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Fresh Strategies from
                                                                             eDiscovery Experts:

                                                                             BECHTEL CORPORATION

                                                                             CISCO SYSTEMS, INC.

                                                                             DEL MONTE FOODS COMPANY

                                                                             FEDERAL TRADE COMMISSION

Examining eDiscovery Issues from Legal, IT,                                  GOOGLE, INC.
Compliance & Records Management Perspectives                                 INTEL CORPORATION

                                                                             KRAFT FOODS
April 27-29, 2009 • Le Meridien San Francisco
                                                                             LEHMAN BROTHERS HOLDINGS
                    San Francisco, CA                                        INC.
Hear from the leading eDiscovery law firms, in-house                         LOCKHEED MARTIN
experts, government officials, judges and software                           CORPORATION
vendors on the key issues including:
                                                                             MCDONALD'S CORPORATION
    Exploring eDiscovery solutions          Best practices for systemized
•                                       •
                                                                             PACTIV CORPORATION
    while minimizing costs                  keyword searches
                                                                             PURDUE PHARMA LP
    Strategic approaches to record          Dealing with data security and
•                                       •

    management                              privacy laws when conducting
                                                                             RAND INSTITUTE FOR CIVIL
                                            eDiscovery
                                                                             JUSTICE (ICJ)
    Document review outsourcing
•

                                            eDiscovery in large, complex
                                        •
                                                                             SAMSUNG ELECTRONICS
    eDiscovery readiness planning:          litigation
•
                                                                             AMERICA, INC.
    How corporate law departments
    are dealing with ediscovery             The future of eDiscovery
                                        •
                                                                             SAN FRANCISCO SUPERIOR
                                                                             COURT
    Comparing in-house vs. outsourced
•

    ediscovery management
                                                                             TYCO INTERNATIONAL
                                                                             (US) INC.
    The judicial perspective
•


                                               PLUS: Earn CLE                SUN MICROSYSTEMS, INC.
    Protecting the attorney-client
•
                                             credits by attending!
    privilege: Federal Rule of                                               TIVO INC.
    Evidence 502
                                                                             U.S. DEPARTMENT OF JUSTICE,
                                                                             ANTITRUST DIVISION
Sponsors:

                                                                             U.S. DISTRICT COURT, DISTRICT
                                                                             OF MASSACHUSETTS

                                                                             U.S. DISTRICT COURT,
                                                                             NORTHERN DISTRICT OF
                                                                             CALIFORNIA
Media Partners:
                                                                             U.S. DISTRICT COURT,
                                                                             SOUTHERN DISTRICT OF NEW
                                                                             YORK

To register call: 416-597-4727 or email daniel.toth@iqpc.com                 VERIZON COMMUNICATIONS
We would like to thank
    our advisory board
    members:
    Edward Rippey, Partner COVINGTON
    & BURLING LLP
    Albert Barsocchini, Assistant General
    Counsel, GUIDANCE SOFTWARE INC.
    Keith Lipman, Director, Legal
    Solutions, INTERWOVEN, INC.
                                                           Dear Colleague:
    David H. Schultz, Manager, Legal
                                                        Cost, cost, cost. The current econ
    Technologies Consulting (Western                                                        omic climate is forcing companies
                                                                                                                                to look
                                                        for ways to cut expenses whereve
    United States), KROLL ONTRACK                                                           r possible. Proactive eDiscovery solu
                                                                                                                                  tions
                                                       are expensive but what is the alter
                                                                                             native? You can’t afford to ignore
    US Magistrate Judge Andrew Peck,                                                                                             the
                                                       problem until faced with a litigation
                                                                                               hold. So what are your options?
    U.S. DISTRICT COURT, SOUTHERN
    DISTRICT OF NEW YORK                               At IQPC’s 7TH eDiscovery conferen
                                                                                           ce, the top executives/visionaries from
                                                                                                                                     all
                                                       facets of the industry will reveal thei
    Patrick Oot, Director of Electronic                                                       r strategies for managing the chal
                                                                                                                                  lenges
                                                       of eDiscovery.
    Discovery & Senior Litigation Counsel,
    VERIZON COMMUNICATIONS
                                                     Hear from:
                                                       In-house corporate counsel discussin
                                                       •
                                                                                             g their best practices for meeting
                                                                                                                                the
                                                       challenges of managing electronicall
    Who Will Attend?                                                                         y stored information while also
                                                       managing the associated costs
      In-House Counsel                                 Partners from leading law firms offe
    •                                              •
                                                                                            ring their views on eDiscovery
                                                      Leading software vendors showcasin
      General Counsel                              •
    •
                                                                                             g the various solutions available
                                                      Judges and government officials offe
                                                   •
      Senior Counsel
    •
                                                                                             ring their perspective on emerging
                                                      issues as well as pinpointing their
      VP Legal                                                                            expectations
    •

      Chief Legal Officers
    •
                                                     At this conference, you will learn:
      Director of Legal Affairs
    •
                                                       Proactive strategies for record man
                                                   •
                                                                                            agement: Storing ESI properly in the
      Chief Technology Officers                                                                                                     first
                                                       can save you a lot of time and mon
    •
                                                                                             ey in the long run
                                                       What are the latest global privacy
      IT Professionals                              •
    •
                                                                                           issues, data security laws and regu
                                                                                                                                lations
                                                       you need to be aware of
      Compliance Managers
    •
                                                       How to manage the explosion of
                                                    •
                                                                                          corporate email and e-data
      Records/Document Managers
    •
                                                      Specific cost control options: Outsour
                                                   •
                                                                                               cing legal review, reviewing softwar
      Chief Information Officers
    •
                                                                                                                                     e
                                                      options, using temps in-house
      Directors of eDiscovery
    •
                                                      The benefits of educating in-house
                                                   •
                                                                                            counsel to manage eDiscovery
      Litigation Support Personnel                    What exactly is expected by the judic
    •                                             •
                                                                                              ial side
                                                      Cutting edge software solutions
                                                  •
      Litigators
    •

                                                      What the future of new technolo
                                                  •
    Outside Counsel Specializing In:                                                     gies and web 2.0 will mean for your
                                                      eDiscovery process
      Litigation
    •

      eDiscovery
    •
                                                  IQPC’s 7TH eDiscovery conference build
                                                                                         s on the overwhelming success of
      Compliance
    •
                                                                                                                             our
                                                  series of eDiscovery events. We orga
                                                                                      nize large-scale legal eDiscovery even
                                                                                                                               ts
                                                  annually; New York in December
      Computer Forensic
    •
                                                                                   and this one on the West Coast in
                                                                                                                         April.
      Legal Technology
    •
                                                  These events are well-know industry-
      Judges
    •
                                                                                       leading events, bringing together
                                                 corporate counsels, judges, governm
                                                                                      ent officials, leading law firms, soft
      And more!
    •
                                                                                                                            ware
                                                 vendors and other solution provider
                                                                                     s to discuss the challenges of eDis
                                                                                                                          covery
                                                 and the best practices for meeting
                                                                                    those challenges.
    Earn CLE credits:                            We look forward to welcoming you
                                                                                     to San Francisco and the 7TH eDiscove
                                                                                                                              ry
                                                 conference.
    IQPC will seek CLE accreditation in those
    states requested by registrants (post        Sincerely,
    conference) which have continuing
    education requirements. This is subject
                                                                                              P Don forget to sign up
                                                                                               .S.   ’t
    to the rules, regulations and restrictions
                                                                                              for the comprehensive
    dictated by each individual state
                                                                                             pre-conference workshops.
    organization. Application for
                                                 Lisa Ringlen
    accreditation of this course or program
                                                                                             Se e page 5 for more
                                                 Senior Conference Director
    in all CLE approved states is currently
                                                 IQPC, Inc.                                  information.
    pending. For Financial Aid Policy
    information and to request CLE credits,
    please indicate so when calling to
    register: 1-800-882-8684, or on the
    online registration form.


