News & Events

Advanced E-Discovery Institute: Practical Concerns, Pragmatic Advice, Emerging Trends 2005

November 17-18, 2005, Washington DC

Accelerating the Dialogue between Legal and IT: Distributing Responsibility without Losing Control

October 20, 2005, New York, NY

Matt Cohen, Counsel, Skadden
Kevin Brady, Counsel, Connolly Bove Lodge & Hutz

Preservation & Production in Light of the Sarbanes Oxley Act

September 29, 2005, New York, NY

Deidre Paknad, President & CEO, PSS Systems

Litigation Holds Checklist: Monitoring for Departing Employees & Other Key Elements in Active Litigation

September 26, 2005, New York, NY

Meredith Kotler, Partner, Wilson Sonsini Goodrich & Rosati
Deidre Paknad, President & CEO, PSS Systems

The New Role of Records Coordinators: The Connection to Discovery

September 15, 2005, New York, NY

Lisa Sotto, Partner and Practice Leader, Hunton & Williams
John Woods, Partner, Hunton & Williams
Deidre Paknad, President & CEO, PSS Systems

The New Standards in Discovery: Implications of the Latest Coleman and Zubulake Verdicts

CGOC Executive Breakfast
July 12, 2005, New York, NY

Adam Cohen, Partner, Weil Gotshal & Manges
David Lender, Partner, Weil Gotshal & Manges
Gideon Schor, Director of Litigation for the Americas, Credit Suisse
Deidre Paknad, President & CEO, PSS Systems

The Role of Breakthrough Technologies and Processes in Reducing Technology Risk Levels in the Enterprise

June 15, 2005, New York, NY

Deidre Paknad, President & CEO, PSS Systems

Effective Business Analysis and Data Classification

May 4, 2005, Las Vegas, NV

Deidre Paknad, President & CEO, PSS Systems

New Standards for Information Policy Management

March 17, 2005, Chicago, IL

Deidre Paknad, President & CEO, PSS Systems

CGOC 2005 Summit:
Driving Strategic Advantage through Better Information Policies

January 2005

Kevin Brady, Counsel, Skadden Arps
Lisa Sotto, Partner, Hunton & Williams
Adam Cohen, Partner, Weil Gotshal & Manges
Marilyn Bota, VP Records Management and Legal Operations, Genworth
William A. Tanenbaum, Partner, Kaye Scholer
Deidre Paknad, President & CEO, PSS Systems

E-Discovery Conference

June 17, 22, 2004

Kevin Brady, Counsel, Skadden Arps
Deidre Paknad, President & CEO, PSS Systems

• Who needs to know what about the electronic information system before the case starts and why
• How the new FRCP require a re-evaluation of information management policies and procedures and in what respects
• The role of e-mail archiving and other archiving tools

Advanced E-Discovery Institute
November 16, 2006
Georgetown University Law Center
Washington DC

• Preservation obligations
  - The trigger
  - Scope of obligation to preserve
  ---- Understanding what is relevant
  ---- Preservation v. production
  Consequences of poor preservation
• Preservation challenges
  - Understanding you your client’s/opponent’s computing environment
  - Understanding how your client/opponent manages its data
  - Developing an information asset map
  - Importance of implementing a preservation hold at an early state
• Developing Preservation Protocols - program and plan
  Retention plan meeting
  Developing a retention plan
• Legal Hold Notices - communicating legal holds as it relates to technology
• Methods of Data Preservation
• Special cases
  - E-mail
  - IM
  - Databases
  - Backup Tape & Other Archival Media

E-Discovery 101: Introduction to Technology
November 15, 2006
Georgetown University Law Center
Washington DC

• What is ESI?
• How is ESI different from “traditional” information -- what we used to call documents?
• Types of Electonically Stored Information
  - Application Files
  - E-mail
  - Databases
• How is ESI actually stored electronically?
  - Bits and Bytes
  - File Structure
  - Magnetic and Optical Storage
• Components to an electronic document
  - Data v. Metadata
  - Metadata v. Embedded Data
  - Deleted and Hidden Data
• Where is ESI stored?
  - Personal Computers (desktops, laptops, palmtops)
  - Servers and mainframes)
• Special issues
  - Accessible v. Inaccesible
  - Back-up Tapes

E-Discovery 101: Introduction to Technology
November 15, 2006
Georgetown University Law Center
Washington DC

Document Retention And Destruction: To Shred Or Not To Shred
November 14, 2006
Phoenix, AZ

This annual course of study, comprising more than 16 hours of instruction, offers a comprehensive examination of what has been called "electronic evidence," the billions of communications that were once confined to paper, but now exist as e-mails and other records kept in electronic form. This development has fast become one of the most challenging in the practice of law and can put you and your clients at potential risk if not properly addressed. This is a reality now!

