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2011 Advanced eDiscovery Institute (All Available Sessions)


Product Code - LGAU10
Speaker(s): More than 40 speakers
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Georgetown Law CLE’s stellar Advanced eDiscovery Institute is now available as a series of OnDemand programs. These programs offer an opportunity to review all current issues related to eDiscovery delivered by leading experts in the field. Collectively, these programs include more judicial speakers than any other eDiscovery CLE event in the country. With 17 total hours of content available there’s something for everyone.

Session I - eDiscovery Case Law Update
In what has become a Georgetown staple, this year’s conference once again opens with a panel of federal judges from across the country who will discuss the hottest cases and trends from the perspective of the bench. Moreover, in direct response to audience feedback, and because so many members of the judiciary are assembled in one program, we have expanded this session to make the most of our opportunity to learn from those who ultimately decide whether an eDiscovery practice is legally defensible.

Session II - Corporate Approaches to Electronic Information Management: How to Manage Data and Prepare for Litigation in an Increasingly Mobile World
New modes of communication and emergent forms of information continue to present strategic problems from companies for both compliance and eDiscovery standpoints. This session focuses on the issues raised by emerging technologies (including the risks posed by unplanned adoption of new systems and the potential downside of programs like “bring-your-own-device-to-work”), explores how strategic planning can lessen the burdens and costs imposed on corporations for eDiscovery obligations, and explains how to make the ROI-case for proactively implementing comprehensive records management, compliance, and eDiscovery programs and technologies.

Session III - The Business of eDiscovery: “The Times They are A-Changin’”
This panel builds upon themes that were introduced during last year’s novel session and continues to explore the extraordinary transformation that is taking place in the eDiscovery industry. Issues that will be analyzed include: Law firm trends regarding eDiscovery practices; How law firms and providers are pricing eDiscovery services (hourly, alternative or flat fee?); What business models are working for vendors, and which models can no longer compete; How to avoid the “race-to-the-bottom” when pricing services; Whether a cost-per-Gigabyte billing structure is still viable; What are the biggest areas of predicted growth for the industry; the ongoing debate and trends around corporations in-sourcing vs. outsourcing eDiscovery services; and what new technologies and pricing models are the hottest?

Session IV - State Approaches to eDiscovery
Most civil litigation is conducted in state, not federal court. The states have taken a variety of approaches to eDiscovery, including adopting the 2006 amendments to the Federal Rules in toto, adopting discrete parts of the amendments, rejecting all or components of the Federal Rules, relying on state-specific case law development, doing nothing at all, or a combination of all of the above. This panel, which includes judges from several states, looks at these approaches and considers how practitioners and parties can implement best practices for complying with eDiscovery obligations in state court.

Session V - eDiscovery in Investigations and Litigation Before Federal Agencies
In today’s digital world, ESI is a central component of what is sought, reviewed, and produced when federal agencies investigate corporate entities or individuals. This panel looks at such investigations from the varying viewpoints of government regulators and private actors and considers, among other issues, the breadth of investigations, responses to governmental inquiries and demands for ESI, and the preservation of privilege in the investigatory context.

Session VI - Pragmatic Practices for Resolving eDiscovery Cross-Border Conundrums
The impact of international data privacy restrictions on e-Discovery is more widespread than ever. Counsel in multi-national matters must be prepared to face new challenges unknown to domestic practice, ranging from highly complex questions concerning sensitive personal data in the EU, to overcoming data privacy in emerging nations where societal and cultural distinctions may pose even greater challenges. This session will explore: strategies and tactics favored by both domestic and foreign counsel in grappling with cross border eDiscovery; the mind set and approach of foreign privacy authorities and practical strategies for seeking common ground; and the spread of privacy law and regulations in emerging markets, including data privacy issues associated with “offshoring” eDiscovery, as well as navigating data privacy and eDiscovery in the rapidly developing South American market.

Session VII - Who’s Really in Charge? Best Practices for eDiscovery Project Management
In the eDiscovery context, it is often unclear who has responsibility for which tasks and who is empowered to delegate to various stakeholders: The lead trial lawyer who is focused on the substance of the case? Outside counsel’s litigation support professionals that handle data? In-house lawyers, IT staff, or business personnel who oversee the collection and analysis of data? eDiscovery vendors or experts who handle data processing, hosting, forensics, and document review? No one at all? This session explores how well-designed project management can accomplish the goals of providing clear direction for all of an eDiscovery project’s stakeholders, avoiding duplication of tasks, sustaining “defense-of-process objections” that can side-track a case, and ensuring that all critical eDiscovery tasks are accomplished in a timely and defensible manner throughout the life of a case.

Session VIII - Workshop on Designing Corporate Policies
Records today take many different forms, which present both business opportunities and new risks associated with inappropriate behavior, disparagement of competitors, or unforeseen reliance by third parties on statements published in unendorsed or unauthorized spaces. Proper records management is in the best interest of a company’s employees, their clients, and regulators, and is the necessary first step in developing legally defensible eDiscovery practices. This session will explore how some of the largest companies created policies to address these concerns, what procedures were put in place to monitor compliance, which stakeholders in the companies helped formulate the policy, as well as the various considerations that formed the basis of those policies. It will also review real world examples of lessons learned and provide attendees practical take-aways, including proven checklists.

Session IX - The Collision of U.S. Privacy Laws and eDiscovery: The Experts’ Perspectives
The sectorial approach to U.S. privacy laws and recent developments at the FTC, in Congress, and court decisions have created an evolving patchwork of regulations and requirements affecting both privacy and information management. This panel of high-profile privacy experts will provide an overview of the current privacy climate, including new developments in workplace privacy, health information technology, state data breach laws, electronic communications, and the storage of personal information. Knowledge of how these laws are informing access to information, and ultimately, discovery, is a must for any attorney involved in the information management lifecycle, including litigation.

Session X - Future of the Rules--New Developments
Rule-making committees, think tanks, leading industry thought leaders and other policy-influencing bodies continue to develop and fine-tune standards for workable and legally defensible eDiscovery practices. This panel will report on the many new initiatives that are having a concrete impact and will be shaping the eDiscovery landscape in the years to come, including the Federal Rule Advisory Committee’s activities concerning proposed rule amendments to address preservation and sanctions issues, recent Sedona Conference publications, as well as one court’s first-of-its-kind eDiscovery Special Masters Program.

Session XI - Avoiding Ethical Minefields of eDiscovery
The ever-shifting technology landscape that allows for the worldwide and virtually instantaneous exchange of all types of information presents new challenges for traditional, jurisdictional-based ethics concepts that have their foundation in a “paper” world. This panel explores lurking ethical problems in the eDiscovery realm, and offers practical insights on how to protect yourself even when no clear standards are on point.

Session XII - Defending the Use of Analytical Software in Civil Discovery
The increasing volume of information that must be reviewed in complex litigation makes traditional linear review both too expensive and too time-consuming, prompting attorneys and clients to seek other ways to effectively and efficiently identify and review large amounts of information for relevance and responsiveness. Although it is not generally accepted that analytical software is at least as effective as human review at identifying relevant documents, questions remain about the defensibility of the use of such software in civil discovery. This session will discuss how the application of analytical software can be defended, with a focus on relevant case law, Rule 26(g) of the Federal Rules of Civil Procedure, and Rule 502 of the Federal Rules of Evidence.

Session XIII - Judicial Roundtable
Our program closes with another Georgetown tradition, an open agenda roundtable discussion among leading judges in the field of eDiscovery, addressing questions posed by the audience. Once again in direct response to audience feedback, we devote extra time for this highly-rated session. Nowhere else will you hear from so many judges sharing their perspective and collective wisdom on eDiscovery.

More than 40 speakers

Steve Akers / Digital Reef Inc.
Steve Akers is the founder of Digital Reef. A highly successful entrepreneur, Steve has spent his career designing cutting-edge technology solutions that solve complicated and very large scale business problems. As chief technology officer in the Lucent Technologies Inc. “Wireline” business unit, Steve worked closely with Bell Laboratories to deliver large-scale technologies for integrating data, optical, and wireless networking across a common set of IP technologies. Steve came to Lucent from Spring Tide Networks, a company he co-founded in 1998. During Steve’s tenure, Spring Tide became the premier provider of “IP Service Intelligent” switches for enhanced data services over IP networks. Steve and his team architected and designed the wireless, wire line, and broadband platform that inspired the purchase of Spring Tide by Lucent in 2000. As chief technology officer and key architect at Shiva Corporation, a maker of remote access and virtual private networking equipment, Steve partnered with Nortel networks to deliver remote access server and carrier-based VPN technologies. Steve’s networking, storage, distributed file systems, and security experience also includes key positions at Stratus Computer, Hewlett-Packard, and Apollo Computer. Steve holds a Master of Science in Computer Science degree from Boston University, a Master’s degree in Business Administration from the University of Massachusetts at Lowell, and a Bachelor of Science degree from Michigan State University.

Thomas Y. Allman / Cincinnati
Thomas Y. Allman is an attorney and consultant. He speaks and writes extensively on the interrelationship of corporate compliance policy and the effective management of electronically stored information (“ESI”). Thomas is co-editor of the PLI Electronic Discovery Deskbook and an Adjunct Professor at the University Of Cincinnati College Of Law. He is also Chair Emeritus and an active member of the Steering Committee of The Sedona Conference® Best Practice Recommendations for Addressing Electronic Document Production and was Senior Editor of the Second Edition (2007). He has authored or edited several other publications of The Sedona Conference®, including The Sedona Guidelines for Managing Information and Records in the Electronic Age, The Sedona Conference® Commentary on Legal Holds, The Sedona Conference® Commentary on Email Management, and The Sedona Conference® Best Practices Commentary on Search & Retrieval Methods. Thomas practiced law as a Partner at Taft, Stettinius & Hollister LLP in Cincinnati until joining BASF Corporation as Vice President, Litigation, in 1993. He retired in 2004 as Senior Vice President, General Counsel, and Chief Compliance Officer at BASF and thereafter spent three years as Special Counsel to Mayer Brown LLP in Chicago.

Michael R. Arkfeld / Arkfeld & Associates
Michael R. Arkfeld is considered one of the leading experts in the field of electronic document retention, discovery, production and admissibility of electronic information. As a former assistant United States Attorney for the District of Arizona, Michael handled multimillion-dollar cases involving personal injury, medical malpractice, wrongful determination and a host of other tort claims. He has appeared before both federal and states appellate courts and has extensive experience in jury (over 30 trials) and bench trials. His case duties included comprehensive case management plans, investigation and deposing of expert and lay witnesses, pre-trial preparation of witnesses and document organization, pretrial filing of documents, and appearances for motion hearings, pretrial conferences, trials, and appellate arguments. Since 1985, Michael has incorporated personal computers extensively in his legal practice, and lectures and consults throughout North America and internationally on the impact of technology to the practice of law and the discovery and admission of electronic evidence. Michael was the recipient of the 2004 E-Evidence Thought Leading Scholar Award. Michael is the author of Arkfeld on Electronic Discovery and Evidence, four Best Practice Guides on E-Discovery and numerous articles on technology and the practice of law. Michael has been a primary organizer for many law related technology conferences in the United States and a presenter at over 200 conferences, seminars and training sessions.

