Inspired by a new location, we are in the midst of designing a program that will not disappoint. Expect announcements the end of June. Subscribe by email or to the blog for updates.
2017 Program
WELCOME RECEPTION
Wednesday, November 8
Get to know your fellow attendees, speakers and sponsors while enjoying a cocktail and some delicious appetizers.
SHANGRI-LA HOTEL, TORONTO Museum Room, 3rd Floor 5:30 – 8:30pm
NETWORKING DINNER
Thursday, November 9
End our first day together with a cocktail followed by a delicious full-service dinner at Little Anthony’s restaurant.
LITTLE ANTHONY’S, TORONTO 121 Richmond Street West 5:30 – 9:00pm

Technology in Practice 2017 is CPD accredited. All sessions can be used by counsel toward Substantive Hours. See individual sessions for the number of Professionalism hours allocated. Please note that if a licensee attends a session, s/he can only use that session for one type of credit: Substantive OR Professionalism, but not both. Program is subject to change without notice.
Thursday, November 9
7:30 – 5:30pm | TECHNOLOGY SHOWCASE & REGISTRATION
7:30 – 8:30am | BREAKFAST
8:30 – 8:45am | WELCOME & OPENING REMARKS
8:45 – 9:45am | OPENING KEYNOTE PRESENTATION | MAIN BALLROOM
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From Fountain Pens to Automated Expertise. With hindsight, we can now see that eDiscovery was merely a precursor to a more comprehensive interfacing of technology with the practice of law. With all of the change around us, it is often difficult to imagine what the legal profession will even look like just a few years from now.
But what if the tidal wave of technological innovation that is upon us actually changed things for the better? Could our career activities not only be more efficient and effective but more fulfilling? Is Artificial Intelligence the most natural thing that could come into play in a profession steeped in tradition?
Once considered a “nice to have”, technology is fast becoming the underpinning of how law firms operate, service their clients and compete in the marketplace. Join us for an inspiring glimpse into how a leading Irish law firm, on the cutting edge of legal services delivery, brought an entrepreneurial vision to international market leadership.
Be prepared to be inspired and empowered to take your firm forward.
Karyn Harty, Senior Partner, McCann FitzGerald
Thomas Connor, Data Investigations Technical Specialist, McCann FitzGerald
9:45 – 10:00am | COFFEE BREAK
MAIN BALLROOM
EDISCOVERY & BEYOND
MUSEUM ROOM
CONNECTING TO THE FUTURE
ROSEDALE ROOM
IN THE TRENCHES
SCREENING ROOM
TECHNOLOGY SHOWCASE
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Ripple or Tsunami? It is anticipated that the European Unions’ General Data Protection Regulation (GDPR) will have a significant impact beyond the EU individuals it is designed to protect. This session will explore the practical implications on North American shores and identify immediate responsibilities that will need to be addressed. Learn more about Privacy and Data Protection by Design and understand the underlying tensions between cybersecurity and principals of privacy and what they mean for your approach to eDiscovery.
Dr. Ann Cavoukian, Distinguished Expert-in-Residence, leading the Privacy by Design Centre of Excellence, Ryerson University
Imran Ahmad, Partner, Miller Thomson LLP
Laia Bertran Manyé, Attorney and Privacy Fellow, Duke University School of Law
Jeff Ward, Director, Duke Center on Law & Technology Associate Clinical Professor of Law, Duke University School of Law (M)
The GDPR EffectThursday 10:00am - 11:00am -
Strategies for Right-Sizing your Information Governance Framework. In theory, the easiest data to mine is your own, so what is all the fuss about? Learn where your organization sits in terms of its IG maturity and what entry points will have the greatest impact on your program. How do you overlay the privacy context? How do you navigate the security parameters surrounding databases? And where does AI fit in? Walk away with practical entry points and strategies to expedite your IG initiative.
