International Litigation Support Leaders Conference 2009
May 7, 2009 - May 8, 2009

Washington Marriott Wardman Park Hotel, Washington, DC  

Sessions List* - Subject to Change

Conference Schedule at a Glance

Guide to the sessions below by track:
  GLS Track 1 – General Litigation Support   LDS – Track 4 Leadership
  EDD Track 2 – Electronic Document Discovery   PJM – Track 5 Project Management
  CF Track 3 – Career Focus    
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Schedule at a Glance

May 7, 2009 – May 8, 2009

As of May 3, 2009

 

Thursday, May 7, 2009                     Copyright 2009 – Conexion International Media, Inc – All Rights Reserved

Time

Room

Session ID

Event Description

  7:30am –  4:00pm

Thurgood Marshall

Northside

 

Registration Open

 

  8:30am –  9:30am 

 

 Ticketed Event

Thurgood

Marshall Ball Room

East

Networking

Breakfast -  Sponsored by:  Autonomy   Ticketed Event

  8:30am -   9:30am

 

Doors Open at 8:00am

 

Ticketed Event

Thurgood

Marshall Ball Room

East

Keynote

Opening Session General Session – Keynote Speaker – Ticketed Event

 

·          Craig Ball, Esq. –

 Trial Lawyer & Technologist, Computer Forensic Examiner
Author and Educator

 

  9:30am -   9:45am

Break

 

Transition Period

 

 

9:45am - 10:45am

 

 

Thurgood

Marshall Ball Room

East

 

GLS 101

 

Key Ingredients to a Successful Litigation Support Department

This session will take a look at the key ingredients to building, implementing, and running a successful litigation support department.

 

·         Duane Lites

Director, Litigation Support, Jackson Walker LLP  

 

Thurgood

Marshall Ball Room

South

EDD 101

What You Need to Know about E-Discovery - An EDD Primer

During this session you will learn the basics of the EDRM model and how it can help navigate the dangerous waters of E-Discovery.  Discussion will revolve around sources of information in the E-Discovery world including but not limited to important websites and required reading!  If you are new to the world of E-Discovery, this session will give you the foundation you need to move forward.

 

·         Mary Pat Poteet (M)

Director, Litigation Support, DLA Piper US LLP

·          Bruce Markowitz, ECMP

Director of Litigation Support, McKenna Long & Aldridge LLP

·         Ralph C. Losey

Shareholder, Akerman Senterfitt

 

Wilson B

CF 101

Law Firm, Corporate or Vendor - What's the Right Fit for You?

Take a look from a birds eye view at the jobs, culture, and salaries for positions in various litigation support environments. Try on these various scenarios and see what role is best for you.

 

·          Josh Sacks (M)

Managing Director,

·          Patricia Lucas

Records/Litigation Support Manager, Patton Boggs, LLP

·          Doug Herman

Managing Director, UHY Advisors FLVS

 

 

 

10:45am-11:30am

Exhibit

Hall

 

Coffee Break

Sponsored by: eMag Solutions

 

 

11:30am - 12:30pm

 

 

Wilson B

 

GLS 201

 

Litigation Support from a Law Firm / Government View

What are the key factors impacting litigation support?  Hear from panelist representing three different perspectives, Law Firm and Government.

 

·         Conrad J. Jacoby,(M) Esq.

 efficientEDD

·          David Andrew

Sr. Vice President, CACI, Inc. -- Commercial

·          Patricia Lucas

Records/Litigation Support Manager, Patton Boggs, LLP

·          Albert J. Buckwalter, PMP

Federal Government, Litigation Support Director

                                                      

Thurgood

Marshall Ball Room

South

EDD 201

Information Management

With E-Discovery costs out of control, there has to be some way to tame the beast.  If only the information could be manageable and organized!! During this session we will explore how managing your information can help reduce the costs of E-Discovery projects and realize a return on investment.

 

·         Ralph C. Losey, Esq.(M)

Shareholder, Akerman Senterfitt

·          Craig Ball, Esq.

 Trial Lawyer & Technologist, Computer Forensic Examiner
Author and Educator

·         George J. Socha, Jr., Esq.

Socha Consulting LLC

 

Wilson A

PJM 201

Project Management for Litigation Clinic - Initiation & Planning

Learn what the project management for litigation framework is and how to apply it to a litigation case.  Learn to recognize and engage the three groups of people who require buy-in success of any project initiative.  Know how to devise and develop an initial litigation response plan using the project management framework, adapt the plan, then tie the action plan component of an initiative to the people plan to make sure the “what needs to get done” is aligned to “who needs to be involved”. 

