• RETREATS
    5/28 - 5/30
    EDISCOVERY & IG RETREAT
    CAVALLO POINT LODGE, 601 MURRAY CIR, SAUSALITO, CA 94965

NORCAL EDISCOVERY & IG RETREAT

The NorCal eDiscovery & Information Governance Retreat is an informative and interactive gathering of corporate executives, in-house lawyers, outside counsel, judges, thought leaders, and top-rated eDiscovery & information governance service and technology vendors. While there is widespread agreement that information governance is important and necessary, there is far less agreement as to how an effective and legally defensible information governance program should be designed and implemented.

Our panel discussions, “war stories” and lessons learned will explore what companies are doing to organize and create policies specifying how their information – primarily electronic information – is created, stored, used, archived and deleted. We will look at the processes companies are using to maximize the use of their information, the debate as to which stakeholders should be involved in these processes, and whether adequate standards exist or need to be created in this area. The panels will also examine the interaction between legal issues and information governance efforts, including the effect of litigation holds, pending litigation, regulatory requirements and fear of discovery sanctions.

Whether you are new to the eDiscovery and information governance industry and seeking more information or want to increase your existing expertise, our retreats will allow you to explore the latest issues and strategies with ingenious’ team of knowledgeable and experienced consultants, lawyers, thought leaders and your peers - all in one of California’s most beautiful places to visit: San Francisco Bay.

With a full agenda of educational sessions, scheduled networking events, and family-friendly locations, you won’t want to miss out on the opportunity to learn about these key issues in this relaxed setting. We invite you to explore our website, contact us with questions, and join us at this upcoming retreat - where questions are answered at unquestionably scenic locations.

INFO

Overview

Join us for two days of discussions about the hot topics in eDiscovery and information governance. You’ll come away with a better understanding of how technology affects your company, your law firm or your practice.

Registration

If you are interested in attending/participating at the NorCal eDiscovery & IG Retreat, please contact

Resort

ADDRESS
Cavallo Point Lodge
601 Murray Cir,
Sausalito, CA 94965

ROOM RATES
$359

ROOM RESERVATIONS
Please call 1 (888) 651-2003 and mention our group name "eDiscovery & Information Governance Retreat". All reservation requests and/or changes in reservations received after the cut-off date of Wednesday, May 7th will be accepted on a space and rate available basis.


Airports

San Francisco International Airport (SFO)
PO Box 8097
San Francisco, CA 94128-8097
Phone: (650) 821-8211
Website: www.flysfo.com
Airlines: www.flysfo.com/flight-info/airlines-at-sfo

Oakland International Airport (OAK)
1 Airport Drive
Oakland, CA 94621
Phone: (510) 563-3300
Website: www.flyoakland.com
Airlines: www.flyoakland.com/airline_information.shtml

Mineta San Jose International Airport (SJC)
1732 N. First Street #600
San Jose, CA 95112
Phone: (408) 277-4SKY
Website: www.sjc.org
Airlines: www.flysanjose.com/fl/travelers.php?page=airlines_flights/airlines&exp=0&subtitle=Airline+and+Flights+|+Airlines

AGENDA

Cooking School | 5:30PM - 9:30PM (INVITE ONLY)

The Cooking School is an inviting place to gather, learn and indulge the senses. Filled with natural light and state-of-the-art culinary equipment, it celebrates the love of food, taste and cooking's simple pleasures.

08:00AM - 09:00AM | Registration
09:00AM - 10:00 | Keynote - "Big Data vs. Big BI": From Optimization to Transformation

Despite the dramatic hype around Big Data most companies are actually implementing Big Business Intelligence, or Big BI. In so doing, most missing the true transformative nature of Big Data and its ability to fundamentally change how your business operates. In this session, we will explore the differences between Big BI and Big Data, and why these fundamental differences make all of the difference.

Keynote

10:00AM - 10:30AM | Break
10:30AM - 11:30AM | Internal Investigations in the Era of Big Data: Today’s Challenges and a View of the Promised Land

Room 1

10:30AM - 11:30AM
Discovia

Moderator

Description

With FCPA investigations at an all-time high and Dodd-Frank in full flow, there is increasing scrutiny over corporate compliance. Add in expanding data volumes and limited internal resources, and corporations face a significant challenge. This panel was designed to equip corporations and their outside counsel with practical ways to handle internal investigations in today’s data rich environment.

