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WEDNESDAY KEYNOTE

Ralph Losey

Shareholder and National eDiscovery Counsel, Jackson Lewis P.C.

Ralph Losey is the National eDiscovery Counsel for Jackson Lewis P.C., a US labor and employment law firm with over 800 attorneys in 52 offices throughout the United States and Puerto Rico. Since 2006, Mr. Losey has dedicated his law practice to ediscovery-related topics and has experience in Commercial Litigation as a practicing lawyer since 1980. He is an author and frequent speaker at ediscovery CLEs around the world, and is a leading contributor in the field of legal search, including recent landmark decisions on the use of predictive coding, and scientific experiments testing various predictive coding methodologies.

Sessions:
The Transformation of your Practice: Looking into the Crystal Ball
Predictions on Predictive Coding

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THURSDAY KEYNOTE

Mike Lipkin

Founder and CEO, Environics/Lipkin

Mike Lipkin is the founder and CEO of Environics/Lipkin, the Motivation Company in the Environics Research Group. His mission is to give people the insights that excite them into powerful action.

Session:
Star Power: How to Be Unstoppable Through The Nine Star Social Values

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Tom Howe

Electronic Discovery Lawyer, Howe & Associates

Tom Howe has consistently been one of the highest-rated guest speakers at previous Technology in Practice conferences due to his unique ability to teach complex technical issues in a manner that is meaningful and relevant for lawyers.

He is a regular keynote speaker at legal and technology conferences and CLE’s across the United States and Canada, and has spoken at over 50 software-programming conferences worldwide (US, Canada, Europe, Asia and Australia). He has authored five books on law and technology including Electronic Discovery Technologies: Practical Tips and Tools for Electronically Stored Information (currently revising). He has also written major software systems for ediscovery vendors, law firms, and corporate clients.

Sessions:
Smart Phones: The Evidence in Your Back Pocket
Mediating eDiscovery Disputes: A Canadian Perspective (Moderator)

George Socha

George Socha

President and Founder, Socha Consulting LLC

George Socha is the president and founder of Socha Consulting LLC, an electronic discovery consulting firm; co-founder of ABIKOS; co-founder of Apersee; and co-founder of EDRM. In 2003 he and Tom Gelbmann launched the Socha-Gelbman Electronic Discovery Survey, now Apersee (apersee.com) and in 2005 they started EDRM (edrm.net). In 2014, George and David Kittrell formed ABIKOS, an e-discovery consulting and technology firm.

Mr. Socha is an advisor and expert witness who focuses on the full range of electronic discovery activities. His clients include corporations, governmental agencies, legal vertical market software and services providers, investment firms and law firms. Before launching his consulting firm, George spent 16 years as a litigation attorney in private practice. He received his law degree from Cornell Law School and his undergraduate degree from the University of Wisconsin-Madison.

Session:
The Latest on EDRM Metrics: Trends in Proactive Cost Recovery Efforts

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Martin Tuip

Executive Director, Information Governance, ARMA International

Mr. Tuip is the Executive Director of Information Governance Products at ARMA International, where he helps organizations assess and improve their information governance programs.

With almost 20 years of IT-related experience, Mr. Tuip is widely known and well-regarded as a technical expert and speaker on information governance and archiving. In his career he has helped organizations around the globe plan and deploy large-scale enterprise messaging systems and standards and archiving environments. He is also a published author and ten-time Microsoft MVP for Exchange Server.

Sessions:
The Perfect Storm of Information Management: Data Security, Privacy and eDiscovery
Information Governance: Inherent Opportunities for Law Firms

Session Panelists

Kelly Bernard

Kelly Bernard

Manager, Legal eDiscovery, BMO Financial Group

As Manager of Legal eDiscovery at BMO Financial Group, Kelly Bernard implements strategies to maintain appropriate legal hold risk controls while also ensuring efficient and cost effective management of electronic records needed in response to litigation and/or regulatory investigations. Kelly leads an eDiscovery Team in identifying the best solutions to meet the Bank’s discovery obligations (people + process + technology).

Kelly has 20+ years of experience in litigation with a focus on cases with voluminous electronic records. She has an Honours Bachelor of Arts degree (with distinction) from the University of Toronto and has been certified as an eDiscovery Specialist. Kelly is a member of the Association of Certified eDiscovery Specialists (ACEDS) and a member of the Institute of Law Clerks of Ontario (ILCO).

