AGENDA
July 25, 2022
Ritz Carlton- Amelia Island (Florida)
July 24, 2022 (Sunday)
Pre-Retreat
All Day
Fly or drive to Jacksonville, Florida. The Ritz Carlton in Amelia Island is about 30 miles from the airport. Free day to explore Amelia Island. Demo booth set up.
Hotel Address:
4750 Amelia Island Parkway
Amelia Island, Florida 32034 United States
Private Dinners (By Invitation)
6:00PM - 8:30PM
July 25, 2022 (Monday)
Registration & Breakfast
8:15AM - 8:40AM
Registration and Continental Breakfast
Location: Plaza Foyer
Welcome Remarks by Jonathan Rossi
8:40AM - 8:45AM
Retreat Chair & CJK Managing Partner Jonathan Rossi introduces the 2022 East Coast retreat that continues the global tour that will begin at Amelia Island, Ritz Carlton and commence in Tokyo, Japan.
Location: Plaza I
Navigating eDiscovery with Multiple Languages: Risks, Cultural IQ and Quality Control
8:45AM - 9:25AM
As companies become more global, litigators find themselves working with evidence and discovery in multiple languages. 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, and evidentiary hurdles that result. Location: Plaza II
Moderator: Jonathan Hiroshi Rossi, The CJK Group
Panelists:
Robin Stewart, Partner, Founder & Chair, eDiscovery Practice Group, Kutak Rock
Randi Weaver, Director, Enhanced Attorney Services, Epiq
Remu Ogaki, Senior Multi-Lingual Review Services Manager, The CJK Group
Candi Smith, Sr. Technology & eDiscovery Specialist & Legal Operations, Jabil
Colleen Kenney, Partner, Founder & Chair E-Discovery & Data Analytics, Sidley Austin
Exhibit Hall Break
9:25AM - 9:35AM
10-Minute Exhibit Hall Break (Visit w/Exhibitors)
Location: Plaza Foyer
Discovery Risks are Heating Up: How to Avoid Getting Burned
9:35AM - 10:15AM
Exponential increases in data volumes from a widening variety of data source types have intensified the complexity of eDiscovery and the inherent risks. Corporations are increasingly concerned about these data challenges and burgeoning discovery budgets, putting pressure on outside counsel to innovate and adapt. Judges expect practitioners to plot an efficient discovery plan and have turned up the heat with litigants who do not comply. Disputes and sanctions related to inadequate discovery processes continue their meteoric rise, but there are steps you can take to reduce risks and keep your name out of the headlines. Location: Plaza II
Moderator: Mandi Ross, Founder & CEO, Insight Optix
Panelists:
Elliot Nierman
Tatiana Baranova, Attorney, Law Offices of Cornish Law
Craig Barnett, Shareholder, Commercial Litigation, Stearns Weaver Miller
Chad Roberts, eDiscovery Counsel, eDiscovery CoCounsel, pllc
Technology Demo
10:15AM - 10:45AM
Merlin Search Technologies
Insight Optix
Sullivan Strickler
Location: Plaza Foyer
Technology Solution Update from Corporate, Law Firm and Service Provider Perspective
10:45AM - 11:25AM
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. Location: Plaza II
Moderator: William Belt, Managing Partner, CDS
Panelists:
Aleida Lanza, CIO, The Downs Law Group
Ross Parker, Head of Information Governance & Privacy, S&P Global
Kathleen McConnell, Partner, Seyfarth Shaw
Stephanie Clerkin, Director of Litigation Support, Korein Tillery
Exhibit Hall Break
11:25AM - 11:35AM
10-Minute Exhibit Hall Break (Visit w/Exhibitors)
Location: Plaza Foyer
Taking Search to the Next Level
11:35AM - 12:15PM
It has been a decade since Judge Andrew Peck issued the first opinion approving the use of a machine learning algorithm for legal document search. We called that process technology assisted review (aka predictive coding) and initially used it for large scale document review. In the years since, these smart algorithms have found a wider range of uses, from investigations, through ECA, and incoming document review by law firms, corporations and government agencies.
