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Legal

  • PatSnap Roadmap 2018
    PatSnap Roadmap 2018 Imogen Rowe | Product Manager and Jarrod Britton | Head of Product Support at PatSnap Recorded: Dec 13 2017 38 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
  • 2017 eDiscovery Case Law Review: Sanctions, Security and SCOTUS on Spoliation
    2017 eDiscovery Case Law Review: Sanctions, Security and SCOTUS on Spoliation Judge Frank Maas, Attorney Michael Simon and More Recorded: Dec 7 2017 63 mins
    In modern legal practice, the difference between success and failure often boils down to the ability to navigate and make sense of data. To that end, the legal profession in 2017 was largely shaped by major developments in data and legal technology, from the way in which discovery sanctions were adjudicated to news-making data breaches, such as the so-called “Paradise Papers,” where the hacking of a major law firm exposed illicit tax-sheltering practices of many of the firm’s clients. Over the course of a tumultuous year, legal professionals confronted the specter of cybercrime, a shifting of judicial views on how (and how hard) evidentiary penalties should be imposed, and the fact that the demise of a client’s case -- or a fruitful career -- can arise from a simple failure to understand how modern tech works. The Supreme Court, in the high-profile Goodyear decision, even got in on the action.

    Join a panel of experts, including federal judges, as we glean practical guidance from the most important cases and developments of 2017.

    Cases reviewed include:

    Goodyear Tire & Rubber Co. v. Haeger, No. 15-1406 (U.S. Apr. 18, 2017): When does a court’s inherent power to sanction cross the line?

    Ronnie Van Zant, Inc. v. Pyle, 2017 U.S. Dist. LEXIS 138039 (S.D.N.Y. Aug. 28, 2017): Non-party sanctioned under Rule 37(e) for loss of cell phone information.

    Harleysville Insurance Co. v. Holding Funeral Home, Inc., No. 1:15cv00057 (W.D. Va. Oct. 2, 2017): Should privilege be waived due to inappropriate use of a file-sharing site?

    N.M. Oncology & Hematology Consultants v. Presbyterian Healthcare Servs., 2017 U.S. Dist. LEXIS 130959 (D.N.M. Aug. 16, 2017): Should sanctions be levied for giving employees discretion to preserve emails?

    Bailey v. Brookdale University Hospital Medical Center, No. CV 16-2195(ADS)(AKT), 2017 WL 2616957 (E.D.N.Y. June 16, 2017): Expensive discovery persuades court to split costs, and penalize counsel, in light of lopsided ESI agreement.
  • 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 Recorded: Dec 6 2017 63 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.
    Andy Amarone, Manager of Client Services, EDR Lender Solutions
  • Evolution and Adoption of Biometrics
    Evolution and Adoption of Biometrics Niosha Kayhani | Cubics and Ruta Sudmantaite from PatSnap Recorded: Dec 6 2017 41 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.
  • Creating an Information Governance Roadmap
    Creating an Information Governance Roadmap Mark Diamond, CEO, Contoural Recorded: Dec 1 2017 54 mins
    A well-designed Information Governance roadmap with appropriate milestones and metrics can drive a successful program forward. Join this webcast to learn more about:
    • Key elements for launching an Information Governance Program
    • How to incorporate these elements to meet your organization’s specific needs
    • Creating a team to help you launch your program
  • 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 Recorded: Dec 1 2017 67 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
  • Creating an In-House Discovery Response Plan
    Creating an In-House Discovery Response Plan Tom Mighell, Esq., VP of Delivery Services, Contoural Recorded: Dec 1 2017 59 mins
    Like most companies, you probably have a process for responding to discovery requests in litigation or regulatory matters. But is that process documented? If the staff in charge of discovery left today, or if that big class action finally hit, would you be prepared? Sometimes, having a consistent, repeatable process in place can help to protect you from surprise, sanction, or high discovery costs - especially if your company has a low litigation profile.

    This webcast will cover:
    • How to create a discovery response plan, no matter your company size
    • Understanding how good information governance practices can improve your litigation readiness
    • Best practices for legal holds
    • The role technology plays in eDiscovery, whether you should invest in it, or use outsourced technology services
    • eDiscovery when your company stores records in the cloud
  • Is It Time for Your Retention Schedule to Grow Up and Become Something Useful?
    Is It Time for Your Retention Schedule to Grow Up and Become Something Useful? Mark Diamond, CEO, Contoural Recorded: Dec 1 2017 51 mins
    We don’t usually think of records retention schedules as exciting, but they happen to be one of the most important pieces of your e-discovery and information governance foundations. Many organizations consider records retention as something that they have to do, but feel handcuffed because they have no way of enforcing a policy.

    Join this webcast to learn more about:
    • Creating a modern, compliant and useful records retention schedule
    • Applying a schedule to reduce risks and costs in future discovery
    • Addressing both legal and regulatory requirements as well as business needs
  • In-house or Outsourced Security Operations Center?
    In-house or Outsourced Security Operations Center? Oliver Rochford, VP of Security Evangelism - DFLabs, Sebastian Hess, AIG Cyber Risk Executive for Germany/Austria/Switzerland Recorded: Nov 27 2017 34 mins
    The need to have a Security Operations Center (SOC) is becoming increasingly evident with each passing day, with data breaches being a common occurrence for many organizations around the globe. But, when organizations start thinking about setting up a SOC, they face a big dilemma - whether to build one in-house, or go with an outsourced or managed services model.

