For more than three decades, I have been writing and speaking about electronic discovery, automated litigation support, and related topics.
Past speaking engagements and published materials include:
Speaking engagements
| Year | Event |
|---|---|
| 2020 | Speaker, webinar: “When Data Privacy and eDiscovery Collide.” ZyLAB (Jul. 2020) |
| 2020 | Speaker, webinar: “ACEDS Roundtable Series: Transitions, Transformations, and Triumphs in 2020.” ACEDS (Jul. 2020) |
| 2020 | Moderator, webinar: “Exploring Electronic Information in Criminal Investigations: Constitutional and ‘Practical’ Concerns, Part 3.” EDRM (Jul. 2020) |
| 2020 | Speaker, webinar” “Managing Discovery of Real-Time Communications.” The Master’s Conference (Jun. 2020) |
| 2020 | Speaker, conference: “eDiscovery and Information Governance: Better Together.” ARMA Chicago General Meeting (Apr. 2020) |
| 2020 | Moderator, webinar: “Exploring Electronic Information in Criminal Investigations, Part 2.” EDRM (Apr. 2020) |
| 2020 | Moderator, webinar: “Exploring Electronic Information in Criminal Investigations: Constitutional and ‘Practical’ Concerns, Part 1.” EDRM (Mar. 2020) |
| 2020 | Speaker, conference: “There’s No App For That – Handling Apps and Non-Standard Data (Part 1).” ACEDS Twin Cities Chapter, Minnesota (Feb. 2020) |
| 2020 | Speaker, webinar: “Digital Forensics Disrupted – Are you ready for CYOD (collect your own device)?” ACEDS (Jan. 2020) |
| 2019 | Speaker, webinar: “Monthly Insights with George Socha and Mike Quartararo.” ACEDS (Dec. 2019) |
| 2019 | Speaker, webinar: “30 Years of eDiscovery – Industry Veterans Discuss Where We’ve Been and What the Future Holds.” Ipro (Dec. 2019) |
| 2019 | Speaker, webinar: “EDRM: Hear From the Project Trustees.” EDRM (Dec. 2019) |
| 2019 | Speaker, webinar: “EDRM UPDATE Webinar.” EDRM (Nov. 2019) |
| 2019 | Speaker, webinar: “Monthly Insights with George Socha and Mike Quartararo.” ACEDS (Nov. 2019) |
| 2019 | Speaker, conference: “Emerging Data Sources: Connecting the Dots on Disparate Data”; “Developments in Privilege: Practical Advice for Handling Privilege Determinations, Logs, and Negotiations.” The Master’s Conference, Washington, DC (Oct. 2019) |
| 2019 | Speaker, conference: “A Call to Action: Building an e-Discovery Pro Bono Platform and Network”; “Is It Time to Rethink the EDRM?”; “Let’s Take This Online: Managing Mobile Data in Relativity Short Message Discovery.” Relativity Fest, Illinois (Oct. 2019) |
| 2019 | Speaker, webinar: “Monthly Insights with George Socha and Mary Mack.” ACEDS (Oct. 2019) |
| 2019 | Speaker, webinar: “Monthly Insights with George Socha and Mary Mack.” ACEDS (Sept. 2019) |
| 2019 | Speaker, conference: “Evaluating 2015 Rule 26 Discovery-Proportionality Amendments and Bolch-Duke Guidelines and Best Practices.” Bolch Judicial Institute, Duke Law School, Virginia (Jun. 2019) |
| 2019 | Speaker, conference: “NELTP Connect 2019.” New England Litigation Technology Professionals, Boston (May 2019) |
| 2019 | Moderator, conference: “EDRM 2019 Workshop/Forum.” Duke/EDRM, North Carolina (May 2019) |
| 2019 | Speaker, webinar: “Law Day Webinar – A Practical Guide to Information Governance.” Duke/EDRM (May 2019) |
| 2019 | Co-chair, conference: “7th Annual UF Law E-Discovery Conference.” The University of Florida Levin College of Law and EDRM, Florida (Mar. 2019) |
| 2019 | Speaker, conference: “What Was Hot in LegalTech and Education.” ACEDS Twin Cities Chapter, Minnesota (Feb. 2019) |
| 2019 | Speaker, conference: “Why Not Fish in a Lake?” Legaltech, New York (Jan. 2019) |
| 2018 | Speaker, webinar: “Ask the Experts: How Do I Collect That?” Exterro, EDRM, BrightTALK, Pinhawk (Dec. 2018) |
| 2018 | Speaker, CLE: “The Power of Two.” BDO & ACEDS, Minnesota (Nov. 2018) |
| 2018 | Speaker, conference: “Into the Crystal Ball We Gaze.” ACEDS Detroit 3rd Annual eDiscovery Symposium, Michigan (Oct. 2018) |
| 2018 | Speaker, conference: “How I Built This RelativityOne App”; “Networking: How to Plug In – and We Aren’t Talking Hard Drives!” Relativity Fest, Illinois (Oct. 2018) |
| 2018 | Speaker, webinar: “Inside BDO’s eDiscovery & Beyond Survey: Lessons for Inside Counsel and Law Firm.” EDRM (Jul. 2018) |
| 2018 | Speaker, webinar: “Getting the Most Out of Your E-Discovery Experts Without Breaking the Bank.” ABA (Jun. 2018) |
| 2018 | Speaker, webinar: “The State of E-Discovery 2018: Analysis & Review.” EDRM (May 2018) |
| 2018 | Speaker, conference: “How to Work with E-Discovery Experts on the Big Case without Breaking the Bank.” ABA Litigation Section Annual Meeting, California (May 2018) |
| 2018 | Speaker, 2018 Judge Justin L. Quackenbush Lecture, Gonzaga Law School, Spokane, Washington (Apr. 2018) |
| 2018 | Co-chair, conference: “6th Annual UF Law E-Discovery Conference.” The University of Florida Levin College of Law and EDRM, Florida (Mar. 2018) |
| 2018 | Speaker, conference: “Seventh Annual ASU-Arkfeld eDiscovery and Digital Conference.” Arizona State University, Arizona (Mar. 2018) |
| 2018 | Speaker, webinar: “Challenges and Benefits of E-Discovery in the Cloud.” EDRM (Mar. 2018) |
| 2018 | Speaker, webinar: “Sneak Peek 2018 Federal Judges Survey Results.” EDRM (Jan. 2018) |
| 2017 | Speaker, conference: “Data Analytics – Going Beyond Review and Even Predictive Coding.” NELTP, Massachusetts (Dec. 2017) |
| 2017 | Speaker, webinar: “Updating Your E-Discovery Toolkit.” Exterro & Georgetown Law (Dec. 2017) |
| 2017 | Speaker, webinar: “The Case is Done But the Data’s Still Everywhere. What’s A Client To Do?” ACEDS Twin Cities Chapter (Dec. 2017) |
| 2017 | Speaker, conference: “Big Data from Employees; Big Risk for Employers.” Relativity Fest, Illinois (Oct. 2017) |
| 2017 | Speaker, webinar: “2017 In-House E-Discovery Trends Analysis.” Exterro (Oct. 2017) |
| 2017 | Speaker, conference: “Technology-Assisted Review (TAR) Best Practices.” Duke Law, Washington, DC (Sept 2017) |
| 2017 | Moderator, webinar: “Practical Tips for a Successful First TAR Project.” EDRM (Aug. 2017) |
| 2017 | Speaker, webinar: “eDiscovery Beyond eMail: Are You Prepared?” Actiance (Aug. 2017) |
| 2017 | Moderator, webinar: “Technology Assisted Review: What You Need to Know, Ask, and Expect.” EDRM (Aug. 2017) |
| 2017 | Speaker, CLE: “The ‘New’ FRCP & Their Impact on E-Discovery.” Mintz Levin, Boston (Jun. 2017) |
| 2017 | Speaker, conference: “Actiance Unleash 2017 Summit.” Actiance, New York (May 2017) |
| 2017 | Speaker, conference: “IG for the Real World.” ARMA Atlanta, Georgia (May 2017) |
| 2017 | Speaker, conference: “Actiance Unleash 2017 Summit.” Actiance, Detroit (Apr. 2017) |
| 2017 | Moderator, webinar: “EDRM Security Audit & Evaluation of E-discovery Vendor or Partner.” EDRM (Apr. 2017) |
| 2017 | Co-chair, conference: “5th Annual UF Law E-Discovery Conference.” The University of Florida Levin College of Law and EDRM, Florida (Mar. 2017) |
| 2017 | Speaker, webinar: “EDRM at Duke Law: What’s Changed, and What’s Next?” EDRM (Mar. 2017) |
