Silicon Valley Happy Hour Roundtable

Food and Beverage Sponsor: Soundpath Legal

Description:
Please join us for happy hour to meet and mingle with your peers and discuss upcoming plans. What's on your agenda in the months ahead? What issues, goals and accomplishments are you gearing up for? What topics would you like to hear about in future ILTA meetings? Our sponsor, Soundpath Legal, will also have a brief presentation for us. Come prepared for some lively conversation!

Location:
Paul Martin's American Grill
545 San Antonio Road, Suite 31
Mountain View, CA 94040

Host: Darryl Lawrence
(650) 813-5600
dlawrence@mofo.com

Modern ECM for Productivity, Security and Compliance

Lunch Sponsor: NetDocuments

Description:
Technology is fundamentally changing the way business is conducted. Growing dependence on electronic work product is dramatically increasing data volume, and society's ever-increasing mobility and connectedness require state-of-the-art technology to remain competitive and provide clients with expected levels of service. It is more essential than ever that a law firm's technical solutions keep up with industry demands.

Meanwhile, the rise of the mobile workforce has caused many individuals to abandon their firm's technology, adopting unauthorized consumer-grade tools instead. This makes it difficult to achieve a sound information governance strategy and exposes the firm to possible data leakage, security risks and lost productivity. The pervasive low rate of user adoption of legacy enterprise content management (ECM) systems has only intensified this problem, making a significant negative impact on the way a firm operates, services clients and meets security and compliance needs.

Come learn how modern ECM best practices and tools will increase your firm's productivity and user adoption, secure the firm's work product and achieve the compliance your clients demand.

Presenter:
John Sroka, a Senior Account Executive at NetDocuments, has more than 15 years of experience in the legal market, including a decade working with document management systems. Previously, John handled account management responsibilities for an iManage WorkSite implementation partner and was the records & information manager at Woodcock Washburn, where he was part of the planning team for the firm's move to matter centricity.

Location:
Nixon Peabody LLP
1300 Clinton Square
Rochester, NY 14604

Host: John Roman, Jr.
(585) 263-1378
jroman@nixonpeabody.com

Revisiting the EDRM - Everything You Didn't Know You Needed to Know, Session 2: Identification, Preservation and Collection

Lunch Sponsor: ProFile Discovery

Description:
Join us as we continue our discussion from the 2014 Ohio Litigation Support Statewide Meeting. In this roundtable discussion, we will focus on the topics of identification, preservation and collection, addressing questions such as:

• Where do you see disconnect when trying to identify potentially discoverable information, and how are you handling it?
• How are you maximizing value while minimizing risk?
• How are you evaluating follow up on litigation holds?
• What incentives are you using to get buy-in?
• What are your pain points?

Please come prepared to share your ideas, experiences and questions with the group as we continue to identify best practices.

Location:
Taft, Stettinius & Hollister
65 E. State Street, Suite 1000
Columbus, OH 43215

Host: Jennifer Pettigrew
(614) 334-6193
jpettigrew@taftlaw.com

Discovering the Cloud - The Forecast for Cloud-Based E-Discovery

Lunch Sponsor: BlueStar

Description:
As more organizations migrate to the cloud for data storage and implement content and collaboration applications to manage their business, it is necessary to fully understand the legal obligations regarding e-discovery in the cloud. Explore the practical and legal issues lawyers face when the duty to preserve electronically stored information (ESI) in the cloud arises.

Focusing on key points and legal issues concerning implementing cloud-based solutions in terms of legal implications and best practices for storing, accessing and collecting ESI, we will address topics such as:

• Who really owns the data? - Possession, custody and control of the data under FRCP 34(a)(1) and related jurisdictional issues
• Access and preserve ESI in the cloud - Learn how to align document retention and destruction policies with a cloud solution and discover solutions for ongoing preservation and production
• Available tools - Leverage cloud technology as a legal hold/document preservation repository for pending litigation and/or compliance issues

We will discuss the early decisions and best practices a practitioner must address, and how to best utilize these technologies during litigation or compliance. We'll highlight the technical aspects of cloud solutions by looking at software platforms that use the cloud to assist in the collection, preservation, culling, review and production of relevant ESI for litigation, and that are useful for preserving data to help organizations remain in compliance.