        To register call: 416-597-4727 or email daniel.toth@iqpc.com
2
Main Conference Day ONE                                                                           TUESDAY, APRIL 28, 2009

            Registration and Coffee                                                                 Where’s the best place to start? What investments give you the best return
    7:15                                                                                          •

                                                                                                    and deliver the greatest impact?
            Opening Remarks                                                                       • What challenges are you facing with international cases and how are you
    8:00
                                                                                                    meeting those challenges?
            Day One Chair: Brian H. Karney, Chief Operating
                                                                                                  • What have you learned over the past year to make you more prepared for
            Officer, ACCESSDATA CORPORATION
                                                                                                    potential litigation?
            Exploring eDiscovery Solutions While Minimizing Costs                                 Panel Leader:
    8:15
                                                                                                  Steve Fink, Advanced Solutions Development, HP INFORMATION
            How can you cut down on the costs of reviewing massive amounts of
                                                                                                  MANAGEMENT SOFTWARE
            documents?
                                                                                                  Panelists:
            • Vendor management

                                                                                                  Theresa Beaumont, Discovery Counsel, GOOGLE, INC.
            • Use of different software options to review docs

                                                                                                  Tanya Hunter, Director of eDiscovery, INTEL CORPORATION
            • Using technology to streamline discovery & reduce costs

                                                                                                  Larry Denny, Associate General Counsel & Sr. Director, TIVO, INC.
            • Reducing the cost of eDiscovery through automated processes

            • Using temps: What is the downside?

                                                                                                  Networking Luncheon
                                                                                           1:00
            • Off-shoring: Outsourcing document review to India and other

              countries
                                                                                                  Comparing In-House Vs. Outsourced eDiscovery Management
                                                                                           2:00
            • Use of stipulations and negotiations to limit scope of eDiscovery

                                                                                                  One of the major challenges facing many corporations right now is the
            • Use of targeted ESI collections to reduce processing and review costs

                                                                                                  decision to either invest in internal IT or use outside consultants/ specialty
            Panel Leader:
                                                                                                  firms. What is the best option for your organization? Why?
            Michael Duffy, Vice President, Legal Services, MINDCREST
                                                                                                  • Making the case for in-sourcing litigation technology: What are the
            Panelists:
                                                                                                     benefits?
            Karla Wehbe, Information Resources Manager, BECHTEL
                                                                                                  • Which option will save you time and money over the long run?
            CORPORATION
                                                                                                  • Managing an eDiscovery team in house
            Gene Stavrou, Associate Director of Records Management, KRAFT
                                                                                                  • Collaboration between in-house and outside counsel: Managing the
            FOODS
                                                                                                     relationship; what are the roles of each?
            Mary L. Smith, Partner, SCHOEMAN, UPDIKE & KAUFMAN LLP and
                                                                                                  • Exploring in-house vs. outside models
            Former Senior Litigation Counsel, TYCO INTERNATIONAL (US) INC.
                                                                                                  Mark E. Michels, Managing Attorney, CISCO SYSTEMS, INC.
            Strategic Approaches To Record Management                                             Patrick Oot, Director of Electronic Discovery & Senior Litigation
    9:15
                                                                                                  Counsel, VERIZON COMMUNICATIONS
            How you store and manage documents and other electronic
            information in the first place can have a big impact on how much time
                                                                                                  The Judicial Perspective
                                                                                           3:00
            and effort you will need to expend in recalling that information. With
                                                                                                  Hear from a panel of judges at the federal and state level
            the explosion of corporate email, instant messages and text messages,
                                                                                                  • What exactly do they expect?
            how are corporations dealing with the need for e-storage space? As the
                                                                                                  • In a post-Qualcomm patent infringement case world, what is the baseline
            amount of e-data continues to grow, more time will be required to
                                                                                                    for eDiscovery?
            search. What can your corporation do ahead of time to ensure the data
                                                                                                  • Judicial case law trends
            is available and accessible?
                                                                                                  Honorable Richard Kramer, State Judge, SAN FRANCISCO SUPERIOR
            • Exploration of retention and purge policies and how to best

                                                                                                  COURT
              implement them
                                                                                                  Honorable Robert B. Collings, US Magistrate Judge, U.S. DISTRICT
            • The impact of thorough information management on eDiscovery

                                                                                                  COURT, DISTRICT OF MASSACHUSETTS
            • How to better other processes (i.e. records management, enterprise content

                                                                                                  Honorable Elizabeth D. Laporte, US Magistrate Judge, U.S. DISTRICT
              management) in-house to more cost effectively manage eDiscovery
                                                                                                  COURT, NORTHERN DISTRICT OF CALIFORNIA
            • Auditing and enforcing compliance in a systemized repeatable fashion

                                                                                                  Honorable Andrew J. Peck, US Magistrate Judge, U.S. DISTRICT
            • Record retention requirements and issues with searching voice

                                                                                                  COURT, SOUTHERN DISTRICT OF NEW YORK
              recording tapes and recorded conference calls
            • Migration into an RM system

                                                                                                  Networking Break
                                                                                           4:00
            • Best practices for data retention and litigation hold policies

            Cheryl Strom, Sr. Manager, Records Information Management,
                                                                                                  Government Officials Sound Off On eDiscovery
                                                                                           4:30
            MCDONALD'S CORPORATION
                                                                                                  Here from the FTC, DOJ, and other government agencies regarding the state
            Deirdre Brekke, Assistant General Counsel, PACTIV CORPORATION
                                                                                                  of litigation compliance.
            Hanifa A. Baporia, Assistant General Counsel, SUN
                                                                                                  • Where is litigation going?
            MICROSYSTEMS, INC.
                                                                                                  • Problem areas

    10:15 Networking Break                                                                        • Responding to government investigation

                                                                                                  David C. Shonka, Principal Deputy General Counsel, FEDERAL TRADE
    11:00 Document Review Outsourcing                                                             COMMISSION
                                                                                                  Tracy Greer, Trial Attorney, Networks & Technology Enforcement
          Join our panel discussion on the ins and outs, nears and fars, of
                                                                                                  Section, U.S. DEPARTMENT OF JUSTICE, ANTITRUST DIVISION
          document review. From outsourcing, off-shoring and near-shoring to
          the recent bar association opinions; this panel will focus on challenges
                                                                                                  The Legal And Economic Implications Of Electronic Discovery
                                                                                           5:30
          and solutions to demystify document review outsourcing. Topics to be
                                                                                                  Identifying the most important legal and economic implications of
          included in the conversation are:
                                                                                                  eDiscovery and evaluate how eDiscovery affects and is affected by
          • ABA and other Bar association opinions

                                                                                                  technology, costs, business practices, legal outcomes, and public policy.
          • Outsourcing, off-shoring and near-shoring
                                                                                                  • Current state of eDiscovery law
          • Pricing models
                                                                                                  • Impact of eDiscovery on litigation outcomes
          • Budget accountability
                                                                                                  • The costs of eDiscovery
          • Scope management
                                                                                                  • Forward-looking review of emerging technologies
          • Drivers and resistors
                                                                                                  • Evaluation of Federal Rules
          Diane Barrasso, Principal, DELOITTE FINANCIAL
                                                                                                  • Assessment of effects of eDiscovery on business practices
          ADVISORY SERVICES LLP
                                                                                                  Carrie Mallen, Owner, Director of Information Governance,
    12:00 eDiscovery Readiness Planning: How Corporate Law                                        EDISCOVERY RESPONSE TEAM
            Departments Are Dealing with eDiscovery                                               James N. Dertouzos, Senior Economist, RAND INSTITUTE FOR CIVIL
                                                                                                  JUSTICE (ICJ)
                Managing eDiscovery as part of your overall corporate governance
            •

                                                                                                  Kris Pribadi, Legal Consultant, KROLL ONTRACK, INC.
                strategy
                How are corporate law departments reconciling eDiscovery needs with
            •

                                                                                                  Networking Cocktail Hour
                                                                                           6:30
                business needs?
                Review of best corporate practices for managing eDiscovery, both
            •

                internally and through outsourcing
                Funding: How do you get your organization to pay for it?
            •




     To register call: 416-597-4727 or email daniel.toth@iqpc.com
3
Main Conference Day TWO                                                                                                                     WEDNESDAY, APRIL 29, 2009

                Registration and Coffee                                                                                                Best Practices For Systemized Keyword Searches
    8:00                                                                                                                   2:00
                                                                                                                                       There have been several cases criticizing key word searches that were not
                Opening Remarks & Day One Recap
    8:30                                                                                                                               well-explained to the court. Currently, there is a split on the ethical issue of
                Albert Barsocchini, Senior Director and Assistant                                                                      the standards for searching for metadata in materials produced in discovery.
                General Counsel, GUIDANCE SOFTWARE, INC.                                                                               • Creating a defensible search strategies for litigation

                                                                                                                                       • Judicial criticism of keyword search: What exactly is acceptable?