| 2017 | Speaker, conference: “Stop the Lip Service: Real Advocacy Under the Federal Rules.” LegalTech, ALM, New York (Feb. 2017) |
| 2016 | Speaker, webinar: “Revenue and Profits on the Rise? The Fall 2016 eDiscovery Business Confidence Survey.” ACEDS (Dec. 2016) |
| 2016 | Speaker, webinar: “E-Discovery Training for 2017”, EDiscovery Day. Exterro (Dec. 2016) |
| 2016 | Speaker, webinar: “10 Years Forward, 10 Years Back: Automation in eDiscovery”, EDiscovery Day. Exterro (Dec. 2016) |
| 2016 | Moderator, conference: Streamlining and Controlling E-Discovery Costs. Women in eDiscovery, Minnesota (Nov. 2016) |
| 2016 | Moderator, conference: “Tips for Forging a Better Working Relationship Between Counsel and IT to Improve Cyber-Response.” ACC New York Chapter, New York (Nov. 2016) |
| 2016 | Speaker, conference: “10 Years Forward, 10 Years Back: Automation in eDiscovery”, The Masters Conference, Washington, DC. (Oct. 2016) |
| 2016 | Speaker, conference: “The History and Future of the Law and e-Discovery”, Relativity Fest 2016, kCura, Illinois (Oct. 2016) |
| 2016 | Speaker, webinar: “The Business of eDiscovery: Summer 2016 eDiscovery Business Confidence Survey Results.” ACEDS (Sept. 2016) |
| 2016 | Moderator, webinar: “Considerations for Corporate Legal Teams Managing E-Discovery in a Changing Tech Environment.” EDRM (Sept. 2016) |
| 2016 | Moderator, webinar: “9 Habits of Resilient e-Discovery Leaders.” EDRM (Aug. 2016) |
| 2016 | Moderator, webinar: “’Shift Left’ – A New Age of eDiscovery – Analytics and ECA.” EDRM (Jun. 2016) |
| 2016 | Moderator, webinar: “Cybersecurity Threats and Client Confidential Data.” EDRM (May 2016) |
| 2016 | Moderator, webinar: “Moving Data Across Borders: No More Safe Harbors.” EDRM (May 2016) |
| 2016 | Speaker, conference: ACEDS Conference, New York (Apr. 2016) |
| 2016 | Co-chair, conference: “Curing Your Data Demons with Simple and Handy Analytical Tools.” The University of Florida Levin College of Law and EDRM, Florida (Mar. 2016) |
| 2016 | Moderator, webinar: “Using Analytics & Visualization to Gain Better Insight Into Your Data.” EDRM (Mar. 2016) |
| 2016 | Moderator, webinar: “Catching the Third Wave of E-Discovery.” EDRM (Mar. 2016) |
| 2016 | Speaker, conference: “Fifth Annual ASU-Arkfeld eDiscovery and Digital Conference.” Arizona State University, Arizona (Mar. 2016) |
| 2016 | Moderator, webinar: “Thomson Reuters Introduces eDiscovery Point.” EDRM (Feb. 2016) |
| 2016 | Moderator, conference: “25 Ediscovery Gotchas in 75 Minutes,” LegalTech New York. ALM, New York (Feb. 2016) |
| 2016 | Co-author, “Early Case Assessment: Evolving from Tactical to Practical,” Nuix and EDRM (Jan. 2016) |
| 2016 | Speaker, webinar: “2015 Amendments to the Federal Rules of Civil Procedure.” eDiscovery Education Center (Jan. 2016) |
| 2015 | Speaker, webinar: “The End of The Year Webinar – Leading eDiscovery Experts Reflect on 2015 and Look Forward to 2016.” ACEDS (Dec. 2015) |
| 2015 | Speaker, conference: “Cost Effective E-discovery” and “Five Forces Changing E-discovery in 2016.” Seventh Annual End of Year CLE. Avansic, Oklahoma City and Tulsa (Dec. 2015) |
| 2015 | Moderator, webinar: “Practical Options for US Litigators and Investigators Dealing with EU Data.” EDRM (Dec. 2015) |
| 2015 | Moderator, online video roundtable discussion: “Using Advanced Analytics Techniques to Meet the Proportionality Requirements of the new Federal Rules,” EDiscovery Day. EDRM and Exterro (Dec. 2015) |
| 2015 | Speaker, webinar: “Taking Advantage of the new FRCP E-Discovery Amendments,” E-Discovery Day. EDRM and Exterro (Dec. 2015) |
| 2015 | Moderator, webinar: “eMSAT-1: Understand and Acting on the Results,” EDiscovery Day. EDRM and Exterro (Dec. 2015) |
| 2015 | Speaker, conference: “MALSP Meeting.” Minnesota Association of Litigation Support Professionals, Minnesota (Nov. 2015) |
| 2015 | Moderator, webinar: “Away with Words: An Investigative Approach to eDiscovery.” EDRM (Nov. 2015) |
| 2015 | Moderator, webinar: “What’s Next in eDiscovery: Data Streaming.” EDRM (Nov. 2015) |
| 2015 | Moderator and speaker, conference: “Developing a Strong Litigation Readiness Strategy” and “Working Cross Border in a Virtual World.” Technology in Practice 2015. Commonwealth Legal, Toronto, Canada (Nov. 2015) |
| 2015 | Moderator, webinar: “What’s Next in eDiscovery: Automation.” EDRM (Nov. 2015) |
| 2015 | Moderator and speaker, conference: “Enhanced Ethical Duties Under the New Rules: How to Meet your Ethical Obligations in a Rapidly Changing Environment” and “Budget and Cost Calculator Tools for eDiscovery.” 5th Annual E-Discovery Leadership Conference. Legal Learning Series, Florida (Oct. 2015) |
| 2015 | Speaker, webinar: “Early Case Assessment is Elementary, Dear Watson.” Nuix (Oct. 2015) |
| 2015 | Moderator, webinar: “Proportionality and the New Rules.” EDRM (Oct. 2015) |
| 2015 | Moderator, webinar: “A Practical Approach to Your in-house eDiscovery Collections.” EDRM (Oct. 2015) |
| 2015 | Moderator and speaker, conference: “The EDRM eMSAT – eDiscovery Maturity Self Assessment Test,” “The Journey of 1000 Terabytes Begins with a Single Email: A Step-by-Step Guide to Applied Information Governance”; “Found Money: Raising EDiscovery Related Realization Rates,” “Challenging Predictive Coding’s Assumptions, Claims, and Promises” and “TED-Like Rants: Industry Experts Tell Us What’s On Their Mind. And We All React.” ACEDS 6th Annual E-Discovery Conference & Exhibition, Maryland (Sep. 2015) |
| 2015 | Speaker, conference: “Email Archives and eDiscovery” and “Tactical to Practical: Applying Best Practices to ECA Workflows,” Nuix User Exchange, California (Sep. 2015) |
| 2015 | Moderator, webinar: “Outsourcing Everyday eDiscovery: Managed Services Providers Versus Outside Counsel.” EDRM (Sep. 2015) |
| 2015 | Moderator, webinar: “Practical Pointers for Bringing Everyday eDiscovery Into Your Organization.” EDRM (Sep. 2015) |
| 2015 | Moderator, conference: “ILTACON 2015.” ILTA, Nevada (Sep. 2015) |
| 2015 | Moderator, conference: “2015 SoCal eDiscovery & IG Retreat.” Ing3nious, California (Aug. 2015) |
| 2015 | Moderator, webinar: “Everyday eDiscovery: Bringing It In-House or Outsourcing It.” EDRM (Jul. 2015) |
| 2015 | Speaker, conference: “LegalTech West Coast.” ALM, California (Jun. 2015) |
| 2015 | Moderator, webinar: “Using Ringtail to Manage Rolling Matters.” EDRM (Jun. 2015) |
| 2015 | Speaker, webinar: “Selecting the right e-Discovery Solution for your Company.” ACEDS (Jun. 2015) |
| 2015 | Moderator, webinar: “eMSAT-1: Completing the Assessment.” EDRM (Jun. 2015) |
| 2015 | Moderator, webinar: “Using Ringtail’s Visual Analytics on Small to Midsized Matters.” EDRM (Jun. 2015) |
| 2015 | Speaker, conference: “Ipro Innovations 2015.” Ipro, Arizona (Apr. 2015) |
| 2015 | Moderator, webinar: “Using Ringtail to Modernize Keyword Search.” EDRM (Apr. 2015) |
| 2015 | Moderator, webinar: “The Social Medial Quick Peek: Early Data Assessment.” ACEDS and EDRM (Apr. 2015) |
