Legal Technology Exchange 2009


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Legal Technology Exchange 2009

  1. 1. Delegate Information Package Legal Technology Exchange TM Transforming Challenges into Opportunities by Leveraging your Legal Technology in a High-Risk Economy October 4 - 6, 2009 | Austin, Texas exchange @
  2. 2. Legal Technology Exchange TM Transforming Challenges into Opportunities by Leveraging your Legal Technology in a High-Risk Economy October 4 - 6, 2009 | Austin, Texas The Venue Exchange venues are exclusive and set outside of major city centers, selected because they are conducive Building on the success of our past two Legal Technology Exchanges, the 2009 Exchange will to conducting business without the interruption of provide a forum for senior legal technology executives to discuss the most prevalent topics phones, employees and other meetings. All exchange and solutions that will help them resolve the key challenges they are facing. Discussions will events are held in luxurious 5-star resorts that include, using technology to better the relationships between law firms and corporate legal provide the perfect 'getaway’ environment conducive for departments, managing IT infrastructure in a recessionary economy, the benefits of bringing a productive agenda-packed 3 days of powerful eDiscovery in-house, and other important issues. networking and one-on-one meetings. As a participant in this year's Legal Technology ExchangeTM, you will have unparalleled interaction with your peers, solution providers and leaders in the industry to benchmark, discuss and solve challenges that are facing corporations cross-industry. Conference sessions and one-on-one business meetings coupled with numerous networking activities allows you to maximize your time at the event in three complete days of new ideas, discussions and conversation on how to spread your legal spend and make the most out of your legal technology. Our past two Legal Technology Exchanges have attracted executives from companies such as Johnson & Johnson, General Electric, Dupont, Kraft Foods, Abbott Labs, Motorola, Lockheed Martin as well as some of the most respected law firms, including, Hogan & Hartson, Sullivan & Cromwell, Ropes & Gray, and Paul, Hastings, Janosfy & Walker LLP. Join us at one of the most effective and prestigious legal technology events this year to network and hear from the following Speakers: Michael Heyrich Risa Schwartz Assistant General Counsel – Head of Knowledge Management, Litigation Legal Citigroup Inc. Cisco Systems Hilary lane W. Dexter Carpenter Vice President, Litigation Director, Financial Operations, General NBC Universal Law Wyeth Pharmaceuticals Scott Cohen Director, Litigation Support Vincent Cordo Proskauer Rose LLP Global Director IT Services Delivery & Management Thomas Baldwin White & Case Chief Knowledge Officer Here's what delegates had to say Reed Smith LLP Scott McVeigh about past Legal Technology Director, Records Management Exchanges Mary Panetta Aramark Corporation “A stellar collection of presentations and presenters – Director of Knowledge I was extremely disappointed that a flight cancellation Management Chris Bifone caused me to miss the sessions on Sunday.” Akin, Gump, Strauss, Hauer & Assistant General Counsel Senior Counsel, eDiscovery, Sunoco Feld LLP JPMorgan Chase “Great. Informative. Must do again!” CIO, Pillsbury Winthrop Shaw Pittman LLP 2
  3. 3. Legal Technology Exchange TM October 4 - 6, 2009 | Austin, Texas A Forum Exclusively for Senior Strategists The Legal Technology ExchangeTM was developed to cater to the unique needs of legal technology executives. The only way to effectively ensure that each and every participant at the Exchange is able to extract true strategic value from the event is to strictly limit attendance. Who you will meet: This is why participation at the event is by invitation-only. Exchange delegates This ensures that you are able to tap into a network of influencers and To ensure the Exchange offers the highest degree of relevancy for decision makers – people with their eyes on the future and with proven attendees, only senior executives responsible for legal technology solutions to your most pressing priorities. planning and purchasing within their legal department or law firm are invited. This exclusive format allows you to connect with those peers whose insights you respect most – through exceptional networking, business meetings and strategic information sharing sessions. You are in the Driver’s Seat Legal Technology executives in attendance will include: Corporate Legal Department Executives Your time is valuable. Which is why, at the Legal Technology ExchangeTM, Vice