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THE 11TH ANNUAL Advanced eDiscovery Institute GEORGETOWN LAW CONTINUING LEGAL EDUCATION THE RITZ-CARLTON, TYSONS CORNER, MCLEAN, VA CLE Up to 9.75 CLE credit hours (based on a 60-minute credit hour), including an optional 1.0 hour of ethics / Up to 11.7 CLE credit hours (based on a 50-minute credit hour), including an optional 1.2 hours of ethics NOVEMBER 20–21, 2014 This program will be available via live webcast (subject to change). For more information, visit: https://georgetown.inreachce.com

GEORGETOWN LAW - Discovery Advocate · THE 11TH ANNUAL Advanced eDiscovery Institute GEORGETOWN LAW CONTINUING LEGAL EDUCATION THE RITZ-CARLTON, TYSONS CORNER, MCLEAN, VA CLE Up to

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Page 1: GEORGETOWN LAW - Discovery Advocate · THE 11TH ANNUAL Advanced eDiscovery Institute GEORGETOWN LAW CONTINUING LEGAL EDUCATION THE RITZ-CARLTON, TYSONS CORNER, MCLEAN, VA CLE Up to

T H E 11 T H A N N U A L

Advanced eDiscovery Institute

GEORGETOWN LAW C O N T I N U I N G L E G A L E D U C AT I O N

T H E R I T Z - C A R L T O N , T Y S O N S C O R N E R , M C L E A N , V A

CLE Up to 9.75 CLE credit hours (based on a 60-minute credit hour), including an optional 1.0 hour of ethics / Up to 11.7 CLE credit hours (based on a 50-minute credit hour), including an optional 1.2 hours of ethics

NOVEMBER 20–21, 2014

This program will be available via live webcast (subject to change).

For more information, visit: https://georgetown.inreachce.com

Page 2: GEORGETOWN LAW - Discovery Advocate · THE 11TH ANNUAL Advanced eDiscovery Institute GEORGETOWN LAW CONTINUING LEGAL EDUCATION THE RITZ-CARLTON, TYSONS CORNER, MCLEAN, VA CLE Up to

. .

Why Attend?The 11th Annual Advanced eDiscovery Institute will focus on the most important eDiscovery issues impacting you, and will offer concrete

suggestions for the challenges you are likely to face in the coming years, including the deluge of huge volumes and increasing complexities

of data and technologies.

@GeorgetownCLE#GeorgetownEDI

The 2014 Institute will emphasize and highlight continu-

ing and important trends in eDiscovery and recent case law

such as: the proposed FRCP amendments; data privacy

and security issues in eDiscovery; information governance;

technology-assisted review (TAR); attorney eDiscovery

competency; and challenged, but defensible processes.

The past few years have shown that proactive data man-

agement, proper use of technology, documentation of

process, and measures implemented to protect data

privacy and security throughout the eDiscovery process

can and do result in efficiencies, more predictability, and

better outcomes for all involved. Panelists will analyze how

the proposed FRCP amendments may impact eDiscovery

practice as we know it today and explore the ethical

implications of eDiscovery competency.

In addition to the popular Case Law Update and

Judicial Roundtable panels, this year’s program will explore

mediation’s impact on the dispute resolution process, look

in-depth at the rule-makers’ intents with the proposed

FRCP amendments, and examine the practical impact of

the proposed amendments on practitioners and parties.

The “Internet of Things” panel will delve into the exploding

phenomenon of billions of more devices and sensors

providing data in places, types, and volumes never before

imagined. The TAR panel will review the growing body of

case law addressing the use of TAR and posit whether the

opinions are getting it right. Join us for an exciting analysis

of where we really are today and a look into the future of

eDiscovery.