| 2015 | Co-chair, conference: “Electronic Discovery in Social Media, Mobile Devices and the Cloud.” The University of Florida Levin College of Law and EDRM, Florida (Mar. 2015) |
| 2015 | Speaker, conference: “Fourth Annual ASU-Arkfeld eDiscovery and Digital Conference.” Arizona State University, Arizona (Mar. 2015) |
| 2015 | Moderator, webinar: “Getting Cloud Data from the New Big Three: Google, iCloud & MS Office 365.” EDRM (Mar. 2015) |
| 2015 | Moderator, webinar: “Cross Border Issues in eDiscovery.” EDRM (Feb. 2015) |
| 2015 | Moderator, webinar: “Assembling the Team to Complete the eMSAT.” EDRM (Feb. 2015) |
| 2015 | Moderator: Roundtable discussion, Translation for E-Discovery. Park IP, New York (Feb. 2015) |
| 2015 | Speaker, webinar: “The Good, The Bad and The Ugly – eDiscovery Cases for 2014.” eDiscovery Education Center (Jan. 2015) |
| 2014 | Moderator, webinar: “Audio, Chat & Mobile.” EDRM (Dec. 2014) |
| 2014 | Moderator, webinar: “Summation 5.6 – Setting the Bar for Legal Review.” EDRM (Nov. 2014) |
| 2014 | Moderator, webinar: “EDRM’s eMSAT-1: Building the Business Case for the eMSAT-1.” EDRM (Nov. 2014) |
| 2014 | Speaker, conference: “Computer Law Section Predictive Coding CLE. “ Minnesota State Bar Association (Nov. 2014) |
| 2014 | Speaker, conference: “Technology in Practice 2014.” Commonwealth Legal, Toronto, Canada (Nov. 2014) |
| 2014 | Speaker, webinar: “Dark Data.” EDRM (Nov. 2014) |
| 2014 | Moderator, webinar: “Don’t Let Smartphones Outsmart Your Mobile Device Discovery Needs.” EDRM (Nov. 2014) |
| 2014 | Moderator, webinar: “End-to-End eDiscovery with Nuix.” EDRM (Nov. 2014) |
| 2014 | Moderator, webinar: “eMSAT-1: Understanding the eDiscovery Maturity Self-Assessment Test.” EDRM (Nov. 2014) |
| 2014 | Speaker, conference: “CKS Minneapolis Forum.” Corporate Knowledge Strategies, Minnesota (Sep. 2014) |
| 2014 | Moderator, webinar: “Easing the pain of document review with Concordance Evolution.” EDRM (Jul. 2014) |
| 2014 | Speaker, webinar: “From Terabytes to Trial Exhibits: Controlling Litigation Costs in the Digital Age.” American Bar Association (Jun. 2014) |
| 2014 | Moderator, webinar: “Cyber Security 101 for Legal Professionals.” EDRM (May 2014) |
| 2014 | Speaker, conference: “Discovery Symposium 6.0.” Counsel on Call, Tennessee (May 2014) |
| 2014 | Speaker, conference: “From Terabytes to Trial Exhibits: Controlling Litigation Costs in the Digital Age.” American Bar Association, Arizona (Apr. 2014) |
| 2014 | Co-chair, conference: “Electronic Discovery for the Small and Medium Case.” The University of Florida Levin College of Law and EDRM, Florida (Mar. 2014) |
| 2013 | Moderator, webinar: “Inside the Newest E-Discovery Software Integrations: LexisNexis Early Data Analyzer and LAW PreDiscovery.” EDRM (Dec. 2013) |
| 2013 | Moderator, webinar: “Information Governance by Design.” EDRM (Dec. 2013) |
| 2013 | Moderator, webinar: “Summation 5.0 Showcase – see the modern Summation in action!” EDRM (Nov. 2013) |
| 2013 | Moderator, webinar: “E-Discovery Processing Made Simple.” EDRM and the University of Florida Levin College of Law (Nov. 2013) |
| 2013 | Speaker, conference: “CALSM-posium 2013.” Chicago Association of Litigation Support Managers, Illinois (Oct. 2013) |
| 2013 | Moderator, webinar: “Introducing Concordance Evolution 2.2.1 – Integration with LAW PreDiscovery and LexisNexis Near Dupe!” EDRM Apersee (Oct. 2013) |
| 2013 | Speaker, webinar: “EDRM’s New Computer Assisted Review Reference Model (CARRM)—Beyond the Test Drive.” Exterro (Sep. 2013) |
| 2013 | Moderator, webinar: “New Ways of Seeing: Visual Analytics Comes of Age in EDiscovery.” EDRM Apersee (Sep. 2013) |
| 2013 | Moderator, webinar: “Why Aren’t You Using Technology Assisted Review Yet?” EDRM Apersee (Aug. 2013) |
| 2013 | Moderator, webinar: “Mobile Discovery and IOS.” Apersee (May 2013) |
| 2013 | Moderator, webinar: “Don’t get left behind—eDiscovery is for everyone.” Apersee (May 2013) |
| 2013 | Speaker, conference: “E-Discovery BootCamp.” Ontario Bar Association, Toronto, Canada (May 2013) |
| 2013 | Speaker, conference: “Minnesota Paralegal Convention Annual Seminar.” MPA, Minnesota (May 2013) |
| 2013 | Speaker, conference; “Catalyst Client Advisory and Catalytics Meeting.” Catalyst Repository Systems, Colorado (May 2013) |
| 2013 | Moderator, webinar: “Purchasing Decisions for eDiscovery.” Apersee (May 2013) |
| 2013 | Moderator, conference: “Carmel Valley eDiscovery Retreat.” California (Apr. 2013) |
| 2013 | Speaker, conference: “MALSP Meeting.” Minnesota Association of Litigation Support Professionals, Minnesota (Apr. 2013) |
| 2013 | Speaker, podcast: The ESI Report.” Kroll Ontrack (Apr. 2013) |
| 2013 | Co-chair, conference: “’The Exchange’ London.” Today’s General Counsel Institute, London, United Kingdom (Apr. 2013) |
| 2013 | Co-chair, conference: “Electronic Discovery for the Small and Medium Case.” The University of Florida Levin College of Law and EDRM, Florida (Apr. 2013) |
| 2013 | Speaker, webinar: “Bringing eDiscovery in House.” Apersee (Mar. 2013) |
| 2013 | Speaker, webinar: “Unlocking Predictive Coding to Find Facts Fast.” Apersee (Mar. 2013) |
| 2013 | Speaker, webinar: “What Every Legal Department Needs to Know About Litigation Hold.” Apersee (Feb. 2013) |
| 2013 | Speaker, webinar: “The Secret World of eDiscovery Expert Testimony, The 30(b)(6) Witness and Other Key Considerations.” Apersee (Feb. 2013) |
| 2013 | Speaker and moderator, conference: “Legal Tech New York.” ALM, New York (Jan. 2013) |
| 2013 | Moderator, webinar: “From DM to E-Discovery: Converging Disciplines.” Apersee (Jan. 2013) |
| 2012 | Speaker, webinar: “IGRM v3.0 Update: Privacy and Security Officers as Stakeholders.” CGOC (Nov. 2012) |
| 2012 | Speaker, webinar: “Ask the Experts: The Importance of Meet and Confer.” LexisNexis (Oct. 2012) |
| 2012 | Speaker, webinar: “Proactive Methods for Mobile Device Discovery.” Apersee (Oct. 2012) |
| 2012 | Speaker, conference: “inFusion12 User Conference.” Exterro, Oregon (Sept. 2012) |
| 2012 | Speaker, conference: “ILTA 2012.” International Legal Technology Association, Maryland (Aug. 2012) |
| 2012 | Speaker, webinar: “The E-Discovery Triange.” LexisNexis (Aug. 2012) |
| 2012 | Speaker, conference: “Carmel Valley eDiscovery Retreat.” California (Jul. 2012) |
| 2012 | Co-chair, conference: “E-Discovery for the Corporate Market.” Executive Counsel Institute, Illinois (Jun. 2012) |
| 2012 | Speaker, webinar: “Early and Often.” Apersee (May 2012) |
| 2012 | Speaker, conference: “CEIC 2012.” Guidance Software, Nevada (May 2012) |
| 2012 | Speaker, webinar: “The Real World of eDiscovery & EDRM.” The Organization of Legal Professionals (May 2012) |
| 2012 | Speaker, webinar: “Ask the Experts: Finding an acceptable balance between ediscovery costs and risk,” LexisNexis (May 2012) |
