold on Legal Holds: Best Practices for Meeting the Preservation Obligation RM: WEST GRAND BALLROOM CLE ELIGIBLE BEI1: Bringing E-Discovery In-house Before The Cases Hit BEI2: Best and Worst Practices in Bringing E-Discovery In-house Exhibit Hall Break ERM1: Management: Damned if You Do and Damned If You Don t? How Three Organizations Solved the Retention and Expiry Riddle Exhibit Hall Break ERM2: Archiving: Formalizing the Fire Drill Conference Adjourns/Exhibits Close MLC1: Setting the Strategy MLC2: A Records Management Process is in Place, What Steps should be Taken to Control Litigation Costs? CC1: Managing e-discovery in an Alternative Fee Environment CC2: Let s Make a Deal Emerging Technologies ETC RM: SUTTON PARLOR CENTER OPEN TO ALL 10:30 11:15 ETC1 11:45-12:30 ETC2 1:30-2:15 ETC3 SuperSessions SS OPEN TO ALL SS1 Room: Concourse A 9:00-12:30 Model ediscovery Forensics Lab featuring Glenn Lewis, George Washington University Professor SS2 Room: Nassau B 10:00 11:30 Full Text Searching, and Challenges in Development of Search Criteria 1:00-2:30 Sampling, Feedback and Search Validation; EDRM Left-Side Data Reduction Opportunities SS3 Room: Nassau A 11:15 12:30 Manage Your Risks Litigation and Electronic Disclosure: Are You Ready? EXHIBIT HALL HOURS Monday, February 2 Tuesday, February 3 Wednesday, February 4 10:00 am 5:00 pm 10:00 am 5:00 pm 10:00 am 3:00 pm
6 EDUCATIONAL ADVISORY BOARD George I. Rudoy Chair of Educational Advisory Board Director of Global Practice Technology & Information Services Shearman & Sterling, LLP Craig Ball President Craig D. Ball, P.C. TJ Johnson Conference Coordinator International Legal Technology Association (ILTA) Patrick Oot Director of Electronic Discovery & Senior Litigation Counsel Verizon Legal Department Monica Bay Editor-in-Chief: Law Technology News Incisivemedia Deena Coffman Discovery Director Johnson & Johnson Michelle Mahoney Director of Applied Legal Technology Mallesons Stephen Jaques Peggy Wechsler Program Director International Legal Technology Association (ILTA) Oz Benamram, Esq. Chief Knowledge Officer White & Case LLP Dawson Horn, III, Esq. Senior Litigation Counsel Tyco International Bill Onwusah Litigation Support Manager Lovells VENDOR ADVISORY BOARD Marc Adler Vice President of Sales PerfectLaw Software Kathy Granger Director of Trade Shows Thomson Legal and Regulatory Mike Raley Director of Marketing FTI Consulting Dan Berlin President Tabs3/PracticeMaster Jane Kimpan Marketing Programs Manager LexisNexis Joseph C. Scott, J.D. Vice President and General Manager CompuLaw LLC / Deadlines On Demand LLC Kelli Brooks Principal, Forensic Technology Services KPMG LLP Michele C.S. Lange, Esq. Director, Legal Technologies Kroll Ontrack, Inc Jay Stromberg Director of Marketing and Business Development TechLaw Solutions Patrick E. Zeller Vice President & Deputy General Counsel Guidance Software, Inc.
7 presents: AT LEGALTECH 5th Annual Chief Information & Technology Officers Forum Mark Your Calendar! February 3 4, 2009 The Hilton New York Hotel Featured Topics Include: Managing IT in a Recesssion Desktop Virtualization The Changing Landscape of Legal Technology Privacy and Security and Global Concerns Matter Centric Best Practices How to Build and Staff an Effective IT Team Chair John J. Sroka Chief Information Officer Duane Morris This event will update Chief Information Officers on best practices to better manage their IT Departments. Listen to cutting-edge updates on new and emerging technologies that can transform your firm and save money. Attendees receive a complimentary pass to Legaltech including all sessions and the reception on Monday, February 2nd For more information about the program, please contact Rachel Lewyn or by at For sponsorship opportunities, please contact Rob Hafiz or by at When registering use priority code: LTBRO TO REGISTER Call m m sponsor: from the publisher of:
8 FACULTY Woods K. Abbott Senior Manager of Legal Operations, Six Sigma Functional Champion Raytheon Company Mary Abraham Counsel Debevoise & Plimpton LLP Tom Allman Former SVP & GC, BASF Editor, Sedona Conference Principles, Second Edition Robert Ambrogi Journalist Keith Andrzejewski Principal KPMG LLP Olivier Antoine Counsel Crowell & Moring Alexander Arato Associate General Counsel CA Christina Ayiotis Group Counsel E-Discovery and Data Privacy Computer Sciences Corporation Tom Baldwin Chief Knowledge Officer Reed Smith Craig Ball President Craig D. Ball, P.C. Theodore Banks Former Chief Counsel & Senior Director, Compliance Policy Kraft Foods Global Inc. Ted Barassi, Esq. Group Product Manager Symantec Deborah Baron VP Legal & Compliance Autonomy, Inc. Jason R. Baron Director of Litigation National Archives and Records Administration Bobbi Basile Director Digital Mandate Monica Bay Editor-in-Chief, Law Technology News Incisive Media Theresa H. Beaumont Discovery Counsel Google Inc. Maia Benson Director SEM LexisNexis Michael A. Bogdonoff, Esq. Partner Dechert LLP Alan Brill Senior Managing Director Kroll Ontrack Teresa Britton Legal IT Systems Exelon Corporation Kelli Brooks KPMG LLP Jay Brudz Senior Counsel General Electric Lee Bryant Co-Founder and Director Headshift Christopher A. Byrne, Esq. Christopher A Byrne, Esq., P.C Former Assistant Director, FDIC's Division of Liquidation David Cambria Director of Operations, Law Dept Aon Corp Keith Casto, Esq. Partner Shook Hardy & Bacon, LLP Dave Chaplin Kroll Ontrack David A. Chaumette, Esq. Partner Baker & McKenzie LLP Michael Cherkinian IS Project Manager Paul, Weiss, Rifkind, Wharton & Garrison LLP Matt Clarke, Esq. Shareholder Ryley Carlock & Applewhite Vicki Clewes Senior Manager, Commercial Legal Affairs Gilead Sciences Deena Coffman Discovery Director Johnson & Johnson Charles Cohen Hughes Hubbard Scott Cohen Director of Practice Support Proskauer Rose LLP Karen Cottle SVP and General Counsel Adobe Systems Tim Crouthamel Head of Litigation Support State Farm James Daley Partner Daley Crowley LLP Janine Dascenzo Associate General Counsel GE James F. Dawson Former Director of Litigation Support Information Discovery MetLife Matt DenOuden National Director