2016 Southeast

May 22-23, 2016


Chateau Elan Winery & Resort

2016 Southeast eDiscovery & IG Retreat

The Southeast 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 Retreat will allow you to explore the latest issues and strategies with knowledgeable and experienced consultants, advisors, technologists, lawyers, thought leaders and your peers - all in one of north Atlanta’s most beautiful places to visit: Chateau Elan Winery & Resort

With a full agenda of educational sessions, scheduled networking events, and a family-friendly location, 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.


Join us for one day of discussions about the hot topics in eDiscovery and information governance. You’ll come away with a better understanding of current trends, best practices and emerging technologies.


Chateau Elan Winery & Resort
100 Rue Charle­magne
Brasel­ton, Geor­gia 30517
Phone: (678) 425-​0900 ext. 41
Website: http://www.chateauelan.com/


Hartsfield-Jackson Atlanta International Airport
6000 North Terminal Parkway
Atlanta, GA 30320
Phone: (404) 209-1700
Website: http://atlanta-airport.com

Arnstable Municipal Airport
1010 Ben Epps Drive
Athens, GA 30605
Phone: (706) 613-3420
Website: http://athensclarkecounty.com


$325/Night. Please email info@thinkingenious.com for reservation instructions.






What steps can companies take to dramatically reduce their e-Discovery costs? Some organizations have been able to reduce those costs by 50%-75% or more: by starting with better information governance practices, and proactively implementing policies, procedures and controls in regard to legal holds, e-discovery management and use of advanced technology. This program will discuss tips and best practices for proactively reducing e-discovery expenses while also reducing liability exposure.

Sponsored By
Reed logo
This panel will discuss the balancing of practical legal and technical considerations when developing a litigation readiness and response plan. The panel will feature both lawyers and technologists addressing these issues from their unique perspectives and experiences.

Sponsored By
The exponential growth of information in your organization means a “keep everything” strategy is a slow suicide. In this panel, explore new strategies for proactive information governance. Discuss the expanded capabilities of eDiscovery product suites and other tools in your environment that can be leveraged to organize the shared drives and defensibly cleanup the clutter. In this panel we will:
· Explore how e-Discovery products are leveraged in a proactive strategy to manage Electronically Stored Information (ESI)
· Analyze the pros & cons of some alternatives to traditional document and records management systems
· Identify when the rewards outweigh the risks associated with utilizing these tools within your information governance framework
· Discuss how proven methodologies and tools can be applied to reduce the risk in your own unique environment

Sponsored By
Within an enterprise, data is a dual-edged sword – it’s both the lifeblood powering critical business operations and the kryptonite preventing the business from flexing its muscle. When investigations, litigation or compliance matters strike, organizations that leverage analytics to organize, reduce, and prepare to present their data are more likely to win out. This session will help you learn what analytics are most effective for information governance and discovery, so you can:
· Quickly map the collection and explore key data points and related themes · Identify redundant information · Review nothing but the absolutely most conceptually relevant documents · Profile outmoded data for migration or remediation · Articulate the ROI of data analytics · Using analytics to make better burden arguments

Sponsored By
Advanced analytics hold the key to fast fact finding, comprehensive risk assessment, and hyper-efficient review. Learn how savvy lawyers are leveraging analytics for investigations and a wide range of legal objectives such as FCPA and compliance analysis, HSR second requests, M&A due diligence & post-deal analysis, and more.

Sponsored By
Discussion regarding the right to free speech in all forms of social and quasi private communication (e.g. text messages, temporary message providers like SnapChat). Legal consequences of employers for taking actions and the ways both employers and employees can avoid termination, lawsuits, and negative press. Discussion as to employers' best practices and private employee's, 1099, vendors, and the like. Specific focus on two trending areas: political posts (e.g. the election and potential protected free speech based upon working conditions) and Yelp/AVVO ratings.

Sponsored By
By now we are all aware that most large companies have at least begun to implement information governance programs, often in very sophisticated fashion. However, many smaller companies still struggle to get IG initiatives off the ground due to a lack of knowledge regarding the business value an IG program can provide, resources to get started, or both. Please join us for a discussion regarding how small and mid-size companies can overcome these hurdles and begin to leverage IG to gain a competitive advantage in their industries including a few real-life case studies of companies that have done just that.€

Sponsored By
The government is serious about prosecuting for destruction of electronic data in an investigation. This panel can discuss what steps companies need to take to prevent loss of data; common (and not so common) mistakes and oversights in data preservation and collection; and how to get out ahead of any issues that are uncovered.€

Sponsored By
Discussion regarding the need for proper preservation letters, understanding where, when, and how to find evidence. Understanding how to explain to your clients what they can and cannot do with the evidence that may or may not exist. Managing projects with an eye towards resolution of the case.

Sponsored By
Technology Assisted Review (“TAR”) has the potential to drastically reduce the time and expense of engaging in document discovery. Further, several court decisions have approved the use of TAR for the case before the court. While TAR has gained more traction, many litigants and/or their counsel remain reluctant to utilize TAR due to a number of concerns. This webinar explores several of the most frequently encountered objections to using TAR, and discusses potential responses to overcome these objections.

Sponsored By
Hickey Smith LLP
Electronic information necessary for U.S. business operations, litigation, arbitration and government investigations is increasingly located outside the United States. Much of that data is protected by laws and regulations that restrict transfer of that information to the U.S., and the continuing reverberations of the Edward Snowden disclosures are changing the landscape of information collection, processing and uses. A new program for data transfers from the E.U., the E.U.-U.S. Privacy Shield, is in draft and will change the way multinational organizations move data for business purposes. The European Union General Data Protection Regulation will have a profound effect on how electronic evidence is obtained from Europe. The result of the Apple iPhone litigation may affect the final version of these data transfer schemes. This interactive panel discussion will provide practical take-aways for navigating this new digital landscape as well as how to crate agile and adaptable information management protocols for this rapidly changing environment.

Sponsored By