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Making Processes and Cost Predictable in an Age of Unpredictability

2020.09.16 - PREX Summit Series - EDRM

Legal Departments have already undergone a massive shift in recent years with mandates to behave more like traditional business units. Now, with new regulations coming near constantly, additional privacy, security, compliance, and information governance responsibilities are being added rapidly. How do you take all of these new mandates and responsibilities and make sure they are done in a sustainable way for your business and staff, and ensure that everything gets done, on time, and on budget? This session will explore ways to increase your process efficiency, reduce costs and increase predictability, and cover core metrics to track.

Expert Presenters:
Jennifer Bantelman (moderator)
Sr. Director, Solutions Engineering
Zapproved

Jennifer is a technologist focused on strategy, customer experience, workflow, process improvement, and product in the legal tech industry.

Florence Yee
VP & Corporate Counsel
Enterprise Litigation Group
Prudential Financial, Inc.

Constance Mockaitis
Associate Director
eDiscovery Operations
Abbvie

Jack Thompson
Assistant Director
Global eDiscovery and Legal Operations at Sanofi
Recorded Sep 16 2020 60 mins
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Presented by
Jennifer Bantelman, Jack Thompson, Constance Mockaitis, Florence Yee
Presentation preview: Making Processes and Cost Predictable in an Age of Unpredictability
  • Channel
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  • Mediation & Arbitration in a Virtual World Nov 24 2020 6:00 pm UTC 75 mins
    Hon. Judge James Francis IV (ret.), Hon. Judge Ira Warshawsky (ret.) & Mary Mack, EDRM
    •"Emediation, is this for you?"
    Drastic budget cut backs in the court leaves many parties struggling with discovery conundrums without court assistance. Who do you call? The emediator.
    •When Does Remote Mean Disengaged?
    Some love it, and some hate it: the pros and cons of virtual mediation and arbitration
  • Important eDiscovery Case Law Decisions for November 2020 Nov 19 2020 6:00 pm UTC 75 mins
    Doug Austin, Hon. Judge Andrew Peck (ret.), Tom O'Connor & Mary Mack
    "Judging" by these cases, it's going to be an interesting discussion! Our November monthly webinar of cases covered by the eDiscovery Today blog discusses key cases related to eDiscovery.

    Join Doug Austin, Editor of eDiscovery Today, Mary Mack, CEO of EDRM, Tom O’Connor, Director of Gulf Legal Technology Center, and special guest Hon. Andrew Peck (Ret.), Senior Counsel at DLA Piper as they discuss important rulings that may impact how you conduct discovery in the future.

    Expert Presenters:
    Doug Austin, Editor, eDiscovery Today
    Mary Mack, CEO and Chief Legal Technologist, EDRM
    Hon. Andrew Peck (Ret.), Senior Counsel at DLA Piper
    Tom O’Connor, Director, Gulf Legal Technology Center
  • The New Role E-Discovery Professionals Must Play Nov 11 2020 6:00 pm UTC 75 mins
    Thomas Mullane, Linda Luperchio, David Yerich & Mike Hamilton
    The role of e-discovery professionals or people involved in e-discovery looks very different these days than even just 10 years ago—having gone from a largely reactive, fire drill mentality to now playing a key role in defining proactive strategies that empower legal departments to showcase ROI and ensure smart defensibility.

    In this webcast, we will review how the modern e-discovery professional's role is changing based on new research results from a survey conducted by Today's General Counsel, Exterro and In The House.

    Register for this webcast and get:
    •Expert analysis on how e-discovery professionals must evolve amidst these uncertain times
    •Results from a recently released in-house e-discovery benchmarking report
    •Tips on how to be successful in today's modern e-discovery environment

    Expert Speakers:
    - Thomas Mullane, Raytheon Technologies
    - Linda Luperchio, Hanover Insurance Group
    - David Yerich, UnitedHealth Group
    - Mike Hamilton, Exterro
  • Emoji in the Workplace Nov 10 2020 6:00 pm UTC 75 mins
    Matt Mahon, CEDS, IGP,
    The adoption of emoji in workplace communication continues to evolve while technology and usage increases. This session digs deeper into the most common emoji being used at work, who is using them, and in what context. Additionally, technology advancements for the collection, processing and review of emoji for investigations and litigation will be explored.

