Schedule of Events
LIT-Con 2010 will take place Saturday and Sunday, November 6-7, 2010. Expect a full day of sessions on Saturday and a half-day on Sunday, which includes a general session and expo time. Lunches, breaks, and admittance to ARMA International’s Expo Hall are included in the registration fee. LIT-Con is also pre-approved for 10.0 ICRM maintenance credits.
Saturday, November 6, 2010
7:00 a.m. – 8:00 a.m. PDT
Registration Opens
8:00 a.m. – 9:00 a.m.
Opening Session
Finding the Hidden ROI in Information Assets:
An Information Governance White Paper from The Sedona Conference®
Presented by: Jason R. Baron, Director of Litigation, National Archives and Records Administration
Panelists: Bennett B. Borden, Partner, Williams Mullen, and Cheryl L. Pederson, Global Records & Information Manager for Cargill, Inc.
The Sedona Conference®, a non-profit, non-partisan law and policy think-tank, along with a team of senior records managers and information management officers from major multi-national organizations, lawyers, and academics, have created a new paper revealing the profit center potential for effective information asset management. Join the speakers for this showcase presentation where they will discuss how to go about establishing the value proposition in better managing your corporate information assets, using a team approach, beyond simply responding to the latest litigation crisis; and viewing good records management as a tool for leveraging information asset value, instead of being simply a compliance cost center.
In this session, you will learn:
- The difference between the “actuarial value” and the “option value” of corporate information assets
- How to use interdisciplinary teams to establish information asset value, long-term
- How to make the business case for better information asset management over and above mere citation to potential e-discovery risk
9:10 a.m. – 10:10 a.m.
New Trends in Conflicts Management
Presented by: Beth Chiaiese, CRM, Director of Loss Prevention Foley & Lardner, LLP, and Tanya Garig, Director of Risk Management Information Services, Pillsbury Winthrop Shaw Pittman LLP
The discipline of law firm conflicts management is evolving as a result of changes in the legal industry, regulatory requirements, rules of professional responsibility, and the emergence of new technologies. With a focus on changes in conflict management techniques to manage risk and increase lawyer productivity, learn about the present state of conflicts management software, new approaches for reporting conflicts data, and the use of ethical screen software.
In this session, you will learn:
- To utilize conflicts staffing models
- About international regulatory requirements (including UK anti-money laundering rules)
- The new American Bar Association’s rules on ethical screens
Blogs, Social Media, and Information Leak Prevention
Presented by: Aaron Stanley, CISSP, Managing Director, Renaissance Associates
Employee access to the Web has been a boon for employee morale and productivity, but a boondoggle for information security. Blogs and social networking sites provide fertile grounds for thieves to hide caches of stolen data and link the inner rings of the corporate network directly to the outside world.
In this session, you will learn:
- How company insiders use and abuse access to social media sites
- Strategies for detection, investigation, and remediation of threats
10:10 a.m. – 10:25 a.m.
Break
10:25 a.m. – 11:20 a.m.
E-Discovery, Data Wrangling, and Maximizing Efficiencies
Presented by: Olivia Gerroll, Director, Litigation Support and E-Discovery, eSentio Technologies
Do you understand your data landscape? Do you want to be as efficient as possible understanding the relevant cost implications of a true RIM program versus what you can do now? We will address from a corporate perspective, as well as from a law firm perspective, where some of the easiest ways to control your data are for effective and efficient e-discovery needs in the future.
In this session, you will learn:
- To focus on a proactive rather than a reactive approach to potential future litigation
- Where you can add real value to your corporate clients by helping them learn where costs can be cut
- The values of in-house support versus outsourcing e-discovery and where a hybrid approach will also assist in efficiencies
Implementing E-Mail Management: A Case Study
Presented by: Andrew SanAgustin, Records and Conflicts Manager, Foster Pepper
E-mail in our firm was completely out of control. We needed a solution – the right solution – and we needed it fast. This presentation will demonstrate the process from theory to practical execution and compliance. You will learn about the pitfalls and what worked, what didn’t, and of course, contingency plans. You will develop a successful e-mail management transition plan and review a checklist of key features and discuss the benefits of each. You will take away e-mail management solutions and ideas that can put into place immediately.
