Electronic discovery conference:  One Whitehall Place, One Whitehall, London, UK.  West Legalworks.

Summary

This comprehensive one-day conference is your chance to hear the opinions of some of the leading figures in eDisclosure and records retention from both sides of the Atlantic who will analyze and offer solutions to the day to day issues faced by solicitors, barristers, litigation support managers, paralegals and their clients. West Legalworks™, the pioneer in the education of professionals in the United States on eDisclosure, electronic discovery and records retention practices, presents this third annual eDisclosure Forum.

The programme will focus on the state of the industry in the UK and examine the current and emerging trends in eDisclosure and records management practices. Bring your most pressing questions and challenging problems. The distinguished panel of experts will answer your questions during the sessions, as well as during the networking luncheon and reception.

Achieve all this in one day:

• Understanding how organizations are handling the search for relevant electronic documents, current edisclosure initiatives underway and what the thought leaders are thinking.
• Using edisclosure pro actively to resolve matters earlier and more efficiently.
• Understanding the current approaches of various regulators and steps your organization can take to address regulatory obligations and avoid fines and penalties.
• Developing an effective edisclosure strategy and budget, including analyzing the hard and soft costs associated with the process.
• Keeping abreast of the latest technology tools available for information management and the protection of that information.

Agenda

08.30 – 17.15, including luncheon hosted by Kroll Ontrack
17.15 – 18.30 Reception

08.30 – 09.00
Registration and Breakfast

09.00 – 10.00
Industry Trends and the Future of eDisclosure

In the past year, there has been an increase in the level of awareness of the disclosure rules and their application in English litigation. However, organisations and their legal advisers are also having to search for relevant documents in other critical situations, including regulatory enquiries, arbitrations and mediations. This panel will provide an understanding of how parties are handling this, what the current initiatives are in the world of e-disclosure, and where the thought leaders are heading. Particular emphasis will be placed on the positive use of eDisclosure to resolve matters earlier and more efficiently.

10.00 – 11.00
When the Regulator Comes Knocking

Between the FSA, OFT, EU Commission and SEC to name a few, the attention of regulatory agencies and their interest in electronic documents, particularly emails, make it even more important for CEOs, in-house lawyers, compliance officers and their advisers to focus on e-document management. Our experts will discuss the current approaches of the various regulators and how these can impact your business. They will provide guidance on how to better ensure that your organization can comply with its regulatory obligations and avoid criticism, fines and penalties.

11.00 – 11.15
Break

11.15 – 12.15
Lessons Learned from Litigation Support Managers

This practical session will focus on how to handle the soon-to-be day-to-day aspects of eDisclosure. Special emphasis will be placed on the tools they use internally to more effectively and efficiently work with eDisclosure.

12.15 – 13.30
Luncheon Hosted by Kroll Ontrack Inc.

13.30 – 14.30
How to Measure, Manage and Predict eDisclosure Costs

You can use eDisclosure to focus your investigation of issues and your review of documents early in the case - delivering higher quality legal service while keeping costs down. Our experts will discuss the steps for developing an effective eDisclosure strategy and budget, and will analyze the hard and soft costs associated with disclosure and options for managing the costs of review and the use of outside vendors. They will also discuss various metrics for sizing up the task as well as offer insights for monitoring the budget through the life cycle of the case and managing the costs of eDisclosure.

14.30 – 15.30
The View from Corporate Counsel

Our expert panel of in house counsel will examine electronic document management and retention and eDisclosure as viewed by corporations with multiple branches and offices operating in multiple jurisdictions.

15.30 – 15.45
Refreshment Break

15.45 – 17.00
Information Lifecycle Management

Different types of information have varying levels of importance to different people and sections in the organization. Documents containing relevant information need to be retained and stored according to their level of importance and the need for scrutiny and accessibility. Organizations that recognize this and that are using more sophisticated archiving for emails and document management systems are ahead of the game. Join our panelists as they talk you through the technology tools available for information management and the protection of that information today.

17.00 – 17.15
Wrap Up

17.15 – 18.30
Reception

Faculty

Co-Chairs:

Janet Lambert
Reinsurance and International Risk Team
Barlow Lyde & Gilbert
London

Browning E. Marean, III
DLA Piper Rudnick Gray
Cary US LLP
San Diego

George J. Socha, Jr.
President
Socha Consulting LLC
St. Paul, MN

Speakers:

Reza Alexander
Litigation Support Manager
DLA Piper UK LLP
London

Clare Chalkley
Litigation Professional Support Manager
Clifford Chance LLP
London

Michael Colao
Director of Information
Management
Dresdner Kleinwort
London

Mark Dingle
Litigation Support Manager
Simmons & Simmons
London

John F. Gubernat
Director, Compliance Consulting
EMC Global Compliance Practice
Hopkinton, MA

John Mulgrew
Senior Attorney
Microsoft Corporation
London

Vince Neicho
Managing Clerk - Litigation Support
Allen & Overy LLP
London

Bill Onwusah
Litigation Support Department Manager
Lovells LLP
London

Guy Pendell
Chair, Dispute Resolution Practice
CMS Cameron McKenna LLP
London

Tracey Stretton
Legal Consultant
Kroll Ontrack
London

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