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A Consortium on Litigation, Information Law & E- Discovery

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©2013 Thomson Reuters. All Rights Reserved. 1

Event Produced by EDI and Thomson Reuters using Cisco TelePresence

A Consortium on Litigation, Information Law &

E-Discovery

May 1, 2013

8:30 a.m. – 5:00 p.m.

Four Nationally Connected TelePresence Panels – With Panelists in Three Cities

Chicago, San Jose, New York

National TelePresence Session 1: Creating a Breach Response Plan

New York: 11:15 a.m. – 12:30 p.m. Chicago: 10:15 a.m. – 11:30 a.m.

San Jose: 8:15 a.m. – 9:30 a.m.

Data breach and information theft are top concerns of General Counsel worldwide. A breach

presents the fearful intersection of criminal conduct, infinite liability and public relations

mayhem. New legislation on Capitol Hill presents yet another complexity to this situation.

Learn how some of the world’s most vigilant organizations are preparing for attacks both

internally and externally.

Moderator:

Alfred J Saikali, Partner, Shook Hardy & Bacon, LLP (SJ)

Panelists:

Jamie Brown, Global eDiscovery Counsel, UBS(NY)

Rick Chung, General Counsel, Medivo Inc. (NY)

Corey Hirsch, Chief Information Officer, Teledyne LeCroy (NY)

Mark Massey, Principal, Deloitte Financial Advisory Services LLP (SJ)

Richard Rushing, Chief Information Security Officer, Motorola Mobility (CHI)

Greg York, Director, IT Security, Abbott Laboratories (CHI)

Patrick E. Zeller,Corporate e-Discovery Counsel, Gilead Sciences (SJ)

National TelePresence Session 2: Judges Meet the General Counsel Department

New York: 1:00 p.m. – 2:15 p.m. Chicago: 12:00 p.m. – 1:15 p.m.

San Jose: 10:00 a.m. – 11:15 a.m.

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©2013 Thomson Reuters. All Rights Reserved. 2

judges with General Counsel from Global 500 organizations. Often presented through the lens

of courtroom dialogue, judges and General Counsel rarely have an opportunity for true,

connected conversation. Key topics for this panel include proper presentation of cost and

burden, protecting privilege, and commentary on Federal Rules reform.

Moderator:

Robert D. Owen, Partner, Sutherland Asbill & Brennan LLP

Panelists:

Mark Chandler, Senior Vice President,General Counsel and Secretary,Cisco Systems (SJ)

Andrew Drake, Assistant General Counsel, Nationwide (CHI)

Roy Esnard, General Counsel, Office of Legal Affairs, NYC Human Resources Administration (NY)

Hon. Peter Flynn,Circuit Court of Cooke County, Chancery Division, Illinois State Courts (CHI)

Deborah Miller, Vice President, Associate General Counsel, Oracle (SJ)

Hon. Shira A. Scheindlin, US District Judge, Southern District of NY (NY)

Hon. James C. Francis, US Magistrate Judge, Southern District of NY (NY)

National TelePresence Session 3: Corporate IT Tech Meets Law Meets Information

Governance

New York: 2:30 p.m. – 3:45 p.m. Chicago: 1:30 p.m. – 2:45 p.m.

San Jose: 11:30 a.m. – 12:45 p.m.

Recent demands legal and records management have placed on the information technology have

created a hefty burden on CIO’s budget. From litigation hold to data remediation programs IT

now plays a major role in the organizations liability calculations. This combination has caused a

rebirth of records management to create programs of true information governance. Learn how

these companies have broken down silos to construct a plan to win the InfoGov challenge.

Moderator:

Drew Lewis, eDiscovery Counsel, Recommind

Panelists:

David Cambria, Senior Director, Enterprise Information Management, CDW (CHI)

Marc Fishman, Senior Counsel, Hoffman-LaRoche (NY)

Jason Fliegel, Director & Special Counsel, E-Discovery & Records Mgmt, Abbott Laboratories (CHI)

Richard Kessler, Head of Group Information Management and Discovery Services, UBS (NY)

Gabe Martinez, Senior Manager Records & Information, Cisco Systems (SJ)

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©2013 Thomson Reuters. All Rights Reserved. 3

National TelePresence Session 4: Intellectual Property: Patent Evolution

New York: 4:00 p.m. – 5:00 p.m. Chicago: 3:00 p.m. – 4:00 p.m.