                Best Practices For Conducting A Privilege Review
    8:45                                                                                                                               • Comparing alternative search technology: clustering, Bayesian

                A privilege review can be both expensive and risky if not done correctly.                                                Classifiers, Taxonomies / Ontologies
                Knowing the do’s and don’ts can help litigators avoid costly mistakes.                                                 Keith Lipman, Director, Legal Solutions, INTERWOVEN, INC.
                • Creating privilege logs

                                                                                                                                       Dealing With Data Security And Privacy Laws When
                • Managing privilege reviews in global corporations: The challenges of                                     3:00
                                                                                                                                       Conducting Ediscovery
                  disparate language and country
                • Jurisdictional differences in log content                                                                            Interplay between eDiscovery and data security laws: Implications of large scale
                • Best practices                                                                                                       eDiscovery cases and what happens when data security laws are violated.
                • Judicial perspective                                                                                                 • Overview of data privacy and security laws

                Michelangelo Troisi, Senior Counsel & Director of Risk                                                                 • How are international privacy laws impacting eDiscovery?

                Management, SAMSUNG ELECTRONICS AMERICA, INC.                                                                          • Different laws in different countries: How can you stay up-to-date on all

                Honorable Andrew J. Peck, US Magistrate Judge, U.S. DISTRICT                                                             of them?
                COURT, SOUTHERN DISTRICT OF NEW YORK                                                                                   • The challenge of educating in-house counsel

                                                                                                                                       • Avoiding data breaches and IP theft

                Protecting The Attorney-Client Privilege: Federal Rule Of
    9:45                                                                                                                               • How to mitigate the risk of lawsuits from data security breaches

                Evidence 502                                                                                                           • Government laws (i.e. SS Protection Act, SB-1386) vs. commercial sector

                Beyond the basics of the newly amended FRE 502: What specifically                                                        mandates (i.e. PCI DSS)
                does it mean for your eDiscovery processes?                                                                            David C. Shonka, Principal Deputy General Counsel, FEDERAL
                • Privilege & inadvertent production waiver: Claw-backs and quick-peeks                                                TRADE COMMISSION
                • FRE 502 Amendments in relation to Victor Stanley Case

                                                                                                                                       Networking Break
                • Understanding the process of preventing waiver of privilege                                              3:45
                Martin T. Tully, Partner, KATTEN MUCHIN ROSENMAN LLP
                                                                                                                                       eDiscovery In Large, Complex Litigation
                Cassandra George, Attorney, PURDUE PHARMA LP                                                               4:15
                Patrick Oot, Director of Electronic Discovery & Senior Litigation                                                        What are the keys to managing complex litigation including class action
                                                                                                                                       •

                Counsel, VERIZON COMMUNICATIONS                                                                                          cases?
                                                                                                                                       • How to control costs

    10:45 Networking Break                                                                                                             • What to expect

                                                                                                                                       Panel Leader:
    11:15 eDiscovery In The Financial Sector                                                                                           Edward Rippey, Partner, COVINGTON & BURLING LLP
          With financial Institutions cutting back on everything, how will they                                                        Panelists:
          be able to maintain proper eDiscovery? Will we see a rash of                                                                 Skye Lynn Perryman, Associate, COVINGTON & BURLING LLP
          eDiscovery cases in the wake of down-and-out financial corporations?                                                         Michelangelo Troisi, Senior Counsel & Director of Risk
          Gregory R. Witczak, Vice President & Director of eDiscovery,                                                                 Management, SAMSUNG ELECTRONICS AMERICA, INC.
          LEHMAN BROTHERS HOLDINGS INC.
                                                                                                                                       The Future Of eDiscovery
                                                                                                                           5:15
    12:15 The Pros And Cons Of Off-Shore Document Reviews                                                                              Electronic means of communication and information sharing are in a constant
          Sending your documents to India, Indonesia and other far-off destinations.                                                   state of development and advancement. What will new technologies mean to
          • Legal and ethical concerns
                                                                                                                                       your eDiscovery processes? How will increased corporate usage of all things
          • Preserving corporate confidences and secrets when documents are
                                                                                                                                       electronic impact your ability to manage, store, recall and process data and
            shipped overseas for review                                                                                                ultimately impact your bottom line? This discussion will focus on some of the
          • Exploring what options are available
                                                                                                                                       issues you will be faced with in the future including instant messaging,
          • Outsource agreements
                                                                                                                                       texting, Web 2.0 and other emerging issues.
          • Violation of the new European Union right to privacy                                                                       Angeline G. Chen, Associate General Counsel, LOCKHEED MARTIN
          Scott T. Rickman, Associate General Counsel, DEL MONTE FOODS                                                                 CORPORATION
                                                                                                                                       Kris Pribadi, Legal Consultant, KROLL ONTRACK, INC.
                Networking Luncheon
    1:00
                                                                                                                                       Conference Concludes
                                                                                                                           6:15

    About Our Sponsors
                           Founded in 1997, Guidance Software is recognized worldwide as the industry leader in                                    AccessData has pioneered digital investigations for twenty years, providing the technology that
                           computer investigation solutions. Its EnCase® solutions provide the foundation for both                                 empowers law enforcement, government agencies and corporations throughout the world to
                           law enforcement and corporate enterprise investigations that enable corporate,                                          perform thorough computer investigations with speed and efficiency. AccessData's in-house
    government and law enforcement agencies to conduct effective computer investigations of all types, respond             eDiscovery solution enables organizations to preview, search for, analyze, process and forensically preserve only
    promptly to eDiscovery requests, and conduct rapid and thorough internal investigations involving digital              potentially relevant ESI in an automated and cost effective manner—all from a central location. Website:
    evidence, all while maintaining the forensic integrity of the data. More than 20,000 investigators depend on           www.accessdata.com
    EnCase software, and nearly 4,000 investigators attend Guidance Software’s forensic methodology training
    annually. Validated by numerous courts worldwide, EnCase is also frequently honored with top security awards                                      Interwoven helps more than half of the Am Law 100 firms—as well as a number of Fortune
    from eWEEK, SC Magazine, Network Computing and others. Website: www.guidancesoftware.com                                                          500 corporations—significantly streamline and simplify eDiscovery with an “always on”
                                                                                                                           hosted service called Interwoven Discovery Mining.
               HP is the world's largest technology company, with annual revenues of $104.3 billion. HP's Software           Easy to use with nominal training
                                                                                                                           •


               Division is the 5th largest software organization globally. HP's Information Management Software              Sophisticated and interactive culling and filtering capabilities—gets you to more relevant data more rapidly
                                                                                                                           •


               portfolio is expanding to help customers keep pace with exploding data and information                        Scalable to handle large volumes of electronically stored information
                                                                                                                           •


    requirements. The HP Integrated Archive Platform is the only enterprise class total solution - including software,       Advanced features to accelerate the review and assessment processes
                                                                                                                           •


    hardware, and services to manage email, file, and databases, providing an essential foundation for electronic          The Results: better outcomes with predictable timelines and costs. www.interwoven.com
    discovery and regulatory compliance initiatives maximizing your IT investments. Website:www.hp.com/go/IMhub
                                                                                                                                               Covington & Burling LLP represents clients in cutting-edge technology, litigation, white-collar
                            Deloitte Financial Advisory Services LLP                                                                           defense, transactional, governmental affairs, international, life sciences and other matters. In
                            Deloitte Discovery                                                                             responding to the needs and challenges of our clients, our lawyers draw upon the firm’s expertise and experience in a
                            In a complex business dispute or regulatory investigation, all companies face one              broad array of industries to provide solutions to difficult, complex, and novel problems and issues, whether in litigation,
    certainty: the discovery process. Whether you’re a litigation attorney at a law firm or in-house counsel at a          transactions, or regulatory proceedings. www.cov.com
    corporation, responding to a discovery request involves a myriad of complex requirements for proper data
    collection, processing, hosting, review and production. The number of responsive documents can range from                             Katten Muchin Rosenman LLP is a full-service, national law firm with over 650 attorneys in more than
    hundreds to millions, and each responsive, non-privileged document must be produced in an efficient, secure,                          40 areas of practice. Katten's Electronic Discovery and Evidence Practice is comprised of experienced, “e-
    easily accessible manner. To this end, Deloitte Discovery, a continuum of discovery services, helps counsel and                       savvy” Katten attorneys who strive to stay ahead of the curve with respect to the evolving law, best
    companies control the costs and mitigate the risks associated with the discovery process. For more information         practices, and technologies concerning a host of electronic discovery and evidence issues. The Practice's attorneys
    on how Deloitte Discovery can streamline your discovery process email discovery@deloitte.com.                          advise and counsel clients on achieving and maintaining eDiscovery preparedness as well as navigating state and federal
    www.deloitte.com/us/discovery                                                                                          court requirements and disputes regarding digital discovery and electronic evidence. www.kattenlaw.com