 

·          Alice Burns

Technology Consultant, Baker Robbins & Company

 

12:30pm -  1:30pm

 

 

Thurgood

Marshall Ball Room

East

 

Special Lunch session

How Legal Professionals Can stand out in Today's Stagnant Economy

Attendees will learn how to grow, build and communicate with a sphere of influence. They will also identify proven techniques for establishing a strong reputation, engaging in dynamic networking and honing their potential for business/career development.

Using practical exercises, the course emphasizes the ease with which many of the suggestions can be implemented and the tremendous impact that is possible.

 

  • Ari Kaplan

Principal, Ari Kaplan Advisors

 

  1:30pm -  2:30pm

 

Wilson A

GLS 301

Litigation Support in the SaaS Cloud

Software-as-a-Service (SaaS) has become a frightening popular conduit for delivering software over the Internet.  This session will look at the general idea of SaaS, explore the challenges and security risk inherent in SaaS services, and delve into some of the more interesting features of SaaS applications.

 

·         Brett Burney

Principal, Burney Consultants LLC

 

 

 

Thurgood

Marshall Ball Room

South

EDD 301

EDD Project Management - Best Practices

How to keep project management costs under control. Best practices for managing all the moving parts of E-Discovery. Learn from those who already been there how to avoid the pitfalls of E-Discovery through proactive project management.   

 

·          Mary Pat Poteet (M)

Director, Litigation Support, DLA Piper US LLP

·          Julie K. Brown

Litigation Technology Manager , Vorys, Sater, Seymour and Pease LLP

·          Alison Silverstein

Managing Director, UHY Advisors FLVS

·         Mary Mack

Technology Counsel, Fios, Inc.

 

 

 

  2:30pm -  3:15pm

Exhibit

Hall

 

Coffee Break  - Sponsored by:   inference

  3:15pm -  4:15pm

 

Wilson A

GLS 401

How to manage a complex ESI project from Start to End

This panel session will take an in-depth look at the critical success factors in managing a complex ESI project from start to end.  What techniques do PMs use to keep the project on schedule, monitor the workflow, and making sure all processes are done successfully?

 

·         Charlotte Riser Harris (M)

 Independent Consultant

·          Julie K. Brown

Litigation Technology Manager , Vorys, Sater, Seymour and Pease LLP

·          Brett Burney

Principal, Burney Consultants LLC

·         David Kessler, Esq.

Partner, Drinker Biddle & Reath, LLP

 

Thurgood

Marshall Ball Room

South

EDD 401

Preservation & Forensics and Economics

Learn how to cope with the cost of vendor collection.  What outside counsel can do to manage the costs of collection?  What are the dangers of doing collection “on the cheap”? 

 

·          Craig Ball, Esq. –

 Trial Lawyer & Technologist, Computer Forensic Examiner
Author and Educator

 

Wilson B

CF 401

LSP Hiring - What you need to Know

A look at hiring at both law firms and Vendors.

 

·          Josh Sacks (M)

Managing Director, Peak Litigation Support

·          Patricia Lucas

Records/Litigation Support Manager, Patton Boggs, LLP

·         Shimmy Messing

Partner, Responsive Data Solutions

 

  4:15pm - 4:30pm

Break

 

Transition Period

 

 

 

  4:30pm -  5:30pm

Wilson A

GLS 501

Latest Technical Advances in Trial Presentation Technology

This is an in-depth look at the latest advances in trial preparation including graphics, timelines, video, and courtroom visuals.  Learn what any LSP should know in order to provide effective graphics for attorney presentations.

 

·          Tim Piganelli

Trial Consultant, Legal Technology Consulting Inc.

 

 

 

 

 

 

Thurgood

Marshall Ball Room

South

EDD 501

Litigation Hold Best Practices: How to Implement and Effective, Integrated Legal Hold/Workflow Process

This session will demonstrate the benefits of implementing a legal hold process, demonstrative tips for an effective legal hold strategy and provide an overview of the cutting edge tools that facilitate the automation of the legal hold process.

 

·          Browning Marean, Esq.(M)

Partner Electronic Discovery Readiness and Response  Group- Co-Chair DLA Piper US LLP

·         Laura Kibbe Esq.

 Epiq Systems, Senior Vice President

·         David Kessler, Esq.

Partner, Drinker Biddle & Reath, LLP

 

Wilson B

EDD 502

EDD Project Management- Staying in Control

Walk through a mock E-Discovery project from start to finish and learn how to deal effectively with common and not so common problems along the way. Litigation Support Today’s TechTalk Brothers discuss both vendor project management concerns and solutions.