of Strategic Accounts CT TyMetrix Vanessa DiMauro CEO & President Leader Networks Stephen Dooley Manager of Electronic Discovery and Litigation Support Sullivan & Cromwell LLP Pam Downs Director Baker Robbins & Company/Thomson- Reuters Litigation Consulting Brett Durand Sr. Manager, Legal Technology & Operations Pfizer, Inc. Meredith Dwyer Senior Paralegal Schering-Plough Corporation Hon. John M. Facciola United States Magistrate Judge United States District Court of the District of Columbia Steve Fletcher Chief Information Officer Parker, Poe, Adams & Bernstein L.L.P. Mary Flory Senior Manager of Practice Support Dickstein Shapiro, LLP David Fong Director - Risk Management - Records/Information Management Compliance Qwest Communications Suellen Galish Formerly Vice President and Counsel NYMEX Heidi Golabek Supervisor, PMO Shearman & Sterling Annie Goranson, Esq. Discovery Counsel Symantec Roland Goss Jorden Burt LLP David M. Gottlieb Baker, Sanders, Barshay, Grossman, Fass, Muhlstock & Neuwirth, LLC. Brian J. Green Edwards Angell Palmer & Dodge LLP John D. Green Chief Information Officer Baker, Donelson, Bearman, Caldwell & Berkowitz, PC Gil Greenman Partner Williams & Connolly Corby Guenther Senior Technology Training and Development Manager Bingham McCutchen Hiroyuki Hagiwara Partner Ropes & Gray LLP Tom Hall Managing Attorney for Discovery and Litigation Technology Cleary Gottlieb Jack Halprin, Esq. Vice President, ediscovery and Compliance Autonomy, Inc. Warren Hamel Partner Venable LLP Ron Harry Manager, Electronic Data Discovery Honeywell Legal Honeywell International Ruth D. Hauswirth, Esq. Director of Professional Development and Practice Services Cooley Godward Kronish LLP Hon. Ron Hedges Former US Magistrate Judge Robin Helburn Manager, Project Administration Stroock & Stroock & Lavan LLP Brian Hirsch, Esq. Sr. Litigation Counsel Cephalon, Inc. Ian Hochman Special Counsel Wilkie Farr & Gallagher LLP Matthew Homann Founder LexThink LLC Derek Howard Murray & Howard Stuart W. Hubbard Attorney Schiff Hardin LLP Kelly Inglese Senior Director Litigation Support Services McCarthy Tétrault LLP / S.E.N.C.R.L., s.r.l. David Isom, Esq. Shareholder Greenberg Traurig LLP Dominic Jaar Legal Counsel, Ledjit Consulting Inc. Former Legal Counsel, Litigation and ediscovery, Bell Canada John Jamison Vice President, Consulting Services Iron Mountain Information Management, Inc. Shaheen Javadizadeh Vice President of Strategic Marketing Mitratech Holdings, Inc. Ken Johnsen Chief Financial Officer Shearman & Sterling Gregory Kaple Senior Partner Integrated Management Services William Kellermann, Esq. Electronic Discovery Manager Wilson Sonsini Goodrich & Rosati, PC Anne Kershaw A.Kershaw, PC//Attorneys & Consultants Matt Kesner, Esq. CIO Fenwick and West Laura M. Kibbe, Esq. Director ediscovery, Litigation Consulting Services Thomson Reuters Dennis Kiker, Esq. Director, Fios Consulting Fios, Inc. Ross L. Kodner, Esq. Senior Legal Technologist/CEO MICROLAW Daniel P. Kulakofsky, Esq. Managing Counsel Director of Electronic Discovery The Travelers Companies, Inc. Michael E. Lackey, Jr. Partner Mayer Brown
9 FACULTY Hon. Elizabeth Laporte Northern District of CA Tom Lidbury Partner Mayer Brown LLP John Lipsey Vice President, Corporate Counsel Services LexisNexis Eddie Lott Principal G-C Partners LLC Jim Lynch Partner Latham & Watkins Cecil Lynn, Esq. Attorney Ryley Carlock & Applewhite Mary Mack, Esq. Corporate Technology Counsel Fios, Inc. Michelle Mahoney Director, Applied Legal Technology Mallesons Stephen Jaques Browning Marean Partner DLA Piper LLP (US) Todd Mattson Director of Practice Systems & Services Covington & Burling LLP Preston McKenzie Vice President and General Manager Business of Law West, a Thomson Reuters Business Scott McVeigh Directory, Records Management Aramark Jim Mitchell Managing Director Huron Consulting Group Rees Morrison President Rees Morrison Associates (RMA): Consults to Law Departments on Management Issues Margaret Morton Practice Support Coordinator Morrison & Foerster LLP Roy A. Mura, Esq. Mura & Storm PLLC Fred Nemeth, Esq. Senior Counsel Repligen Corporation Ken Nourse Managing Director, Legal Technologies, Asia Pacific Kroll Ontrack Kevin O Keefe Chief Executive Officer Lex Blog Christopher J. Olsen, CRM Systems Engineer, Principal, Lockheed Martin Retired, Chief, Records, CIA Patrick Oot Director of Electronic Discovery & Senior Counsel Verizon Legal Department Deidre Paknad, Esq. President and CEO PSS Systems Anthony Paonita Editor-in-Chief, Corporate Counsel Incisive Media Chris Paskach KPMG Donna Payne CEO Payne Consulting Group, Inc. Hon. Andrew J. Peck U.S. District Court, Southern District of New York Adam Pollitt Sr Director First Advantage Litigation Consulting Services Ashish Prasad Chief Executive Officer Discovery Services LLC Nick Puschak Vice President, Product Management Bridgeway Software Inc Kenneth Y. Rashbaum, Esq. Director, Fios Consulting Fios, Inc. Scott Rechtschaffen Managing Shareholder Littler Mendelson Jonathan M. Redgrave Redgrave, Daley, Ragan & Wagner LLP Rachelle Rennagel Chief Knowledge Officer Sheppard Mullin Edward Rippey Covington & Burling Jeffrey Roach Chief Learning Evangelist Profiscience Partners Will Robberts CEO, Kempton Advisors Former President, Livenote (division of Thomson-Reuters) Pam Roberts Head of Legal Discovery Services Novartis David Rohde Director Baker Robbins & Company/Thomson- Reuters Litigation Consulting Catherine Kane Ronis Partner Wilmer Hale Scott D. Rosenberg, JD, CPA Managing Director Huron Consulting Group George Rudoy Director, Global Practice Technology and Information Services Shearman & Sterling LLP Joel Sanders Chief Financial Officer Dewey & LeBoeuf LLP Barbara Schane Jackson Vice President, Hildebrandt Hildebrandt International Johannes C. Scholtes President / CEO ZyLAB North America LLC Paul M. Schwartz Director of Financial Services Anderson Kill & Olick, P.C. Jeffrey Schwarz President CrossRealms, Inc. Rich Seleznov Managing Director Huron Consulting Group Jessica Shawl, PMP Product/Project Manager Legal & Corporate Affairs Intel Corporation Michael