    Expert Presenter: Matt Mahon, CEDS, IGP

    Matt Mahon, CEDS, IGP, has 14-years’ experience with Ricoh supporting organizations with information governance and litigation support strategies including data remediation, litigation hold, preservation, collection, data processing, review, and production. As the National eDiscovery Sales Manager for Ricoh eDiscovery, Matt leads strategy and training for the sales team, and consults with clients, delivers CLE training, and is a frequent speaker and writer on eDiscovery issues. Matt earned his B.A. in Mathematics and Applied Sciences from UC San Diego and is a Certified as an eDiscovery Specialist and Information Governance Professional. Matt lectures widely on topics including IoT, the impact of emoji and social media in workplace communications, data governance, and eDiscovery.
  • Masterclass: Q3 2020 Legaltech Job Market Report Nov 5 2020 6:00 pm UTC 75 mins
    Jared Coseglia, Mary Mack & Kaylee Walstad
    TRU Founder and CEO Jared Coseglia sits down with EDRM's Mary Mack and Kaylee Walstad to deliver an update on where the legal technology job markets are today as they adapt to the ongoing pandemic while keeping up with the ever-evolving legal tech landscape. Jared will break down what happened in Q3 in terms of job opening trends, compensation metrics, hiring behavioral patterns, and much more! We will, as always, take all your burning questions about the job market, but this quarter we will share some incredible statistics about legal ops, compliance, LPM, and other siloed legaltech jobs as they compare and contrast in demand to traditional e-Discovery roles.
  • The Cheapest Document to Review is the One You Don’t Review Recorded: Oct 20 2020 57 mins
    John Thacher, Director of eDiscovery Managed Review Services for Ricoh Legal
    Join Ricoh and review subject matter expert John Thacher us as we give you an insider’s guide to saving millions on document review. We’ll explore:

    -Why cost and quality are not diametrically opposed
    -How to use QA to review your reviewers
    -A “whole system” approach to review savings.

    Come with questions and we will help you understand the systems and workflows that will take the guesswork out of discovery.

    Expert Presenter John Thacher:

    John short bio:
    John Thacher is the Director of eDiscovery Managed Review Services for Ricoh Legal and has over 20 years experience
    in a variety of settings with some of the most innovative firms and vendors in the industry. He has managed more than 200 Review Projects with 6,500 employees. His experience includes projects in Healthcare, Insurance, Government Investigations, Banking, Bankruptcy and more.
    John is an expert in the streamlining of Managed Review Center solutions for Corporations, Firms and Vendors.
    John’s commitment to competence -based Managed Review systems repeatedly produces high performance teams leading directly to rapid organizational growth and improved client retention. He consistently delivers low cost and high quality solutions.
  • Important eDiscovery Case Law Decisions for October 2020 Recorded: Oct 15 2020 71 mins
    Doug Austin, Hon. Judge Andrew Peck (ret.), Tom O'Connor & Mary Mack
    "Judging" by these cases, it's going to be an interesting discussion! Our October monthly webinar of cases covered by the eDiscovery Today blog discusses key cases related to discovery about discovery, the efficacy of terminating sanctions, considerations for audio/video discovery and disputes regarding search terms and technology assisted review (TAR).