| 2012 | Speaker, conference: “Computer Assisted Review Technology – Will This Change the eDiscovery Game?,” kCura Corporation and Techlaw Solutions (Mar. 2012) |
| 2012 | Speaker, webinar: “Metrics” (Feb. 2012) |
| 2012 | Speaker, webinar: “E-Discovery 101,” LexisNexis (Feb. 2012) |
| 2012 | Speaker, conference: Lunch and Learn. Symantec, Minnesota (Feb. 2012) |
| 2012 | Speaker, conference: “Legal Tech New York.” ALM, New York (Jan. – Feb. 2012) |
| 2011 | Co-chair, conference: “Electronic Discovery and Records Retention.” Thomson Reuters, California (Dec. 2011) |
| 2011 | Co-chair, conference: “Electronic Discovery and Records Retention.” Thomson Reuters, New York (Nov. 2011) |
| 2011 | Speaker, conference: “ABA International Fall Meeting,” American Bar Association, Dublin, Ireland (Oct. 2011) |
| 2011 | Speaker, conference: “2011 Clearwell Partner Summit.” Symantec, California (Sept. 2011) |
| 2011 | Speaker, conference: “Carmel Valley eDiscovery Retreat.” California (Jul. 2011) |
| 2011 | Co-chair, conference: “E-Discovery for the Corporate Market” Executive Counsel Institute, New York (Jul. 2011) |
| 2011 | Speaker, webinar: “Is IT Competency Necessary to Conduct Discovery in the 21st Century? Can You Put Gas in Your Car?” The Ingersol Firm (Jun. 2011) |
| 2011 | Speaker, conference: “CEIC 2011.” Guidance Software, Florida (May 2011) |
| 2011 | Speaker, conference: “4th eDiscovery Forum.” Ark Group Australia, Melbourne, Australia (Apr. 2011) |
| 2011 | Speaker, conference: Minnesota HTCIA Chapter Meeting. High Tech Crime Institute, Minnesota (Mar. 2011) |
| 2011 | Speaker, conference: “Legal Tech New York.” ALM, New York (Jan. – Feb. 2011) |
| 2010 | Co-chair, conference: “Electronic Discovery and Records Retention.” Thomson Reuters, California (Nov. – Dec. 2010) |
| 2010 | Speaker, conference: AIIM Chapter Meeting. California (Nov. 2010) |
| 2010 | Co-chair, conference: “E-Disclosure Forum.” Thomson Reuters, London, United Kingdom (Nov. 2010) |
| 2010 | Co-chair, conference: “Electronic Discovery and Records Retention.” Thomson Reuters, Illinois (Nov. 2010) |
| 2010 | Speaker, conference: Peace Palace Program. ZyLAB, The Netherlands (Nov. 2010) |
| 2010 | Speaker, webinar: “Debate on Native Format Production and Redaction.” eDiscoveryJournal (Oct. 2010) |
| 2010 | Co-chair, conference: “Electronic Discovery and Records Retention.” Thomson Reuters, New York (Oct. 2010) |
| 2010 | Co-chair, conference: “Electronic Discovery and Records Retention” Thomson Reuters, California (Sept. 2010) |
| 2010 | Speaker, webinar: “VirtualLegalTech.” ALM (Sept. 2010) |
| 2010 | Co-chair, conference: “E-Discovery for the Corporate Market.” Executive Counsel Institute, Illinois (Aug. 2010) |
| 2010 | Co-chair, conference: “E-Discovery for the Corporate Market.” Executive Counsel Institute, New York (Jul. 2010) |
| 2010 | Speaker, Epiq UK Launch. Epiq, London, United Kingdom (Jul. 2010) |
| 2010 | Speaker, webinar: EDRM Model Code of Conduct. Scarab Consulting (Jul. 2010) |
| 2010 | Speaker, webinar: “Proven Strategies to Increase Value and Contain Costs Beginning Early in the Litigation Lifecycle.” Autonomy (Jun. 2010) |
| 2010 | Speaker, conference: “Green Cities, Business and Beyond.” Green Legal Matters, Louisiana (May 2010) |
| 2010 | Speaker, conference: “CEIC 2010.” Guidance Software, Nevada (May 2010) |
| 2010 | Speaker, conference: “The Autonomy Executive Forum.” Autonomy, New York (May 2010) |
| 2010 | Speaker, conference: MLAA Litigation Support SIG. Minnesota Legal Administrators Association, Minnesota (May 2010) |
| 2010 | Speaker, webinar: “E-Discovery and Digital Evidence.” TexasBarCLE (Apr. 2010) |
| 2010 | Speaker, webinar: “Information Management Reference Model (IMRM)” EMC (Apr. 2010) |
| 2010 | Speaker, webinar: “VirtualLegalTech.” ALM (Mar. 2010) |
| 2010 | Speaker, conference: Chapter Meeting. Minnesota Chapter of the Risk and Insurance Management Society (RIMS), Minnesota (Feb. 2010) |
| 2010 | Speaker, webinar: “George Socha Debunks the Top Five eDiscovery Myths.” EMC (Jan. 2010) |
| 2009 | Co-chair, conference: “Co-chair, conference: “Electronic Discovery and Records Retention.” Thomson Reuters, California (Dec. 2009) |
| 2009 | Co-chair, conference: “E-Discovery: Compliance and Control in the Electronic Age of Litigation.” Thomson Reuters, Texas (Dec. 2009) |
| 2009 | Co-chair, conference: “Electronic Discovery and Records Retention.” Thomson Reuters, Chicago (Nov. 2009) |
| 2009 | Co-chair, conference: “Fifth Annual eDisclosure Forum.” Thomson Reuters, London, United Kingdom (Nov. 2009) |
| 2009 | Co-chair, conference: “Electronic Discovery and Records Retention.” Thomson Reuters, New York (Oct. 2009) |
| 2009 | Speaker, webinar: “Strange Times: The 2009 Socha Gelbmann E-Discovery Survey.” Law Technology News (Aug. 2009) |
| 2009 | Speaker, webinar: “A Look Inside the 2009 Socha-Gelbmann Electronic Discovery Survey.” Fios, Inc. (Aug. 2009) |
| 2009 | Speaker, conference: “eDiscovery.” The Ark Group Australia, Syndey, Australia (Jun. 2009) |
| 2009 | Speaker, conference: “21st Annual General Counsel Conference.” IncisiveMedia, New York (Jun. 2009) |
| 2009 | Speaker, webinar: “High-Performance eDiscovery and Information Governance: Using Technology to Streamline the Process.” Autonomy (May 2009) |
| 2009 | Speaker, conference: “CEIC 2009.” Guidance Software, Florida (May 2009) |
| 2009 | Speaker, conference: “The International Litigation Support Leaders Conference.” Litigation Support Today, Washington DC (May 2009) |
| 2009 | Speaker, conference: “ABA TECHSHOW 2009.” American Bar Association, Illinois (Apr. 2009) |
| 2009 | Co-chair, conference: “Electronic Discovery and Records Retention.” Thomson Reuters, California (Feb. 2009) |
| 2009 | Speaker, webinar: “EDRM Model Code of Conduct: Addressing Ethical Challenges of E- Discovery.” Thomson (Feb. 2009) |
| 2009 | Speaker, conference: “Committee on Corporate Counsel CLE Seminar.” American Bar Association, Florida (Feb. 2009) |
| 2009 | Speaker, webinar: “Socha-Gelbmann Update: Legal Tech New York, EDRM & e-Discovery Trends.” Fios, Inc. (Feb. 2009) |
| 2009 | Speaker, conference: “Legal Tech New York.” ALM, New York (Feb. 2009) |
| 2008 | Co-chair, conference: “Electronic Discovery and Records Retention.” Thomson Reuters, California (Dec. 2008) |
| 2008 | Co-chair, conference: “Fourth Annual eDisclosure Forum.” Thomson Reuters, London, United Kingdom (Nov. 2008) |
| 2008 | Co-chair, conference: “Electronic Discovery and Records Retention.” Thomson Reuters, Chicago (Nov. 2008) |
| 2008 | Co-chair, conference: “Electronic Discovery and Records Retention.” Thomson Reuters, New York (Oct. 2008) |
| 2008 | Speaker, conference: “ZyIMAGEnation.” ZyLAB, Virginia (Sept. 2008) |
| 2008 | Speaker, conference: “ILTA 2008.” International Legal Technology Association, Texas (Aug. 2008) |
| 2008 | Speaker, conference: “ALM General Counsel Forum.” ALM, New York (Jun. 2008) |
| 2008 | Speaker, conference: “2nd International Litigation Support Leaders Conference.” Litigation Support Today, Washington DC (May 2008) |