                                   Kroll Ontrack provides technology-driven services and software to help legal,                                Mindcrest is a pioneer and leader in the offshore legal services area and the LPO of choice for
                                   corporate and government entities as well as consumers recover, search, analyze,                             Fortune 500 corporations and top law firms. Established in 2001, Mindcrest has 475+ attorneys
    produce and present data efficiently and cost-effectively. In addition to its award-winning suite of software, Kroll                        based in Chicago, Mumbai and Pune. Our comprehensive portfolio of services include document
    Ontrack provides data recovery, advanced search, paper and electronic discovery, computer forensics, ESI               review and management, contracts management, legal analytics, compliance and legal research. In addition, our deep
    consulting, and trial consulting and presentation services. www.krollontrack.com                                       domain expertise, mature delivery model, client focused approach, business philosophies and culture would make
4                                                                                                                          Mindcrest the ideal partner to help leverage the onshore/offshore model.
Registration
      Pre-Conference Workshops
                                                                                                                                  Information
      MONDAY, APRIL 27, 2009

                                                                                                                                  NOTE: In-House Corporate Counsel includes legal and technology
     Workshop A                                                                                                                   experts within corporations, not including outside counsel,
                                       How To Evaluate eDiscovery Vendors: Finding The                                            consultants, and vendors. IQPC reserves the right to enforce
     8:00 am – 11:00 am
                                       Truth When Everyone Is Screaming eDiscovery                                                pricing on the basis of company type.
     7:15 am Registration
                                                                                                                                  Please note that multiple discounts cannot be combined.
     This session will walk you through how to evaluate                   Discover how these critical capabilities can deliver
                                                                        •


     eDiscovery vendors for each phase of the eDiscovery                  dramatic ROI                                            A $99 processing charge will be assessed to all registrations not
     process. You will learn what the critical capabilities are,          Learn how to evaluate eDiscovery vendors to find        accompanied by credit card payment at the time of registration.
                                                                        •


     how to maximize your investment, and how to sift                     the right solution for you
                                                                                                                                  MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC
     through the sales talk to get to the truth. Session                  Walk away with a detailed set of product evaluation
                                                                        •


     attendees will also walk away with a detailed set of                 criteria                                                * CT residents or people employed in the state of CT must add
     product evaluation criteria.                                       Workshop Leader: Brian H. Karney, Chief                   6% sales tax.
        Learn which critical capabilities your eDiscovery               Operating Officer, ACCESSDATA CORPORATION
     •


                                                                                                                                  TEAM DISCOUNTS
        solution must have
                                                                                                                                  For information on team discounts, please contact IQPC Customer
                                                                                                                                  Service at 1-800-882-8684. Only one discount may be applied per
     Workshop B                                                                                                                   registrant.
                                       Pre-Trial Preparation And Cross Examination Of The
                                                                                                                                  Special Discounts Available: A limited number of discounts are
     11:15 am – 2:15 pm                Corporate 30(B)(6) Witness                                                                 available for the non-profit sector, government organizations and
     11:00 am Registration
                                                                                                                                  academia. For more information, please contact customer service
                                                                                                                                  at 1-800-882-8684.
     This course is approved for California MCLE credit                   Proactive approaches to identifying qualified
                                                                        •


       Legal overview                                                     witnesses alternatives to deposition mock deposition
     •
                                                                                                                                  Details for making payment via EFT or wire transfer:
       Current challenges                                                 / cross
     •
                                                                                                                                  JPMorgan Chase
       Witness obligation                                                 Examination Q and A
     •                                                                  •
                                                                                                                                  Penton Learning Systems LLC dba IQPC: 957-097239
       Witness preparation                                              Workshop Leader: Albert Barsocchini, Senior
     •
                                                                                                                                  ABA/Routing #: 021000021
       Witness deposition topics                                        Director and Assistant General Counsel,
     •
                                                                                                                                  Reference: Please include the name of the attendee(s) and the
       Proactive approaches to identifying qualified witness            GUIDANCE SOFTWARE, INC.
     •
                                                                                                                                  event number: 10393.006
       Alternatives to deposition
     •

                                                                                                                                  Payment Policy: Payment is due in full at the time of registration
                                                                                                                                  and includes lunches, refreshment and detailed conference
     Workshop C                        Ediscovery In A Down Economy: Achieving                                                    materials. Your registration will not be confirmed until payment is
                                                                                                                                  received and may be subject to cancellation. For IQPC’s
                                       Litigation Readiness While Cutting Costs &
     2:45 pm – 5:45 pm                                                                                                            Cancellation, Postponement and Substitution Policy, please
                                       Improving Outcomes
     2:30 pm Registration                                                                                                         visit www.iqpc.com/cancellation
                                                                                                                                  Venue:
    In today's litigious environment, enterprises are                How building scalable enterprise information
                                                                   •
                                                                                                                                                      Le Meridien San Francisco
    bombarded by mountains of data, shortened court-                 management and eDiscovery capabilities can
                                                                                                                                                      333 Battery Street
    appointed deadlines and skyrocketing eDiscovery                  make your company more quot;litigation-readyquot; and
                                                                                                                                                      San Francisco, CA 94111
    costs. Data volumes are doubling every 18 months                 allow you to evolve in a changing business and
                                                                                                                                                      Reservations 866-837-4184
    and enterprises have never been more challenged.                 eDiscovery environment
    No matter where your organization is in its                      Additional eDiscovery quot;best practicesquot; other                 Attendees of the 7th eDiscovery conference will receive a reduced
                                                                   •


    eDiscovery readiness journey, this workshop can                  successful organizations are implementing to                 room rate of $227/night inclusive of taxes. The rate is available
    help. In this session we will explore:                           improve outcomes, avoid pitfalls and reduce costs            until April 3, 2009 subject to availability.
       How your organization can lay a broad                         How your organization can achieve the balancing
    •                                                              •

                                                                                                                                  Note: Contact hotel for direction and transportation suggestions.
       foundation for eDiscovery readiness that can                  act of cutting costs, protecting the business, and
       grow with you                                                 preparing for the future                                     Special Dietary Needs: If you have a dietary restriction, please
       Concrete steps that allow you to proactively                Workshop Leaders:
    •
                                                                                                                                  contact Customer Service at 1-800-882-8684 to discuss your
       address records management and eDiscovery                   Steve Fink, Director, Advanced Solution                        specific needs.
       readiness rather than taking a reactive approach            Development, HP SOFTWARE
                                                                                                                                  ©2008 IQPC. All Rights Reserved. The format, design, content and
       How the recent economic downturn will impact                David Cohen, Partner, Co-chair - eDiscovery
    •


                                                                                                                                  arrangement of this brochure constitute a trademark of IQPC.
       your eDiscovery compliance and governance                   Analysis & Technology (e-DAT) Group, K&L
                                                                                                                                  Unauthorized reproduction will be actionable under the Lanham
       strategies going forward                                    GATES LLP
                                                                                                                                  Act and common law principles.
       What are the real risks and threats of eDiscovery           Dean Gonsowski, Vice President, eDiscovery
    •


       and how do you minimize those risks, while                  Services (former General Counsel), CLEARWELL
       maximizing cost savings and auxiliary benefits,             SYSTEMS
       such as better records management?
                                                                                                                                  Sponsorship and Exhibition
                                                                                                                                  Opportunities
      Pricing                                                                                                                     Sponsorships and Exhibits are excellent opportunities for your
                                                                                                                                  company to showcase its products and services to high-level,
         Standard Pricing                     Register by 3/6/09               Register by 4/3/09           Standard Price        targeted decision makers attending eDiscovery 2009. Legal IQ
                                                                                                                                  and eDiscovery help companies like yours achieve sales,
         Conference Only                      $1,999 (save $800)               $2,399 (save $400)               $2,799
                                                                                                                                  marketing and branding objectives by setting aside a limited
         Conference + 1 Workshop              $2,548 (save $800)               $2,948 (save $400)               $3,348
                                                                                                                                  number of event sponsorships and exhibit spaces – all of which
         Conference + 2 Workshops             $3,097 (save $800)               $3,497 (save $400)               $3,897            are custom-tailored to help your company create a platform to
                                                                                                                                  maximize its exposure at the event. For more information on
         Conference + 3 Workshops             $3,546 (save $900)               $3,946 (save $500)         $4,346 (save $100)
                                                                                                                                  Sponsoring or Exhibiting at eDiscovery conference, please contact
         Workshops Only                           $549 each                        $549 each                  $549 each
                                                                                                                                  Mario Matulich at 866-232-8660 or sponsorship@iqpc.com.
         In-House                          Register by    Register by       Register by   Register by   Register by Standard
         Counsel                             1/23/09         2/6/09           2/20/09        3/6/09        4/3/09       Price