San Jose: 1:00 p.m. – 2:00 p.m.

The escalating costs of legal and records management has placed a hefty burden on many CIOs’

budgets. From litigation hold to data remediation programs, the process of managing such

records casts a significant shadow over organizational liability calculations. How can corporate

leaders manage such costs, while ensuring the overall integrity of data? Join us as a national

panel of experts details how to break down such barriers and construct a plan to help win the

Information Governance challenge.

Moderator:

Brandon Daniels, President of Managed Services, Clutch Group (NY)

Panelists:

Jon Newcomb, Assistant General Counsel & Chief eDiscovery Counsel, Comcast Cable (CHI)

Mark Reardon, Litigation Counsel, The Boeing Company (CHI)

Sriranga Veeraraghavan, Senior Director, Patent Litigation, Tessera (SJ)

Brad Waugh, Sr. Litigation Attorney, Intel Litigation Group (SJ)

Local New York Only Panels:

Technology Assisted Review

New York: 9:00 a.m. – 10:00 a.m. EST

Computer Assisted Review has received national attention from clients, cases, and service

providers. Come hear the research about how these in-house firms are saving millions by

implementing defensible processes backed by technology.

Moderator:

Lucinda Ringer, Corporate Relationship Manager, Kroll OnTrack

Panelists:

Gene Eames, Director, Legal Search & Data Analytics, Pfizer

Patrick Oot Co-Founder, Electronic Discovery Institute

Rachel Rubenson, Assistant Vice President, Legal, Barclays

Technology Issues in Global Investigations and Litigation

New York: 10:00 a.m. – 11:00 a.m. EST

From forensics examinations to expert testimony, law enforcement investigations can be the

most disruptive type of matter for Fortune 500 organizations. Never-ending costs, pervasive

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©2013 Thomson Reuters. All Rights Reserved. 4

public relations management, and possible criminal risk are all considerations when faced with

an investigation. Hear how these executives have built response protocols that minimize risk to

their organization.

Moderator:

Jeff Jacobs, Associate General Counsel, DTI Global

Panelists:

Hui Chen, Assistant General Counsel, International Compliance Investigations, Pfizer

Seth Eichenholtz, Vice President, eDiscovery Manager, SwissRe

Tony Merlino, Director, Consulting & Forensics Services, DTI Global

Local Chicago Only Panels:

Targeted Litigation Hold and Data Remediation

Chicago: 10:00 a.m. – 11:00 a.m. CST

As e-mail has become the preferred platform for everything from water cooler chats to highly

sensitive business plans and trade secrets, large corporations are becoming more and more

concerned with over-preservation and limits of data storage. the risks presented with storing too

much data. Learn how these corporate executives have created defensible litigation hold plans

that avoid the kitchen sink preservation burden.

Moderator:

Panelists:

Lane Lowman, Director of Legal Administration, Career Education Corporation

Meghan Mulvihill, Corporate Counsel, Allstate Insurance

David Yerich, Director of eDiscovery, UnitedHealth Group

International Discovery

Chicago: 4:00 p.m. – 5:00 p.m. CST

The EU has recently expanded its enforcement of data protection laws like the Data Privacy

Directive with a barrage of new rules and severe penalties. As a result, U.S. in-house corporate

counsel are paying more attention to the challenges posed by international data transfers

commonly encountered in e-discovery and elsewhere. The Panel, comprised of in-house counsel

experienced in international matters and e-discovery, will address practical solutions to

conflicting domestic and international data protection laws and how the Sedona International

Principles may be applied to help resolve these dilemmas.

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©2013 Thomson Reuters. All Rights Reserved. 5

Moderator:

Ashish Prasad, Chief Executive Officer, Discovery Services LLC

Panelists:

Elizabeth Jaworski, Director, Legal Operations, Motorola

Sarah M. Padgitt, Senior Counsel,Baxter International Inc.