Mary Mack, Executive Director, ACEDs
Michael Power, Managing Director, Privacy, Valencia IIP Advisors Limited
Anna Simpson, Global Technical Lead - Information Intelligence, Veritas
Eric P. Mandel, Vice President, Information Governance & Cyber Security Strategy, Ricoh USA (M)
One Size Does Not Fit AllThursday 10:00 – 11:00am -
Small Firm Forum. eDiscovery is emerging as a standard in small cases and with small firms. What unique needs and strategies are present for approaching cases, forming a technology strategy and competing on large files? Learn how to “right-size” your approach to eDiscovery to manage costs and scope in line with client needs, differentiate your firm and win in new arenas. Our experienced panel will share solutions and case studies to help you frame and launch your firm's eDiscovery Strategy.
Matthew Gottlieb, Partner, Lax O’Sullivan Lisus Gottlieb LLP
Ewan Christie, Associate, Levitt LLP
James A. LeBer, Managing Partner, Advocates LLP
Lisa Evenson, Paralegal/eDiscovery Specialist, Harper Grey LLP
Sean Lynch, Manager- Legal Solutions, Commonwealth Legal (M)
This session contains 1 Professionalism Hour.Evening the Playing FieldThursday 10:00 – 11:00am -
Of course, you need to respond to discovery requests. While you're at it, why not get to the facts of the matter and develop your story? It's easier than you think. Ian Campbell, CEO of iCONECT Development, will share best practices for how to apply 10 analytics tools, individually or collectively, to drill into the content and extract the facts and the story.
Sponsored and Presented by iCONECT
What Story Does Your Data Tell?Thursday 10:00 – 11:00am
11:00am – 11:10am | QUICK SESSION TRANSFER
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A Judges' Perspective on Critical eDiscovery Issues. This timely session will provide a judge's perspectives on critical issues in eDiscovery and how changes to the rules in various jurisdictions are redefining issues surrounding proportionality and relevance. The panel will consider what emerging case law is telling us and where these shifts are taking us - north and south of the border.
Hon. Andrew J. Peck, United States Magistrate Judge, United States District Court
Justice Fred Myers, Judge, Ontario Superior Court of Justice
Chris Dale, Independent Legal Services Professional, eDisclosure Information Project (M)
A Motion for ChangeThursday 11:10am - 12:10pm -
Taking Relativity into 5th Gear. For many, the experience of Relativity is akin to driving a Porsche in first gear. In this session, our leading team of experts give an overview of the critical capabilities you may be missing out on and provides a series of succinct, yet powerful tips and tricks for bringing your technology to life -- and demonstrating value to your team and client. Learn how to take your practice to the next level, make the discovery process more efficient, reduce costs and make the end result more predictable.
Yvette Bula, Senior Director, Operations, Commonwealth Legal
Roland von Borstel, Director, Discovery Solutions, Commonwealth Legal
Seth Magaw, Director Of eDiscovery Client Services, Ricoh eDiscovery US
This session contains 1 Professionalism Hour.Tips from the Pit StopThursday 11:10am - 12:10pm
12:10 – 1:10pm | LUNCH | 3rd Floor Foyer
MAIN BALLROOM
EDISCOVERY & BEYOND
MUSEUM ROOM
CONNECTING TO THE FUTURE
ROSEDALE ROOM
IN THE TRENCHES
SCREENING ROOM
TECHNOLOGY SHOWCASE
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A Non-Linear Approach to Change. Learn about the latest case law on Technology Assisted Review (TAR) from around the world. Our panel will define what TAR is and is not as well as review the scientific evidence for TAR. Learn what international influences and standards are emerging and what can be learned from other jurisdictions. What is the role of lawyers, corporate counsel and judges in this change process? Don’t miss this interactive session to understand the direct impact on your practice in the not-so-distant future.
Hon. Andrew J. Peck, United States Magistrate Judge, United States District Court
Chris Dale, Independent Legal Services Professional, eDisclosure Information Project
Constantine Pappas, Manager, Relativity Solutions, Relativity
Maura Grossman, Research Professor, University of Waterloo
TAR Trends Around the WorldThursday 1:10 - 2:00pm -
Career Strategies in eDiscovery. The shortage of resources and talent in our industry is not a new issue but as our industry matures there are proven models and strategies coming to the fore. In this open, Q&A style session we will discuss strategies for mitigating the talent drain and knowledge gap, especially as some of our pioneers reach retirement. Join us to take a closer look at the ACEDs mentoring program and review big topics such as managing up, elevating your profile, the value of lateral career moves and becoming an intrapreneur!
