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Chief Litigation Summit 2009
1. Delegate Information
March 15-17, 2009 | Sawgrass Golf Resort & Spa | Ponte Vedra, FL
summits www.marcusevans.com
In a volatile environment, where the dynamics of law governs the outcome of judicial decisions, corporate
legal executives must continuously remain proactively compliant and vigilant in all areas of legal management
and regulatory revisions. In such a sphere, complacency results in high cost incurrence, corporate
framework collapse and irreparable disrepute. The Chief Litigation Officer Summit provides a revolutionary
platform for senior in-house litigators to strategize on the litigation process, as they endeavor to provide
augmented corporate defense and representation.
2. March 15-17, 2009 | Sawgrass Golf Resort & Spa | Ponte Vedra, FL Delegate Information
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A Unique Event
Litigation continues to be one of the most costly aspects of legal management and defense in many
organizations. Corporations still view this essential element as an expense, rather than the invaluable
asset it is. Legal executives continue to devise innovative strategies in circumventing and managing
the litigation process, as they endeavor to provide augmented corporate defense and representation.
The dynamics of the global legal and regulatory framework has propelled Legal Counsel to remain
proactive in their protection, defense and representation of their organization, as they navigate this
complex litigious maze. Creating a meticulous system to prevent, evaluate and manage all risks is vital
within this legal landscape. Additionally, innovative strategies and best practices must be employed
to ease the burden of legal ramifications in an effort to minimize expenditure.
The Chief Litigation Officer Summit provides the forum for leading attorneys to gain insightful
knowledge into the principal practices in litigation prevention and management. This unparalleled
three-day event guarantees service providers an opportunity to interact with senior level litigation
executives through intimate one-on-one meetings and various informal social networking activities.
This event creates the primary environment, through which business partnerships are forged and fortified
The Summit Program Key Topics
The primary objective of the Chief Litigation Officer Summit is to explore the key aspects and issues
related to litigation best practices and the protection and defense of corporation. The summit's program
topics have been pinpointed and validated by the legal community as the top critical issues they face.
Key Issues Include:
• Reducing product liability litigation costs
• Balancing and protecting business objectives
• Efficiently managing complex litigation
• Carefully choosing the right eDiscovery vendors
• Mastering discovery practices in government investigations
• Efficiently operating an in-house litigation department
• Balancing the multifaceted role of a litigation counsel
• Achieving cost effectiveness in in-house litigation practice
Distinguished Presenters
Joseph West, Associate General Counsel,
Litigation, Wal-Mart Stores
Honorable John Hughes, US Magistrate Judge,
District of New Jersey
Grace Lamont, Head of US Securities Litigation,
PriceWaterhouse Coopers
Alexander Vasilescu, Senior Regional Trial Counsel
and Trial Unit Chief, New York Regional Office,
US Securities and Exchange Commission
William Barnette, Counsel-Commercial
Litigation, Home Depot
Stephen Calkins, Vice President and Associate
General Counsel, Office Depot
Jason Maxwell, Associate General Counsel,
Litigation, Cardinal Health
Jon Campbell, Associate General Counsel,
CapitalOne Financial
Hilary Lane, Vice President, Litigation,
NBC Universal
Mark Kindt, Head of Litigation,
Novelis Corporation
Richard C. Wingate, Vice President and
General Counsel, LG Electronics USA, Inc.
Sarah Padgitt, Senior Litigation Officer,
Baxter International
Chris Yost, Managing Director and Head
of Litigation, Fedex Express
James Villa, Associate General Counsel,
AOL, Time Warner
Jeanne Walker, Associate General Counsel,
Litigation, Celanese Corporation
Jannel Pepper, Senior Litigation Counsel,
The 3M Company
Courtney Camp Enloe, Senior Litigation Counsel,
Georgia-Pacific Corporation
Seth Rivera, Associate General Counsel,
Employment Litigation, Darden Restaurants
3. March 15-17, 2009 | Sawgrass Golf Resort & Spa | Ponte Vedra, FL Delegate Information
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Summit Program
Keynote Presentation
Exploring Key Factors in Handling Fraud: An Insider's Guide
Grace Lamont, Head of US Securities Litigation, PriceWaterhouse Coopers
This session will explore and provide insider information into identifying
and preempting fraud within your corporations. Additionally, key strategies
into efficient legal and fraud process management will also be provided
by this thought legal securities mind with immense experience and
knowledge. This Session will be of immense benefit to attending In-House
Counsel, as it provides invaluable and tactics in curbing and managing a
key area of corporate business that when inefficiently managed can be
detrimental to an organization's reputation and bottom line.