Demetrius Rush, Vice President & Assistant General Counsel, Zurich North America

Local San Jose Only Panels:

From Social Media to Bring Your Own Device: A New Era of Employment Law

San Jose: 2:30 p.m. – 3:30 p.m. PST

Tag me! Or not. Employees are sharing more information about themselves on the internet than

ever before. However, the proliferation of seemingly private data puts corporate employers in a

stance to protect themselves from IP theft and employment risk. Come here how several other

corporations are deploying.

Moderator:

Panelists:

Roxane Marenberg, Senior Director, Employment Law, Cisco

Simone Schiller, Director, Employment Law, Integrated Device Technology

Technology Assisted Review

San Jose: 3:45 p.m. – 4:45 p.m. PST

Computer Assisted Review has received national attention from clients, cases, and service

providers. Come hear the research about how these in-house firms and technology providers are

saving millions on their budget (or helping others do the same) by implementing defensible

processes backed by technology.

Moderator:

Panelists:

Pallab Chakraborty,Director of eDiscovery, Oracle

Meghan Landrum, Discovery Counsel, Google

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©2013 Thomson Reuters. All Rights Reserved. 6

Event Discussion Leadership

Jamie Brown, Global eDiscovery Counsel, UBS

David Cambria, Senior Director, Enterprise Information Management, CDW

Pallab Chakraborty,Director of eDiscovery, Oracle

Mark Chandler, Senior Vice President,General Counsel and Secretary,Cisco

Hui Chen, Assistant General Counsel, International Compliance Investigations, Pfizer

Rick Chung, General Counsel, Medivo Inc.

Brandon Daniels, President of Managed Services, Clutch Group

Andrew Drake, Assistant General Counsel, Nationwide

Gene Eames, Director, Search & Analytics, Legal Division, Pfizer

Seth Eichenholtz, Vice President, eDiscovery Manager, SwissRe

Roy Esnard, General Counsel, Office of Legal Affairs, NYC Human Resources Administration

Marc Fishman, Senior Counsel, Hoffman-LaRoche

Jason Fliegel, Director & Special Counsel, E-Discovery & Records Management, Abbott Laboratories

Hon. Peter Flynn,Circuit Court of Cooke County, Chancery Division, Illinois State Courts

Hon. James C. Francis, US Magistrate Judge, Southern District of NY

Corey Hirsch, Chief Information Officer, Teledyne LeCroy

Jeff Jacobs, Associate General Counsel, DTI Global

Elizabeth Jaworski, Director, Legal Operations, Motorola

Richard Kessler, Head of Group Information Management and Discovery Services, UBS

Meghan Landrum, Discovery Counsel, Google

Drew Lewis, eDiscovery Counsel, Recommind

Lane Lowman, Director of Legal Administration, Career Education Corporation

Roxane Marenberg, Senior Director, Employment Law, Cisco

Gabe Martinez, Senior Manager Records & Information, Cisco

Mark Massey, Principal, Deloitte Financial Advisory Services LLP

Stephanie Mendelsohn, Director, Records & Electronic Discovery, Genentech

Tony Merlino, Director, Consulting & Forensics Services, DTI Global

Mark Michels, Director, Deloitte Financial Advisory Services LLP

Deborah Miller, Vice President, Associate General Counsel, Oracle

Meghan Mulvihill, Corporate Counsel, Allstate Insurance

Jon Newcomb, Assistant General Counsel & Chief eDiscovery Counsel, Comcast Cable

Patrick Oot Co-Founder, Electronic Discovery Institute

Robert D. Owen, Partner, Sutherland Asbill & Brennan LLP

Sarah M. Padgitt, Senior Counsel,Baxter International Inc.

