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Legal

  • Webinar Part II: Changes to SBA's Environmental Guidelines
    Webinar Part II: Changes to SBA's Environmental Guidelines James Haberlen Recorded: Oct 19 2017 31 mins
    The updated SOP was released by the SBA last Friday.

    EDR is pleased to host Part II of last week’s webcast where we’ll focus exclusively on changes to the environmental guidelines. This 20-minute webinar is a must attend for anyone originating SBA 504 or 7a loans.
    Version J of SOP 50 10 5 represents the agency’s first update to its environmental guidance since 2014 (when it adopted the revised ASTM Phase I E 1527 standard). EDR’s James Haberlen will provide a timely update on what this round of changes mean to the environmental due diligence required on any loans seeking the SBA’s approval.
  • Are Your Third Party Vendors Exposing Your Organization to Cyber Threats?
    Are Your Third Party Vendors Exposing Your Organization to Cyber Threats? Eric Olson, LookingGlass Vice President of Intelligence Operations and Nick Hayes, Forrester Senior Analyst – Security & Risk Recorded: Oct 18 2017 59 mins
    By now, the majority of us have likely been inundated with stories about third party data breaches and how one vendor’s vulnerability can cost your organization millions. But how do you know if you’re doing enough to stop third party risk?

    As we enter 2018, new U.S. and European cyber regulations are going into effect, and organizations can no longer check the box when it comes to their vendors’ cybersecurity. You are not only liable for knowing where you are most at-risk, but now you must also understand how that risk affects your organization and identify a solution for mitigating that risk.

    This webinar features guest speaker Nick Hayes, Senior Analyst at Forrester and LookingGlass VP of Intelligence Operations Eric Olson. They will delve into the third party risk landscape: our current state of affairs, and where the industry is moving, as well as how you can take a different approach to third party risk prevention, including:
    • How to see where your vendors are already compromised
    • The importance of actionable intelligence for real-time mitigation
    • Why a continuous monitoring solution is the future of third party risk
  • Disruption in Commercial Real Estate Lending: Forces Reshaping the Market
    Disruption in Commercial Real Estate Lending: Forces Reshaping the Market K.C. Conway, MAI, CRE, Economist, Counselor of Real Estate, Evaluation Expert Recorded: Oct 18 2017 48 mins
    Join us as KC Conway, a noted expert in CRE lending, takes us on a “no-squiggly-lines” presentation of the forces disrupting commercial real estate lending. Attendees will get a look at today’s top disruptors, changes in high-growth MSAs and the key market trends that are reshaping the risks of lending on different asset classes. Conway will also look past the headlines about double-digit growth in CRE originations to stratify lending trends for major sources and explore what is restricting growth in some sectors of the market.

    Presenter:
    K.C. Conway, MAI, CRE, Economist, Counselor of Real Estate, Valuation Expert. Conway is a well-respected speaker and author with a history of accurately forecasting commercial real estate trends and changing market conditions across the U.S. He is a nationally recognized Subject Matter Expert on commercial real estate matters with specialized expertise in valuation, ports and logistics, housing economics, bank regulation and real estate finance. He has held progressive roles within the Federal Reserve (CRE Risk Specialty Officer), national brokerage and large bank organizations.
  • 2017 In-House E-Discovery Trends Analysis
    2017 In-House E-Discovery Trends Analysis George Socha (BDO and EDRM), Jim Waldron (EDRM), Joe Mulenex (Exterro) Recorded: Oct 17 2017 62 mins
    The year is almost over, but before we start looking ahead to 2018 it's important to look back and clearly understand how your e-discovery and legal processes stack up against those of your peers. In this upcoming webcast, learn how in-house legal departments are trying to become more productive and reduce legal spend. We'll review new legal research conducted by EDRM/Duke, Exterro and BDO Consulting to examine trends, what's working, and what's not.
  • How to identify the most valuable patents in your portfolio
    How to identify the most valuable patents in your portfolio Dr. Dierk-Oliver Kiehne | InTraCoM GmbH and Ruta Sudmantaite from patsnap.com Recorded: Oct 17 2017 61 mins
    Intellectual property can account for 70% of a company’s value, but how can you be sure that you’re protecting the right patents. Being able to sift through your IP and pick out the gems amongst it can be a challenge, however, with the right strategic mindset, it can be done.

