The E-Discovery Training Academy

Transcription

1 The E-Discovery Traiig Academy February 9-13, 2009 Georgetow Uiversity Law Ceter Washigto, DC 36 CLE credit hours (60 miute hour) 43 CLE credit hours (50 miute hour)

2 What You Will Lear Gai a uderstadig of how to develop a defesible ad efficiet overall e-discovery strategy cocerig differet types of litigatio, regulatory proceedigs or govermet audits Explore the full spectrum of data that make up the exteded uiverse of Electroically Stored Iformatio (ESI) Lear how to establish a appropriate litigatio hold or preservatio regime Fid out how to comprehesively pla for ad successfully execute a specific e-discovery project Ehace your uderstadig of the laguage of e-discovery Acquire a detailed uderstadig of e-discovery techical services, what reders them cost-effective, how they are best performed ad how they are iter-coected Lear to craft a comprehesive ad realistic e-discovery budget Obtai a uderstadig of systems, the alterative formats of , its metadata ad the customary locatios i which ca be foud Icrease your kowledge of the multiple forms of backup or archival media, how they are restored ad how its data ca be defesibly searched ad extracted Build a solid groudig i the pragmatic or strategic use of Computer Foresics Lear how to develop a Preferred Provider program Explore the most efficiet ad pragmatic techique to streamlie or reduce a uiverse of ESI Discover how to establish ad most efficietly utilize a documet review system Aalyze how to effectively grapple with issues specifically relatig to e-discovery i a corporate, govermet or orgaizatioal cotext Lear how ESI is subject to iteratioal privacy rules ad regulatios Who Should Atted I-house ad outside cousel Practice ad litigatio support professioals IT ad system specialists Corporate executives Members of the judiciary Why You Should Atted E-discovery has become the largest litigatio expese for law firms ad compaies. Despite the critical ature of e-discovery, i-house ad outside cousel ad practice support professioals frequetly fid themselves uprepared to successfully grapple with the myriad issues surroudig the discovery of Electroically Stored Iformatio (ESI). They are ot aloe; corporate executives, IT persoel ad i-house litigatio support specialists also eed a full uderstadig of the e-discovery rules, procedures ad techical challeges ad pitfalls. At this ew Academy, you will lear about the exus betwee the law ad techology through a mix of techical theory ad hads o practical demostratios, as well as a review of the substative ad procedural law of the discovery of ESI. You will lear from the leadig experts i the field, icludig members of the federal judiciary, represetatives of top law firms, authors of authoritative works o ESI ad the foremost teachers i e-discovery. At week s ed, you will retur to your office with the practical skills ad comprehesive kowledge to help guide your cliet or compay through the may e-discovery challeges ahead. Register ow to esure you have a seat at this iaugural evet. Due to the iteractive ature of the Academy, attedace is limited to 50 participats.

3 Topics To Be Aalyzed Itroductory Overview of Electroic Discovery Participats will broadly examie the etire subject of the discovery of Electroically Stored Iformatio (ESI), with emphasis o its eormous impact i the field of litigatio icludig, i broad brush-strokes, a history of e-discovery, the techology utilized, the developmet of a body of e-discovery law, ad chages to federal ad state rules, a overview of the costs ad burdes of the disciplie, ad future treds. Through curret case law, participats will explore why foresically soud methods for collectio are advisable i light of the ramificatios of spoliatio, ad the pros ad cos of outsourcig data collectio. Techology Primer for the E-Discovery Practitioer To fully uderstad how the law ad the techology relate, e-discovery practitioers eed a foudatio i computer foresics ad how it relates to e-discovery. This uderstadig serves as a overview ad essetial primer of the field of computer ad data foresics. Preservatio, Legal Holds & Accessibility The most critical poit i the maagemet of electroic iformatio is the time whe a compay is served with a complait, or reasoably aticipates litigatio or a govermet ivestigatio. The iterface betwee retetio ad preservatio is importat. Participats will lear how to prepare for litigatio with collaborative teams ready to execute a pla quickly ad efficietly, ad idetify potetially relevat iformatio o active servers ad backup media. Harvestig of Electroic Data Focusig o best practices ad ot techicalities of actually takig or harvestig the data, participats will lear to idetify the various types of electroic data that may be eligible for collectio i a case or ivestigatio. Discussio will address the particular challeges preseted by differet data sources ad how best to meet those challeges. Data Processig & Productio Formats Participats will lear of the uts ad bolts of ESI filterig, de-duplicatio, processig ad productio formats. We will also address the differece betwee various forms of productio, icludig ative files, TIFF ad PDF. Participats will also lear how to select ad audit the work of vedors who provide data processig services. Search Tools & Filterig Methodologies Participats will obtai a workig kowledge of the types ad use of ESI search tools, both at the data cullig ad filterig stages ad throughout the e-discovery documet review process. Key word searchig, cocept searchig ad the use of samplig will be reviewed. Participats will examie emergig advaced search techology ad the future of the field of documet aalytics, icludig a broad overview of the curret case law i this area.

