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e-Discovery

  • Strategies for Staying Ahead of Bribery and Corruption Challenges
    Strategies for Staying Ahead of Bribery and Corruption Challenges Kevin Braine and John Arvanitis from Kroll, and Erica Salmon Byrne from Ethisphere Recorded: Apr 19 2017 74 mins
    In this interactive webinar, you will have the opportunity to learn about proven strategies and best practices for solving compliance challenges from our world-leading experts in FCPA, UK Bribery Act, and the growing number of international compliance laws.

    Join in the conversation with Kevin Braine, Joe Spinelli and John Arvanitis from Kroll, and Erica Salmon Byrne from Ethisphere, as they share their insights on the practical implications of the most significant findings in the ABC Report, including the growing concern over third party and reputation risk.

    All participants will receive a digital copy of the ABC Report with statistics helpful for benchmarking their compliance programs.
  • Legal Hold Notifications from CloudNine
    Legal Hold Notifications from CloudNine Brian Kelly, Customer Success Manager, CloudNine Recorded: Apr 18 2017 3 mins
    Legal Hold Notifications from CloudNine empower legal and information professionals by enabling them to quickly and comprehensively develop, send, track, and manage legal hold notices to key custodians with the goal of protecting data integrity for potential or current investigations or litigation.

    Delivered as an advanced, integrated, and automated option in CloudNine’s cloud-based, Software-as-a-Service delivered simplified eDiscovery automation software, Legal Hold Notifications improve the ability of legal and compliance teams to implement legal holds by providing them with an intuitive and secure tool for marshaling the data preservation process to reduce ESI related exposure and risk while increasing data and process defensibility. To learn more about Legal Hold Notifications, visit eDiscovery.co.
  • What Every Attorney Should Know About eDiscovery in 2017 (ACEDS Update)
    What Every Attorney Should Know About eDiscovery in 2017 (ACEDS Update) Doug Austin and Karen DeSouza, Esq. Recorded: Apr 13 2017 64 mins
    UPDATED PRESENTATION (ACEDS - April 13, 2017)

    Managing discovery is more complicated and expensive than ever, with more data and documents to manage, new sources and types of data to consider, and changing Federal and State rules. As an attorney, what do you need to know today to stay on top of it all? This CLE-approved* webcast session will cover key terms, rules, duties, and case law to give you the tools and resources necessary to efficiently and effectively meet the challenging discovery obligations that attorneys will face in 2017.

    Webcast Highlights

    + Key Terms
    + Phases of the EDRM
    + Rules Regarding Electronically Stored Information (ESI)
    + Competency Ethical Duties of Attorneys Regarding eDiscovery
    + Top Ten Important Cases in the Evolution of eDiscovery Best Practices
    + Useful Resources for eDiscovery Continued Education

    Presenters Include:

    
Doug Austin: Doug is the VP of Operations and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing legal technology consulting, technical project management and software development services to numerous commercial and government clients.

    Doug is also the editor of the CloudNine sponsored eDiscovery Daily blog, which has become a trusted resource for eDiscovery news and analysis.

    
Karen DeSouza: Karen is the Director of Review Services, In-House Counsel, and a Professional Services Consultant for CloudNine. Also, Karen helps attorneys with CloudNine's software and Pre-Litigation Consulting Services. Karen is a licensed attorney in Texas and has over 15 years of legal experience. She also has a Bachelor of Science in Legal Studies - American Jurisprudence. Before CloudNine, Karen worked as an E-Discovery Director, Project Manager, and as an Associate at various law firms in Houston area where her primary focus was litigation.

    *Approved for MCLE in TX and FL
  • How will GDPR Impact Incident Response and Data Breach Management?
    How will GDPR Impact Incident Response and Data Breach Management? Rebecca Herold, President, SIMBUS360 and CEO, The Privacy Professor, and Dario Forte, CEO, and Founder of DFLabs Recorded: Apr 12 2017 62 mins
    Prior to May 2018, global companies operating by any means in the EU are required to be compliant with the new General Data Protection Regulations (GDPR). Non-compliance will result in an expensive alternative compounding the situation with fines, penalties, and legal fees.

    Join Rebecca Herold, President, SIMBUS360 and CEO, The Privacy Professor, and Dario Forte, CEO, and Founder of DFLabs an expert on incident response and data breach management.

