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.
Bennett B. Borden
Bennett B. Borden is a partner at Williams Mullen and chairs its e-discovery and information governance section. He is a litigator who focuses his practice on e-discovery and information law. In addition to conducting offensive and defensive electronic discovery in complex litigation, Borden has extensive experience counseling clients on the establishment of information governance and records management policies, procedures, and practices based on enterprise risk assessments. He regularly advises multinational clients regarding data privacy, data security, and data regulatory compliance. Borden is a member of the steering committee for the electronic discovery section of the District of Columbia Bar and a member of the science law and technology section of the American Bar Association. He is a guest lecturer on e-discovery at the Georgetown University Law Center and a member of Working Group 1 on Electronic Document Retention and Production of The Sedona Conference.
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.
Ian Campbell
Ian Campbell is the chief operating officer of iCONECT. For more than a decade, Campbell has been developing and implementing new technologies and tactical strategies in the litigation support arena. He is co-founder of iCONECT Development. Campbell is often engaged as a consultant on major international legal projects. He is frequently requested as a keynote speaker and has shared his thoughts, ideas, and experiences with audiences for the American Bar Association, LegalTech, ILTA, AIIM, EDRM, and other legal and management groups around the world. At iCONECT, Campbell’s current focus is expanding the market for iCONECT solutions through strategic alliances and partner integrations.
Diane K. Carlisle, CRM
Diane K. Carlisle, CRM is the Deputy Executive Director and Sr. Director of Content Development for ARMA International. In this capacity, she provides direction for the development of ARMA’s educational offerings and represents the association in various professional venues. In addition, she works with executive leadership in executing ARMA International’s strategic plans.
Diane has over 25 years of experience in the field of records and information management and has worked for organizations in a variety of industries. Prior to ARMA, Diane held positions with Baker Robbins & Company (technology consultants to the legal industry) and in the information management consulting practice at Duff & Phelps.
Diane’s primary specialties are records management strategy and policy development, the role of records management in litigation support, and the creation and application of international and national level standards. Diane is a frequent speaker/writer on records and information management topics.
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.
Scott Christensen
Scott Christensen is the Director of Information Services at Wildman, Harrold, Allen and Dixon LLP. He has served for the past five years on ILTA’s Board of Directors, and presently serves in the capacity of President of the association. Scott enjoys teaching occasional college courses in the areas of computer science and business management and has been a speaker at conferences including ILTA, ALA, and ARMA. Outside of work, he has served on boards of directors of other non-profit organizations with oversight over finance, personnel and governance matters.
Terrence J. Coan, CRM
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.
Victoria Edelman, J.D.
Victoria Edelman, J.D., is the director of training and product consultant for iCONECT Development. She is responsible for product certification training for administrators and end-users, iCONECT Friday web seminar series, CLE course development, and managing the training staff. Edelman is the national education coordinator for Women in E-Discovery and is on the board of directors of the Association of Litigation Support Professionals. She is a graduate of William & Mary Law School.
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, director of litigation support and e-discovery, brings more than 19 years of experience to this industry, including an extensive consulting and practical background to clients and works to provide the most effective solutions that will meet client expectations. Prior to her current position, she held positions, such as managing director of e-discovery solutions for a service provider, worked as a litigation services consultant for a global consulting corporation working with law firms and corporations, and was a national director of litigation services for a global law firm. Gerroll is highly knowledgeable in all litigation support products with a proven record of accomplishment of improving efficiency and productivity through solution development, automation, technology implementation, and data management. She has participated on several panels and worked extensively with clients on developing best practices and appropriate workflow and methodologies within the current e-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.
Frederick J. Krebs
Frederick J. “Fred” Krebs is president of the Association of Corporate Counsel (ACC) in Washington, D.C., which is the largest bar association that serves in-house lawyers in the world, with nearly 25,000 members working in more than 10,000 companies and non-profits in more than 70 countries. Krebs ensures that the international association serves as the “voice of the in-house bar,” and provides practical resources and extensive networking opportunities for its in-house counsel members.
Krebs began his legal career in 1975 as assistant general counsel with the U.S. Chamber of Commerce and later served as manager of the Labor and Human Resources Policy Department, overseeing all policy development and lobbying on labor and human resources issues. He joined ACC as the executive director in 1991, and brought with him a wealth of experience from his roles as an association executive, an in-house attorney, and a lawyer in private practice with the law firm of Stephens & Krebs, where he specialized in corporate and trade association law.
Krebs is a frequent speaker and writer on in-house practice management, ethics, and diversity issues; provides insight and commentary for media inquiries in the United States, Canada, and Europe; and is the author of Corporate Lobbying: Federal and State Regulation and Associations and Lobbying Regulation. He serves as an adjunct professor at Georgetown University Law School, is on the Corporate Directors Institute Advisory Board for the National Association of Corporate Directors, and is a member of the American Bar Association and American Society of Association Executives.
Krebs received a bachelor’s degree from Allegheny College, is a graduate of Case Western Reserve University Law School, and attended the University of Manchester in Manchester, England. He is admitted to practice in Ohio, Virginia, the District of Columbia, and before various federal courts.