Electronic Records Management and Digital Discovery: Practical Considerations for Legal, Technical, and Operational Success
October 26-28, 2006
Boston, MA

To ensure success of your company's information retention and electronic discovery programs, you must be able to articulate the economic benefits of the programs to executive management. Focus on quantifying the expected reduction of legal and storage costs that occur when the policies are followed. And make sure your program has no or low impact on business user productivity.

ARMA 51st Annual Conference & Expo
October 22-24, 2006
Henry B. Gonzalez Convention Center
San Antonio, TX

This program will provide an overview of the framework for an effective approach to electronic document retention and the process for implementation of a litigation hold on electronic data storage and destruction when litigation is pending or imminent.

Document Retention & Litigation Holds: Best Practices in E-Discovery
Webinar
August 2, 2006
2:00PM EDT

The massive amount of electronic data and paper records being created and stored every day poses a huge challenge to any organization, whether a multinational company or a small government agency. Recent events including large and well-recognized public companies have brought a heightened awareness of the need to follow systematic disposition policies as part of a comprehensive records and information program within your organization.

Seminar highlights:

• Reasons for implementing a company records retention program
• Designing an effective records retention program
• Electronic discovery
• Survey of record retention obligations
• Using your document retention plan in litigation

Learning objectives:

• The attendee will be able to discuss policies for digital data.
• The attendee will be able to identify document retention/destruction issues.
• The attendee will be able to review legal and regulatory requirements for implementing a records retention program.

Document Retention And Destruction
July 18, 2006
Wilmington, DE

The massive amount of electronic data and paper records being created and stored every day poses a huge challenge to any organization, whether a multinational company or a small government agency. Recent events, including large and well-recognized public companies have brought a heightened awareness of the need to follow systematic disposition policies as part of a comprehensive records and information program within your organization.

Seminar highlights:

• Creating a business case for top management
• Litigation reduction and risk management
• Records retention issues as they relate to electronic data
• The legal and ethical obligations of parties and their counsel
• Developing a records retention project

Learning objectives:

• The attendee will be able to explain the reasons for implementing a records information management system.
• The attendee will be able to discuss the federal and local rules when dealing with electronic discovery.
• The attendee will be able to breakdown the process of creating a program.

Document Retention And Destruction
July 12, 2006
New York, NY

Considerations and approaches for managing and monitoring legal holds and conducting collections, including specific guidance and suggestions for:

• Legal holds process design and management
• Managing large-scale legal holds
• Issues related to structured data collections
• Preparing for the impact of the proposed federal rule changes
• Necessary controls and transparency for litigation executives

The Legal and Strategic Guide to E-Discovery: Optimizing Your Protocols for Effective E-Data Management and Discovery
June 13-14, 2006
New York, NY

This program will provide a jumpstart for the practitioner who needs to get up to speed quickly on the cutting edge e-discovery and evidence issues that pervade modern complex litigation. It will also provide practitioners who already have significant experience in the area with information and insights from some of the top technical and legal professionals in the field. This half-day CLE seminar will cover the most important and the most current topics in the field of electronic evidence and discovery, including hour-long sessions on the following topics:

• E-discovery preparedness through information management
• Litigation holds
• Collection, processing, review and production
• New York State Court Commercial Division Rules and Proposed Federal Rules of Civil Procedure regarding electronic discovery

The program will be chaired by Adam I. Cohen, litigation partner at Weil, Gotshal & Manges LLP and co-author (with partner David Lender) of the legal treatise Electronic Discovery: Law and Practice (Aspen Publishers), as well as chair of the NYSBA Commercial and Federal Litigation Section’s Electronic Discovery Committee. Panelists include experienced litigators from major law firms, in-house counsel from major corporations, and technical experts from top tier e-discovery consulting firms, and judges.

New York State Bar Association
April 6, 2006
New York, NY

The massive amount of electronic data and paper records being created and stored every day poses a huge challenge to any organization, whether a multinational company or a small government agency. Recent events, including large and well-recognized public companies have brought a heightened awareness of the need to follow systematic disposition policies as part of a comprehensive records and information program within your organization.

Seminar highlights:

• Creating a business case for top management
• Litigation reduction and risk management
• Records retention issues as they relate to electronic data
• The legal and ethical obligations of parties and their counsel
• Developing a records retention project

Learning objectives:

• The attendee will be able to explain the reasons for implementing a records information management system.
• The attendee will be able to discuss the federal and local rules when dealing with electronic discovery.
• The attendee will be able to breakdown the process of creating a program.