Mark Austrian / Kelley Drye & Warren LLP
Mark Austrian is a partner at Kelley Drye & Warren LLP at the Washington, D.C. office. He focuses his trial practice on litigation, mediation and arbitration proceedings, including matters in intellectual property, toxic tort, products liability, customs, telecommunications, commercial and environmental law areas. He also specializes in issues relating to document retention in anticipation of litigation and eDiscovery. Mr. Austrian served as a law clerk in the U.S. District Court for the Eastern District of New York from 1970–1971.

Christina Ayiotis / Information Governance, CSC
Christina Ayiotis, Esq., CRM, specializes in information governance, particularly focusing on privacy, data protection, cybersecurity, records & information management and discovery (e- or otherwise). For the last three years, she has taught Information Policy at The George Washington University (as an Adjunct Professor). She recently served for several years as Deputy General Counsel at CSC. Prior to that, she led Booz Allen Hamilton’s Integrated Records and Information Management Program. She earned her B.S. (in Biology) and BA (in Philosophy) both magna cum laude, (as well as Minors in Mathematics and French) from Virginia Commonwealth University and her JD from the College of William and Mary. She is licensed to practice law in Virginia and DC. She is also a Certified Records Manager.

Courtney Ingraffia Barton / AOL Inc.
Courtney Ingraffia Barton is an assistant general counsel in the corporate legal department at AOL Inc. She manages litigation and complex issues related to litigation preparedness and readiness, compliance, legal holds, and electronic discovery processes for both litigation and regulatory matters. Prior to joining AOL, she was in private practice where she advised clients on the rules related to electronically stored information (ESI), records and information management, technology assessments, cost considerations, ethics and international and global data issues. Courtney is also an accomplished litigator, specializing in products liability, toxic tort and environmental matters. She served as a trial attorney with the United States Department of Justice from 2004- 2005 and she is a Certified Information Privacy Professional (CIPP). Courtney is a founding Co-Chair of the District of Columbia Bar Association Section of Litigation E-Discovery Committee. She is also an active member in the Sedona Conference® where she is a participant in the Working Groups on Electronic Document Retention and Production and International Electronic Information Management, Discovery and Disclosure. Courtney serves on the Advisory Board and Planning Committee for the Georgetown Advanced E-Discovery Institute and the Advisory Board for BNA’s Digital Discovery and E-Evidence. She has served on the ARMA Electronic Discovery Advisory Board and the E-Discovery Advisor Editorial Board. She is a prolific writer and frequent speaker on all aspects of e-discovery and is co-editor, along with Michael D. Berman and the Honorable Paul W. Grimm of “Managing E-Discovery and ESI: From Pre-Litigation through Trial,” published by the ABA in 2011. Courtney received her J.D. cum laude from Tulane Law School, an M.P.H. from Harvard University, and her B.A. from Colby College. She is a member of the District of Columbia, Virginia and Louisiana Bar Associations.

Renato Opice Blum / Opice Blum Advogados Associados Alameda
Renato Opice Blum is an attorney and economist, is the digital law coordinator of GVLaw and of the MBA on Electronic Law at Escola Paulista de Direito. Renato is an invited-professor at USP and Mackenzie Presbyterian University. Renato also serves as president of the Council of Information Technology and Communication of the Commerce Federation of São Paulo/SP and of the Technology Law Committee of AMCHAM and is advisor of the Committee of High Technology Crimes of Brazilian Bar Association. Additionally, Renato is a coordinator and co-author of the books “Manual of Electronic Law and Internet” and “Electronic Law: Internet and the Courts.”

Kevin F. Brady / Connolly Bove Lodge & Hutz LLP
Kevin F. Brady is a Litigation Partner and Chair Business Law Group of Connolly Bove Lodge & Hutz LLP and Chair of the firm’s Information Security, Electronic Discovery and Records Management Group. Mr. Brady represents clients in corporate and commercial litigation in the Delaware Court of Chancery, the Delaware Superior Court, and the District of Delaware. Mr. Brady is involved in the representation and counseling of corporations, boards of directors, officers, individual directors and individual shareholders covering matters related to mergers and acquisitions, breach of fiduciary duty claims, fraud, advancement/indemnification, D&O insurance, Section 262 appraisals and receiverships, as well as matters involving corporate governance and interpretation of the Delaware General Corporation Law and federal securities matters nationally and internationally. Mr. Brady also serves as Delaware counsel in patent litigation as well as environmental insurance coverage litigation, and D&O insurance coverage litigation. Mr. Brady has represented clients in complex commercial litigation, arbitration and administrative matters including class actions, mass torts, products liability, insurance coverage, fraud and breach of contract matters in numerous state and federal courts.

Allison L. Brecher / Marsh & McLennan Companies, Inc.
Allison L. Brecher is a Senior Litigation Counsel and Director of Information Management & Strategy of Marsh & McLennan Companies, Inc., a global financial services company based in New York. Allison coordinates and oversees the search and collection of electronic records when requested of the company’s more than 50,000 employees in over 100 countries in the context of litigation, subpoenas, government investigations, internal audits, and similar matters. She was recently selected to become a member of the Advisory Board of the Georgetown University Law Center’s E-Discovery Institute. She frequently writes and speaks about emerging issues relating to this growing area of law. Before and during law school, Allison worked as a field reporter/producer at several television stations. Allison graduated from Union College (B.A. cum laude with high honors 1993) and DePaul University College of Law (J.D. 1996), where she was a member of a law journal, received several American Jurisprudence awards, and served as a legal writing teaching assistant.

Alan Brill / Kroll
Alan Brill is senior managing director for the Information Security, Forensics and DataBreach practice of Kroll. He consults with law firms and corporations on investigative issues relating to computers and digital technology, including the investigation of computer intrusions, Internet fraud, identity theft, misappropriation of intellectual property, cases of internal fraud, data theft, sabotage and computer security projects designed to prevent such events. As the founder of Kroll’s global high-tech investigations practice, his work has ranged from large-scale reviews of information security and cyber-incidents for multi-billion dollar corporations to criminal investigations of computer intrusions. He has worked on many of Kroll’s major international projects. With more than 33 years of consulting experience, he has assisted firms with a wide range of technology security issues. He is the author/co-author of 5 books and dozens of articles. He has appeared on many news programs, and has testified on technology security before congressional committees and federal agencies. He holds B.A. and M.B.A. degrees from NYU and is a graduate of the National Security Management Program of the National Defense University, Industrial College of the Armed Forces.

Heather Bryden / Capital One
Heather Bryden is a director of eDiscovery and assistant general counsel at Capital One.

William P. Butterfield / Cohen, Milstein, Hausfeld & Toll, PLLC
William P. Butterfield a partner at Hausfeld LLP, concentrates on antitrust litigation and is an internationally recognized authority on electronic discovery. Mr. Butterfield’s recent achievements include settlements of over $120 million in a lawsuit alleging output restrictions in the wood products industry (In re OSB Antitrust Litigation, (E.D. Pa.)), and almost $100 million in an antitrust case involving the chemical industry (In re Hydrogen Peroxide Antitrust Litigation, (E.D. Pa.)). Previously, Mr. Butterfield was one of the principal attorneys involved in nationwide litigation challenging lending practices conducted by one of the nation’s largest subprime lenders. In that case, Mr. Butterfield worked extensively with the FTC and was responsible for bringing nationwide media and Congressional attention to lending practices conducted by Associates Finance. The plaintiffs and FTC eventually settled with Citigroup (which had acquired Associates Finance) for $240 million (In re Citigroup Loan Cases, J.C.C.P. 4197). Mr. Butterfield was also a principal attorney for the plaintiff classes in In re Prudential Securities Limited Partnerships Litigation, which settled for $137 million, and In re PaineWebber Securities Litigation, which settled for $200 million.Mr. Butterfield has been a leader in the field of ediscovery since the early 1990s, when he helped design and implement an electronic document repository to manage more than 15 million pages of documents produced in a complex securities case. In 2005, Mr. Butterfield testified before the U.S. Judicial Conference Rules Committee regarding proposed electronic discovery amendments to the Federal Rules of Civil Procedure. Mr. Butterfield is on the Steering Committee of The Sedona Conference® Working Group on Electronic Document Retention and Production. He is also a member of the Sedona Conference® Working Group on International Electronic Information Management, Discovery and Disclosure. Mr. Butterfield serves on the faculty of Georgetown University Law Center’s Advanced E-Discovery Institute and the Masters Conference Advisory Board. Mr. Butterfield has testified as an expert witness on e-discovery issues, and speaks frequently on that topic domestically and abroad. Recently, he served as co-chair for the 12th Annual Sedona Conference® on Complex Litigation, and as a participant at the Duke University School of Law: 2010 Advisory Committee Conference on Civil Rules. Mr. Butterfield began his legal career as an assistant prosecuting attorney for Montgomery County, Ohio. In private practice, he has served as outside counsel for federal banking agencies, where he investigated and litigated claims in connection with failed financial institutions. He has also defended individuals and companies in federal courts and administrative tribunals in matters involving securities and commodities fraud, insider trading, takeover litigation, broker-dealer violations and registration issues.

Adam I. Cohen / New York
Adam I. Cohen is a senior managing director in the New York office of FTI’s Technology Consulting practice. Mr. Cohen is a nationally recognized expert in electronic discovery and electronic information management policy issues, who advises on planning and implementation issues associated with every phase of electronic discovery in litigations and investigations as well as electronic information management policies and practices, including, for example, proactive litigation readiness and regulatory compliance, complying with electronic preservation obligations and avoiding spoliation sanctions, crafting and responding to discovery requests targeting electronic information, and cost containment strategies. Prior to joining FTI, Mr. Cohen was a litigation partner at Weil, Gotshal & Manges, LLP, where he represented major corporate clients in complex litigation involving computer and Internet-related issues. He is co-author (with Weil partner David J. Lender) of the treatise Electronic Discovery: Law and Practice (Aspen Publishers), which already has been cited as authority in several landmark electronic discovery opinions by Federal Courts. Mr. Cohen is co-chair of the Electronic Discovery committee of the New York State Bar Association’s Federal and Commercial Litigation Section, a member of the Advisory Board of the Georgetown Law Center E-Discovery Institute, and a member of the board of Volunteer Lawyers for the Arts. He is admitted to practice in the courts of the State of New York, as well as the United States District Courts for the Southern and Eastern Districts of New York. He holds a B.A. from Wesleyan University and a J.D. from Duke University School of Law.