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The Hon. Colin Campbell, Q.C.

Neeson Arbitration Chambers

The Hon. Colin L. Campbell, Q.C. has established his mediation, arbitration and case management practice at Neeson Arbitration Chambers following a distinguished career as litigation counsel and 15 years as a judge of the Ontario Superior Court of Justice. Prior to his appointment to the Superior Court in 1998, Colin trained and practised in both mediation and arbitration and was a bencher of the Law Society of Upper Canada.

As a judge Mr. Campbell chaired the Task Force on Discovery in Ontario and is a member of the Joint Task Force on Discovery and Trial Reform of the American College of Trial Lawyers, the Institute for Advancement of the American Legal System. Colin is a founding member of what is known as Sedona Canada and a founding Director of Pro Bono Law Ontario and a member of the Board of the Canadian Conference of Judicial Mediation.

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Dominic Desbiens

Manager, Application and Training Services, Dentons LLP

Dominic has more than 15 years’ experience in Information Technology in the legal industry. Throughout his career, he has been heavily involved in software evaluation, selection and implementation including being instrumental in the selection and deployment of numerous litigation support platforms at large Canadian and Global law firms. Dominic has a strong reputation as a dynamic and progressive leader in several areas including project management, IT Operations, Applications and Training management

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Steve Dudgeon

Project Manager, Law Group at RBC

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Mark Eklove

General Counsel and Director, Law & Privacy, Allstream

As General Counsel, Mark takes pride in being a business-minded lawyer who works collaboratively to provide clear and practical legal advice on all aspects of Allstream’s business. He and his team advise on a broad range of legal, privacy and business issues to help the company achieve its objectives in an increasingly competitive marketplace. He joined Allstream’s Law Department in 2006.

Prior to his career with Allstream, Mark held progressively senior legal positions at The Citadel General Assurance Company, ultimately serving as Counsel and Assistant Corporate Secretary. He began his career in private practice. He earned a Bachelor of Arts from York University and an LL.B. from the University of Ottawa and was admitted to the Ontario Bar in 1993.

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Martin Felsky PHD, JD

National E-Discovery Counsel, Borden Ladner Gervais

Martin Felsky is the National eDiscovery Counsel at Borden Ladner Gervais. Martin provides the leadership, supervision and coordination of ediscovery projects from inception to completion, including planning, data collection, processing, review, and quality control on a national basis.

Martin has advised clients and counsel in all types of legal proceedings including commercial litigation, class actions, arbitrations, investigations and public inquiries. Martin helped draft the Sedona Canada Principles, which are referenced in the Ontario Rules, and has worked with courts in Ontario, Nova Scotia and Manitoba to develop electronic discovery rules in civil litigation. He has recently been appointed as an auditor for the Alberta Government’s document imaging program.

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Kelly Friedman

Partner, Davis LLP

Kelly Friedman is a partner in Davis LLP’s Toronto office and is an experienced litigator with unique expertise in electronic information issues, including electronic discovery (ediscovery), data security and privacy. Kelly is known for her efficient, no-nonsense approach to problem solving and dispute resolution. In 2011, Kelly was named as one of Canadian Lawyer’s “Top 25 Most Influential Lawyers in Canada” and she is a frequent contributor to the “D: Drive”, a Davis LLP blog on “E-Discovery, Privacy and All Things Data”.

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Anne Glover

Partner, Blake Cassels and Graydon LLP

As head of the Blakes eDiscovery and Document Management team, Anne advises clients on all aspects of ediscovery and has led some of the largest and most complex document production cases in Canada. She has extensive experience dealing with the Canadian Competition Bureau and is an expert in responding to supplementary information requests (SIRs).

Anne also provides advice to clients on document management and retention issues. She helps clients determine how long they need to keep classes of documents, develop implementation plans and be “ediscovery ready” for when they need to produce documents in response to litigation or an investigation. As an advocate, Anne represents clients in court on e-discovery issues.