    This webinar offers a deeper look into the factors that should play a role in deciding which option is a better fit for organizations, based on their needs and the resources at their disposal.

    Key takeaways:
    - A SOC must strike a proper balance between people, processes and technology
    - People are the key to any SOC, but are scarce due to a skills shortage
    - The right technologies are a key enabler for any SOC, but can often also be remotely delivered
    - Getting processes right in an outsourced SOC model can be challenging, but the unavailability of skilled resources may be the bigger challenge

    Join us on this webinar as we try to answer the question of how best to handle your security needs, by explaining the pros and cons of both an in-house SOC and an outsourced one, so you can make an informed decision that would be best suited for your organization.
  • Patents: Sell, License or Scrap
    Patents: Sell, License or Scrap Duncan Clark at PatSnap Recorded: Nov 23 2017 53 mins
    A well-managed patent portfolio will protect your most valuable assets, while delivering a strong return on investment. But actively managing your intellectual property assets is time-consuming and complex – particularly if your portfolio spans across multiple territories and INPADOC families.

    IP managers often have to make difficult renewal or abandonment decisions without the benefit of detailed technical knowledge, working via spreadsheets or collaborating via emails to understand the importance of a particular patent. The risk of making a wrong choice when it comes to selling, licensing or abandoning patents can sometimes push them to the safe option of ‘do nothing’.

    For businesses, doing nothing means wasting budget on unnecessary or inflated renewal fees or missed opportunities to generate new revenue. How can we resolve some of these inefficiencies?

    In this webinar, Duncan Clark will be discussing how patent portfolio managers can make better decisions on whether to sell, license, or scrap patents. Attendees will learn about common approaches to portfolio management and how to reduce costs and improve portfolio ROI through the strategic use of tools and innovation data.
  • ACEDS Webinar: On Premise, Off Premise, or Both? Factors Affecting eDiscovery
    ACEDS Webinar: On Premise, Off Premise, or Both? Factors Affecting eDiscovery Doug Austin Recorded: Nov 15 2017 62 mins
    Many say that the cloud is revolutionizing eDiscovery as we know it, while others still prefer the control of the on-premise eDiscovery solutions they’re used to using. So, what factors should you consider when selecting your own eDiscovery solution? This presentation and technology demonstration led by eDiscovery Daily Blog author and eDiscovery expert Doug Austin will provide attendees with an overview of the different approaches and how both approaches could fit into the workflow of an organization.
  • Patent Protecting Human Experiences - a methodology to broaden claim language
    Patent Protecting Human Experiences - a methodology to broaden claim language Jason Lye | Lyco Works and Ruta Sudmantaite from PatSnap Recorded: Nov 15 2017 53 mins
    This webinar demonstrates how broad patent claims can be structured to include the impact and experience associated with using the invention along with the invention configuration. This approach can be particularly useful when filing in crowded patent spaces, enabling broader protection at lower cost than a "picket fence" IP strategy.

    Jason Lye (IAM 300 Strategist) and Founder of Lyco Works will be exploring these ideas in an upcoming webinar. Several Lyco Works customers have also found this approach useful to increase the value of their patent claims vs. their larger and more litigious competitors.
  • eDiscovery Case Law Update Webinar
    eDiscovery Case Law Update Webinar Robert Hilson Recorded: Nov 15 2017 60 mins
    Join Logikcull and a panel of experts for lessons and best practices to be learned from the most important eDiscovery cases -- and debacles -- of the year. Seven cases will be featured. Come for the hardcore precedence. Stay for the surprise bonus lessons. Michael Simon and Timothy Lohse will host.

    Featured cases include:

    Fischer v. Forrest - Boilerplate objections create havoc
    Morgan Hill Concerned Parents Ass'n - If at first you don't produce correctly, try try again.
    Harleysville Ins. Co. v. Holding Funeral Home - Hitting 'reply all' to the entire internet = privilege waiver
    Solo v. UPS Co. - Proportionality is here, finally.
    Shawe v. Elting - Bad conduct draws bad sanctions...
  • 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 Recorded: Nov 8 2017 59 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
  • DFLabs IncMan Product Overview
    DFLabs IncMan Product Overview Oliver Rochford, VP of Security Evangelism at DFLabs, Steven Ditmore Senior Sales Engineer at DFLabs Recorded: Nov 6 2017 28 mins
    Learn how DFLabs IncMan can help you automate, orchestrate and measure your incident response and security operations.

    By joining this webinar you will have the opportunity to discover DFLabs IncMan and how our solution can help you to:

    - Minimize Incident Resolution Time by 90%
    - Maximize Analyst Efficiency by 80%
    - Increase the amount of handled Incidents by 300%
  • What’s Your Growth Strategy for 2018?
    What’s Your Growth Strategy for 2018? Al Spiers, Founder and CEO, 2020 Environmental Group Recorded: Nov 1 2017 46 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.
  • Open Source Software: IP risk and strategies to manage
    Open Source Software: IP risk and strategies to manage Martin Callinan from Source Code Control Recorded: Nov 1 2017 50 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.
  • Lessons Learned from Recent eDiscovery Disasters
    Lessons Learned from Recent eDiscovery Disasters Doug Austin and Tom O'Connor Recorded: Oct 25 2017 63 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
  • Patentability: A guide to a powerful search
    Patentability: A guide to a powerful search Dr. D’vorah Graeser, Founder of KISSPatent Recorded: Oct 25 2017 59 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
  • 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.