Speaker Biographies
Pat Archbold
Pat Archbold manages IntApp’s Risk Practice Group, which assists law firms in addressing issues, such as client confidentiality, regulatory compliance, and risk management. Prior to joining IntApp, Archbold served as regional vice president of sales for Open Text Corporation’s Legal Business Solutions division. He has more than 15 years of legal industry experience, including leadership positions with a legal consulting organization and West Publishing.
Jason R. Baron
Jason R. Baron has served for the past 10 years as director of litigation for the National Archives and Records Administration, and is an internationally recognized speaker and author on the preservation of electronic records. Baron has been a trial lawyer and senior counsel with the Department of Justice, a visiting scholar at the University of British Columbia, and is currently an Adjunct Professor at the University of Maryland’s Graduate College of Information Studies. He also presently serves on the Georgetown University Law Center Advanced E-Discovery Institute Advisory Board. In 2009 he was named co-chair of The Sedona Conference® Working Group on Electronic Document Retention and Production (WG1). Baron is a founding co-coordinator of the TREC legal track, as well as co-organizer of the DESI (Discovery of ESI) workshops held in Palo Alto (2007), London (2008), and Barcelona (2009). He was a recipient of the Federal Computer Week-sponsored 2008 Fed 100 Award for his e-discovery advocacy. Baron earned a bachelor’s degree from Wesleyan University and his juris doctor degree from the Boston University School of Law.
Jeff Bettencourt
As vice president and general manager of information governance in the EMC Information Intelligence Group, Jeff Bettencourt is driving EMC to the forefront of the information governance market with EMC SourceOne, a family of products for archiving, e-discovery, and compliance. Prior to joining EMC, he served in an executive role within Hewlett Packard’s software business unit, driving the company’s information management software strategy, marketing, and planning efforts worldwide. This group included e-mail archiving, e-discovery, file archiving, medical archiving, database archiving, and records and document management offerings. Bettencourt has also held executive positions at IBM, MCI Telecommunications, and British Telecom.
Beth Chiaiese
Beth Chiaiese has been Foley & Lardner LLP’s National Director of Loss Prevention since 2001. During her 30-year career, Chiaiese has worked as a practitioner and consultant helping firms develop work processes and technologies based on best practices in the areas of records management, conflicts of interest, new business processing, and risk management. Chiaiese is a former member of ARMA International’s Board of Directors, is a Certified Records Manager, and holds a master’s degree in library and information sciences.
Terrence J. Coan
Terrence J. Coan, CRM, is a director at Hildebrandt Baker Robbins, a globally recognized consulting firm providing strategic, business process, and technology consulting services to law firms, corporate legal departments, and government agencies, including the areas of financial services, government, hospitality, insurance, legal services, pharmaceutical/biotech, and real estate development industries. Coan has 25 years of experience in the profession, is a past president of ARMA International, and is a 2005 recipient of the ARMA International Distinguished Service Award.
Jim Cuff
As vice president of strategy for Iron Mountain Digital, Jim Cuff’s role is to ensure that an appropriate business growth strategy is in place, and that the company has a compelling technology and solution vision to deliver on this strategy. Cuff joined Iron Mountain in 1996 as a leader in managing the company’s IT infrastructure during an explosive growth phase (from $100 million in revenue to more than $1 billion). He then assumed responsibility for establishing and running the research and development groups for the digital archives business. He assumed the role of senior vice president of enterprise architecture, ensuring that technology was applied appropriately to solutions to meet the long-term needs of its customers and the company. This included the evaluation of emerging technologies, as well as defining the technology architecture for enterprise solutions. Prior to joining Iron Mountain, Cuff worked in IT in the financial services industry with responsibility for networks, open systems, and desktop computing. He holds a degree in finance and computer science from Boston College.
Tanya Garig
Tanya Garig is the director of risk management information services at Pillsbury LLP. For the past 13 years at Pillsbury, she has worked extensively in developing full-service risk management functions with an emphasis on leveraging technology to provide high level services in a cost effective manner. In this capacity, she works with the Pillsbury's general counsel to implement various risk management policies and procedures, including a fully integrated online conflicts and new business process, anti-money laundering process, and e-filing initiative. Garig has worked in risk management for 22 years and holds a bachelor's degree from San Francisco State University.