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David Greetham

Vice President of eDiscovery Operations, Ricoh Legal USA

David Greetham has testified as an expert on numerous occasions both nationally and internationally. Notably, David provided testimony in the landmark Coleman Holdings v Morgan Stanley case. He is a member of the Association of Certified Fraud Examiners and is a Certified Computer Crime Investigator by the High Tech Crime Network. David is a Certified Fraud Examiner and is also a former member of the Association of British Investigators and Digital Forensic Research Workshops (DFRWS). He is a frequent speaker for Bar Association meetings and continuing legal education events.

David completed his Masters of Science in Forensic Computing from Cranfield University, considered as one of the top five technical universities in the world, which is based at the Defense Academy of the United Kingdom. In addition, David is the inventor and developer of Remlox™, a patent pending, forensically sound “remote collection” tool which has already been used in 36 countries throughout the world.

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Peter Gutelius

Assistant General Counsel, Royal Bank of Canada

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Marlon Hylton

Project Management Lawyer, McCarthy Tetrault LLP/Wortzmans

Marlon Hylton is an eDiscovery and Information Governance lawyer at McCarthy Tetrault LLP. He provides advice and direction at every stage of the ediscovery process to ensure legal defensibility and to control ediscovery cost for our clients. Mr Hylton also provides legal and technical advice to our clients on defensible information governance systems, including records management, legal hold, email usage, instant messaging, social media, and other related policies.

Mr. Hylton has extensive project management experience in electronic document review initiatives, and has supervised extensive review projects, including those occurring in multiple jurisdictions. He is proficient in numerous electronic data collection and processing techniques and with multiple electronic evidence management and review tools.

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Kelly Inglese

Director, Litigation Support Services, Fasken Martineau

With more than 20 years experience in the legal industry, Kelly is using her experience to build the legal practice support group at Fasken Martineau. Kelly’s focus is on the use of technology in litigation and her current role marks the third time that she has been engaged to build a litigation practice support team in a major Canadian law firm. Her knowledge and understanding of the importance of litigation specific technology, client service and a collaborative approach to change have made her a recognized leader in the legal technology industry both in Canada and internationally.

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Monique Jilesen

Partner, Lenczner Slaght Royce Smith Griffin LLP

In her extensive litigation practice, Monique acts as counsel in highly complex proceedings – in both subject matter and legal scope – from inception through to trial. She has extensive experience in the emerging area of ediscovery, working with third-party vendors to ensure that complicated files are managed efficiently and effectively.

Monique is the Chair of the Gale Cup Moot Committee, which oversees one of Canada’s most prestigious bilingual law school mooting competitions (sponsored by Lenczner Slaght and the Canadian Bar Association). She is an adjunct Professor at Osgoode Hall Law School teaching in the Trial Advocacy program. She is a Team Leader in the Intensive Trial Advocacy program and teaches in continuing legal education programs sponsored by The Advocates’ Society.

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Jessica Kimmel

Partner, Goodmans LLP

Jessica Kimmel has significant experience in commercial disputes and class action defence work. Her expertise extends to corporate/commercial and securities litigation, including shareholder remedies, professional negligence and product liability.

Jessica has represented companies and individuals in complex commercial arbitrations and litigation and in major securities, competition and product liability class actions and has appeared at all levels of court in Ontario and in the Supreme Court of Canada. She has also acted for significant participants in public and private take-over/oppression litigation and in matters before the Ontario and British Columbia Securities Commissions.

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Seth Magaw

Regional Digital Support Project Manager, Ricoh Legal USA

Seth started his career as a civil litigation paralegal. During this time, Seth assisted with all aspects of civil litigation including drafting motions and pleadings, preparing document discovery requests and multiple trials. He specializes in end-user litigation support consulting for multiple litigation support programs.

Seth has worked at Ricoh for ten years on all facets of discovery requests including large forensic collection projects, ESI and hosting projects. He was named the project manager recipient of the Circle of Excellence Award at Ricoh. Seth has spoken at many different events on electronic discovery including at an event for the Massachusetts Paralegal Association, the University of New Orleans paralegal program, and the ILTA Statewide meeting for Ohio Litigation Support Professionals. Seth is an active member in both EDRM and ACEDS and has a Bachelor of Science from Northeastern University.