 

·         Rachi Messing

Vice President of Technology Services, DiscoverReady

·         Shimmy Messing

Partner, Responsive Data Solutions

                                                 

  6:00pm -  7:00pm

 

Ticketed Event

Maryland

 

Networking

Awards Reception – Ticketed Event

 

  7:00pm - 10:00pm

 

Ticketed Event

Maryland

Networking

Betsy Ann Reynolds Awards Dinner - Ticketed Event

 

Sponsored by:  UHY Advisors FLVs

 

                                             


 

Schedule at a Glance

May 7, 2009 – May 8, 2009

As of April 23, 2009

 

Friday, May 8, 2009           Copyright 2009 – Conexion International Media, Inc – All Rights Reserved

Time

Room

Session ID

Event Description

  7:30am -12:00pm

Registration

B

 

Registration open

  8:30am -  9:30am

 

Doors open at 8:00am

 

 

 

Thurgood

Marshall Ball  Room

East

General

Session

 

Special Continental Breakfast Session – Sponsored by LexisNexis

 

Introduction to Legal Knowledge Management 

Knowledge management is nothing new, but there is still no agreed-upon definition.  The way organizations implement KM efforts and initiatives varies widely; and law firms are no exception.  This session will be a general introduction to knowledge management, focusing on the basics.  It aims to help you decide whether to introduce KM at your firm, and how it can help -- not only in the practice of law, but also in the business of law.  A question & answer session will follow the presentation. 

 

·          Patrick DiDomenico

Chief Knowledge Officer, Gibbons P.C.

·          Doug Stansfield
Group Manager, LexisNexis Integration Services

 

  9:30am -  9:45am

Break

 

Transition Period

 

  9:45am - 10:45am

 

Wilson A

GLS 601

Bringing ESI in-house Hot Idea or Not

This panel discussion with E-Discovery experts will discuss the criteria to determine the best strategy for finding a balance between in-house and outsourced e- discovery.  Attendees will gain practical advice on how to divide resources to ensure the most effective E-Discovery process, and tips and tools for collaborating to mitigate duplication of efforts between in-house and outside teams.  Finally, the discussion will highlight the important issues of cost and how a balanced in-house strategy can drive ROI for the organization overall.

 

·         Dean Gonsowski
Vice President of E-Discovery Service Clearwell Systems, Inc.
  • George I. Rudoy

Director, Global Practice Technology & Information Services Shearman & Sterling LLP

  • Larry Briggi

Managing Director, FTI Technology

·         Marc S. Mayerson, Esq.

Partner, Spriggs & Hollingsworth

 

 

 

Thurgood

Marshall Ball  Room

South

EDD 601

EDRM Search Project

Search.  How often has an attorney called you and said “please search the database for the following terms”?  Do you really understand how Search works?  Recent case law has shown that the judiciary’s sense of humor is severely limited when it comes to how parties are handling their data. Now more than ever the entire litigation team needs to understand Search and how to employ it correctly. The EDRM Search project was developed to help put a framework around Search, giving it definition and shedding light on the “black box” of Search technology.

 

·         George J. Socha, Jr., Esq.

Socha Consulting LLC

·         Ralph C. Losey, Esq.(M)

Shareholder, Akerman Senterfitt

 

 

Wilson B

PJM 601

Project Management for Litigation Clinic – Execution & Closure

Executing the plan, handling strategy and/or plan changes (use of change management), managing budgets and expectations, and making sure users are informed and information is relevant, right and properly managed and used and handled. Assessing what you have learned, turning preferences and lessons learned into standards.

 

·          Alice Burns

Technology Consultant, Baker Robbins & Company

 

10:45am - 11:30am

Exhibit

Hall

 

Coffee Break - Sponsored by:  doeLegal

 

 

Thurgood

Marshall Ball  Room

South

EDD 701

Strategies and Technologies to Optimize and Accelerate Review

It’s no secret that clients are under extreme economic pressure to minimize the cost of document review while not sacrificing quality.  As a direct result, law firms are increasingly being asked to improve their review efficiencies and reduce costs.  Clients in turn need to know more about their data and how it will impact their decisions earlier in the process than ever before.  Join our panel of experienced litigation support managers and E-Discovery experts for insightful strategies and specific technologies that can make an immediate impact in overall cost reduction while accelerating the review process.

 

·         Laura Kibbe Esq.

Epiq Systems, Senior Vice President

·         Kevin Carr

President, InterLegis, Inc.

·          Gina Day, Esq.

Legal Consultant,  Kroll on Track

·          Michael Dalewitz, Esq.

co-founder, Peak Legal

 

Wilson A

PJM 701

Utilizing PMP Principles in Litigation Support

 An overview of risk management from the law firm and PMP perspective.  Discussion includes definition of risk management as it pertains to litigation support, risk analysis and response.