In this session, you will learn:
- How to plan an e-mail management solution
- The key components for buy-in on the plan
- Critical steps of implementation and testing the plan
- Steps to rolling out the new solution
11:30 a.m. – 12:25 p.m.
Cloud Computing Challenges in the Law Firm
Presented by: Charlene Wacenske, Firm-Wide Records Manager, Morrison & Foerster, LLP, and Scott Christensen, Director of Information Services, Wildman, Harrold, Allen & Dixon LLP
Cloud computing is a promising solution for records management or is it? This session will address the cloud computing challenges and risks law firms are confronting in regard to privacy, legal holds, and records retention. Some of the concerns that will be addressed include security and privacy of information that resides outside of your firm’s firewall; ownership and control of data that resides outside of your firm; adherence to federal regulations; data protection for especially sensitive information; and what guarantee is there that your firm will have access to its data 24/7. Another crucial aspect that will be discussed is how you can bridge the communication gap between IT, legal, and records and information management when leveraging new technologies.
In this session you will learn:
- What cloud computing is and how it may be used in the law firm environment
- Challenges and best practices of cloud computing
- How to address security and privacy issues in the cloud
- To address retention and records management in the cloud
- How to open the lines of communication between IT, legal, and RIM departments
E-Discovery Project Budgeting
Presented by: Victoria Edelman, J.D., Director of Training and Product Consultant, iCONECT
As with most activities, a little planning can pay off big by managing expectations and avoiding costly surprises. Budgeting for e-discovery projects is no exception. This session shows you how to save money by preparing an e-discovery project budget. You will learn a process that is both easy to learn and to apply for determining the costs of each phase of e-discovery. And you will learn how to crunch numbers to keep all your e-discovery projects running smoothly.
In this session, you will learn to:
- Identify what basic information to collect to prepare an e-discovery project budget
- Determine what tools or processes will be needed for the project
- Run “what if” scenarios to determine return on investment (ROI)
- Eliminate guesswork on project costs
12:30 p.m. – 1:30 p.m.
Lunch & Learn Super Session
Sponsored by:
How Recent Changes in Privacy Legislation Impact Your Business
Presented by: H. Alan Rosenberg, Esq. & CIPP, General Counsel, Recall Corporation
Privacy and security Laws around the world, as well as in North America, are rapidly changing, and as a result all businesses today are presented with greater and greater challenges to ensure compliance with such laws.
In this session, you will:
- Become familiar with the major privacy and data security laws throughout North America
- Receive an update on the recent developments and changes to such privacy and data security laws in North America
- Receive an explanation of how these laws might impact your business
- Be provided with practical tips on what to do when your organization is presented with a security breach
1:30 p.m. – 2:30 p.m.
Addressing Law Firm Confidentiality and Data Privacy Requirements
Presented by: Pat Archbold, Manager, Risk Practice Group, IntApp
Several developments have raised the profile of confidentiality management and data privacy at law firms. These include American Bar Association rule changes supporting broader ethical screening, increasing client interest, and expanding regulatory pressures. Additionally, as firm composition changes through attorney mobility, restructuring, or use of contract lawyers, organizations are paying greater attention to access controls. In this session, you will explore how organizations can reduce risk exposure, increase the profile of risk management, and better protect themselves.