Hon. Joy Flowers Conti / U.S. District Court for the Western District of Pennsylvania
Hon. Joy Flowers Conti is a federal district judge for the Western District of Pennsylvania. Prior to her appointment, she was a shareholder with the Pittsburgh office of Buchanan Ingersoll, Professional Corporation now Buchanan Ingersoll Rooney (“Buchanan”), and prior to joining Buchanan she was a partner with Kirkpatrick, Lockhart, Johnson & Hutchison, now known as K&L Gates LLP. Judge Conti was a Professor of Law at Duquesne University and taught courses on civil procedure, corporations, corporate finance, corporate reorganizations and bankruptcy. She also authored several articles and chapters in treatises dealing with bankruptcy and corporate law and was a frequent lecturer at seminars on those matters. Judge Conti is a former President of the Allegheny County Bar Association (1993), is listed in Who’s Who in America and Who’s Who in American Law and while practicing law was listed in The Best Lawyers in America. She is a member of the prestigious American Law Institute and the American College of Bankruptcy. She also was Governor-at-Large of the Pennsylvania Bar Association (“PBA”), was the Chair of the PBA’s Business Law Section, and received the PBA’s 1995 Anne X. Alpern Award which annually recognizes one outstanding woman lawyer. She was also the President of the Third Circuit Historical Society. Judge Conti is a summa cum laude graduate of the Duquesne University School of Law, where she served as Editor-in-Chief of the Duquesne Law Review. Judge Conti is the Chair of the Judicial Conference Committee on the Administration of the Bankruptcy System beginning October 1, 2010. She is a member of the Bankruptcy Forms Modernization Project. She served as the Chair of the Local Rules Committee for the United States District Court for the Western District of Pennsylvania from 2003-September 2010 and is currently the Chair of the Alternative Dispute Resolution Committee for the United States District Court for the Western District of Pennsylvania. Judge Conti received the American Inns of Court 2009 Professionalism Award for the Third Circuit.

Conor R. Crowley / Conor Crowley Consulting
Conor R. Crowley leverages his experience as a litigator and testifying expert to advise corporations, law firms and government agencies on e-discovery readiness and responsiveness, information governance, international e-discovery and data privacy. Mr. Crowley is a member of the Steering Committee for The Sedona Conference Working Group on Best Practices for Electronic Document Retention and Production in addition to being the Editor-in-Chief of The Sedona Conference Commentary on Proportionality in E-Discovery, and Senior Editor of a number of The Sedona Conference’s publications including The Sedona Conference Commentary on Legal Holds and The Sedona Principles (Second Edition): Best Practices Recommendations & Principles for Addressing Electronic Document Production. He is an inaugural member of both the Advisory Board for Georgetown University Law Center’s Advanced E-Discovery Institute and the Board of Advisors for BNA’s Digital Discovery & e-Evidence, and a member of The Sedona Conference Working Group on International Electronic Information Management, Discovery and Disclosure, and the International Association of Privacy Professionals.

M. James Daley / Daley & Fey LLP
James Daley is the founding partner of Daley & Fey LLP, a boutique law and technology consulting firm that helps global clients reduce legal risk and costs of e-discovery, records management and data privacy compliance. Jim is a frequent author and speaker on e-discovery, records management and data privacy. He serves as Co-Chair of The Sedona Conference® Working Group on International Electronic Information Management, Discovery and Disclosure (WG6); Co-Chair of the Sedona Conference® Search and Retrieval Sciences Group; Co-Editor-in-Chief of The Sedona Conference® Framework for Analysis of Cross-Border Discovery Conflicts: A Practical Guide to Navigating the Competing Currents of International Data Privacy and E-Discovery (2008); Co-editor of The Sedona Conference® International Overview of Discovery, Data Privacy & Disclosure Requirements (2009); and Co-author of the United States Chapter for Mason, Stephen, ed. Electronic Evidence (2d edition). London: LexisNexis Butterworth (2010).

Hon. Herbert B. Dixon, Jr. / Superior Court of the District of Columbia
Hon. Herbert B. Dixon, Jr. was appointed to the Superior Court of the District of Columbia in 1985. He received a Bachelor of Science degree in Electrical Engineering from Howard University and his Juris Doctor degree from Georgetown University Law Center. Following law school, Judge Dixon served as law clerk to the Honorable H. Carl Moultrie I, then an associate judge on the Superior Court of the District of Columbia. Immediately thereafter, Judge Dixon entered private practice, which included criminal defense, civil and appellate litigation, corporations, administrative procedures, domestic relations, and public utility regulation. Judge Dixon is a former Chair of the National Conference of State Trial Judges of the American Bar Association, a member of the ABA TECHSHOW Planning Board, a member of the Board of Trustees of the Foundation of the Bar Association of the District of Columbia, Senior Judicial Advisor to William & Mary Law School’s Courtroom 21 Project, and a member of the American Law Institute – American Bar Association (ALI-ABA) Advisory Panel on Technology. Judge Dixon has served on the Board of Directors of the Bar Association of the District of Columbia, the National Board of Directors of the American Lung Association, the Board of Directors of the Combined Health Appeal of the National Capital Area, the Board of Directors of the District of Columbia Lung Association, the Board of Directors of the Council for Court Excellence, the Board of Directors of the Junior Citizens Corps, and the Board of Directors of the Capitol View Development Corporation. Within the Superior Court, Judge Dixon is a former presiding judge of both the Civil Division and the Multi-Door Dispute Resolution Division, and served as Chair of the Electronic Filing Pilot Project, which received national recognition for its success. Judge Dixon is a member numerous local and national organizations.

Susan Dumais / Microsoft
Susan Dumais is a principal researcher in the Context Learning and User Experience for Search (CLUES) group at Microsoft Research. Her research is at the intersection of information retrieval and human-computer interaction.

David Dunn / Hogan Lovells US LLP
David Dunn is a partner in the litigation, arbitration and employment group of Hogan Lovells, in the firm’s New York office. David practices in a wide range of complex litigation matters including banking and financial services, employment and disputes arising from international transactions. His practice regularly includes matters involving commercial agreements, creditors’ rights, lender liability, employer obligations under agreements or statutory schemes and claims of unfair trade practices. He has repeatedly represented international clients in disputes and litigation in courts in the United States and other nations involving issues of sovereign immunity, personal and subject matter jurisdiction, choice of laws and enforcement of foreign awards or judgments. David has been a partner in Hogan Lovells and its predecessor since 2000, and has practiced commercial litigation and employment law in New York since 1983. From 1980 to 1983 he was Chief Counsel to a Member of the National Labor Relations Board. David is a 1978 magna cum laude graduate of the Cornell University Law School, where he was Articles Editor of the Cornell Law Review. He also received his undergraduate degree from Cornell in 1974. David is a member of the New York and District of Columbia Bar and the bars of numerous federal courts including the United States Supreme Court.

Gene Eames / Pfizer Inc.
Gene Eames specializes in the use of search technologies and analytic approaches used to target data in a transparent and validated manner when responding to e-discovery requests. Mr. Eames works with Discovery Counsel, Discovery Managers, Pfizer’s Legal Alliance and strategic partners to develop strategies for defensibly yet proportionally right-sizing review and production efforts in compliance, investigations and litigation matters. He is currently initiating the development of a Data Targeting Strategy Map to assist the legal teams with risk assessment and identification of hierarchical targeting opportunities for appropriately scoping data subject to e-discovery efforts. Mr. Eames has previously worked as a consultant with service providers in the e-discovery market.

During that time he was appointed as a Special Master in U.S. District Court litigation, where he acted as a neutral expert in the comparative analysis of corporate data sets at the heart of a dispute. As a data analytic consultant he successfully targeted data with highly effective results in hundreds of large e-discovery matters for various Fortune 100 corporations and large national law firms. He also spent many years working as a consultant in the corporate information retrieval arena developing enterprise search and knowledge management applications and implementations. He began his career as a Litigation Support and Practice Support manager at a large national law firm, where he spent 17 years. Mr. Eames often speaks at industry trade conferences, publishes articles and white papers related to analytic approaches to legal search, and is an active member in the EDRM.

Robert A. Eisenberg / Precise, Inc.
Robert A. Eisenberg is the Vice President of discovery consulting at Precise, Inc. Eisenberg has more than 30 years of legal industry expertise, from practicing law and consulting services related to the discovery of electronically stored information (ESI), computer forensics, and proactive electronic data preservation and retention. As Precise’s vice president of discovery consulting, Eisenberg collaborates with clients to further ensure the cultivation of comprehensive, fitting discovery solutions. Eisenberg’s accomplishments include serving as the founding chair and permanent co-chair of the Advanced E-Discovery Institute (AEI) at the Georgetown University Law Center in Washington, D.C., as well as the originator and founding co-chair of Georgetown Law Center’s EDiscovery Training Academy. Additionally, Eisenberg is a founding member of The Sedona Conference Working Group (SWG) on Best Practices for Electronic Data Retention and Production, most recently served as vice president of eDiscovery consulting at Capital Legal Solutions, Inc., and acted as a former principal with Navigant Consulting.

Jerone J. English / Litigation Management Group
Jerone English is Director of eDiscovery and the Litigation Management Group. In this capacity, he is responsible for Intel's ediscovery policies, processes and procedures. He also manages a department of legal and technology professionals that supports Intel's litigation teams. Previously, Jerone was a partner in the Los Angeles office of Pillsbury Winthrop Shaw Pittman LLP where he had over 25 years’ experience managing and litigating complex commercial disputes, primarily in the areas of antitrust and trade regulation, products liability and commercial contracts. While at Pillsbury, he also co-chaired the firm’s national eDiscovery Task Force and its eDiscovery Specialty Team.

Carol L. Eoannou / Bloomberg BNA
Carol L. Eoannou is a managing editor at Bloomberg BN. Her responsibilities include directing the content for BNA's Digital Discovery & e-Evidence web-based notification service, one of the oldest publications that reports on using electronically stored information in litigation and developing ancillary e-discovery-focused products, including webinars and books.