Page 3: GEORGETOWN LAW - Discovery Advocate · THE 11TH ANNUAL Advanced eDiscovery Institute GEORGETOWN LAW CONTINUING LEGAL EDUCATION THE RITZ-CARLTON, TYSONS CORNER, MCLEAN, VA CLE Up to

Conference Schedule Thursday, November 207:30–8:15 amRegistration & Continental Breakfast

8:15–8:30 am Welcome & IntroductionsLawrence J. Center Assistant Dean, Georgetown University Law Center

8:30–9:30 am Keynote Address: Mediation’s Impact on the Dispute Resolution ProcessDiscovery is a critical part of dispute resolu-tion, but another approach, mediation, can reduce costs and lead to win-win solutions. In his keynote presentation, Ken Feinberg, one of the country’s most renowned litiga-tion experts, will offer tips and techniques for achieving lasting solutions to the most significant litigation problems. Learn from this master problem solver as he recounts les-sons learned from his experiences overseeing the issues arising from the September 11th attacks, the Virginia Tech shootings, the BP oil spill, the Boston Marathon bombing, and now the General Motors recall.

Speaker

Kenneth R. Feinberg, Feinberg Rozen, LLP

9:35–10:50 am Perspectives from the Rule-makers on Proposed FRCP AmendmentsWe are in the midst of significant changes to the Federal Rules of Civil Procedure. Many of the changes are designed to address the costs and burden of eDiscovery. In this session, you will hear directly from the rule-makers. Members of the Federal Advisory Committee on Civil Rules and Standing Committee on Rules of Practice and Procedure will discuss the reasons for the proposed revisions, the hurdles they faced in the drafting process, and their intended outcomes from the new rules package.

Moderator

Thomas Y. Allman Adjunct Professor, University of Cincinnati College of Law

Panelists

Hon. David G. Campbell, District Judge, U.S. District Court for the District of Arizona

Hon. Paul W. Grimm, District Judge, U.S. District Court for the District of Maryland

Hon. John G. Koeltl, District Judge, U.S. District Court for the Southern District of New York

10:50–11:20 am Networking Break

11:20 am–12:35 pmeDiscovery Case Law Update Confused and overwhelmed by the number and diversity of eDiscovery decisions issued by courts around the country this past year? Having trouble discerning this year’s trends? The judges who make the case law—and understand it best—return for Georgetown’s traditional and popular panel discussion to deepen your understanding of the most significant civil and criminal eDiscovery cases from 2014.

Moderator

Ken Withers, Deputy Executive Director, The Sedona Conference®

Panelists

Hon. Paul S. Grewal, Magistrate Judge, U.S. District Court for the Northern District of California

Hon. Frank Maas, Magistrate Judge, U.S. Dis-trict Court for the Southern District of New York

Hon. Xavier Rodriguez, District Judge, U.S. District Court for the Western District of Texas

Hon. Shira A. Scheindlin, District Judge, U.S. District Court for the Southern District of New York

Hon. Elizabeth M. Schwabedissen, General Magistrate Judge, Eleventh Judicial Circuit Court of Florida

Hon. David J. Waxse, Magistrate Judge, U.S. District Court for the District of Kansas

12:35–12:50 pm Boxed Lunch Distribution

12:50–1:40 pm Networking Lunch

1:40–2:55 pm Where Is the Law Taking Us with Technology-Assisted Review? Now that it has been established that TAR is permissible to use for eDiscovery, it is critical to learn what the judges are saying. During this session, we will assess where we find ourselves today and what you need to know. Are the courts getting it, and getting it right? What is happening with protocol and validation of results? Is it necessary to reveal irrelevant and nonresponsive information from training seed sets? What is a reason-able production using TAR? When should the process be challenged? You will analyze answers to these important questions as you prepare for eDiscovery practice in 2015.

Moderator

Hon. James C. Francis IV, Magistrate Judge, U.S. District Court for the Southern District of New York

Panelists

Kathryn Goetz, Vice President of Litigation Discovery, Qualcomm Inc.

Christopher Q. King, Dentons US LLP

Jeane A. Thomas, Crowell & Moring LLP

Whitney Street, Block & Leviton LLP

2:55–3:25 pm Networking Break

3:25–4:40 pm

CONCURRENT SESSIONS:

Session APractical Impact of Rules Amendments for PractitionersWhat do practitioners need to know about the revisions to the Federal Rules of Civil Procedure? Hear from a panel of attorneys who have been part of the debate since the 2010 Duke Conference, where the proposed rule changes were first discussed. The panel will focus on the impact of and the questions raised by the proposed rules. Will the new

This symbol indicatessessions that will be webcast.