Olivia Gerroll
Olivia Gerroll is the managing director of e-discovery solutions for Continuum Worldwide, where she oversees the e-discovery solutions group in providing superior technical support and efficient solutions for clients requiring data collection, processing, and hosting review services. Gerroll has more than 19 years of experience in litigation technology support, and practice support management. She has an in-depth knowledge of the litigation process and attorney requirements. Gerroll has spoken on several panels and worked extensively with law firms and corporations on the development of best practices and appropriate workflow within the electronic discovery landscape.
Maura R. Grossman
Maura R. Grossman is counsel at Wachtell, Lipton, Rosen & Katz, where she advises the firm and its clients on legal, technical, and strategic issues involving e-discovery and information management. She is a member of The Sedona Conference® Working Groups on Electronic Document Retention and Production & International Electronic Information Management, Discovery and Disclosure. Grossman serves on the Advisory Boards of Digital Discovery and e‐Evidence and Georgetown Law’s Advanced E‐Discovery Institute.
Brian W. Hill
Brian W. Hill is senior analyst with Forrester and serves information and knowledge management professionals. He is a leading expert on e-discovery, archiving strategies, records and retention management initiatives, and enterprise content management (ECM) endeavors. Hill brings a wealth of knowledge to Forrester from his marketing and consulting experiences. Most recently, he was director of marketing with EMC Corporation, responsible for archiving and compliance products within EMC’s content management and archiving software division. He has also held marketing and strategic development roles at Oracle Corporation and spent more than a decade leading in-depth consulting engagements and business development initiatives. Hill earned a bachelor’s degree in political science from the University of California at Santa Cruz and a master’s degree in international affairs from American University.
Darren Knipp
As chief technology officer, Darren Knipp leads Perceptive Software product strategy, establishing the company’s product and technical vision while leading all aspects of the software development process. He plays an integral role in the company’s strategic direction, development, and future growth in the enterprise content management (ECM) market. Prior to joining Perceptive Software in 2003, Knipp was an initial product manager at Interwoven (now Autonomy). Knipp has also served as senior engineering manager for Boeing and spent nine years as an officer in the U.S. Air Force, working as a development engineer on the global positioning system (GPS) and various NRO systems. Knipp earned a bachelor’s degree in aeronautical engineering from the U.S. Air Force Academy, a master’s degree in aerospace engineering from the University of Kansas, and a master’s degree in business administration from Webster University.
Jennifer Mason, J.D.
Jennifer Mason, J.D., is a defense litigator who practices in commercial, professional, and catastrophic loss litigation. She specializes in e-discovery (preservation and proportionality) and is managing partner in Pittsburgh and founder of the EDiscovery group at Mintzer, Sarowitz, Zeris, Ledva & Meyers. Mason is a member of The Sedona Conference and Working Group I on Electronic Discovery. She has authored numerous articles for the Defense Research Institute’s For The Defense and has presented at the American Bar Association’s Section of Litigation and the Western Pennsylvania Association of Corporate Counsel, among others.
Craig Rhinehart
Craig Rhinehart leads the archive, governance, discovery, and analytics business market and product teams for IBM’s enterprise content management (ECM) software. He has more than 20 years of experience bringing innovative and successful products to market in the areas of ECM, including document and records management, imaging, e-mail and content archiving, enterprise search, classification, and electronic discovery and content analytics. Rhinehart came to IBM through the 2006 acquisition of FileNet, where he served as vice president of product marketing. He has led industry research efforts to define, develop, and prove new return on investment models and is a requested speaker on a variety of ECM, archiving, and compliance topics. Considered an expert in electronic records and the U.S. Department of Defense 5015.2-STD certification program, Rhinehart has also served as an advisor on several ECM industry initiatives.
David D. Rhode, Esq.
Rhode is a Director at Hildebrandt Baker Robbins and has more than twelve years of experience, both as a courtroom litigator and in legal technology project management and consulting. He has implemented new technologies in support of complex litigation, designed and implemented case and matter management systems, advised on email archiving initiatives, and implemented systems and processes improvements that support discovery preparedness and information governance for organizations in a variety of industries.