 

·          Margaret Morton, PMP

Practice Support Coordinator, Morrison & Foerster LLP

 

 

Wilson B

EDD 702

Production – XML Format – Salvation or Red Herring

Many in the legal world welcomed with excitement the release of the EDRM XML Standard, looking forward to industry-wide compliance and salvation from the cumbersome job of manually piecing together products to address end-to-end E-Discovery. This lecture discusses the process and technology issues that must be addresses to ensure the widespread use of and compliance with this standard.

 

·          Rebecca Prince

Global Manager of Litigation Technology at McDermott Will & Emery LLP

·          Kurt Leafstrand

Director of Product Management, Clearwell Systems

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Thurgood

Marshall Ball Room

East

LDS 701

How to Lead a Litigation Support Department

Hear from working litigation support managers on how best to lead a litigation support department.  Discussion includes how best to motivate and inspire staff, internal marketing, hiring the right staff, implementing policies, technologies and procedures and what pitfalls to avoid in the changing environment for litigation support professionals.

 

·          Josh Sacks (M)

Managing Director, Peak Litigation Support

·         Duane Lites

Director, Litigation Support, Jackson Walker LLP

·         Bruce Markowitz, ECMP

Director of Litigation Support, McKenna Long & Aldridge LLP

·         George I. Rudoy

Director, Global Practice Technology & Information Services Shearman & Sterling LLP

 

12:30pm -   1:30pm

General Session

 

Lunch -  Sponsored by InterLegis

 

 

 

 

  1:30pm -   2:30pm

 

Thurgood

Marshall Ball Room

East

GLS 801

Production of Metadata - What does rule 34 really require and what do the courts think is required?

This presentation will walk through the differing treatment of metadata in the federal court houses and provide guidance to lawyers and practitioners on a better, more predictable, formula to follow when presented with questions related to the production of metadata.

 

·          Shannon Capone Kirk

E-Discovery Counsel, Ropes & Gray

 

Wilson A

GLS 802

Best Practices for Handling Foreign-Language Documents in Litigation

Sprechen Sie Korean? Best Practices for Handling Foreign-Language Documents in Litigation - This session will examine best practices for working with non-English documents and finding time - and cost- effective solutions for clients. Topics will range from assessing document collection and processing technology to identifying the types of services and foreign language specialists that can help a legal team fin the value - not just the costs - of working with foreign language materials.

 

·         Conrad J. Jacoby, Esq.(M)

efficientEDD

·         Todd Haley

Vice President of E-Discovery,  ePIC

·         Lillian Clementi

Managing Principal, LingualLegal

 

Wilson B

CF 801

How to Interview for the Job You Want

This interactive session will offer you the opportunity to exchange ideas with top hiring managers from the AmLaw 200, corporate and vendor community.  For Job Hunters: Learn what top hiring managers are really looking for. For Hiring Managers: Interview questions and techniques that will help you hire the right talent for your organization.

 

·          David Cowen (M)

Founder and President, Cowen Group

·          Rebecca Prince

Global Manager of Litigation Technology at McDermott Will & Emery LLP

·          Margaret Morton, PMP

Practice Support Coordinator, Morrison & Foerster LLP

 

 

 

 

 

 

 

 

  2:30pm -   3:15pm

Exhibit

Hall

 

Afternoon Break

 

  3:15pm -   4:15pm

 

Thurgood

Marshall Ball Room

East

GLS 901

Leaving Bread Crumbs - Documenting the Process

Presenters will discuss and review key elements of documentation throughout the E-Discovery process using the EDRM model.  Some examples may include chain of custody, identification forms, collection, collection documents, meet and confer summaries or production logs.

 

·          Julie K. Brown

Litigation Technology Manager , Vorys, Sater, Seymour and Pease LLP

·         Charlotte Riser Harris (M)

                   Independent Consultant

 

Wilson A

EDD 901

Litigation without EDD Borders

Gain insight into the key issues and strategies for managing evidence and protecting your client’s interest in a global landscape.  Discussion on privacy in the European Union and directive on Data protection

 

·         George J. Socha, Jr., Esq. (M)

Socha Consulting LLC

·         Nigel Murray

Managing Director, TRILANTIC

·         John Tredennick

 founder and CEO,  Catalyst

·          Scott W. Merrick

 International Marketing Director, LDM Global

·          Sandra Potter

Managing Director, Potter Farrelly & Associates.

 

Wilson B

CF 901                 

What’s Next: New and Emerging Career Opportunities for the Litigation Support Professional

Discover what is next on the career horizon for litigation support professionals. Take away tips and tools to develop a proactive plan to help you navigate this ever changing road.

 

·         Mary Pat Poteet

Director, Litigation Support, DLA Piper US LLP

·          Larry Briggi

Managing Director, FTI Technology

·         David Cowen (M)

Founder and President, Cowen Group

 

  3:15pm

 

 

Exhibits Close

  4:15pm

 

 

Event Ends

 

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