Page 4: GEORGETOWN LAW - Discovery Advocate · THE 11TH ANNUAL Advanced eDiscovery Institute GEORGETOWN LAW CONTINUING LEGAL EDUCATION THE RITZ-CARLTON, TYSONS CORNER, MCLEAN, VA CLE Up to

language on cooperation create new duties of disclosure? Do the changes to Rule 26 dramatically reduce the scope of permissible discovery? Does the new language enhance limits based on proportionality? Do the new rules provide avenues for more discovery cost-shifting? Will the substantial changes to Rule 37 stimulate changes in preservation practices?

Moderator

Eric P. Mandel, Zelle Hofmann Voelbel & Mason LLP

Panelists

Hon. Joy Flowers Conti, Chief Judge, U.S. District Court for the Western District of Pennsylvania

John M. Barkett, Shook, Hardy & Bacon L.L.P.

Robert L. Levy, Counsel, Civil Justice Reform and Law Technology, Exxon Mobil Corporation

Ariana J. Tadler, Milberg LLP

Session B eDiscovery and the Internet of ThingsAccording to some estimates, there are more than 10 billion objects already connected to the Internet, and that number will continue to grow dramatically in the next five years. These devices include sensors in our homes, in our automobiles, and even worn on our bodies. These devices can communicate with other computers or entities, such as health-care providers or family members. The challenges the eDiscovery community will face in deal-ing with the diverse and disparate data of the Internet of Things seem posed to dwarf those it has faced in dealing with traditional digital communications (e.g., email, instant messages). This panel will begin the dialog on the proactive initiatives and advice eDiscovery professionals can provide in planning for the era of the Internet of Things.

Moderator

Ralph Losey, Jackson Lewis P.C.

Panelists

Monique Altheim, Principal, EDiscoveryMap

Ignatius A. Grande, Hughes Hubbard & Reed LLP

Mark E. Michels, Deloitte LLP

Session CToday’s Challenges and Tomorrow’s Trends: eDiscovery Is Still Keeping In-House Litigation Counsel Up at NightThis session will focus on the challenges facing the in-house litigator and eDiscovery practitioner in today’s climate of cost pres-sures and emerging technologies. Seasoned in-house professionals will share how they are building and keeping their eDiscovery programs evergreen, including: new reporting and cost-savings strategies and measurements; in-house counsel frontline eDiscovery issues; tensions with outside counsel as a result of the evolving roles; obtaining buy-in from all internal constituencies; trends for in-sourcing eDiscovery tasks or using managed service providers; and dealing with the potential inherent risks and the growing number of mobile devices.

Moderator

Daniel Kulakofsky, Associate Group General Counsel, The Travelers Indemnity Company

Panelists

Allison Brecher, Senior Litigation Counsel & Director of Information Management, Marsh & McLennan Companies, Inc.

Jamie Brown, eDiscovery Executive Counsel, UBS AG

Jerone J. English, Director of eDiscovery, Intel Corporation

Veronica H. Gromada, Senior Associate General Counsel, Litigation Division, Wal-Mart Stores, Inc.

4:45–6:00 pm

CONCURRENT SESSIONS

Session ABYOD—Privacy, Policy, and eDiscovery Issues Continue—What to Do? Bring Your Own Device (BYOD) is now mainstream, but organizations have only just begun to face the myriad of challenges associated with BYOD programs. This session will focus on addressing these challenges, many of which may be very costly, by offering advice with regard to: information security and privacy implications for organizations and their employees; tips for creating effective policies to ensure compliance and to protect all involved; relying on policies to decrease IT

Online CLE from Georgetown Now you can benefit from the George-

town Law CLE experience at your

convenience online. In case you could not

join us last year, we have made certain

sessions available on-demand. Check out

these courses before attending this year:

• eDiscovery in Government and

Regulator Investigations

(1.0 CLE Credit)

• ESI and Privilege: Taking a Fresh

Approach (1.0 CLE Credit)

• Ethical Issues in an Adversarial System

(1.0 CLE Ethics Credit)

• IG: Why It’s Important for eDiscovery

and How to Build a Business Case

(1.0 CLE Credit)

• The Business of eDiscovery

(1.0 CLE Credit)

• Right-Sizing Your Process: eDiscovery

on a Limited Budget (1.0 CLE Credit)

• Determining When Technology-Assisted

Review Is or Isn’t the Right Solution

(1.0 CLE Credit)

For more information, and to verify

that these courses are available for

credit in your state, visit our website at

https://georgetown.inreachce.com/.