| 2008 | Speaker, conference: “CEIC 2008.” Guidance Software (May 2008) |
| 2008 | Speaker, conference: “ABA TECHSHOW 2008.” American Bar Association, Illinois (Apr. 2008) |
| 2008 | Speaker, conference: MALSM Chapter Meeting. Minnesota (Apr. 2008) |
| 2008 | Speaker, conference: “Litigation Support Leaders SuperConference.” Estrin Legal, Texas (Mar. 2008) |
| 2008 | peaker, webinar: Electronic Discovery. ZiffDavis (Feb. 2008) |
| 2008 | Speaker, conference: “ABA Section of Litigation Committee on Corporate Counsel CLE Seminar.” American Bar Association, Arizona (Feb. 2008) |
| 2008 | Speaker, conference: “Legal Tech New York.” ALM, New York (Feb. 2008) |
| 2008 | Speaker, conference: Women in EDiscovery Chapter Meeting. Minnesota (Jan. 2008) |
| 2007 | Co-chair, conference: “Electronic Discovery and Records Retention.” West LEGALworks, California (Dec. 2007) |
| 2007 | Co-chair, conference: “Electronic Discovery and Records Retention.” West LEGALworks, New York (Nov. 2007) |
| 2007 | Speaker, conference: “Advanced E-Discovery Institute.” Georgetown CLE, Washington DC (Nov. 2007) |
| 2007 | Co-chair, conference: “Electronic Discovery and Records Retention.” West LEGALworks, Illinois (Oct. 2007) |
| 2007 | Co-chair, conference: “Third Annual eDisclosure Forum.” Thomson Reuters, London, United Kingdom (Oct. 2007) |
| 2007 | Speaker, conference: “The National Litigation Technology Conference.” Commonwealth Legal, Montreal, Canada (Sept. 2007) |
| 2007 | Speaker, conference: “Evidence in the Courtroom.” Minnesota CLE, Minnesota (Apr. 2007) |
| 2007 | Speaker, conference: “Electronic Discovery and Digital Evidence Institute.” TexasBarCLE, Texas (Apr. 2007) |
| 2007 | Speaker, conference: “Practice Under the New E-Discovery Amendments.” BNA, Washington DC (Apr. 2007) |
| 2007 | Speaker, conference: “Legal Tech New York.” ALM, New York (Jan. 2007) |
| 2006 | Co-chair, conference: “Electronic Discovery and Records Retention.” West LEGALworks, California (Dec. 2006) |
| 2006 | Co-chair, conference: “Electronic Discovery and Records Retention.” West LEGALworks, Illinois (Nov. 2006) |
| 2006 | Speaker, conference: “Advanced E-Discovery Institute.” Georgetown CLE, Washington DC (Nov. 2006) |
| 2006 | Speaker, webinar: “Automated Discovery Influences.” Deepdive Technologies (Nov. 2006) |
| 2006 | Co-chair, conference: “Electronic Discovery and Records Retention.” West LEGALworks, New York (Oct. 2006) |
| 2006 | Co-chair, conference: “Second Annual eDisclosure Forum.” Thomson Reuters, London, United Kingdom (Oct. 2006) |
| 2006 | Speaker, conference: “E-Discovery: How to Practice Under the New Amendments.” BNA, Washington DC (Oct. 2006) |
| 2006 | Speaker, conference: E-Discovery Conference, U.S. Department of Justice, Minnesota (Sept. 2006) |
| 2006 | Speaker, conference: “5th Annual Legal Technology Leadership Forum.” The Hildebrandt Institute, New York (Sept. 2006) |
| 2006 | Speaker, webinar: “Basics of Electronic Discovery.” Minnesota CLE (Jun. 2006) |
| 2006 | Speaker, webinar: “The Electronic Discovery Reference Model: A Practical Framework for Dealing with the Demands of Digital Discovery.” Fios, Inc. (May 2006) |
| 2006 | Speaker, conference: “CEIC 2006.” Guidance Software (May 2006) |
| 2006 | Speaker, conference: “Electronic Discovery and Digital Evidence Institute.” TexasBarCLE, Texas (Apr. 2006) |
| 2006 | Co-chair, conference: “Electronic Discovery and Records Retention.” West LEGALworks, Illinois (Nov. 2006) |
| 2006 | Speaker, conference: “Advanced E-Discovery Institute.” Georgetown CLE, Washington DC (Nov. 2006) |
| 2006 | Speaker, webinar: “Automated Discovery Influences.” Deepdive Technologies (Nov. 2006) |
| 2006 | Co-chair, conference: “Electronic Discovery and Records Retention.” West LEGALworks, New York (Oct. 2006) |
| 2006 | Co-chair, conference: “Second Annual eDisclosure Forum.” Thomson Reuters, London, United Kingdom (Oct. 2006) |
| 2006 | Speaker, conference: “E-Discovery: How to Practice Under the New Amendments.” BNA, Washington DC (Oct. 2006) |
| 2006 | Speaker, conference: E-Discovery Conference, U.S. Department of Justice, Minnesota (Sept. 2006) |
| 2006 | Speaker, conference: “5th Annual Legal Technology Leadership Forum.” The Hildebrandt Institute, New York (Sept. 2006) |
| 2006 | Speaker, webinar: “Basics of Electronic Discovery.” Minnesota CLE (Jun. 2006) |
| 2006 | Speaker, webinar: “The Electronic Discovery Reference Model: A Practical Framework for Dealing with the Demands of Digital Discovery.” Fios, Inc. (May 2006) |
| 2006 | Speaker, conference: “CEIC 2006.” Guidance Software (May 2006) |
| 2006 | Speaker, conference: “Electronic Discovery and Digital Evidence Institute.” TexasBarCLE, Texas (Apr. 2006) |
| 2006 | Speaker, conference: “Evidence in the Courtroom.” Minnesota CLE, Minnesota (Apr. 2006) |
| 2006 | Speaker, conference: “E-Discovery Preparedness for Pharma.” ACI, New York (Mar. 2006) |
| 2006 | Speaker, conference: Electronic Discovery. Dakota County, Minnesota (Mar. 2006) |
| 2006 | Co-chair, conference: “E-Discovery and Trial Practice Forum.” LegalWorks, California (Feb. 2006) |
| 2006 | Speaker, conference: “What You Need to Know About Electronic Discovery.” Minnesota CLE, Minnesota (Feb. 2006) |
| 2006 | Speaker, conference: “2006 Committee on Corporate Counsel Litigation CLE Seminar.” American Bar Association, California (Feb. 2006) |
| 2006 | Speaker, conference: “Legal Tech New York.” ALM, New York (Jan. – Feb. 2006) |
| 2005 | Speaker, webinar: “Analysis Powered E-Discovery.” MetaLINCS (Dec. 2005) |
| 2005 | Co-chair, conference: “Electronic Discovery and Records Retention.” West LEGALworks, California (Dec. 2005) |
| 2005 | Co-chair, conference: “Electronic Discovery and Records Retention.” West LEGALworks, New York (Nov. 2005) |
| 2005 | Co-chair, conference: “First Annual eDisclosure Forum.” Thomson Reuters, London, United Kingdom (Nov. 2005) |
| 2005 | Co-chair, conference: “Electronic Discovery and Records Retention.” West LEGALworks, Illinois (Oct. 2005) |
| 2005 | Speaker, conference: “Electronic Records Management and Digital Discovery.” ALI-ABA, Illinois (May 2005) |
| 2005 | Speaker, conference: “2005 IPRO Partner Conference.” IPRO Tech, Arizona (May 2005) |
| 2005 | Speaker, conference: “The Pharmaceutical Industry’s Guide to Document Management and E-Discovery.” ACI, New York (Apr. 2005) |
| 2005 | Co-chair, conference: “Daily Journal Legal Works.” Glasser Legalworks, California (Mar. 2005) |
| 2005 | Speaker, conference: “What You Need to Know About Electronic Discovery.” Minnesota CLE, Minnesota (Feb. 2005) |
| 2005 | Speaker, conference: “2005 Committee on Corporate Counsel Litigation CLE Seminar.” American Bar Association, Florida (Feb. 2005) |
| 2004 | Co-chair, conference: “Electronic Discovery and Records Retention.” Glasser LegalWorks, California (Dec. 2004) |
| 2004 | Co-chair, conference: “Electronic Discovery and Records Retention.” Glasser LegalWorks (Nov. 2004) |