    This session will cover key GDPR compliances and how they impact Incident Response and Data Breach Management, wrapping up with a Question & Answer.
    • Understand the 1st steps for personal data protection compliance
    • Anonymizing collected data to protect privacy under GDPR requirements
    • Learn how to broaden Cybersecurity Plans with Incident Response Platform
    • Recommended steps for evaluating requirements for a complete Incident Response management plan
  • EDRM at Duke: What's changed, what's next?
    EDRM at Duke: What's changed, what's next? James Waldron, director, EDRM, and George Socha, co-founder, EDRM Recorded: Apr 4 2017 59 mins
    EDRM has been acquired by Duke Law School’s Center for Judicial Studies. How will this new partnership change EDRM? Where is e-discovery headed in 2017, and how will EDRM maintain and amplify its leadership as a resource for insight and educational tools in e-discovery?

    Join us for this webinar to meet the new EDRM team at Duke Law School and hear from Jim Waldron, director, and George Socha, co-founder, on the future of EDRM at Duke, new priority projects, and e-discovery predictions for 2017.
  • Key eDiscovery Trends and Case Law for 2017
    Key eDiscovery Trends and Case Law for 2017 Doug Austin and Julia Romero Peter, Esq. Recorded: Mar 30 2017 72 mins
    2016 was an important year in eDiscovery.  Did you catch all of the important events and developments that occurred over the course of the year?  If you didn’t, here is your chance to catch up!  This webcast will cover key events, trends, and developments that occurred over the course of last year and how they impact those in the eDiscovery community.  Examples of trends being covered are:

    + Evolution of eDiscovery Technology
    + Privacy Trends in the US and Internationally
    + Key Trends in Cybersecurity and Data Breaches
    + Continued Evolution of Artificial Intelligence in the Legal Space
    + What Happens Every Minute on the Internet
    + Proliferation of Rules Regarding Attorney Technical Competence
    + Important Cases in Technology Assisted Review
    + Key 2015 Federal Rules Changes and How They Impacted Case Law
     
    “Doug Austin’s presentation Key Discovery Trends and Case Law in 2016 at the February meeting of Houston Association of Litigation Support Managers was insightful and thought provoking. The overview of relevant 2016 case law clearly demonstrates how the 2015 changes to the FRCP are directly impacting decisions from the bench.”

    Patti Zerwas, Discovery Project Manager | Haynes and Boone LLP

    Presenters Include:
     
    Doug Austin: Doug is the VP of Ops and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing legal technology consulting, technical project management and software development services. Doug is also the editor of the CloudNine sponsored eDiscovery Daily blog.
     
    Julia Romero Peter, Esq.: Julia is General Counsel and VP of Sales with CloudNine. At CloudNine she leads the sales team and has extensive experience in information governance, data discovery and legal discovery. Julia received her J.D. from Rutgers Law School - Newark, and her B.A. in History with a minor in education from Columbia University - Barnard College.
  • Next-Gen Enterprise Cloud Contract Management: A Microsoft Case Study
    Next-Gen Enterprise Cloud Contract Management: A Microsoft Case Study Michel Gahard, General Counsel, Nancy Gillespie, Solution Specialist, Microsoft, Niranjan Umarane, GM Product, Icertis Recorded: Mar 23 2017 59 mins
    Join us for this upcoming live webinar to find out how your Contract Lifecycle Management system could be working harder for you. The webinar details Microsoft’s experience in moving from a ‘patchwork’ of third-party and internal solutions, to a scalable, streamlined solution from Icertis.

    About the speakers and what you will learn:

    Michel Gahard, Associate General Counsel & General Manager, Microsoft

    Hear first-hand from Michel about the challenges Microsoft faced and the solutions and implementation best practices they followed for a successful adoption of a NexGen Contract Management system and how implementing the Icertis Contract Management platform resulted in:

    - Increased contract compliance
    - 60% increase in contract speed
    - About 40% decrease in cost

    Niranjan Umarane, General Manager of Product Management, Icertis

    Niranjan will highlight implementation best practices for a large enterprise-wide initiative and discuss what is so unique about the Icertis Contract Management platform, including:

    - Configurable Business Rules Management for a globally dynamic environment
    - NextGen, easy-to-use interface
    - Quickly get up-and-running in 4-5 months
    - Scalability and flexibility based on the cloud-native architecture
  • Contract Management 2020: Out of the Trenches and Into a New Digital Era
    Contract Management 2020: Out of the Trenches and Into a New Digital Era Pierre Mitchell, Chief Research Officer, Spend Matters and Samir Bodas, CEO of Icertis Recorded: Mar 15 2017 33 mins
    Digital transformation is rapidly changing and improving the way we do business. From IT to business operations, essentially every aspect of every industry is being touched and transformed. Enterprise Contract Management and contract management systems are no exception to this rule, and can be complex with different expectations from Product, Legal, Finance, Procurement and Sales – each with specific needs.