Keynote Presentation
The Multifaceted Role of a Litigation Counsel: Employing Tips and Tools
in Overcoming the Daily Challenges of the Function
Jason Maxwell, Associate General Counsel, Litigation, Cardinal Health
Senior-most Litigation Counsel serve within various functions and are charged
with mammoth responsibility ranging from eDiscovery oversight to Outside
Counsel management; legal budget management to in-house recruitment
and retention. Their tasks sometimes seem limitless, but their time and
resources limited. This presentation will highlight key issues relating to:
• The life of a corporate litigation: the instrumental role
• Establishing appropriate infrastructure into the balancing of these roles
• Employing the use of efficient tools into legal department management
• Efficiently utilizing your limited resources in solving the somewhat
limitless problems
Keynote Presentation
A Call to Action: Promoting Diversity within Corporate Legal Departments
Joseph West, Associate General Counsel, Litigation, Wal-Mart Stores
Wal-Mart has been the pioneer of this paradigm shift and has charged
their corporate peers to heed the call to action, following suite in
promoting and marinating corporate diversity. Acquire some background
information into this initiative and gain insight on the tactics that this retail
giant has used; learn from their successes and gauge your
corporation's performance.
Panel Discussion
Evaluating Your eDiscovery Vendors: Finding the Truth When Everyone
is Screaming eDISCOVERY!!!
Stephen Calkins, Vice President and Associate General Counsel,
Office Depot
James Villa, Associate General Counsel, AOL, Time Warner
Hilary Lane, Vice President, Litigation, NBC Universal
Sarah Padgitt, Senior Litigation Officer, Baxter International
• Evaluating critical capabilities that your eDiscovery service provider
must have
• Choosing your eDiscovery service providers based on their capabilities
and your requirements
• Developing tools in assessing your service providers
• Ensuring maximum return on investment with your service providers
Panel Discussion
Don't Tip the Scale: Balancing and Protecting Business Objectives During
Complex Litigation
Jeanne Walker, Associate General Counsel, Litigation,
Celanese Corporation
This Panel will discuss key areas such as:
• Dealing with common business challenges and pressures
• Assessing helpful strategies finding a balance between the two
• Forecasting, monitoring and managing your legal budget
• Utilizing unconventional, yet useful tools with a limited budget
Presentation
Positioning the Best Class Action Defense for Early Success
William Barnette, Counsel-Commercial Litigation, Home Depot
• Acquiring powerful techniques for defending class actions
• Guiding through every step of mounting a zealous defense
• Delving into tactics for early discovery
• Winning strategies into arguing the case at trial
Presentation
Efficiently Operating an In-House Litigation Department with Minimal Outside
Counsel Fees
Chris Yost, Managing Director and Head of Litigation, Fedex Express
Acquire best practices adopted by the world's #1 express transportation
provider into the efficient and effective operation of an In-House Litigation
Department. Gain insights into the trials, challenges and curative tools
employed by this depart to ensure sustained success in its operation.
Presentation
Mastering Discovery in Government Investigations: What every Counsel
Should Know
Alexander Vasilescu, Senior Regional Trial Counsel and Trial Unit Chief,
New York Regional Office, US Securities and Exchange Commission
• Grasping government's expectations in Electronically Stored Information
(ESI) requests and implementing practices to ensure efficient compliance
• Minimizing delays, maximizing results: utilizing proactive compliance
systems and response plans
• Best strategies in responding to complex ESI demands
• Considering the effects of opening your corporate archives to investigators
Presentation
Effective Use of Courtroom Technology
Honorable John Hughes, US Magistrate Judge, District of New Jersey
Gain insight from a Judicial Head into key considerations in making motions
or responding to objections and carries information on the benefits of the use
of technology from discovery through post-trial briefing. This Session will
serve as a lawyer's guide into the modus operandi within the courtroom as it
relates to technology.