Simon, Esq. Technology Counsel Stratify Sarah Sims Practice Management Director of Hosted Litigation Solutions LexisNexis Adam Smith Terremark Mark Smith Attorney Winston & Strawn LLP Orin Snyder Gibson Dunn George Socha President, Socha Consulting Founder EDRM Alexander Southwell Gibson Dunn Kevin Stehr VP Sales - Litigation Services LexisNexis Eugene P. Stein, Esq. Formerly Chief Knowledge & Technology Officer White & Case LLP Michael Sugrue, Esq. Director Client Development & Strategy Stratify Mike Sullivan CEO ZANTAZ Autonomy Mark Surguy Pinsent Masons (UK) Dan Tacone VP Large Law Segment Elite Paul Taylor Senior Regional Practice Leader First Advantage Litigation Consulting Services Tom Thimot President & CEO CaseCentral Tom Tigh President SuperiorGlacier Paul Tombleson Partner, Head of Forensic Technology KPMG Europe LLP Kim Townsan Senior Manager, Legal Administration United Technologies Corp. Matthew Tulchin Goodwin Proctor Ramana Venkata SVP, Iron Mountain GM, Stratify Carla Walworth Partner Paul, Hastings, Janofsky & Walker LLP Hon. David J. Waxse U.S. District Court, District of Kansas Eugene M. Weitz Corporate Counsel Alcatel-Lucent Stephen Whetstone, Esq. VP Client Development & Strategy Stratify Chuck Williams i365, a Seagate Company Meredith Williams Director of Knowledge Management Baker Donelson Bearman Caldwell & Berkowitz Ron Wills Senior Corporate Counsel, Head of Litigation McAfee Bruce Wilson VP Business Intelligence Elite Chris Winfield President 10e20 Gregory Witczak Vice President & Director of ediscovery Lehman Brothers Holdings, Inc. Ken Withers Director, Judicial Education and Content The Sedona Conference Paige Wojcik E-Discovery Manager Perkins Coie John W. Woods Partner, Privacy and Information Management Practice, Litigation & Intellectual Property Practice Hunton & Williams LLP Brian J. Wycliff Principal, Forensic Technology Solutions Pricewaterhouse Coopers LLP Vidal Salem Zebulum Executive Director, IT TozziniFreire Advogados Patrick Zeller Vice President & Deputy General Counsel Guidance Software, Inc.
10 EDUCATIONAL SPONSORS Incisive Media is a leading global provider of specialized business news and information, in print, in person and online. The company's principal markets include financial services, legal services, commercial real estate, marketing services and risk management. Incisive Media's market-leading brands include Accountancy Age, Computing, Investment Week, Legal Week, LegalTech, Post, Real Estate Forum, Risk, Search Engine Strategies and The American Lawyer. For more information, visit Featured Incisive Media Publications: Corporate Counsel addresses the needs of in-house counsel by providing readers with news, trends analysis, profiles and practical columns on management techniques. Regular Columns and Features include: In the News, Deals and Suits, Legal Manager, Lobby Log and more. The American Lawyer chronicles the successes and failures of the nation s corporate legal landscape. Its in-depth coverage of the profession and signature rankings serve as the standard by which the nation s top lawyers measure themselves. Regular Columns and Features include: Bar Talk, Big Deal, The Lawyer s Life, Am Law Tech and more. Autonomy, a global leader in infrastructure software for the enterprise, is spearheading the meaning-based computing movement. Autonomy's technology forms a conceptual and contextual understanding of any piece of electronic data. Autonomy's software powers mission-critical enterprise applications including pan-enterprise search, information governance, end-to-end ediscovery, records management, video and audio analysis and customer interaction solutions. With the largest circulation of any legal technology publication, Law Technology News (www.lawtechnews.com) is read by purchasing decision-makers at law firms, corporate legal departments and government agencies. It offers cutting-edge information about the increasingly important role of technology in the legal workplace. For over ten years the goal of Law Technology News has been to help lawyers and their organizations be more productive, more competitive, more effective and cost-efficient. Founded in 1994, CaseCentral is the leader in secure, on-demand ediscovery software for corporate counsel and law firms to simplify and take control of ediscovery. The CaseCentral ediscovery review platform enables customers to succeed with a single case and seamlessly migrate to multi-case, multi-party, repeatable and measurable ediscovery processes on the same software platform. The National Law Journal (www.nlj.com) provides legal professionals with timely legal information of national importance, including Federal Circuit Court decisions, handpicked verdicts, practitioners columns with in-depth analyses of critical issues, coverage of current legislative issues, and legal news from the business and private sectors. Canadian Lawyer magazine is Canada's leading independent legal publication, delivering unbiased reporting and analysis of the legal landscape coast to coast. With a total audience of more than 85,000, Canadian Lawyer delivers awardwinning content that informs, inspires and occasionally inflames the legal professionals who consider it a "must-read". It's not easy for busy attorneys to keep up with all the new developments and trends in New York's fast-paced legal scene. That's why, every day, thousands of New York lawyers take time from their hectic schedules to read the New York Law Journal (www.nylj.com). Readers get not only the latest news-they find court information, decisional law, and advance word on new statutes and regulations, coupled with the useful and practical analysis, scholarly insight, and professional perspective they need to make sense of it all. Edge Legal Marketing is a full-service agency that delivers marketing and public relations expertise to service, software and hardware providers targeting the legal market. Our services include strategic planning, marketing and e-marketing action plans, alliance building, Web site development, market research, public relations and advertising (concept and media plans).