    PatSnap is very excited to welcome back Dr Dierk Oliver Kiehne CEO of leading patent valuation consultancy, InTraCoM GmbH. He’ll be sharing best practises and success stories of others being able to draw out their most valuable assets, and learning when it’s time to let go. This webinar is essential viewing for any innovation leaders who want to get the most value from their intellectual property, and make sure only the best of the best has a place in their portfolio.
  • ACEDS Webcast: On Premise or Off Premise? A Look at eDiscovery Security
    ACEDS Webcast: On Premise or Off Premise? A Look at eDiscovery Security Doug Austin and Tom O'Connor Recorded: Oct 11 2017 61 mins
    Today, when consumers are considering their eDiscovery technology choices, there are more factors to consider than ever. In addition to considering the functionality of the software application, you now also have to consider whether to buy or “rent” the application, how the software is delivered to you and whether it’s required to be within your firewall or can be an off-premises solution. This CLE-approved* webcast session will discuss different on-premise and off-premise eDiscovery solution options and considerations for each. Key topics include:

    + Drivers for eDiscovery Technology Solution Decisions Today
    + eDiscovery Industry Market Trends and Their Relation to General Industry Trends
    + What Law Firms are Saying about the Technology
    + What Industry Analysts are Saying about the Technology
    + The Cloud vs. No Cloud Debate
    + Why Not All Cloud Solutions Are the Same
    + A Comparative Approach to eDiscovery Technology
    + Putting a Face on Solutions and Risks
    + Key Components of an eDiscovery Technology Solution

    Panel Presentation Leader: 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.

    Special Consultant to CloudNine: Tom O'Connor

    Tom O’Connor is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems. Tom’s consulting experience is primarily in complex litigation matters where he has worked on numerous major cases, most recently the BP litigation. He has also been appointed as a technical consultant by various federal and state courts on cases dealing with large amounts of electronic evidence and specializes in negotiating ESI exchange protocols.

    * MCLE Approved in Selected States
  • How to engage senior management in patent strategy and corporate value creation
    How to engage senior management in patent strategy and corporate value creation Anthony Trippe, Managing Director at Patinformatics & Ruta Sudmantaite from patsnap.com Recorded: Oct 11 2017 58 mins
    In many companies the patent department is seen as a cost center, managed by attorneys, and seen as a necessary evil by corporate executives. In truly innovative companies the patent function is seen as a profit center, and is imperative for the delivering maximum shareholder value for the organization. These companies use patent analytics to understand the technology environment they operate in, and make certain that they are taking maximum advantage of the investment they make in research and development and the patenting process.

    These organizations also have highly engaged corporate executives that are actively involved in the development of the company’s patent portfolio. Patent professionals in these organizations use the principles of diversification, and risk management, concepts that are well understood by senior management to bring these critical participants into the development of the company’s patent strategy.

    We will be joined by Anthony Trippe, Managing Director at Patinformatics, who was also recently named as one of the Top 300 IP Strategists by IAM Magazine. He will be sharing examples of how patent analytics can be used to understand technology environments, and competitors will be combined with a discussion on risk and diversification as a framework for building patent portfolios that enable corporate objectives and financial goals.
  • CLIENT UPDATE: SBA Updates Environmental Guidance with New SOP 50 10 5(J)
    CLIENT UPDATE: SBA Updates Environmental Guidance with New SOP 50 10 5(J) James Haberlen, Managing Director, Lender Solutions, EDR Recorded: Oct 10 2017 32 mins
    EDR will share the late-breaking changes to the SBA’s SOP 50 10 5—the agency’s first update to its environmental guidance since 2014 (when it adopted the revised ASTM Phase I E 1527 standard). Speakers will share details on the changes coming out October 1 and effective in January 2018. Don’t miss this timely update on what this round of changes mean to the environmental due diligence required on any loans seeking the agency’s approval. Benefits:
    -what’s changing?
    -latest statistics on SBA lending volumes
    -a primer on SBA’s tiered process for environmental investigations

    Join us for the latest!
  • How Cyber Security affects R&D
    How Cyber Security affects R&D Jeff Middleton | CEO of Lantium | Presented by Jessie Parker at patsnap.com Recorded: Oct 4 2017 30 mins
    The recent global hacks on companies and organisations including Merck, Mondolez International, Rosneft and the NHS have demonstrated that all different types of industries are at risk when it comes to cyber attacks/hacks.
    Most people think about the obvious affects such as consumer data infringement or loss of functionality but what can an attack mean for your R&D department?