Presenter:
Matthew Minor is the General Counsel and VP of the attorney review & staffing division at BlueStar Case Solutions, Inc., a comprehensive discovery consultant and end-to-end service provider to national law firms, corporations and government entities. Since 1997, he has dedicated himself to large-scale e-discovery consultation and project management, utilizing his valuable previous experience as an attorney in a law firm setting. Matthew is also a frequent speaker on e-discovery.

Location:
Ice Miller LLP
One American Square
Suite 2900
Indianapolis, IN 46282-0200

Host: Joseph Isom
(317) 221-2853
joseph.isom@icemiller.com

Office 365 for Legal: An Overview

Lunch Sponsor: CDW

Description:
Legal professionals today face many challenges to ensure compliance, while their documents must be both secure and easily shared. Legal technology solutions are expected to reduce overhead, increase billable hours, enhance productivity and provide the ability to work anywhere, anytime. Office 365 meets these challenges and more, enabling lawyers to spend more time focused on their clients' needs -- resulting in increased client referrals and revenue.

In this overview, we will cover common law firm considerations regarding using Office 365, including protecting sensitive client information, identity management, security, mobility, functionality and integration with applications. We'll also address how Office 365 handles e-discovery, litigation holds and document management. Finally, we will discuss a suggested approach for moving forward to test Office 365 in a hybrid environment, pilot deployments and basic Microsoft licensing questions.

Presenters:
Alan Sacco is a Microsoft Solutions Architect for CDW, managing the company's Microsoft professional services in his region. He has over 15 years of experience in the industry and is a certified Microsoft Experience Center facilitator (MEC), a Virtual Technology Solutions Professional (VTSP) and holds Microsoft certifications MCP, MCTS, MCITP and BVPS.

Kimberly Tunney is a Cloud Solution Technical Specialist at CDW with over 16 years of marketing and technology experience. As a thought leader in the industry, Kim currently engages with customers to roadmap their journey to the cloud.

Location:
Dickie, McCamey & Chilcote, P.C.
Two PPG Place, Suite 400
Pittsburgh, PA 15222

Host: Donna Lewis
(412) 392-5557
dlewis@dmclaw.com

Taming the Data!

Lunch Sponsor: LexisNexis

Description:
With the right tools, you can efficiently evaluate and organize your case, saving you time and reducing client costs. During this information-packed session, you will learn firsthand how your peers and colleagues are successfully navigating even the most daunting document reviews and managing more cases. You'll also see demos of the latest versions of CaseMap and Hosted Evolution.

Special Door Prize: One lucky attendee will win an iPad, courtesy of LexisNexis! Must be present to win.

Presenter:
Stephen Price is a Litigation Solutions Account Manager at LexisNexis. He strategizes and consults with key law firm clients to leverage their investment in the company's litigation solutions, including CaseMap, Concordance, Sanction, LAW PreDiscovery and hosted turn-key services. Steve has been with LexisNexis for over five years and was previously an account executive for several leading document management companies, including Epiq and ViewStar.

Location:
Belin McCormick
666 Walnut Street
Suite 2000
Des Moines, IA 50309

Host: Cheryl Mendenhall
(515) 283-4650
cmendenhall@belinmccormick.com

Tour the Electronic Courtroom

Description:
How often do you get to visit the courtroom without the stress of knowing that your trial is starting soon? Join us for a tour of the electronic courtroom at the Birch Bayh Federal Building & U.S. Courthouse. Learn how you can switch between the defendant's laptop, the plaintiff's laptop and the ELMO. Take a good look at how many plugs are available, the overall configuration of the room, etc. Learn best practices on how to use the equipment from the IT department during the tour. You won't want to miss this!

