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From DM to E-Discovery: Converging Disciplines

Sponsored by Worldox - Jan. 23, 2013, 1:00-2:00 pm Central

Moderated by eDiscovery experts George Socha and Tom Gelbmann of Apersee, this online panel discussion focuses on the increasing convergence of document management and eDiscovery at law firms and corporations, and how organizations are addressing the challenges related to information governance including big data, the cloud, security, records management, compliance. Issues are explored based on the Information Governance Reference Model (IGRM) developed by the Electronic Discovery Reference Model’s IGRM team.

The panel comprises seasoned legal industry professionals, all Worldox customers, who share their experiences and insights.

Panelists include:

* Julie Edgar, Manager of Law and Administration at Boise Inc.
* Sandy Mikita, Information Support Manager at Eckert Seamans Cherin & Mellott, LLC
* Christopher Toner, Associate Counsel at Aspirus
* Ray Zwiefelhofer, President at Worldox/World Software Corporation
Recorded Jan 23 2013 59 mins
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Presented by
Sandy Mikita; Julie Edgar; Christopher Toner; Ray Zwiefelhofer; George Socha; Tom Gelbmann;
Presentation preview: From DM to E-Discovery: Converging Disciplines
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  • How to Evaluate the Security of an E-Discovery Vendor Apr 25 2017 6:00 pm UTC 60 mins
    Gavin Manes, Ph.D., CEO, Avansic; Amy Sellars, Assistant General Counsel, Walmart
    EDRM recently released the EDRM Security Audit Questionnaire, designed to help corporations and law firms evaluate the security capabilities of cloud providers and third parties offering electronic discovery or managed services. In this webinar, two of the questionnaire’s designers will provide legal, IT, and corporate professionals with practical guidelines for conducting a security audit.

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

    Speakers will reserve time to answer audience questions about the security audit process. Jim Waldron, director of EDRM, and George Socha, cofounder of EDRM and managing director at BDO, will moderate the session.
  • EDRM at Duke: What's changed, what's next? Recorded: Apr 4 2017 59 mins
    James Waldron, director, EDRM, and George Socha, co-founder, EDRM
    EDRM has been acquired by Duke Law School’s Center for Judicial Studies. How will this new partnership change EDRM? Where is e-discovery headed in 2017, and how will EDRM maintain and amplify its leadership as a resource for insight and educational tools in e-discovery?

    Join us for this webinar to meet the new EDRM team at Duke Law School and hear from Jim Waldron, director, and George Socha, co-founder, on the future of EDRM at Duke, new priority projects, and e-discovery predictions for 2017.
  • Managed Services – Treat the Cause… Not the Symptoms Recorded: Sep 21 2016 60 mins
    Stephen Whestone, Brad Harris, Bonnie Kennedy, George Socha, Tom Gelbmann
    EDRM webinar sponsored by Stroz Friedberg

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

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

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

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

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

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

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

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

    9 Habits of Resilient e-Discovery Leaders

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

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

    George Socha, Co-Founder, EDRM and Managing Director, BDO
    Tom Gelbmann, Co-Founder, EDRM
  • “Shift Left”- A New Age of eDiscovery – Analytics and ECA Recorded: Jun 30 2016 61 mins
    Xavier Diokno, Naz Shwayhat, George Socha, Tom Gelbmann
    “Shift Left”- A New Age of eDiscovery – Analytics and ECA

    Sponsored by LexisNexis

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

    · Strategies on performing an ECA risk/benefit analysis;
    · A new way of thinking: employing analytics in ECA?
    · How does technology fit in to the process? We will include a discussion of challenges and lessons learned.
  • Moving Data Across Borders: No More Safe Harbors EDRM webinar, sponsored by Ipro Recorded: May 17 2016 63 mins
    M. James Daley, Emily Fedeles, Kenneth J. Withers, George Socha, Tom Gelbmann
    When the EU’s highest court invalidated the Safe Harbor protections for transferring data from the EU to the U.S., hundreds of organizations were left scrambling, including law firms, legal service providers, and corporations involved in litigation and investigations. In addition, the proposed EU-wide General Data Protection Regulation (GDPR) may severely limit the data that can be legally transferred outside of the EU. Recently, the EC and the U.S. Department of Commerce announced an agreement to replace the Safe Harbor agreement on transatlantic data flows with a new EU to U.S. “Privacy Shield.” In this webinar, international law experts will review the Privacy Shield and GDPR, with a focus on the tensions they create for multi-national organizations trying to meet U.S. discovery and investigation obligations.