4 Overview of Documet Review Systems Addressig both i-firm discovery databases ad o-lie hostig solutios, participats will gai a uderstadig of how they work, lear of the itricacies of privilege review, ad explore emergig review techologies. Also to be examied are the various aspects of review usig differet media: paper, ative file formats ad image formats (PDF, TIFF, etc.). RFIs, RFPs & Grapplig with E-Discovery Budgets Usig hads o exercises, participats will draft a model RFI (Request for Iformatio) ad RFP (Request for Proposal), ad lear how to respod to such requests. Additioally, through the use of case studies, participats will lear specific aspects of the e-discovery budget ad how to maage limitatios. The Rules ad Case Law Goverig the Discovery & Use of Electroically Stored Iformatio Requests for such iformatio ad disputes arisig from the requests have become commoplace i the federal ad state courts. Participats will examie what should be doe to properly propoud ad respod to discovery requests, how disputes should be addressed uder the Federal Rules of Civil Procedure, ad how ew amedmets to the Rules ad recet case law will affect requests, resposes ad the resolutio of disputes. Participats will also be itroduced to a presetatio of evidece i electroic format at trial. E-Discovery & the Govermet May uique challeges are preset whe facig discovery both for ad agaist the govermet. These challeges iclude hadlig icreasigly complex regulatory ad compliace proceedigs, icludig the egotiatio of ad compliace with subpoeas, civil ivestigative demads ad other forms of govermet requests. Special emphasis will be give to a overview of the records laws that the govermet operates uder, icludig the requiremets of the Federal Records Act, the Freedom of Iformatio Act, ad the Privacy Act, ad how these ad other federal madates dovetail with the e-discovery process. Security ad data collectio issues will also be addressed. Iteratioal Issues i E-Discovery Global litigatio ad the area of iteratioal e-discovery is a rapidly evolvig area. Participats will lear more about the challeges of data collectio ad balacig privacy obligatios abroad. Participats will examie US discovery obligatios ad whether US DOC Safe Harbor Certificatio is effective i the litigatio/ivestigatio cotext as well as other iteratioal privacy cosideratios relatig to ESI. Desigig & Maagig a E-Discovery Project Through use of a case study ad hads-o exercises, participats will lear how to desig ad supervise a e-discovery project o the fial day of the Academy. Participats will walk through the phases of specific e-discovery projects from both the techical ad legal perspectives. Uique Learig Features Opportuity to lear how to desig ad maage a e-discovery project ad the actually doig it Lear from the leadig experts i E-Discovery i a o-threateig eviromet that lets you gai the essetial skills to take back to the office Limited attedace to assure a hads o learig experiece ad high level of iteractio with faculty ad fellow participats Itesive work ivolvig advaced readig ad homework projects to make the most of your time at the Academy Gai a uderstadig of the iteractio betwee the techology ad the law ivolved i e-discovery

