Speaking Engagements and Exhibits

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2010-2011

Upcoming Events

Social and Mobile Media — Discovery, Retention and Disposition Challenges

Thursday, May 26, 2011, 10am Pacific / 1pm Eastern
Webinar

Social and mobile media are rapidly converging, driven by the tremendous adoption of the iPhone, the Blackberry, and the near-continuous frequency of digital dialogue for work and social reasons. As companies mature their social media policies to address e-discovery requirements, and as mobile devices open up new types and kinds of information (including new metadata), dynamic and important considerations are emerging. Learn what judges expect litigants to preserve and produce, what outside counsel advise, and what are the challenges corporations face in the process.

Join CGOC faculty member Jake Frazier, Esq. and Managing Director at Huron, and CGOC founder Deidre Paknad, Director of Information Lifecycle Governance at IBM, to learn:

  • How the traditional notions of the relevance of the information to the dispute apply in the social and mobile media context
  • Whether a party has possession, custody and control and, therefore, an obligation to preserve and produce the information
  • Regulatory agency requirements (including prohibitions on access) and the ways in which people use social media
  • Prevailing practices for preserving and collecting information from mobile devices and social media

Defensible Disposal Dialoginar

According to IDC, 988 exabytes (1 exabyte = 1 million terabytes) of new data were created in 2010, and 1,800 exabytes of new data will be created in 2011. Managing this massive increase in load with zero budget increase is not an IT problem; it's an enterprise problem.

Watch the "Defensible Disposal" dialoginar to see what information management consultant Randolph Kahn and Deidre Paknad, CEO, PSS Systems, an IBM Company, recommend to fix retention challenges across your enterprise:

  • Open a dialogue among stakeholders: records and information management, IT and legal.
  • Establish your enterprise's litigation profile to identify where risk and cost are concentrated.
  • Choose the right information management solutions for the enterprise, not just your department.
Past Events

LAW.com

Right Steps, Wrong Outcome — What Harkabi Teaches

March 23, 2011, 11am Pacific / 2pm Eastern
Webinar

Most companies have a legal hold and discovery process in place and recognize the importance of taking the right steps when litigation arises; many are considering their options for automating the process to lower risk and to better inform case and discovery strategies earlier in the case lifecycle. What Harkabi and other recent cases show us is that the case lifecycle itself may be the biggest source of risk and cost — the long span of time combined with periods of dormancy and evolving context can undermine the best process and camouflage risk and cost. CGOC faculty featured in this Corporate Counsel webinar include:

  • Robert Levy, Counsel, Exxon Mobil Corporation
  • Tom Lahiff, former Assistant General Counsel of Corporate Litigation at Citibank
  • Deidre Paknad, CEO of PSS Systems, an IBM Company
Atlas User Group

Atlas User Group Meeting 2011

January 17-18, 2011
San Francisco, California

This year's agenda includes breakout sessions based on Atlas user type and product (Discovery for Legal, Discovery for IT, and Atlas ERM). With this new format, we anticipate our user-led sessions to result in even deeper discussion and knowledge exchange in addition to our marketing-led overviews of product direction and roadmap.

CGOC

7th Annual CGOC Summit: Building Better Bridges

Guest experts from ExxonMobil, Wells Fargo, Bank of America, Novartis, Travelers, Amgen, Pillsbury Winthrop, Husch Blackwell Sanders, and Seyfarth Shaw, plus The Honorable Andrew J. Peck and The Honorable Richard A. Kramer
January 19-20, 2011
San Francisco, California

The 7th Annual CGOC Summit focused on building strong bridges across legal, RIM and IT functions to get the right information governance stakeholders in place, address structural and organizational barriers, and help galvanize executive sponsorship and process change to systemically reduce risk and cost.

Legal Tech

LegalTech New York 2011

January 31 - February 2, 2011
Location: The Hilton New York Hotel, New York, NY

ARMA 2010 San Francisco

November 7-10, 2010
Moscone West Convention Center, San Francisco, CA

IBM Information on Demand 2010

October 24-28, 2010
Mandalay Bay, Las Vegas, Nevada

2nd E-Discovery for Oil and Gas

October 11-13, 2010, New York
The Omni Houston Galleria Hotel, Houston, TX

CGOC

CGOC RIM Working Group: 10 Elements of Modern Retention Schedules

September 29, 2010, 10am Pacific

Speakers: Harry Pugh, formerly of Citigroup and Lorrie Luellig, Ryley Carlock & Applewhite

The RIM Working Group, a CGOC sub group, focuses on advancing the elements and practices of retention management. The group has set out to identify the requisite elements of a modern retention schedule that enables automated execution in disparate IT systems and can be readily and reliably followed by global employees in their disposition activities. The group recognizes that the schedule problems highlighted in the CGOC survey are pervasive and largely due to the traditional structure of schedules which were designed for paper-based records environments. Tacking on electronic references has proven insufficient for enterprise programs, and the group is carefully reconsidering the form of schedules given IT's stewardship of electronic information.

CGOC

CGOC Hartford Meeting: Rigorous Discovery, Defensible Disposal Case Studies

September 23, 2010

Speakers: Jennifer Crawford, Bank of America; Dan Kulakofsky, Travelers

Location: Hartford, CT

Jennifer Crawford of Bank of America and Dan Kulakofsky from Travelers shared their expertise and philosophies on global retention programs, rigorous ediscovery and process auditing at this half-day session.