                                                                                                                                  Media Partners
         Conference Only                   (save $700)    (save $600)       (save $500)   (save $400)   (save $200)
                                              $1,099         $1,199            $1,299        $1,399        $1,599      $1,799
         Conference + 1 Workshop           (save $700)    (save $600)       (save $500)   (save $400)   (save $200)
                                              $1,648         $1,748            $1,848        $1,948        $2,148      $2,348
         Conference + 2 Workshops          (save $700)    (save $600)       (save $500)   (save $400)   (save $200)
                                              $2,197         $2,297            $2,397        $2,497        $2,697      $2,897
         Conference + 3 Workshops          (save $800)    (save $700)       (save $600)   (save $500)   (save $300) (save $100)
                                              $2,646         $2,746            $2,846        $2,946        $3,146      $3,346
         Workshops Only                     $549 each      $549 each         $549 each     $549 each     $549 each $549 each
5     To register call: 416-597-4727 or email daniel.toth@iqpc.com
International Quality & Productivity Center
                     REGISTRATION CARD                                           535 5th Avenue, 8th Floor
                                                                                 New York, NY 10017
YES! Please register me for




❑ Conference + 1 Workshop             ❑ Conference + 3 Workshops
❑ Conference + 2 Workshops            ❑ Conference Only

See Page 5 for pricing details.
                      Your customer registration code is:




               When registering, please provide the code above.

Name__________________________________ Job Title ________________________
Organization____________________________________________________________
Approving Manager______________________________________________________
Address_______________________________________________________________
City__________________________________State______________Zip___________
Phone________________________________Fax_______________________________
                                                                                                     5 EASY WAYS TO REGISTER:
E-mail__________________________________________________________________
❑ Please keep me informed via email about this and other related events.                                 Web: www.ediscoveryevent.com
                                                                                                     1
❑ Check enclosed for $_________ (Payable to IQPC)                                                    2   Call:     416-597-4727
❑ Charge my __Amex __Visa __Mastercard __Diners Club                                                     Email: daniel.toth@iqpc.com
                                                                                                     3
Card #____________________________________Exp. Date___/___                                               Fax:      1-646-378-6025
                                                                                                     4
                                                                                                     5
Details for making payment via EFT or wire transfer can be found on                                      Mail:     IQPC
preceding page.                                                                                                    535 5th Avenue, 8th Floor,
                                                                                                                   New York, NY 10017
❑ I cannot attend, but please keep me informed of all future events.               10393.006/D/NP



                                                                                                                 Hard-Hitting Strategies from
                                                                                                                 eDiscovery Experts:
                                                                                                                 BECHTEL CORPORATION
                                                                                                                 CISCO SYSTEMS, INC.
                                                                                                                 DEL MONTE FOODS COMPANY
                                                                                                                 FEDERAL TRADE COMMISSION
                                                                                                                 GOOGLE, INC.
                                                                                                                 INTEL CORPORATION
                                                                                                                 KRAFT FOODS
                                                                                                                 LEHMAN BROTHERS HOLDINGS INC.
                                                                                                                 LOCKHEED MARTIN CORPORATION
                                                                                                                 MCDONALD'S CORPORATION
                                                                                                                 PACTIV CORPORATION
                                                                                                                 PURDUE PHARMA LP
   Examining eDiscovery Issues from Legal, IT,                                                                   RAND INSTITUTE FOR CIVIL JUSTICE (ICJ)
   Compliance & Records Management Perspectives                                                                  SAMSUNG ELECTRONICS AMERICA, INC.
                                                                                                                 SAN FRANCISCO SUPERIOR COURT
                                                                                                                 TYCO INTERNATIONAL
                                                                                                                 (US) INC.

   April 27-29, 2009                                                                                             SUN MICROSYSTEMS, INC.
                                                                        PLUS: Earn CLE                           TIVO INC.
   Le Meridien San Francisco                                           credits by attending!                     U.S. DEPARTMENT OF JUSTICE, ANTITRUST
                                                                                                                 DIVISION
   San Francisco, CA                                                                                             U.S. DISTRICT COURT, DISTRICT OF
                                                                                                                 MASSACHUSETTS
                                                                                                                 U.S. DISTRICT COURT, NORTHERN DISTRICT
                                                                                                                 OF CALIFORNIA
   Sponsors:
                                                                                                                 U.S. DISTRICT COURT, SOUTHERN DISTRICT
                                                                                                                 OF NEW YORK
                                                                                                                 VERIZON COMMUNICATIONS

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7th Annual eDiscovery Conference