11 TM EDUCATIONAL SPONSORS Elite, a Thomson Reuters business provides world-class integrated practice and financial management systems for law firms and other professional services organizations. Elite offers comprehensive and sophisticated software under the Elite and ProLaw brands and also provides consulting, implementation and support services. Nearly two-thirds of the top 100 U.S. law firms use Elite products. For more information, visit First Advantage (NASDAQ: FADV) delivers end-to-end global litigation support services, including: Data Mapping, Data Collection, Computer Forensics, Expert Testimony, Multilingual Processing, Online Review and Production Management. Through years of collaboration, our forensics, linguistic, e-discovery and computer programming experts have developed an array of best-practice solutions. If those solutions don t fit a particular engagement, we create custom solutions that will. Safe Harbor certified, First Advantage operates offices and data centers in North America, Europe and Asia. For over a decade, Fios (www.fiosinc.com) has helped corporations and their outside counsel reduce risk, control costs and gain management control over the entire spectrum of electronic discovery. We are dedicated exclusively to delivering comprehensive services and expert guidance that transform the burdensome nature of e-discovery into a streamlined, legally defensible business process. Guidance Software s EnCase ediscovery can search, identify, cull, collect, preserve, and process ESI and from any networked device using automated, court-approved EnCase Technology. Its extensive collection, processing, and pushbutton attorney review load file creation capabilities eliminate the need to outsource and can reduce your ediscovery costs up to 90%. Huron helps companies challenged with complex matters that demand extraordinary combinations of financial, accounting, economic, valuation and operational expertise. We understand, anticipate and respond to your needs related to the business of law with services including: contract management, digital evidence services, discovery consulting, document review, matter management/e-billing, records and information management, and V3locity. For over three decades, ILTA (International Legal Technology Association) has provided peer-networking and information resources to those who support technology in law firms and law departments worldwide. The non-profit user group is truly peer-powered. For information about ILTA, or to obtain a membership application, visit i365, A Seagate Company, provides proven solutions for the protection, retention management, and discovery of electronic information. Over 22,000 customers have deployed our i365 EVault Data Protection,,i365 Retention Management, i365 MetaLINCS E-Discovery solutions and ProServ Professional Services to save their data, prevent down-time, and organize their information. KPMG s Forensic Technology Services ( FTS ) combines an end-to-end electronic discovery suite of services with measurable differences in quality and review-team efficiency. In addition to digital evidence collection and computer forensic services, KPMG provides advanced investigative and evidence discovery management and data repository services leveraging our Discovery Radar Suite of applications and providing a highly available and secure infrastructure. Kroll Ontrack provides technology-driven services and software to help legal, corporate and government entities as well as consumers recover, search, analyze, produce and present data efficiently and cost-effectively. Further, Kroll Ontrack provides data recovery, advanced search, paper and electronic discovery, computer forensics, ESI consulting, and trial consulting and presentation services.
12 EDUCATIONAL SPONSORS LexisNexis (www.lexisnexis.com) is a leading global provider of content-enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting and academic markets. LexisNexis originally pioneered online information with its Lexis and Nexis services. A member of Reed Elsevier (www.reedelsevier.com), LexisNexis serves customers in more than 100 countries with 18,000 employees worldwide. LexisNexis offers Total Practice Solutions to ensure that law firms have the tools and services they need to win in the business and practice of law. Our global portfolio includes such highly regarded brands as Martindale-Hubbell, InterAction, Shepard s, Matthew Bender, CaseMap, Concordance, LAW PreDiscoveryTM, Time Matters, HotDocs, NetDocuments, Juris and PCLawTM. Merrill Corporation is a leading global provider of comprehensive content management services that support the critical activities of legal and business professionals, from e-discovery to court reporting and translations. Our clients value our expert service, sophisticated tools, accuracy, confidentiality, reliability and responsiveness. We meet our clients service requirements through 85 international offices. Stratify, an Iron Mountain Company, provides advanced ediscovery services that minimize risk, reduce costs, and simplify the ediscovery process for law firms and general counsel. The Stratify Legal Discovery service is a hosted solution that provides easy-to-use concept-based review, near-duplicate detection, robust multi-language support and advanced analytics for high-productivity, cost-effective review. Symantec is the global leader in archiving, information risk management and data loss prevention, helping individuals, small and mid-sized businesses, and large enterprises store, manage and discover their electronically stored information. Symantec s Enterprise Vault is the worldwide leader in and content archiving. Headquartered in Cupertino, California, Symantec has operations in 35 countries. West is the leading provider of integrated information solutions, law practice and firm management software and services to the legal profession. Its products and services, including Westlaw and West km, are used by the world s most successful law firms. West is a business of Thomson Reuters, the world s leading source of intelligent information for businesses and professionals Zylab description ZyLAB is the recognized leader in developing the best tools for investigating and managing large document, , and multimedia archives. Integrated ZyMAGE IAP content-management and e-discovery solutions offer comprehensive bundles of award-winning technologies that enable legal professionals to efficiently and securely capture, search, monitor, organize and disclose their vital information. CLE Form Guidelines 1. One Form- Please use one form for all three days and press HARD when writing on the form 2. Session Code: For each session you attend, write in the session code not the session title (Ex: The session titled Executing ediscovery Inside the Corporation should be written on the form as AED-1. Session codes can be found on the conference at a glance in the show guide that is in your conference bag 3. State- Please write the state that you are admitted in. New York & California attorneys do not need to include bar numbers on the form. 4. No Need to Calculate: You do not need to calculate your total credit hrs. Credits are calculated by the CLE administrator based on the time you were scanned in or based on when you manually signed into the session on the sign-in sheets that are placed outside of each of the session rms. (Please be sure that you are signing in and out of each session you attend.) 5. Return Your Form: Once you are completely done with the conferences please return your form to the CLE desk. Please note that we do not sign the forms at the conference. Your form will be mailed to you once your credits are processed. If you forget to hand in your form at the conference your credits will take longer to get processed. Please mail back all forms to Incisive Media Attn: Lazette Jackson 120 Broadway 6th Floor NY NY 10271