CGOC

CGOC Boston Meeting: Rigorous Discovery, Defensible Disposal Case Studies

September 22, 2010

Speakers: Jennifer Crawford, Bank of America; Tina Gibson, Devon Energy

Location: Boston, MA

Jennifer Crawford from Bank of America and Tina Gibson of Devon Energy shared their expertise and philosophies on global retention programs, rigorous ediscovery and process auditing at this half-day session.

CGOC

A Presentation of the CGOC Benchmark Report on Information Governance

September 14, 2010, 10am Pacific

Speaker: Deidre Paknad, PSS Systems

In this web meeting, Deidre Paknad will disclose the critical findings from the CGOC's 6-month survey of Fortune 500 legal, IT, and RIM stakeholders. Join us to hear more detail from these initial results:

  • 80% of companies have weak or strained linkage between Legal, IT and RIM functions and processes
  • 54% gave themselves a grade C or worse
  • 2/3 of IT staff said the responsibility model and collaboration with legal doesn't work
CGOC

Dallas CGOC Meeting:
Rigorous Discovery, Lower Litigation Cost

June 30, 2010, 10am - 1pm Central

Speakers: Tina Gibson, Devon Energy; Liz Schimmel, Halliburton; Amir Alavi, Ahmad, Zavitsanos & Anaipakos, P.C.; Deidre Paknad, PSS Systems

Location: Tenet Healthcare Corporation, Dallas, Texas

Morning sessions, followed by a networking lunch.

CGOC

CGOC Web Meeting:
Discovery in the Cloud with Novartis's Pam Roberts

June 29, 2010, 10am Pacific, Webinar

Speaker: Pamela Roberts, Novartis

Like many companies, Swiss pharmaceutical giant Novartis is planning to migrate some data to a "dedicated cloud" environment. Pam Roberts, Head of Legal Data Services, shares the diligence checklist she used to identify challenges and related solutions for electronic discovery in this environment.

CGOC

Houston CGOC Meeting:
Legal Holds & E-Discovery Under Pressure

June 17, 2010, 9am - 1pm Central

Speakers: Robert Levy, ExxonMobil; Tina Gibson, Devon Energy; Amir Alavi, Ahmad, Zavitsanos & Anaipakos, P.C.; Deidre Paknad, PSS Systems

Location: Devon Energy Corporation, Houston, TX

Discovery leaders Tina Gibson from Devon Energy, CGOC founder Deidre Paknad, and Amir Alavi of Ahmad, Zavitsanos & Anaipakos discussed how to manage the high pressure, short timelines, and volumes of detail in e-discovery that plague legal and IT departments in the energy industry today.

CGOC

CGOC RIM Working Group Meeting:
Conducting Information Inventories across Business Units and Departments

June 16, 2010, 10am Pacific, Webinar

Lorrie Luellig, of counsel to Ryley Carlock & Applewhite, and Harry Pugh, former EVP of information policy at Citigroup, discuss:

  • Why an annual inventory by consultants is antiquated and out of pace today
  • How the inventory enables rapid discovery and IT to manage information by its value
  • How records coordinators and departmental governance delegates are the true "cartographers" of the discovery data map because of their business context
CGOC

CGOC Web Meeting: Abbott's Approach to Reducing Legal Risk and Cost in Data Collection

May 20, 2010, 10am Pacific, Teleconference
Speaker: Kim Borzick, Legal eDiscovery IT Manager, Abbott

»View replay

CGOC

CGOC Web Meeting: Introduction to the Information Management Reference Model — how it provides a construct for linking business value and legal duties to information sources

May 5, 2010, 10am Pacific, Teleconference
Speakers:

  • Deidre Paknad, Founder of CGOC, and President and CEO of PSS Systems
  • Lorrie Luellig, of counsel and a founding member of the Document Control Group at Ryley Carlock & Applewhite
  • Harry Pugh, former Executive Vice President IT Policy and Records Management, Citigroup

»View replay

ARMA Houston 2010 Spring Conference

Controlling Litigation & Ediscovery Costs
April 28, 2010
Houston, TX
Speakers: Deidre Paknad and Amir Alavi

ARMA Utah Salt Lake Chapter

Records Management Success — Build and Leverage Your Network
March 25, 2010
Salt Lake City, UT

CGOC

RIM Working Group:
Legal Groups — Neither Useful nor Defensible

The first RIM Working Group meeting of 2010 will focus on legal code groups and what they are, what's at risk, and why they aren't useful. Join Lorrie Luellig and Harry Pugh as they share their legal perspective and operational knowledge, respectively.
Teleconference: March 24, 2010, 10am PST

PSS Systems, IBM, Seyfarth Shaw

eDiscovery Cost Control and Defensible Disposal

February 2010
Joint Webinar - IBM, Seyfarth Shaw, PSS Systems
IBM and PSS System presenters debunk myths and share how technology helps corporations maneuver towards proactive Information Governance while dealing with active eDiscovery requests.

Attendees will receive one hour of CLE credit while learning:

  • How to reduce the risk and cost caused by ad hoc, unstructured discovery, and information management practices
  • How Information Governance can help companies achieve rigorous discovery and defensible disposal
  • Why the "Keep Everything Myths" aren't legally defensible and are operational nightmares

LegalTech New York 2010

February 1-3, 2010
New York, NY

CGOC

6th Annual CGOC Summit

Adapting to Changing Facts: From Best Practice to Next Practice
for RIGOROUS DISCOVERY and DEFENSIBLE DISPOSAL
January 20-21, 2010
Scottsdale, Arizona