Mary Mack, Executive Director, ACEDs
Jared Coseglia, Founder & CEO, TRU Staffing Partners
Jamie Chan, Project Manager and Support Specialist, Commonwealth Legal
Passing the TorchThursday 1:10 - 2:00pm -
With recent data breaches in the news and the advent of more stringent global privacy regulations data privacy and the protection of personal data have never been more top of mind, as both consumers and as businesses. As we create more and more content, and store and share data across multiple systems how can we protect personal data if we don’t know where it is? Join us to understand how you can leverage technology to drive stronger business processes and governance to help you and your clients in the identification and protection of sensitive and personal data.
Sponsored and Presented by FileFacets
Technology, Data Identification & Protection for GDPRThursday 1:10pm - 2:00pm
2:00 – 2:10pm | QUICK SESSION TRANSFER
MAIN BALLROOM
EDISCOVERY & BEYOND
MUSEUM ROOM
CONNECTING TO THE FUTURE
ROSEDALE ROOM
IN THE TRENCHES
SCREENING ROOM
TECHNOLOGY SHOWCASE
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The Impenetrable Topic. Cyber breaches are now a fact of life for business. Is your company ready for a cyberattack? Are you covering the bases with your clients? In this session we’ll give you an overview of recent incidents and the emerging nature of cyber risk and what it means for counsel—in-house and external—advising clients on how to manage cyber risk, weather successful cyberattacks, and defend the litigation that may follow. Get a glimpse of what educational and professional opportunities are emerging to enhance the core competency of lawyers. And most importantly, walk away with a practical list of do’s and dont’s. Join this open conversation to have your key questions answered before it is too late.
Brent Arnold, Partner, Gowling WLG
Jared Coseglia, Founder & CEO, TRU Staffing Partners
Sandy Boucher, Senior Investigator, Grant Thorton LLP
Chris Plauschinn, Sr. Director, IT Infrastructure & Enterprise Software, Commonwealth Legal
CybersecurityThursday 2:10 - 2:55pm -
How Law Firms are Aligning with Vendors to Win & Retain Clients. Corporate clients are increasingly asking their firms to formally map out their eDiscovery capabilities. A critical aspect of this exercise is determining where the firm's services begin and end and how and when vendors align. Whether firms are posturing for work on a given matter or for standard services on an MSA, demonstrating the ability to architect a differentiating technology solution and approach will be critical. During this session, hear from an experienced panel of experts on key learnings and strategies for talking to clients about eDiscovery and positioning your firm's capabilities in line with emerging market needs.
Tiana Van Dyk, Manager, Litigation Support & eDiscovery, Burnet Duckworth and Palmer LLP
Partnering for SuccessThursday 2:10 - 2:55pm -
Decisions, decisions…..desktop or web? Should I use SE for this case or is Eclipse the right tool? There are multiple factors to consider when choosing the right tool for the right job. There are times when a combination of both tools is necessary to meet the demands and complexity for a given case. Join this open discussion to understand the considerations in making the best decision for your case.
Sponsored and Presented by Ipro
The Right Tool for the Right JobThursday 2:10 - 2:55pm
2:55 – 3:10pm | COFFEE BREAK
MAIN BALLROOM
EDISCOVERY & BEYOND
MUSEUM ROOM
CONNECTING TO THE FUTURE
ROSEDALE ROOM
IN THE TRENCHES
SCREENING ROOM
TECHNOLOGY SHOWCASE
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Dealing with Disparate Data. The cloud, mobile devices, social media and the Internet of Things are increasingly omnipresent in our personal and business lives. Gone are the days of simply “grabbing” data off your server which presents unique opportunities and challenges for accessing, collecting and managing critical evidence across databases and borders. This session will review key strategies and tactics to deal with preservation, security and production issues in this new era.