    Jeff Middleton, CEO of Lantium, who build bespoke cyber security solutions, will take us through the learning's of recent "Petya" and "WannaCry" attacks, as well as how we can prevent and minimise losses in such instances.

    Topics covered in this webinar:

    - Recent Global Attacks and learning
    - How Cyber attacks affect R&D, M&A and IP
    - What to consider when creating a cyber-safety strategy.

    Essential viewing for anyone that runs a company where data could be at risk.
  • Global Innovation: Tax Relief
    Global Innovation: Tax Relief Antoine Abbatucci | F. Initiatives | Jessie Parker from PatSnap Recorded: Sep 28 2017 41 mins
    Many companies are unaware of the different innovation incentives around the world. Some will go as far as applying for foreign patent protection but never looking into the Tax relief or grants that are available to them.

    In this webinar experts from one of the world’s largest specialist R&D Tax consultancies, F. Initiatives; Thomas Hayden and Antoine Abbatucci will be exploring the different funding options available for innovators across Europe, the US and Asia.
  • Holy ****, The Case is Filed!  What Do I Do Now?
    Holy ****, The Case is Filed! What Do I Do Now? Doug Austin and Tom O'Connor Recorded: Sep 27 2017 66 mins
    The first days after a complaint is filed are critical to managing the eDiscovery requirements of the case efficiently and cost-effectively. With a scheduling order required within 120 days of the complaint and a Rule 26(f) “meet and confer” conference required at least 21 days before that, there’s a lot to do and a short time to do it. Where do you begin? This CLE-approved* webcast will discuss the various issues to consider and decisions to be made to help you meet your discovery obligations in an efficient and proportional manner. Topics include:

    + What You Should Consider Doing before a Case is Even Filed
    + Scoping the Discovery Effort
    + Identifying Employees Likely to Have Potentially Responsive ESI
    + Mapping Data within the Organization
    + Timing and Execution of the Litigation Hold
    + Handling of Inaccessible Data
    + Guidelines for Interviewing Custodians
    + Managing ESI Collection and Chain of Custody
    + Search Considerations and Preparation
    + Handling and Clawback of Privileged and Confidential Materials
    + Determining Required Format(s) for Production
    + Timing of Discovery Deliverables and Phased Discovery
    + Identifying eDiscovery Liaison and 30(b)(6) Witnesses
    + Available Resources and Checklists

    Presentation Leader: 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.

    Special Consultant to CloudNine: Tom O'Connor

    Tom O’Connor is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems. Tom’s consulting experience is primarily in complex litigation matters.

    * MCLE Approved in Selected States
  • How the New Political Climate Is Reshaping Site Redevelopment Opportunities
    How the New Political Climate Is Reshaping Site Redevelopment Opportunities Moderator: Mary Ann Grena Manley, Deputy Editorial Director, EHS Division, Bloomberg BNA Recorded: Sep 21 2017 60 mins
    This timely track will distill the headlines into real-world intel about how the priorities of the U.S. EPA are taking shape in a Trump Presidency. Overmeyer will share the U.S. EPA's latest budget forecast, the recently released regulatory agenda, and likely areas of policy focus for site assessment and cleanup.

    The speakers will highlight what is likely to change, and where bipartisan support remains strong. Outside the Beltway, macro market forces are converging to drive more interest in redeveloping contaminated properties than ever before. Attendees will leave with an understanding of why the U.S. property market is heading into an exciting period of “redevelopment renaissance.”
  • Cross-border e-discovery and data sharing: Asia, E.U. and U.S. perspectives
    Cross-border e-discovery and data sharing: Asia, E.U. and U.S. perspectives Sponsored by Dechert LLP; hosted by Jim Waldron, director of EDRM. Recorded: Sep 19 2017 60 mins
    Join us for a discussion of the E.U. General Data Protection Regulation and the new People’s Republic of China data privacy law and the potential impact on e-discovery in litigation. We'll also discuss how changing technologies in cloud computing might impact preservation and collection in e-discovery, including cross-border data sharing. Presenters include experienced attorneys from Dechert LLP based in the U.S., Asia and the E.U. The session will conclude with a Q&A.

