LIT-Con 2012 Schedule
Friday, September 21, 2012
7:15 am - 8:30 am: Coffee, networking, continental breakfast. Sponsored by Autonomy.
8:30 am - 9:45 am:
Opening Session - Speaker Joy Heath Rush
Information Governance – Strategic Transformation through Collaboration
Join the moderators of the day’s six breakout sessions as they provide a sneak-peek into their programs in a short-form, TED-style format. Each moderator will provide highlights of their respective sessions, allowing you to choose in which discussions you’d like to participate! This will be an energetic and thought-provoking way to set the stage for an incredible day of learning and networking with your peers.
9:45 am -10:00 am: Break - Sponsored by Autonomy.
10:00 am - 11:15 am:
Breakout Session 1:
Using the Generally Accepted Recordkeeping Principles® to Build an Information Governance Framework for Law Firms
In order to respond to increased client requirements, improve efficiencies, reduce cost and mitigate risk, law firms must improve their approach to managing information. This session will leverage ARMA International’s Generally Accepted Recordkeeping Principles’® information governance framework as a means to develop, enhance, and measure the success of a program. Learn how The Principles relate to the American Bar Association’s Rules of Professional Conduct, how it supports operational improvement in law firms, and how it provides key opportunities to build a firm’s information management governance program serving as a competitive advantage.
The facilitators include a leading consultant to law firms on information management, and a professional who directs an Am Law 10 firm’s records and information management program.
Moderator: Terry Coan, CRM, senior director, HBR Consulting, LLC
Speaker: Stacie Capshaw, CRM, CDIA+, associate director of records management, Kirkland & Ellis, LLP
Breakout Session 2:
Information Governance and Information Security: Risky Business
The threats to your physical records and electronic data are increasing every day. A good understanding of the current landscape of information security can help in protecting your records and data. The more you know, the better you will be able to assist your firm in responding to audits and request for proposals. Learn from law firms who have a variety of information security programs in place, how they are developing stronger security, and how they are protecting their records, data, and assets.
Moderator: Bill Caraher, CIO at von Briesen & Roper
Speaker: Carlos Rodriguez, Lathrop & Gage
11:15 am – 11:30 am: Break - Sponsored by Autonomy.
11:30 am – 12:45 pm:
Breakout Session 3:
Social Media + ECM + KM = Redefinition of “Record”
Description: What classifies the “record” in a world where there are multiple external sources of information and data? As attorneys continue to leverage social media and personal knowledge management and firms develop enterprise content management, knowledge management and social media strategies, information is being stored in public websites, blogs, SharePoint® databases, e-mail, and on Facebook. In this information explosion, the record has taken on a new role, with a significant impact on a firm’s information governance. Join our speakers as they discuss the risks, infrastructure, and retention issues involved in the electronic matter file; and watch as they redefine “record”.
Moderator: Meredith Williams, chief knowledge management officer, Baker Donelson Bearman Caldwell & Berkowitz
Speakers:
Julia Montgomery, change management consultant at Traveling Coaches
Charlene Wacenske, firmwide records manager at Morrison & Foerster
Breakout Session 4:
Predictive Coding, Analytics, and E-Mail Management – Leveraging Technology for Risk Mitigation and Efficiency
Description: The volume of electronic information continues to grow exponentially, but our need to manage it effectively remains the same. Client audits, directives from our insurance carriers, and outside counsel guidelines addressing identification, accessibility, and security are commonplace. How can we continue to manage client and firm data responsibly while at the same time promoting efficiency? While predictive coding and analytics technologies have been traditionally perceived as e-discovery tools, there is now increased visibility surrounding their value in meeting records management needs.
Our speakers will explore how innovative uses of technologies can help strike a balance between information access and governance; as well as uncover creative methods to manage information, increase efficiency, and maintain a competitive edge.
Moderator: Leigh Isaacs, director, records and information management, Orrick
Speakers: Doug Smith, records manager, Wiley Rein, LLP, Bennett B. Borden J.D., partner, Williams Mullen
12:45 pm – 2:00 pm: Networking Luncheon, Sponsored by Iron Mountain .