Amor Esteban / Shook, Hardy & Bacon L.L.P.
Amor Esteban has 27 years experience in complex litigation with particular emphasis in electronic discovery and data management. Amor has collaborated with clients in the development of policies and guidelines concerning a wide spectrum of data usage including record retention, preservation, collection, processing, production and search and retrieval. He has negotiated a number of cloud computing agreements and aided clients with cloud computing deployment. Amor is a nationally recognized expert in data privacy and international cross-border discovery. He has been recognized for exceptional standing in the legal community in Chambers USA: America’s Leading Lawyers for Business for 2011 (Band 1) and 2010 (Band 2). He is a member of the American Bar Association, where he served as Co-Chair of the Product Liability Committee for the Section of Litigation, on the ABA's Task Force on Electronic Discovery and as liaison to the Sedona Conference® Working Group 1 on Electronic Discovery. He is a Member of the Board of The Sedona Conference® and serves as a Steering Committee Member and Chief-in-Editor for The Sedona Conference® Working Group 6 on International Electronic Information Management, Discovery and Disclosure. He serves as an Advisory Board Member for the Bureau of National Affairs’ “Class Actions Reporter.” He graduated from the University Of Detroit School of Law, J.D. 1984, cum laude, and from Michigan State University with a B.A. in 1981.

Hon. John M. Facciola / U.S. District Court for the District of Columbia
Hon. John M. Facciola was appointed a United States Magistrate Judge in the District of Columbia in 1997. Prior to being appointed to the bench, he served as an Assistant District Attorney in Manhattan from 1969-1973, and was in private practice in the District of Columbia from 1974-1982. Judge Facciola joined the U.S. Attorney's Office in 1982 and served as Chief of the Special Proceedings section from 1989 until his appointment as Magistrate Judge. Judge Facciola is a frequent lecturer and speaker on the topic of electronic discovery. Judge Facciola is a member of the Sedona Conference Advisory Board, the Georgetown Advanced E-Discovery Institute Advisory Board and he is also the former Editor in Chief of The Federal Courts Law Review, the electronic law journal of the Federal Magistrate Judges Association. He is a member of the Board of Directors of the Federal Judicial Center. He wrote the chapter entitled A History or Electronic Discovery in Managing E-Discovery and ESI From Pre-Litigation Through Trial (Michael D. Berman, Courtney Ingraffia Barton & Paul W. Grimm, eds., 2011). He received his A.B from the College of the Holy Cross and his J.D. from the Georgetown University Law Center.

Hon. Peter Flynn / Illinois Circuit Court
Peter Flynn, a graduate of Harvard College and Yale Law School, practiced civil litigation (mostly complex business and commercial cases) for 30 years. He was appointed an Illinois Circuit Judge in 1999, elected in 2000, and retained by the voters in 2006. As a judge, he served in the Commercial Calendar section of the Cook County Circuit Court's Law Division from 2000 through 2002, and has served in the Chancery Division since December 2002. He is a member of the American Law Institute. He is vice chair (and a founding member) of the Chicago Bar Association's Commercial Litigation Committee. He is a member of the Board of Overseers of the Searle Civil Justice Institute at Northwestern University. Since 2002, he has taught Illinois Civil Procedure at The John Marshall Law School in Chicago. He has been a panelist or speaker in numerous judicial education and practitioner CLE programs, focusing most recently on discovery (including e-discovery) concerns. He is a member of The Sedona Conference® Working Groups 1 and 2.

Hon. James C. Francis IV / U.S. District Court in Southern District of New York
Hon. James C. Francis IV has been a United States Magistrate Judge in the Southern District of New York since October 1985 and served as Chief Magistrate Judge from 1998 to 2000. He graduated summa cum laude from Yale College in 1974, where he was a member of Phi Beta Kappa. He received his juris doctor degree from the Yale Law School in 1978 and a master’s degree in public policy from the John F. Kennedy School of Government at Harvard University in the same year. Following graduation from law school, Judge Francis clerked for the Honorable Robert L. Carter in the Southern District of New York. He then joined the Civil Appeals and Law Reform Unit of the Legal Aid Society where he conducted impact litigation in the areas of housing and education and served as director of the Disability Rights Unit. He continued in this capacity until his appointment to the bench. Judge Francis is an Adjunct Professor at the Fordham University School of Law where he teaches Constitutional Torts. He also provides instruction in the Intensive Trial Advocacy Program at the Benjamin N. Cardozo Law School and in the ALI-ABA program on Civil Practice and Litigation. He lectures frequently on topics including employment discrimination and electronic discovery. In addition to numerous judicial opinions, Judge Francis' publications include a law review article on voting rights, a chapter on pretrial management in Federal Civil Practice (G. Vairo, ed.), and several chapters of the most recent edition of Moore's Federal Practice. Judge Francis has served on the Legal Assistance, Federal Courts, Disability Rights, and Professional Responsibility Committees of the New York City Bar Association and the Federal Judiciary Committee of the New York State Bar Association.

Gilbert Greenman / Williams & Connolly LLP
Gilbert Greenman is a senior consultant for discovery and professional training at Williams and Connolly LLP.

Hon. Paul W. Grimm / U.S. District Court, District of Maryland
Hon. Paul W. Grimm serves as a full-time Magistrate Judge for the United States District Court for the District of Maryland. He was appointed in February 1997. He was appointed as Chief Magistrate Judge in May 2006. In September, 2009 he was appointed by the Chief Justice of the United States to serve as a member of the Advisory Committee for the Federal Rules of Civil Procedure. Additionally, Judge Grimm is an adjunct professor of law at the University Of Maryland School Of Law, where he teaches evidence, and also has taught trial evidence, pretrial civil procedure, and scientific evidence. He also is an adjunct professor of law at the University of Baltimore School of Law, where he teaches a course regarding the discovery of and pretrial practices associated with electronically stored evidence. Judge Grimm is a frequent lecturer at CLE programs on issues regarding evidence and civil procedure, and has lectured throughout the United States regarding discovery of electronically stored information and its admissibility in civil and criminal proceedings. He has authored several opinions that have received national attention relating to electronically stored information, including: Thompson v. HUD, 219 F.R.D. 93 (D.Md. 2003) (discussing the factors that govern the scope of discovery of electronically stored evidence, and the duty to preserve such evidence, as well as spoliation sanctions for failure to do so); Hopson v. Mayor and City Council of Baltimore, 232 F.R.D. 228 (D. Md. 2005) (addressing issues of inadvertent waiver of privilege by production of electronically stored evidence with respect to the recent amendments to the Federal Rules of Civil Procedure); Lorraine v. Markel American Insurance Company, 241 F.R.D. 534 (D. Md. 2007) (comprehensively discussing the evidentiary issues associated with admissibility of electronic evidence); CNA v. Under Armour, Inc., 537 F. Supp. 2d 761 (D. Md. 2008) (discussing the circumstances in which inadvertent disclosure of electronically stored information waives privilege and work product protection); Victor Stanley Corp. v. Creative Pipe, Inc., 250 F.R.D. 251 (D. Md. 2008) (also discussing waiver of privilege regarding inadvertent production of electronically stored information, as well as proper methods of conducting search and information retrieval searches for ESI to fulfill preservation, production and privilege review functions); and Mancia v. Mayflower, 253 F.R.D. 354 (D. Md. 2008) (discussing the duty of counsel and parties to cooperate during the pretrial discovery process to reduce the cost and burden of discovery). He has authored numerous books, book chapters, and articles on these topics. He also is a frequent lecturer at the Maryland Judicial Institute, the continuing education arm of the Maryland State Judiciary, as well as at programs for the ABA, ALI-ABA, and the United States Department of Justice’s National Advocacy Center, where he teaches courses on evidence, civil procedure, and trial advocacy.

In 2002 and 2006 Judge Grimm was awarded the Outstanding Adjunct Professor of the Year Award by the University of Maryland School of Law. In 2001, he was awarded the Maryland Bar Foundation’s Professional Excellence Award for the Advancement of Professional Competence. In 1998, he received the Maryland Institute for Continuing Professional Education of Lawyer’s Distinguished Service Award, and in 2004 he received the Daily Record Leadership in Law Award. Before becoming a Magistrate Judge, Judge Grimm was in private practice in Baltimore for thirteen years, during which time he handled commercial litigation. He also served as an Assistant Attorney General for the State of Maryland, an Assistant State’s Attorney for Baltimore County, Maryland, and a Captain in the United States Army Judge Advocate General’s Corps. In 2001, Judge Grimm retired as a Lieutenant Colonel from the United States Army Reserve. Judge Grimm is a graduate of the University of California (summa cum laude), and the University of New Mexico School of Law (magna cum laude, Order of the Coif)

Maura M. Grossman / Wachtell, Lipton, Rosen & Katz
Maura M. Grossman is Counsel at Wachtell, Lipton, Rosen & Katz, where she advises the firm and its clients on legal, technical, and strategic issues involving electronic discovery and information management, both in the U.S. and abroad. Maura was appointed by Chief Administrative Judge Ann Pfau to serve as co-chair of the E-Discovery Working Group advising the New York State Unified Court System, and by District Judge Shira A. Scheindlin to serve as a member of the Discovery Management and E-Discovery Issues Subcommittee of the Attorney Advisory Group to the U.S. District Court for the Southern District of New York. She also is involved in other initiatives to provide training on e-discovery to federal and state court judges. Since 2010, Maura has served as a coordinator of the Legal Track of the National Institute of Standards and Technology’s Text Retrieval Conference (“TREC”), a joint government/industry/academic research project studying the application of automated information retrieval technologies to ediscovery, and as an adjunct professor at both Rutgers School of Law–Newark and Pace Law School, where she teaches courses on ediscovery. Maura is a member of The Sedona Conference® Working Groups on Electronic Document Retention and Production (“WG1”), and on International Electronic Information Management, Discovery and Disclosure (“WG6”). She serves on the Advisory Boards of BNA’s Digital Discovery and E-Evidence Report and the Georgetown University Law Center’s Advanced E-Discovery Institute. In addition to her law degree from the Georgetown University Law Center, Maura also holds an M.A. and Ph.D. in Clinical/School Psychology from Adelphi University.

Ronald J. Hedges / Ronald J. Hedges LLC and Of Counsel, Corodemus & Corodemus
Ron Hedges is the principal of Ronald J. Hedges LLC. Ron serves as a special master, mediator and arbitrator. He sat as a United States Magistrate Judge in the District of New Jersey from 1986 to 2007. Among other things, Ron is a member of the adjunct faculty of Georgetown University Law Center, where he teaches an introduction to electronic discovery and evidence, and of the advisory boards of Georgetown’s Advanced E-Discovery Institute and The Sedona Conference. He is also a Visiting Research Collaborator at the Center for Information Technology at Princeton University for the academic year 2010-11.