  • 1. Fresh Strategies from eDiscovery Experts: BECHTEL CORPORATION CISCO SYSTEMS, INC. DEL MONTE FOODS COMPANY FEDERAL TRADE COMMISSION Examining eDiscovery Issues from Legal, IT, GOOGLE, INC. Compliance & Records Management Perspectives INTEL CORPORATION KRAFT FOODS April 27-29, 2009 • Le Meridien San Francisco LEHMAN BROTHERS HOLDINGS San Francisco, CA INC. Hear from the leading eDiscovery law firms, in-house LOCKHEED MARTIN experts, government officials, judges and software CORPORATION vendors on the key issues including: MCDONALD'S CORPORATION Exploring eDiscovery solutions Best practices for systemized • • PACTIV CORPORATION while minimizing costs keyword searches PURDUE PHARMA LP Strategic approaches to record Dealing with data security and • • management privacy laws when conducting RAND INSTITUTE FOR CIVIL eDiscovery JUSTICE (ICJ) Document review outsourcing • eDiscovery in large, complex • SAMSUNG ELECTRONICS eDiscovery readiness planning: litigation • AMERICA, INC. How corporate law departments are dealing with ediscovery The future of eDiscovery • SAN FRANCISCO SUPERIOR COURT Comparing in-house vs. outsourced • ediscovery management TYCO INTERNATIONAL (US) INC. The judicial perspective • PLUS: Earn CLE SUN MICROSYSTEMS, INC. Protecting the attorney-client • credits by attending! privilege: Federal Rule of TIVO INC. Evidence 502 U.S. DEPARTMENT OF JUSTICE, ANTITRUST DIVISION Sponsors: U.S. DISTRICT COURT, DISTRICT OF MASSACHUSETTS U.S. DISTRICT COURT, NORTHERN DISTRICT OF CALIFORNIA Media Partners: U.S. DISTRICT COURT, SOUTHERN DISTRICT OF NEW YORK To register call: 416-597-4727 or email daniel.toth@iqpc.com VERIZON COMMUNICATIONS
  • 2. We would like to thank our advisory board members: Edward Rippey, Partner COVINGTON & BURLING LLP Albert Barsocchini, Assistant General Counsel, GUIDANCE SOFTWARE INC. Keith Lipman, Director, Legal Solutions, INTERWOVEN, INC. Dear Colleague: David H. Schultz, Manager, Legal Cost, cost, cost. The current econ Technologies Consulting (Western omic climate is forcing companies to look for ways to cut expenses whereve United States), KROLL ONTRACK r possible. Proactive eDiscovery solu tions are expensive but what is the alter native? You can’t afford to ignore US Magistrate Judge Andrew Peck, the problem until faced with a litigation hold. So what are your options? U.S. DISTRICT COURT, SOUTHERN DISTRICT OF NEW YORK At IQPC’s 7TH eDiscovery conferen ce, the top executives/visionaries from all facets of the industry will reveal thei Patrick Oot, Director of Electronic r strategies for managing the chal lenges of eDiscovery. Discovery & Senior Litigation Counsel, VERIZON COMMUNICATIONS Hear from: In-house corporate counsel discussin • g their best practices for meeting the challenges of managing electronicall Who Will Attend? y stored information while also managing the associated costs In-House Counsel Partners from leading law firms offe • • ring their views on eDiscovery Leading software vendors showcasin General Counsel • • g the various solutions available Judges and government officials offe • Senior Counsel • ring their perspective on emerging issues as well as pinpointing their VP Legal expectations • Chief Legal Officers • At this conference, you will learn: Director of Legal Affairs • Proactive strategies for record man • agement: Storing ESI properly in the Chief Technology Officers first can save you a lot of time and mon • ey in the long run What are the latest global privacy IT Professionals • • issues, data security laws and regu lations you need to be aware of Compliance Managers • How to manage the explosion of • corporate email and e-data Records/Document Managers • Specific cost control options: Outsour • cing legal review, reviewing softwar Chief Information Officers • e options, using temps in-house Directors of eDiscovery • The benefits of educating in-house • counsel to manage eDiscovery Litigation Support Personnel What exactly is expected by the judic • • ial side Cutting edge software solutions • Litigators • What the future of new technolo • Outside Counsel Specializing In: gies and web 2.0 will mean for your eDiscovery process Litigation • eDiscovery • IQPC’s 7TH eDiscovery conference build s on the overwhelming success of Compliance • our series of eDiscovery events. We orga nize large-scale legal eDiscovery even ts annually; New York in December Computer Forensic • and this one on the West Coast in April. Legal Technology • These events are well-know industry- Judges • leading events, bringing together corporate counsels, judges, governm ent officials, leading law firms, soft And more! • ware vendors and other solution provider s to discuss the challenges of eDis covery and the best practices for meeting those challenges. Earn CLE credits: We look forward to welcoming you to San Francisco and the 7TH eDiscove ry conference. IQPC will seek CLE accreditation in those states requested by registrants (post Sincerely, conference) which have continuing education requirements. This is subject P Don forget to sign up .S. ’t to the rules, regulations and restrictions for the comprehensive dictated by each individual state pre-conference workshops. organization. Application for Lisa Ringlen accreditation of this course or program Se e page 5 for more Senior Conference Director in all CLE approved states is currently IQPC, Inc. information. pending. For Financial Aid Policy information and to request CLE credits, please indicate so when calling to register: 1-800-882-8684, or on the online registration form. To register call: 416-597-4727 or email daniel.toth@iqpc.com 2
  • 3. Main Conference Day ONE TUESDAY, APRIL 28, 2009 Registration and Coffee Where’s the best place to start? What investments give you the best return 7:15 • and deliver the greatest impact? Opening Remarks • What challenges are you facing with international cases and how are you 8:00 meeting those challenges? Day One Chair: Brian H. Karney, Chief Operating • What have you learned over the past year to make you more prepared for Officer, ACCESSDATA CORPORATION potential litigation? Exploring eDiscovery Solutions While Minimizing Costs Panel Leader: 8:15 Steve Fink, Advanced Solutions Development, HP INFORMATION How can you cut down on the costs of reviewing massive amounts of MANAGEMENT SOFTWARE documents? Panelists: • Vendor management Theresa Beaumont, Discovery Counsel, GOOGLE, INC. • Use of different software options to review docs Tanya Hunter, Director of eDiscovery, INTEL CORPORATION • Using technology to streamline discovery & reduce costs Larry Denny, Associate General Counsel & Sr. Director, TIVO, INC. • Reducing the cost of eDiscovery through automated processes • Using temps: What is the downside? Networking Luncheon 1:00 • Off-shoring: Outsourcing document review to India and other countries Comparing In-House Vs. Outsourced eDiscovery Management 2:00 • Use of stipulations and negotiations to limit scope of eDiscovery One of the major challenges facing many corporations right now is the • Use of targeted ESI collections to reduce processing and review costs decision to either invest in internal IT or use outside consultants/ specialty Panel Leader: firms. What is the best option for your organization? Why? Michael Duffy, Vice President, Legal Services, MINDCREST • Making the case for in-sourcing litigation technology: What are the Panelists: benefits? Karla Wehbe, Information Resources Manager, BECHTEL • Which option will save you time and money over the long run? CORPORATION • Managing an eDiscovery team in house Gene Stavrou, Associate Director of Records Management, KRAFT • Collaboration between in-house and outside counsel: Managing the FOODS relationship; what are the roles of each? Mary L. Smith, Partner, SCHOEMAN, UPDIKE & KAUFMAN LLP and • Exploring in-house vs. outside models Former Senior Litigation Counsel, TYCO INTERNATIONAL (US) INC. Mark E. Michels, Managing Attorney, CISCO SYSTEMS, INC. Strategic Approaches To Record Management Patrick Oot, Director of Electronic Discovery & Senior Litigation 9:15 Counsel, VERIZON COMMUNICATIONS How you store and manage documents and other electronic information in the first place can have a big impact on how much time The Judicial Perspective 3:00 and effort you will need to expend in recalling that information. With Hear from a panel of judges at the federal and state level the explosion of corporate email, instant messages and text messages, • What exactly do they expect? how are corporations dealing with the need for e-storage space? As the • In a post-Qualcomm patent infringement case world, what is the baseline amount of e-data continues to grow, more time will be required to for eDiscovery? search. What can your corporation do ahead of time to ensure the data • Judicial case law trends is available and accessible? Honorable Richard Kramer, State Judge, SAN FRANCISCO SUPERIOR • Exploration of retention and purge policies and how to best COURT implement them Honorable Robert B. Collings, US Magistrate Judge, U.S. DISTRICT • The impact of thorough information management on eDiscovery COURT, DISTRICT OF MASSACHUSETTS • How to better other processes (i.e. records management, enterprise content Honorable Elizabeth D. Laporte, US Magistrate Judge, U.S. DISTRICT management) in-house to more cost effectively manage eDiscovery COURT, NORTHERN DISTRICT OF CALIFORNIA • Auditing and enforcing compliance in a systemized repeatable fashion Honorable Andrew J. Peck, US Magistrate Judge, U.S. DISTRICT • Record retention requirements and issues with searching voice COURT, SOUTHERN DISTRICT OF NEW YORK recording tapes and recorded conference calls • Migration into an RM system Networking Break 4:00 • Best practices for data retention and litigation hold policies Cheryl Strom, Sr. Manager, Records Information Management, Government Officials Sound Off On eDiscovery 4:30 MCDONALD'S CORPORATION Here from the FTC, DOJ, and other government agencies regarding the state Deirdre Brekke, Assistant General Counsel, PACTIV CORPORATION of litigation compliance. Hanifa A. Baporia, Assistant General Counsel, SUN • Where is litigation going? MICROSYSTEMS, INC. • Problem areas 10:15 Networking Break • Responding to government investigation David C. Shonka, Principal Deputy General Counsel, FEDERAL TRADE 11:00 Document Review Outsourcing COMMISSION Tracy Greer, Trial Attorney, Networks & Technology Enforcement Join our panel discussion on the ins and outs, nears and fars, of Section, U.S. DEPARTMENT OF JUSTICE, ANTITRUST DIVISION document review. From outsourcing, off-shoring and near-shoring to the recent bar association opinions; this panel will focus on challenges The Legal And Economic Implications Of Electronic Discovery 5:30 and solutions to demystify document review outsourcing. Topics to be Identifying the most important legal and economic implications of included in the conversation are: eDiscovery and evaluate how eDiscovery affects and is affected by • ABA and other Bar association opinions technology, costs, business practices, legal outcomes, and public policy. • Outsourcing, off-shoring and near-shoring • Current state of eDiscovery law • Pricing models • Impact of eDiscovery on litigation outcomes • Budget accountability • The costs of eDiscovery • Scope management • Forward-looking review of emerging technologies • Drivers and resistors • Evaluation of Federal Rules Diane Barrasso, Principal, DELOITTE FINANCIAL • Assessment of effects of eDiscovery on business practices ADVISORY SERVICES LLP Carrie Mallen, Owner, Director of Information Governance, 12:00 eDiscovery Readiness Planning: How Corporate Law EDISCOVERY RESPONSE TEAM Departments Are Dealing with eDiscovery James N. Dertouzos, Senior Economist, RAND INSTITUTE FOR CIVIL JUSTICE (ICJ) Managing eDiscovery as part of your overall corporate governance • Kris Pribadi, Legal Consultant, KROLL ONTRACK, INC. strategy How are corporate law departments reconciling eDiscovery needs with • Networking Cocktail Hour 6:30 business needs? Review of best corporate practices for managing eDiscovery, both • internally and through outsourcing Funding: How do you get your organization to pay for it? • To register call: 416-597-4727 or email daniel.toth@iqpc.com 3