    Join this dynamic discussion with Pierre Mitchell, Chief Research Officer, Spend Matters and Samir Bodas, CEO and Co-Founder, Icertis to learn how you can make sense of it all with the right enterprise software and digital tools to meet and exceed today's demands.
  • Best Practices for Effective eDiscovery Searching
    Best Practices for Effective eDiscovery Searching Doug Austin and Karen DeSouza, Esq. Recorded: Feb 28 2017 63 mins
    With all of the hype about Technology Assisted Review, does keyword search still have a place in eDiscovery? You bet it does – if it is conducted properly. This CLE-approved* webcast session will cover goals for effective searching, what to consider prior to collecting ESI that will be subject to search, mechanisms for culling prior to searching, mechanisms for improving search recall and precision, challenges to effective searching and recommended best practices for searching and validating your search results to ensure effective search results.

    Webcast Highlights

    + Search Fundamentals
    + Considerations Before Searching
    + Mechanisms for Culling Before and After Searching
    + Mechanisms for Improving Recall and Precision
    + Searching Considerations and Challenges
    + Using Sampling for Defensible Searching

    Presenters Include:

    
Doug Austin: Doug is the VP of Operations and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing legal technology consulting, technical project management and software development services to numerous commercial and government clients. Doug is also the editor of the CloudNine sponsored eDiscovery Daily blog.

    
Karen DeSouza: Karen is the Director of Review Services, In-House Counsel, and a Professional Services Consultant for CloudNine. Also, Karen helps attorneys with CloudNine's software and Pre-Litigation Consulting Services. Karen is a licensed attorney in Texas and has over 15 years of legal experience. She also has a Bachelor of Science in Legal Studies - American Jurisprudence. Before CloudNine, Karen worked as an E-Discovery Director, Project Manager, and as an Associate at various law firms in Houston area where her primary focus was litigation.

    * Approved in Selected States (To Be Published Prior To Webcast Delivery)
  • eDiscovery and CloudNine: A Complete Demonstration
    eDiscovery and CloudNine: A Complete Demonstration Doug Austin, VP of Ops and Professional Services, CloudNine Recorded: Feb 24 2017 17 mins
    A complete demonstration of CloudNine's SaaS-delivered eDiscovery automation software by industry expert and author Doug Austin. Used extensively by corporations and law firms to simplify legal discovery in litigation, investigations, and audits, CloudNine provides eDiscovery practitioners with a secure platform that enables the upload, review, and production of documents from a fully integrated and automated fourth-generation eDiscovery platform. For a free trial, visit eDiscovery.co.
  • Utilizing Blockchain in Contract Management - Featuring Gartner Research
    Utilizing Blockchain in Contract Management - Featuring Gartner Research Nigel Montgomery Research Director, Gartner and Monish Darda Co-founder and CTO, Icertis Recorded: Feb 22 2017 31 mins
    Contracts are the backbone of an enterprise. Blockchain technology will have important implications when it comes to contract management. Blockchain is becoming a new area of interest, from governments creating secure databases of land titles to consortiums of leading financial institutions working together to design new distributed ledger technologies.

    It is a brave new world and a lot of conversations are going on. Where will it go? What will the impact be? What will blockchain bring to contract management?

    In this webcast, we’ll answer these questions and more with two of the industry’s leading experts: Gartner Research Director, Nigel Montgomery, and Monish Darda, CTO and co-founder of Icertis.

    In the webcast, Nigel and Monish discuss:

    - The opportunity seen by enterprises, working together, to design new distributed ledger technologies

    - What will be the impact of blockhain related technologies?

    - What will blockchain bring to contract management?