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Silas McCullough

General Manager Legal Services, mindSHIFT Technologies, a Ricoh Company

Silas joined mindSHIFT Technologies in 1999 and has over 20 years of experience in the IT field. He manages the Legal Professional Services team, which delivers IT systems upgrades and new implementations for law firms. Additionally, his team provides a Private Cloud solution for law firms. His areas of expertise cover both managerial and technical. He has provided high-level IT consulting to law firms by leveraging his technical expertise including Microsoft Windows Server and Desktop, Active Directory, and Exchange. 

Prior to joining mindSHIFT, Silas was a senior systems engineer at SRA International, legal services division. While there, he worked on several projects at law firms ranging from a multi-office Windows NT server rollout to an e-mail migration from MS Mail to Exchange for a 2,000 person multi-national firm.

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Deborah Miller

Manager of Litigation Support & eDiscovery, Cassels Brock and Blackwell LLP

Deborah Miller oversees and supports all litigation and technological service requirements for the Advocacy department that involve electronically stored information and eDiscovery. She combines her 22 year career as a Commercial Litigation Law Clerk and her exceptional skills as a project manager with her flair for technology to develop recommendations, project plans, budgets, procedures and specifications for case-specific ediscovery projects or matters involving technology.

As a Certified eDiscovery Specialist with ACEDS, the Association of eDiscovery Specialists, she provides strategic advice to counsel on ediscovery matters and consulting services to case teams and clients regarding the delivery of litigation support services and best practices for ediscovery case management that are defensible and cost-effective.

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Edwina Podemski

Counsel, Alberta Justice

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Christopher Purdon

Litigation Support Manager, McMillan LLP

Christopher Purdon is McMillan’s Litigation Support Manger. Chris works with lawyers and directly with clients and their legal teams on all manner of ediscovery and records management projects. Chris advises McMillan lawyers and firm clients as they work through the various ediscovery phases from identification and collection through to review and production, utilizing his deep experience in management of such complex projects to ensure timely and accurate production of electronic records.

Chris works extensively with McMillan’s litigation, regulatory and competition law practices assisting on ediscovery projects that require the management of large volumes of electronically stored information. His technical knowledge is invaluable to help deal with the challenges posed by today’s technology and the often massive volume of data being managed by clients.

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Angelique Rebelo

Dispute Management Team Project Coordinator, RBC Law Group

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Steve Thacker

National Director of eDiscovery Consulting, Ricoh Legal USA

Steve Thacker is the National Director of Electronic Discovery Sales & Consulting for Ricoh USA, Inc. a global technology and litigation services provider, where he leads the national eDiscovery consulting team in developing and delivering solutions for both corporate and law firm clients to meet their strategic needs. Stephen provides subject matter expertise and strategic consultation to clients preparing for litigation or responding to investigations or regulatory requests. Leveraging his strong understanding of industry trends, his practical legal experience and his deep roots in technology, he optimizes technology to increase overall efficiency and mitigate cost and risk.

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Tiana Van Dyk

Manager, Litigation Support and eDiscovery, Burnet Duckworth and Palmer LLP

As the Manager of eDiscovery and Litigation Support, Tiana has worked on developing in-house policies and procedures to streamline eDiscovery and control costs. She works closely with clients to facilitate all matters of eDiscovery, while finding creative solutions to manage the various phases of document production. Tiana continues to work on developing a project management model that meets BDP’s needs and provides cost effective services that are aligned with clients’ interests.

Tiana is an active member of the EDRM, which looks to create practical resources to improve eDiscovery and Information Governance. As a contributing member of the Maturity Model group, she has worked with industry leaders to develop tools that allow firms, corporations, and departments to assess their eDiscovery proficiency.

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Lynne Vicars

Senior Legal Counsel – Legal Practice Management & eDiscovery, Scotiabank

Lynne Vicars is responsible for optimizing the Scotiabank’s Legal Services “spend”, both internally and externally, championing Scotiabank’s Lean Six Sigma continuous improvement strategy for legal services and managing the Bank’s external counsel relationships.

Lynne is also responsible for Information Governance and heads the Bank’s eDiscovery team, which designs, implements and improves the Bank’s electronic case management systems for litigation and e-Discovery strategy worldwide. Lynne is pivotal in the development and maintenance of Scotiabank’s records retention policies, email retention technical standards and its litigation hold protocols. She is also responsible for providing the Bank with advice and counsel on legal issues relating to records retention, third party demands for record production, mutual legal assistance treaties, privacy, reputational risk and corporate security.

