AGENDA
MAY 22-23, 2023
Monterey Plaza Hotel & Spa (California)
May 22, 2023 (Monday)
Pre-Retreat
All Day
Fly or drive to Monterey, California. Monterey Regional airport is 10-15 minutes from conference hotel. For those flying into San Jose or coming from Silicon Valley area, the drive will be about 1 hour 20 minutes. Wine tastings and dinners scheduled on Monday. Demo booth set up.
Hotel Address:
400 Cannery Row, Monterey, CA 93940
Private Dinners & Wine Tasting (By Invitation)
2:00PM - 8:30PM
Exclusive shuttles will be provided taking guests to and from hotel to vineyard and dinner.
May 23, 2023 (Tuesday)
Registration
8:00AM - 8:25AM
Registration, Exhibit Setup and Continental Breakfast
Location: Plaza Foyer
Welcome Remarks by Jonathan Rossi & Vivienne Saya
8:25AM - 8:30AM
Introductory remarks provided by Vivienne Saya. She will introduce the Retreat Chair & CJK Managing Partner Jonathan Rossi. This retreat kicks off the second CJK retreat in a 6-city tour that began in Tokyo earlier this year. The Monterey retreat is the first US-based retreat for the 2023 season.
Location: CARMEL 1
Information Governance: Is Your Data an Asset or a Liability?
8:30AM - 9:20AM
Data has been labeled the new oil. However, unlike oil, data is used instantly to derive revenue, copied and transported in microseconds around the globe, and stored indefinitely. Data has fundamentally changed how businesses operate, but information management has been siloed under dated IT personnel, systems, and controls for far too long.
Proper corporate governance now requires data treatment just like other assets and liabilities. This necessitates a top-down approach to provide accountability and transparency about your information, the volume, who has access to it, and its retention.
This session will provide proven approaches to aligning data governance with other corporate governance functions. Experts on this panel will demonstrate proven methods, frameworks, and processes to manage information beyond traditional data mapping exercises. They will explain how to create business context with data to justify the risk and rewards before and after a data breach, discovery request, or regulatory inquiry.
Sponsor: NVISNx
Moderator: Glen Day, CEO at NVISNx
Panelist: Morgan Templar, CEO at First CDO Partners
Panelist: Jim Barrick, eDiscovery and Investigations Consultant at Cohesity
Panelist: Aleida Lanza, Paralegal at Whitfield Coleman Montoya
Panelist: Gagan Sarawgi, Founder & Director of Product Management at NVISNx
Panelist: Douglas Brush, ESI Special Master and Data Governance Expert at Accel Consulting LLC
Panelist: Dan Everett, Owner at Insightful Research LLC
Location: CARMEL 1
Exhibit Hall Break (Visit w/Exhibitors)
9:20AM - 9:35AM
15-Minute Exhibit Hall Break (Visit w/Exhibitors)
Location: Fairway Hospitality
ChatGPT, Multiple Languages & E-Discovery: Risks, Cultural IQ and Quality Control
9:35AM - 10:25AM
As companies become more global, litigators find themselves working with evidence and discovery in multiple languages, including new technologies that leverage large language models (LLM) such as ChatGPT. This panel will discuss the challenges and pitfalls associated with reviewing, handling, and assessing discovery documents comprised of multiple languages, and provide strategies for addressing the technological, cultural, ethical and evidentiary hurdles that result.
Moderator: Jonathan Rossi, Managing Partner & Founder, The CJK Group
Panelist: D. Bryant Isbell, Managing Director, Global eDiscovery & Data Advisory, Baker McKenzie
Panelist: Jim Barrick, eDiscovery and Investigations Consultant, Cohesity
Panelist: Jessica Averitt, Partner, Baker & McKenzie
Panelist: Remu Ogaki, Sr. Project Manager, The CJK Group
Panelist: Brandon Carney, Founder and CEO at Divergent Language Solutions
Location: CARMEL 1
15-Minute Exhibit Hall Break (Visit w/Exhibitors)
10:25AM - 10:40AM
15-Minute Exhibit Hall Break (Visit w/Exhibitors)
Location: Fairway Hospitality
Technology Solution Update from Corporate, Law Firm and Service Provider Perspective
10:40AM - 11:30AM
Technology Solution Update from Corporate, Law Firm and Service Provider Perspective
eDiscovery and information governance is directly impacted by the technologies available to teams that need them. Technology has come a long way, but it still poses challenges. This panel will talk about current challenges (e.g. mobile devices and BYOD) and technologies like Office 365 are both solving problems and creating new ones.
Sponsor: Complete Discovery Source
Moderator: William Wallace Belt Jr., Managing Director at Complete Discovery Source
Panelist: D. Bryant Isbell, Managing Director, Global eDiscovery & Data Advisory at Baker McKenzie
Panelist: Lijay Shih, VP of Technology at Wells Fargo
Panelist: Julie Lewis, President & CEO at Digital Mountain, Inc.
Panelist: John Breen, Partner at Lewis Brisbois
Panelist: Christopher Costello, Partner at Kirkland & Ellis
Location: CARMEL 1
15-Minute Exhibit Hall Break (Visit w/Exhibitors)
11:30AM - 11:45AM
15-Minute Exhibit Hall Break (Visit w/Exhibitors)
Location: Fairway Hospitality
Understanding eDiscovery - How to Get it Right the First Time!
11:45AM - 12:35PM
Understanding eDiscovery - How to Get it Right the First Time!
This panel discussion will focus on eDiscovery from the onset of litigation from a usable and practical standpoint. The panel will address how to mitigate initial eDiscovery costs, potentially avoid unnecessary motion practice over discovery disputes and help you understand what type of data you really need to review.
Sponsor: TackleAI
Moderator: Tom Spaulding, Vice President of Tech Sales at TackleAI
Panelist: Mark Griffin, Staff Attorney at Munger, Tolles & Olson
Panelist: Jessie Torres, Director of eDiscovery & Litigation Support at Berger Singerman
Panelist: Robin E. Perkins, Partner at Kutak Rock
Panelist: Alexis Hayman, Legal Consultant
Panelist: Patrick Kennedy, Partner at Paradigm Electronic Solutions
Panelist: John Del Piero, Vice President at Lighthouse
Location: CARMEL 1
Lunch
12:35PM - 1:35PM
Lunch will be provided. We urge you to sit down with somebody you don't know and network.
Location: South Promenade
The Time is Now: Building Your Legal Operations Function From the Ground Up
1:35PM - 2:25PM
More is being asked of the modern day corporate legal department than ever before. General Counsel are required to function like a business within a business, optimizing people, processes, and technology to serve the company effectively and efficiently. Legal operations excellence is no longer an option; it must be top of mind. Whether you’re in a startup or in a mature organization, building a sophisticated legal operations program from scratch can be a daunting task. It takes time away from day-today legal duties and requires a heavy focus on business principles. To get it off the ground, many questions must be considered: Why is it necessary? How do you sell it? When should you start? Who do you hire? How do you determine budget? What should you build and buy? How do you manage change and measure performance?
Sponsor: MJD Consulting
Moderator: Michael Donovan, Legal Operations and In-House Counsel Consultant at MJD Consulting
Panelist: Paul Wright, Senior Director of eDiscovery Technology Services at D1 Legal Solutions
Panelist: Richard Rodney, President at iFi, LLC
Panelist: Cassandra Coey, IP Paralegal / Legal Assistant at Pivot Bio
Panelist: Glen Day, CEO at NVISNx
Location: CARMEL 1
Media & Corporate Partners