Speakers

10:30AM - 11:30AM | Better Together: Predictive Coding and Analytics on Three Common Use Cases

Room 2

10:30AM - 11:30AM
FTI Consulting

Moderator

Description

Predictive coding is a powerful tool to help speed legal review, but it isn’t a silver bullet. Analytics can help supplement predictive coding – by visually clarifying its results, accelerating review of the remaining materials, and even assisting in trial and deposition preparation. Using a case study approach, industry experts will discuss workflow options incorporating predictive coding and analytics for three key scenarios – Hart-Scott-Rodino Second Requests, internal investigations, and post-production trial preparation.

Speakers

11:30AM - 01:00PM | Lunch
01:00PM - 02:00PM | Top 5 Trends in Discovery for 2014

Room 1

01:00PM - 02:00PM
Special Counsel

Moderator

Description

With the Rapid advancement in technology it is often hard to keep up with the issues that affect counsel on a daily basis. Join us for this informative session as leading experts discuss the top trends and technology for 2014. From balancing legal and regulatory obligations while addressing Information Governance concerns to bring your own device and social media policies this session explores both the strategic advantages, intangible benefits, case law, and the risks associated with the latest industry trends.

Speakers

01:00PM - 02:00PM | Information Management in a Government Investigation: 10 Tips to Success for Business, Legal and IT

Room 2

01:00PM - 02:00PM
Navigant

Moderator

Description

Responding to info requests, subpoenas, and complaint filings, one must critically understand the modern organization’s corpus of enterprise data which requires capture, search and review, along with emails and documents. With far-reaching consequences, language in the government’s request may implicate ‘sleeping giants’ of unfamiliar data sources: examples of structured data from software applications, recorded audio files or stored communications like chat rooms.

The multidisciplinary panel will offer our experts’ practical tips when working with the company, legal and IT in retrieving the right data in the ‘cross-hairs’ of the Government.

Following the chronology of a typical investigation, the discussion will carefully discuss considerations in expeditiously responding to the immediate inquiry, but then will advocate pro-active methodologies. These may include building repeatable workflows, standardizing chain of custodies and using technology to visualize the universe of truth for a unique event or transaction.

Speakers

02:00PM - 02:30PM | Break
02:30PM - 03:30PM | Corporate eDiscovery Management - In-House Counsel Speak

Room 1

02:30PM - 03:30PM

Moderator

Description

In-house counsel will share their thoughts on the eDiscovery process from the corporate perspective. What are their biggest concerns? Is over-preservation a significant problem and, if so, how can it be addressed? How is proportionality being applied in preservation and litigation strategies? Is data security a major problem and who within the corporation has responsibility for it? How do they have BYOD policies and how do they manage them? What cost control strategies have been effective?

Speakers

02:30PM - 03:30PM | Organizing the Best eDiscovery “Team”

Room 2

02:30PM - 03:30PM

Moderator

Description

This panel will address the factors that go in to putting a good team in place, up front. Who needs to be on the team and what skills should they have? Should lead trial counsel be part of the team and, if so, what role should he or she play? When is the best time to select your eDiscovery vendor?

Speakers

03:30PM - 04:00PM | Break
04:00PM - 05:00PM | Data Security - Are Law Firms the Weak Link?

Room 1

04:00PM - 05:00PM

Moderator

Description

Companies are becoming increasingly concerned about the security of the data they give to their law firms, and that those law firms often give to vendors, in connection with litigation. The panel will talk about the steps that companies are taking to reduce this risk and the steps law firms are taking to address these concerns. The use of data security questionnaires, required data security practices, and compliance audits will be discussed as well as the ways in which law firms have reacted to these changes. Are lawyers becoming more security conscious and does their level of technological sophistication affect a company’s selection of law firms?

Speakers

04:00PM - 05:00PM | Tips for Managing eDiscovery in Government Cases

Room 2

04:00PM - 05:00PM

Moderator

Description

This panel will discuss the best ways to handle eDiscovery when responding to governmental subpoenas and investigations. Do different agencies have different requirements and practices for preservation and production? Do they permit companies to use technology assisted review? Can you negotiate format of production and other matters with them? Best practices for responding to subpoenas from the SEC, FTC and other agencies and to second requests in antitrust cases will be discussed.