In this session, you will:
- Receive tools to educate your organization regarding current risks tied to common firm information and data life cycle management practices
- Learn to develop and implement policies, procedures, and tools to improve risk assessment, confidentiality management and compliance
- Apply lessons from more strictly-regulated environments (United Kingdom and Canada) to your firms
- Leverage firm risk response for competitive advantage in business development and cost negotiations with insurance providers
E-Mail Management from Inbox to the Cloud
Presented by: Brian Weiss, Vice President for Product Marketing Solutions, Autonomy iManage
Today’s economic and regulatory climate is driving law firms and corporations to utilize new techniques and technology to improve efficiency and reduce the costs and risks associated with e-mail. This session will examine how organizations develop effective email management strategies that leverage both individuals filing and cloud based archives for compliance with all regulatory standards, including the FRCP.
In this session, you will learn:
- To recognize that filing to a shared matter folder and archiving e-mail content are not mutually exclusive strategies
- To understand the value of archiving to a private cloud for legal and regulatory compliance
- To appreciate the ethical requirements that lawyers maintain a complete matter file and that to ensure adoption
How Law Firms Should Prepare Themselves for E-Discovery and Why Their Clients Should Be Concerned
Presented by: Jennifer Mason, Esq., Managing Partner, Mintzer, Sarowitz, Zeris, Ledva & Meyers
This session will address the problems associated with the failure to implement a plan, including issues related to ethics, malpractice, and sanction, and issues to explore when developing a firm-wide plan to address e-discovery. As part of this process, we will discuss the content of firm forms for litigation holds, key player questionnaires, data maps, and more. You will walk away with an understanding of the practical side of these procedures and will take away sample forms and references.
In this session, you will learn:
- Why law firms should prepare for e-discovery
- Why clients should be concerned about e-discovery
- Procedures and take away sample forms and references
2:35 p.m. – 3:35 p.m.
Balancing Legal and Business Requirements in an Evolving Technological Environment
Presented by: Wayne Wong, Managing Consultant, ESI Consulting Group, Kroll Ontrack
Information management policies and ESI discovery readiness policies must evolve not only as legislation changes but as new technologies such as cloud computing, virtualization, and social networking emerge. This requires that a cross‐functional team understand where and how data is created and stored, and how to incorporate emerging technologies and expanding storage media into existing protocol. This session will explore new standards of recordkeeping and balance legal concerns with IT and business requirements.
In this session you will learn:
- How to update governance policies when new technologies are accepted into business practice so that processes are definable, repeatable, and defensible.
- To identify the appropriate scope to retain or dispose of records yet minimize the risk involved in over‐retention or spoliation of data.
- To differentiate between planning for disaster recovery and planning a true repository that is searchable, supports litigation holds, and is exportable for discovery purposes.
Differences in How Records Managers and Lawyers Use Search Technology to Accomplish Their Goals
Presented by: Maura R. Grossman, Counsel, Wachtell, Lipton, Rosen & Katz and Terry Sweeney, Platform Manager, IE Discovery, Inc.
Records and information managers and lawyers use search tools for different reasons and to support different missions. In this non-tech, non-legal-speak session, RIM professionals will learn how they can help lawyers solve the problems they face in complex discovery.
In this session, you will learn:
- How different search technologies work and their strengths and weaknesses
- When to use which search tool to improve results and reduce cost
- Research results from NIST’s 2009 Text REtrieval Conference (TREC) Legal Track
3:35 p.m. – 3:45 p.m.
Break
3:45 p.m. – 4:45 p.m.
Behind the Firewall: Why Organizations are Deploying E-Discovery Solutions In-House
Presented by: J. David Morris, E-Discovery Marketing, EMC
With 100s of terabytes of e-mail, file shares, and other applications, organizations face the potential loss of critical intellectual property, trade secrets, and confidential information when outsourcing identification, collection, culling, early-case assessment, and first-pass review. Outsourcing all is no longer an option from both a cost and risk perspective.