13 HOTEL INFORMATION The Hilton New York is located in the heart of Midtown Manhattan, and within walking distance to Rockefeller Center, Radio City Music Hall, Fifth Avenue shopping, Broadway theatres/times Square, Central Park, The Museum of Modern Art, and major media and business headquarters. It s never too early to book your room for LegalTech! A special LegalTech rate of $ is available for the 2009 New York show. We have secured rooms at The Hilton New York 1335 Avenue of the Americas New York, NY USA The Hilton New York continues to be our host hotel. Reservations can be made by calling or visit LEGALTECH TEAM Sponsorship and Exhibits Opportunities Speaking Opportunities Marketing/Media Partnerships Event Operations Customer Service
14 & present: 1st Annual at LegalTech Paralegal Technology Institute February 3-4, 2009 The Sheraton New York Hotel & Towers CHAIR persons: Gary Melhuish Litigation Support Services Director Ballard, Spahr, Andrews & Ingersoll LLP Christy Stouffer Practice Support Director Patton Boggs LLP In today s fast-paced, competitive law firm environment, paralegals have become vital to the law firm s ability to deliver quality e-discovery and litigation support services. Law Technology News and Estrin LegalEd, two top names in continuing legal education, have partnered to develop a dynamic program specifically designed for real world litigation paralegals. This 2-day program will examine today s litigation technology and best practices paralegals most often find themselves responsible for including document management, software and budget decisions, case management and trial assignments. The Institute focuses on empowering paralegals to assist attorneys in winning their cases. The Paralegal Technology Institute at LegalTech brings you the nation s leaders who specialize in training paralegals to become top resources for technology in their firms. Attend and Learn How to: How to Handle 140 Billion s Managing e-discovery Trial Prep Using the Latest Technology Getting the Right Message to the Jury: The Paralegal s Role in Trial Presentations The Latest Techniques in Document Management Mastering Database Design The e-discovery Questionnaire The Optimum War Room Trial by Fire: From Depositions to Designations 10 Secrets to Managing Your Vendor: From the FRCP Process Through Trial and Beyond Multiple Case Management: Creating a Project Plan NALA Approved All Attendees Receive a Free Pass for the First Day of LegalTech NY! for 11 Credits! NFPA Approved for 9.25 Credits! For speaking opportunities or program inquiries, contact Karen Abrams, Esq. at or For sponsorship opportunities, contact Rob Hafiz at or When registering use priority code: RNP TO REGISTER Call n n Sponsor: From the Publisher of:
15 EXHIBITORS LISTINGS As of November 13, 2008 Visit for updates 7Safe Information Security A M Exclusive Business Machines ABBYY USA Software House Inc. Access Litigation, An Edmond Scientific Company AccessData Adaptive Solutions Inc. ADERANT Adobe Systems, Inc. Aivea Corp. AlphaLIT American LegalNet Inc. Anacomp Applied Discovery, Inc. Aquipt ARMA International Attenex Corporation Barkley Court Reporters Basis Technology BigHand, Inc BlackBag Technologies Bloomberg BlueArc Bluebeam Software BlumbergExcelsior Inc. Bowne JFS Bridgeway Software Business Integrity C2 Legal CA Inc. CACI Capital Legal Solutions CaseManagerPro by Lucid IQ CaseTrack(EAG, LTD) Catalyst Repository Systems, Inc. CDW Clearwell Systems Client Profiles Clutch Group Coffee Distributing Corp. CommVault Systems Compliance, LP CompuLaw LLC Consultancy Services Ltd. Content Analyst Company Control Systems, Inc. Corel Corporation Courtroom Connect/Polycom Courtroom Connect- Courtroom View Network Crescendo Systems Corporation Cricket Legal Technologies CT Corporation CT Summation CT TyMetrix CVision Technologies Inc. Cypress Communications Daegis DataCert, Inc. Datum Legal Deadlines On Demand Digiscribe International LLC Discover-e Legal Discovery Mining Inc. DiscoveryWorks Legal Inc. DocAuto, Inc DocsCorp DocuLex, Inc. doelegal, LLC Driven Inc. DTI EDGARfilings Ltd. EED, Inc. Elite, a Thomson Reuters Business emag Solutions LLC Encore Discovery Solutions EncoreTech, Inc. Endicia Epiq Systems Epoq, US, Inc Equitrac Corporation Equivalent Data Equivio Ernst & Young Esquire Litigation Solutions, LLC Exari Systems Exterro Inc. Extractiva Fidelity National Business Advantage Fidelus Technologies LLC Findlaw, a Thomson Reuters Business Fios First Advantage Litigation Consulting FTI Gavel & Gown Software Inc. Grundig Business Systems GmbH Guidance Software Hot Neuron, LLC Huron Consulting Group LLC i365, A Seagate Services ICCS & Co., LLC iconect Development, LLC ICS idiscover Global Ikon Office Solutions Incisive Media InData Corporation Independent Security Evaluators Index Engines Inc. Inference Data Informative Graphics Corp Insight Financial Services IntApp InterLegis Interwoven, Inc IPRO Tech Iris Data Services, LLC ISYS Search Software IVIZE, LLC Ji2 Inc. Kazeon Kessler International Kiersted Systems KPMG Forensic Technology Services Kroll Ontrack, Inc Lan Associates LawScribe Inc. Leadership Directories Legal Files Software Inc. Levit & James, Inc. Lex Inc, dba Lex On Demand LexisNexis Liquid Litigation Management, Inc. Litera Corp. Litigation Systems, Incorporated (LSI) Logicube LT Online Corporation Masters Conference MediConnect Global MerlinOne Merrill Communications, LLC Micron Systems Inc. Microsystems Millnet MimeCast Mimosa Systems Inc. Mitratech National Data Conversion Institute Navigant Consulting Needles Case Management Software NetSimplicity New York State Bar Association Nexidia Nuance Communications, Inc. Nuix Numara Software, Inc. Oce' Business Services Omega Legal Systems, Inc Omtool Ltd. Onsite 3 Open Text Corporation Orange Legal Technologies Panasonic Paraben Corporation Payne Consulting Group Peak Discovery Pegasus Imaging Corporation PensEra Knowledge Technologies REGISTER TODAY!
