Navigating Modern Discovery

October 05, 2018 | 4.0 Law and Legal and 1.0 Ethics CLE Credit | WSBA Activity ID #1067928

Join us to learn how to stand out among your peers in handling data in discovery. Led by a panel of experts in the e-discovery industry, this program delivers a refresh on basic practices in modern document discovery and introduces innovations on the horizon. We will explore how we got to this moment in dealing with data, updated rules around the practice, and where technology is leading us.

Overview

Agenda and speakers are subject to change

8:30 – 9:00 a.m.

Registration and Coffee Service

9:00 – 9:15 a.m.

Welcome and Overview of Modern Discovery

 

Speaker:

John Olson, Program Chair

 

9:15-10:15 a.m.

From Pages to Terabytes:


  • Explore the evolution of document collection and processing standards
  • Metadata revelations - the ‘who what and when' of your data
  • Investigations and case-specific considerations

 

Speaker:

Marc Eisner, Senior Consultant, Lighthouse eDiscovery

 

10:15-11:15 a.m.

Guide to Being Prepared:

  • Approaches to negotiations, ESI agreements, and conferences
  • Practical tips, standards, and updated rules
  • Handling proportionality

 

Speaker:

Lynn Reilly, Executive Director of Review Analytics and Consulting Services, Lighthouse eDiscovery

 

11:15 – 11:30 a.m.

Break

11:30 a.m. – 12:30 p.m.

Modern Review and Production:


  • New approaches to document content
  • The problem of privilege
  • Tools and best practices
  • Production standards now
 Speakers:

John Olson, Director of the Focus Discovery at Lighthouse eDiscovery

Ryan Wasell, Discovery Counsel, Weyerhaeuser

 

12:30-1:30 p.m.

Lunch (on your own)

1:30-2:30 p.m.

Ethical discussion:


  • Posturing and competence 
  • Balancing risk and client costs with technology
  • Conflict of interested parties - clients, counsel, and technology vendors

 

Speaker:

Helen Bergman Moure, Principal, Lex Aperta PLLC

 

2:30-2:45 p.m.

Break

2:45-3:45 p.m.

Advanced technology:


  • Understanding text analytics and its uses
  • Beyond search - conceptual analytics tools
  • A peek over the cutting edge in analytics tools
 Speakers:

David Bruno, Senior Consultant, Focus Discovery Group,  Lighthouse eDiscovery

John Olson, Director of the Focus Discovery at Lighthouse eDiscovery

 

3:45 p.m.

Evaluations and Adjourn

Presenters

Program Chair

John Olson

John Olson is a former litigation attorney and the Director of the Focus Discovery at Lighthouse eDiscovery. In this role, John leads a team of attorneys and data analysis experts who partner with clients and counsel to create and execute the most efficient analysis, categorization, and review protocols for a given matter. By consulting and strategically deploying Lighthouse processes using a technology guided approach, John and the team support clients navigating various stages of ediscovery including pre-review analytics, the predictive coding process, conceptual analysis, privilege review categorization, and privilege log creation. John also works with the product development group to provide subject matter expertise to new products supporting review and analytics.

For a decade before joining Lighthouse, John was a staff attorney in the e-Discovery Analysis and Technology Group at K&L Gates, where he advised clients and co-counsel on electronic discovery issues and strategy with particular focus on privilege issues. He managed ediscovery in a wide variety of matters including complex litigation, government and internal investigations, and corporate mergers. In his role as project management liaison between clients, counsel, review attorneys, vendors, and technical support staff, he coordinated and supervised all technical aspects of ediscovery. He supervised the collection and processing of data, counseled clients on accessibility and production format issues, structured and managed document review, and coordinated motion, deposition, and trial support.

John has spoken at CLE programs and has been a guest lecturer on attorney-client privilege, privilege review, and privilege log issues in in the University of Washington's Professional Education E-Discovery Certificate Program. John earned his J.D. from Fordham University School of Law and his B.A. in English and Philosophy from Boston College.

Presenters

David Bruno

David is a Senior Consultant in the Focus Discovery group at Lighthouse. He has over 15 years of ediscovery experience having practiced as an ediscovery attorney and project manager at both K&L Gates and Perkins Coie.