Cheryl L. Pederson, CRM, FAI
Cheryl L. Pederson, CRM, FAI, is the global records and information manager for Cargill, Incorporated, headquartered in Minneapolis, Minn., and an international provider of food, agricultural, and risk management products and services. Pederson began her career with Cargill in 1972 and has held positions, such as paralegal and legal records administrator in the law department. She has managed the records and information management (RIM) function within Cargill since 1998. In November 2002, she formed the records and information management center of expertise (RIM COE), providing records management policies, procedures, best practices, consulting, and training to Cargill business units and functions on a global basis for managing paper and electronic records. Pederson is a member of Working Group 1 of The Sedona Conference. She has been a member of ARMA International since 1987 and has held positions with ARMA as association director, treasurer, president, and chair of board.
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.
J. David Morris
J. David Morris leads e-discovery initiatives for EMC’s SourceOne eDiscovery – Kazeon product suite. He has spent 18 years in high technology working in both startup and Fortune 500 companies with operational experience in corporate development, business development, marketing, and engineering. Morris holds a degree in physics from Auburn University and advanced degrees in business from Columbia University and the University of California, Berkeley.
Matthew D. Nelson, Esq.
Matthew Nelson is a Legal Consultant in EMC’s Global Information Intelligence Group where he leverages his legal experience along with EMC’s unique technology, to help organizations address challenges related to e-discovery, compliance, and records management. By serving as a liaison between legal, technology and other key departments, Nelson helps organizations understand and change internal procedures where needed to minimize the risk and expense associated with regulatory compliance and e-discovery. Throughout his career, Nelson has been invited to lecture to hundreds of attorneys, paralegals, record managers, and information technology professionals about the benefits of using technology solutions to help solve problems related to electronic discovery, records management, data security, and other content management problems. Recent speaking engagements include programs sponsored by American Corporate Counsel, (ACC), Director’s Roundtable, The West Coast General Counsel Conference, San Jose Rotary Club, Stanford Law School, the Washington State Bar, and over 100 top law firms and Fortune 500 companies around the country.
Joy Heath Rush
Joy Heath Rush is the director of enterprise multimedia services at Sidley Austin LLP, a firm with approximately 1,700 lawyers practicing in 17 offices worldwide. In this capacity, she is responsible for audiovisual, presentation, and videoconferencing technology firmwide. Rush is in her 25th year with Sidley, where she started as a word processing supervisor.
Rush is on the steering committee for INSIGHT, the International Legal Technology Association’s (ILTA) award-winning UK educational event, and is ILTA’s immediate past president. She previously served as peer group liaison to ILTA’s board of directors, board secretary, and Microsoft special interest group chair. Before becoming involved in ILTA, she was a five-time board member and two-time president of the Association of Legal Information Systems Managers, the founder of The Washington Perfectionists WordPerfect legal user group, and a member of the WordPerfect and Microsoft Legal Advisory Councils. Rush was named IT Champion of the Year for 2008 by Law Technology News magazine and was previously recognized for World Class Leadership by Legal IT magazine in the UK. She is a frequent speaker and writer on legal technology issues, having presented for events for ARMA International, Association of Legal Administrators, American Bar Association, Microsoft, and ILTA among other organizations.
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 the Director of E-Discovery for the Civil Division of the U.S. Department of Justice. Among her responsibilities, Stanton develops e-discovery policies, practices, and training for the Civil Division, works with the other Divisions on e-discovery initiatives, and coordinates with federal agencies on e-discovery matters. Prior to joining the Department of Justice, Stanton was an attorney with Hogan Lovells US LLP where she represented numerous clients in complex civil cases and high-profile criminal investigations, many of which included complex e-discovery issues. Stanton also developed proactive e-discovery plans for Fortune 500 companies, including document retention policies and litigation hold and response procedures.
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.
Tim Tobin
Tim Tobin is an attorney in Hogan Lovells’ Privacy and Information Management practice group where he regularly counsels clients on privacy, data security, and e-commerce issues, including cloud computing; on appropriate mechanisms for the legal cross-border transfer of personal information worldwide; and on a wide array of state and federal privacy laws and regulations, such as Gramm-Leach Bliley Act (GLBA), the Fair Credit Reporting Act (FCRA), the Communications Act, Children's Online Privacy Protection Act (COPPA), Tobin has litigated class action lawsuits and has represented clients in data security investigations before the Federal Trade Commission and state Attorneys General. Prior to joining Hogan Lovells, Tobin was an associate in a large, international law firm where he focused on privacy and data security law counseling and litigation.
Charlene Wacenske
Charlene Wacenske has been with Morrison & Foerster LLP since 2000. She currently manages both Firm Wide Records and the IT Administrative Systems teams. During her tenure at MoFo, she has implemented a records system that currently contains 25 million e-mail and other electronic documents. She has been past president of both the Golden Gate and Silicon Valley Chapters of ARMA and is currently the Vice President for the Risk & Records Management Peer Group of ILTA.
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.