Ian K. Hochman / Willkie Farr & Gallagher LLP
Ian Hochman as Special Counsel for e-discovery at Willkie Farr & Gallagher LLP, counsels multinational corporations on ediscovery issues in a wide range of class action, government investigation, white-collar crime, and business combination settings. Combining nearly a decade of experience as a litigator with detailed knowledge of e-discovery issues with the substantive and technological presentation of electronic evidence in state and federal courts and in criminal and regulatory proceedings before the DOJ and SEC, Mr. Hochman provides clients active in key sectors of the global economy with effective trial strategies and practical solutions. His recognized ability to implement cost-efficient and legally defensible strategies for collecting, processing, and reviewing electronically stored information thoroughly minimizes interruptions to clients’ business continuity and the exposure of their corporate strategy.

David K. Isom / Isom Law Firm
David Isom has done large, complex commercial litigation for 27 years. He has published articles on electronic discovery and has given numerous seminars throughout the United States on electronic discovery, information security for lawyers, the Internet, document retention, sources of digital information, and ethical issues relating to digital information and electronic discovery. In addition to conducting and defending electronic discovery in his own commercial litigation, Mr. Isom consults with lawyers, law firm administrators and information technology managers regarding electronic discovery and evidence. Mr. Isom is chair of the working group of the ABA's Information Security Committee that is developing and publishing information security guidelines for lawyers and law firms.

George W. Jones, Jr. / Sidley Austin LLP
George W. Jones, Jr. is a partner in the Washington, D.C., office of Sidley Austin LLP. He is a member of the American Bar Association Commission on Ethics 20/20. Since joining the firm in 1983, Mr. Jones has represented clients in complex commercial and regulatory litigation, involving substantive areas such as antitrust, contracts, employment discrimination, energy, environmental law, fair lending, labor, healthcare policy and products liability. Mr. Jones also advises both law firms and in-house law departments on questions of professional responsibility, including state rules of professional conduct and federal reporting obligations prescribed by the Securities and Exchange Commission pursuant to § 307 of the Sarbanes-Oxley Act of 2002. He has handled internal corporate investigations of employee fraud and embezzlement, and related civil and administrative proceedings. In addition to federal and state court proceedings and administrative proceedings, Mr. Jones has participated in alternative dispute resolution proceedings, including both arbitration and mediation. Prior to joining the firm, Mr. Jones was a law clerk to Judge Philip W. Tone on the United States Court of Appeals for the Seventh Circuit. Mr. Jones also served as an Assistant to the Solicitor General of the United States for two years, during which time he argued five cases on behalf of the federal government in the United States Supreme Court.

David Kessler / Fulbright & Jaworski LLP
David Kessler joined the New York office of Fulbright & Jaworski L.L.P. in 2010 and is co-head of the Firm's E Discovery and Information Governance Practice. As a partner, David works with Fulbright's litigation group and focuses on e-discovery, information management, data privacy and intellectual property litigation. Previously, David was a partner at a large firm and one of the founding members of the firms' E-Discovery and Data Management Task Force. David has represented companies in all areas of electronic discovery and information management. David focuses not only on tactical e-discovery issues in particular cases, but advises clients regarding strategic e-discovery portfolio management and data governance. For example, David has helped clients with emergency ex parte preservations orders; negotiations with opposing counsel regarding disaster recovery data; establishing that opponents had fabricated e-mails; and developed record management functions and litigation readiness protocols. Additionally, David litigates all aspects of intellectual property with an emphasis on patent cases. His work in this area includes representation of both plaintiffs and defendants in numerous patent lawsuits involving disparate technologies such as adipose stem cells, implantable cardio defibrillators, dimming amplifier, self-opening plastic bags, cotter pins and CAD software. He has also represented plaintiffs and defendants in copyright litigation, primarily involving software.

Laura M. Kibbe / Epiq Systems
Laura M. Kibbe as Managing Director, Document Review & Expert Services, oversees Epiq Document Review Solutions which provides contract document review services for large data collections by qualified attorneys. Ms. Kibbe has over 17 years of legal experience. Prior to joining Epiq, she was Senior Corporate Counsel and Managing Director of the Discovery Response Team at Pfizer, Inc., where she managed all discovery activity, from mass tort to commercial, employment and third party subpoena requests. Prior to Pfizer, Ms. Kibbe was an Associate at Kaye Scholer LLP in New York and an Attorney for Texaco Inc. in White Plains, NY. Ms. Kibbe received her J.D., magna cum laude, from Syracuse University College of Law and her B.A., magna cum laude, in Legal Studies from Manhattanville College. She is an attorney licensed to practice in New York and Connecticut. She is a member of Sedona Working Group 1 and EDRM Working Groups, a board member of EDRM Advisory Board, a member and advisor of Corporate E-Discovery Forum and a co-chair of Thomson/West Legal Works E-Discovery Conference. Ms. Kibbe has authored articles on various discovery issues for Law Technology News, Inside Litigation and Corporate Counsel magazine and is a frequent national speaker on discovery issues.

Mark Koehn / Latham & Watkins
Mark Koehn is of counsel in the Litigation and Intellectual Property Practices of Paul Hastings Janofsky & Walker. He is a former information technology (IT) consultant turned litigator and registered patent attorney. He helps clients leverage their intellectual property and manage risk by developing and implementing strategies for litigation and litigation avoidance. Mr. Koehn's clients provide a broad range of technologies, including medical devices, pharmaceuticals, software and electronics, including for consumer, industrial and military applications. Mr. Koehn has litigated in Federal District courts throughout the country, as well as before the International Trade Commission (ITC) and Court of Federal Claims. In addition to technology-focused litigation, Mr. Koehn also has substantial experience in disputes regarding alleged government contractor fraud and securities fraud. He is recognized for his expertise on electronic discovery and is a member of the Advisor Board for Georgetown University Law Center's Advanced E discovery Institute. Prior to earning his law degree, Mr. Koehn was a senior consultant with the predecessor to Accenture, where he supervised design and installation of information systems, including the pilot for the US Securities and Exchange Commission's Electronic Data Gathering and Retrieval (EDGAR) system. Mr. Koehn received his J.D. from the Georgetown University Law Center, graduating cum laude. He received his B.S. in operations research and industrial engineering, with distinction, from Cornell University where he was appointed to Tau Beta Pi – the engineering honor society.

Dori Anne Kuchinsky / W.R. Grace
Dori Aner Kuchinsky is Senior Litigation and Global Privacy Counsel at W. R. Grace, in their Columbia, MD Headquarters. Prior to joining Grace in 1993, Ms. Kuchinsky was a Senior Attorney at Cahill Gordon & Reindel in their New York and Washington, D.C. offices, where she counseled clients on a wide range of complex commercial litigations, including the management of asbestos property damage cases throughout the United States. Ms. Kuchinsky is a graduate of Vassar College and St. John’s University School of Law, where she was a Member of the Law Review. As Senior Litigation Counsel at Grace, Ms. Kuchinsky is responsible for handling a variety of litigation matters, including products liability, toxic tort litigation, and commercial contract disputes. Ms. Kuchinsky is in charge of all eDiscovery issues at Grace and is responsible for the creation and implementation of the Company’s eDiscovery compliance program. As Grace’s Global Privacy Counsel, Ms. Kuchinsky has focused on building a comprehensive global data security and privacy program for the Company, including strategies for identifying and managing data security and privacy issues for planned technologies, international contracts, marketing and online initiatives.

Daniel Kulakofsky / The Travelers Companies, Inc.
Daniel Kulakofsky is Managing Counsel in the office of Corporate Litigation with Travelers. In his role as Director of Electronic Discovery, Dan is responsible for all aspects of the electronic discovery program at Travelers. Dan has developed numerous information management policies for Travelers including the new litigation hold policy and process. Dan also provides strategic support on a wide variety of issues from the development of litigation strategies to the development and implementation of new IT standards and records management practices. Prior to joining Travelers, Dan spent ten years as compliance counsel in the insurance industry and ten years as a litigator in private practice. Dan is active in several organizations focusing on electronic discovery. He earned his J.D. from DePaul University and his B.A. from The George Washington University.

Susan Raridon Lambreth / LawVision Group LLC
Susan Raridon Lambreth has over 25 years of experience as a consultant to the legal profession. Ms. Lambreth consults on leadership, practice management and strategic issues affecting the future of law firms and the legal profession. She works with managing partners, practice group leaders and executive committees. Ms. Lambreth has helped many of the largest firms in the U.S. implement strong practice group management (including over 30% of the AmLaw 100) and train their Practice Group Leaders. She has trained over 4,000 lawyers, who hold firm or practice management roles, how to lead and manage more effectively and had trained over 500 lawyers and other legal professionals in legal project management. Ms. Lambreth has helped law firms of all sizes improve their profitability and enhance their lawyers’ leadership and management skills. She is nationally recognized as one of the top leadership and practice management consultants for law firms. She has given hundreds of speeches and written dozens of articles on topics ranging from trends, leadership and management issues to process improvement and project management. Ms. Lambreth is coauthor of Achieving Peak Performance Through Practice Management: A Practical Handbook and author of The Practice Group Leader’s Handbook for Success. She chairs the highly successful annual Project Management one-day program for the Practising Law Institute. Prior to founding LawVision Group, she was with Hildebrandt International (more recently Hildebrandt Baker Robbins) for almost 20 years, being one of three consultants there for over 20 years and with Altman & Weil for almost seven years. She chaired many of the Hildebrandt Institute conferences and led several of the most successful roundtables for law firm professionals.

David Lender / Weil, Gotshal & Manges LLP
David Lender is a partner and commercial litigator in the New York office of Weil, Gotshal & Manges LLP, and co-chair of its 160- attorney Complex Commercial Litigation practice. Over the past several years, he has successfully tried numerous cases to verdict, including a complete defense jury verdict for ESPN in a $231 million lawsuit brought by Modi Entertainment Network and a $416.88 million plaintiff jury verdict for ExxonMobil against Saudi Basic Industries Corporation (SABIC). Mr. Lender is a nationally recognized expert in electronic discovery. He is the co-author of a book on the subject entitled Electronic Discovery: Law and Practice (Aspen Publishing, 2011), which has been cited in numerous landmark electronic discovery cases by federal courts; author of the book Privilege Issues in the Age of Electronic Discovery (BNA, 2010); and is a frequent lecturer and author on the subject. He is also the head of his firm’s E-discovery Task Force. Mr. Lender is a member of the Advisory Board for the Georgetown Law Center EDiscovery Institute and a member of the Executive Committee for New York Lawyers for the Public Interest. He received his J.D. degree with High Honors, Order of the Coif, from the Duke University School of Law in 1993, and his B.A. degree, cum laude, from Duke University in 1990.