    - What can you do now to prepare?
  • Filtering within CloudNine
    Filtering within CloudNine Brian Kelly, Customer Success Manager, CloudNine Recorded: Feb 8 2017 2 mins
    A short demo of the filtering function within the SaaS-delivered eDiscovery automation software from CloudNine. CloudNine simplifies litigation, investigations, and audits for legal, compliance, and security pros by allowing them to upload, review, and produce documents from one platform within minutes. For a free trial, visit eDiscovery.co.
  • Contract Management Maturity - A Tool, an App or a Platform?
    Contract Management Maturity - A Tool, an App or a Platform? Andrew Bartels, Vice President & Principal Analyst, Forrester Research, Samir Bodas, Co-founder and CEO, Icertis Recorded: Feb 1 2017 61 mins
    It's time to re-evaluate your contract management strategy. Today's digital business world demands the latest contract management software, automation, and integration in the cloud. Contracts are the foundation of commerce touching every department and function across the enterprise. Contract lifecycle management (CLM) systems help firms create, execute and manage the contracts that define their relationships with their customers and suppliers.

    There are a number of options that companies can choose to get the most out of their current and future CLM implementations.

    In this webinar: Icertis CEO Samir Bodas and Andrew Bartels, VP and Principal Analyst at Forrester will discuss the pros and cons of the various approaches to meet your contract-related business goals.
  • Outpost for Relativity from CloudNine
    Outpost for Relativity from CloudNine Brad Jenkins Recorded: Jan 28 2017 9 mins
    Outpost for Relativity from CloudNine is an automated data loading service for Relativity that automatically ingests and loads data into Relativity based on your specified criteria.

    CloudNine’s eDiscovery automation integration provides Relativity users with a tool that accelerates the upload, processing, and ingestion of electronically stored information (ESI). This complementary capability allows Relativity users to immediately ingest ESI directly from their desktops and automatically move ESI into Relativity.

    Learn more about Outpost for Relativity from CloudNine at eDiscovery.co.
  • What Every Attorney Should Know About eDiscovery in 2017
    What Every Attorney Should Know About eDiscovery in 2017 Doug Austin and Karen DeSouza, Esq. Recorded: Jan 25 2017 62 mins
    Managing discovery is more complicated and expensive than ever, with more data and documents to manage, new sources and types of data to consider, and changing Federal and State rules. As an attorney, what do you need to know today to stay on top of it all? This CLE-approved* webcast session will cover key terms, rules, duties, and case law to give you the tools and resources necessary to efficiently and effectively meet the challenging discovery obligations that attorneys will face in 2017.

    Webcast Highlights

    + Key Terms
    + Phases of the EDRM
    + Rules Regarding Electronically Stored Information (ESI)
    + Competency Ethical Duties of Attorneys Regarding eDiscovery
    + Top Ten Important Cases in the Evolution of eDiscovery Best Practices
    + Useful Resources for eDiscovery Continued Education

    Presenters Include:

    
Doug Austin: Doug is the VP of Operations and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing legal technology consulting, technical project management and software development services to numerous commercial and government clients.

    Doug is also the editor of the CloudNine sponsored eDiscovery Daily blog, which has become a trusted resource for eDiscovery news and analysis.

    
Karen DeSouza: Karen is the Director of Review Services, In-House Counsel, and a Professional Services Consultant for CloudNine. Also, Karen helps attorneys with CloudNine's software and Pre-Litigation Consulting Services. Karen is a licensed attorney in Texas and has over 15 years of legal experience. She also has a Bachelor of Science in Legal Studies - American Jurisprudence. Before CloudNine, Karen worked as an E-Discovery Director, Project Manager, and as an Associate at various law firms in Houston area where her primary focus was litigation.

    *Approved for MCLE in TX and FL (and selected states based on approval at time of webcast delivery).
  • Simplified eDiscovery Automation from CloudNine
    Simplified eDiscovery Automation from CloudNine Brian Kelly, Customer Success Manager, CloudNine Recorded: Dec 23 2016 10 mins
    A short demo of SaaS-delivered eDiscovery automation software that simplifies litigation, investigations, and audits for legal, compliance, and security pros by allowing them to upload, review, and produce documents from one platform within minutes. For a free trial, visit eDiscovery.co.
  • Operate with Confidence: Responding to the Changing Risk Environment in LATAM
    Operate with Confidence: Responding to the Changing Risk Environment in LATAM Brian Weihs and Ian Cook with Kroll Investigations and Disputes and John Fanning with Kroll Compliance Recorded: Dec 13 2016 62 mins
    Whether operating in the region or conducting business through third parties, the shifting risk and regulatory landscape in Latin America poses many challenges. With local nuances, a one-size-fits-all approach to compliance and due diligence might do little more than provide a false sense of security.