President / Director / Senior Counsel: you will customize your itinerary to reflect your current priorities and • Legal Operations future goals and objectives. • Litigation • Legal Administration Your agenda will be made up of conference sessions, one-on-one • Legal Technology business meetings, our signature Brain WeaveTM discussions, and other • eDiscovery innovative networking opportunities. Prior to the exchange you will • Legal Expense Control customize your itinerary by making your selection of: • Information / Records Management Law Firm Executives Conference Sessions • Chief Information Officer The highly crafted conference sessions reflect the strategic issues that • Chief Technology Officer senior legal technology executives have identified as priorities during our • Chief Knowledge Officer lengthy research process. You will choose from a selection of plenary and Director: concurrent sessions covering a myriad of issues that will create the • Information Technology foundation of your agenda. • Information Systems • Knowledge Management One-on-One Business Meetings • Electronic Discovery • Records Management An integral part of your agenda is the one-on-one business meetings with • Case/Matter Management leading Solution Providers. When you register for the Legal Technology Chair or Partner: ExchangeTM we ask you to identify the solutions and services you are • eDiscovery currently considering. We then invite leading experts who can supply • Technology Committee problem-solving prescriptions for your business. Prior to the Exchange, you will be able to assess the soluton providers Exchange Solution Providers who will be attending and select 6-8 who you would like to spend time Solution Providers are invited based on the requirements of attending with at the event. delegates. The service providers at the Legal Technology ExchangeTM specialize in the following areas: Your selections are then incorporated into your customized agenda. These • Law Department Optimization private 30 minute one-on-one meetings give you the opportunity to hear • Document and Records Management from leading specialists, whose industry knowledge and experience • Global Compliance enable them to make a valuable contribution to the requirements of your • Litigation Management • Electronic Discovery business. They offer objective, flexible and relevant strategies for success. • Knowledge Management This unique aspect of the Legal Technology Exchange serves to TM • Message/EMail Management simplify the process for sourcing new solutions; switch you on to • Information Security • Matter Management answers that are working for others; and offer you early previews of • IT Hardware and Infrastructure emerging technologies. • Legal Spend, Finance and Accounting • Legal Technology Services and Consulting | 1-866-296-4580 | 3
  4. 4. Legal Technology Exchange TM 2009 Speaking Faculty Patrick Oot Mary Panetta Director of Electronic Discovery & Senior Counsel Director of Knowledge Management Verizon Legal Akin, Gump, Strauss, Hauer & Feld LLP Edward Efkeman Risa Schwartz Senior General Counsel – Litigation Head of Knowledge Management, Legal Federal Express Corporation Cisco Systems Thomas L. Hall W. Dexter Carpenter Managing Attorney – Discovery & Litigation Technology Director, Financial Operations, General Law Cleary Gottlieb Steen & Hamilton LLP Wyeth Pharmaceuticals Steven Lilley Claudio Crisafulli, Jr. MBA, PMP CEO/Founder Associate Director, Information Systems, Corporate & WorkProducts Inc. HR BSP Wyeth Pharmaceuticals Michael Heyrich Assistant General Counsel – Litigation Vincent Cordo Citigroup Inc. Global Director IT Services Delivery & Management White & Case Scott Cohen Director, Litigation Support Scott McVeigh Proskauer Rose LLP Director, Records Management Aramark Corporation Donald A. Loft Partner Chris Bifone Morris, Manning & Martin LLP Assistant General Counsel JPMorgan Chase Marcus Linden Chief Operating Officer John Woods LexisNexis Examen Partner, Privacy and Information Management Practice, Litigation & Intellectual Property Practice Steven Harmon Hunton & Williams Director, Legal Services Cisco Systems James Lehman Partner Thomas Baldwin Nelson Mullins Riley & Scarborough LLP Chief Knowledge Officer Reed Smith LLP 4 | 1-866-296-4580 |