Document Retention And Destruction
March 31, 2006
Springfield, MA

• Examination of recent statistics concerning data production by companies
• What are the latest technologies that produce or house e-data?
• The current state of automated search & retrieval solutions
• Pattern recognition software solutions: how reliable are they really?
• The “schmutz” problem: downsizing your “digital landfills” of inaccessible e-information.
• The latest problems and solutions in proving chain of custody
• Key technological considerations in document retention and preservation

Email Discovery & Retention Policies Conference
March 30, 2006
Grand Hyatt
New York, NY

• Successfully determining when a litigation hold notice should be issued
• Distributing the litigation hold notice
• Determining the scope of the litigation hold notice
• Issuing reminder notices and monitoring compliance
• Meeting initial and ongoing obligations to identify and “hold” potentially relevant data in hard-to-reach locations such as backup tapes
• Recent technological and strategic advancements in addressing the difficult task of identifying and preserving emails subject to a litigation hold
• Managing and monitoring the level of involvement your IT department and professionals have during the discovery process
• Minimizing interruptions to business operations during the litigation hold
• Developing a practical procedure for rescinding a litigation hold – and how this can benefit you

The Legal and Strategic Guide to E-Discovery: Managing Your Legal Obligations from Document Creation to Discovery
March 28-29, 2006
Renaissance Parc 55 Hotel
San Francisco, CA

A number of landmark rulings during 2003-2005, including Zubulake and Coleman, addressed judicial expectations and clarified companies’ obligations to preserve and produce electronic information in litigation. This session will offer practical guidance and practice models for drafting effective preservation notices, identifying the relevant parties and communicating and monitoring preservation obligations.

Electronic Discovery: Technology, Law and Practical Strategies
March 24, 2006
Atlanta, Georgia

Whitepaper: Successful Corporate Strategies For Preservation Post Zubulake and Coleman »

This program will provide a jumpstart for the practitioner who needs to get up to speed quickly on the cutting edge e-discovery and evidence issues that pervade modern complex litigation. It will also provide practitioners who already have significant experience in the area with information and insights from some of the top technical and legal professionals in the field. This half-day CLE seminar will cover the most important and the most current topics in the field of electronic evidence and discovery, including hour-long sessions on the following topics:

• E-discovery preparedness through information management
• Litigation holds
• Collection, processing, review and production
• New York State Court Commercial Division Rules and Proposed Federal Rules of Civil Procedure regarding electronic discovery

The program will be chaired by Adam I. Cohen, litigation partner at Weil, Gotshal & Manges LLP and co-author (with partner David Lender) of the legal treatise Electronic Discovery: Law and Practice (Aspen Publishers), as well as chair of the NYSBA Commercial and Federal Litigation Section’s Electronic Discovery Committee. Panelists include experienced litigators from major law firms, in-house counsel from major corporations, and technical experts from top tier e-discovery consulting firms, and judges.

New York State Bar Association
March 23, 2006
Rochester, NY

The premier experts and thought leaders in the field today -- judges, outside counsel, in-house counsel, information technology specialists -- will assemble to provide (a) an overview of lessons learned in 2005; (b) practical strategies for addressing issues in 2006, and (c) a vision for long term success in terms of compliance and risk reduction in 2007 and beyond.

eDiscovery
February 27 - March 1, 2006
Omni Hotel
Miami, FL

When looking at some of the major decisions recently regarding sanctions and electronic discovery practices, such as Zubulake, Coleman, Mosaid Technologies, one theme emerges - failure in communication between Legal (in-house and outside counsel) and the IT group.

This webcast will cover the following issues regarding discovery disputes and the roles that lawyers and IT personnel play in the arriving at effective and efficient solutions:

• Understanding the real problem - where technology should fit into the picture and where it should not
• Is there a "language barrier" on your team and if so, - how can you overcome it?
• The types of IT professionals that will be most helpful to pull into the discussion and the conversations you should be having with them
• The role of records managers, risk assurance professionals and information security professionals
• What ethical and legal issues do lawyers need to address in order to comply with federal and state rules regarding data identification, preservation, collection and production and the challenges posed by ever-changing technology?
• Practical considerations for both Legal and IT when drafting and circulating Legal Hold Notices

