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
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Welcome Reception Shangri-La Hotel
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
5:30 – 8:30pm
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Networking Dinner To be Announced
NETWORKING DINNER
Thursday, November 9
End our first day together with a cocktail followed by a delicious full-service dinner. Stay tuned to our blog for details!
LOCATION TO BE ANNOUNCED 5:30 – 9:00pm
CPD accreditation for Technology in Practice 2017 sessions is pending and will be announced on the blog or via email. Subscribe to stay informed. 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
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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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
Eric P. Mandel, Director, Solutions Architecture, eDiscovery, Ricoh USA (M)
One Size Does Not Fit All10:00am – 11:00am -
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, Dyke Center on Law & Technology Associate Clinical Professor of Law, Duke University School of Law
Eric P. Mandel, Director, Solutions Architecture, eDiscovery, Ricoh eDiscovery US (M)
Pillars of Tomorrow10:00am – 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
Evening the Playing Field10:00am – 11:00am -
Session and speaker details to be announced...
Technology Workshop10:00am – 11:00am
11:00am – 11:10am | QUICK SESSION TRANSFER
EDISCOVERY & BEYOND
CONNECTING TO THE FUTURE
IN THE TRENCHES
TECHNOLOGY SHOWCASE
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A Judges' Perspective on Critical eDiscovery Issues. Join us to hear firsthand an inquiry into critical, emerging issues in eDiscovery: How are changes to the rules in various jurisdictions redefining proportionality and relevance? How does our approach need to change? What is the impact on cross-border matters? What will be considered proportional and defensible as we move forward? What is case law telling us about these shifts? Where are we headed and what questions remain unanswered?
Hon. Andrew J. Peck, Director, United States Magistrate Judge, United States District Court
Justice Fred Myers, Judge, Ontario Superior Court of Justice
Chris Dale, Independent Legal Services Professional, e-Disclosure Information Project (M)
A Motion for Change11:10am - 12:10pm -
Session and speaker details to be announced...
Session To Be Announced11:10am - 12:10pm -
Session and speaker details to be announced...
Session To Be Announced11:10am - 12:10pm -
Session and speaker details to be announced...
Technology Workshop11:10am - 12:10pm
12:10 – 1:10pm | LUNCH
EDISCOVERY & BEYOND
CONNECTING TO THE FUTURE
IN THE TRENCHES
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, Exec. Director, Privacy & Big Data Institute, Ryerson University
Jeff Ward, Director, Duke Center on Law & Technology Associate Clinical Professor of Law, Duke University School of Law
Imran Ahmad, Partner, Miller Thomson LLP
Michael Power, Managing Director, Privacy, Valencia IIP Advisors Limited
Eric P. Mandel, Director, Solutions Architecture, eDiscovery, Ricoh USA
The GDPR Effect1:10pm - 2:00pm -
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 Legal
Andrea Williams, VP, Technology & Emerging Solutions, Commonwealth Legal (M)
Collect in the AM, Review in the PM1:10pm - 2:00pm -
Strategies for Construction Litigation. Construction matters present unique challenges in managing eDiscovery and standard approaches can often backfire and increase costs. In this session, gain insight into some customized strategies and evolving practices that will build a better case for optimizing your technology.
Yvette Bula, Senior Director, Operations, Commonwealth Legal
Zoya Gorbachova, Director, Project Management Solutions, Commonwealth Legal
Blueprints for Success1:10pm - 2:00pm -
Session and speaker details to be announced...
Technology Workshop1:10pm - 2:00pm
2:00 – 2:10pm | QUICK SESSION TRANSFER
EDISCOVERY & BEYOND
CONNECTING TO THE FUTURE
IN THE TRENCHES
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, Director, United States Magistrate Judge, United States District Court
Chris Dale, Independent Legal Services Professional, e-Disclosure Information Project
Maura Grossman, Research Professor, University of Waterloo
TAR Trends Around the World2:10pm - 2:55pm -
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.
Mary Mack, Executive Director, ACEDs
Richard Wessel, Discovery Technology Consultant, Commonwealth Legal
Natasha Doucas, Director of Client Solutions, Commonwealth Legal (M)
Practice Makes Perfect2:10pm - 2:55pm -
Strategies and Realities. The process of launching a class action presents unique challenges for managing eDiscovery in a seamless and effective manner. Join us to explore what is considered proportional and reasonable and how to mitigate the necessary costs of preservation.
Dawn Sullivan, Associate, Siskinds LLP
Andrea Williams, VP, Technology & Emerging Solutions, Commonwealth Legal
Zoya Gorbachova, Director, Project Management Solutions, Commonwealth Legal
Class Actions in Action2:10pm - 2:55pm -
Session and speaker details to be announced...
Technology Workshop2:10pm - 2:55pm
2:55 – 3:10pm | COFFEE BREAK
EDISCOVERY & BEYOND
CONNECTING TO THE FUTURE
IN THE TRENCHES
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, Director, Solutions Architecture, eDiscovery, Ricoh USA
The Fitbyte Revolution3:10pm - 4:00pm -
ISO for eDiscovery is Here. This session explores the latest updates on the nature and scope of the new operational standards for eDiscovery coming from the International Standards Organization (ISO). Which evidence management practices will be impacted and what does this mean for in-house and vendor operations? What best practices are anticipated to emerge around data management and security and spoliation. Learn how to align your operation to these pending standards and be one of the first to certify and differentiate your organization.
Kelly Friedman, Partner, DLA Piper
Chris Plauschinn, Sr. Director, IT Infrastructure & Enterprise Software, Commonwealth Legal
Craig Walsh, Solutions Engineer, Commonwealth Legal
Reining in the Wild Frontier3:10pm - 4:00pm -
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
Passing the Torch3:10pm - 4:10pm -
Session and speaker details to be announced...