    * M. James Daley, Senior Counsel, Seyfarth Shaw LLP
    * Emily R. Fedeles, Associate, BakerHostetler
    * Kenneth J. Withers, Deputy Executive Director, The Sedona Conference
  • Cybersecurity Threats and Client Confidential Data, Sponsored by Ipro Recorded: May 10 2016 62 mins
    Melinda McLellan, Will Auther, George Socha, Tom Gelbmann
    Cybersecurity Threats and Client Confidential Data: Navigating Risks and Ethical Obligations

    Today's digital landscape is rife with constantly-evolving cybersecurity threats. No organization is immune, and all types of corporate data may be at risk, from personal information about customers and employees to intellectual property, litigation materials, business plans - even financial forecasts. Recent high profile data leaks have put a spotlight on law firm security. As custodians of a treasure trove of confidential client data, law firms and legal service providers often are prime targets for cyber criminals seeking access to highly valuable sensitive information.

    In this fascinating webinar, we'll examine how ethical and professional obligations apply to the privacy and security of client data attorneys maintain, and discuss the types of incidents that frequently lead to significant breach events, including emerging and growing threats such as ransomware and phishing scams. We'll also use a real-world scenario to explore what typically happens when a breach occurs and consider steps lawyers and service providers may take to help safeguard their clients' data.

    * William F. Auther, Partner, Bowman and Brooke LLP
    * Melinda L. McLellan, Counsel, BakerHostetler
  • The Future of E-Discovery: An Analytics Revolution to See your Case More Clearly Recorded: Mar 24 2016 60 mins
    Krista Fuller, Ryan Bilbrey, George Socha, Tom Gelbmann
    Sponsored by LexisNexis, this webinar will focus on using analytics and visualizations to gain better insight into your data:

    Big Data plays a big role in litigation for many law firms and organizations. Having the ability to cull down your data earlier in the litigation cycle enables your firm or organization to work more efficiently and competitively. Technology is increasingly playing a key role in helping firms and organizations effectively identify and manage the data most important to your litigation. This session will discuss the emerging trends around analytics in eDiscovery, and how your firm or organization can implement best practices to ensure the highest quality results at a lower cost than traditional document reviews.

    * Krista Fuller, Director of Product Management, LexisNexis
    * Ryan Bilbrey, Managing Director, OmniVere

    * George Socha, Co-Founder, EDRM
    * Tom Gelbmann, Co-Founder, EDRM
  • EDRM webinar, "Catching the Third Wave of E-Discovery," sponsored by Zapproved Recorded: Mar 23 2016 60 mins
    Eric Hibbard, Jeremy Schaper, Barry C. O’Melia,George Socha, Tom Gelbmann
    Discovery has moved from the time of paper, to the on-premise era, and now to the cloud age. Join our speakers as they discuss the attributes of true e-discovery cloud solutions; compare the benefits and shortcomings of cloud versus more traditional approaches; and help corporate personnel understand how to catch that waving, moving their e-discovery to true cloud solutions.


    * Eric Hibbard, CTO Security & Privacy, Hitachi Data Systems
    * Jeremy Schaper, Chief Technology Officer, BlueStar Case Solutions
    * Barry C. O’Melia, Chief Operations Officer, Digital WarRoom


    George Socha, Co-Founder, EDRM
    Tom Gelbmann, Co-Founder, EDRM
  • Thomson Reuters Introduces eDiscovery Point Recorded: Feb 16 2016 63 mins
    Keith Schrodt, James Jarvis, George Socha
    Discover what attorneys and litigation support managers are high-fiving about. They’re excited about Thomson Reuters’ new, and dare to say revolutionary ediscovery platform: eDiscovery Point. A new ediscovery platform that allows users simultaneously upload and process data; access that data within minutes; achieve accurate search results within seconds of performing a complex search query; as well as several other time and costs saving functionalities like advanced data analysis and predictive coding. Attend this webinar to see how eDiscovery Point will make ediscovery easier for you.