Webcast
February 21
10am Pacific / 1pm Eastern

The Annual CGOC Summit Sets the Tone for the Year
Each January, CGOC kicks off the year with a Summit of stakeholders on retention and preservation. The 2006 Summit will go soup to nuts: from retention programs and strategies, to preservation processes and strategies. Subject matter experts from leading corporations and law firms will present their knowledge, and in-depth roundtables and a reception will offer the opportunity to engage in active conversation with industry peers. This year’s Summit features:

• Magistrate Judge Ronald J. Hedges discussing whether the Zubulake case sets the benchmark
• Implications of the new Federal rules and the proposed NCSC guidelines from Mayer Brown
• Citigroup’s strategy for global retention management
• Collection protocols and management with Skadden Arps
• Benchmarking tools to establish your litigation readiness with LECG
• Robust preservation processes with Wilson Sonsini and PSS Systems
• Halliburton exploring when to manage e-discovery in house and when to call in an outside expert

CGOC 2006 Summit
January 26-27, 2006
New York, NY

Experts will lead you safely through the minefields of e-discovery and provide you with tested strategies, allowing you to confidently address the vital issues surrounding this burgeoning aspect of litigation, diagnose problems before they occur, and sharpen the tools you have at your disposal.

Held in Cooperation with the Federal Judicial Center and The Sedona Conference.

Advanced E-Discovery Institute
November 17-18, 2005
Georgetown University Law Center
Washington DC

This session will tackle the role IT should play in collecting information and how to delegate without abdicating control. Modern monitoring approaches will be discussed.

CGOC Discovery Lunch Series
October 20, 2005

Sarbanes Oxley is one of several driving factors impacting a company’s need to systemize and optimize their process for efficient information retention and preservation. Topics covered in this session also included managing the life cycle of corporate documents, document destruction principles, the role of IT, and document retention obligations.

E-Discovery East
September 29, 2005
The Millennium Broadway Hotel
New York, NY

The discussion addressed whether litigators should routinely monitor for departing employees, the implications of doing so, and modern approaches for monitoring.

CGOC Discovery Lunch Series
September 26, 2005

The discussion addressed the role of records coordinators in discovery and how to garner operations and line of business support for core litigation processes.

CGOC Discovery Lunch Series
September 15, 2005
Hunton & Williams
New York, NY

The now infamous Zubulake and Coleman verdicts have vaulted effective retention and production to the top corporate priority. Our guest experts analyze the impact of these verdicts and offer their perspectives on what processes and procedures must be in place to protect your company.

The New Standards: Legal Obligations and Proposed Federal E-Discovery Rules
Adam Cohen, Partner, Weil Gotshal & Manges
David Lender, Partner, Weil Gotshal & Manges
Co-authors, Electronic Discovery: Law & Practice

The New Standards: Corporate Strategies and Best Practices
Gideon Schor, Director of Litigation for the Americas, Credit Suisse

The New Standards: Optimizing Retention and Collection Processes
Deidre Paknad, Founder, CGOC and President and CEO, PSS Systems

CGOC Executive Breakfast
July 12, 2005
Weil, Gotshal & Manges
New York, NY

In an era of increased risks and regulations, enterprises require innovative solutions to help them achieve their business goals while managing risk. With legal and compliance activities having a larger impact on technology spending, IT departments need to apply technology to mitigate legal risks as well as minimize technical risks.

RFG Risk Summit
June 15, 2005
Puck Building
New York, NY

One of the most challenging issues in information management today is how to identify information at the point of creation to enable policy-driven retention. To achieve capacity utilization efficiency in storage and other infrastructure components, you need to understand business processes and follow the data. Best practices for business process, data classification and automatic enforcement of information management policies were discussed.

Networld+Interop
May 4, 2005
Mandalay Bay Convention Center
Las Vegas, NV

To ensure success of your company's information retention and electronic discovery programs, you must be able to articulate the economic benefits of the programs to executive management. Focus on quantifying the expected reduction of legal and storage costs that occur when the policies are followed. And make sure your program has no or low impact on business user productivity.

ARMA Chicago Spring Seminar
March 17, 2005
The Conference Center at Sears Tower
Chicago, IL

Foremost legal experts offer their perspectives on how to ensure that you're effectively and efficiently meeting your business, legal and governance obligations — today and in the future.

CGOC 2005 Summit
January 27-28, 2005
New York, NY

Deidre Paknad, CEO, PSS Systems, and Kevin Brady, Esquire, Skadden, Arps, Slate, Meagher & Flom co-panel the session on "Document Retention Policies and Electronic Discovery."

June 17, 2004
The Ritz-Carlton Hotel
Pentagon City, Arlington, VA

June 22, 2004
Hotel Crescent Court
Dallas, TX