16 PerfectLaw Software Philips Speech Processing PinPoint Labs Pitney Bowes Legal Solutions Premier Technology Solutions, Inc. Progressive Computer Products Protus PSS Systems Quest Software Inc. Race Point Legal, A Division of Nauset Concepts RainMaker Software, Inc. Recommind Inc. Reliance Globalcom Services, Inc. RenewData Research In Motion-BlackBerry ReThinkITRippe & Kingston Riverbed Technology Rosen Technology Resources RR Donnelley Sanction by Verdict Systems Select*Associates Servient Sherpa Software Smarsh, Inc. SmartSource Computer & Audio Visual Rentals SoftWise Corporation Spectra Logic SPi Stamps.com Inc. StoredIQ Stratify, Inc. Stroz Friedberg Superior Glacier SydneyPLUS International Symantec Corp Synaptec Software, Inc. TABS3/ PracticeMaster TCDI TATA TechLaw Solutions, Inc The Attorney Store.Com/Get Legal The Oliver Group The Sackett Group Thomson Reuters Legal Tikit Limited Traveling Coaches, Inc. TriCom Document Management, Inc. TutorPro LLC U.S. Bank Oliver-Allen Technology Leasing UBIC, Inc VASCO Data Security, Inc. Vdiscovery Verdatum Vidyo, Inc. Walz Certified Mail Solutions Wave Software West Court Reporting Services, part of Thomson Reuters West, at Thomson Reuters Business WinScribe Inc Limited WizSoft, Inc. Wolters Kluwer, Law & Business WORLDOX/World Software Corporation XmLaw, Inc. ZANTAZ/Autonomy ZyLab North America,LLC EXIHBITORS LISTING EXHIBIT HALL HOURS Monday February 2 Tuesday February 3 Wednesday February 4 10:00 am 5:00 pm 10:00 am 5:00 pm 10:00 am 3:00 pm Make connections by becoming an exhibitor/sponsor Reach more potential prospects Get face time with clients and industry leaders Get maximum exposure >> Contact Rob Hafiz at or , to determine which sponsorship package will best fit your needs.
17 MONDAY FEBRUARY 2, 2009 KEYNOTE SESSION 9:00-10:00 RM: West Ballroom You Wanna Go to Court Get a Lawyer; If You Wanna Avoid Going to Court Get a Records Manager Christopher J. Olsen, CRM Systems Engineer, Principal, Lockheed Martin Retired, Chief, Records, CIA Life is unpredictable and STUFF happens! But, it is predictable that your organization WILL get sued! Statistics are in your favor. You need insurance, now, to improve your position, when you are in the courtroom. A good records management program along with technology and process can be your insurance against a devastating law suit. Protect your organization like you would yourself. The speaker will discuss your records management program, including: how you pay for it; how it pays you back; what technical measures you need to employ; the role of check-ups or audits; breaking habits that cost you money and leave you vulnerable; tips from judges and experts for insuring your best legal posture; and saving you money. Don t miss this engaging, irreverent discussion on what to do before stuff happens. presented by Sessions will be available at LegalTech on Demand OPEN TO ALL Christina Ayiotis, Group Counsel E-Discovery and Data Privacy, Computer Sciences Corporation Keith Andrzejewski, Principal, KPMG LLP Ron Harry, Manager, Electronic Data Discovery, Honeywell Legal, Honeywell International 2:30-3:45 AED2 ediscovery Project Management Principals and Processes The primary challenge of PM is achieving all the project objectives while adhering to project constraints First hand experiences with PM tools and techniques More predictable and manageable E-discovery undertakings Kelli Brooks, KPMG LLP Jessica Shawl, PMP, Product/Project Manager Legal & Corporate Affairs, Intel Corporation William Kellermann, Esq., Electronic Discovery Manager, Wilson Sonsini Goodrich & Rosati, PC Matt Clarke, Esq., Ryley Carlock & Applewhite Tom Hall, Managing Attorney for Discovery and Litigation Technology, Cleary Gottlieb 4:15-5:30 AED3 ediscovery Issues & Trends Separating ediscovery predictions and reality Issues considered by corporations, law firms, service providers and the bench Emerging trends on the radar of the industry Chris Paskach, KPMG Hon. Ron Hedges, Former US Magistrate Judge Paul Tombleson, Partner, Head of Forensic Technology, KPMG Europe LLP Mark Smith, Attorney, Winston & Strawn LLP Gregory Witczak, Vice President & Director of ediscovery, Lehman Brothers Holdings, Inc. AED TRACK RM: TRIANON BALLROOM CLE ELIGIBLE EMERGING ELECTRONIC DISCOVERY Predictions on electronic discovery evolution come from many sources. Listen now as corporations, law firms, advisory service organizations, and the bench focus on how corporations are addressing the risks of growing daily volume of ESI, how project management methodologies can provide for more predictable and manageable processes and what issues and trends are predicted to be the focus over the next few years. sponsored by 10:30-11:45 AED1 Executing ediscovery Inside the Corporation Managing risk with the volume of daily ESI is an ongoing corporate issue Impact on corporate legal, compliance, operations and the employees The evolution of records/information management, litigation readiness and E-discovery? Management of RIM, litigation readiness and E-discovery Jim Lynch, Partner, Latham & Watkins Sessions will be available at LegalTech on Demand KM RM: REGENT PARLOR CLE ELIGIBLE KNOWLEDGE MANAGEMENT Knowledge Management (KM) has evolved from a set of theories to practical approaches which deliver benefits and real value for clients. Today, KM is moving to the next step by connecting traditional solutions with complementary information domains. Firm clients are starting to recognize -- and demand expanded capabilities. Hear case studies of successful KM implementations. sponsored by 10:30-11:45 KM1 How Integration Drives KM Early approaches to KM Individual, highly customized systems Commercial applications Benefits of powerful combined approaches Speaker: Tom Baldwin, Chief Knowledge Officer, Reed Smith Preston McKenzie, Vice President and General Manager, Business of Law West, a Thomson Reuters Business