Presentation
Practical Tools in Gaining Efficiency and Cost Effectiveness in In-House
Litigation Practice
Mark Kindt, Head of Litigation, Novelis Corporation
• Describing the Novelis approach to in-house litigation
• Assessing other corporations that are moving in this direction
• Reviewing quantitative or comparative metrics related to cost-effectiveness
• Distinguishing elements that tend to favor the in-house litigation approach
or disfavor it
• Distinguishing particular types of cases that lend themselves
to in-house litigation
• Analyzing examples of particular cases
Presentation
Navigating the eDiscovery Maze: Tips and Tools for Every Legal Counsel
Jon Campbell, Associate General Counsel, CapitalOne Financial
• Understanding where the eDiscovery journey commences
• Isolating strategic steps in getting your organization eDiscovery ready
• Laying a broad foundation for eDiscovery readiness: infrastructure,
In-House discovery team etc
• Gauging eDiscovery best practices implemented by other
successful organizations
• Learning from the woes of others: avoiding the common pitfalls
of other organizations
4. March 15-17, 2009 | Sawgrass Golf Resort & Spa | Ponte Vedra, FL Delegate Information
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Presentation
Reducing and Managing Costs Associated with Product Liability Litigation
Jannel Pepper, Senior Litigation Counsel, The 3M Company
• Assessing what makes product liability litigation different
• Controlling costs by keeping routine, pattern litigation under control
• Techniques for resolving cases early and expeditiously
• Hiring outside counsel and litigation support personnel who meet
your Industry needs
Presentation
Employing Best Practices and Guarding Against Risks: Insight Into
Proactively Managing your eDiscovery In-House
Richard C. Wingate, Vice President and General Counsel,
LG Electronics USA, Inc.
• Understanding where the eDiscovery journey commences
• Isolating strategic steps in getting your organization eDiscovery ready
• Laying a broad foundation for eDiscovery readiness: infrastructure,
In-House discovery team etc
• Gauging eDiscovery best practices implemented by other
successful organizations
• Learning from the woes of others: avoiding the common pitfalls
of other organizations
Presentation
Preemption: An Insight Into Practicing the Best Employment Litigation Strategy
Seth Rivera, Associate General Counsel, Employment Litigation,
Darden Restaurants
• Uncovering the usefulness preemptive techniques within
employment law
• Exploring the scope and examples of preemptive tactics: the use and
implementation of appropriate release language to protect your
organization from possible claims
• Analyzing recent cases and identifying areas of error
• 'When the milk sours': assessing employment litigation strategies,
when preemption fails
Presentation
Efficiently Managing Spiraling Costs and Learning How Maximize Your
Limited Resources
Courtney Camp Enloe, Senior Litigation Counsel,
Georgia-Pacific Corporation
In the current business environment of doing more with less, gain insight
into how this in-house legal department manages its limitless demands
with its constraint resources. Strategies into managing the following will
be discussed: outside counsel,complex international litigation, corporate
financing and M&A.
Panel Discussion
Assessing and Safeguarding Against Systemic Economic Shocks:
Understanding the Effects of Economic Softness
• Investigating the effects of an economic downturn on litigation activity
• Discussing the probability of increased Chapter 11 filings and identifying
early warning signals
• Establishing key litigation areas that will possibly be affected
• Executing the implementation of pre-emptive and strategic
remedial measures
Testimonials
I enjoyed the opportunity to meet lawyers different
from those I usually work with. Great event!
Corporate VP, Law-Litigation
Motorola
The quick and efficient format for vendor
meetings was most helpful to allow one to meet.
AGC & Chief Litigation Counsel
American Electric Power Company
Very good presentations meetings with counsel
and vendors were very helpful.
Associate General Counsel
BJ Services
Great seminar with very timely topics,
beautiful setting.
Senior Associate GC for Disputes and Litigation
Darden Restaurants, Inc.
Excellent format and content.
Group Vice President, Legal
Wyndham Worldwide
This summit is an outstanding opportunity to
improve corporate efficiencies.
Legal Counsel
Kawasaki Motors Corp.
5. March 15-17, 2009 | Sawgrass Golf Resort & Spa | Ponte Vedra, FL Delegate Information
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The Executive Delegation
The Chief Litigation Officer Summit delegates will include Chief Litigation Officers/Counsel, Heads
of Litigation, Associate General Counsel-Litigation and SVPs and VPs of Litigation and are carefully
screened and selected according to the following criteria:
• Company size
• Job level
• Budget
• Sign-off Authority
Chief Litigation Officer Summit Service Provider Companies
To ensure the success of the Chief Litigation Officer Summit, marcus evans is pleased to partner
with an exclusive number of leading firms that can provide valuable litigation and legal department
management expertise. The service providers participating in the summit will provide strategic tools,
software and services to ensure efficient litigation process management to attending Chief
Litigation Officers.
The number of firms in each product or service category is strictly limited to ensure an appropriate
overall balance. These meetings provide a forum for dialogue and information sharing, on investment
concerns and appropriate, corresponding services.