Exploring an Information Governance Framework for Law Firms
Have you ever wondered how to bring information governance to your firm? Thought leaders from major law firms will provide a brief overview of their newly published proposal for a law firm IG framework, and ask for your feedback on it over lunch via table discussions. The leaders developed these initial IG principles, processes and leading practices at a recent Symposium on law firm IG in the digital age. Iron Mountain will publish the Symposium Report this summer to foster discussion across the legal community on how law firm information governance can result in improved client services, risk mitigation and cost containment/reduction.
Be sure to attend these luncheon discussions to influence this important, emerging industry-wide framework!
Sponsor/Moderator: Carolyn Casey, Esq., Iron Mountain
Table Moderators:
Beth Chiaiese, director of loss prevention, Foley & Lardner LLP
Brian McCauley, Director Information Governance & Records, McDermott
Bryn Bowen, Greenberg Traurig
Leigh Isaacs, Orrick, Rudy Moliere, White & Case
Charlene Wacenske, Morrison & Foerster
2:00 pm – 3:15 pm:
Breakout Session 5:
Space – The Final Frontier: Re-Engineering Your Records Staff and Function to Make the Voyage to a Bold New World
The convergence of multiple challenges, such as cloud computing, lawyer mobility, compliance, reliance on electronic records, and the impact of the recession, has caused a fundamental shift in the mission, duties, and practices of the traditional law firm records management department. How do we prepare our staff both professionally and practically to survive the journey to a new world of records and information management? The adoption of information governance principles will help shape the future duties and responsibilities of law firm records management professionals so they can truly go where no one has gone before.
Moderator: Beth Chiaiese, director of loss prevention, Foley & Lardner LLP
Speakers: Dana Moore, information governance compliance manager, Foley & Lardner LLP,
Rick Varju, director of engineering and operations, Foley & Lardner LLP
Breakout Session 6:
Mobility vs. Information Governance: Is there a Yellow Brick Road to OZ?
Description: Can Dorothy (the corner office partner) synch her iPad to the firm laptop/network? If not, do you really want her syncing client data to a non-encrypted computer at home? What if these same devices also sync to cloud-based services? Are you under pressure to support anytime/anywhere/any device access to firm data? Are lawyer expectations of what they can store and do on these devices unreasonable or counter to firm policy?
This panel of experts will discuss the challenges these pressures raise and debate the options that firms have in responding to them. Come away with fresh ideas on how firms are responding to the pressure of balancing flexibility and the desire for increased mobility with maintaining appropriate information governance.
Moderator: Scott Christensen, director of information systems, Edwards Wildman Palmer LLP
Speakers: Ann Ostrander, senior director, loss prevention at Kirkland & Ellis LLP
3:15 pm – 3:30 pm: Break - Sponsored by Autonomy.
3:30 pm – 4:30 pm:
Wrap-up session - Speaker Joy Heath Rush
You Had to Be There !
LIT-Con ’12 ends on a high note with an all-hands-on-deck, interactive, wrap-up session. Each of the six breakout session moderators will share lessons learned and takeaways from their programs. Attendees will have the opportunity to ask questions or discuss concerns from those individual sessions. Hear what transpired in the sessions you might have missed and leave with a clear picture of the way forward in strategically transforming information governance through collaboration!
4:30 pm – 5:30 pm: Cocktail Reception. Sponsored by Oce Business Solutions A Canon Group Company.
Speaker Biographies
Meredith Williams is chief knowledge management officer at Baker Donelson Bearman Caldwell & Berkowitz. She oversees BakerNet, the firm’s industry-leading intranet, and coordinates strategic growth on behalf of the firm. She is widely recognized as a leading authority in knowledge management within the legal profession and is a frequent presenter and author on knowledge management, competitive intelligence, and social media. Williams is one of Baker Donelson’s chief resources for social media ethics and training. Follow her on Twitter @mlwilliams77.