    Join Doug Austin, Editor of eDiscovery Today, Mary Mack, CEO of EDRM, Tom O’Connor, Director of Gulf Legal Technology Center, and special guest Hon. Andrew Peck (Ret.), Senior Counsel at DLA Piper as they discuss important rulings that may impact how you conduct discovery in the future. Topics to be addressed include:

    + Proportionality and Discovery about Discovery
    + Terminating Sanctions and Copyright Infringement
    + Discoverability of Audio/Video Files
    + More Disputes Regarding Search Terms
    + Technology Assisted Review and Cost Shifting

    Expert Presenters:
    Doug Austin, Editor, eDiscovery Today
    Mary Mack, CEO and Chief Legal Technologist, EDRM
    Hon. Andrew Peck (Ret.), Senior Counsel at DLA Piper
    Tom O’Connor, Director, Gulf Legal Technology Center
  • Practical, Proportional Privacy in Discovery Recorded: Oct 14 2020 59 mins
    Robert Keeling, Partner and Ray Mangum, Sr Litigation Associate of Sidley Austin
    Addressing Privacy Concerns in eDiscovery Under the Existing Proportionality Framework

    Robert Keeling, Partner and Ray Mangum, Sr Litigation Associate of Sidley Austin point to an emerging consensus of courts and commentators that privacy may—indeed, should—be considered as part of the proportionality analysis required under Rule 26(b)(1). Drawing from their recently published article, The Burden of Privacy, Robert and Ray offer some practical tips for litigators and eDiscovery professionals to consider as a consequence.
  • Bending the Continuum of the EDRM Timeline Recorded: Oct 8 2020 62 mins
    Tracy Drynan, senior consultant, OpenText Jonathan Maas, managing director, The Mass Consulting Group Juan Di Luca, Principal
    How global investigation strike teams hunt for information:

    Small elite teams deployed around the globe in internal, compliance and regulatory investigations, known as strike teams, are accelerating timelines and removing steps from the traditional EDRM order to find facts quickly for early case decision-making.
    The unique approaches adopted by strike teams—a laser focus on finding the facts that will tell the story, even when unknown at the outset—provides clients with the actionable intel to understand the potential risks, liability and case strengths early on.
    Register now to join prominent U.S. and U.K. investigation specialists in a discussion on how they have approached real-life investigations including price fixing claims, whistleblower allegations to pre-acquisition background assessments.
    Specific topics will include:
    -How traditional linear review protocols can obfuscate code words
    -Why an investigation review is dramatically different than an eDiscovery review
    -Tips on gaining rapid insight into your data and actionable intel to enable swift decision making
    If you’re unable to attend live, please register and we’ll notify you when the recording is available.

    Speakers:
    Tracy Drynan, senior consultant, OpenText
    Jonathan Maas, managing director, The Mass Consulting Group
    Juan Di Luca, Principal Head – Managed Review Services UK
  • Important eDiscovery Case Law Decisions for October 2020 Recorded: Oct 6 2020 72 mins
    Doug Austin, Hon. Judge Andrew Peck (ret.), Tom O'Connor & Mary Mack
    "Judging" by these cases, it's going to be an interesting discussion! Our October monthly webinar of cases covered by the eDiscovery Today blog discusses key cases related to discovery about discovery, the efficacy of terminating sanctions, considerations for audio/video discovery and disputes regarding search terms and technology assisted review (TAR).

    Join Doug Austin, Editor of eDiscovery Today, Mary Mack, CEO of EDRM, Tom O’Connor, Director of Gulf Legal Technology Center, and special guest Hon. Andrew Peck (Ret.), Senior Counsel at DLA Piper as they discuss important rulings that may impact how you conduct discovery in the future. Topics to be addressed include:

    + Proportionality and Discovery about Discovery
    + Terminating Sanctions and Copyright Infringement
    + Discoverability of Audio/Video Files
    + More Disputes Regarding Search Terms
    + Technology Assisted Review and Cost Shifting

    Expert Presenters:
    Doug Austin, Editor, eDiscovery Today
    Mary Mack, CEO and Chief Legal Technologist, EDRM
    Hon. Andrew Peck (Ret.), Senior Counsel at DLA Piper
    Tom O’Connor, Director, Gulf Legal Technology Center
  • Making Processes and Cost Predictable in an Age of Unpredictability Recorded: Sep 16 2020 60 mins
    Jennifer Bantelman, Jack Thompson, Constance Mockaitis, Florence Yee
    2020.09.16 - PREX Summit Series - EDRM