    Moderator: Jim Waldron – Director, EDRM
    Speakers:
    Timothy C. Blank – Partner, Boston
    Hilary Bonaccorsi – Associate, Boston
    Dr. Olaf Fasshauer – National Partner, Munich
    Philip Kwok – Associate, Hong Kong
  • Key eDiscovery Case Law Review for First Half of 2017
    Key eDiscovery Case Law Review for First Half of 2017 Doug Austin and Tom O'Connor Recorded: Sep 13 2017 66 mins
    The best predictor of future behavior is relevant past behavior. Nowhere is that truer than with legal precedents set by past case law decisions, especially when it relates to eDiscovery best practices. This free and CLE-approved* webcast session will cover key case law covered by the eDiscovery Daily Blog during the first half of 2017.

    Presentation Highlights

    + How should objections to production requests be handled?
    + Are you required to produce subpoenaed data stored internationally?
    + Should there be a limit to fees assessed for discovery misconduct?
    + When is data stored by a third party considered to be within your control?
    + Should courts dictate search terms to parties?
    + How can you make an effective proportionality argument to address burdensome requests?
    + Can the requesting party dictate the form of production?
    + Does storing data on a file share site waive privilege?
    + If data is intentionally deleted, should Rule 37(e) apply?
    + Is circumstantial evidence of intentional spoliation good enough to warrant sanctions?
    + Should keyword search be performed before Technology-Assisted Review?

    Webinar Presenters

    Doug Austin: VP of Operations and Professional Services, 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.

    Tom O’Connor: eDiscovery Expert and Special Consultant to CloudNine
    Tom is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems.
  • ASEAN connections: Cross-border M&A
    ASEAN connections: Cross-border M&A Richard Dailly, Managing Director and Head of Southeast Asia, Kroll Recorded: Sep 12 2017 63 mins
    Rich with investment opportunities and positive demographics — a young and dynamic population with growing disposable income and upward mobility — the Association of Southeast Asian Nations (ASEAN) continues to attract international acquirers.

    In 2016, the region recorded 534 M&A transactions valued at US$57.9bn, and Q1 2017 sustained the momentum with 118 deals worth US$14.7bn. This was a year-on-year increase of 8% in value and 7% in volume over the same period in 2016. For foreign inbound M&A, the ASEAN saw 223 deals worth US$23.7bn in 2016, a 10% rise in volume but a 16% drop in value from US$28.1bn (202 deals) in 2015. In 2017, volumes have remained relatively steady while values have shot up, with the first quarter registering as much as 45% of 2016’s annual total.

    Join Kroll's Managing Director and Head of Southeast Asia Richard Dailly as he shares insights on the ways to spot and mitigate risks before entering into cross-border M&A transactions in the ASEAN.
  • Automation as a Force Multiplier in Cyber Incident Response
    Automation as a Force Multiplier in Cyber Incident Response Mike Fowler (CISSP, EnCE), VP of Professional Services at DFLabs Recorded: Sep 6 2017 33 mins
    Four Best Practices to eliminate Security Analyst Alert Fatigue

    Join us in this webinar to learn industry best practices to improve your security analyst’s effectiveness by eliminating Alert Fatigue.

    By 2019, ISACA predicts a shortage of 2 million cyber security professionals. This scarcity of skilled labor and a security alert false positive rate of over 52% means that your security team is overstretched and overwhelmed.

    Security Analysts are subjected to such a volume and frequency of alerts that they become desensitized to the information they are meant to analyze, resulting in critical alerts being disregarded or missed.

    When responding to tens of thousands of security alarms a month, how can you reliably distinguish what's important from what's just a noise in the background?

    Join us in this webinar and learn how you can help your overwhelmed cyber response team to "SOAR" above the noise when responding to incidents. Mike Fowler will present proven best practices to reduce and avoid alert fatigue:

    ● What is “Alert/Alarm Fatigue” and why should you care?
    ● What is the impact of alert fatigue on Security Operations and Incident Response?
    ● How you can cultivate a state of continuous alertness by applying the SOC Analyst Sanity Saver
    ● How to reinforce the front line
    ● How to leverage automation capabilities to act as a Force Multiplier through Incident Automation and Orchestration

    Our webinar presenter, Mike Fowler (CISSP, EnCE), is the Vice President of Professional Services at DFLabs and has over two decades of experience in incident response and forensic investigations.
  • Patents and IP: In-house vs Outsourced Counsel
    Patents and IP: In-house vs Outsourced Counsel Svend Littauer | Founder of Entreprenör | Hosted by Ruta at patsnap.com Recorded: Sep 6 2017 17 mins
    Many companies believe that outsourcing and in-house legal counsel is an either or option, but as many find out later that's definitely not the case. There are specific strengths and weakness to each option whether it comes to knowledge, cost, motive or efficiency.