5 Advisory Committee Chair: Robert A. Eiseberg Capital Legal Solutios LLC Falls Church, VA Members: Thomas Y. Allma Former Geeral Cousel BASF Ciciati, OH Craig D. Ball Law Offices of Craig D. Ball, P.C. Austi, TX Thomas I. Barett Xerox, Ic. Jaso R. Baro Natioal Archives & Records Admiistratio College Park, MD Kevi F. Brady Coolly Bove Lodge & Hutz LLP Wilmigto, DE Matthew I. Cohe AlixParters LLP Patrick Oot Verizo Arligto, VA Carme Oveissi Field Daylight Foresic & Advisory LLC Timothy M. Opsitick JurIov Ltd. Clevelad, OH Gil Greema Williams & Coolly LLP Washigto, DC Mark V. Reichebach MetaLINCS Sherry B. Harris Huto & Williams LLP Richmod, VA Herbert L. Roitblat OrcaTec LLC Ojai, CA Roald J. Hedges Nixo Peabody LLP George Rudoy Shearma & Sterlig LLP Laura M. Kibbe Thomso Reuters Stamford, CT George J. Socha, Jr. Socha Cosultig LLC St. Paul, MN Mark E. Michels Cisco Systems, Ic. Sa Jose, CA Jeae A.Thomas Crowell & Morig, LLP Washigto, DC About Georgetow Law CLE Georgetow Law CLE has established a thirty-two year traditio providig the legal commuity high quality programs. Our programs are developed with the professio s ever-chagig eeds i mid, while at the same time meetig the madatory CLE requiremets of various state bars. Located i the heart of the atio s capital, we feature the coutry s leadig officials, judges ad practitioers.

6 Academy Details Locatio Georgetow Uiversity Law Ceter, Gewirz Studet Ceter, 12th Floor, 120 F Street, NW, Washigto, DC Hotel Iformatio Georgetow Uiversity Law Ceter CLE has preferred rates at the Hyatt Regecy Washigto o Capitol Hill, which is approximately 2 blocks away. Whe makig reservatios, please refer to Corporate Number to receive the Georgetow Uiversity Law Ceter rate. We recommed makig reservatios at least 30 days prior to the Academy. This rate is based o hotel availability. Phoe: (800) Olie: Hyatt Regecy Washigto o Capitol Hill 400 New Jersey Aveue, NW Washigto, DC Services for People with Special Needs or Dietary Restrictios Call Cacellatio Please fax your cacellatio otice to or to [email protected] by 5 pm o Friday, Jauary 30, 2009 for a refud (less a $100 admiistrative fee). Rai checks for a future sessio will be grated for cacellatios received after Jauary 30 ad prior to the start of the Academy. Participatio The Academy is desiged to provide you a high level of iteractio with the faculty ad fellow Academy participats. I order to assure a hads o learig experiece, class size has bee limited to 50 participats with madatory attedace. Scholarships Georgetow Law CLE makes every effort possible to provide equal educatioal opportuities to all. There are a limited umber of scholarships available for the Academy. Apply olie at or submit writte request o later tha 5:00 pm o Tuesday, Jauary 6, 2009 to address below. Recipiets of scholarships will be otified by Friday, Jauary 9. Moey-Back Guaratee We are cofidet that you will leave the Academy with more tha eough ideas ad isights to make your ivestmet pay off. However, if you feel you have ot received your moey s worth by the ed of the Academy, simply cotact a member of our registratio team at this sessio or call (202) ad we will process a 100% refud for your registratio fee! CLE Credit 36 CLE credits (based o a 60-miute hour). Some states may require omial accreditatio fees. You will be asked to submit paymet at the program s coclusio. Laptop Participats are asked to brig a laptop computer with USB port ad Widows operatig system for their use i completig required exercises. Complimetary wireless Iteret access will be provided o-site. Attire Our suggested dress for this program is busiess casual. Meetig room temperatures may vary, so we suggest brigig a sweater or light jacket. Registratio Form E-Discovery Traiig Academy o $2750 Registratio For multiple registratio discouts, please cotact Nicole Steckma at (202) or [email protected]. Name: Mr. Ms. address: Firm/Orgaizatio: Address: (please prit clearly) City: State: Zip: Phoe: ( ) Fax: ( ) CLE credit? o Yes o No What state(s)? Four Ways to Register: 1. Olie 2. Mail with check payable to Georgetow Law CLE to address below. Check eclosed # $ or purchase order may be attached to this form # 3. Fax to (credit card/po registratios oly) o VISA o MC o AMEX Card #: Expiratio Date: Sigature: 4. Phoe to (credit card registratios oly) Georgetow Uiversity Law Ceter Cotiuig Legal Educatio 600 New Jersey Aveue, NW Washigto, DC