Sponsor Speakers

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Kevin Crosbie

Principal Security Architect, Symantec

Kevin Crosbie is a Senior Security Specialist with Symantec supporting the financial services industry within Canada. He has an extensive amount of experience in key security areas such as data loss prevention, mobility, and anti malware.  In addition, Kevin’s experience extends to Symantec’s archiving and eDiscovery solutions

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Brandon D’Agostino

National Manager, Information Governance Solutions, Symantec

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Doug Kaminski

Senior Director for Information, Huron Consulting Group

Doug Kaminski has a deep base of knowledge in intelligent information governance and eDiscovery from both the legal and technology aspects. He is a frequent speaker and author on the subject based on practical experience with over 300 corporations worldwide.

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Betty Montoni

Litigation Product Specialist, Thomson Reuters, eSolutions

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Steve Moore

Vice President of Client Strategy, Ipro Tech

Steve Moore joined Ipro in January of 2011 and is responsible for managing Ipro’s review platform, Eclipse. Prior to joining Ipro, Steve co-founded Lex Solutio Incorporated (now Encore Discovery Solutions, an Eqiq Company) and most recently held the title of Sr. Vice President of Web Solutions for the company. With over 20 years in the legal industry, Steve has extensive skills and experience in data management databases, electronic discovery, document imaging, and trial consulting as well as a strong overall knowledge of the legal workflow process.

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Constantine Pappas

Product Specialist, kCura

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Mike Schubert

Vice President of Software Development, Ipro Tech

Michael Schubert holds responsibility for managing the development and design of Ipro products to optimize the Ipro user experience. Having spent over 10 years in the litigation support industry, Michael has held senior leadership positions at litigation service providers and software companies, including Vice President of Production and Operations at Encore Litigation Solutions. He graduated from Marquette University with a B.S. in Business Administration and Information Technology.

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Jamie Weissglass

Business Development, Huron Legal

In her practice at Huron Legal, Jamie Weisglass specializes in providing Fortune 500 Corporations and AmLaw 200 Law Firms with comprehensive electronic discovery and document review solutions for complex legal matters. She concentrates on discovery consulting and helping clients to comply with discovery and production requests in government investigations and a wide range of large scale litigations. Through the delivery of integrated forensic data collection, electronic discovery, data analytics, document review, production and project management, Jamie is able to offer her clients a cost-certain alternative fee structure and include an optimized document review process that is substantially faster, more accurate and less expensive than more traditional review services – typically by a margin of 50%. She strives to bridge the gap between lawyers and technologists while assisting in-house and outside legal counsel in understanding the most effective processes and technologies to manage complex workflows and generate maximum quality, accuracy, cost reduction and return on investment. Jamie is also licensed to practice law in New York and New Jersey.

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Debbie Westwood

Solutions Consultant, Ipro Tech

Deborah Westwood is a Solutions Consultant with over 15 years in the legal industry. Since joining Ipro in 2011, Deborah has provided onsite training and implementation of several Ipro solutions, including Eclipse and Eclipse SE for clients ranging from small to large law firms. She is currently acting as Ipro’s project manager for a mid-sized law firm who are migrating their current Eclipse environment to new hardware.

Debbie is a member of Women in eDiscovery, Toronto eDiscovery Canada, and the Association of Litigation Support Professionals. She currently resides in Bethlehem, PA where she enjoys exploring the local town and countryside on foot, discovering local farmers’ markets, and cooking the best Indian food to be found west of her native England. When not in the kitchen, Deborah can usually be found online taking another technology class, keeping her technical skills sharp.

Session Moderators

Karen Brookman

Karen Brookman

President, Commonwealth Legal, A division of Ricoh Canada

As President of Commonwealth Legal, now a division of Ricoh Canada, Karen is responsible for the overall strategic planning and direction of company performance, while leading all initiatives related to business development and operations in accordance with the corporate vision and mission. In her role as President, she is instrumental in identifying and developing business partnerships and alliances and new technology offerings that drive growth and expansion in key markets. Working with clients in Canada, the US and Europe, Karen draws on more than ten years of industry experience in litigation support and evidence management for the planning and fulfillment of complex litigation projects and project management contracts involving a variety of leading software solutions.