Imran Ahmad, Partner, Miller Thomson LLP
Antigone G. Peyton, Chair, Intellectual Property and Technology Law, Protorae Law PLLC
Eric P. Mandel, Vice President, Information Governance & Cyber Security Strategy, Ricoh eDiscovery US (M)
Dave W. Hendershott, Director of Computer Forensics, Ricoh USA
This session contains 45 minutes of Professionalism Content.The Fitbyte RevolutionThursday 3:10 - 4:00pm -
Top 10 Tips for eDiscovery Readiness. As we move further upstream in the discovery process there are a large number of stakeholders and business considerations at hand. This practical session highlights how to leverage the convergence of IG and eDiscovery to jump start your organization's eDiscovery Readiness Program.
Richard Wessel, Discovery Technology Consultant, Commonwealth Legal
Natasha Doucas, Director of Client Solutions, Commonwealth Legal (M)
Practice Makes PerfectThursday 3:10 - 4:00pm -
The newly released Ringtail 9.2 raises the bar in e-discovery visual analytics giving legal teams the ability to view communication flow between organizations and parties with what is called Social Network Analytics. Designed to work independently or in unison with Ringtail's Document Mapper, Social Network Analytics gives Ringtail users a dedicated and preconfigured investigation workspace where with just a few clicks, the question of who knew what and when can be answered. Learn how you can leverage Social Network Analytics to strengthen your legal team’s investigatory capabilities by attending this session.
Sponsored and Presented by Ringtail
Powering Investigations Through Advanced Visual AnalyticsThursday 3:10 - 4:00pm
4:00 – 4:10pm | QUICK SESSION TRANSFER
MAIN BALLROOM
EDISCOVERY & BEYOND
MUSEUM ROOM
CONNECTING TO THE FUTURE
ROSEDALE ROOM
IN THE TRENCHES
SCREENING ROOM
TECHNOLOGY SHOWCASE
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The New Standard for Document Review. We are at a tipping point when it comes to reinventing review and abolishing its status as the most expensive phase of the EDRM. New developments in standard approaches to review are opening up possibilities for a true paradigm shift: What if you only had to review relevant documents and could accomplish better results at a fraction of the cost? During this session, we will reveal how to get to the 15% of the collection that we typically produce, FASTER. Gain insight into how to merge these advancements with traditional approaches.
Jessica Lockett, Director, Legal Solutions, Commonwealth Legal
Kate Harrison, Litigation Support Coordinator, DLA Piper (Canada) LLP
Yvette Bula, Senior Director, Operations, Commonwealth Legal
John Thacher, Director, eDiscovery Managed Review Services, Ricoh eDiscovery US
Hands On, Eyes OffThursday 4:10 - 5:00pm -
Intelligent eDiscovery is Here. Automation is upon us and technology is making what was once impossible, possible. Get inside the minds of eDiscovery gurus and go beyond best practices to learn how to engineer an “Intelligent” technology portfolio and workflows to deliver predictable and reliable results that will save you time and money.
Michael Truelove, Senior eDiscovery Engineer, Commonwealth Legal
Dave W. Hendershott, Director of Computer Forensics, Ricoh eDiscovery US
Esther Labindao, Director, Client Services, Commonwealth Legal
Andrea Williams, VP, Technology & Emerging Solutions, Commonwealth Legal (M)
This session contains 45 minutes of Professionalism Content.Collect in the AM, Review in the PMThursday 4:10 - 5:00pm -
GDPR and the changing regulatory landscape requires a more integrated approach to information management, governance and eDiscovery. Alignment of processes such as information mapping, classification, retention and discovery need to connect organisationally in order to manage the current landscape. Join us to see firsthand how Veritas Information Map, Data Insight, Enterprise Vault and eDiscovery Platform integrate to provide maximum efficiencies when responding to discovery requests.
Sponsored and Presented by Veritas
Creating an Effective Framework for Regulatory MattersThursday 4:10 - 5:00pm
5:30 – 9:00pm | NETWORKING DINNER | Little Anthony’s, Toronto
Friday, November 10
7:30 – 12:30pm | TECHNOLOGY SHOWCASE & REGISTRATION
7:30 – 8:45am | BREAKFAST
8:45 – 9:00am | MORNING REMARKS
9:00 – 10:15am | FRIDAY KEYNOTE PRESENTATION | MAIN BALLROOM
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We live in an age of wonder – cars that drive themselves, platforms that anticipate our needs, and robots capable of everything from advanced manufacturing to complex surgery. Automation, algorithms and AI are transforming not only business, but every facet of daily life. While many fear that robots will take their jobs, the rise of machine intelligence begs a more important question: what is the true potential of human intelligence in the 21st century?