Note: All visitors must present a government-issued photo ID to enter the building. No weapons, cameras or liquids are allowed in the building. You may bring in laptops, smart phones and other mobile devices, but may not use them to record or take pictures inside the courthouse.

Location:
Birch Bayh Federal Building & U.S. Courthouse
46 East Ohio Street
Indianapolis, IN 46204
(317) 229-3700
Please meet in the foyer (near the staircase) on the Pennsylvania side, at the Pennsylvania and Ohio Street entrance.

Host: Kristen Atteberry
(317) 237-8228
kristen.atteberry@faegrebd.com

Storage & Recovery, Simplified

Lunch Sponsors: PhillyCom, Inc., Nimble Storage and Sky Data Vault

Description:
We all know that storage & recovery has been a huge pain point for IT organizations burdened by explosive and accelerating data growth, demanding applications and the need for reliability and data protection. It has long been expensive, hard to scale and difficult to manage. With the transition to virtual and cloud infrastructure, the problem has only gotten worse -- until now.

Please join us for lunch to learn how to simplify your storage, disaster recovery & business continuity strategy. We will start our meal with an overview of Nimble's Adaptive Flash Storage solutions, designed to keep your business-critical data safe and available -- even when systems fail. And since almost everyone likes something sweet at the end of a big meal, we'll serve up Sky Data Vault's approach to the simplest and most cost effective method of disaster recovery/business continuity for your mission-critical systems & applications. This luncheon promises to be satisfying; we hope you will join us!

Special Door Prize: One lucky attendee will win a one year subscription to Netflix!

Presenters:
Ed Murray, Nimble Storage - Senior Account Manager
Michael Thompson, Sky Data Vault - Vice President, Sales & Strategy
Tom Desilets, PhillyCom, Inc. - President

Location:
The Pyramid Club
1735 Market Street
52nd Floor
Philadelphia, PA 19103

Host: Jeffrey McShane
(856) 661-2282
jeffrey.mcshane@flastergreenberg.com

Using Lean Six Sigma to Achieve Process Improvement

Lunch Sponsor: KHA Global

Description:
In this first in a series of sessions sponsored by KHA related to maximizing efficiency, we will cover the basics of Lean Six Sigma (LSS) and how this process improvement methodology applies to law firms. You will be introduced to Six Sigma, LEAN and DMAIC, the tools most often used when implementing a process improvement project. We'll discuss understanding the voice of the customer, the purpose and practice of process mapping the current state of a process, identifying value added versus non-value added activity and the importance of collecting and measuring metrics to improve quality and efficiency. We will also present an example of a process improvement initiative for law firms via a short case study on redesigning the role of the legal secretary through process improvement driven by LSS.

This topic will also be of interest to secretarial services and human resources professionals, so you are encouraged to invite others in your firm to attend and learn about this very hot topic.

Presenter:
Theresa Lundquist is a Learning and Performance Consultant and the President and owner of Computer Training International. An adult learning specialist and education management professional, she is regarded as a legal technology education expert. Theresa has worked in the legal space for over 15 years, for companies such as Speer Software Training and Profiscience Partners. She is Legal Lean Sigma and Legal Project Management certified, a Lean Six Sigma Green Belt and an active member of Women in Technology. Contact Theresa at theresa.lundquist@go-cti.com.

Moderator:
Heidi Herpel, KHA Global

Location:
Sheppard, Mullin, Richter & Hampton LLP
333 South Hope Street, 43rd Floor
Los Angeles, CA 90071

Host: Stephanie Petrbok
(213) 830-2007
spetrbok@sheppardmullin.com

Boise Roundtable

Lunch Sponsor: Moffatt Thomas Barrett Rock & Fields, Chtd.

Description:
Please join us for lunch to discuss current trends, issues and topics of interest to Boise area ILTA members, along with ILTA programming and member needs. You'll have the opportunity to meet and mingle with your peers as you bring your topics and questions to the table for what is sure to be a lively conversation. We hope to see you there!