    Join Kroll's experts as they discuss the changing risk environment in Latin America and the potential implications on your risk mitigation and due diligence programs in the region.

    Agenda:

    - Corruption risks and trends in Latin America

    - Understanding local nuances: What you need to know when conducting business with third parties in the region

    - Best practices for risk mitigation and due diligence

    - Q&A
  • Next Generation Data Breach Response: Preparing Your C-Suite and Board
    Next Generation Data Breach Response: Preparing Your C-Suite and Board King & Spalding, Rite Aid, and Kroll Recorded: Dec 8 2016 58 mins
    In today’s complex and ever-changing security landscape, every C-Suite and Board knows of cyber risk, but what does it really mean to be prepared to respond to a data breach incident? Top executives do not have to become cyber security experts, but they must make sure their organization’s breach response plans and strategies are defined and set. While they will not directly lead technical, legal and notification efforts to address data breaches, they do need to act as internal champions of proper planning and prevention.

    Identifying and closing security gaps, directing communication channels, and developing and regularly testing incident response plans are as important now as managing any other business risk or concern. Therefore, company leadership must take charge and direct their organizations to conduct extensive preparation efforts to mitigate those risks and make certain everyone stands ready to execute against the established procedures and policies when a breach occurs.
    In this webinar, you will hear from experts who have been on the inside and outside of data breach response efforts. You will learn:

    •Why the C-Suite and Board need to champion planning and prevention efforts.
    •How to get Executive buy-in.
    •Ways to build stronger response structures from the top.
    •How to construct response architectures. Who needs to be responsible for what?
    •Cyber Risk – What are the latest threats and what does the C-Suite and Board need to understand?
    •Developing and directing an Incident Response Plan: Where do the C-Suite and Board fit in?
    •Examples our experts have seen – the good and the bad
  • 10 Years Forward and Back – Automation in eDiscovery
    10 Years Forward and Back – Automation in eDiscovery Doug Austin - Vice President of Operations and Professional Services, CloudNine Recorded: Dec 1 2016 89 mins
    This unique E-Discovery Day webinar highlighted the progress of eDiscovery technologies during the last decade and looked forward through the lens of innovation into the next ten years of data discovery. This information-packed session included some of the world’s foremost authorities on eDiscovery who shared their thoughts, considerations, and recommended best practices for the use of Technology-Assisted Review.

    Panelists included moderator Mary Mack (ACEDS), George Socha (BDO), David Horrigan (kCura), Bill Dimm (Hot Neuron), Bill Speros (Speros and Associates) and Doug Austin (CloudNine).
  • Spotlight Asia – Investing in India’s Growth Story
    Spotlight Asia – Investing in India’s Growth Story Reshmi Khurana, Kroll’s Managing Director and Head of South Asia, and Tarun Bhatia, Managing Director at Kroll Recorded: Oct 19 2016 69 mins
    India remains an attractive destination for foreign investors as its economic fundamentals and optimism about its prospects remain strong. From a macroeconomic perspective, India is one of the fastest growing major emerging markets, with recent projections from the International Monetary Fund (IMF) pointing to a fiscal growth of 7.4% versus a 6.6% expansion in China for 2016. Politically, it is more stable than in previous cycles, with the BJP led government initiating a number of reforms and regulatory measures that are instilling economic confidence and raising India’s attractiveness as a destination for FDI. The country’s demographics are equally promising: India is home to 18% of the world’s working-age population (ages 15-64), a growing middle class with increasing purchasing power and a corporate sector that is flexing its muscle domestically and globally.