Chief Litigation Officer Summit Service Provider Categories
Sample Delegate Schedule
Each attendee at the Chief Litigation Officer
Summit receives a personalized itinerary based
on their priority selections of conference sessions,
business meetings and special networking
events. Below is a sample of a personalized
attendee schedule.
DAY 1
11:00 – 01:00 Event Registration
01:00 – 01:15 Chairperson Opening Remarks
01:15 – 02:00 Opening Keynote Presentation
02:00 – 02:45 Conference Presentation
02:45 – 03:00 Networking Break
03:00 – 04:30 Business Meetings
04:30 – 05:00 Round Table Discussion
05:00 – 05:45 Conference Presentation
05:45 – 06:30 Keynote Presentation
06:30 – 07:30 Welcome Cocktails
07:30 – 10:00 Networking Dinner
DAY 2
07:00 – 08:00 Networking Breakfast
08:00 – 08:45 Keynote Presentation
08:45 – 09:30 Conference Presentation
09:30 – 09.45 Networking Break
09:45 – 10.45 Business Meetings
10:45 – 11:15 Round Table Discussion
11:15 – 11:45 Networking Opportunity
11:45 – 12:30 Conference Presentation
12:30 – 01:45 Networking Lunch
01:45 – 02:30 Conference Panel Discussion
02:30 – 03:15 Conference Presentation
03:15 – 03:30 Networking Break
03:30 – 04:30 Business Meetings
04:30 – 05:00 Networking Opportunity
05:00 – 05:30 Business Meeting
05:30 – 06:15 Keynote Presentation
06:15 – 07:15 Free Time
07:15 – 10:30 Networking Cocktails, Dinner
Entertainment Evening
DAY 3
07:00 – 08:00 Networking Breakfast
08:00 – 08:45 Keynote Presentation
08:45 – 09:30 Conference Presentation
09:30 – 09:45 Networking Break
09:45 – 10:45 Business Meetings
10:45 – 11:15 Round Table Discussion
11:15 – 12:00 Conference Presentation
12:00 – 12:45 Closing Keynote Presentation
12:45 – 02:00 Networking Luncheon
Law Department Management Support
• Business Consulting
• Brand Protection
• Contract Management Solutions
• Database Management
• Document Management
• Document Review
• Electronic Invoicing Specialists
• IP Portfolio Management
• Knowledge Management
• Legal Bill Review
• Legal Knowledge Process Outsourcing
• Legal Management Software
• Legal Management Consulting
• Legal Offshoring
• Legal Placement and Staffing
• Legal Process Outsourcing
• Legal Research, Writing and Analysis
• Legal Technology
• Matter Management
• Records Management
• Remote Document Sharing, Management
and Retrieval
Legal Experts
• Financial Analysis and Damages Assessment
• Private Investigators
• Process Servers
Law Firms
• Alternative Dispute Resolution
• Antitrust and Competition
• Banking and Finance
• Environmental
• Government Regulations
• Insurance
• Industry Experts
• Intellectual Property
• International Litigation
• Labor and Employment
• Mergers and Acquisitions
• Product Liability and Torts
• Securities
• Tax
Litigation Support and Case Management
• Economic Consultants
• eDiscovery Software and Systems
• eDiscovery Support and Consulting
• Expert Witnesses
• Forensics
• Interim Staffing
• Litigation Strategy Consulting
• Trial Consultants and Technology
6. March 15-17, 2009 | Sawgrass Golf Resort & Spa | Ponte Vedra, FL Delegate Information
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What Makes the Chief Litigation Officer Summit Different
• A strictly invitation-only event; selection of delegates according to criteria such as scope of
responsibility and size of company
• Restricted number of delegates in order to facilitate successful networking opportunities
• Personalized summit and meeting schedule to suit individual requirements and provide an efficient
use of time
• Keynote presentations, case studies and interactive sessions by world-class industry experts
and pioneers
• A relaxed but professional business environment, in which to explore new ideas, strategies and
technical developments with industry colleagues, experts and peers
• Access to the secured summit website, providing information on other delegates and service
provider companies prior to the event
• Individual pre-arranged one-on-one business meetings with senior representatives from key
industry service providers
• An invitation which covers two nights' accommodation at Sawgrass Golf Resort and Spa
all summit materials, meals and leisure activities during the summit
• An opportunity to relax and enjoy the superb facilities at the prestigious Sawgrass Golf Resort
and Spa
Secured Summit Website
• Summit session overviews allow delegates to choose from a selection of summit and interactive
sessions to best suit their business needs
• Presenter biographies determine which presenters are most likely to assist in benchmarking and
improving initiatives
• Profiles of attending service providers, offer relevant information to enable delegates to plan their
personal event schedule
• Inform delegates of social activities taking place at the event
• Post-event summit documentation provides complete documentation of all executive presentations
immediately after the summit
The Venue
The mind works best when challenged, stimulated
and most importantly, relaxed. Discover this ideal
combination at Sawgrass Golf Resort & Spa.