  5. 5. Legal Technology Exchange TM October 4 - 6, 2009 | Austin, Texas Sunday, October 4, 2009 Event Registration 11:00pm - 2:00pm Sunday, October 4, 2009 Best Practices for Bringing eDiscovery In-House – What any Legal Department 2:00pm - 2:50pm Should Know Before Considering a Change There is an increasing buzz about bringing more tasks in house, especially if it can reduce costs associated with the task. While many challenges present themselves when bringing any activity in-house, eDiscovery presents itself as one of the more challenging ones. Discuss with your peers the impact of bringing eDiscovery in-house and how to implement an in-house process. • The benefits and risks of in-house eDiscovery • Determining which parts or if the entire process should be brought in-house • Finding a starting point and beginning steps to roll out in-house eDiscovery • Preparing for expected roadblocks Patrick Oot Edward Efkeman Director of Electronic Discovery & Senior Counsel Senior General Counsel – Litigation Verizon Legal Federal Express Corporation Sunday, October 4, 2009 The Future of eDiscovery: Emerging Technologies, Changing Trends and a 2:50 pm - 3:40 pm Continually Developing Industry Whether it wants to be admitted or not, eDiscovery is one of the most important aspects in legal technology especially as it relates to litigation. In an industry that holds such importance it is imperative to be as up to date on changing trends, new developments and shifting dynamics. In this session, discuss the evolving eDiscovery industry and its impact on your organization. • Myth vs. Reality – what predications are coming true in regards to eDiscovery • Key issues to watch out for – what are the corporations, law firms and the bench saying? • Emerging technologies for more reliable eDiscovery Thomas L. Hall Managing Attorney – Discovery & Litigation Technology Cleary Gottlieb Steen & Hamilton LLP Sunday, October 4, 2009 Litigation and eDiscovery from a Global Point of View 3:40pm - 4:30pm The complications that arise with litigation in the United States are staggering, but in today’s economy, most organizations do not operate in a local economy. How do you manage discovery activities in a global economy and what are the best practices for using eDiscovery as it ties to litigation? In this session we will explore the best methods of eDiscovery for a multinational organization and its contribution to litigation. • Managing & discovering documents in multiple languages, time zones, currencies & characters • Differences in privacy and privilege between the United States, Europe & Asia • Understanding the differences in business cultures and international litigation environments • Emerging data privacy concerns Sunday, October 4, 2009 Case Law Pointing to Evidence Lifecycle Management (ELM) as a Standard for Early Try 3:40pm - 4:30pm vs. Settle Analysis An interactive session with eDiscovery counsel and ELM technology experts leading discussions around how to align case assessment with the preservation, collection and search of computer evidence to accurately make decisions at the onset of the litigation, investigation, and insurance claims process. Case law continues to give clients, counsel, and their insurers much precedent as it relates to assessing computer evidence to more accurately analyze claims early in order to make “Try vs. Settle” decisions for each case. In claims and case assessment, the data analysis must be as rapid as possible to mitigate the loss and increase the likelihood of identifying the issue(s). Court decisions validating the Evidence Lifecycle Management process are brought to light. Technology advancements are replacing traditional forensic technologies and electronic discovery cost and business disruption burdens with preservation management, case assessment, Meet & Confer Readiness and ESI Production in an iterative ELM process and platform, providing best evidence process technologies at a fraction of the cost of traditional eDiscovery technologies. This interactive forum will examine the how legal requirements, litigation economics, and technology advancements are intertwined. Steven Lilley CEO/Founder WorkProducts Inc. | 1-866-296-4580 | 5
  6. 6. Legal Technology Exchange TM October 4 - 6, 2009 | Austin, Texas Sunday, October 4, 2009 One to One Meetings / Free Time / Brain Weave™ Discussion 4:30pm - 6:00pm Sunday, October 4, 2009 Taking Back Control of your Legal Spend: Best Practices for Reducing Costs without 6:00pm - 6:50pm Compromising your Sustainability All organizations are aware of the implications that surround the current economy. The common theme of doing more with less is being emanated from every financial office; budgets have been cut, but work still must get done. During this session, our panelist will examine key initiatives that will allow you to manage your legal spend and conduct business in this current economy. • Selecting software & hardware with increased lifecycles • Choosing new initiatives that do not require major IT Infrastructure overhaul • Linking solutions – eDiscovery, litigation & cost management Michael Heyrich