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Jennifer Johnson

Vice President, Commonwealth Legal, A division of Ricoh Canada

As the Vice President of Commonwealth Legal, now a division of Ricoh Canada, Jennifer is a powerful contributor to company strategy, client services and business results. Jennifer is responsible for the leadership of significant corporate initiatives which include developing new service models and offerings that meet client needs in a unique, effective and innovative way. She is dedicated to developing sustainable competitive advantage and to forwarding the marketplace in ways that enhance service value to clients while strengthening Commonwealth Legal’s brand and reputation in the marketplace. Her responsibilities include working closely with the management team members to ensure the company executes on client commitments, delivering superior levels of quality, efficiency and customer service. Jennifer upholds Commonwealth Legal’s strong corporate culture and exemplifies the company’s values, work ethic, and commitment to performance excellence.

Andrea Williams

Andrea Williams

Vice President of Client Services, Commonwealth Legal, A division of Ricoh Canada

Since joining Commonwealth Legal in 2005, Andrea has worked closely with the company’s most prominent clients as a relationship-driven professional leveraging her in-depth experience in sales, service delivery, project management and the design/delivery of litigation technology solutions. Through her diverse background and experience, she is adept in leading the client project team in the architecture and fulfillment of complex, large-scale and time-critical eDiscovery projects. She is adept at balancing the multiple stakeholder needs for technology, strategy and budget, and takes great pride in her ability to design strategies and workflows to engage all resources on a case in a meaningful way.

In her current role, Andrea is responsible for overseeing web-hosting, project management and managed services contract fulfillment by leading a highly skilled and knowledgeable professional services team in order to advance the company’s operational goals to drive efficiency, quality, maximized capacity/ROI and customer service.

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Chris Plauschinn

Sr Director of Enterprise Infrastructure and IT, Commonwealth Legal, A division of Ricoh Canada

Chris has been responsible to oversee the fulfillment of large, complex litigation projects including but not limited to document scanning, coding, unitization, database management, data integration services and web-hosting. Chris has been instrumental in developing and implementing workflow processes, quality control procedures and monitoring productivity levels to ensure projects are completed accurately and in keeping with client timelines. Chris is involved in the company’s ISO certification committee. He has extensive knowledge of the principles of document management which has been beneficial in positioning him as a qualified leader within the operations team.

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Natasha Doucas

Director of Professional Services, Commonwealth Legal, A division of Ricoh Canada

Natasha is a bilingual trainer who is certified in several industry-leading litigation support applications. Her experience in both a law firm environment and in working with Commonwealth Legal, gives her a unique perspective on the needs of legal professionals using litigation support technology. Natasha has extensive experience as a Project Manager of multifaceted evidence management projects incorporating eDiscovery, searching/culling services, near-duplication tools and web hosting. Her collective experiences enable her to facilitate the development and implementation of effective evidence management strategies and solutions for our most prominent clients.

Ceyda Tocsoy

Ceyda Tocsoy

National Director of Litigation Support & eDiscovery Services, Ricoh Canada

Ceyda’s industry experience as the Manager of Litigation Support & Technology Services for an international law firm combined with her experiences at renown litigation support and ediscovery service bureaus have contributed to her more than 25 years of experience in the legal industry. Through her current role, Ceyda is responsible for designing, building and implementing services nationally while consulting on complex ediscovery projects and giving best practice advice on variety of litigation support issues.  Ceyda is a member of the Humber Paralegal Studies Advisory Board, former member of ILTA Practice Support Steering Committee and an active member of several national and international litigation technology associations.  Ceyda regularly speaks at conferences, seminars and at colleges throughout North America.

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Richard Wessel

eDiscovery Technology Consultant, Commonwealth Legal

Richard’s history with Commonwealth Legal spans over five years. His relationship with the company started initially in a client capacity working on a large scale eDiscovery project. Over the past 2 years, Richard has been actively consulting with clients and project management to support Commonwealth Legal’s eDiscovery initiatives while taking a leadership role on the company’s key Information Technology initiatives. Richard has also been involved in managing and executing the eDiscovery components for a number of large legal projects utilizing the same IT related tools that clients are using today. As a member of the technology team, Richard brings with him over 15 years of Information Technology (IT) experience in the following areas: Network Administration; Email Management; Document Management / Records Retention; Lotus Notes Expertise, Project Management; and Application Development in a number of business sectors.