    Legal Departments have already undergone a massive shift in recent years with mandates to behave more like traditional business units. Now, with new regulations coming near constantly, additional privacy, security, compliance, and information governance responsibilities are being added rapidly. How do you take all of these new mandates and responsibilities and make sure they are done in a sustainable way for your business and staff, and ensure that everything gets done, on time, and on budget? This session will explore ways to increase your process efficiency, reduce costs and increase predictability, and cover core metrics to track.

    Expert Presenters:
    Jennifer Bantelman (moderator)
    Sr. Director, Solutions Engineering
    Zapproved

    Jennifer is a technologist focused on strategy, customer experience, workflow, process improvement, and product in the legal tech industry.

    Florence Yee
    VP & Corporate Counsel
    Enterprise Litigation Group
    Prudential Financial, Inc.

    Constance Mockaitis
    Associate Director
    eDiscovery Operations
    Abbvie

    Jack Thompson
    Assistant Director
    Global eDiscovery and Legal Operations at Sanofi
  • JOB SEARCH WORKSHOP: "How to Have Certainty in Uncertainty" Recorded: Sep 10 2020 60 mins
    Laureen Kautt & Mary Mack
    LegalTech Recruiter Laureen Kautt is joined by EDRM's CEO Mary Mack introducing the first in a series of workshops designed to help the global community seeking employment in a pandemic. New tools and a shift in mindset are needed to navigate the changing currents.
  • Special Masters in Litigation Recorded: Sep 9 2020 61 mins
    Maura Grossman, Hon. Ira Warshawsky, Hon. Frank Maas, Hon. Kristen L. Mix
    In January 2019, the ABA published a new set of guidelines concerning the use of special masters. Despite their contribution to "just, speedy and inexpensive" resolution of issues, the use of special masters remains an underutilized form of dispute resolution. Join this all-star panel as they explore the pros and cons and share their thoughts on best practices to maximize benefits while mitigating the potential downsides.

    Speakers
    Moderator:
    Maura R. Grossman
    Research Professor
    University of Waterloo
    Maura R. Grossman, J.D., Ph.D., is a Research Professor in the School of Computer Science at the University of Waterloo and an Adjunct Professor at Osgoode Hall Law School of York University, both in Ontario, Canada. She also is Principal at Maura Grossman Law, an eDiscovery law and consulting firm in Buffalo, N.Y.

    Hon. Frank Maas
    Mediator/Arbitrator/Special Master
    JAMS, Inc.
    Judge Maas is a United States Magistrate Judge for the Southern District of New York.

    Hon. Ira B. Warshawsky
    Of Counsel
    Meyer Suozzi
    Justice Ira B. Warshawsky, ret. is Of Counsel in the Litigation and Alternative Dispute Resolution practices at Meyer, Suozzi, English & Klein, P.C. in Garden City, Long Island, N.Y.

    Hon. Kristen L. Mix
    Magistrate Judge
    U.S. District Court, District of Colorado
    Kristen L. Mix graduated from Middlebury College, cum laude, with a degree in English. She obtained her J.D. from the University of Colorado School of Law and practiced law in Denver until 2007, when she was appointed to the federal bench. Magistrate Judge Mix's expertise prior to her appointment was in labor and employment law. Magistrate Judge Mix serves on the Judicial Conference of the United States' Committee on the Administration of the Magistrate Judge System and on the United States District Court for the District of Colorado's Local Rules Committee.
  • Masterclass: The Current and Future State of the Legal Technology Job Market Recorded: Sep 3 2020 63 mins
    Jared Coseglia, Mary Mack & Kaylee Walstad
    TRU Founder and CEO Jared Coseglia sits down with EDRM's Mary Mack and Kaylee Walstad to deliver an update on where the e-discovery, cybersecurity, and privacy job markets are today as they adapt to the ongoing pandemic while keeping up with the ever-evolving legal tech landscape. Jared will break down where the hiring is now and where it will be later in Q3 and into Q4, how legal tech pros can leverage certification and training to stay at the forefront of the industry in response to new questions about data management and protection, and the larger trends that will define the rest of 2020
  • Important eDiscovery Case Law Decisions for September 2020 Recorded: Sep 2 2020 65 mins
    Doug Austin, Tom O' Connor, Craig Ball & Mary Mack
    What we have here is a failure to cooperate! Our September monthly webinar of cases covered by the eDiscovery Today blog discusses key cases related to cooperation disputes, including disputes related to in camera review, boilerplate objections, forensic analysis and search terms.