Debra Logan / Gartner, Inc.
Debra Logan is a Vice President and Distinguished Analyst with Gartner, the world’s largest IT advisory firm. She has been with Gartner for 11 years and during that time she has covered topics ranging from knowledge management and document management to the technology and process around e-Discovery and regulatory compliance. Prior to joining Gartner, Ms. Logan had a consulting practice assisting U.K. and European organizations in records management, information governance and technology assessment and selection for those purposes. Ms Logan has written extensively on the subject of e-Discovery, records management, information retention management and information governance She is the author of Gartner’s main e-discovery technology assessment, the Magic Quadrant for E-Discovery Software. She is a graduate of Washington and Jefferson College and the University of Pittsburgh, where she obtained a Masters degree in Information Science.

Hon. Elizabeth Maass / Fifteenth Judicial Circuit of Florida (Ret.)
Hon. Elizabeth Maass retired from the Fifteenth Judicial Circuit of Florida in June of this year, having served as a trial judge for over 21 years. She was the presiding judge in Coleman (Parent) Holdings, Inc. v. Morgan Stanley & Co., one of the first cases in state court to present significant electronic discovery issues. She was active in judicial education throughout her service on the bench. Prior to her appointment, Judge Maass was a partner at Alley, Maass, Rogers & Lindsay in Palm Beach, Florida, where she practiced commercial and corporate law. Judge Maass graduated from Princeton University, with honors, where she majored in Economics, and from Columbia University School of Law, where she was a Harlan Fiske Stone Scholar.

Browning Marean / DLA Piper
Browning Marean is a senior counsel in DLA Piper's San Diego office. He is a member of the Litigation group and is co-chair of the Electronic Discovery Readiness and Response Group. Mr. Marean concentrates his practice in the areas of electronic discovery, professional responsibility and knowledge management. He is admitted to practice in California and Texas. Mr. Marean joined DLA Piper (then Gray Cary Ames & Frye) in 1969. He serves on DLA Piper's Technology Committee and is an emeritus member of the California State Bar Law Practice Management Committee and the San Diego County Bar Association's Legal Ethics committee. He is on the ABA Tech Show Planning Board and a member of the Sedona Conference. Mr. Marean is an internationally known teacher and frequent lecturer on various topics including electronic discovery, international discovery, records retention, knowledge management and computer technology. He is co-author of the 2010 edition of Electronic Discovery and Records Management Guide, Rules, Checklists and Forms, published by Thomson West, and Conducting Discovery in an Electronic World: Electronic Data and Discovery, published by California Civil Discovery Practice. He has been named a San Diego Super Lawyer. Mr. Marean received his law degree from the University of California, Hastings College of Law and his undergraduate degree from Stanford University.

Mark E. Michels / Cisco Systems, Inc.
Mark E. Michels joined Cisco in January 1996 as the first attorney dedicated to support the US Federal Sales team. Mark’s responsibilities soon expanded to include managing the legal team supporting Cisco’s Sales organizations in the Western Hemisphere. In late-2000 Mark moved from supporting Sales to become the first attorney at Cisco responsible for managing commercial litigation and disputes. In his current role, he focuses on litigation case management and discovery support. Mark is a 1979 graduate of the Georgetown University School of Foreign Service. He received a commission as an officer in the US Army and was stationed in Germany during the last years of the Cold War. He returned to military assignments in Washington, DC and graduated from the evening division of the Georgetown University Law Center in 1987. Mark joined the law firm of McKenna & Cuneo in 1987. He was an associate attorney in the D.C and San Francisco offices of the firm where his practice focused on government contracts disputes and international regulatory matters until he joined Cisco in 1996.

Kathleen McKinney / National Labor Relations Board
Kathleen McKinney is a regional director for the National Labor Relations Board.

Howard J.C. Nicols / Squire, Sanders & Dempsey LLP
Howard Nicols at Squire, Sanders & Dempsey L.L.P., is the firm’s Global Managing Partner and a core member of the firm’s Value Partner TeamSM, which focuses on improving business processes, knowledge management and project management to maximize client value. He leads the firm’s Intelligent Discovery program, employing state-of-the-art technologies and streamlined processes to achieve and reduce electronic discovery costs. Howard has extensive experience handling the economic issues involved in commercial litigation and the challenges involved in presenting complex valuation issues at trial. His litigation experience includes securities fraud and class action defense, as well as the defense and prosecution of claims in complex bankruptcy proceedings, where he served as lead counsel in the creditor committee and debtor investigations of the Enron Corporation and Baptist Foundation of Arizona bankruptcies. He has also conducted internal and external investigations on behalf of boards of directors and senior management. Howard is also an active appointed counsel under the Criminal Justice Act and provides support to the Ohio Innocence Project. In 2007 Howard secured the reversal and retrial of an inmate previously convicted of murder and sentenced to life without parole. In 2006 he used DNA to secure the release of an inmate wrongfully convicted of manslaughter. In 2005 he used DNA to secure the release and complete exoneration of an inmate wrongfully convicted of murder. He has also successfully defended a death row inmate. Howard is a frequent speaker on issues involving knowledge management and the preservation of complex valuation issues. Howard is also a master bencher in the Judge John M. Manos American Inn of Court. He is a member of America’s Registry of Outstanding Professionals, AV-rated by Martindale-Hubbell and has been listed in The Best Lawyers in America since 2006. Howard is also regularly named an Ohio Super Lawyer by Thomson Reuters.

Nancy Stein Nowak / United States Magistrate Judge
Nancy Stein Nowak has been a United States Magistrate Judge for the Western District of Texas at San Antonio since 1989. Previously, she was an Assistant United States Trustee and Assistant United States Attorney. She is active in the San Antonio Bar Association. She has been involved in judges IT training and education since 1993, and is a frequent speaker on technology topics locally and at national events sponsored by the Federal Judicial Center. She is a graduate of Drake University and The George Washington University Law School.

Douglas Oard / University of Maryland
Douglas Oard is the director of the Computational Linguistics and Information Processing laboratory at the University of Maryland, College Park. A Professor with joint appointments in the College of Information Studies (Maryland’s iSchool) and the University of Maryland Institute for Advanced Computer Studies (UMIACS), he is the author of more than 150 research articles on information retrieval and related technologies. He presently serves as principal investigator for a National Science Foundation grant developing new automated review and evaluation techniques for e-discovery and as a track coordinator in the Text Retrieval conference (TREC) Legal Track. He holds a Ph.D. in electrical engineering from the University of Maryland.

Patrick L. Oot / US Securities & Exchange Commission
Patrick Oot is an experienced corporate attorney and co-founder of The Electronic Discovery Institute, a non-profit organization dedicated to resolving litigation challenges by conducting studies of litigation processes for the benefit of the federal and state judiciary. Mr. Oot is also known for his former role as Director of Electronic Discovery and Senior Counsel at Verizon in Washington, DC. He has extensive experience in discovery practices involving commercial litigation, regulatory filings, and antitrust matters. Mr. Oot was charged with advising Verizon’s business units on electronic discovery while developing new technologies that increased cost-efficiency. In 2006, Mr. Oot was nominated for the Verizon Excellence Award after playing a key role in the successful completion of Verizon’s response to the Department of Justice’s Second Request for Documents in its acquisition of MCI. As a result of his work, Inside Counsel magazine named Verizon’s e-discovery team as one of the ten most innovative legal groups of 2007, the group’s second year winning the title. In 2007, Mr. Oot appeared with United States Supreme Court Justice Stephen Breyer at Georgetown University Law Center’s H5 Summit on Electronic Discovery. Mr. Oot has testified before the United States Judicial Conference’s Advisory Committee on the Federal Rules of Evidence where he presented his position on Proposed Rule of Evidence 502. The Committee included in its draft to the Judicial Conference language incorporating Mr. Oot’s suggestions. Mr. Oot lectures regularly at educational events and legal conferences internationally, has appeared on National Public Radio’s Morning Edition and was interviewed for the August 2008 edition of The Economist.

Robert D. Owen / Sutherland Asbill & Brennan
Robert D. Owen a partner in the New York office of Sutherland Asbill & Brennan, is a member of the firm’s Litigation Practice Group. He has more than 35 years of experience in commercial litigation. A nationally recognized adviser to financial services, energy and technology companies, Bob is known for creative and efficient dispute resolution. He has handled hundreds of cases before federal and state courts and arbitration panels throughout the United States. For more than 20 years, Bob led the commercial litigation boutique firm of Owen & Davis PC, which he co-founded. The 12-lawyer firm represented Fortune 500 clients in their complex litigation matters in New York and around the country. Bob is widely recognized for his leadership in e-discovery, having been an early adopter of litigation support technology at Owen & Davis and then a founder of the E-Discovery and Information Management Practice at another national law firm. Currently, he is a member of the editorial advisory board of Law Technology News, a participant in the Managing Information and Records in the Electronic Age working group of The Sedona Conference, and is listed by Chambers Global and Chambers USA (Band 1) in the e-discovery field.

Hon. Andrew J. Peck / United States District Court
Hon. Andrew J. Peck was appointed United States Magistrate Judge for the Southern District of New York on February 27, 1995. He graduated with honors from Cornell University in 1974 and from Duke University School of Law in 1977. Judge Peck served as law clerk to Judge Paul Roney of the Eleventh (then the Fifth) Circuit, 1977-1978. Judge Peck was an associate an then Counsel at Paul, Weiss, Rifkind, Wharton & Garrison, 1978-1995. Judge Peck is an adjunct professor at Cardozo Law School, teaching Pretrial Practice. Judge Peck is a frequent lecturer on electronic discovery issues and is a member of the Sedona Conference.

Jules Polonetsky / The Future of Privacy Forum
Jules Polonetsky has served since November 2008 as Co-chair and Director of the Future of Privacy Forum, a think tank seeking to improve the state of online privacy by advancing responsible data practices. His previous roles have included serving as Chief Privacy Officer at AOL and before that at DoubleClick, as Consumer Affairs Commissioner for New York City, as an elected New York State Legislator and as a congressional staffer, and as an attorney. In 2011, Jules was appointed to the Department of Homeland Security Data Privacy and Integrity Advisory Committee. He has served on the boards of groups such as TRUSTe, the IAPP, the Network Advertising Initiative, the Privacy Projects, and the Better Business Bureau (NY Region). His writing and research can be found at www.futureofprivacy.org.

Sandra Potter / Potter Farrelly & Associates
Sandra Potter is an internationally recognized expert in the law and technology field. She has a remarkable depth of specialist knowledge concerning document management, litigation management and the adoption of technology to control both paper-based and electronic material. Sandra has had a 20+ year career as a legal technology consultant for law firms, in-house legal teams and the courts throughout Australia, Asia, Europe and Canada. She has received wide recognition for the highly pragmatic, professional nature of her advice and her ability to develop strategies and implementation programs which transform her clients’ knowledge management systems. Sandra is an international speaker at ‘Technology and the Law’ conferences and seminars. Her innovative work and industry leadership has been featured in print media, television news and radio.