In this inspiring keynote, Mike Walsh, futurist and author of ‘The Dictionary Of Dangerous Ideas’ will present a vivid portrait of a brave new world orchestrated by machines that think, and outline how tomorrow’s leaders can upgrade their capabilities to survive and thrive in an age of accelerating technology.
Audiences will walk away with an insight into the companies, technologies and global forces shaping the age of machine intelligence, as well as a set of tailored next actions on how to redesign their organizations, re-imagine their roles and reinvent the way they make decisions.
Mike Walsh, Futurist and Global Strategist
10:15 – 10:30am | COFFEE BREAK
MAIN BALLROOM
EDISCOVERY & BEYOND
MUSEUM ROOM
CONNECTING TO THE FUTURE
ROSEDALE ROOM
IN THE TRENCHES
SCREENING ROOM
TECHNOLOGY SHOWCASE
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Have you ever wanted to understand the nuances of eDiscovery better? Wondered what lay behind the black box and why those data issues and variables continue to show up on your case? Or maybe you have a question that seems too simple to ask aloud. Join us to submit anonymous questions for our ready panel of technology experts and walk away with in the trenches knowledge and confidence.
Michael Truelove, Senior eDiscovery Engineer, Commonwealth Legal
Roland von Borstel, Director, Discovery Solutions, Commonwealth Legal
Yvette Bula, Senior Director, Operations, Commonwealth Legal
Seth Magaw, Director Of eDiscovery Client Services, Ricoh eDiscovery US
Andrea Williams, VP, Technology & Emerging Solutions, Commonwealth Legal (M)
Ask AnythingFriday 10:30 - 11:30am -
The Corporate Litsupport Department has Landed. As data discovery moves further upstream, the functional execution of eDiscovery is moving increasingly behind corporate walls. Rather than reinvent the wheel on what has become a core service of law firms, many corporations are looking to enhance and in some cases reinvent the eDiscovery process as it stands today. What do you need to become a world class eDiscovery operation? Join us to explore the practical implications of these shifts on internal and external stakeholder groups.
Mary Mack, Executive Director, ACEDs
Kate Sokolan, Litigation Paralegal, TELUS Legal Services
Zoya Gorbachova, Director, Project Management Solutions, Commonwealth Legal (M)
Ground ControlFriday 10:30 - 11:30am -
These days, everyone wants the ability to go hands on with technology. In this session, learn how Ipro has simplified this process and has reduced risk associated with do-it-yourself practices. How much time, labour and cost could be saved if users were able to upload their own data to your platform? What efficiencies could you gain through prebuilt, case-level processing and review templates instead of starting from scratch each time? When is it appropriate to use a self-service model instead of traditional eDiscovery methods, and what are the pros and cons? When do you involve your service provider? Should you use Desktop Streaming? Join us to explore questions like these and to understand the ever-changing landscape of Ipro’s DIY model.
Sponsored and Presented by Ipro
Boost your Practice & Understand Ipro’s DIY ModelFriday 10:30 - 11:30am
11:30am – 12:30pm | LUNCH | 3rd Floor Foyer
MAIN BALLROOM
EDISCOVERY & BEYOND
MUSEUM ROOM
CONNECTING TO THE FUTURE
ROSEDALE ROOM
IN THE TRENCHES
SCREENING ROOM
TECHNOLOGY SHOWCASE
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A Past, Present and Future Look at Managing Big Cases. This unique session will dissect the leading edge practices on a major Canadian eDiscovery case from only three years ago - with the added lens of what that case might look like today - and in another three years. Join us to take a tour through the evolving EDRM life-cycle: what scoping, assessment and automation would be applied at each point in time? What technology and workflows have emerged to better able the costs and outcomes on the biggest of cases that continue to push our capabilities and define our practices.