| 2004 | Co-chair, conference: “Electronic Discovery and Records Retention.” Glasser LegalWorks (Oct. 2004) |
| 2004 | Speaker, conference: “New Realities in E-Discovery: Lessons Learned and Practical Applications.” Georgetown CLE, Washington DC (Oct. 2004) |
| 2004 | Speaker, conference: “Best Practices in Electronic Discovery.” Attenex, New York (Oct. 2004) |
| 2004 | Speaker, conference: “The Corporate Counsel’s Advanced Forum on Document Retention & E-Discovery.” ACI, New York (Sept. 2004) |
| 2004 | Speaker, webinar: “Thinking Beyond the Box: The Rapidly Changing World of E-Discovery.” Fios, Inc. (Aug. 2004) |
| 2004 | Co-chair, conference: “Daily Journal Legal Works.” Glasser Legalworks, California (Apr. 2004) |
| 2004 | Speaker, conference: “Conference on Electronic Discovery Presented by the Judicial Conference Advisory Committee on the Federal Rules of Civil Procedure.” Federal Judicial Center, Washington DC (Feb. 2004) |
| 2004 | Speaker, conference: “Legal Tech New York.” ALM, New York (Feb. 2004) |
| 2004 | Speaker, webinar: Electronic Discovery. Discovery Resources (Jan. 2004) |
| 2003 | Speaker, conference: “Ethics and Technology: Metadata, E-Discovery and More!” Minnesota CLE, Minnesota (Dec. 2003) |
| 2003 | Speaker, conference: “Corporate Computer Forensics 101.” International Information Systems Forensics Association, Minnesota (Dec. 2003) |
| 2003 | Co-chair, conference: “Electronic Discovery and Records Retention.” Glasser LegalWorks, California (Dec. 2003) |
| 2003 | Co-chair, conference: “Electronic Discovery and Records Retention.” Glasser LegalWorks, Illinois (Nov. 2003) |
| 2003 | Co-chair, conference: “Electronic Discovery and Records Retention.” Glasser LegalWorks, New York (Oct. 2003) |
| 2003 | Speaker, webinar: “Market & Technology Overview.” ZANTAZ (Sept. 2003) |
| 2003 | Speaker, conference: MALSM Meeting. Minnesota (May 2003) |
| 2003 | Co-chair, conference: “Seventh Annual Daily Journal Legal Works 2003.” Glasser Legalworks, California (Apr. 2003) |
| 2003 | Speaker, conference: “ABA TechShow 2003.” American Bar Association, Illinois (Apr. 2003) |
| 2003 | Speaker, conference: “ABA Corporate Counsel CLE Seminar.” American Bar Association, Florida (Feb. 2003) |
| 2003 | Speaker, conference: “Litigator’s Annual Short Course 2003.” Minnesota CLE, Minnesota (Jan. 2003) |
| 2002 | Co-chair, conference: “6th Annual Electronic Discovery and Records Retention Conference.” Glasser LegalWorks, California (Dec. 2002) |
| 2002 | Co-chair, conference: “6th Annual Electronic Discovery and Records Retention Conference.” Glasser LegalWorks, Illinois (Nov. 2002) |
| 2002 | Co-chair, conference: “6th Annual Electronic Discovery and Records Retention Conference.” Glasser LegalWorks, New York (Oct. 2002) |
| 2002 | Speaker, conference: “First Annual Fios Users’ Group Conference.” Fios, Oregon (Jul. 2002) |
| 2002 | Speaker, conference: “Conference for Corporate Counsel 2002 – The Legal Department’s Role in Enhancing the Corporate Bottom Line.” New York (Jun. 2002) |
| 2002 | Speaker, conference: “2002 BNA Litigation Forum: Electronic Discovery & Document Retention.” BNA, Illinois (May 2002) |
| 2002 | Co-chair, conference: “Daily Journal Legal Works 2002.” Glasser Legalworks, California (Apr. 2002) |
| 2002 | Speaker, conference: “ABA Corporate Counsel Committee Annual Meeting.” American Bar Association, Florida (Feb. 2002) |
| 2002 | Co-chair, conference: “Electronic Discovery and Records Management.” Glasser LegalWorks (2002) |
| 2001 | Co-chair, conference: “Daily Journal Legal Works 2001.” Glasser Legalworks, California (Oct. 2001) |
| 2001 | Speaker, conference: “The Sixth Annual Minnesota Law & Technology Show 2001.” National Practice Institute, Minnesota (Sept. 2001) |
| 2001 | Co-chair, conference: Minnesota State Bar Association Bar Leadership Conference. Minnesota (Sept. 2001) |
| 2001 | Speaker, conference: “Annual Conference and Exhibitor Expo.” Minnesota Paralegal Association, Minnesota (Jun. 2001) |
| 2001 | Co-chair, conference: “Fifth Annual Daily Journal LegalWorks 2001.” Glasser Legalworks, California (Apr. 2001) |
| 2001 | Speaker, conference: “ABA TechShow 2001.” American Bar Association, Illinois (Mar. 2001) |
| 2001 | Speaker, conference: “Tech Week.” Minnesota CLE (Mar. 2001) |
| 2001 | Speaker, conference: “ABA Section of Litigation 19th Annual Committee on Corporate Counsel Midyear Meeting.” American Bar Association, Florida (Feb. 2001) |
| 2001 | Co-chair, conference: “Fourth Annual Electronic Discovery Conference.” Glasser LegalWorks, California (Dec. 2001) |
| 2000 | Speaker, conference: Minnesota Annual Conference of Judges. Minnesota (Dec. 2000) |
| 2000 | Co-chair, conference: “Fourth Annual Electronic Discovery Conference.” Glasser LegalWorks, Illinois (Dec. 2000) |
| 2000 | Co-chair, conference: “Fourth Annual Electronic Discovery Conference.” Glasser LegalWorks, New York (Nov. 2000) |
| 2000 | Planning committee, conference: “Daily Journal Legal Works 2000 LA.” Glasser LegalWorks, California (Oct. 2000) |
| 2000 | Speaker, conference: “Minnesota Law & Technology Show 2000.” Minnesota (Sept. 2000) |
| 2000 | Co-chair, conference: “Third Annual Electronic Discovery Conference.” Glasser LegalWorks, Illinois (Apr. 2000) |
| 2000 | Co-chair, conference: “Third Annual Electronic Discovery Conference.” Glasser LegalWorks, California (Mar. 2000) |
| 2000 | Co-chair, conference: “Third Annual Electronic Discovery Conference.” Glasser LegalWorks, New York (Mar. 2000) |
| 2000 | Speaker, conference: “ABA TechShow 2000.” American Bar Association, Illinois (Mar. 2000) |
| 2000 | Planning committee, conference: “Daily Journal Legal Works 2000.” Glasser LegalWorks, California (Mar. 2000) |
| 2000 | Speaker, conference: “Mid-Winter Meeting of the Committee on Corporate Counsel of the ABA Section of Litigation.” American Bar Association, California (Feb. 2000) |
| 1999 | Speaker, conference: “Demonstrative Evidence.” Minnesota CLE, Minnesota (Dec. 1999) |
| 1999 | Planning committee, conference: “Daily Journal Legal Works Los Angeles ‘99.” Glasser LegalWorks, California (Nov. 1999) |
| 1999 | Speaker, conference: “LegalTech Chicago.” American Bar Association, Illinois (Nov. 1999) |
| 1999 | Planning committee, conference: “Glasser LegalWorks 4th Annual Legal Computing Summit.” Glasser LegalWorks, New York (Oct. 1999) |
| 1999 | Speaker, conference: “Cyber Discovery.” Minnesota CLE, Minnesota (Sept. 1999) |
| 1999 | Speaker, conference: “Y2K Disputes: The Mediation Option.” Minnesota (Sept. 1999) |
| 1999 | Speaker, conference: “Northwest Computer Show and Conference.” Minnesota (Sept. 1999) |
| 1999 | Speaker, conference: “Minnesota’s 4th Annual Law & Technology Show ’99.” Minnesota (Sept. 1999) |
| 1999 | Speaker, conference: “PriceWaterhouseCoopers General Counsel Forum.” Minnesota (Jun. 1999) |