Assistant General Counsel – Litigation Citigroup Inc. Sunday, October 4, 2009 Networking Cocktail and Dinner Reception 7:30 - 10:00pm Monday, October 5, 2009 Breakfast 7:00am - 8:00am Monday, October 5, 2009 In-house vs. Outsourcing: Continuing the Debate on How to Best Manage 8:00am - 9:00am Litigation Support Cost reduction and increased efficiency are the top priorities as we closeout 2009 and begin 2010. There is a continuous debate on whether initiatives can be brought in-house or should continue to be outsourced for the most capable litigation support. What are the benefits of each strategy? What tasks are easiest to bring in-house? Which technologies are useful to help with these transitions? In this discussion, speak with key legal executives to continue the debate and the best strategies for outsourcing, document management, eDiscovery and more. • The advantages of bringing eDiscovery in-house – cost reduction • Establishing a better relationship between clients & attorneys – client retention • Finding the appropriate balance between in-house and outsourcing Hilary lane Scott Cohen Vice President, Litigation Director, Litigation Support NBC Universal Proskauer Rose LLP Monday, October 5, 2009 One to One Meetings / Free Time / Brain Weave™ Discussion 9:00am - 10:00am 6 | 1-866-296-4580 |
  7. 7. Legal Technology Exchange TM October 4 - 6, 2009 | Austin, Texas Monday, October 5, 2009 Counting the Gigabytes: Best Procedures for Managing the Increasing Amount of ESI 10:00am - 10:50am While the economy is slowing, the amount of electronically stored information is only growing; growing faster than it can be managed. The increased amount of ESI can create risks to your organization if not management properly. What are best procedures used to manage such a large amount of information? Discuss with your peers how to tackle a daunting task competently and successfully. • Reestablishing your relationship with solution providers – moving away from charging by the gigabyte • Records retention and deletion policies that make sense • Reducing costs and risks by being proactive in your ESI management • Best practices for preservation and identification • Creating formal lines of custodianship Monday, October 5, 2009 Using Technology to Enhance the Relationship Between Law Firms & Corporate Clients 10:00am - 10:50am Often times the relationship between clients and law firms can hold a great deal of tension. How can we better manage this relationship? Can technology help to improve this relationship while benefitting both sides? Hear from both sides during a panel discussion on emerging technologies that enable a more efficient partnership. • Creating a partnership where everyone is involved in selecting vendors that reduce costs • Do lawyers really need to read everything? Determining which documents need to be reviewed • Extranets, software as a service and other technologies that allow you to work in real time while securing privacy Donald A. Loft Partner Morris, Manning & Martin LLP Monday, October 5, 2009 One to One Meetings / Free Time / Brain Weave™ Discussion 10:50am – 11:50am Monday, October 5, 2009 Doing More With Less – Technology and the Legal Department 11:50am - 12:40pm In today’s economic climate, almost every legal department is facing significant cuts to their budgets. At the same time, litigation and other risks General Counsel must control are rising. The GCs and corporate counsel that successfully manage their budgets and control risks will distinguish themselves from their peers. In this session, we will explore how to systematically analyze the cost structure of the legal department, how to identify key cost drivers and we’ll discuss real world examples of how to control costs. This won’t be a theoretical discussion about what legal departments can do, but rather an in-depth look at case studies of what has worked in practice and how well it has worked. Learn about the most important technologies for the legal department and hear from corporate counsel that have a track record of delivering business results for their companies. Marcus Linden Chief Operating Officer LexisNexis Examen Monday, October 5, 2009 Using Web 2.0 as a Business Initiative: Knowing What Helps and Hurts your Organization 11:50am - 12:40pm While most are familiar with the increase in social networking, RSS, user generated media and other aspects of Web 2.0, what remains unclear is how to take these channels and convert them into viable business tools. How beneficial are these channels? Is there a strategic advantage in using web 2.0? How can web 2.0 negatively effect business? Discuss with your peers how to utilize the new generation of the World Wide Web to benefit your organization. • The limits of Web 2.0: what it can and cannot do • Mitigating risks associated with using the web as a business tool • Enterprise 2.0: using the tools of the web for Knowledge Management • What we can learn from Gen-X, Gen-Y & Gen-Me about Web 2.0 Steven Harmon Director, Legal Services Cisco Systems | 1-866-296-4580 | 7