An extraordinary Florida meeting venue set against
a brilliant backdrop of sun, sand and 99 holes
of championship golf including THE PLAYERS
Stadium Course. Befitting its magnificent seaside
setting, Sawgrass Golf Resort & Spa infuses special
events with the inspiring rhythms and hues of the
Atlantic Coast.
Sawgrass Golf Resort & Spa set new standards
of excellence for corporate events at their Florida
conference center resort – the largest of its kind
between Atlanta and Orlando. Whether you are
visiting for business or pleasure you will be certain
to find the right balance to maximize your stay at
the Sawgrass Golf Resort & Spa.
www.sawgrassmarriott.com
The Organizers
One of the world's leading business information
companies, marcus evans is dedicated to the
provision of global business intelligence and
information to assist in strategic and effective
decision-making. Our aim is to provide first class
business information, through a variety of media,
which enables clients to sustain a valuable
competitive advantage while making a positive
contribution to their success.
Established in 1983, marcus evans' international
network of offices produces events on strategic
issues in telecommunications, corporate finance,
capital markets, human resources, corporate IT,
technology, marketing, manufacturing, logistics,
energy, utilities and business strategy.
This information is disseminated through the
following business divisions: summits, conferences,
business training, market analysis, business
publications and corporate hospitality.
Every year marcus evans produces more than
150 of the world's leading business and economic
summits for senior decision-makers. Held at
exclusive locations around the world, these events
provide attendees with a unique opportunity to
individually tailor their schedules of keynote
presentations, think tanks, seminars and
one-on-one business meetings to provide an
effective, highly focused interactive event.
...a dominant force in the delivery of
strategic business information
7. March 15-17, 2009 | Sawgrass Golf Resort & Spa | Ponte Vedra, FL Delegate Information
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Head Litigation & Senior Counsel
Discover Financial Services LLC
Head, Litigation
Dole Food
Senior Litigation Counsel
Enbridge Energy
Managing Director, Litigation
FedEx Express
AVP, Employment & Litigation
Fidelity National Information Services
VP & AGC
FPL Group
Chief Litigation Counsel
Freeport McMoRan Copper & Gold, Inc.
AGC, Litigation
General Mills Corporation
Chief Legal Officer, Litigation & Compliance
Great-West Life & Annuity Insurance Co.
Senior Litigation Counsel
HCA Inc.
Senior Counsel Litigation
Honda North America, Inc.
Chief Litigation Counsel
Honeywell International
SVP & Head, Litigation
HSBC Securities (USA), Inc.
VP, Litigation
Kellogg Brown & Root LLC
VP & AGC, Litigation
Kellogg Company
Chief Litigation Officer
Kia
Chief Compliance Officer, HR & Litigation
Levi Strauss
Chief Litigation Officer
Mercer
AGC
Metropolitan Life Insurance Company
Senior Litigation Counsel
Motorola
Chief Litigation Officer
Motorola
Head, Litigation
Novelis Corporation
VP & AGC, Litigation
Office Max
Managing Counsel, Litigation
Oracle USA, Inc.
Senior Litigation Counsel
Pacific Gas & Electric Co.
General Counsel
Porsche
VP, Legal
Prologis
VP & GC
Sasol North America, Inc.
VP
Sony Electronics, Inc.
Senior Litigation Attorney
Southern California Edison Company
AGC, Litigation
Spectra Energy Corp
Director, Litigation
SuperValu
SVP and GC
Tata Consultancy Services
Director, Senior Counsel
Tech Data Corporation
AGC & Director, Litigation & ADR
Transcanada Pipelines, Ltd.
AGC, Litigation
UnitedHealthcare
AGC
US Foodservice
Global Litigation Counsel
Whole Foods Market
AGC, Litigation
Zimmer, Inc.
Chief Legal Officer, Litigation, Claims
Zurich
Sample of Attendees from Past marcus evans Chief Litigation Officer Summits