    Svend Littauer, Founder of Entreprenör, has spent most of his professional career helping companies set up in the UK and advising them on Legal, HR and Tax topics.

    This webinar will explore:

    - Value of In-house and its limitations
    - Pros and Cons of Outsourcing
    - What to look for when hiring in-house?
    - How to find a law firm that's right for your company?
  • IP Innovation & Growth: An Australian Perspective
    IP Innovation & Growth: An Australian Perspective Director General of IP Australia, Patricia Kelly & Ruta Sudmantaite from patsnap.com Recorded: Aug 31 2017 45 mins
    In 2015, the Australian Government commissioned a 12 month public inquiry into Australia’s intellectual property system. The subsequent report in 2016 outlined a number of recommendations, which, if implemented, may require amendments to existing legislation. In this exclusive webinar, Director General of IP Australia, Patricia Kelly, will explore the Australia Government’s response to the report, and its implications for the future of intellectual property in Australia.

    Patricia will also share insights on:
    • IP Australia’s role in shaping the effectiveness of this reform
    • How this will impacted Australia’s IP and Innovation landscape
    • How IP Australia supports Aussie innovation
  • On Premise or Off Premise? A Look at Security Approaches to eDiscovery
    On Premise or Off Premise? A Look at Security Approaches to eDiscovery Doug Austin and Tom O'Connor Recorded: Aug 30 2017 61 mins
    Today, when consumers are considering their eDiscovery technology choices, there are more factors to consider than ever. In addition to considering the functionality of the software application, you now also have to consider whether to buy or “rent” the application, how the software is delivered to you and whether it’s required to be within your firewall or can be an off-premises solution. This CLE-approved* webcast session will discuss different on-premise and off-premise eDiscovery solution options and considerations for each. Key topics include:

    + Drivers for eDiscovery Technology Solution Decisions Today
    + eDiscovery Industry Market Trends and Their Relation to General Industry Trends
    + What Law Firms are Saying about the Technology
    + What Industry Analysts are Saying about the Technology
    + The Cloud vs. No Cloud Debate
    + Why Not All Cloud Solutions Are the Same
    + A Comparative Approach to eDiscovery Technology
    + Putting a Face on Solutions and Risks
    + Key Components of an eDiscovery Technology Solution

    Panel Presentation Leader: 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.

    Special Consultant to CloudNine: Tom O'Connor

    Tom O’Connor is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems. Tom’s consulting experience is primarily in complex litigation matters where he has worked on numerous major cases, most recently the BP litigation. He has also been appointed as a technical consultant by various federal and state courts on cases dealing with large amounts of electronic evidence and specializes in negotiating ESI exchange protocols.

    * MCLE Approved in Selected States
  • Innovation Strategy: How to hire the best R&D Talent
    Innovation Strategy: How to hire the best R&D Talent Cliff Emmons Founder of Accelerated Healthcare Innovations | Hosted by Ruta at PatSnap Recorded: Aug 30 2017 49 mins
    R&D success is dependent on many factors – the idea, the market opportunity, the technology readiness, and your company’s ability to deliver on the strategy.

    And at the heart of all these things is the R&D team. Different skill-sets and personalities are better suited to different types of innovation, and world-class innovation teams can find ways to make even the most challenging projects succeed.


    Join Cliff Emmons Former VP of R&D at Medronics and Founder of Accelerated Healthcare Innovations, LLC to learn:

    - The role that team structure plays in R&D success
    - How R&D leaders can build teams to fit their innovation strategy
    - What strategies the world’s most innovative companies use to build R&D A-teams
  • Why the stage-gate process is killing your innovation strategy?
    Why the stage-gate process is killing your innovation strategy? Presented by Robert Weidner MD of DMInc | Hosted by Ruta at patsnap.com Recorded: Aug 23 2017 38 mins
    The stage-gate process is as ubiquitous in R&D as doors are in the real-world. But, like doors, stage-gate processes aren't always the best solution for filling a gap. They can be overly elaborate (leading to slowness), fixated on pruning rather optimising (leading to negativity), and lacking in flexibility (leading to missed opportunities).