Scott Christensen is director of information services at Edwards Wildman Palmer LLP and served for the past six years as an International Legal Technology Association’s (ILTA) board member. He enjoys teaching occasional college courses in the areas of computer science and business management and is a frequent speaker at ILTA, Association of Legal Administrators, and ARMA International conferences . Christensen is active as a board member of other non-profit organizations with oversight over finance, personnel, and governance matters.
Bill Caraher is chief information officer at von Briesen & Roper, s.c, and boasts more than 19 years of extensive experience managing and supporting technology in law firms and fast-paced real-time trading environments. He is very passionate about infrastructure, emerging technology, gadgets, and social media. Due to a successful firm-wide Intranet redesign using open source software (OSS), he has a new respect and passion for OSS in the enterprise. Caraher is a regular International Legal Technology Association speaker and contributor.
Charlene Wacenske is firm-wide records manager at Morrison & Foerster LLP. She has served in this capacity since 2000, and currently manages the records and IT administrative systems teams. At Morrison & Foerster LLP, she has implemented a records system that contains over 9 million e-mail and other electronic documents. Wacenske has served as past president of the Golden Gate and Silicon Valley Chapters of ARMA International and is currently the International Legal Technology Association’s vice president of the Records Management Peer Group.
Julia Montgomery is senior change management consultant at Traveling Coaches, Inc. She has more than 15 years of experience as a technologist, including project management, policy development, and creating educational programs grounded in adult learning theory. Montgomery’s current role focuses on knowledge management and Enterprise 2.0 solutions that facilitate collaboration and information sharing throughout the firm.
Carlos Rodriguez is IT manager for Lathrop & Gage LLP’s network infrastructure and security department. He is an influential technology operations, network infrastructure, and information security professional with 12-plus years of achievements in leveraging technology, mitigating risks, and capturing cost savings. Rodriquez is a change agent capable of creating a vision and driving teams toward achieving goals. He is a respected leader within professional and volunteer-based organizations. Rodriquez currently serves as the International Legal Technoogy Association’s (ILTA) vice president of the Servers Operations & Security Peer Group and has served on ILTA’s annual conference planning committees.
Ann Ostrander is senior director, loss prevention at Kirkland & Ellis LLP, where she is responsible for strategic direction, policies, procedures, compliance, staffing and technology for several risk management functions. She has been in the risk and information management industry of law firms for more than 20 years. Ostrander has worked as a senior consultant advising AmLaw 50 firms on the technology that supports conflicts, new business intake, records management, docket, audit letters, Attorney Registration Disciplinary Commission, lobbying activities, Internal Revenue Service reportable transactions, human resources, and general law office administration. Ostrander is a frequent speaker and author for ARMA International, International Legal Technology Association, Association of Legal Administrators, The Ark Group, and various malpractice insurance carriers.
Beth Chiaiese, CRM, has been Foley & Lardner LLP’s national director of loss prevention since 2001. During her 33-year career, she has worked as a practitioner and a consultant helping firms develop work processes and technology based on best practices in the areas of records management, conflicts of interest, new business processing, and risk management. She is a frequent speaker at events hosted by the International Legal Technology Association, ARMA International, the Association of Legal Administrators, the American Bar Association, and the Attorneys’ Liability Assurance Society. Chiaiese is co-author of Records Management in the Legal Environment (ARMA International), a former ARMA International board member, and holds a master’s degree in library and information sciences.
Dana C. Moore is the records and information compliance manager for Foley & Lardner, LLP. She has worked in records management for more than 23 years and has expertise in records management systems solutions, records and information management legal compliance issues, and protocols and processes associated with electronic recordkeeping and the migration of electronically stored information. Moore is a frequent speaker at ARMA International, Association of Legal Administrators, and International Legal Technology Association conferences.
Stacie Capshaw, CRM, CDIA+, is associate director of records management at Kirkland & Ellis, LLP, where she is responsible for setting the strategic direction of the firm-wide records program, and leading broad-scale people, process, and technology changes relating to records management. Prior to joining Kirkland & Ellis, Capshaw was a consultant on a number of knowledge management, information architecture, and records management initiatives for a variety of law firm and corporate clients.
