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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

www.merlin.tech/

Insight Optix

insightoptix.com

Sullivan Strickler

sullivanstrickler.com

 

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

www.merlin.tech/

Insight Optix

insightoptix.com

Sullivan Strickler

sullivanstrickler.com

 

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

Media & Corporate Partners

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