    Join Kroll’s team as they share the shifting dynamics of investing in India, replete with both risks and rich rewards at every turn. It includes an in-depth commentary by Reshmi Khurana, Kroll’s Managing Director and Head of South Asia, and Tarun Bhatia, Managing Director at Kroll, who will discuss the most urgent risks of cross-border deal-making, offering insights on conducting pre-transactional due diligence on
  • Managed Services – Treat the Cause… Not the Symptoms
    Managed Services – Treat the Cause… Not the Symptoms Stephen Whestone, Brad Harris, Bonnie Kennedy, George Socha, Tom Gelbmann Recorded: Sep 21 2016 60 mins
    EDRM webinar sponsored by Stroz Friedberg

    Successful companies abide by a fundamental business principle: “If you can’t measure it, you can’t manage it.” Lawyers and electronic discovery professionals, however, have been slow to adopt this bedrock tenet, relying instead on more reactive and subjective approaches. As regulatory requirements, data volumes and types, and budget pressures mount, proactively managing litigation portfolios can provide substantial differentiated value. In this webinar, our experts will discuss how pre-defined, comprehensive, and legally defensible managed services programs foster faster identification of responsive and critical information, more efficient and predictable spending, and better litigation outcomes.

    Panelists:
    •Stephen D. Whetstone
    Executive Managing Director & Leader, Electronic Discovery & Disclosure
    Stroz Friedberg

    •Brad Harris
    Vice President of Product Strategy
    Zapproved, Inc.

    •Bonnie Kennedy
    eDiscovery Manager
    Delta Air Lines
  • Considerations for Corporate Legal Managing E-Discovery
    Considerations for Corporate Legal Managing E-Discovery Amy Sellars, Sarah Thompson, George Socha, Tom Gelbmann Recorded: Sep 7 2016 61 mins
    EDRM Webinar sponsored by Zapproved

    Considerations for Corporate Legal Teams Managing E-Discovery in a Changing Tech Environment

    As increasing numbers of corporations move to cloud productivity solutions like Microsoft Office 365, Box, Google Apps, and others, the legal department is tasked with the expanded challenge of managing the complex process of e-discovery in an environment where electronically stored information (ESI) is not only growing at an exponential rate but increasing in complexity due to the emergence of cloud sources.

    This webinar will share considerations that will help in-house corporate legal teams navigate this process and illustrate the opportunities and the risks cloud data brings and effectively manage e-discovery in a complex tech environment.

    Presenters:
    * Amy Sellars, Attorney, Williams Companies
    * Sarah Thompson, Sr. Product Manager, Zapproved, Inc.
  • 9 Habits of Resilient e-Discovery Leaders, sponsored by kCura
    9 Habits of Resilient e-Discovery Leaders, sponsored by kCura Doug Kaminski, Barclay Blair, Brian Stempel, George Socha, Tom Gelbmann Recorded: Aug 25 2016 60 mins
    EDRM webinar sponsored by kCura

    9 Habits of Resilient e-Discovery Leaders

    e-Discovery is one of the most stressful, demanding, and high-stakes experiences that practitioners can go through. What do resilient e-discovery leaders do differently as they face setbacks or chronic adversity? The team will share insights into information leadership gleaned from their research and experience working with lawyers, technologists, and other IG professionals, helping organizations through the e-discovery process.

    Speakers:
    * Barclay T. Blair, Executive Director and Founder, Information Governance Initiative
    * Doug Kaminski, Director, Major Accounts, Enterprise Sales, kCura
    * Brian Stempel, Director Litigation Technology, Kirkland & Ellis LLP

    Moderators:
    George Socha, Co-Founder, EDRM and Managing Director, BDO
    Tom Gelbmann, Co-Founder, EDRM
  • What Does a World-Class Compliance Program for Endowments Look Like?
    What Does a World-Class Compliance Program for Endowments Look Like? Michael Lukasek, CPA, Managing Director, Office of Investments, University of Pennsylvania Recorded: Jul 15 2016 55 mins
    In 2015, charitable donations to colleges and universities reached an all-time high of $40.3 billion. As university endowments seek greater returns in a diverse international marketplace, the challenges from investing in funds in high-risk jurisdictions increase exponentially.

    Join Kroll Associate Managing Director John Arvanitis and guest Michael A. Lukasek, CPA, Managing Director of the University of Pennsylvania’s Office of Investments, to discuss how to build a world-class compliance program for endowments. Participants in this webinar will gain insights into topics including:

    Best practices for vetting and engaging with investments and fund managers in high-risk jurisdictions.
    How to establish protocols in preparation for the compliance requirements of the changing regulatory environment.