H. Alan Rosenberg
H. Alan Rosenberg is general counsel at Recall North America where he is responsible for handling the legal affairs of the North American business, including employment law, contracts, litigation, real estate, intellectual property, regulatory matters, and mergers and acquisitions. Rosenberg has served as vice president of investigations and incident response for LexisNexis; and vice president of privacy, ethics and compliance and assistant general counsel for ChoicePoint. He has extensive legal experience within the healthcare industry as general counsel, business units for NDCHealth Corporation, and acting general counsel for The Grady Health System. Prior to moving in-house with large multi-national organizations, he practiced law as a litigator. Rosenberg received a bachelor degree in journalism from the University of Texas at Austin and juris doctor degree from Georgia State University College of Law.
Andrew SanAgustin
Andrew SanAgustin is records and conflicts manager for Foster Pepper and has been a records and information management professional for 20 years. His career spans various industries with a specialty in law firm records and conflicts management. SanAgustin’s area of expertise includes back-end system development and front-end user interaction, policy creation, standardization, change management, and electronic data management. He has implemented new records management systems, document management systems, and e-mail management systems into various industry cultures. SanAgustin has authored several articles and regularly speaks on the topic of records and conflicts management.
Donald S. Skupsky
Donald S. Skupsky, J.D., CRM, FAI, MIT, is president of Information Requirements Clearinghouse in Denver, Colo. He is the author of Recordkeeping Requirements, Records Retention Procedures, Legal Requirements for Information Technology Systems, and Law, Records and Information Management: The Court Cases. Skupsky is a records and information management consultant and also serves as director of legal research for Iron Mountain Consulting Services. Skupsky received the prestigious Emmett Leahy Award in 1994 from the Institute of Certified Records Managers for outstanding contributions to the information and records management profession. In 1995, he was admitted to the Company of Fellows of ARMA International. In 1999, he was awarded the Masters of Information Technology by the Association for Information and Image Management. Skupsky received his Juris Doctor degree from the University of Michigan Law School and is a Certified Record Manager.
Aaron Stanley
Aaron Stanley is an expert in the worlds of computer security, digital forensics, and electronic discovery. He has led numerous investigations involving fraud, extortion, and robbery, among many others. Stanley is a life-long technologist and computer tinkerer. He is a graduate of Fordham University School of Law, a Certified Information Systems Security Professional, and a GIAC Certified Forensic Analyst.
Allison Stanton
Allison Stanton is an attorney with Hogan & Hartson where she focuses on white collar criminal defense, corporate securities class actions, and e-discovery in civil and criminal matters. She is a member of the firm’s white collar and investigations practice and the e-discovery task force. She represents pharmaceutical companies, medical device companies, and individuals under federal and state investigation, particularly in cases involving alleged off-label uses of drugs and devices. Stanton has experience in complex civil litigation, including corporate securities class actions for national and international companies. She advises clients in their proactive e-discovery planning, such as legal hold procedures, litigation response plans, and document retention policies. Prior to joining Hogan & Hartson, Stanton was a law clerk in the U.S. District Court for the Eastern District of Virginia for The Honorable Magistrate Judge Barry R. Poretz.
Terry Sweeney
Terry Sweeney is the InfoDox® Platform Manager for IE Discovery, Inc., and brings more than 25 years of experience in the legal technology services industry to IE Discovery. Sweeney provides IT consulting services in the context of complex, high-risk electronically stored information (ESI) discovery, participating as an IT/ESI expert at FRCP Rule 26(f) meet and confer sessions, and assisting in the preparation of IT executives for 30(b)(6) depositions.
Charlene Wacenske
Coming soon...
Brian Weiss
As the vice president for product marketing solutions with Autonomy, Brian Weiss serves as a subject matter expert for information governance and e-discovery. His role also includes consulting with Autonomy’s diverse client base as they manage the challenges associated with preservation, collection, and analysis of electronically stored information. Weiss particular focuses on the evolving impact of advanced search processing, early case assessment, legal holds, the best practices for governing information and risk, as well as the absorption of new technology by the legal community. Weiss is actively involved in the Electronic Discovery Reference Model forum, presents at industry events on technology trends and practices of Autonomy’s most innovative clients.
Wayne Wong
With more than 25 years of information and legal technology expertise, Wayne Wong advises clients on litigation readiness as well as all areas of records and information management to maximize efficiencies while mitigating costs. Wong holds a MBA degree from the University of Puget Sound and a BS degree from the University of Washington.