In this session you will learn:
- The types of ESI that must be produced for discovery
- How in-house e-discovery practices can reduce collection, review costs, and minimize information leakage
Records Retention for Law Firms
Presented by: Donald S. Skupsky, J.D., CRM, President, Information Requirements Clearinghouse
Too many attorneys elect to keep their client files forever, believing that this reflects their legal duty to protect client interests. However, destroying client files under an appropriate retention policy may be legally permitted, protect the clients’ interest, and save the firm money. In addition, the orderly destruction of general business records in a law firm – accounting, human resources, marketing, and other records – under a legally-defensible records retention program will reduce costs and improve administrative efficiency.
In this session, you will:
- Learn the principles of records retention programs
- Discover the conflicting ethics opinions and duties related to the destruction of client files
- Receive clear guidelines for establishing a legally-defensible records retention program for client files and general business records
4:45 p.m. – 5:45 p.m.
Defensible Disposition: How Law Firms Can Dispose of Legacy Records and Information in a Defensible Manner
Presented by: Terrence J. Coan, CRM, Director, Hildebrandt Baker Robbins and David D. Rohde, Esq., Director, Hildebrandt Baker Robbins
As organizations develop or enhance records policies they are challenged with applying the retention schedule to vast collections of legacy records. Firms must develop a strategy to review materials and apply retention, and document a reasonable process to dispose records defensibly balancing operational, client service, and risk requirements.
In this session, you will:
- Define the minimum program elements to qualify a disposition initiative as legally defensible
- Develop strategies to characterize legacy records so disposition rules can be consistently applied
- Identify potential ROI elements to help justify the development of a disposition strategy
Navigating the Cloud: Is Cloud Computing a Way to Maximize Revenue or Increase Litigation Costs?
Presented by: Allison Stanton, Director of E-Discovery, Civil Division, U.S. Department of Justice, and Tim Tobin, Attorney, Hogan Lovells
Storing data in the cloud can lead to sky-high privacy and litigation costs. Panelists will discuss the privacy and e-discovery implications of storing data in the cloud and how to minimize the risk and litigation costs associated with this hosting solution.
In this session, you will learn:
- The key privacy concerns when using the cloud
- Whose responsibility is it if there is a data breach
- What are the e-discovery costs and challenges of identifying and collecting data stored in the cloud
6:00 p.m. – 7:00 p.m.
Welcome Reception
Sunday, November 7, 2010
8:30 a.m. – 10:30 a.m.
Information Governance: Technology in the Spotlight
Facilitated by: Brian W. Hill, Senior Analyst, Forrester
Panel participants: Craig Rhinehart, Director, Products and Strategy, IBM SWG, Enterprise Content Management; Jim Cuff, Vice President, Strategy, Iron Mountain Digital; Darren Knipp, Chief Technology Officer, Perceptive Software; Jeff Bettencourt, Vice President and General Manager of Information Governance, Information Intelligence Group, EMC Corporation.
How organizations manage the way their information is used, shared, and analyzed is the focus of this general session. A panel of industry-leading top executives will review emerging technologies effecting information governance and RIM, all while defending their organization’s position. Forrester Senior Analyst, Brian W. Hill, will facilitate the discussion.
10:30 a.m. – 12:30 p.m.
Lunch and open exhibits in the Expo Hall
12:35 p.m. – 1:30 p.m.
Closing Session
Leading the Charge: Guiding Risk Management Into the Future
Moderated by: Ian Campbell, Chief Operating Officer, iCONECT
Presented by: Fred Krebs, President, Association of Corporate Counsel ; Joy Heath-Rush, Past President, ILTA; and Diane Carlisle, CRM, Deputy Executive Director, ARMA International
Sponsored by: ARMA International, ILTA, and the Association of Corporate Counsel
Join three leading associations and iCONECT in a discussion about the future of risk management and legal technology.
In this session, we will explore:
- The implications of the ACC’s Value Challenge for risk, records, and technology
- How ARMA International’s GARP® Principles help firms look at and manage risk in new ways
- ILTA’s Law 2020 initiative and how it advances law firm risk management efforts in the context of technology
- The impact of risk, records, and technology initiatives on litigation support service products
Join us for a lively, interactive discussion focused on the future!