Jeremy Pickens, Ph.D., Senior Applied Research Scientist, Catalyst Secure

Ashish Prasad, Chief Executive Officer, Discovery Services LLC

Mark Reardon, Litigation Counsel, The Boeing Company

Lucinda Ringer, Corporate Relationship Manager, Kroll OnTrack

Rachel Rubenson, Assistant Vice President, Legal, Barclays

Demetrius Rush, Vice President & Assistant General Counsel, Zurich North America

Richard Rushing, Chief Information Security Officer, Motorola Mobility

Alfred J Saikali, Partner, Shook Hardy & Bacon, LLP

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©2013 Thomson Reuters. All Rights Reserved. 7

Simone Schiller, Director, Employment Law, Integrated Device Technology

Sriranga Veeraraghavan, Senior Director, Patent Litigation, Tessera

Brad Waugh, Sr. Litigation Attorney, Intel Litigation Group

David Yerich, Director of eDiscovery, UnitedHealth Group

Greg York, Director, IT Security, Abbott Laboratories

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©2013 Thomson Reuters. All Rights Reserved. 8

Event Discussion Leadership by Location

New York Faculty

Jamie Brown, Global eDiscovery Counsel, UBS

Hui Chen, Assistant General Counsel, Pfizer

Rick Chung, General Counsel, Medivo Inc.

Brandon Daniels, President of Managed Services, Clutch Group

Gene Eames, Director, Legal Search & Data Analytics, Pfizer

Seth Eichenholtz, Vice President, E-Discovery Manager, SwissRe

Roy Esnard, General Counsel, Office of Legal Affairs, NYC Human Resources Administration

Marc Fishman, Senior Counsel, Hoffman-La Roche Inc.

Hon. James C. Francis, US Magistrate Judge, Southern District of NY

Corey Hirsch, Chief Information Officer, LeCroy

Jeff Jacobs, Associate General Counsel, DTI Global

Richard Kessler, Head of Group Information Management and Discovery Services, UBS

Drew Lewis, eDiscovery Counsel, Recommind

Tony Merlino, Director, Consulting & Forensics Services, DTI Global

Patrick Oot Co-Founder, Electronic Discovery Institute

Robert D. Owen, Partner, Sutherland Asbill & Brennan LLP

Lucinda Ringer, Corporate Relationship Manager, Kroll OnTrack

Rachel Rubenson, Assistant Vice President, Legal, Barcalys

Hon. Shira A. Scheindlin, US District Judge, Southern District of NY

Chicago Faculty

David Cambria, Senior Director, Enterprise Information Management, CDW

Andrew Drake, Managing Counsel, Discovery Management, Nationwide

Jason Fliegel, Director & Special Counsel, E-Discovery & Records Management, Abbott Laboratories

Hon. Peter Flynn,Circuit Court of Cooke County, Chancery Division, Illinois State Courts

Elizabeth Jaworski, Director, Legal Operations, Motorola

Lane Lowman, Director of Legal Administration, Career Education Corporation

Meghan Mulvihill, Corporate Counsel, Allstate Insurance

Jon Newcomb, Assistant General Counsel & Chief E-Discovery Counsel, Comcast Cable

Sarah M. Padgitt, Senior Counsel,Baxter International Inc.

Ashish Prasad, Chief Executive Officer, Discovery Services LLC

Mark Reardon, Litigation Counsel, The Boeing Company

Demetrius Rush, Vice President & Assistant General Counsel, Zurich North America

Richard Rushing, Chief Information Security Officer, Motorola Mobility

David Yerich, Director of eDiscovery, UnitedHealth Group

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©2013 Thomson Reuters. All Rights Reserved. 9 San Jose Faculty

Pallab Chakraborty,Director of eDiscovery, Oracle

Mark Chandler, Senior Vice President,General Counsel and Secretary,Cisco

Abigail Horrigan, Senior Director & Employment Counsel, Yahoo!

Meghan Landrum, Discovery Counsel, Google

Roxane Marenberg, Senior Director, Employment Law, Cisco

Gabe Martinez, Senior Manager Records & Information, Cisco

Stephanie Mendelsohn, Director, Records & Electronic Discovery, Genentech

Mark Massey, Principal, Deloitte Financial Advisory Services LLP

Mark Michels, Director, Deloitte Financial Advisory Services LLP

Deborah K. Miller, Vice President and Associate General Counsel, Oracle

Jeremy Pickens, Ph.D., Senior Applied Research Scientist, Catalyst Secure

Alfred J Saikali, Partner, Shook Hardy & Bacon, LLP

Simone Schiller, Director, Employment Law, Integrated Device Technology

Sriranga Veeraraghavan, Senior Director, Patent Litigation, Tessera

Brad Waugh, Sr. Litigation Attorney, Intel Litigation Group

References

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