18 MONDAY FEBRUARY 2, :30-3:45 KM2 KM from a Practicing Attorney Perspective High value KM approaches KM tool evolution How KM helps attorneys practice more effectively Scott Rechtschaffen, Managing Shareholder, Littler Mendelson Rachelle Rennagel, Chief Knowledge Officer, Sheppard Mullin 4:15-5:30 KM3 KM from a Client Services Perspective The importance of client service in retaining clients and growing the practice Growth of KM approaches from internally focused needs to effectively playing a role in serving clients Meredith Wililams, Director of Knowledge Management, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC Todd Mattson, Director of Practice Systems & Services, Covington & Burling LLP ESLP RM: SUTTON PARLOR SOUTH CLE ELIGIBLE THE VALUE OF EMPLOYING STRATEGIC LITIGATION PRACTICE Learn new strategies for using technology to connect, evaluate and manage key areas such as discovery, research, early case assessment and case analysis. Gain more control over the litigation workflow, and manage increasing cost constraints and improve strategic litigation practices. sponsored by 10:30-11:45 ESLP1 Drive a More Efficient and Effective Approach to Litigation Economic climate and the impact on law firms Strategic approach to business and litigation Union of content and tools and how they go hand in hand with efficient and effective litigation Kevin Stehr, VP Sales - Litigation Services, LexisNexis Edward Rippey, Covington & Burling 2:30-3:45 ESLP2 Dealing with Litigation Data Proliferation The challenge of ever-increasing volumes and complexity of data Sporadic and unpredictable data can fall outside the scope of standard law firm processes Insights and new strategies for controlling costs and risks Leveraging internal and external technology and teams to easily manage litigation data Sarah Sims, Practice Management Director of Hosted Litigation Solutions, LexisNexis Gregory Kaple, Senior Partner, Integrated Management Services Jeffrey Schwarz, President, CrossRealms, Inc. Paige Wojcik, E-Discovery Manager, Perkins Coie 4:15-5:30 ESLP3 Global Electronic Discovery, or Did You Mean Disclosure? The impact of metadata issues on global electronic discovery Metadata and privacy issues, in the U.S. and beyond Best technical approaches to managing international/foreign language document collections using Microsoft Office 2007 International data privacy issues and electronic discovery International data collection, processing and review Donna Payne, CEO, Payne Consulting Group, Inc Ross L. Kodner, Esq., Senior Legal Technologist/CEO, MICROLAW Eugene P. Stein, Esq, Formerly Chief Knowledge & Technology Officer, White & Case LLP GLT RM: RENDEZVOUS BALLROOM CLE ELIGIBLE THE GLOBALIZATION OF LEGAL TECHNOLOGY The right technology can alleviate the burden of an international legal action. The global economy demands a full understanding of complex jurisdictional requirements, IT systems and cultural barriers. These challenges can transform ordinary tasks into cultural and legal minefields. Unprepared counsel and legal support staff face serious consequences with opposing counsel and government agencies with understanding of global issues. sponsored by 10:30-11:45 GLT1 The Effect of Data Protection Law on Collection and Discovery Divergent views of privacy and privilege in the EU and Asia The relationship between business and government Technology hurdles, including encryption and proprietary systems George Rudoy, Director, Global Practice Technology and Information Services, Shearman & Sterling LLP Dominic Jaar, Legal Counsel, Ledjit Consulting Inc., Former Legal Counsel, Litigation and ediscovery, Bell Canada Browning Marean, Partner, DLA Piper LLP US Carla Walworth, Partner, Paul, Hastings, Janofsky & Walker LLP Paul Taylor, Senior Regional Practice Leader, First Advantage Litigation Consulting Services 2:30-3:45 GLT2 Cultural Considerations Understanding international litigation environments Effective collaboration with the IT and legal departments Communicating and directing a multi-lingual team George Rudoy, Director, Global Practice Technology and Information Services, Shearman & Sterling LLP Michelle Mahoney, Director, Applied Legal Technology, Mallesons Stephen Jaques Stephen Dooley, Manager of Electronic Discovery and Litigation Support, Sullivan & Cromwell LLP Hiroyuki Hagiwara, Partner, Ropes & Gray LLP Kelly Inglese, Senior Director Litigation Support Services, McCarthy Tétrault LLP / S.E.N.C.R.L., s.r.l.
19 NEW YORKTHE HILTON FEBRUARY 2-4, 2009 NEW YORK HOTEL MONDAY FEBRUARY 2, :15-5:30 GLT3 The World Wide Web: Operating 24/7 on a Global Scale Practical considerations of in-country/on-site setup Establishing technical support and back-up systems Redundancy, connectivity and workflow management Adam Pollitt, Sr Director, First Advantage Litigation Consulting Services Vidal Salem Zebulum, Executive Director, IT, TozziniFreire Advogados Scott Cohen, Director of Practice Support, Proskauer Rose LLP Ian Hochman, Special Counsel, Wilkie Farr & Gallagher LLP AIT RM: BEEKMAN PARLOR ADVANCED IT In conjunction with ILTA, focus on a wide variety of in-depth and practical discussions of strategic IT issues and business practices most affecting the legal profession today. Join us as industry leaders present case studies on legal technology best practices and strategies they have found to be successful in their firms. Learn how you can position your firm to implement Office 2007 and how to manage projects in your firm. presented by 10:30-11:45 AIT1 SharePoint Best Practices Wide use by law firms for information collaboration on numerous projects from RM to DM Case studies highlighting how SharePoint can best be used as an integrated Web platform to present information and facilitate collaboration between internal (employees) and external uses (customers and suppliers) Integrate business information from various firm systems into a customizable single point of access Meredith Williams, Director of Knowledge Management, Baker Donelson Bearman Caldwell & Berkowitz Steve Fletcher, Chief Information Officer, Parker, Poe, Adams & Bernstein L.L.P. 2:30-3:45 AIT2 Office 2007 Profound Changes Positioning Users for the Future Review the 2008 ILTA survey on Office 2007 deployment initiatives The impact of Office 2007 changes Accept the new file format Will SharePoint be a part of your deployment strategy? A member firm looks at the work they've done integrating Office 2007 Jeffrey Roach, Chief Learning Evangelist, Profiscience Partners Corby Guenther, Senior Technology Training and Development Manager, Bingham McCutchen 4:15-5:30 AIT3 Incorporating Project Management into Your Day Job "Project Management" is not the exclusive domain of dedicated Project Managers Understand the basics of Project Management Explore which PM tools and techniques to apply to a given situation Increase your ability to successfully deliver projects and fulfill your other abilities Heidi Golabek, Supervisor, PMO, Shearman & Sterling Michael Cherkinian, IS Project Manager, Paul, Weiss, Rifkind, Wharton & Garrison LLP Margaret Morton, Practice Support Coordinator, Morrison & Foerster LLP Robin Helburn, Manager, Project Administration, Stroock & Stroock & Lavan LLP ETA RM: SUTTON PARLOR CENTER EMERGING TECHNOLOGY SESSIONS With the proliferation of technology available, it can be hard to distinguish the defining differential of one product over another. This track, OPEN TO ALL ATTENDEES (unless otherwise noted) is purposefully designed to showcase the leading products offered to the legal community today. Based on industry buzz and frequently asked questions, we