    Join our webinar as we explore:

    - The shortcomings of the stage-gate process
    - Potential alternatives that could drive more efficiency and productivity

    This webinar is essential viewing for any innovation leaders who are looking to take their innovation strategy out of its comfort zone and to the next level.
  • Align your innovation data with your target molecule
    Align your innovation data with your target molecule Chemist and IP expert Andy Lai Recorded: Aug 22 2017 33 mins
    Innovation in chemistry is required in all sectors of industry, whether it be in pharmaceuticals, material science, or indeed any other branch of science. These innovations are the foundation of our modern society and lead the way for businesses to progress - and help the world to progress.
    Chemical by PatSnap seamlessly links chemical structure searches to intellectual property data, enabling you to effortlessly discover chemical structures linked to the most relevant of patents, no matter how they’re described or written.

    In this webinar, we’ll be joined by Chemist and IP expert Andy Lai as he demonstrates how you can validate your target chemicals performance against 114 million structures, from over 100 patent jurisdictions.

    Some other topics that will be discussed include:

    - How to utilize the similar search function to discover structures very close to yours
    - How the Chemscape can highlight opportunities for licensing and collaboration
    - Discover what the good chemical performance indicators look like
  • Patentability: A guide to a powerful search
    Patentability: A guide to a powerful search Dr. D’vorah Graeser, Founder of KISSPatent Oct 25 2017 3:00 pm UTC 60 mins
    One of the most frustrating things for any innovation leader is their team coming up with innovative and exciting ideas only to realise they cannot be patented.

    Wouldn’t it be better if you could understand what you can and cannot patent much earlier? It would reduce the time wasted on ideation and increase the focus at the early stages of development, because you would have a better understanding of what can be achieved.

    In this webinar, PatSnap will be joined by Dr. D’vorah Graeser, Founder of KISSPatent and US patent agent with over 21 years of experience helping entrepreneurs around the world bring their ideas to life.

    Some key topics we will be covering include:

    - Identifying the differences between freedom to operate and patentability searches
    - What is prior art, and how to get the most from this functionality
    - Real use cases of successful patentability
  • Lessons Learned from Recent eDiscovery Disasters
    Lessons Learned from Recent eDiscovery Disasters Doug Austin and Tom O'Connor Oct 25 2017 5:00 pm UTC 75 mins
    The recent eDiscovery failures at Wells Fargo and at the Department of Justice show that eDiscovery mistakes and failures happen even at the largest corporations and government agencies. This CLE-approved* webcast will discuss the various issues that occurred in these high-profile cases and what to do to avoid them in your own cases. Topics include:

    + Attorney Duty of Competence
    + Managing Communications: Attorney Responsibilities
    + Managing Communications: Vendor Responsibilities
    + Recommended Workflows for Tracking Review
    + Common Redaction Mistakes and How to Avoid Them
    + Checking for Personally Identifiable Information (PII)
    + Key Takeaways for Better eDiscovery Project Management

    Presentation Leader: 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.

    Special Consultant to CloudNine: Tom O'Connor

    Tom O’Connor is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems. Tom’s consulting experience is primarily in complex litigation matters.

    * MCLE Approved in Selected States
  • Open Source Software: IP risk and strategies to manage
    Open Source Software: IP risk and strategies to manage Martin Callinan from Source Code Control Nov 1 2017 4:00 pm UTC 60 mins
    Open Source Software is now broadly used in the development of software applications. The ability to reuse components of code already created allows development teams to create more code, with more functionality, faster. It also promotes the adoption of standards and makes applications more interoperable.

    With the increasing adoption of open source software in software development there is an increasing need for organisations to understand free and open source software licensing obligations and compliance issues.

    PatSnap will be joined by Martin Callinan, Founder of Source Code Control. Martin has over 20 years’ experience providing organisations with strategies to manage business risks associated with open source software such as IP compliance, security vulnerability management and procurement. He is actively involved in the open source software industry to help create best practices and industry standards for the adoption and management of open source based software through organisations such as TechUK and OpenUK.
  • What’s Your Growth Strategy for 2018?
    What’s Your Growth Strategy for 2018? Al Spiers, Founder and CEO, 2020 Environmental Group Nov 1 2017 5:00 pm UTC 45 mins
    Business conditions for the environmental industry are currently strong, particularly in infrastructure, transportation and commercial development markets. Still, forecasters are predicting the market will begin to experience recessionary conditions in the next 18-24 months. What’s your strategic plan? Are you positioned to benefit from any market changes, and what will be the opportunities and challenges?