Page 5: GEORGETOWN LAW - Discovery Advocate · THE 11TH ANNUAL Advanced eDiscovery Institute GEORGETOWN LAW CONTINUING LEGAL EDUCATION THE RITZ-CARLTON, TYSONS CORNER, MCLEAN, VA CLE Up to

costs, while still allowing employees access to the most current mobile technology; questions about the ownership of and right to control information stored on the personally owned devices; gaining access to devices, particularly for departing employees; and eDiscovery technology addressing BYOD challenges and issues.

Moderator

Dawson Horn, Associate General Counsel & Vice President, AIG

Panelists

Denise E. Backhouse, Littler Mendelson P.C.

David Kessler, Norton Rose Fulbright

Ron Tamburrino (Retd), Senior Corporate Coun-sel, Litigation, Sherwin Williams Company

Benjamin Young, Associate General Counsel, U.S. Department of Agriculture

Session BData Privacy and Security: Substantive Claims and eDiscovery Issues Abound Recent news reports on a series of data breaches, including some which directly impact personally identifiable informa-tion (“PII”), emphasize the importance of protecting personal and corporate informa-tion. This panel will explore how discovery in these data-breach cases is being managed by organizations to ensure that outside law firms and other service providers who have posses-sion of their information are protecting it to the same standard as the organization itself. The panel will provide practical guidance for negotiating protective orders that cover how the receiving party will protect the security and privacy of information received through the discovery process.

Moderator

Timothy M. Opsitnick, Founder, Jurinnov Ltd.

Panelists

Hon. Andrew J. Peck, Magistrate Judge, U.S. District Court for the Southern District of New York

Annika K. Martin, Lieff Cabraser Heimann & Bernstein, LLP

David Shonka, Principal Deputy General Coun-sel, Federal Trade Commission

Lisa J. Sotto, Hunton & Williams LLP

6:00–7:00 pm Cocktail HourSponsored by Xerox Litigation Services

7:00–8:30 pmInstitute Reception (Ticketed)Co-sponsored by The Electronic Discovery

Institute, Inc.

Join fellow Institute participants for network-ing while enjoying live entertainment. The Institute Reception is a ticketed event. See our Institute Sponsors for tickets.

Friday, November 217:30–8:15 amContinental Breakfast

8:15–9:30 am

CONCURRENT SESSIONS

Session ANew Developments: eDiscovery in Government and Regulatory InvestigationsWhen the government comes knocking, organizations and their counsel must react quickly in developing eDiscovery strate-gies and negotiation plans. Understanding the scope of claims, preservation issues, and search strategies—and having a reasonable plan for addressing them—can often set the tone for the entire matter. The panelists will address recent eDiscovery developments in the Department of Justice and other agencies, provide you with practical suggestions on how to engage the government, and discuss best practices when preparing for meetings and negotiations in government investigations.

Moderator

Allison C. Stanton, Director of E-Discovery, FOIA, & Records, U.S. Department of Justice

Panelists

Simon A. Latcovich, Williams & Connolly LLP

Leticia Vandehaar, Assistant U.S.Attorney, Dis-trict of New Jersey, U.S. Department of Justice

Session BSocial Media: Is Anyone Really Appropriately Addressing Privacy Issues?Privacy issues continue to abound around the increasing use of social media, particularly

during eDiscovery. Yet it is unclear whether these issues are being seriously addressed and how they should be dealt with. This session will focus on the privacy issues associated with social media in eDiscovery, steps to clarify and mitigate privacy concerns for both the organization and its employees’ use of social media through policy, and on the technology issues associated with preserving and collecting social media.

Moderator

Martin T. Tully, Katten Muchin Rosenman LLP

Panelists

Hon. Kristen L. Mix, Magistrate Judge, U.S. District Court for the District of Colorado

Adam I. Cohen, Principal, Ernst & Young

Tiffany M. Ferguson, Pugh, Jones & Johnson P.C.