  8. 8. Legal Technology Exchange TM October 4 - 6, 2009 | Austin, Texas Monday, October 5, 2009 Networking Luncheon 12:40pm - 1:40pm Monday, October 5, 2009 Knowledge Management Round Table: Views from Clients and Attorneys 1:40pm - 2:30pm There are many motives behind having a well-organized Knowledge Management (KM) process. However, even though they are connected, the motives differ between law firms and corporate legal departments. In this roundtable discussion, analyze the conflicting perspectives between both groups and different approaches in KM that will benefit both parties. • Strategies that can be implemented in both corporations & law firms • What we can learn from each other? Client retention, problem solving etc. • Differences in software – small software to complete enterprise-wide solutions Thomas Baldwin Mary Panetta Chief Knowledge Officer Director of Knowledge Management Reed Smith LLP Akin, Gump, Strauss, Hauer & Feld LLP Risa Schwartz Head of Knowledge Management, Legal Cisco Systems Monday, October 5, 2009 One to One Meetings / Free Time / Brain Weave™ Discussion 2:30pm - 4:00pm Monday, October 5, 2009 Hidden Treasures: Recovering VAT Through E-Billing 4:00pm – 4:50pm As American firms continue to go global, their legal departments face new cost containment challenges from the international scale of operations. E- billing solutions can play a key role in world-wide cost-cutting measures, establishing a consolidated view of legal spend across global operations. Yet, the complexity of dealing with VAT tax obligations can reduce the cost-saving effects of the move to e-billing. How can a legal department reap the same cost savings benefits they have obtained from e-billing at home without paying the penalties in VAT? This session will explore approaches to discovering “hidden treasures” of cost cutting through effective management of VAT obligations. • Technology innovations that protect and enable your international cost-cutting measures while recovering VAT • International standards for invoice submissions with LEDES 98B-International • How to expand your global outside counsel network while maintaining history records and audit trails for law firm activities W. Dexter Carpenter Claudio Crisafulli, Jr. MBA, PMP Director, Financial Operations, General Law Associate Director, Information Systems, Corporate & HR BSP Wyeth Pharmaceuticals Wyeth Pharmaceuticals Monday, October 5, 2009 One to One Meetings / Free Time / Brain Weave™ Discussion 4:50pm – 5:50pm 8 | 1-866-296-4580 |
  9. 9. Legal Technology Exchange TM October 4 - 6, 2009 | Austin, Texas Monday, October 5, 2009 Methods and Best Practices for Showing ROI of Your Legal Technology in a 5:50pm - 6:50pm Recessionary Economy As our economy continues to struggle, legal technology executives are increasingly expected to prove the return on investment. There are direct ways in which legal technology is a true investment for any organization, but what are the indirect ways in which legal technology benefits business? Think outside of the box. Discuss with your peers the indirect benefits of efficient Legal Technology Solutions. • The benefits and best practices of test runs • Looking past assumptions and subjectivity to provide accurate objective data • Reviewing past similar projects, analyzing the success and making that feedback useful • Benchmarking: what can you learn from our legal counterparts Vincent Cordo Global Director IT Services Delivery & Management White & Case Monday, October 5, 2009 Networking Cocktail Reception, Evening Entertainment and Dinner 7:30pm - 11:00pm Tuesday, October 6, 2009 Breakfast 7:00am - 8:00am Tuesday, October 6, 2009 Risk Management and ESI: Archiving & Preserving Properly with a Well Established 8:00am - 9:00am Records Management Procedure Proper records management procedures will allow you to cope with the amount of electronically stored information maintained by your organization while reducing risks and preparing for emerging legal issues. With the amendments to the Federal Rules of Civil Procedure, many organizations are concerned they are now exposed to new risks and are looking for ways to prepare and protect their organization. In this discussion, thought leaders will discuss the best practices for managing your ESI through a records management procedure while meeting the constraints