  • 4. Main Conference Day TWO WEDNESDAY, APRIL 29, 2009 Registration and Coffee Best Practices For Systemized Keyword Searches 8:00 2:00 There have been several cases criticizing key word searches that were not Opening Remarks & Day One Recap 8:30 well-explained to the court. Currently, there is a split on the ethical issue of Albert Barsocchini, Senior Director and Assistant the standards for searching for metadata in materials produced in discovery. General Counsel, GUIDANCE SOFTWARE, INC. • Creating a defensible search strategies for litigation • Judicial criticism of keyword search: What exactly is acceptable? Best Practices For Conducting A Privilege Review 8:45 • Comparing alternative search technology: clustering, Bayesian A privilege review can be both expensive and risky if not done correctly. Classifiers, Taxonomies / Ontologies Knowing the do’s and don’ts can help litigators avoid costly mistakes. Keith Lipman, Director, Legal Solutions, INTERWOVEN, INC. • Creating privilege logs Dealing With Data Security And Privacy Laws When • Managing privilege reviews in global corporations: The challenges of 3:00 Conducting Ediscovery disparate language and country • Jurisdictional differences in log content Interplay between eDiscovery and data security laws: Implications of large scale • Best practices eDiscovery cases and what happens when data security laws are violated. • Judicial perspective • Overview of data privacy and security laws Michelangelo Troisi, Senior Counsel & Director of Risk • How are international privacy laws impacting eDiscovery? Management, SAMSUNG ELECTRONICS AMERICA, INC. • Different laws in different countries: How can you stay up-to-date on all Honorable Andrew J. Peck, US Magistrate Judge, U.S. DISTRICT of them? COURT, SOUTHERN DISTRICT OF NEW YORK • The challenge of educating in-house counsel • Avoiding data breaches and IP theft Protecting The Attorney-Client Privilege: Federal Rule Of 9:45 • How to mitigate the risk of lawsuits from data security breaches Evidence 502 • Government laws (i.e. SS Protection Act, SB-1386) vs. commercial sector Beyond the basics of the newly amended FRE 502: What specifically mandates (i.e. PCI DSS) does it mean for your eDiscovery processes? David C. Shonka, Principal Deputy General Counsel, FEDERAL • Privilege & inadvertent production waiver: Claw-backs and quick-peeks TRADE COMMISSION • FRE 502 Amendments in relation to Victor Stanley Case Networking Break • Understanding the process of preventing waiver of privilege 3:45 Martin T. Tully, Partner, KATTEN MUCHIN ROSENMAN LLP eDiscovery In Large, Complex Litigation Cassandra George, Attorney, PURDUE PHARMA LP 4:15 Patrick Oot, Director of Electronic Discovery & Senior Litigation What are the keys to managing complex litigation including class action • Counsel, VERIZON COMMUNICATIONS cases? • How to control costs 10:45 Networking Break • What to expect Panel Leader: 11:15 eDiscovery In The Financial Sector Edward Rippey, Partner, COVINGTON & BURLING LLP With financial Institutions cutting back on everything, how will they Panelists: be able to maintain proper eDiscovery? Will we see a rash of Skye Lynn Perryman, Associate, COVINGTON & BURLING LLP eDiscovery cases in the wake of down-and-out financial corporations? Michelangelo Troisi, Senior Counsel & Director of Risk Gregory R. Witczak, Vice President & Director of eDiscovery, Management, SAMSUNG ELECTRONICS AMERICA, INC. LEHMAN BROTHERS HOLDINGS INC. The Future Of eDiscovery 5:15 12:15 The Pros And Cons Of Off-Shore Document Reviews Electronic means of communication and information sharing are in a constant Sending your documents to India, Indonesia and other far-off destinations. state of development and advancement. What will new technologies mean to • Legal and ethical concerns your eDiscovery processes? How will increased corporate usage of all things • Preserving corporate confidences and secrets when documents are electronic impact your ability to manage, store, recall and process data and shipped overseas for review ultimately impact your bottom line? This discussion will focus on some of the • Exploring what options are available issues you will be faced with in the future including instant messaging, • Outsource agreements texting, Web 2.0 and other emerging issues. • Violation of the new European Union right to privacy Angeline G. Chen, Associate General Counsel, LOCKHEED MARTIN Scott T. Rickman, Associate General Counsel, DEL MONTE FOODS CORPORATION Kris Pribadi, Legal Consultant, KROLL ONTRACK, INC. Networking Luncheon 1:00 Conference Concludes 6:15 About Our Sponsors Founded in 1997, Guidance Software is recognized worldwide as the industry leader in AccessData has pioneered digital investigations for twenty years, providing the technology that computer investigation solutions. Its EnCase® solutions provide the foundation for both empowers law enforcement, government agencies and corporations throughout the world to law enforcement and corporate enterprise investigations that enable corporate, perform thorough computer investigations with speed and efficiency. AccessData's in-house government and law enforcement agencies to conduct effective computer investigations of all types, respond eDiscovery solution enables organizations to preview, search for, analyze, process and forensically preserve only promptly to eDiscovery requests, and conduct rapid and thorough internal investigations involving digital potentially relevant ESI in an automated and cost effective manner—all from a central location. Website: evidence, all while maintaining the forensic integrity of the data. More than 20,000 investigators depend on www.accessdata.com EnCase software, and nearly 4,000 investigators attend Guidance Software’s forensic methodology training annually. Validated by numerous courts worldwide, EnCase is also frequently honored with top security awards Interwoven helps more than half of the Am Law 100 firms—as well as a number of Fortune from eWEEK, SC Magazine, Network Computing and others. Website: www.guidancesoftware.com 500 corporations—significantly streamline and simplify eDiscovery with an “always on” hosted service called Interwoven Discovery Mining. HP is the world's largest technology company, with annual revenues of $104.3 billion. HP's Software Easy to use with nominal training • Division is the 5th largest software organization globally. HP's Information Management Software Sophisticated and interactive culling and filtering capabilities—gets you to more relevant data more rapidly • portfolio is expanding to help customers keep pace with exploding data and information Scalable to handle large volumes of electronically stored information • requirements. The HP Integrated Archive Platform is the only enterprise class total solution - including software, Advanced features to accelerate the review and assessment processes • hardware, and services to manage email, file, and databases, providing an essential foundation for electronic The Results: better outcomes with predictable timelines and costs. www.interwoven.com discovery and regulatory compliance initiatives maximizing your IT investments. Website:www.hp.com/go/IMhub Covington & Burling LLP represents clients in cutting-edge technology, litigation, white-collar Deloitte Financial Advisory Services LLP defense, transactional, governmental affairs, international, life sciences and other matters. In Deloitte Discovery responding to the needs and challenges of our clients, our lawyers draw upon the firm’s expertise and experience in a In a complex business dispute or regulatory investigation, all companies face one broad array of industries to provide solutions to difficult, complex, and novel problems and issues, whether in litigation, certainty: the discovery process. Whether you’re a litigation attorney at a law firm or in-house counsel at a transactions, or regulatory proceedings. www.cov.com corporation, responding to a discovery request involves a myriad of complex requirements for proper data collection, processing, hosting, review and production. The number of responsive documents can range from Katten Muchin Rosenman LLP is a full-service, national law firm with over 650 attorneys in more than hundreds to millions, and each responsive, non-privileged document must be produced in an efficient, secure, 40 areas of practice. Katten's Electronic Discovery and Evidence Practice is comprised of experienced, “e- easily accessible manner. To this end, Deloitte Discovery, a continuum of discovery services, helps counsel and savvy” Katten attorneys who strive to stay ahead of the curve with respect to the evolving law, best companies control the costs and mitigate the risks associated with the discovery process. For more information practices, and technologies concerning a host of electronic discovery and evidence issues. The Practice's attorneys on how Deloitte Discovery can streamline your discovery process email discovery@deloitte.com. advise and counsel clients on achieving and maintaining eDiscovery preparedness as well as navigating state and federal www.deloitte.com/us/discovery court requirements and disputes regarding digital discovery and electronic evidence. www.kattenlaw.com Kroll Ontrack provides technology-driven services and software to help legal, Mindcrest is a pioneer and leader in the offshore legal services area and the LPO of choice for corporate and government entities as well as consumers recover, search, analyze, Fortune 500 corporations and top law firms. Established in 2001, Mindcrest has 475+ attorneys produce and present data efficiently and cost-effectively. In addition to its award-winning suite of software, Kroll based in Chicago, Mumbai and Pune. Our comprehensive portfolio of services include document Ontrack provides data recovery, advanced search, paper and electronic discovery, computer forensics, ESI review and management, contracts management, legal analytics, compliance and legal research. In addition, our deep consulting, and trial consulting and presentation services. www.krollontrack.com domain expertise, mature delivery model, client focused approach, business philosophies and culture would make 4 Mindcrest the ideal partner to help leverage the onshore/offshore model.