Session C The Evolving Nature of Defense of ProcessDocumentation of process is not new and can be critical for many reasons. With the proliferation of technology-based eDiscovery processes, validation of processes has become more sophisticated. However, “defending” your process is clearly not required in every case. This panel will explore the threshold showing that must be established to open the door to “Defense of Process,” as well as the quality control/quality assurance processes that the practitioner, practice support profes-sional, and consultant providing discovery services must comprehensively understand in order to defend their processes when required to do so.

Moderator

Hon. Craig B. Shaffer, Magistrate Judge, U.S. District Court for the District of Colorado

Panelists

William P. Butterfield, Hausfeld LLP

Farrah Pepper, Executive Counsel, Discovery, General Electric Company

Sandra J. Rampersaud, Cravath, Swaine & Moore LLP

Brendan M. Schulman, Kramer Levin Naftalis & Frankel LLP

Page 6: GEORGETOWN LAW - Discovery Advocate · THE 11TH ANNUAL Advanced eDiscovery Institute GEORGETOWN LAW CONTINUING LEGAL EDUCATION THE RITZ-CARLTON, TYSONS CORNER, MCLEAN, VA CLE Up to

9:30–10:00 am Networking Break

10:00–11:00 am Ethics, Technology, and Attorney Competence In August 2012, the American Bar Association revised the comment to ABA Model Rule 1.1 on Competence to note that lawyers “should keep abreast of changes in the law and its prac-tice, including the benefits and risks associated with relevant technology. …” The ABA report specifically stated that the revision included eDiscovery. A number of states are following the lead of the ABA and are adopting similar changes to their rules of professional conduct. What does that mean to lawyers in today’s ever-changing digital information world? How should competence in technology with regard to eDiscovery be measured? How should a lawyer approach the issue of competence in eDiscovery, and how does a lawyer stay competent on such issues as cloud computing, technology-assisted review, social media, etc.? This panel will discuss the ethical challenges and solutions for practicing attorneys facing challenges regarding technology in eDiscovery.

Moderator

Kevin F. Brady, Eckert Seamans Cherin & Mellott LLC

Panelists

Hon. Herbert B. Dixon, Jr., Associate Judge, Superior Court of the District of Columbia

Hon. John M. Facciola, Magistrate Judge, U.S. District Court for the District of Columbia

Karin Jenson, BakerHostetler, LLP

Stephanie Mendelsohn, Director, Corporate Records & E-Discovery, Genentech, Inc.

11:05 am–12:20 pm Information Governance in a Big Data WorldWhat is “big data,” and how can it be tamed? The response to these questions may be solved with comprehensive information governance policies and initiatives. This panel will examine the challenges faced by today’s organizations as a result of the massive data proliferation of the last decade, including those related to privacy (domestic and international), security, and eDiscovery. Understanding that reaction-ary eDiscovery practices are only a stopgap and that proactive governance and management of the information is a more optimal solution to many of the problems big data poses, the panel will discuss innovative ways to frame the issues for management, evaluate potential solutions including the use of analytics, build a business case, and determine return on investment.

Moderator

Conor R. Crowley, Crowley Law Office

Panelists

Jason R. Baron, Drinker Biddle & Reath LLP

Vicki Lee Clewes, Vice President, Global Records & Information Management, McKesson Corpora-tion

Jennifer H. Rearden, Gibson, Dunn & Crutcher LLP

Charles R. Ragan, Zelle Hofmann Voelbel & Mason LLP

12:20–12:35 pm Boxed Lunch Distribution

12:35–1:35 pm Lunch and Address: A Unique Perspective, Straight from the BenchOne of the “rock star” judges in the eDiscovery world, Judge Facciola, is set to retire from the federal bench at the end of this year. He has been a guiding force in the creation of the Institute, and he has contributed significantly to the law of eDiscovery in the country. Judge Facciola will provide his own unique insights and offer his judicial perspective on the eDis-covery world at this special lunch session that is not to be missed.