of the FRCP. • “Meet and Confer” – creating a data survey of ESI to meet the 99 day deadline • Executing a delete and retention policy and how it benefits during litigation • Becoming a “Litigation Ready” organization Scott McVeigh Director, Records Management Aramark Corporation Tuesday, October 6, 2009 Mitigating Operational Risk in IT Services & Outsourcing Agreements 9:00am - 9:50am Effectively managing relationships between your clients and their strategic service providers is critical, especially in today's economic environment. More than ever, it is important to include in your agreements a framework to manage your suppliers to success and mitigate your risk in the event of supplier failure. In this session, you will be speaking with a leading legal executive who will share with you tools to employ in your IT services and outsourcing contracts to minimize operational risk. Chris Bifone Assistant General Counsel JPMorgan Chase Tuesday, October 6, 2009 One to One Meetings / Free Time / Brain Weave™ Discussion 9:50am - 10:50am | 1-866-296-4580 | 9
  10. 10. Legal Technology Exchange TM October 4 - 6, 2009 | Austin, Texas Tuesday, October 6, 2009 The Current State of Privacy: Protecting your Organization with Workplace Technology 10:50am - 11:40am With the prominence of Web 2.0, Blackberries, iPhones, email, web chats, blogs, and other online communications, lines have blurred between personal and workplace confidentiality. Employees have a skewed ownership over the professional technology which could greatly impact the privacy protection of your organization. In this session we will address the best ways to monitor usage, storing information and keep the best interests of both the employer and employee. • Analysis of present and potential future privacy laws • Distinguishing between personal and professionally stored documents • Diminishing the spread of privileged information • Cooperating with employees to minimize risk and protect the organization John Woods Partner, Privacy and Information Management Practice, Litigation & Intellectual Property Practice Hunton & Williams Tuesday, October 6, 2009 Prioritizing your Legal Technology Spends During Economic Turmoil 11:40am - 12:30am Every department within your organization feels the belt tightening on budgets. With that being said, work still needs to get done and it needs to be done more efficiently. Whether you are in early, mid or late stages of implementation or re-evaluating your current solutions, the economy is having a direct impact on these processes. While all of your current projects have significance, how do you prioritize which initiatives are must-haves those that can be delayed? In this discussion our panel will analyze the technology projects that should be today’s highest priorities. • Generating better efficiencies to alleviate the financial strain • Selecting the right vendors at the right price with better negotiations • Implementation of “complete solutions” - multi-tasking your legal technology James Lehman Partner Nelson Mullins Riley & Scarborough LLP Tuesday, October 6, 2009 Closing Networking Luncheon 12:30am - 1:30am The 2009 Legal Technology Exchange Speaking Faculty will represent the following companies: 10 | 1-866-296-4580 |
  11. 11. Legal Technology Exchange TM October 4 - 6, 2009 | Austin, Texas What Your Participation Includes: Media Partners Thank you to our media partners all of whom have This exclusive event is strictly for senior legal technology a wealth of information for covering legal executives. If you haven’t received an invitation to this event technology issues. Please visit our website and would like to know if you qualify to attend please for more call 212-885-2741, email or fill in an information on these key publications and portals. invitation application online at Participation for qualifiying delegates includes: • 2 nights accommodation at the resort • Access to the secure pre-event website to customize your schedule for the Exchange • Selection of Brain WeavesTM, keynote presentations and conference sessions • Selection of one-to-one business meetings with solution providers • All meals and receptions including dinners and networking functions CLE Accreditation IQPC will seek CLE accreditation in those states requested by registrants which have continuing education requirements. This is subject to the rules, regulations and restrictions dictated by each individual state organization. Application for accreditation of this course or program in all CLE approved states is currently pending. To request CLE credits, please indicate when registering for this event. Call 1-866-296-4580 Email Apply for an invitation online | 1-866-296-4580 | 11