  • 5. Registration Pre-Conference Workshops Information MONDAY, APRIL 27, 2009 NOTE: In-House Corporate Counsel includes legal and technology Workshop A experts within corporations, not including outside counsel, How To Evaluate eDiscovery Vendors: Finding The consultants, and vendors. IQPC reserves the right to enforce 8:00 am – 11:00 am Truth When Everyone Is Screaming eDiscovery pricing on the basis of company type. 7:15 am Registration Please note that multiple discounts cannot be combined. This session will walk you through how to evaluate Discover how these critical capabilities can deliver • eDiscovery vendors for each phase of the eDiscovery dramatic ROI A $99 processing charge will be assessed to all registrations not process. You will learn what the critical capabilities are, Learn how to evaluate eDiscovery vendors to find accompanied by credit card payment at the time of registration. • how to maximize your investment, and how to sift the right solution for you MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC through the sales talk to get to the truth. Session Walk away with a detailed set of product evaluation • attendees will also walk away with a detailed set of criteria * CT residents or people employed in the state of CT must add product evaluation criteria. Workshop Leader: Brian H. Karney, Chief 6% sales tax. Learn which critical capabilities your eDiscovery Operating Officer, ACCESSDATA CORPORATION • TEAM DISCOUNTS solution must have For information on team discounts, please contact IQPC Customer Service at 1-800-882-8684. Only one discount may be applied per Workshop B registrant. Pre-Trial Preparation And Cross Examination Of The Special Discounts Available: A limited number of discounts are 11:15 am – 2:15 pm Corporate 30(B)(6) Witness available for the non-profit sector, government organizations and 11:00 am Registration academia. For more information, please contact customer service at 1-800-882-8684. This course is approved for California MCLE credit Proactive approaches to identifying qualified • Legal overview witnesses alternatives to deposition mock deposition • Details for making payment via EFT or wire transfer: Current challenges / cross • JPMorgan Chase Witness obligation Examination Q and A • • Penton Learning Systems LLC dba IQPC: 957-097239 Witness preparation Workshop Leader: Albert Barsocchini, Senior • ABA/Routing #: 021000021 Witness deposition topics Director and Assistant General Counsel, • Reference: Please include the name of the attendee(s) and the Proactive approaches to identifying qualified witness GUIDANCE SOFTWARE, INC. • event number: 10393.006 Alternatives to deposition • Payment Policy: Payment is due in full at the time of registration and includes lunches, refreshment and detailed conference Workshop C Ediscovery In A Down Economy: Achieving materials. Your registration will not be confirmed until payment is received and may be subject to cancellation. For IQPC’s Litigation Readiness While Cutting Costs & 2:45 pm – 5:45 pm Cancellation, Postponement and Substitution Policy, please Improving Outcomes 2:30 pm Registration visit www.iqpc.com/cancellation Venue: In today's litigious environment, enterprises are How building scalable enterprise information • Le Meridien San Francisco bombarded by mountains of data, shortened court- management and eDiscovery capabilities can 333 Battery Street appointed deadlines and skyrocketing eDiscovery make your company more quot;litigation-readyquot; and San Francisco, CA 94111 costs. Data volumes are doubling every 18 months allow you to evolve in a changing business and Reservations 866-837-4184 and enterprises have never been more challenged. eDiscovery environment No matter where your organization is in its Additional eDiscovery quot;best practicesquot; other Attendees of the 7th eDiscovery conference will receive a reduced • eDiscovery readiness journey, this workshop can successful organizations are implementing to room rate of $227/night inclusive of taxes. The rate is available help. In this session we will explore: improve outcomes, avoid pitfalls and reduce costs until April 3, 2009 subject to availability. How your organization can lay a broad How your organization can achieve the balancing • • Note: Contact hotel for direction and transportation suggestions. foundation for eDiscovery readiness that can act of cutting costs, protecting the business, and grow with you preparing for the future Special Dietary Needs: If you have a dietary restriction, please Concrete steps that allow you to proactively Workshop Leaders: • contact Customer Service at 1-800-882-8684 to discuss your address records management and eDiscovery Steve Fink, Director, Advanced Solution specific needs. readiness rather than taking a reactive approach Development, HP SOFTWARE ©2008 IQPC. All Rights Reserved. The format, design, content and How the recent economic downturn will impact David Cohen, Partner, Co-chair - eDiscovery • arrangement of this brochure constitute a trademark of IQPC. your eDiscovery compliance and governance Analysis & Technology (e-DAT) Group, K&L Unauthorized reproduction will be actionable under the Lanham strategies going forward GATES LLP Act and common law principles. What are the real risks and threats of eDiscovery Dean Gonsowski, Vice President, eDiscovery • and how do you minimize those risks, while Services (former General Counsel), CLEARWELL maximizing cost savings and auxiliary benefits, SYSTEMS such as better records management? Sponsorship and Exhibition Opportunities Pricing Sponsorships and Exhibits are excellent opportunities for your company to showcase its products and services to high-level, Standard Pricing Register by 3/6/09 Register by 4/3/09 Standard Price targeted decision makers attending eDiscovery 2009. Legal IQ and eDiscovery help companies like yours achieve sales, Conference Only $1,999 (save $800) $2,399 (save $400) $2,799 marketing and branding objectives by setting aside a limited Conference + 1 Workshop $2,548 (save $800) $2,948 (save $400) $3,348 number of event sponsorships and exhibit spaces – all of which Conference + 2 Workshops $3,097 (save $800) $3,497 (save $400) $3,897 are custom-tailored to help your company create a platform to maximize its exposure at the event. For more information on Conference + 3 Workshops $3,546 (save $900) $3,946 (save $500) $4,346 (save $100) Sponsoring or Exhibiting at eDiscovery conference, please contact Workshops Only $549 each $549 each $549 each Mario Matulich at 866-232-8660 or sponsorship@iqpc.com. In-House Register by Register by Register by Register by Register by Standard Counsel 1/23/09 2/6/09 2/20/09 3/6/09 4/3/09 Price Media Partners Conference Only (save $700) (save $600) (save $500) (save $400) (save $200) $1,099 $1,199 $1,299 $1,399 $1,599 $1,799 Conference + 1 Workshop (save $700) (save $600) (save $500) (save $400) (save $200) $1,648 $1,748 $1,848 $1,948 $2,148 $2,348 Conference + 2 Workshops (save $700) (save $600) (save $500) (save $400) (save $200) $2,197 $2,297 $2,397 $2,497 $2,697 $2,897 Conference + 3 Workshops (save $800) (save $700) (save $600) (save $500) (save $300) (save $100) $2,646 $2,746 $2,846 $2,946 $3,146 $3,346 Workshops Only $549 each $549 each $549 each $549 each $549 each $549 each 5 To register call: 416-597-4727 or email daniel.toth@iqpc.com
  • 6. International Quality & Productivity Center REGISTRATION CARD 535 5th Avenue, 8th Floor New York, NY 10017 YES! Please register me for ❑ Conference + 1 Workshop ❑ Conference + 3 Workshops ❑ Conference + 2 Workshops ❑ Conference Only See Page 5 for pricing details. Your customer registration code is: When registering, please provide the code above. Name__________________________________ Job Title ________________________ Organization____________________________________________________________ Approving Manager______________________________________________________ Address_______________________________________________________________ City__________________________________State______________Zip___________ Phone________________________________Fax_______________________________ 5 EASY WAYS TO REGISTER: E-mail__________________________________________________________________ ❑ Please keep me informed via email about this and other related events. Web: www.ediscoveryevent.com 1 ❑ Check enclosed for $_________ (Payable to IQPC) 2 Call: 416-597-4727 ❑ Charge my __Amex __Visa __Mastercard __Diners Club Email: daniel.toth@iqpc.com 3 Card #____________________________________Exp. Date___/___ Fax: 1-646-378-6025 4 5 Details for making payment via EFT or wire transfer can be found on Mail: IQPC preceding page. 535 5th Avenue, 8th Floor, New York, NY 10017 ❑ I cannot attend, but please keep me informed of all future events. 10393.006/D/NP Hard-Hitting Strategies from eDiscovery Experts: BECHTEL CORPORATION CISCO SYSTEMS, INC. DEL MONTE FOODS COMPANY FEDERAL TRADE COMMISSION GOOGLE, INC. INTEL CORPORATION KRAFT FOODS LEHMAN BROTHERS HOLDINGS INC. LOCKHEED MARTIN CORPORATION MCDONALD'S CORPORATION PACTIV CORPORATION PURDUE PHARMA LP Examining eDiscovery Issues from Legal, IT, RAND INSTITUTE FOR CIVIL JUSTICE (ICJ) Compliance & Records Management Perspectives SAMSUNG ELECTRONICS AMERICA, INC. SAN FRANCISCO SUPERIOR COURT TYCO INTERNATIONAL (US) INC. April 27-29, 2009 SUN MICROSYSTEMS, INC. PLUS: Earn CLE TIVO INC. Le Meridien San Francisco credits by attending! U.S. DEPARTMENT OF JUSTICE, ANTITRUST DIVISION San Francisco, CA U.S. DISTRICT COURT, DISTRICT OF MASSACHUSETTS U.S. DISTRICT COURT, NORTHERN DISTRICT OF CALIFORNIA Sponsors: U.S. DISTRICT COURT, SOUTHERN DISTRICT OF NEW YORK VERIZON COMMUNICATIONS