2013 E-Discovery Conference Agenda
The University of Florida Levin College of Law and EDRM Present:
E-Discovery for the Small and Medium Case
April 4 – 5, 2013
The event will take place in the Levin Advocacy Center.
University of Florida Levin College of Law
309 Village Drive
Gainesville, FL 32611
Parking restrictions have been removed for the green parking lots. Attendees are free to park in the green areas on Thursday and Friday.
William Hamilton, Executive Director, University of Florida E-Discovery Project; Partner, Quarles & Brady LLP; and Dean of the Department of E-discovery Project Management at Bryan University.
George Socha, Co-Founder, EDRM; and President, Socha Consulting LLC.
Tentative Conference Schedule:
April 48:00 a.m. – 9:00 a.m.
Breakfast9:00 a.m. – 9:30 a.m.
Welcome to the Conference and the University of Florida Law School
Introduction to the Conference and the University of Florida E-Discovery Project
Speakers: Robert Jerry, William Hamilton, George Socha9:30 a.m. – 10:30 a.m.
The E-Discovery Competence Crisis
Live from Chicago, the panel for the opening session will discuss the current landscape and the crisis of competence that makes this conference a critical learning experience.
Break11:00 a.m. – 12:30 p.m.
Identification, Preservation & Collection
With each new matter, you need to take the riskiest steps first: making quick, defensible decisions about what data you will need, then preserving that ESI. Why risky? Because if you get it wrong you may never get a second chance to do it right.
For this session, the panel will lay out this process, offer suggestions for building and using identification/preservation/collection risk-expense matrixes, and present identification, preservation and collection tools and techniques.
Speakers: Dera Nevin, Jonathan P. Rowe, John Patzakis12:30 p.m. – 1:30 p.m.
Keynote Luncheon Address
“Electronic Discovery from the Bench: Technology and Proportionality”-Presentation by the Honorable Gary R. Jones, United States Magistrate Judge for the Middle District of Florida
Speakers: The Honorable Gary R. Jones
Please note that the keynote luncheon address will not be webcast.1:30 p.m. – 2:30 p.m.
Before using the data you preserved, you will need to process it – where terms such “decompression,” “explosion” and “flattening” mean something very different than you may think.
This panel will explain what happens during processing; offer suggestions on how to control processing scope, timeframe, and costs; and pull back the curtains so you can see what actually happens during processing.
Speakers: Martin H. Audet, Brian Ingram, Michael Quartararo2:30 p.m. – 3:30 p.m.
Key word searching is the bread and butter of e-discovery analysis, built on approaches developed during more than three decades of automated litigation support.
The panel for this session with explain key word searching, both what it is and what it is not; offer suggestions for constructing and using precision-recall risk-expense matrixes to improve key word searching efforts; and talk tools.
Speakers: Barry O’Melia, Ian Campbell, Denise J. Talbert3:30 p.m. – 4:00 p.m.
Break4:00 p.m. – 5:00 p.m.
The New Analysis – CAR/TAR/Predictive Coding
A new wave of analytical tools is upon us, going by many names – the most common being predictive coding, technology-assisted review, and computer-assisted review. Or is this old wine in a new bottle? Or perhaps home brewing commercialized?
The panelists will serve up definitions; separate the old from the new; discuss creating and deploying key word-machine learning matrixes; offer suggestions for right sizing your CAR/TAR/etc. efforts; and, of course, demo tools.
Speakers: Rene Laurens, John Tredennick, Michael Quartararo5:00 p.m. – 6:30 p.m.
April 58:00 a.m. – 9:00 a.m.
Breakfast9:00 a.m. – 10:00 a.m.
Review & Production
Often the largest cost, review for relevance & privilege nonetheless can be managed effectively and efficiently while still delivering acceptable, defensible results.
This panel will discuss techniques for controlling discovery costs while simultaneously guarding against inadvertent disclosure; explore the preparation and use of review risk-expense matrixes; offer a review tool show and tell; and cover form-of-production issues.
Speakers: Joel Wuesthoff, Richard Cohen, Julie K. Brown10:00 a.m. – 10:30 a.m.
Break10:30 a.m. – 11:30 a.m.
Nothing in life is free – especially not e-discovery. Effective budgeting is essential for anyone who wants to be able to predict costs at the onset of a matter, track costs to avoid overruns, and project likely future costs.
This session’s panelists will discuss how budgeting can be used to achieve proportionality objectives; look at cost-benefit assessments across the entire EDRM; and demonstrate budgeting tools.
Speakers: Denise J. Talbert, George J. Socha, Jr., Julie K. Brown11:30 a.m. – 12:30 p.m.
The New Florida Rules
Florida has new e-discovery rules, and this panel will compare the new rules with the old Florida rules as well as the Federal rules. In addition, the panel will cover the highlights: the burden test; proportionality; disclosure of format; protection of confidentiality and privacy; and working with the opposition.
Speakers: Ralph Artigliere, William F. Hamilton, Gary R. Jones12:30 p.m. – 12:45 p.m.