    Join Doug Austin, Editor of eDiscovery Today, Mary Mack, CEO of EDRM, Craig Ball of Craig D. Ball, P.C. and Tom O’Connor, Director of Gulf Legal Technology Center as they discuss important rulings that may impact how you conduct discovery in the future. Topics to be addressed include:

    + Efficacy of Boilerplate Objections in 2020
    + How Courts Should Address Search Term Disputes
    + What Parties Should Do When Correcting Production Deficiencies
    + When Courts Should Conduct In Camera Review to Resolve Privilege Disputes
    + What Forensic Examiners Need to Discover for Potential Spoliation Sanctions

    Expert Presenters:
    Doug Austin, Editor, eDiscovery Today
    Mary Mack, CEO and Chief Legal Technologist, EDRM
    Craig Ball, President of Craig D. Ball, P.C.
    Tom O’Connor, Director, Gulf Legal Technology Center
  • Using AI-powered eDiscovery Tools for Rapid and Robust Document Reviews Recorded: Aug 26 2020 60 mins
    Juan Di Luca, Jason Brennan & Tom Megson
    As the volume of enterprise data has exploded, so too has the workload of the litigator. Lawyers now frequently face investigations where the data runs into the hundreds of Terabytes; sifting through these piles of documents to find what is relevant and uncover any smoking guns is time-consuming, costly, and fraught with the potential for human error.

    Join us for a discussion between Juan Di Luca, Founder and Operations Director at Data Analysis Services Ltd and Jason Brennan, CEO of Luminance, about how next-generation AI can offer a flexible, intelligent solution that ensures lawyers can quickly get to the heart of a matter, thoroughly examining all documents and ensuring no stone is left unturned.


    Speakers:

    Juan Di Luca, Founder and Operations Director at Data Analysis Services Ltd

    Juan is an international legal professional with experience in Latin America, the US and Europe.

    Jason Brennan, CEO, Luminance

    Jason is acting CEO of Luminance and responsible for overseeing Luminance’s operations and continued expansion across the United States and greater Americas region.

    Tom Megson, Legal Product Expert

    Having graduated with a degree in Politics, Philosophy & Economics from The University of Manchester. Tom is an experienced legal tech professional having joined Luminance in 2019.
  • Special Masters in Litigation Recorded: Aug 25 2020 62 mins
    Maura Grossman, Hon. Ira Warshawsky, Hon. Frank Maas, Hon. Kristen L. Mix
    In January 2019, the ABA published a new set of guidelines concerning the use of special masters. Despite their contribution to "just, speedy and inexpensive" resolution of issues, the use of special masters remains an underutilized form of dispute resolution. Join this all-star panel as they explore the pros and cons and share their thoughts on best practices to maximize benefits while mitigating the potential downsides.

    Speakers
    Moderator:
    Maura R. Grossman
    Research Professor
    University of Waterloo
    Maura R. Grossman, J.D., Ph.D., is a Research Professor in the School of Computer Science at the University of Waterloo and an Adjunct Professor at Osgoode Hall Law School of York University, both in Ontario, Canada. She also is Principal at Maura Grossman Law, an eDiscovery law and consulting firm in Buffalo, N.Y.