Speakers

05:30PM - 07:00PM | DISCOVIA WINE SOCIAL (OPEN TO ALL)
08:00AM - 09:00AM | Registration
09:00AM - 10:00AM | Multiple Matter eDiscovery Management - The Next Step in eDiscovery Cost Control?

Room 1

09:00AM - 10:00AM

Moderator

Description

As the volume of data continues to increase, companies continue to look for ways to reduce eDiscovery costs. A possible solution for companies, especially those that face serial litigation in similar matters, may be cross-matter eDiscovery management, which can enable them to leverage work product from other matters. The panel will talk about how this works, the companies for which it can be most beneficial, the costs associated with it and the advantages and disadvantages of this approach to eDiscovery.

Speakers

09:00AM - 10:00AM | Social Media - Preservation and Collection Challenges

Room 2

09:00AM - 10:00AM

Moderator

Description

Social media has changed the way people communicate and the way companies do business. It also plays a role in civil and criminal litigation and has been key evidence in many cases. Whether its Facebook, Twitter or Snapchat, preserving and collecting social media data presents its own set of challenges. This panel will discuss the methods for preserving, collecting and producing personal social media and corporate social media and how this data can be used, and has been used, in government matters and other litigation. Recent court cases involving social media evidence will also be discussed.

Speakers

10:00AM - 10:30AM | Break
10:30AM - 11:30AM | Information Governance - Teams, Litigation Holds and Best Practices

Room 1

10:30AM - 11:30AM

Moderator

Description

Many companies have implemented information governance programs. This session will explore what the goals of those programs are, how they are organized within companies, which company executives are involved in these programs and what their roles and responsibilities are. The panelists will discuss the tension between information governance and litigation holds and preservation obligations as well as the pros and cons of different information governance programs and suggested best practices for information governance.

Speakers

10:30AM - 11:30AM | Cross Border Data Privacy and Privilege

Room 2

10:30AM - 11:30AM

Moderator

Description

Outside of the United States, different data privacy laws and regulations apply. Many countries impose restrictions on the transfer of data to and from those countries, which can have significant implications for multi-national companies. This panel will discuss ways to handle obtaining data from different countries and best practices for dealing with the flow of information in the European Union and other foreign countries. They will also discuss how to manage cross border privilege issues including how to determine whose privilege law applies, how communications with foreign lawyers will be treated, whether U.S. attorney-client privilege protection can be waived by disclosure of information outside of the United States, privilege issues in the European Union and strategies for companies who do business in countries that do not acknowledge privilege.

Speakers

11:30AM - 01:00PM | Lunch
01:00PM - 02:00PM | eDiscovery Comes of Age - What Does the Future Hold?

Room 1

01:00PM - 02:00PM

Moderator

Description

It’s been more than a decade since the Zubulake decision was issued. This panel will discuss how the eDiscovery industry has matured and how eDiscovery technology has evolved. We will also look at how companies have changed how they handle eDiscovery and the effect that moving eDiscovery in-house has had on the relationships between in-house counsel, outside counsel and vendors. What lessons have we learned and what’s next for eDiscovery?

Speakers

01:00PM - 02:00PM | eDiscovery and the Cloud

Room 2

01:00PM - 02:00PM

Moderator

Description

A variety of potential benefits, including cost savings, have led companies to move to the Cloud. This panel will discuss the ways to collect data located in the Cloud and the challenges associated with that type of collection. The advantages and disadvantages of cloud computing, from an eDiscovery perspective, will be discussed as well as ways to secure data in the Cloud and reduce risk. The panel will also offer suggestions on how to select the right Cloud vendor and give tips for negotiating a contract with a Cloud vendor to make sure your company is able to respond to a subpoena or government inquiry and to collect data from the Cloud that is needed for litigation.

Speakers

02:00PM - 02:30PM | Break
02:30PM - 3:30PM | Judicial Panel - Managing eDiscovery: The View From the Bench

Description

Federal Rule of Civil Procedure 1 states that the rules "should be construed and administered to secure the just, speedy, and inexpensive determination of every action and proceeding." eDiscovery, however, is rarely, if ever, speedy or inexpensive. The panel will discuss approaches to controlling the cost, burden and delay often associated with discovery of electronically stored information, including the US District Court for the Northern District of California's guidelines and the use of eDiscovery special masters and neutrals.

Speakers