    Join us for this timely webinar and come away armed with the tips you need to position your firm for growth. Al Spiers, 2020 Environmental Group Founder and CEO, will give attendees proven strategies for developing an effective strategic growth plan. Topics will include: what markets are hot and not; strategic growth plans for expanding into new markets and geographies; improving key performance metrics to support investment strategies; and opportunities for using M&A as a growth strategy. This includes companies that may be considering selling and merging with a new, larger strategic partner.
  • Patent Monetisation: Markets, Litigation and Legislation
    Patent Monetisation: Markets, Litigation and Legislation David Pridham and Brad Sheafe from Dominion Harbor and Jessie Parker from PatSnap Nov 8 2017 4:00 pm UTC 60 mins
    David Pridham, Chief Executive Officer and Brad Sheafe, Chief Intellectual Property Officer of Dominion Harbor will be taking us through their recent acquisition of the Kodak Patent Portfolio and the steps they are taking to monetise over 4000 patents.

    Unfortunately patent monetisation isn't as simple as selling or licensing, it depends heavily on the other players in the market, where the market is moving and also the litigation and future legislation when it comes to that particular technology.

    This webinar will cover:

    - The analytical approach (using technology to help assess the opportunity)
    - The go-to-market strategy development
    - How to present this strategy to potential buyers without being exposed to litigation risks
    - Building global partnerships to maximise the monetisation potential of the portfolio in a heterogeneous, world-wide marketplace
    - Managing prosecution, maintenance, divestiture and abandonment
  • Patenting Human Experiences
    Patenting Human Experiences Jason Lye | Lyco Works and Ruta Sudmantaite from PatSnap Nov 15 2017 4:00 pm UTC 60 mins
    Is it possible to patent protect human experiences induced by a product or service, and
    that there are lots of examples in the patent literature, including visual sensations, auditory, and tactile experiences?

    Patenting the human experience can add another layer of protection to your new product or service and can it raise the bar from a technological point of view making it harder for your competitors to follow you.

    Jason Lye (IAM 300 Strategist) and Founder of Lyco Works will be exploring these ideas in an upcoming webinar.
  • Key E-Discovery GDPR Considerations: Advice from Across the Pond
    Key E-Discovery GDPR Considerations: Advice from Across the Pond Sr. Master Steven Whitaker (Ret.) (Queen’s Bench Division); Ralf Sauer (Head - International Data Protection, EU Commission) Dec 1 2017 3:00 pm UTC 45 mins
    With only six months to coming into force, legal teams are left with serious GDPR questions in relation to US e-discovery activities. In this webcast our European panel, former Senior Master of the Queen's Bench Division, Steven Whitaker and Head of the International Sector Data Protection Unit at the European Commission, Ralf Sauer, will use a question and answer session to try to provide some guidance and advice on how to interpret the GDPR and stay compliant when this new Regulation becomes law.
  • “Real” E-Discovery News: Reporters Recap Top E-Discovery Storylines from 2017
    “Real” E-Discovery News: Reporters Recap Top E-Discovery Storylines from 2017 Joe Patrice (Editor, Above the Law); Zach Warren (Editor-in-Chief, Legaltech News); Ethan Bowers (Managing Editor, Bloomberg) Dec 1 2017 4:00 pm UTC 60 mins
    Blockchain? Legal project management? Artificial intelligence? GDRP? In this roundtable discussion, three e-discovery reporters will share what they are seeing as the big e-discovery stories from 2017 and how legal teams are responding.
  • Murphy’s eDiscovery Law: How to Keep What Could Go Wrong From Going Wrong
    Murphy’s eDiscovery Law: How to Keep What Could Go Wrong From Going Wrong Doug Austin and Tom O'Connor Dec 1 2017 6:00 pm UTC 75 mins
    As data complexity, discovery costs, and regulatory challenges increase in volume and impact, the pulse rate of publicly highlighted eDiscovery mistakes continues to build. While these mistakes are unfortunate for those who experienced them, they can be beneficial to the rest of us in highlighting mistakes you can avoid in your own cases. During this free, one-hour, CLE* presentation, eDiscovery experts Doug Austin and Tom O'Connor will discuss examples of recent eDiscovery disasters and highlight the common characteristics of those disasters and what can be done to avoid them in your own cases. Topics include but are not limited to:

    + Attorney Duty of Competence
    + 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
    + How to Avoid Processing Mistakes that Can Slow You Down
    + Common Searching and Redaction Mistakes and How to Avoid Them
    + Checklist of Items to Ensure a Smooth and Accurate Production
    + Managing Communications: Attorney and Vendor Responsibilities

    Presentation Leader: 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.