    * Keith Schrodt, JD, MBA; Marketing Manager, Legal Managed Solutions; Thomson Reuters
    * James Jarvis; Vice President, Product & Partner Management; Thomson Reuters

    Moderator: George Socha
  • EDRM webinar, "State of the Industry: TAR & Analytics End of Year Report" Recorded: Dec 10 2015 62 mins
    Greg Buckles, Tammy Doss, George Socha, Tom Gelbmann
    It’s universally accepted that technology assisted review (TAR) speeds review and reduces costs, but many attorneys are still loathe to use it. In the eDJ Group’s recently released 2015 PC-TAR survey, nearly 40% of respondents say they are using TAR less than 5% of the time on their cases. While a majority of respondents say they have tried it, it’s clear that TAR hasn’t crossed the chasm as a go to tool for the legal community yet. Join Greg Buckles, eDJ co-founder and Tammy Doss, VP of Business Operations at Ipro, as they dig into what the survey and interview findings show for analytics and TAR usage and trends as we move into 2016.
  • EDRM webinar, “Practical Options for US Litigators and Investigators Dealing wit Recorded: Dec 3 2015 62 mins
    Jo Sherman, Dominic Jaar, George Socha, Tom Gelbmann
    Please join us on Thursday, December 3, 2015, from 1:00 to 2:00 pm Central as we present the free EDRM webinar, “Practical Options for US Litigators and Investigators Dealing with EU Data,” sponsored by EDT.

    Since early October when the Court of Justice of the European Union deemed the Safe Harbor regime for European data transfers to the US to be invalid, many organizations have struggled to evolve their information management strategies to accommodate the changing international data privacy landscape.

    While there are concerted diplomatic efforts underway to establish a robust new trans-Atlantic data transfer framework, the negotiations, are intrinsically linked to personal privacy and national security perspectives so resolution and clarity may take some time. Many litigators and investigators are, in the meantime, reeling in murky waters of uncertainty.

    How effective are the alternative data transfer mechanisms? What are their limitations and how can these be addressed? Are there any new options available? Are different strategies needed for investigations as compared with discovery for litigation?

    Join our EDRM webinar at 1pm on 3rd December 2015 to hear our international panel canvas key considerations and practical options for trans-Atlantic litigation and investigations in light of these recent developments.
  • eMSAT-1: Understand and Acting on the Results Recorded: Dec 1 2015 39 mins
    Tiana Van Dyk, George Socha, Tom Gelbmann
    This webinar is the final in a series of five practical sessions by the creators of the eMSAT-1. This webinar focuses on tying it all together: how to understand and act on the results obtained by completing the eMSAT.
  • "Away with Words: An Investigative Approach to eDiscovery,” sponsored by LN Recorded: Nov 18 2015 57 mins
    Tom Barnett, George Socha, Tom Gelbmann
    Please join us on Wednesday, November 18, 2015, from 1:00 to 2:00 pm Central, as we present the free live EDRM webinar, "Away with Words: An Investigative Approach to eDiscovery,” sponsored by LexisNexis.

    In this webinar, our presenters will step you though an approach to eDiscovery that might not be so familiar to you: one grounded in data science, an investigative mindset, and a focus on the real end-game of discovery - bringing a case to a satisfactory resolution.

    ** Presenter **

    Thomas A. Barnett, Special Counsel, eDiscovery and Data Science, Paul Hastings

    ** Moderators **

    George Socha, Co-Founder, EDRM
    Tom Gelbmann, Co-Founder, EDRM
  • EDRM webinar, "What's Next in eDiscovery: Data Streaming," sponsored by Ipro Recorded: Nov 12 2015 62 mins
    Sarai Guerra, George Socha, Tom Gelbmann
    Join us as we demonstrate a new era in eDiscovery and a new innovation created to solve one of the industry’s most pressing and costly problems – disconnected and inefficient workflows. Currently, we batch data into containers to accommodate the limits of the processing tools we use. Breaking up data comes at signification cost, however: time. It takes time to create the batches, run each batch, and make sure that the batch ran properly without introducing errors. To eliminate the starts, stops and errors Ipro has introduced a patent-pending, continuous data streaming technology named, Automated Digital Discovery (ADD). By attending this webinar, you’ll see and in action and discuss how it unifies and simplifies the eDiscovery process.
  • EDRM webinar, "What's Next in eDiscovery: Automation," sponsored by Ipro Recorded: Nov 3 2015 60 mins
    Sarai Guerra, George Socha, Tom Gelbmann
    Join us as we demonstrate a new era in eDiscovery and a new innovation created to solve one of the industry’s most pressing and costly problems – disconnected and inefficient workflows. Automation offers the ability to eliminate the usual starts and stops, as well as reduce many time-consuming human touch points while preparing data for review. By attending this session, you’ll learn how to avoid time delays, errors, and budget overruns common in today’s eDiscovery workflows.
  • EDRM webinar, "Proportionality and the New Rules,” sponsored by LexisNexis Recorded: Oct 27 2015 62 mins
    John Barkett, George Socha, Tom Gelbmann
    Please join us on Tuesday, October 27, 2015, from 1:00 to 2:00 pm Central, as we present the free live EDRM webinar, “Proportionality and the New Rules,” sponsored by LexisNexis.