Michael Potters / The Glenmont Group
Michael Potters co-founded Glenmont Group in 2001. Michael leveraged his twenty plus years of experience in business development and management, specializing in Enterprise Content Management and Legal Technology. Noticing the absence of a firm specializing in the recruitment and placement of highly-qualified legal technology talent and having personally recruited, hired and trained hundreds of technology leaders, Michael set off to create a “best of breed” boutique firm. In five short years, Michael led the successful growth of Glenmont Group to become the largest Executive search firm dedicated to the practice of Professional Services, Legal Technology and Law firm Marketing. He prides himself on his ability to find the right fit for both his clients and his candidates. Having successfully run and built a number of business units, Michael knows very clearly what it takes to drive revenue to a corporation's bottom line. In 2005, Michael was selected to be on the Advisory Board of the highly respected IQPC E-Discovery Group.

Ashish S. Prasad / Discovery Services LLC
Ashish Prasad is the Founder and CEO of Discovery Services LLC, a document review and electronic discovery company headquartered in Chicago with operational capabilities throughout the United States. Ashish has assisted dozens of large companies and law firms with discovery matters over the past decade, and he is widely regarded as among the leading experts on discovery in the United States. Ashish has served, among other things, as: Litigation Partner, and Founder and Chair of the Electronic Discovery and Records Management Practice at Mayer Brown LLP; Executive Editor of The Sedona Principles: Best Practices for Addressing Electronic Document Production; Co-Editor in Chief of the Practicing Law Institute treatise Electronic Discovery Desk Book; and Adjunct Professor of Law at Northwestern University Law School, where he teaches civil discovery and topics in litigation. Ashish has authored over a dozen articles and given over a hundred legal education presentations on the topics of electronic discovery, pretrial litigation and case management over the past decade.

Dr. Jan Puzicha / Recommind Inc.
Dr. Jan Puzicha is a co-founder of Recommind Inc. and has served as the Chief Technology Officer of the company since inception, and as such has helped establishing the usage of statistical machine learning technologies within the legal domain. Prior to Recommind, Dr. Puzicha held a research position at U.C. Berkeley working on text and image analysis. Dr. Puzicha has co-invented PLSI and has helped pioneering the use of predictive coding in eDiscovery. He graduated from Bonn University with a Ph.D. in Computer Science.

Daniel L. Regard / Intelligent Discovery Solutions, Inc.
Daniel L. Regard is a nationally recognized electronic evidence and case management expert with 20 years experience in consulting to legal and corporate entities. A programmer and an attorney by training, Mr. Regard has conducted system investigations, created data collections, and managed discovery on some of the highest profile financial investigations of the last decade. He is responsible for the development and implementation of case and matter strategies that leverage technology to clients’ best advantage in both litigations and investigations. Mr. Regard has both national and international experience advising on such issues as electronic discovery, computer forensics, database development, application software, data analysis, and repository services. He has testified and worked as a testifying expert and as a court appointed neutral on issues of electronic discovery. Prior to founding Intelligent Discovery Solutions, Inc. in December 2007, Mr. Regard was the national director of e-Discovery for LECG. He was also the national director of Electronic Evidence & Consulting for FTI Consulting, and was a national leader of Analytical Dispute Services at Deloitte & Touché, where he managed multi-national, multi jurisdictional, and multi-counsel litigation support projects. He began his career as the founder of a nationwide litigation-support practice. Mr. Regard is the founder of b-Discovery, a monthly e-discovery networking group that meets throughout the United States. He is a director of the Institute of Computer Forensic Professionals and a long time associate of the Certified Fraud Examiners.

Jessica A. Robinson / Morrison & Foerster
Jessica A. Robinson is the Senior Firm-wide Manager of eDiscovery Resource Management (ERM) for Morrison & Foerster LLP. The ERM group operates globally, delivering eDiscovery project management, litigation support, and trial services. Prior to joining Morrison & Foerster, Ms. Robinson was firm-wide manger of Practice Technology for Crowell & Moring. Ms. Robinson is a Graduate of Wake Forest University School of Law and Wake Forest’s Babcock Graduate School of Management with a JD/MBA in international business law and general management.

Herbert L. Roitblat / OrcaTec LLC
Herbert L. Roitblat is a co-founder and principal at OrcaTec LLC. Before starting Orcatec, Herb was Executive Vice President, Chief Scientist, and co-founder of DolphinSearch. He is the primary inventor of the core DolphinSearch technology (patent No. 6,189,002). His duties at DolphinSearch included new product development, business development, and marketing as well as internal and external consulting on the processes of eDiscovery and related information management and data mining issues. Herb led the design of the DolphinSearch review tools, DIAD, and ComplianSeek, and was part of the team that brought concept searching and native file review to the eDiscovery industry. He was also responsible for DolphinSearch's Federal Market efforts. Herb is a recognized expert in cognitive science, information management, data mining, statistics, and eDiscovery processes. He is the author of numerous papers on dolphin biosonar and neural network models of the dolphin sensory system. More recently he has been writing about data mining and how technology can ease the burden of eDiscovery. Herb was an award-winning Professor of Psychology at the University of Hawaii from 1985 until 2002. He taught courses in cognitive science and research methods. He has a B.A. degree from Reed College in Portland, Oregon and his Ph.D. in Psychology from the University of California-Berkeley. He served as Assistant Professor of Psychology at Columbia University until he joined the faculty at the University of Hawaii. Herb is a Past President of the Division of Behavioral Neuroscience and Comparative Psychology of the American Psychological Association and Past President of the International Society for Adaptive Behavior. In 2002, he received the Clifford T. Morgan award for distinguished contributions to behavioral neuroscience and comparative psychology. Herb is a member of the Sedona Working Group on Electronic Document Retention and Production.

John J. Rosenthal / Winston & Strawn LLP
John J. Rosenthal is a litigation partner in the firm’s Washington, D.C. office who represents clients across the globe in an array of complex antitrust and litigation matters. His practice also involves counseling clients on a variety of trade regulation, trademark, and commercial issues. Mr. Rosenthal is chairman of the firm’s e-discovery and electronic information practice group and is one of the most experienced practitioners in the United States in the area of electronic discovery and risk reduction from electronic discovery. With this background, he counsels a wide variety of companies on record retention programs, compliance with electronic discovery, and implementing programs to reduce risk associated with the generation and retention of electronic records. Mr. Rosenthal also lectures across the United States on the issues of electronic discovery and record retention programs. Mr. Rosenthal is a participant in the Sedona Conference on Best Practices for Electronic Discovery and Records Management, a group of lawyers, judges and vendors focusing on the development of the law regarding electronic discovery and retention issues in both the United States and the European Union. To date, this group has put together two authoritative pieces on these issues, which have been cited by various federal and state courts. Mr. Rosenthal also is an advisory board member of the Georgetown University Law Center Continuing Legal Education EDiscovery Institute, Lexis-Nexis, Surety, Inc., and Electronic Evidence, Inc.

Hon. Lee Rosenthal / United States District Court
Hon. Lee Rosenthal was appointed United States District Court Judge, Southern District of Texas, in 1992. Before then, she was a partner at Baker Botts L.L.P. where she litigated civil cases. Judge Rosenthal served as law clerk to Chief Judge John R. Brown, United States Court of Appeals for the Fifth Circuit. She was appointed as a member of the Judicial Conference Advisory Committee on Civil Rules in 1996. Judge Rosenthal was chair of the Class Actions subcommittee during the development of the 2003 amendments to Rule 23. She has also served as chair of both the Advisory Committee on Civil Rules and the Standing Committee on Rules of Practice and Procedure. Judge Rosenthal serves as an advisor for the Employment Law project and the Aggregate Litigation project of the American Law Institute (ALI), and she was an advisor for the Transnational Rules of Civil Procedure project. She was elected to the ALI Council and became chair of the Program Committee. Judge Rosenthal serves on the Board of Trustees of Rice University and on the Duke University School of Law Board of Visitors. She is Vice Chair of the Board of Trustees of the Center for American and International Law and President of the District Judges' Association of the Fifth Circuit.

Marc Rotenberg / Electronic Privacy Information Center
Marc Rotenberg is Executive Director of the Electronic Privacy Information Center (EPIC) in Washington, DC. He teaches information privacy law at Georgetown University Law Center and has testified before Congress on many issues, including access to information, encryption policy, consumer protection, computer security, and communications privacy. He testified before the 9-11 Commission on "Security and Liberty: Protecting Privacy, Preventing Terrorism." He has served on several national and international advisory panels, including the expert panels on Cryptography Policy and Computer Security for the OECD, the Legal Experts on Cyberspace Law for UNESCO, and the Countering Spam program of the ITU. He currently chairs the ABA Committee on Privacy and Information Protection. He is the former Chair of the Public Interest Registry, which manages the .ORG domain. He is editor of Privacy and Human Rights and The Privacy Law Sourcebook, and co-editor (with Daniel J. Solove and Paul Schwartz) of Information Privacy Law (Aspen Publishing 2007). He is a graduate of Harvard College and Stanford Law School. He served as Counsel to Senator Patrick J. Leahy on the Senate Judiciary Committee after graduation from law school. He is a Fellow of the American Bar Foundation and the recipient of several awards including the World Technology Award in Law. A tournament chess player, Marc won the 2007 Washington, D.C. Chess Championship.