How does this machine learning process work and how effective can it be at finding relevant documents? And what can we expect from the next generation of faster and more flexible smart algorithms? Join us for a look at the next generation of search algorithms which integrate machine learning and keyword techniques to make investigations, early case assessment and document review even more effective and cost efficient. Location: Plaza II
Moderator: John Tredennick, CEO & Founder, Merlin Search Technologies
Panelists:
Alexis Bell, Founder & CEO, Fraud Doctor
Travis Brown, Senior Associate, Shutts & Bowen LLP
Nausha Collins, Senior Partner, The Jacksonville Lawyer
Jessie Torres, Director of eDiscovery & Litigation Support, Berger Singerman
Stephen O'Malley, Senior Managing Director, J.S. Held LLC
Lunch
12:15AM - 1:15PM
Light lunch provided.
Location: Plaza Foyer
Information Governance - Separating the “Junk” from the “Jewels”
1:15PM - 1:55PM
Information Governance starts with knowing your data, where your data is, who has access to data, and what controls are in place. As you go through the exercise you need to identify and clean-up “junk” and protect your “jewels”. This works only if the process is context driven by the data owners and not by IT who doesn’t have a clue what is the purpose of the information that they are trying to govern. Location: Plaza II
Moderator: Morgan Templar, Vice President, Highmark Health
Panelists:
Ron Peppe, Executive Vice President, Shared Services, Canam Steel Corporation
Laura Huff, Client Enterprise Initiatives Consultant, Nelson Mullins
Jeff Bridges, Director, Data Privacy & Security, Illuminate Education
Dean Sapp, VP, Information Security, Risk & Compliance, Filevine
Michael Landau, National Compliance Evangelist, Cloud Data Sense, NetApp
Technology Demo
1:55PM - 2:25PM
Merlin Search Technologies
Insight Optix
Sullivan Strickler
Location: Plaza Foyer
Emoji and eDiscovery - How to Mitigate Risky Business
2:25PM - 3:05PM
The percentage of the connected population utilizing emoji in the workplace has increased from 33% in 2016 to 77% today. More than 26 million custom emoji have been created in Slack and the use of emoji in Teams is universal, revolutionizing the way we communicate. Inevitably these communications are discoverable and require review for relevance and production. This session gives an overview of the challenges and risks associated with emoji (including case law) and provides practical solutions for the problems emoji present. Location: Plaza II
Moderator: Marciann Dunnagan, Senior Director, Trustpoint One
Panelists:
Matt Mahon, Executive Director, Discovery Services, Trustpoint One
Suzanne Clark, Esq., CEDS, Discovery Counsel, Beasley Allen
Exhibit Hall Break
3:05PM - 3:15PM
10-Minute Exhibit Hall Break (Visit w/Exhibitors)
Location: Plaza Foyer
The Time is Now: Building Your Legal Operations Function from The Ground Up
3:15PM - 3:55PM
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-to-day 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? Location: Plaza II
Moderator: Marc Jenkins, Director of NMSource and Of Counsel, Nelson Mullins
Panelists:
Brittany Leonard, General Counsel, Civix
Vanessa Saffold, Legal Operations Manager, LiveRamp
Bill Potter, Vice President- Sales & Marketing, Rampiva,
Eda Rosa, CEO & Founder, Eda Rossa LLC
Exhibit Hall Break
3:55PM - 4:05PM
10-Minute Exhibit Hall Break (Visit w/Exhibitors)
Location: Plaza Foyer
eDiscovery for the Rest of us
4:05PM - 4:45PM
Not all litigated cases are behemoths with terabytes of data to collect, process, review,
and produce. Yet almost all litigated cases involve discovery; and, as we know, in this
age, “discovery” is eDiscovery. How do attorneys, consultants, vendors, and
technologists provide top quality service to clients when the cases are “rabbits” rather
than “elephants”? Location: Plaza II
Moderator: Ron Hedges, Senior Counsel, Dentons
Panelists:
Erica Nantais, Manager, Deloitte
Marcin Krieger, eDiscovery Associate, Reed Smith
Richard Rodney, President, iFi
Gordon Moffat, Director, Litigation Support Services, Pillsbury
Laura Ewing-Pearle, Lead eDiscovery Project Manager, Baker Botts
Jovianna Gonzalez, Managing Partner, Digital Forensics Now