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Advanced eDiscovery Institute: Open, Close, Ethics and the Future (4-Session Bundle)



Product Code - LGAU11
Speaker(s): Michael R. Arkfeld, Arkfeld & Associates; Christina Ayiotis, Computer Sciences Corporation; William P. Butterfield, Cohen, Milstein, Hausfeld & Toll PLLC; Hon. Joy Flowers Conti, U.S. District Court for the Western District of Pennsylvania; Hon. Herbert B. Dixon Jr., Superior Court of the District of Columbia; Hon. John M. Facciola, U.S. District Court for the District of Columbia; Hon. James C. Francis, U.S. District Court for the Southern District of New York; Hon. Paul W. Grimm, U.S. District Court for the District of Maryland; Ronald J. Hedges, Ronald J. Hedges LLC; George W. Jones Jr., Sidley Austin LLP; David J. Lender, Weil Gotshal and Manges LLP; Hon. Andrew Peck, U.S. District Court for the Southern District of New York; Hon. Lee H. Rosenthal, U.S. District Court for the Southern District of Texas; Hon. Shira A. Scheindlin, U.S. District Court for the Southern District of New York; Jeane A. Thomas, Crowell and Moring LLP; Hon. David J. Waxse, U.S. District Court for Kansas City
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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 - 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 III - 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 IV - 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.

Michael R. Arkfeld, Arkfeld & Associates; Christina Ayiotis, Computer Sciences Corporation; William P. Butterfield, Cohen, Milstein, Hausfeld & Toll PLLC; Hon. Joy Flowers Conti, U.S. District Court for the Western District of Pennsylvania; Hon. Herbert B. Dixon Jr., Superior Court of the District of Columbia; Hon. John M. Facciola, U.S. District Court for the District of Columbia; Hon. James C. Francis, U.S. District Court for the Southern District of New York; Hon. Paul W. Grimm, U.S. District Court for the District of Maryland; Ronald J. Hedges, Ronald J. Hedges LLC; George W. Jones Jr., Sidley Austin LLP; David J. Lender, Weil Gotshal and Manges LLP; Hon. Andrew Peck, U.S. District Court for the Southern District of New York; Hon. Lee H. Rosenthal, U.S. District Court for the Southern District of Texas; Hon. Shira A. Scheindlin, U.S. District Court for the Southern District of New York; Jeane A. Thomas, Crowell and Moring LLP; Hon. David J. Waxse, U.S. District Court for Kansas City

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.

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 BS (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.

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.

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.

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.

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. 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.

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, ALIABA, 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).

Ronald J. Hedges / Of Counsel, Corodemus & Corodemus and Ronald J. Hedges LLC
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.

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 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.

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.

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.

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.

Jeane A. Thomas / Crowell & Moring LLP 
Jeane A. Thomas is Chair of the firm's E-Discovery and Information Management Group and a partner in Crowell & Moring's Antitrust Group. In her role with the E-Discovery practice, Ms. Thomas has managed many types of E-Discovery matters in both government investigations and private litigation. She regularly counsels clients on Litigation Readiness Planning, including the development and application of effective document/data retention policies, legal hold practices, and corporate content policies, as well as E-Discovery response plans. Ms. Thomas is a participating member of the Sedona Conference Working Group on E-Discovery, and co-chairs the Working Group's Healthcare Team. She is also a member of the Advisory Board and Faculty of the Georgetown University Law Center Advanced Institute for E-Discovery. She regularly speaks and writes on E-Discovery issues.

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. He 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.