Technology Workshop3:10pm - 4:10pm
4:00 – 4:10pm | QUICK SESSION TRANSFER
EDISCOVERY & BEYOND
CONNECTING TO THE FUTURE
IN THE TRENCHES
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
Sean Lynch, Manager, Legal Solutions, Commonwealth Legal
Yvette Bula, Senior Director, Operations, Commonwealth Legal
John Thacher, Director, EDiscovery Managed Review Services, Ricoh Legal
Hands On, Eyes Off4:10pm - 5:00pm -
Session and speaker details to be announced...
Session To Be Announced4:10pm - 5:00pm -
Top 10 Data Mining Mantras. Managing even the average database today is a multi-faceted exercise as it requires the need to balance efficiency and cost-effective discovery with full disclosure. During this session, learn key strategies for gaining insight into your data, ensuring data has not been missed at the collection stage, and promoting a more proactive approach to your case strategy. See firsthand how understanding the composition of your data enables you to leverage and optimize workflows that set the stage for a more streamlined and efficient review process.
Yvette Bula, Senior Director, Operations, Commonwealth Legal
Drilling for Gold4:10pm - 5:00pm -
Session and speaker details to be announced...
Technology Workshop4:10pm - 5:00pm
5:30 – 9:00pm | NETWORKING DINNER | Location to be announced
Friday, November 10
7:30 – 12:30pm | TECHNOLOGY SHOWCASE & REGISTRATION
7:30 – 8:45am | BREAKFAST
8:45 – 9:00am | MORNING REMARKS
9:00 – 10:30am | FRIDAY KEYNOTE PRESENTATION | MAIN BALLROOM
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Mike WalshFuturist and Business Strategist
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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
10:30 – 10:45am | 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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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.
Mary Mack, Executive Director, ACEDs
Tiana Van Dyk, Manager, Litigation Support & eDiscovery, Burnet Duckworth and Palmer LLP
Andrea Williams, VP, Technology & Emerging Solutions, Commonwealth Legal
Partnering for Success10:45am - 11:45am -
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
Ground Control10:45am - 11:45am -
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 Borstal, Director, Discovery Solutions, Commonwealth Legal
Seth Magaw, Director Of eDiscovery Client Services, Ricoh Americas Corporation
Tips from the Pit Stop10:45am - 11:45am -
Session and speaker details to be announced...
Technology Workshop10:45am - 11:45am
11:45am – 1:00pm | LUNCH | 6th Floor Foyer
EDISCOVERY & BEYOND
CONNECTING TO THE FUTURE
IN THE TRENCHES
TECHNOLOGY SHOWCASE
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Managing Client Expectations About eDiscovery. We have over a decade of eDiscovery behind us, yet we still find challenges in managing costs and timelines and conveying the value of key decisions in the eDiscovery process. As the old adage goes, "if you can't measure it, you can't manage it". During this interactive session, learn the new metrics of eDiscovery and the accompanying strategies that will give you and your client more confidence in the eDiscovery process. Our panel of seasoned professionals will identify typical stumbling blocks, the realities and detours that impede the effective management of large, complex cases, how to anticipate variables and control the "controllables" to deliver greater value to your client.
Andrea Williams, VP, Technology & Emerging Solutions, Commonwealth Legal
Michael Truelove, Senior eDiscovery Engineer, Commonwealth Legal
Yvette Bula, Senior Director, Operations, Commonwealth Legal
Zoya Gorbachova, Director, Project Management Solutions, Commonwealth Legal
David or Goliath1:00pm - 1:50pm -
The New Frontier for Lawyers. In today’s business operations, the creation of a security strategy is critical to a business’ ability to protect and harness their most valuable asset – information. We see this first hand as one of the fastest growing areas of litigation is data breech. As legal professionals, how do we navigate these complexities when there is no one-size fits all formula? What opportunities are there to advance your career and differentiate your firm? Hear from a well-rounded panel of experts to better understand the delicate balance between security, risk and business performance. Where do you begin to educate yourself and what programs and certifications are available that will soon become part of lawyers’ core competency.
Mary Mack, Executive Director, ACEDs
Jared Coseglia, Founder & CEO, TRU Staffing Partners, Inc.
Guardians of the Info Galaxy1:00pm - 1:50pm -
Today's Analytics Standards at a Glance. The underlying value and simplicity of TAR often escapes us as we struggle to align it to our current practices. Join us to gauge your team's TAR-IQ using a number of case studies that reveal how analytics and TAR are actually being used today. What are the different use cases and applications and at what phase can you apply them? What questions do you need to ask to determine if your matter is TAR-friendly? Identify entry points for expediting the adoption of TAR on your legal team and learn how to explain the value and approach in a simple and meaningful way.
Jessica Lockett, Director, Legal Solutions, Commonwealth Legal
Yvette Bula, Senior Director, Operations, Commonwealth Legal
John Thacher, Director, eDiscovery Managed Review Services, Ricoh Legal
Through the Looking Glass1:00pm - 1:50pm -
Session and speaker details to be announced...
Technology Workshop1:00pm - 1:50pm
1:50 – 2:00pm | QUICK SESSION TRANSFER
EDISCOVERY & BEYOND
CONNECTING TO THE FUTURE
IN THE TRENCHES
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
The Robot Effect2:00pm - 3:00pm -
Session and speaker details to be announced...
Session To Be Announced2:00pm - 3:00pm -
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
Orchestrating Perfection2:00pm - 3:00pm -
Session and speaker details to be announced...
Technology Workshop2:00pm - 3:00pm
3:00 – 3:15pm | CONFERENCE WRAP UP & PRIZE DRAW | Main Ballroom