Hon. Shira A. Scheindlin / United States District Court
Hon. Shira A. Scheindlin is a United States District Judge for the Southern District of New York. She was nominated by President Bill Clinton on July 28, 1994. Before taking her current seat on the Southern District bench in November, 1994, Judge Scheindlin worked as a prosecutor (Assistant United States Attorney for the Eastern District of New York), commercial lawyer (General Counsel for the New York City Department of Investigation and partner at Herzfeld & Rubin), and Judge (Magistrate Judge in the Eastern District of New York 1982-1986 and Special Master in the Agent Orange mass tort litigation). Judge Scheindlin is known for her intellectual acumen, demanding courtroom demeanor, aggressive interpretations of the law, and expertise in mass torts, electronic discovery, and complex litigation. During her tenure, Judge Scheindlin has presided over a number of high profile cases, many of which advanced important new positions in the common law. She also has been a member of the Judicial Conference of the United States Advisory Committee on the Federal Rules of Civil Procedure (1998-2005, where she served as a member of the Discovery Subcommittee and Chair of the Special Master Subcommittee). She is a member of the American Law Institute (where she served on the Advisors Consultative Group on the Aggregate Litigation Project), a former Chair of the Commercial and Federal Litigation Section of the New York State Bar Association (“NYSBA”), a former Board Member of the New York County Lawyers Assocation (“NYCLA”), a member of the Advisory Board of the Sedona Conference, and a member or past member of several committees of the Association of the Bar of the City of New York. She is the recipient of the Brennan Award from the NYSBA, the Weinfeld Award and the William Nelson Cromwell Awards of the NYCLA, and the Judicial Recognition Award of the National Association of Criminal Defense Lawyers. She is the co-author of the first casebook on electronic discovery and digital evidence (Shira A. Scheindlin, Daniel J. Capra, & The Sedona Conference, Electronic Discovery and Digital Evidence, Cases and Materials 454 (2008)), a book on electronic discovery “Electronic Discovery and Digital Evidence in a Nutshell,” many articles, including most recently an article on the intersection of recent amendments to Rule 53 and Rules 26-37 of the Federal Rules of Civil Procedure, a pamphlet supplement to Moore’s Federal Practice on the Newly Amended Federal Rules of Civil Procedure and a chapter on this subject in the ABA’s multivolume treatise on Federal Civil Practice. Finally, she is an adjunct Professor of Law at Brooklyn Law School, and a frequent lecturer. On the subject of electronic records management, the opinions in Zubulake v.UBS Warburg LLC have come to be recognized as case law landmarks.

Jeffrey Seymour / Deloitte Financial Advisory Services LLP
Jeffrey Seymour is a principal in the Forensic & Dispute Services practice of Deloitte Financial Advisory Services LLP,and the leader of its Analytic & Forensic Technology practice for the Northeast region. During his career, Jeff has consulted on a wide spectrum of electronic discovery, computer forensics, information governance, software/application development, and litigation support matters. He has led numerous efforts to assist clients in response to discovery demands arising from internal investigations, litigation and regulatory inquiries/subpoenas from the Securities and Exchange Commission, Department of Justice, Federal Trade Commission, FINRA, Office of Thrift Supervision, State Attorney General and U.S. Attorney offices. He has assisted corporate legal departments in the development of strategies and programmatic solutions to address electronic discovery and related challenges.

Prior to joining Deloitte, Jeff was a managing director at a consulting firm where he led a number of high profile electronic discovery investigations, served in a technical advisory capacity for records and information management engagements and led several engagements requiring expert witness testimony. Jeff earned his Bachelor of Arts degree in philosophy and economics from Hobart College, New York.

David C. Shonka / U.S. Federal Trade Commission
David C. Shonka is the Principal Deputy General Counsel of the Federal Trade Commission. He oversees the work of the General Counsel’s Litigation, Legal Counsel, and Policy Studies units, and the work of the agency’s FOIA program, its employment counsel, and its Energy Counsel. He also chairs the agency’s E-Discovery Steering Committee. Before becoming the Principal Deputy, Mr. Shonka was the FTC’s Assistant General Counsel for Litigation. In his career at the FTC Mr. Shonka has briefed and argued numerous appellate cases in the United States Courts of Appeals, tried and argued antitrust and consumer protection cases in the federal district courts, tried cases in administrative proceedings, and contributed to the government’s briefs in several Supreme Court cases.

Mr. Shonka frequently speaks on e-discovery topics, addressing issues that relate to government investigations, cross-border transfers of data, information management, privacy, data security, cloud computing, and the use of social media in litigation. He has also been an instructor in numerous trial advocacy courses. Besides being an active trial level and appellate litigator, Mr. Shonka advises the Commission and senior managers on legal and policy issues; and has represented the Commission in several international programs. Before joining the FTC as a staff attorney, Mr. Shonka was an associate in a Washington D.C. law firm and a litigator in the Civil Division of the United States Department of Justice.

Allison Stanton / U.S. Department of Justice
Allison Stanton is the Director of E-Discovery for the Civil Division of the U.S. Department of Justice. Among her responsibilities, Stanton develops e-discovery policies, practices, and training for the Civil Division, works with the other Divisions on e-discovery initiatives, and coordinates with federal agencies on e-discovery matters. Prior to joining the Department of Justice, Stanton was an attorney with Hogan Lovells US LLP where she represented numerous clients in complex civil cases and high-profile criminal investigations, many of which included complex e-discovery issues. Stanton also developed proactive e-discovery plans for Fortune 500 companies, including document retention policies and litigation hold and response procedures.

Dr. David Tabak / NERA
Dr. David Tabak earned his PhD and MA degrees in economics from Harvard University and his BS in economics and BS in physics from the Massachusetts Institute of Technology. While at Harvard, Dr. Tabak participated in teaching courses in micro- and macroeconomics and American economic policy at the undergraduate and graduate levels, and in the creation of an undergraduate textbook and accompanying software package. Dr. Tabak has appeared as an expert in state, federal, and bankruptcy court, and before arbitration panels, including the National Association of Securities Dealers, the American Arbitration Association, and the International Chamber of Commerce International Court of Arbitration. He has published in his areas of expertise in forums such as St. John's Law Review and Shannon Pratt's Business Valuation Update, and has published peer-reviewed articles in Litigation Economics Review and the Journal of Forensic Economics. Dr. Tabak is also the author of book chapters and has served as a member of BV Q&A Update's expert author panel and as a referee for peer-reviewed journals. His publications have covered topics such as commercial disputes, economic analysis of market efficiency, valuation discounts for lack of marketability, and the application of statistics in litigation analyses. Dr. Tabak has been an invited speaker at the Securities and Exchange Commission and a presenter at forums that provide continuing legal education credits or continuing professional education credits for appraisers. At NERA, Dr. Tabak is a member of the Securities and Finance Practice. In the area of securities class actions, Dr. Tabak has testified on topics including class certification, liability, materiality, affected trading volume, and damage calculations in cases with allegations such as improper valuations, accounting irregularities, and merger disputes. He has also testified on valuations of equity, financial derivatives, fixed-income instruments, businesses, and litigation settlements. Dr. Tabak has been retained as an expert to address issues including allegations of valuations, contract disputes, commercial damages, and disputes between brokers and customers. His non-litigation work has included developing a risk-scoring model for a reinsurance company, assisting financial institutions in new product development, analysis of potential insider trading for a financial institution, and interpretation of statistical analyses of treatment effectiveness for a program for at-risk youth.

Ariana Tadler / Milberg LLP
Ariana Tadler specializes in securities fraud and consumer class action litigation and is an elected member of the Executive Committee of Milberg LLP. She currently serves as one of plaintiffs’ liaison counsel in In re Initial Public Offering Securities Litigation, 21 MC 92 (S.D.N.Y.), a consolidated class action against 55 of the nation’s most prominent investment banks and more than 300 corporate issuers in which the court, in October 2009, approved a $586 million cash settlement. She is a leading authority on electronic discovery, has published several articles and spoken on this topic at numerous conferences both in the U.S. and abroad. Ms. Tadler currently serves on The Sedona Conference’s Business Advisory Board and co-chairs Working Group I on Electronic Document Retention and Production. She is also on the Advisory Board of Georgetown University Law Center’s Advanced EDiscovery Institute. Ms. Tadler is an active board member for several charity and community organizations.

Hon. David J. Waxse / United States District Court
Hon. David J. Waxse is a United States Magistrate Judge for the United States District Court in Kansas City, Kansas having been appointed in 1999 and reappointed in 2007. Judge Waxse received his B.A. degree from the University of Kansas and his J.D. degree from Columbia University. Prior to his appointment as a Magistrate Judge he was a partner at Shook, Hardy & Bacon of Kansas City, Missouri, where his practice was concentrated in employment law and litigation. In addition, he mediated cases for the United States District Court for the District of Kansas. Judge Waxse was a past chair and a member of the Kansas Commission on Judicial Qualifications [the state judicial disciplinary organization] from 1992-1999. During their existence, he was a member of the Civil Justice Reform Act Advisory Committee and the Mediation Panel for the United States District Court for the District of Kansas. He was a member of the Kansas Justice Commission established by the Kansas Supreme Court to implement the Citizens' Justice Initiative review of the state justice system. He is a Past-President of the Kansas Bar Association and as a KBA delegate to the ABA House of Delegates was a member of the Board of Governors of the KBA from 1988-2008.

Judge Waxse is a member of the Earl E. O'Connor Inn of Court and is a Past-President of the Inn. He is also a member of the American Bar Association (Judicial Division), Johnson County Bar Association, Kansas City Metropolitan Bar Association, Wyandotte County Bar Association and Federal Magistrate Judge's Association. Judge Waxse is Chair of the National Conference of Federal Trial Judges of the Judicial Division of the ABA and a member of the ethics committee of the Judicial Division. He is also a fellow of the Kansas Bar Foundation and the American Bar Foundation. He is also an Observer to The Sedona Conference Working Groups on Electronic Document Retention and Production (WG1) and International Electronic Information Management, Discovery and Disclosure (WG6). He has been a lecturer in law at the University of Kansas School of Law and has made presentations on electronic discovery and other topics in programs presented by the American Bar Association, the American Association for Justice, the Defense Research Institute, the University of Kansas, the University of Missouri at Kansas City, Washburn Law School, Georgetown Law School, and various other organizations. In addition, prior to becoming a judge he was a member of the national boards of the American Civil Liberties Union, the Lawyer's Committee for Civil Rights Under Law and the American Judicature Society. He is still a member of the Judicial Conduct Advisory Committee of AJS.

Jody Westby / Global Cyber Risk LLP
Jody Westby, drawing upon a unique combination of more than twenty years of technical, legal, policy, and business experience, provides consulting and legal services to public and private sector clients around the world in the areas of privacy, security, cybercrime, breach management, forensic investigations, and IT governace. She also serves as Adjunct Distinguished Fellow for Carnegie Mellon CyLab. Ms. Westby is a member of the bars of the District of Columbia, Pennsylvania, and Colorado and serves as chair of the American Bar Association’s Privacy and Computer Crime Committee. She co-chairs the World Federation of Scientists’ (WFS) Permanent Monitoring Panel on Information Security and is a member of the ITU Secretary-General’s High Level Experts Group on Cybersecurity. Ms. Westby led the development of the ITU Toolkit on Cybercrime Legislation is an editor and co-author of the 2010 WFS-ITU publication, The Quest for Cyber Peace. Ms. Westby is also co-author and editor of four books on privacy, security, cybercrime, and enterprise security programs. She speaks globally and is the author of numerous articles. B.A., summa cum laude, University of Tulsa; J.D., magna cum laude, Georgetown University Law Center; Order of the Coif.