    ** Description **

    This webinar will look at the soon-to-be-implemented amendments to the Federal Rules of Civil Procedure – examining the changes that focus on proportionality.

    Our speakers will describe those changes, address why they are being made, and discuss what ensuing changes in behavior we should expect to see.

    ** Presenters **

    John M. Barkett, Partner, Shook Hardy & Bacon LLP

    ** Moderators **

    George Socha, Co-Founder, EDRM
    Tom Gelbmann, Co-Founder, EDRM
  • EDRM webinar, “A Practical Approach to Your in-house eDiscovery Collections” Recorded: Oct 6 2015 61 mins
    Jonathan P. Rowe, Shane M. Havick, George Socha, Tom Gelbmann
    This webinar will include a demonstration of how internal corporate IT managers, security professionals, or litigation support personnel can create in-house E-Discovery collections using Pinpoint Labs Harvester software. Learn how to design an automated self-collection kit for remote custodians, or deploy Enterprise wide stealth jobs that target discoverable files and emails for attorney review.

    The speakers will address common questions related to:

    •When is a collection too targeted?
    •What are the advantages and disadvantages of completing eDiscovery collections in-house?
    •Are in-house collection defensible?
    •What security changes are required when using a network collection tool?

    Jonathan P. Rowe
    Founder and CEO, Pinpoint Labs

    Known by many as the father of Legal Access Ware (LAW) and LAW PreDiscovery; which were originally developed by Image Capture Engineering (ICE) and are widely used for production level scanning and electronic discovery processing. Jon was the co-founder, first developer, and Executive Vice President of ICE which was acquired by LexisNexis in 2007.

    Jon has designed and brought to market many applications for the litigation support market over the past 20 years. He is often asked to speak on the topics of computer forensics, collections, and E-Discovery at legal technology conferences.

    Shane M. Havick
    Vice President Sales and Marketing, Pinpoint Labs

    Shane Havick joined the Pinpoint Labs team in May of 2009 to head up the Sales and Marketing of their software division. Shane has been in litigation support since 1996. He has been responsible for overseeing all aspects of the paper and electronic discovery services including production, marketing and sales.

    Previously, Shane was the General Manager of Pro Copy (Des Moines location), a well-respected litigation support company with locations in both Omaha, NE and Des Moines, IA.
  • EDRM webinar, "Outsourcing Everyday eDiscovery: Providers v Outside Counsel Recorded: Sep 22 2015 61 mins
    Shimmy Messing, David Yerich, George Socha, Tom Gelbmann
    This webinar, sponsored by LexisNexis, will be a reprise of the third of three panel sessions at Legal Tech West Coast 2015.

    The series - "Bringing Everyday eDiscovery In-house": “Everyday eDiscovery” may sound benign, but with dockets comprised mainly of small to medium matters, staggering amounts and types of ESI cropping up even in routine cases, and each outside law firm approaching eDiscovery differently, seemingly everyday eDiscovery can create serious risks and enormous cost overruns.

    The speakers in this trio of webinars will they offer practical guidance on three sets of issues every organization considering bringing everyday eDiscovery in-house ought to address:

    * Whether to bring the work in-house or outsource it;
    * How to bring everyday eDiscovery in-house without disrupting business, or destroying internal and external relationships; and
    * How to outsource eDiscovery without losing control over quality and consistency.

    This webinar: For this webinar, "Outsourcing Everyday eDiscovery: Managed Services Providers Versus Outside Counsel," the speakers will focus on what to do once you have decided you want to outsource at least a portion of your everyday eDiscovery to someone else. Now you need to figure out who that will be and make sure it all works well for a price you can afford. Our panelists will enlighten you, discussing the key outsourcing options and exploring their pros and cons:

    * How you decide to whom your everyday eDiscovery work should go;
    * What factors to consider with establishing contractual relationships with outsourcers;
    * Ways to manage the outsourcing relationships and work; and
    * Practicing good information governance in an outsourcing structure.
Delivering Insights. Guiding Decisions.
Creating practical resources to improve e-discovery and information governance.

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  • Title: From DM to E-Discovery: Converging Disciplines
  • Live at: Jan 23 2013 7:00 pm
  • Presented by: Sandy Mikita; Julie Edgar; Christopher Toner; Ray Zwiefelhofer; George Socha; Tom Gelbmann;
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