    Three reasons why you join us on July 15

    1. Regulatory regimes around the world are evolving and expanding. Higher education endowments must ensure compliance with not only all federal and state laws, but increasingly, foreign regulations as well.
    2. Recently, a number of legislative proposals have been advanced that seek to regulate endowment activity and revoke tax-exempt status, leading to heightened scrutiny of and public visibility into endowments and their activities.
    3. Expanding into high-return but high-risk jurisdictions can also intensify reputational risks to institutions.
  • “Shift Left”- A New Age of eDiscovery – Analytics and ECA
    “Shift Left”- A New Age of eDiscovery – Analytics and ECA Xavier Diokno, Naz Shwayhat, George Socha, Tom Gelbmann Recorded: Jun 30 2016 61 mins
    “Shift Left”- A New Age of eDiscovery – Analytics and ECA

    Sponsored by LexisNexis


    More than 90% of all cases settle prior to trial, and Early Case Assessment (ECA) can allow an organization to estimate risk when deciding whether to prosecute or defend a case. Employing analytics during ECA can reduce costs and enable more informed judgements during the early stages of discovery. In this interactive panel discussion, our team of experts will discuss their experience in employing ECA and the new age of integrating analytics early in the process. The discussion will include:

    · Strategies on performing an ECA risk/benefit analysis;
    · A new way of thinking: employing analytics in ECA?
    · How does technology fit in to the process? We will include a discussion of challenges and lessons learned.
  • How to Evaluate the Security of an E-Discovery Vendor
    How to Evaluate the Security of an E-Discovery Vendor Gavin Manes, Ph.D., CEO, Avansic; Amy Sellars, Assistant General Counsel, Walmart Apr 25 2017 6:00 pm UTC 60 mins
    EDRM recently released the EDRM Security Audit Questionnaire, designed to help corporations and law firms evaluate the security capabilities of cloud providers and third parties offering electronic discovery or managed services. In this webinar, two of the questionnaire’s designers will provide legal, IT, and corporate professionals with practical guidelines for conducting a security audit.

    Presenters will introduce the questionnaire and walk through key benchmarks, weighting, scoring, and best practices for using the questionnaire to evaluate providers. The questionnaire is an Excel-based tool for scoring/assessing the security strengths and weaknesses in any organization. Webinar attendees are encouraged to download and review the Security Audit Questionnaire, available on the EDRM website, prior to the event.

    Speakers will reserve time to answer audience questions about the security audit process. Jim Waldron, director of EDRM, and George Socha, cofounder of EDRM and managing director at BDO, will moderate the session.
  • Best key practices for GDPR and utilizing IncMan™ Incident Response platform
    Best key practices for GDPR and utilizing IncMan™ Incident Response platform Mike Fowler, Vice President, Professional Services and Steve Ditmore, Senior Sales Engineer for DFLabs Apr 26 2017 3:00 pm UTC 60 mins
    The GDPR will apply in all EU member states in May 2018, organizations and businesses that are data owners and/or dealing with data belonging to EU citizens have the responsibility to ensure their processing abides by new data protection law and processors must themselves abide by rules to maintain records of their processing activities. If organizations and businesses are involved in a data breach, they are far more liable under GDPR than they were under the Data Protection Act.

    Complying with the new regulations requires operating to high standards of data security and protection. If suffering a data breach that puts the rights and freedoms of individuals at risk, organizations must notify the people affected and the data protection authority (Information Commissioner's Office (ICO) in the UK) within 72 hours of becoming aware of it. Data breaches occur every day - and the EU have just increased the financial liability and consequences of inadequate security.

    Hear from Mike Fowler, author of the popular white paper: Automation as a Force Multiplier in Cyber Incident Response. Mike will provide insight into how best to leverage automation to provide incident response and reporting consistency for GDPR.

    Steve Ditmore will present IncMan™ – Security Automation and Orchestration features covering:

    •Installation and set-up is measured in hours rather than days or weeks without the need for expensive professional services support.
    •Review steps involved in a mitigating and controlling a data breach.
    •Automation of menial enrichment activities, so incident responders can determine/contain and mitigate breaches more efficiently and effectively.
    •Enhanced visibility creating a layered approach to information gathering.
    •Incident management including response prioritization.
    •How incident and notification workflows are automatically assigned to an incident.
  • Pitfalls and Potholes to Avoid in Your eDiscovery Projects
    Pitfalls and Potholes to Avoid in Your eDiscovery Projects Doug Austin and Karen DeSouza, Esq. Apr 27 2017 5:00 pm UTC 75 mins
    If you’ve conducted discovery for litigation, investigations or audits, you know that “Murphy’s Law” dictates that a number of “pitfalls” and “potholes” could occur that can derail your project. These issues can add considerable cost to your discovery effort through unexpected rework and also cause you to miss important deadlines or even incur the wrath of a judge for not following accepted rules and principles for discovery. This webcast* will discuss some of the most common “pitfalls” and “potholes” that you can encounter during the discovery life cycle and how to address them to keep your discovery project on track.