Location:
Moffatt Thomas Barrett Rock & Fields, Chtd.
101 S. Capitol Blvd., 10th Floor
Boise, ID 83702

Host: Marshall Major
(208) 385-5456
msm@moffatt.com

Roundtable: Minimize Risk & Cost Exposure Through Information Governance

Please bring your own lunch.

Description:
Please join us for this brown bag lunch event as we watch and discuss the prerecorded webinar, Minimize Risk & Cost Exposure Through Information Governance.

Webinar Description:
Information governance of the new data sources is an increasingly critical component of an organization's operations. The various entry points, tracking and management of information leave no organization immune from potential incidents or breaches of their data.

Here, our panel will discuss the best practices for mitigating these risks and how to avoid common traps. We'll also address key considerations and how organizations can navigate risks with BYOD programs and cloud storage. We will approach the governance environment from several perspectives and provide some practical approaches to minimizing risk within your organization.

Webinar Moderator:
Christopher Johnson, a Senior Project Manager with Tower Consulting Services, brings over 10 years of extensive experience in e-discovery and litigation workflows to his consultations with project teams, law firms and corporations looking to optimize their approach to discovery. Prior to joining Tower, he spent three years as a practice support project manager at Hughes Hubbard & Reed in New York. Chris has also worked for Bank of America, Sullivan & Cromwell, Linklaters, White & Case and Hunton & Williams.

Webinar Panel:
Jimmy Huynh is the Director, Head of eDiscovery and eCompliance at Citigroup Inc. For the past 17 years, he has held various roles in e-discovery, compliance and litigation support. Admitted to practice law in the State of New York, Jimmy's experience and expertise includes the management of high-profile e-discovery matters, enterprise technology systems integration, legal process and automation development, and LPO and technology procurement.

Aaron Gardner is the Chief Operating Officer at Turnstone Solutions LLC. He has over 10 years of experience in the litigation support, e-discovery and technology fields, including globe-spanning data collection projects, managing terabyte-sized review databases and leading important e-discovery and IT initiatives such as review platform enhancement, new technology procurement, data governance and e-discovery education initiatives. With his capacity for the strategic and unflagging attention to operational, technical and business detail, he has an intimate understanding of the discovery problems facing the small company or individual client. Aaron also speaks and writes on the topic of e-discovery.

Thomas Reddy is the Manager, Litigation & Regulatory Discovery Services at Kelley Drye. He can be contacted at treddy@kelleydrye.com.

Location:
Kronick Moskovitz Tiedemann & Girard
400 Capitol Mall
27th Floor
Sacramento, CA 95814

Host: Michael Reese
(916) 321-4500
mreese@kmtg.com

Off Site Storage Tour - Where Do the Documents Go?

Lunch Sponsor: Perpetual Storage, Inc.

Description:
We will take a tour of Perpetual Storage's facilities and get a look at their maximum security vault, which is located in a unique solid granite mountain. Join us as we explore this cave in the side of the mountain to see where our physical and digital media can be stored.

Our Guide:
Ed Holt, Co-Owner of Perpetual Storage, Inc.
Ed can be contacted at ed@perpetualstorage.com.

Location:
Perpetual Storage, Inc.
6279 E Little Cottonwood Canyon Road
Sandy, UT 84092

Host: Spencer Stapleton
(801) 532-7080
sstapleton@strongandhanni.com

The Evolution of Litigation Technology and Its Impact on the Legal Team - Presentation & Cocktails

Sponsored By: Ricoh Canada

Please join us for this informative presentation followed by a cocktail reception.

Description:
Advancements in technology have had a significant impact on organizations of all types -- and law firms are certainly no exception. The legal industry has seen a shift from one technology that dominated the Canadian market to several next generation technology offerings. With different feature sets and choices for implementation, many firms in Canada are at a cross-roads. Learn how technology is changing the way legal teams and law firms operate, as we share industry trends as well as key challenges and considerations for IT in this new era. We hope to see you there!