    Special Consultant to CloudNine: Tom O'Connor

    Tom O’Connor is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems. Tom’s consulting experience is primarily in complex litigation matters.

    * MCLE Approved in Selected States
  • Updating Your E-Discovery Toolkit: Experts Discuss
    Updating Your E-Discovery Toolkit: Experts Discuss Craig Ball (Craig D. Ball PC); Ralph Losey (Jackson Lewis); Maura Grossman (University of Waterloo); George Socha (BDO) Dec 1 2017 9:00 pm UTC 60 mins
    There’s a lot of noise out there when it comes to what’s hot or new in e-discovery technology. In this roundtable discussion, four e-discovery technology thought leaders will cut through the noise and identify what new e-discovery technology you should be paying attention to in 2018.
  • Top 5 E-Discovery Process Improvements Legal Needs to Make (but haven’t made)
    Top 5 E-Discovery Process Improvements Legal Needs to Make (but haven’t made) William Hamilton (Director, UF Law); Hon. John Facciola (Ret.) (US Magistrate Judge, D.C.); Mary Mack (Director, ACEDS) Dec 1 2017 10:30 pm UTC 60 mins
    Process improvements stem from two areas: education and lessons learned from on the job experience. In this roundtable discussion, learn from three e-discovery experts, who are not only e-discovery teachers but also have navigated complex e-discovery projects, on what 5 e-discovery process improvements legal teams must make to start seeing real results.
  • Biometrics: How long before retina scanning on public transport?
    Biometrics: How long before retina scanning on public transport? Niosha Kayhani | Cubics and Ruta Sudmantaite from PatSnap Dec 6 2017 4:00 pm UTC 60 mins
    Biometrics has slowly become more and more present in our everyday lives. We no longer bat an eyelid when our phones require us to use a finger print for a payment or even when its how you get into your gym. So whats the next step?

    Cubic, who are the people behind the payment technology of the London Transport System, have devised a system that can double the “throughput” of an entrance—from 25 people crossing a gate’s threshold per minute, to about 50 or 60. This idea could mean that we would no longer have gates at tube stations across London and instead your phone in combination with your face.

    Niosha Kayhani of Cubic will be taking us through the development of this Technology and also the growing uses and industry that is Biometrics.
  • Hit F5: Does Your Risk Management Policy Need to be Refreshed?
    Hit F5: Does Your Risk Management Policy Need to be Refreshed? K.C. Conway, MAI, CRE, Economist, Counselor of Real Estate, Valuation Expert Dec 6 2017 6:00 pm UTC 60 mins
    This expert panel will take a candid look at the importance of robust risk management at this stage of the market cycle. Looking back, there have been important milestones in the evolution of risk management from the early days of “Phase I or no Phase I?” decisions based solely on loan size. Other areas—like the alignment of the appraisal function and environmental risk management function—are still evolving. As the market enters a phases of moderating property values, lenders should be turning a close eye on their risk management practices. The impact an environmental issue may have on a property’s value is more significant as prices decline. Risk managers who are being challenged to make a case for tighter underwriting will learn valuable ammo for explaining why ERM is more important than ever. Attendees will also learn more about the future direction of regulatory guidance to better reflect budding industry best practices.

    Moderator:
    K.C. Conway, MAI, CRE, Economist, Counselor of Real Estate, Valuation Expert
    Speakers:
    Michael Pereira, CHMM, VP – Environmental Risk Officer, Umpqua Bank
    Michael Kulka, Founder and CEO, PM Environmental, Inc.
    Duane Beck, Enterprise Accounts Director, Lender Solutions, EDR
  • PatSnap Roadmap 2018
    PatSnap Roadmap 2018 Imogen Rowe | Product Manager and Jarrod Britton | Head of Product Support at PatSnap Dec 13 2017 4:00 pm UTC 60 mins
    This webinar is for customers and clients interesting in seeing what we have planned for 2018 in terms of our services, platform features and other offerings.

    This webinar will include:

    - Upcoming Features
    - PatSnap Academy
    - Project-based Customer enquiries