Speaker

Hon. John M. Facciola, Magistrate Judge, U.S. District Court for the District of Columbia

1:45–3:15 pm Annual Judicial RoundtableWe are facing unprecedented turmoil in the legal profession. Many lawyers are ill-equipped to handle digital information, while others refuse to cooperate in the eDiscovery process. Furthermore, many judges are not prepared to handle the increasingly technical disputes that threaten to dominate what is intended to be party-driven discovery. What changes has ESI led to in the practice of law? What further changes can we expect to see moving forward? The judicial panel will tackle these issues, as well as others faced by lawyers and a justice system awash with data and new forms of media and technology. Our moderator will present these distinguished jurists with a variety of thought-provoking questions that will evoke insightful, provocative, humorous, unpredictable, and authoritative responses.

Moderator

Maura R. Grossman, Wachtell, Lipton, Rosen & Katz

Panelists

The Judges of the Advanced eDiscovery Institute

3:15 pmAdjournment

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w

Keynote PresenterKenneth R. Feinberg, Feinberg Rozen, LLP, Washington, DC

JudgesHon. David G. Campbell, District Judge, U.S. District Court for the District of Arizona

Hon. Joy Flowers Conti, Chief Judge, U.S. District Court for the Western District of Pennsylvania

Hon. Herbert B. Dixon Jr., Associ-ate Judge, Superior Court of the District of Columbia

Hon. John M. Facciola, Magis-trate Judge, U.S. District Court for the District of Columbia

Hon. James C. Francis IV, Magis-trate Judge, U.S. District Court for the Southern District of New York

Hon. Paul S. Grewal, Magistrate Judge, U.S. District Court for the Northern District of California

Hon. Paul W. Grimm, District Judge, U.S. District Court for the District of Maryland

Hon. John G. Koeltl, District Judge, U.S. District Court for the Southern District of New York

Hon. Frank Maas, Magistrate Judge, U.S. District Court for the Southern District of New York

Hon. Kristen L. Mix, Magistrate Judge, U.S. District Court for the District of Colorado

Hon. Andrew J. Peck, Magistrate Judge, U.S. District Court for the Southern District of New York

Hon. Xavier Rodriguez, District Judge, U.S. District Court for the Western District of Texas

Hon. Shira A. Scheindlin, District Judge, U.S. District Court for the Southern District of New York

Hon. Elizabeth M. Schwabedissen, General Magistrate Judge, Eleventh Judicial Circuit Court of Florida

Hon. Craig B. Shaffer, Magistrate Judge, U.S. District Court for the District of Colorado

Hon. David J. Waxse, Magistrate Judge, U.S. District Court for the District of Kansas

Planning Committee Co-ChairsMatthew I. Cohen, AlixPartners LLP, New York, NY

Sherry B. Harris, Crowley Law Office, McLean, VA

Planning CommitteeHon. Nan R. Nolan (Ret.), U.S. District Court, Northern District of Illinois, Chicago, IL

Jason R. Baron, Drinker Biddle & Reath LLP, Washington, DC

Allison L. Brecher, Marsh & McLennan Companies, Inc., New York, NY

William P. Butterfield, Hausfeld LLP, Washington, DC

Maura R. Grossman, Wachtell, Lipton, Rosen & Katz, New York, NY

Laura M. Kibbe, Morgan, Lewis & Bockius LLP, New York, NY

Mark E. Michels, Deloitte, San Jose, CA

Timothy M. Opsitnick, Jurinnov Ltd., Cleveland, OH

Allison C. Stanton, U.S. Depart-ment of Justice, Washington, DC

Ariana J. Tadler, Milberg LLP, New York, NY

Advisory Board Founding ChairRobert A. Eisenberg, Empire Discovery, New York, NY

Advisory Board Co-ChairsHon. John M. Facciola, Magis-trate Judge, U.S. District Court for the District of Columbia, Washing-ton, DC

Kevin F. Brady, Eckert Seamans Cherin & Mellott, LLC, Wilmington, DE

Paul D. Weiner, Littler Mendelson P.C., Philadelphia, PA

Advisory Board MembersHon. James C. Francis IV, Magistrate Judge, U.S. District Court, Southern District of New York, New York, NY

Hon. Paul W. Grimm, U.S. District Court for the District of Maryland, Baltimore, MD

Hon. Craig B. Shaffer, U.S. District Court for the District of Colorado, Denver, CO