Terrence (Terry) J. Coan, CRM, is a senior director at HBR Consulting LLC, a globally recognized leader providing strategic, business process, and technology consulting services to law firms. Coan has more than 25 years of experience in records and information management and is a leader in the firm’s information management and governance practice. He specializes in developing a comprehensive approach to managing the continuum of law firm information, including e-mail, electronic documents, and hard copy records and information. Coan is past president of ARMA International and a 2005 recipient of the ARMA International Distinguished Service Award.
Leigh Isaacs, CIP, is director of records and information management (non-legal) in Orrick’s Washington, D.C., office. Though not a lawyer, she has more than 10 years of information management experience and more than 25 years of experience in the legal field. Isaacs experience includes deployment of enterprise programs; development of information management and related policies and procedures; creation of retention schedules; on- and off-site storage considerations, including outsourcing, process improvements, evaluation, and implementation of technology solutions; and the disposition of information for dissolved entities. Isaacs has been an active member of ARMA International since 2004, and currently serves as a board member for its Greater Washington, D.C., Chapter.
Bennett B. Borden at Williams Mullen and chairs its Electronic Discovery and Information Governance Section. He is Chair of the Cloud Computing Committee and Vice Chair of the E-discovery and Digital Evidence Committee of the ABA, and Editor-in-Chief of The Sedona Conference’s Cloud Computing Commentary. He is involved in several thought leadership groups and is a guest lecturer on e-Discovery and Information Governance at the Georgetown University Law Center, the University of Virginia Law School, and the University of Maryland College of Information Studies.
Joy Heath Rush is the director of enterprise multimedia services at Sidley Austin LLP with 18 offices worldwide. In this capacity, she is responsible for audiovisual, presentation, and videoconferencing technology. She is currently International Legal Technology Association’s (ILTA) strategic relationship liaison for Autonomy iManage. Rush serves on the steering committees for the Desktop Applications Peer Group and for INSIGHT, ILTA’s award-winning United Kingdom educational event, and is a past ILTA president. She previously served as peer group liaison to ILTA’s board of directors, ILTA board secretary, and ILTA’s Microsoft special interest group chair. Rush is a frequent speaker and writer on legal technology issues and was named ILTA’s Communications Technologies Champion for 2011.
Doug Smith has been managing records for Wiley Rein for over 20 years. He has worked extensively with legal and administrative staff to develop systems to ensure the efficient, effective and compliant handling of firm’s records. He has spoken locally and nationally about the records management role in litigation support and e-discovery preparation for records managers. Doug has assisted with ARMA Guidelines and ANSI standards dealing with managing electronic messages as records, RIM/IT relations and co-led the latest revision of the ARMA Glossary with Leigh Isaacs.
Brian McCauley, CRM, is the director of information governance and records management for the law firm of McDermott, Will & Emery LLP. A majority of his more than 32 years in the records and information management industry has been spent in the offices of five national law firms complemented by four years of federal service at a bureau within the Department of the Interior. McCauley’s experience includes records management software development; staff workflow and vendor relationship efficiencies; and collaboration with the National Archives on a functional retention schedule pilot program. He has been a member of ARMA International since 1986.
Carolyn Casey, Esq., Sr. Manager, Legal Vertical, Iron Mountain, has more than 25 years of experience in law, technology, and global marketing. She specializes in law firm information management, governance strategies, and e-discovery. Prior to Iron Mountain, Casey practiced law at Brobeck, Phleger & Harrison in San Francisco. She holds a bachelor’s degree from Stanford University and a juris doctor degree from American University.
Rick Varju has been with Foley & Lardner for 14 years and is responsible for the firm’s two national data centers, all messaging, WAN/LAN/wireless, telephony, security, database administration, servers, storage, data protection, remote access, desktop management, virtualization infrastructure and all national engineering staff. Rick is a member of Foley’s technology leadership team and also serves on the firm’s Data Privacy, Security and Compliance Committee.