• Registration and cocktails at 4:00 p.m.
• Presentation begins at 4:30 p.m.
• Cocktail reception from 5:30 - 7:30 p.m.

Presenter:
Natasha Doucas, the Director, Professional Services at Commonwealth Legal, a division of Ricoh Canada, is a bilingual consultant with over 15 years of experience applying technology solutions to the discovery process. Natasha oversees the fulfillment of multifaceted evidence management projects that incorporate e-discovery, searching/culling services, near-duplication and analytics, and helps her customers tailor solutions to meet their specific requirements. Previously, she worked for a local law firm, which gives her a unique perspective on the needs of legal professionals and their use of litigation support technology. Natasha also gives presentations throughout Canada on e-discovery and best practices around the management of data, and provides product demonstrations on several industry-leading software solutions.

Location:
Steamworks, Uber Lounge
The Landing
375 Water Street
Vancouver, BC V6B 1B8, Canada
(604) 689-2739

Host: Rob Walls
(604) 605-8340
rwalls@boughtonlaw.com

Document Management - Should I Scan, Store or Shred?

Lunch Sponsors: SecurShred and NPI

Description:
Join us for an open discussion about common document management logistical issues and security concerns. We'll share our suggestions on solutions including document imaging, records storage and information destruction.

Presenters:
David Van Mullen is the General Manager at SecurShred, where he manages the day-to-day business and consults with customers on information management solutions. Since joining the team in 2003, he has helped grow the local business into a full-service information management company. David is a Certified Secure Destruction Specialist. Contact him at david@securshred.com.

John Burton is the President of Network Performance, Inc. (NPI), a technology management firm. He consults on technology planning and works with business leaders to produce predictable, reliable profit from their technology investments. Before founding NPI, John worked as a college instructor and senior computer analyst. Contact him at jburton@npi.net.

Location:
Paul Frank + Collins P.C.
One Church Street
Burlington, VT 05402-1307

Host: Julliana Von Bernewitz
(802) 658-2311
jvonbernewitz@pfclaw.com

Defensible E-Discovery Collections Made Easy!

Lunch Sponsor: Pinpoint Labs

Description:
Learn about user-friendly software tools designed to make completing defensible remote, portable, network and SharePoint e-discovery collections easy. We will cover several of the critical steps and processes required to ensure your client backups hold up in court.

Special Door Prize: One lucky attendee will win a special door prize!

Presenter:
Shane Havick, the Vice President of Sales and Marketing for Pinpoint Labs, has 19 years of experience in the litigation support field. He has been with the company for six years, and previously managed a very successful service bureau in Iowa. Contact Shane at shane.havick@pinpointlabs.com.

Location:
Borden Ladner Gervais LLP
Scotia Plaza, 40 King St W
47th Floor
Toronto, ON M5H 3Y4

Host: Anna-Lee Chow-lin-On
(416) 350-2601
achowlinon@blg.com

Roundtable: Topics from 2015 ABA TechShow

Please bring your own lunch.

Description:
Join us for this brown bag lunch event to hear an overview of topics presented at the 2015 ABA TechShow and to discuss those of relevance to your law firm. Roundtable sessions are always interesting and useful, so please plan to attend!

If you can't make it to the location, you can still join us virtually by calling in to participate or simply listen. Call in number: (501) 370-1433, code 81127.

Please register whether you're planning to attend physically or virtually.

Location:
Friday, Eldredge & Clark, LLP
2000 Regions Center
400 West Capitol Avenue
Little Rock, AR 72201

Host: Greg McKee
(501) 370-3367
gmckee@fridayfirm.com

Bring Your Own Topic Roundtable

Lunch Sponsor: Brighthouse Network Solutions

Description:
Please join us for lunch as we hold an open discussion on legal IT topics of interest to Orlando area members. Whether you'd like to get input on an IT pain point, share something new you've learned or just talk shop and glean some insight, this is the event for you. To get the conversation started, send a topic you'd like to talk about to Josh Lazar at josh.lazar@lowndes-law.com.