    Hon. Frank Maas
    Mediator/Arbitrator/Special Master
    JAMS, Inc.
    Judge Maas is a United States Magistrate Judge for the Southern District of New York.

    Hon. Ira B. Warshawsky
    Of Counsel
    Meyer Suozzi
    Justice Ira B. Warshawsky, ret. is Of Counsel in the Litigation and Alternative Dispute Resolution practices at Meyer, Suozzi, English & Klein, P.C. in Garden City, Long Island, N.Y.

    Hon. Kristen L. Mix
    Magistrate Judge
    U.S. District Court, District of Colorado
    Kristen L. Mix graduated from Middlebury College, cum laude, with a degree in English. She obtained her J.D. from the University of Colorado School of Law and practiced law in Denver until 2007, when she was appointed to the federal bench. Magistrate Judge Mix's expertise prior to her appointment was in labor and employment law. Magistrate Judge Mix serves on the Judicial Conference of the United States' Committee on the Administration of the Magistrate Judge System and on the United States District Court for the District of Colorado's Local Rules Committee.
  • New Techniques for Finding Relevant Data Faster Recorded: Aug 18 2020 61 mins
    Tara Jones, Brett Tarr, Tiana Van Dyk & Michael Hamilton
    FACT: The most expensive stage in e-discovery is document review, often accounting for 80% or more of total e-discovery costs.

    Unfortunately though, many legal departments haven't seen their document review costs decline. Attempts often fail because they don't get to the root of the problem: too much data is preserved, collected and sent to outside entities.

    In the third webcast in Exterro’s E-Discovery Masters Series, a panel of experts from Verizon Media, Ernst & Young and Epiq will discuss the best approaches for implementing Legal GRC protocols that create an efficient and cost effective e-discovery strategy.

    Register for this upcoming webcast and learn:
    - Practices for identifying responsive data at the earliest stages in the matter
    - Why a Legal GRC strategy is a must have to streamline data requests that legal must manage
    - How to update and modify your information governance and e-discovery preservation / collection processes to see immediate benefits
    Speakers:
    - Tara Jones, Legal Services Manager, Verizon Media (https://www.linkedin.com/in/tara-jones-mba-1aaaa43/)
    - Brett Tarr, IG & Legal Operations, Ernst & Young (https://www.linkedin.com/in/bretttarr/)
    - Tiana Van Dyk, Director of Client Solutions, Epiq (https://www.linkedin.com/in/tianavandyk/)
  • TAR Talk: We’re back with a new episode on AI, Machine Learning and the Future Recorded: Aug 12 2020 31 mins
    John Tredennick, Tom Gricks, Jeremy Pickens & Mary Mack
    Your favorite TAR Talk boys, John Tredennick, Founder Director of Merlin Foundation and CEO of Merlin Digital Magic and Tom Gricks, Managing Director of Professional Services at OpenText are back with a new episode, and a new regular on the porch--Dr. Jeremy Pickens, Principal Data Scientist at OpenText. Join us (but keep your social distance) on our virtual rockers as we
    talk about AI, Machine Learning, and the future of AI in legal.

    Tune in live on July 30th at 2 pm ET or catch the recorded podcast at https://www.edrm.net/events-2/webinars/ or TARTalk.org.
  • JOB SEARCH WORKSHOP: "How to Have Certainty in Uncertainty" Recorded: Aug 6 2020 61 mins
    Laureen Kautt & Mary Mack
    LegalTech Recruiter Laureen Kautt is joined by EDRM's CEO Mary Mack introducing the first in a series of workshops designed to help the global community seeking employment in a pandemic. New tools and a shift in mindset are needed to navigate the changing currents.
Trending Topics in eDiscovery & Beyond- All are Welcome
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  • Title: Making Processes and Cost Predictable in an Age of Unpredictability
  • Live at: Sep 16 2020 5:00 pm
  • Presented by: Jennifer Bantelman, Jack Thompson, Constance Mockaitis, Florence Yee
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