DAY TWO

8:00 REGISTRATION & CONTINENTAL BREAKFAST

8:25 CHAIRPERSON OPENING REMARKS

8:30 BEST PRACTISES IN ALIGNING EDISCOVERY AND RECORDS MANAGEMENT TO INCREASE RETENTION EFFICIENCY
Lynn Molfetta, Global Head of Records Management
CITIGROUP
David Cohen, Partner
REED SMITH LLP

9:20 JUDICIAL PANEL DISCUSSION: EVALUATION, ASSESSMENT AND OUTCOMES OF CURRENT CASES INVOLVING eDISCOVERY
MODERATOR:
Maura R. Grossman, Counsel, Litigation
WACHTELL, LIPTON, ROSEN & KATZ
PANELISTS:
Frank Maas, Magistrate Judge
US DISTRICT COURT, SOUTHERN DISTRICT OF NEW YORK
Robert Collings, Magistrate Judge
US DISTRICT COURT, DISTRICT OF MASSACHUSETTS
Craig Shaffer, Magistrate Judge
US DISTRICT COURT, DISTRICT OF COLORADO

10:10 COFFEE & NETWORKING BREAK

10:30 IN HOUSE V. OUTSIDE COUNSEL: DETERMINING THE MOST EFFECTIVE eDISCOVERY PROCESS
Patricia Alberts, eDiscovery Career Associate
ORRICK, HERRINGTON & SUTCLIFFE
Shari Markowitz Savitt, General Counsel
EISNERAMPER LLP
John Loveland, Managing Director
PRICEWATERHOUSECOOPERS LLP

11:20 PANEL DISCUSSION: PROACTIVELY PREPARING FOR eDISCOVERY IN THE FINANCIAL INDUSTRY
Jennifer Shea, eDiscovery Product Management, Legal Technology
BANK OF AMERICA
Lisa Markey, Vice President, Information Risk Management
BARCLAYS CAPITAL
Craig L. Smith, Managing Director
HURON LEGAL

12:10 LUNCHEON FOR ALL ATTENDEES, SPEAKERS & SPONSORS

1:10 MANAGING EDISCOVERY VENDOR RELATIONSHIPS, CAPABILITIES AND OFFERINGS
Marla Bergman
Vice President, Legal & Internal Audit
GOLDMAN SACHS
Gabriela P. Baron, Esq., Vice President of Business Development
XEROX LITIGATION SERVICES

2:00 ROUND TABLE DISCUSSION: CREATING HARMONY BETWEEN LEGAL, IT, OUTSIDE COUNSEL AND CONSULTANTS
Aaron Crews, eDiscovery Counsel
LITTLER MENDELSON, P.C.
Marla Bergman, Vice President, Legal and Internal Audit
GOLDMAN SACHS
Tom Stein, Litigation Counsel
AMERICAN EXPRESS
Katie Winseck, Discovery Services Consultant
KROLL ONTRACK

2:50 COFFEE & NETWORKING BREAK

3:00 USING ADVANCED SEARCH TECHNOLOGY IN eDISCOVERY: ARE WE READY FOR WATSON?
Maura Grossman
Counsel, Litigation
WACHTELL, LIPTON, ROSEN & KATZ

3:50 TECHNIQUES FOR CREATING A CONFLUENCE BETWEEN eDISCOVERY AND INFORMATION SECURITY
Jennifer Shea, eDiscovery Product Management, Legal Technology
Ryan McCarthy, Senior Vice President, Global Information Security
BANK OF AMERICA

4:40 CLOSING REMARKS & CONFERENCE CONCLUDES