Open topic sessions are always interesting and useful, so please plan to attend and bring your topic to the discussion!

Location:
Broad and Cassel
390 North Orange Avenue
Suite 1400
Orlando, FL 32801

Host: David Michel
(407) 481-5270
dmichel@broadandcassel.com

Improve Efficiency, Profitability and Client Service Through Better Business Acceptance

Lunch Sponsor: Intapp

Description:
Thinking about updating your intake and conflicts processes? It's time to think strategically. Historically, firms have viewed intake and conflicts as separate systems, and any upgrades were focused primarily on automating manual processes. Today, firms must think about intake and conflicts as a unified process called "business acceptance." The traditional model of "can we take on this business?" becomes "should we take on this business?" -- a shift that opens the door for incredible strategic opportunities.

Traditional tools make it difficult to take advantage of this opportunity, providing unintuitive search tools and lengthy conflicts reports that increase the likelihood of missing a conflict, and lacking the integration necessary to minimize financial and professional risk. And as clients increasingly put pressure on law firms to comply with stringent pricing requirements, terms of engagement and outside counsel guidelines, firms are challenged to evaluate the suitability of new business as it impacts their long term growth objectives. Learn how to transform business acceptance to improve operational efficiency and achieve strategic goals, including:

• Evaluating new business in terms of profitability
• Managing both financial and professional risk
• Enhancing engagement letter management
• Streamlining intake & conflicts for faster matter opening

Presenter:
James Edwards, a Risk Solution Consultant at Intapp, collaborates closely with law firms to execute successful new business intake and conflicts management projects. Previously, he oversaw risk management and business intake processes at Squire, Sanders & Dempsey LLP, where he managed over 80 risk professionals and defined and implemented firm-wide policies and practices for intake, conflicts, anti-money laundering, audit letter response, regulatory compliance, records management and docketing. James received the 2014 ILTA Publication Award for Best Vendor-Contributed White Paper Article. Contact him at james.edwards@intapp.com.

Location:
Maynard, Cooper & Gale, P.C.
1901 6th Ave North
2400 Regions Harbert Plaza
Birmingham, AL 35203

Host: Leanne Bains
(205) 254-1110
leanne.bains@maynardcooper.com

Revisiting the EDRM - Everything You Didn't Know You Needed to Know, Session 3: Processing, Review and Analysis

Lunch Sponsor: Veritext

Description:
Join us as we continue our discussion from the 2014 Ohio Litigation Support Statewide Meeting. In this roundtable discussion, we will focus on the topics of processing, review and analysis, addressing questions such as:

• How are you maximizing value while minimizing risk?
• How are you evaluating technology vs. people decisions?
• What incentives are you using to get buy-in?
• How are you establishing standards?
• What are your pain points?

Please come prepared to share your ideas, experiences and questions with the group as we continue to identify best practices.

Location:
Taft Stettinius & Hollister
65 E. State St., Suite 1000
Columbus, OH 43215

Host: Jennifer Pettigrew
(614) 334-6193
jpettigrew@taftlaw.com

Revisiting the EDRM - Everything You Didn't Know You Needed to Know, Session 4: Production and Presentation

Lunch Sponsor: kCura

Description:
Join us as we continue our discussion from the 2014 Ohio Litigation Support Statewide Meeting. In this roundtable discussion, we will focus on the topics of production and presentation, addressing questions such as:

• What types of requests are you getting?
• How are you handling the hybrid native/image requests?
• How are you maximizing value while minimizing risk?
• How are you handling the amount of data that comes in?
• What are you doing to better educate your teams?
• What incentives are you using to get buy-in?
• What are your pain points?

Please come prepared to share your ideas, experiences and questions with the group as we continue to identify best practices.

Location:
Taft Stettinius & Hollister
65 E. State St., Suite 1000
Columbus, OH 43215

Host: Jennifer Pettigrew
(614) 334-6193
jpettigrew@taftlaw.com