| 1999 | Speaker, conference: “Litigation Technology Summit.” American Bar Association and Glasser LegalWorks, New York (Jun. 1999) |
| 1999 | Speaker, conference: “Tick, Tick, Tick … Boom! The Y2K Problem.” Hennepin County Bar Association and National Practice Institute, Minnesota (Apr. 1999) |
| 1999 | Speaker, conference: “ABA TechShow ’99.” American Bar Association, Illinois (Mar. 1999) |
| 1999 | Co-chair, conference: “Computer Discovery and Electronic Data Retention Risk Control Conference.” Glasser LegalWorks, New York (Mar. 1999) |
| 1999 | Co-chair, conference: “Computer Discovery and Electronic Data Retention Risk Control Conference.” Glasser LegalWorks, California (Mar. 1999) |
| 1999 | Planning committee, conference: “Daily Journal Third Annual Legal Works ’99.” Glasser LegalWorks, California (Feb. 1999) |
| 1999 | Speaker, conference: “17th Annual ABA Committee on Corporate Counsel Midyear Meeting.” American Bar Association, Florida (Feb. 1999) |
| 1999 | Speaker, conference: “Year 2000 – The Eleventh Hour.” Minnesota CLE, Minnesota (Jan. 1999) |
| 1998 | Speaker, conference: “Cyber Discovery.” Minnesota CLE, Minnesota (Sept. 1998) |
| 1998 | Planning committee, conference: “Legal Works New York ’98.” Glasser LegalWorks, New York (Sept. 1998) |
| 1998 | Speaker, conference: “Minnesota Law & Technology Show ’98.” Minnesota (Sept. 1998) |
| 1998 | Co-chair, conference: “The Essentials of Computer Discovery and Electronic Data Retention Risk Control.” Illinois (Jun. 1998) |
| 1998 | Speaker, conference: “Internet – Risk & Research Seminar.” Minnesota Law & Politics, Minnesota (May 1998) |
| 1998 | Speaker, conference: “ABA TechShow 98.” American Bar Association, Illinois (Mar. 1998) |
| 1998 | Speaker, conference: “16th Annual Committee on Corporate Counsel Mid-Winter Meeting.” American Bar Association, Arizona (Feb. 1998) |
| 1997 | Speaker, conference: “Midwest Tech ’97.” Minnesota CLE, Minnesota (Sept. 1997) |
| 1997 | Speaker, conference: “Cyberlaw Day.” NETLink, Minnesota (May 1997) |
| 1997 | Speaker, conference: “1997 ABA Section of Litigation Annual Meeting.” American Bar Association, Washington DC (Apr. 1997) |
| 1997 | Speaker, conference: “ABA TechShow 97.” American Bar Association, Illinois (Apr. 1997) |
| 1997 | Speaker, conference: “Legal Works ’97 Technology Answer Show.” Glasser LegalWorks, California (Mar. 1997) |
| 1997 | Speaker, conference: “15th Annual ABA Section of Litigation Annual Committee on Corporate Counsel Mid-Winter Meeting.” American Bar Association, Florida (Feb. 1997) |
| 1996 | Speaker, conference: “Partnering Between Inside & Outside Counsel: Best Practices.” New York (Dec. 1996) |
| 1996 | Speaker, conference: “Minnesota Law & Technology Show ’96.” Minnesota (Oct. 1996) |
| 1996 | Speaker, conference: “Legal Tech ’96.” Georgia (Sept. 1996) |
| 1996 | Speaker, conference: “The 1996 Midwest Legal Technology Conference.” Minnesota (Sept. 1996) |
| 1996 | Speaker, conference: “ABA TechShow 96.” American Bar Association, Illinois (Mar. 1996) |
| 1996 | Speaker, conference: “ABA Litigation Section Annual Meeting.” American Bar Association, Florida (Jan. 1996) |
| 1995 | Speaker, conference: “The Lawyer on the Internet.” Washington State Bar Association, Washington (Dec. 1995) |
| 1995 | Speaker, conference: “ABA Committee on Corporate Counsel Regional Workshop.” American Bar Association, Minnesota (Nov. 1995) |
| 1995 | Speaker, conference: Minnesota Association of Litigation Support Managers, Minnesota (Sept. 1995) |
| 1995 | Speaker, conference: “ABA Annual Meeting.” American Bar Association, Illinois (Aug. 1995) |
| 1995 | Speaker, conference: “Demonstrative Evidence.” Minnesota Institute of Legal Education, Minnesota (May 1995) |
| 1995 | Speaker, conference: “1995 MLAA Vendor Conference.” Minnesota Legal Administrators Association, Minnesota (Apr. 1995) |
| 1995 | Speaker, conference: “Northwest Computer Show & Conference.” Minnesota (Feb. 1995) |
| 1995 | Speaker, conference: “Mid-Winter Meeting of the Committee on Corporate Counsel of the ABA Section of Litigation.” American Bar Association, Florida (Feb. 1995) |
| 1995 | Speaker, video program: “Winning Your Case With Computers (Without a Degree in Computer Science)” American Bar Association (Jan 1995) |
| 1994 | Speaker, conference: “Minnesota Association of Litigation Support Managers Annual Convention.” Minnesota (1994) |
| 1994 | Speaker, conference: “Civil Trial Practice Institute.” Minnesota Institute of Legal Education, Minnesota (1994) |
| 1994 | Speaker, conference: “Crime ’94 – Sex, Lies and Videotape.” Minnesota Institute of Legal Education, Minnesota (1994) |
| 1994 | Speaker, conference: Minnesota State Bar Association Civil Litigation Section (1994) |
| 1994 | Speaker, conference: “Litigation for Legal Assistants II.” Minnesota State Bar Association, Minnesota (1994) |
| 1994 | Planning committee, conference: “ABA National Institute: How to Win Your Case with Computers.” American Bar Association, Arizona (Feb. 1994) |
| 1994 | Speaker, conference: “Winning Cases with Computer and CD-ROM Technology.” Law Partner Seminars, Minnesota (1994) |
Publications
| Year | Published Item |
|---|---|
| 2020 | Author, “Remote Managed Review in a Post-COVID World.” Evolve the Law (May 22, 2020) |
| 2020 | Author, Weekly Trends Reports. ACEDS (Dec. 2018 to Feb. 2020) |
| 2019 | Co-author, "Part 3: Data, Data Everywhere – Advanced Strategies for Analyzing Mobile Data." ACEDS (Jul. 30, 2019) |
| 2019 | Author, "Exterro and Duke/EDRM Judges Survey 2019 Series: Part 3, The Judge’s Role in the E-Discovery Process.” ACEDS (May 7, 2019) |
| 2019 | Co-author, “Part 2: Is There an App for This? Reviewing and Producing Mobile Data.” ACEDS (Apr. 24, 2019) |
| 2019 | Author, “Exterro and Duke/EDRM Judges Survey 2019 Series: Part 2, Taking Affirmative Action to Address E-Discovery Problems.” ACEDS (Apr. 16, 2019) |
| 2019 | Author, “Exterro and Duke/EDRM Judges Survey 2019 Series: Part 1, Failure to Comply with Federal Rules.” ACEDS (Apr. 1, 2019) |
| 2019 | Co-author, “Hold My Phone: Part 1 – Preservation and Collection of Mobile Device Data.” ACEDS (Mar. 26, 2019) |
| 2018 | Co-author, "Data validation: A crucial step toward controlling and understanding your data.” Judicature, Vol. 102, No. 3 (Fall/Winter 2018) |
| 2018 | Co-author, “Why Can’t I Just Review It in Outlook?” Judicature, Vol. 102, No. 1 (Spring 2018) |
| 2017 | Co-author, "Cluster Clear: Are Clustering Tools the Solution to Tedious Identification and Reduction Processes?” Judicature, Vol. 101, No. 4 (Winter 2017) |
| 2017 | Author, “What will AI mean for you?” Judicature, Vol. 101, No. 3 (Autumn 2017) |
| 2016 | Co-author, "Early Case Assessment: Evolving from Tactical to Practical,” Nuix and EDRM (Jan. 2016) |
| 2013 | Author, “EDRM E-Discovery Budget Calculators: Let’s Begin the Dialogue,” Law Technology News (Dec. 2013) |
| 2013 | Author, “EDRM Evolution,” Law Technology News (Dec. 2013) |
| 2013 | Author, “EDRM Transitions to Nonprofit Status,” Law Technology News (Oct. 2013) |