Andrea Williams, VP, Technology & Emerging Solutions, Commonwealth Legal
Constantine Pappas, Manager, Relativity Solutions, Relativity
Yvette Bula, Senior Director, Operations, Commonwealth Legal
Peter Ruby, Partner, Goodmans LLP
Snapshot in TimeFriday 12:30 - 1:30pm -
How eDiscovery is Reshaping the Practice of Law. It wasn’t long ago eDiscovery was a blip on the radar of most lawyers. The exponential growth of eDiscovery has been directly correlated with tectonic shifts in the global economy alongside new technology innovations creating a tsunami of data. We all sense that traditional practices are being eclipsed on some level but it is still hard to connect all the dots; the question on everyone’s mind is where is this all heading? Join this engaging panel to learn more about the emerging trends contributing to the evolution and maturation of our industry. What special initiatives are underway in industry associations and educational bodies and what picture do they paint for the practice of law in the not-so-distant future? As the demand for value has placed greater scrutiny upon the practice of law, what service delivery models will be expected and what will be the defining hallmarks of success for clients and law firms alike? Learn what steps you can take to be proactive and get ahead of the curve in transforming your day-to-day practice.
Mary Mack, Executive Director, ACEDS
David Kinnear, Chief Executive Officer, High Performance Counsel
Jeff Ward, Director, Duke Center on Law & Technology Associate Clinical Professor of Law, Duke University School of Law
Eric P. Mandel, Vice President, Information Governance & Cyber Security Strategy, Ricoh USA
Pillars of TomorrowFriday 12:30 - 1:30pm -
OnDemand access to eDiscovery in the cloud is redefining the industry with unparalleled simplicity and control including the added benefit of real-time dashboards and status updates on your data. Learn how you can navigate eDiscovery with unprecedented efficiency and cost savings and explore the impact OnDemand will have on your operations.
Sponsored and Presented by Venio
The Evolution of eDiscovery to the CloudFriday 12:30 - 1:30pm
1:30 – 1:45pm | QUICK SESSION TRANSFER
MAIN BALLROOM
EDISCOVERY & BEYOND
MUSEUM ROOM
CONNECTING TO THE FUTURE
ROSEDALE ROOM
IN THE TRENCHES
SCREENING ROOM
TECHNOLOGY SHOWCASE
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How Technology is Calling for a more Human Lawyer. As technology infiltrates the traditional practice of law, one unanticipated side effect is the fact that lawyers are being called upon to round out their "soft" skills and capabilities. Join this dynamic panel to learn more about what is changing and why adapting in the short term will have such a profound impact on professional success.
Fernando Garcia, General Counsel, Nissan Canada Inc. and Infiniti Canada
Mary Mack, Executive Director, ACEDs
David Kinnear, Chief Executive Officer, High Performance Counsel
Chris Dale, Independent Legal Services Professional, e-Disclosure Information Project (M)
This session contains 1 Professionalism Hour.The Robot EffectFriday 1:45 - 2:45pm -
Changing Production Standards. As data and the discovery process itself continues to evolve, there is also emerging a need to reinvent the production of evidence. Our experienced panel will share their insights into the art and science of orchestrating today’s productions. We will examine key strategies, alternate approaches, the role of TAR and how to motivate lawyers, once and for all, to establish unilateral discussions regarding scope and production format.
Tiana Van Dyk, Manager, Litigation Support & eDiscovery, Burnet Duckworth and Palmer LLP
Tanya Barbiero, Manager of Litigation Technology, Davies
Rachel Barnes, Litigation Paralegal & Application Specialist, McInnes Cooper
Zoya Gorbachova, Director, Project Management Solutions, Commonwealth Legal (M)
Orchestrating PerfectionFriday 1:45 - 2:45pm -
This hands-on workshop is designed to help attorneys use text analytics to explore and assess case documents, improve efficiency and streamline review, and construct searches to find documents you might have missed via more traditional means. You’ll leave with a better understanding of how to use a variety of simple and powerful text analytics capabilities to obtain results that would have otherwise been next to impossible, and how to apply them to your projects.
Sponsored and Presented by Relativity
Analytics for LawyersFriday 1:45 - 2:45pm
2:45 – 3:00pm | CONFERENCE WRAP UP & DOOR PRIZES | MUSEUM ROOM