ve invited some of the leading companies to clearly demonstrate how their products and services impact the ways lawyers do business. Each session is a product showcase, dedicated to a limited number of products and services. You won t want to miss these firsthand presentations to help you choose what is best for your firm. 10:30-11:15 ETA1 E-Discovery Technologies and Services in the 2009 Economic Environment: In-sourcing, Outsourcing and Hybrid Solutions It is clear from recent court decisions, such as Victor Stanley and Qualcomm, that parties need to develop more reliable, transparent and defensible methods for the preservation, collection, search, review and production of ESI. Now facing increased economic pressure, the decisions on what can be in-sourced or outsourced have become even more hotly debated inside corporations. Join our panelists for an engaging discussion on how corporations are managing these important decisions, what enterprise content management tools are available to allow corporations to manage aspects of discovery on their own and how outside service providers are using advanced analytics, process definition and technology to significantly reduce discovery costs. 11:45-12:30 ETA2 Finding and Using the E-Discovery Easy Button: Risks and Rewards from Simplifying E-Discovery Abstract: E-discovery challenges are readily apparent to sophisticated IT and legal departments who routinely deal with multiple, competing interests raised by e-discovery concerns. Both IT and legal teams must understand issues such as identifying where responsive data resides, how to best address meet-and-confer obligations and develop a cost-effective discovery response strategy. Amid putting out case-specific fires, IT and legal teams must also implement retention policies, control access to ESI, and ensure that critical data can be located and accessed in a timely manner. This session will explore risks and rewards from simplifying e-discovery processes, and will discuss ways to close existing technology gaps along with providing real-world best practices and advice. Speakers Keri Farrell, Product Manager, E-Discovery, Quest Software P. Brian See, Chair, Electronic Discovery and Litigation Technology practice group, Williams Mullen OPEN TO ALL
20 TM MONDAY FEBRUARY 2, :30-2:15 ETA3 Unified Communications Best Practices: How to spend less and get more. If you think you have to cut IT projects or staff in order to lower IT spend, think again. This educational session will show you how to leverage unified communications in order to decrease your overall telecom spend and innovate ahead of your competition without any capital expense! Hosted and prem-based unified communications solutions will be compared using real-world case studies from law firms that have implemented unified communications. Seminar attendees will review the most commonly implemented UC features and corresponding benefits, the newest Microsoft UC developments and implementation costs of a hosted vs. a do-it-yourself UC approach. About the Speaker: Frank Grillo is a noted speaker in the North American telecom and VoIP circuits educating thousands of IT decision makers on emerging trends in VoIP technology, key advantages and disadvantages of hosted versus premise-based solutions, and the importance of Business Continuity planning in enterprise communications. 2:45-3:30 ETA4 Privileged & Confidential: The Private Parts of ediscovery In an age of constant connectivity juggling mountains of personal and work ; mobile access to countless applications; rampant blogging and online networking is there any such thing as workplace privacy? Does our pervasive use of technology for all things personal and professional lull employees into a false sense of ownership over electronic communications? This presentation addresses the current state of privacy law as it pertains to data viewed or created at work. Explore the fundamentals of protected workplace privacy, weighing factors like data type, an office s location and the influence of privilege. Learn what to consider when monitoring, collecting and producing electronically stored information in the work environment and what both the employer and employee can do to balance and protect personal and corporate interests. Speaker: Kate Paslin, Esq. 4:00-4:45 ETA5 iconect SQL Server Connector Added to Product Suite iconect Development, LLC, a dedicated leader in international litigation support software, will offer a Microsoft SQL Server connector to corporations and their outside counsel in Q This addition will provide the legal community with another collaborative hosting option for web-based litigation document review, mergers and acquisitions, and multi-party international cases. Leverage your existing SQL Server staffing and technology to optimize data workflow and reduce costs. Firms can now choose from three database options: nxt as a self-contained product with embedded database technology; nxt connected to Microsoft SQL Server; or nxt connected to Oracle. Speaker: Ian Campbell, Chief Operating Officer, iconect Development, LLC LegalTech E-discovery Town Hall MONDAY FEBRUARY 2, :45-2:00 RM: West Grand Ballroom CLE ELIGIBLE OPEN TO ALL Sessions will be available at LegalTech on Demand LegalTech Town Hall is where education and technology come together. This interactive panel of electronic discovery and legal technology experts will answer your specific questions submitted in advance via YouTube. presented by PANEL MODERATOR Patrick Oot Director of Electronic Discovery & Senior Litigation Counsel Verizon Legal Department Craig Ball President Craig D. Ball, P.C. Theresa H. Beaumont Discovery Counsel Google Inc. Deena Coffman Discovery Director Johnson & Johnson Browning Marean Partner DLA Piper LLP (US) George I. Rudoy Director of Global Practice Technology & Information Services, Shearman & Sterling Ken Withers Director, Judicial Education and Content The Sedona Conference Patrick Zeller Vice President & Deputy General Counsel Guidance Software, Inc. What is Twitter and How Can I Use It? MONDAY FEBRUARY 2, :00-4:00 RM: West Grand Ballroom OPEN TO ALL What is Twitter and why should I use it? At the end of the day is Twitter the ultimate time waster or a great tool? From 'huh?" to "a ha!" - one lawyer's journey into the Twitterverse. alternative title "How I learned to stop worrying and love to Tweet!" Time to Tweet? How to use Twitter without losing time to Twitter. Lawyers, Twitter and Client Development How lawyers are using Twitter for sharing and camaraderie among each other MODERATOR Monica Bay Editor in Chief Law Technology News, Incisive Media PANEL Matthew Homann Founder LexThink LLC Kevin O Keefe Chief Executive Officer Lex Blog Chris Winfield President 10e20