Mark L. Austrian, Kelley Drye & Warren LLP, Washington, DC

Craig D. Ball, Law Offices of Craig D. Ball, P.C., Austin, TX

Theresa Beaumont, Groupe Beaumont Inc., San Francisco, CA

Prof. John L. Carroll, Cumberland School of Law, Birmingham, AL

Adam I. Cohen, Ernst & Young, New York, NY

David R. Cohen, Reed Smith LLP, Pittsburgh, PA

Conor R. Crowley, Crowley Law Office, McLean, VA

M. James Daley, Daley & Fey LLP, Overland Park, KS

Carol L. Eoannou, Bloomberg BNA, Arlington, VA

Carmen Oveissi Field, Deloitte Financial Advisory Services LLP, New York, NY

Thanks to Our Institute Sponsors:@Legal Discovery, LLCAlphaLit | LDiscoveryBloomberg BNACatalyst Repository SystemsDeloitte LLPDriven, Inc.EquivioFTI TechnologyHuron LegalIris Data ServicesKiersted Systems

KPMG LLPKroll Ontrack Inc.Navigant Consulting, Inc.Recommind, Inc.Relativity by kCuraRenewDataStroz Friedberg LLCTCDIXerox Litigation ServicesZapproved Inc.ZyLAB North America

Judges & Advisory Board Gilbert Greenman, Williams & Connolly LLP, Washington, DC

Michelle Greer Galloway, Cooley LLP, Reston, VA

Jack Halprin, Google Inc., Moun-tain View, CA

Ronald J. Hedges, Ronald Hedges, LLC, Hackensack, NJ

Anne Kershaw, Knowledge Strat-egy Solutions, LLC, Tarrytown, NY

Gilbert S. Keteltas, Baker-Hostetler, Washington, DC

Michael E. Lackey Jr., Mayer Brown LLP, Washington, DC

James L. Michalowicz, Huron Consulting Group, New York, NY

Patrick L. Oot, Shook, Hardy & Bacon L.L.P., Washington, DC

Robert D. Owen, Sutherland Asbill & Brennan LLP, New York, NY

Jonathan M. Redgrave, Redgrave LLP, Washington, DC

Dan Regard, iDiscovery Solutions, Inc., Washington, DC

Jeffrey B. Ritter, The Ritter Acad-emy, Reston, VA

Herbert L. Roitblat, OrcaTec LLC, Atlanta, GA

John J. Rosenthal, Winston & Strawn LLP, Washington, DC

Jeane A. Thomas, Crowell & Moring LLP, Washington, DC

Page 8: GEORGETOWN LAW - Discovery Advocate · THE 11TH ANNUAL Advanced eDiscovery Institute GEORGETOWN LAW CONTINUING LEGAL EDUCATION THE RITZ-CARLTON, TYSONS CORNER, MCLEAN, VA CLE Up to

Program Details Hotel ReservationsA block of rooms has been held at The Ritz-Carlton, Tysons Corner and will be honored until Sunday, October 19, 2014. These rooms will be held as a block, unless exhausted, until the above date at which time they will be released to the general public. Be sure to mention the “Advanced eDiscovery Institute” to receive the room rate below.

The Ritz-Carlton, Tysons Corner1700 Tysons BoulevardMcLean, VA 22102Room Rate: $2351-800-826-1895https://www.ritzcarlton.com/en/Properties/TysonsCorner/Reservations/Default.htm?gc=ediedia#topWhen making the reservations online enter EDIEDIA under “Group Code.”

Group DiscountsGroup discounts are available for companies registering three or more attendees.

DisclaimerSpeakers are subject to change.

Special Needs or Dietary RestrictionsEmail [email protected] or call 202-662-9890.

ScholarshipsGeorgetown Law CLE makes every possible effort to provide equal educational opportunities to all. We provide a limited number of scholarships on a case-by-case basis for both live, in-person programs and for live webcasts. Apply online at www.law.georgetown.edu/cle or submit your written request no later than 5:00 pm ET on Thursday, October 30, 2014.

Cancellations/Rain Checks/SubstitutionsCancellation and rain check notices must be received by at least 5:00 pm ET on Thursday, November 13, 2014 for a refund (less $100 administrative fee). Rain checks for a future program will be granted for cancellations received after November 13 and prior to the start of the program. Substitutions are accepted at any time prior to the program. Registration for the live, in-person program is not transferable to the live webcast.