    Webcast Highlights

    + Avoiding the Mistake in Assuming that Discovery Begins When the Case is Filed
    + How to Proactively Address Inadvertent Privilege Productions
    + Up Front Planning to Reduce Review Costs
    + How to Avoid Getting Stuck with a Bad Production from Opposing Counsel
    + Understanding Your Data to Drive Discovery Decisions
    + Minimizing Potential ESI Spoliation Opportunities
    + Ways to Avoid Potential Data Breaches
    + How to Avoid Processing Mistakes that Can Slow You Down
    + Common Searching Mistakes and How to Avoid Them
    + Techniques to Increase Review Efficiency and Effectiveness
    + Checklist of Items to Ensure a Smooth and Accurate Production

    Presenters Include:

    
Doug Austin: Doug is the VP of Ops and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing consulting, technical project management and software development services to numerous commercial and government clients.

    
Karen DeSouza: Karen is the Director of Review Services and a Professional Services Consultant for CloudNine. Karen is a licensed attorney in Texas and has over 15 years of legal experience. She also has a Bachelor of Science in Legal Studies - American Jurisprudence.

    * Submitted for MCLE in Texas and Florida
  • Privilege: Shifting Sands, Protecting Information in Cross-Border Investigations
    Privilege: Shifting Sands, Protecting Information in Cross-Border Investigations Satindar Dogra (Partner, London) and Adam Lurie (Partner, Washington D.C.), Linklaters LLP May 3 2017 3:00 pm UTC 75 mins
    With cross-border enforcement on the rise, companies must consider what information, if any, to provide to various regulators. But that’s only the start of the challenge. Having decided to provide information, companies must carefully consider how to protect their privileged and otherwise protected information, including information subject to data protection law.

    This GIR Live webinar will break down these challenges as well as looking at various strategies that companies can take to protect that which is privileged or protected when interacting with regulators around the world.

    In the GIR Live style, the webinar will aim to be highly conversational and will include time for a question and answer session with the presenters.

    Issues to be addressed include:
    •How to protect privilege and data privacy during an internal investigation in response to a regulator.
    •How to interact with regulators while preserving privilege and data protection rules.
    • How do legal privileges and data privacy protections vary between key jurisdictions?
    •How does increasing cross-jurisdictional cooperation between regulators impact these considerations?
    •What recent developments should practitioners should be aware of?
  • GDPR vs Trump vs Brexit vs Privacy Shield – how can you protect your data?
    GDPR vs Trump vs Brexit vs Privacy Shield – how can you protect your data? FRA’s co-founders; Toby Duthie, Frances McLeod and Greg Mason May 30 2017 2:30 pm UTC 75 mins
    The state of data privacy – how to stay compliant with data privacy in an ever-changing and increasing regulated time

    With Safe Harbor being invalidated, EU-US Privacy Shield and Swiss-US Privacy Shield (“Shield”) yet to be tested, the outcome of Brexit being unknown, General Data Protection Regulation (“GDPR”) coming into effect next year, and the Trump administration putting a spin on all the above – do you know where your/your clients data currently is hosted and if it is being held in accordance with the various and, at times, conflicting data privacy laws? If the answer is 'no', significant reputation and even financial implications could develop.

    This GIR Live webinar will break down the current regulations and look at various actions companies can take now to remain compliant with data privacy amongst the uncertainty.

    In the GIR Live style, the webinar will aim to be highly conversational and will include time for a question and answer session with the presenters.

    Issues to be addressed include:

    •Data privacy and adequate protection
    •Safe Harbor vs Privacy Shield vs GDPR
    •The Trump effect
    •What you can do now to remain compliant
    •How to manage conflicts of law in a global investigation – practical tips from real life case studies