In his five years at Lighthouse, David has been consulting with clients and legal teams on litigation and investigative matters. He is experienced using advanced analytical tools and consulting on TAR reviews to assist clients in reducing the data volumes that will require linear review, streamlining the review process to efficiently identify relevant materials. In addition, David provides technology support to Fortune 50 clients and their outside counsel and conducts workshops, training sessions and product demonstrations on industry standard analytics and review tools.

David earned his J.D. from Seattle University School of Law and his B.S. from Cornell University and is an active member of the WSBA

Marc Eisner

As a Senior Consultant for Lighthouse, Marc is responsible for technical understanding of the various tools in use at Lighthouse and works with clients to ensure the best solutions are employed. Marc has more than 15 years of experience as a consultant and project manager in the ediscovery field. Prior to joining Lighthouse, Marc was Director of the Systems Forensics Acquisition Services Team at Epiq where he advised Fortune 100 clients on legal requirements and best practices for data preservation and collection in international jurisdictions.

Marc's prior responsibilities as a VP of Consulting Services, Director of Professional Services, Senior Project Manager, and Technical Consultant included the management of all aspects of ediscovery in large, complex litigation; consulting with and assisting clients with the strategizing and formulation of discovery related to complex technical systems; and guidance with computer forensics investigations.

Marc received a B.A. from the University of California, Los Angeles. He received his J.D. from Pepperdine University School of Law. Marc is a certified Project Management Professional (PMP) and a member of both The Sedona Conference Working Group on Electronic Document Retention and Production and the Working Group on International Electronic Information Management and Disclosure.

Helen Bergman Moure

A commercial litigator in federal and state court for more than 20 years, Helen has devoted her practice since 1999 to the delivery of efficient and cost-effective e-discovery and document review services to a wide range of clients from sole entrepreneurs to Fortune 100 corporations. A former partner at K&L Gates in Seattle, she was one of the founding members of the firm's e-Discovery Analysis and Technology (e-DAT) Group and was involved in the development of the Patterns document review software created by Attenex (now owned by FTI). She has many years of experience structuring and supervising projects involving all aspects of the discovery process, from custodian identification and retention; to collection, processing, review; and post-production litigation support. A frequent advisor to public and private organizations, she also assists in designing and implementing document retention systems and advising on litigation readiness.

Helen is a frequent speaker on e-discovery and related issues and is a longtime and active participant in The Sedona Conference®, and a member of the Advisory Board of the Association of Certified E-Discovery Specialists. In 2010, she founded Lex Aperta, which offers e-discovery legal advice and consulting.

Lynn Reilly

Lynn Reilly is the Executive Director of Review Analytics and Consulting Services at Lighthouse. She leads the teams that support analytics, TAR and review.
Prior to joining Lighthouse, Lynn was T-Mobile's Senior Corporate Counsel for eDiscovery. As a member of T-Mobile's Major Litigation Team, she oversaw all aspects of T-Mobile's e-discovery, including setting policies and practices across cases and advising litigation counsel on the law, strategy and tactics of e-discovery.

Lynn has over 25 years' experience as an attorney, including as a commercial litigator with Stoel Rives and as a prosecutor for the City of Seattle. Since 2001, Lynn has focused her legal practice on e-discovery. Lynn practiced for six years in the eDiscovery group at K&L Gates. She also developed the curriculum for and taught the University of Washington's Continuing and Professional Education certificate program in e-discovery project management.

She holds a J.D. with Honors from the University of Washington School of Law and served a judicial clerkship at the Seventh Circuit Court of Appeals

Ryan Wasell

Ryan Wasell serves as Senior Attorney and Discovery Counsel at Weyerhaeuser Company, one of the world's largest private owners of timberlands. At Weyerhaeuser, Ryan fills an important role bridging the gaps between outside counsel, in-house attorneys, and IT professionals. With over fifteen years' experience managing complex discovery Ryan guides the company's response to the ever-changing landscapes of data preservation, review, and production. He leads a team of e-discovery professionals responding to the multifaceted demands of modern litigation. Prior to joining Weyerhaeuser, Ryan served in the e-discovery practice group at a leading national law firm.

Pricing

General Registration - $225.00

Seattle University School of Law Alumni - $195.00

In-person and live webcast options available