Course MaterialsCourse materials will be emailed to you prior to the program. Registrants will receive an email from the Georgetown Law CLE office approximately one week before the program with additional instructions regarding how to access the course materials.

Satisfaction GuaranteeWe are confident that you will leave this conference with more than enough ideas and insights to make your investment pay off. However, if you feel you have not received your money’s worth by the end of the program, please contact a member of our registration team before leaving the conference. All refund requests will be reviewed carefully and are subject to approval by the Assistant Dean.

CLE Credits Accreditation has been or will be requested for the Advanced eDiscovery Institute from most states with mandatory continuing legal education requirements for 9.75 CLE credits (based on a 60-minute hour) including 1.0 ethics, and 11.7 CLE credits (based on a 50-minute hour) including 1.2 ethics. Georgetown Law is an accredited CLE provider in most MCLE states. Georgetown Law CLE is a State Bar of California–approved MCLE provider. Please note that this program is eligible for only Nontransitional CLE credit in New York. This program is not eligible for Transitional credit. Some states require nominal accreditation fees. You will be asked to submit payment at the program’s conclusion.

MCLE state credit rules vary for online CLE. Please check online at https://georgetown.inreachce.com/ to see if the program has been approved in your state. We will apply upon request in some states; alternatively, manystates allow attorneys to apply on their own.

Bonus On-Demand AccessThis add-on includes access to all recorded sessions post-program. You may receive CLE credit for new sessions online. You cannot claim credit for taking the same sessions in person and online. If you register forthis option, you will receive a separate email providing you with additional information on how to access the content online.

Questions? Contact Us!Georgetown Law CLE

600 New Jersey Avenue, NW

Washington, DC 20001

[email protected]

202-662-9890

Page 9: GEORGETOWN LAW - Discovery Advocate · THE 11TH ANNUAL Advanced eDiscovery Institute GEORGETOWN LAW CONTINUING LEGAL EDUCATION THE RITZ-CARLTON, TYSONS CORNER, MCLEAN, VA CLE Up to

PLEASE PRINT OR TYPE. Payment must accompany registration.

Advanced eDiscovery Institute (November 20-21, 2014) $1,395 Early-Bird Registration $599 Bonus On-Demand Access

(due October 21, 2014 by 5:00 PM ET)

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Page 10: GEORGETOWN LAW - Discovery Advocate · THE 11TH ANNUAL Advanced eDiscovery Institute GEORGETOWN LAW CONTINUING LEGAL EDUCATION THE RITZ-CARLTON, TYSONS CORNER, MCLEAN, VA CLE Up to

1. Receive a case law update on the year’s most pressing cases

affecting eDiscovery and a sneak peek at upcoming trends.

2. Examine one of the biggest issues on the horizon: “Attorney

eDiscovery Competency.”

3. Drill into the privacy and security implications involved in

eDiscovery and how to address the inherent risks and gaps

that exist.

4. Learn tips on some of the most perplexing challenges of

BYOD that organizations are only beginning to realize how to

address with policy, procedures, and technology.

5. Sharpen your understanding of the implications of opinions to

date on technology-assisted review.

6. Receive pointers on the eDiscovery challenges keeping

in-house counsel awake at night.

7. Increase your expertise in creating and implementing policy

and technologies to deal with challenges presented by social

media in eDiscovery.

8. Explore eDiscovery strategies for those instances when the

government comes knocking.

9. Delve into the best practices for documentation of process

should the process need to be defended.

10. Review approaches and solutions for dealing with “Big

Data” and the “Internet of Things.”

11. Benefit from the presence of federal and state court judges

sharing their views on a number of eDiscovery issues, includ-

ing those you want addressed.

Attention Mail Room:If the intended recipient is no longer employed, please forward this brochure to the successor.

Georgetown University Law CenterContinuing Legal Education600 New Jersey Avenue NW Washington, DC 20001-2075

GEORGETOWN LAW C O N T I N U I N G L E G A L E D U C AT I O N

11 Reasons Why You Should Attend11th Annual Advanced eDiscovery Institute