| 2013 | Co-author, “Trend Spotting: Law Firms Seek to Enhance In-House E-Discovery Capabilities,” E-Discovery Briefs (Oct. 2013) |
| 2013 | Co-author, “The EDRM Metrics Model From Cubism to Modernism,” Law Technology News (Sep. 2013) |
| 2012 | Author, “Adapting eDiscovery Software to Achieve Governance Objectives,” ZyLAB (May 2012) |
| 2012 | Author, “Unified Archive: The Rise of Unified Information Governance,” ZL Technologies (Feb. 2012) |
| 2011 | Co-author, “Use the scalpel first: EDA makes e-discovery a successful operation,” InsideCounsel (Nov. 2011) |
| 2011 | Author, “Get your house in order with Early Data Assessment: Part I,” InsideCounsel (Oct. 2011) |
| 2010 | Co-author, “Climbing Back,” Law Technology News (Aug. 2010) |
| 2010 | Co-author, “Don’t Box ECA,” Law Technology News (Jun. 2010) |
| 2009 | Co-Author, “May You Live in Interesting Times, Law Technology News (Oct. 2009) |
| 2009 | Co-author, “EDD Showcase: Strange Times,” Law Technology News (Aug. 2009) |
| 2009 | Author, “Bringing e-Discovery in-house: risks and rewards,” ZyLAB (Feb. 2009) |
| 2009 | Co-author, “The Jobs Project to Develop EDD Staffing,” Law Technology News (Jun. 2009) |
| 2009 | Co-author, “Survey 2.0,” Law Technology News (Jan. 2009) |
| 2008 | Co-author, “Time for a Change,” Law Technology News (Sep. 2008) |
| 2008 | Co-author, “Mining for Gold,” Law Technology News (Oct. 2008) |
| 2008 | Author, “On E-Discovery Metrics: What They Are, Why They Matter, and What You Can Do With Them,” Electronic Discovery & Records Management Quarterly, West Legalworks (Spring 2008) |
| 2007 | Quarterly, West Legalworks (Winter 2007) |
| 2007 | Co-author, “EDD Showcase: EDD Survey – The Fifth Report,” Electronic Discovery & Records Management Quarterly, West Legalworks (Fall 2007) |
| 2007 | Co-author, “Socha, Gelbmann Admit Even EDD Experts Make Mistakes,” Law Technology News (Oct. 2007) |
| 2007 | Co-author, “EDD Showcase: EDD Hits $2 Billion,” Law Technology News (Aug. 2007) |
| 2007 | Author, “From Concert Promoter to Director of Electronic Discovery: An Interviewwith Patrick Oot,” Electronic Discovery & Records Management Quarterly, West Legalworks (Summer 2007) |
| 2006 | Author, “e-Discovery Tools and Choices,” LJN’s Legal Tech Newsletter, Vol. 24, No. 9 (Dec. 2006) |
| 2006 | Author, “Browsing the Growing Market of EDD Tools,” Legal Tech Newsletter (Dec. 14, 2006) |
| 2006 | Author, “Smoothing the E-Discovery Path,” Inside Litigation, Areté Legal Publishing, LLC (Winter 2006) |
| 2006 | Co-author, “EDD Showcase: The Fourth Report,” Law Technology News (Aug. 2006) |
| 2006 | Author, “Break Out the EDD Road Map,” Law Technogoloy News (Jan. 2006) |
| 2005 | Co-author, “EDD Survey: The Third Report,” Law Technology News (Aug. 2005) |
| 2005 | Author, “No Need for Intimidation,” Law Technology News (Jan. 2005) |
| 2004 | Author, “Developments in Electronic Discovery,” Committee on Corporate Counsel Newsletter, Vol. 18, No. 2 (Winter 2004) |
| 2004 | Co-author, “Eight Simple Steps for Doing Effective E-Discovery,” Discovery Resources (Nov. 2004) |
| 2004 | Co-author, “EDD Showcase: It’s an Explosion,” Law Technology News (Aug. 2004) |
| 2004 | Co-author, “Muddling Through the Metadata Morass,” Discovery Resources (May 2004) |
| 2004 | Author, “Weil Delivers EDD,” Small Firm Business (Spring 2004) |
| 2004 | Co-author, “Litigation Document Processing: The Future is Now,” Digital Discovery & e-Evidence, Pike & Fischer, Inc., Vol. 4, No. 2 (Jan. 2004) |
| 2003 | Author, “Electronic Discovery by the Book,” Digital Discovery and e-Evidence, Pike & Fischer, Inc., Vol. 3, No. 11 (Nov. 2003) |
| 2003 | Author, “Do-It-Yourself Electronic Discovery Tools,” Digital Discovery and e-Evidence, Pike & Fischer, Inc., Vol. 3, No. 11 (Sep. 2003) |
| 2003 | Co-author, “Survey Indicates Short-Term Growth Likely for Electronic Data Discovery Market, Followed by Consolidation,” Digital Discovery and e-Evidence, Pike & Fischer, Inc., Vol. 3, No. 5 (May 2003) |
| 2003 | Author, “Mastering the Use of E-Discovery Special Masters,” Digital Discovery and e-Evidence, Pike & Fischer, Inc., Vol. 3, No. 3 (Mar. 2003) |
| 2003 | Author, “The New Wave of Concept Search Tools,” LJN’s Legal Tech Newsletter, Vol XX, No. 12 (Mar. 2003) |
| 2002 | Author, “The Electronic Discovery Landscape in 2002 and Beyond,” Digital Discovery and e-Evidence Newsletter, Pike & Fischer, Inc., Vol. 2, No. 11 (Dec. 2002) |
| 2002 | Author, “How We Chose a Vendor,” e-Filing Report, Glasser LegalWorks, Vol. 2, No. 11 (Nov. 2002) |
| 2002 | Author, “Discovering and Using Electronic Evidence,” LJN’s Legal Tech Newsletter, Vol XX, No. 2 (May 2002) |
| 2002 | Co-author, “Determining your Return on Investment (ROI) for Automating Litigation Support,” PAGEviews (Feb. 2002) |
| 2001 | Author, “Chapter 4: Discovering and Using Electronic Evidence,” 2001 Expert Witness Update, Aspen Law & Business (2001) |
| 2001 | Author, “Discovering and Using Electronic Evidence,” ABA Committee on Corporate Counsel Newsletter, No. 64 (Jun. 2001) |
| 2000 | Author, “Managing Discovery Documents Through Imaging,” Uniscribe Discovery Edge (Summer, 2000) |
| 1999 | Author, “Using New Technologies to Present Cases,” Minnesota Lawyer Law Tech News (Sept. 1, 1999) |
| 1999 | Author, “Electronic Discovery – Or, the Byte that Bit,” www.llrx.com (Apr. 1, 1999) |
| 1999 | Author, “Once You Have the Evidence – Then What?,” IP Litigator, Aspen Law & Business, Vol. 5, No. 2 (Mar./Apr. 1999) |
| 1999 | Author, “Technology in Practice: Electronic Discovery (or the Byte That Bit),” Minnesota Lawyer (Mar. 29, 1999) |
| 1999 | Co-author, “Ensnared in the Web: Beware of Internet Booby Traps and E-Mail Time Bombs,” Ventures Magazine (Mar. 1999) |
| 1996 | Co-author, “Costs and Benefits of Image Retrieval: A Case Study,” The Hennepin Lawyer, Vol. 65, No. 3 (Jan. – Feb. 1996) |
| 1995 | Author, “Using Electronic Communications to Manage Litigation: One Litigator’s Perspective,” The Revolutionizing Litigation Management Report, Vol. 1, No. 4 (Jun. 1995) |
| 1995 | Author, “Electronic Connectivity Through E-Mail,” ABA Committee on Corporate Counsel Newsletter, No. 42 (May 1995) |
| 1993 | Co-author, “Preemption of Product Liability Claims: Medical Devices and Drugs,” presented at Seventh Annual Toxic Tort Institute, Emerging Areas of Litigation, New York, NY and Los Angeles, CA (1993) |
| 1993 | Co-author, “Images in Litigation,” presented at ABA National Institute on “Hot Topics in Corporate Litigation,” Chicago, IL and San Diego, CA (1993) |
| 1993 | Co-author, “Advances in Imaging for Litigators,” presented at ABA Techshow93, Chicago, IL (1993) |
| 1993 | Co-author, “Excerpts and Updates: Images in Litigation Support,” Litigation Support Systems: An Attorney’s Guide, 2nd Ed. (1993) |
| 1992 | Author, “Using BRS/Search to Respond to Multiple Series of Document Requests,” presented at ABA Annual Meeting, San Francisco, CA (1992) |
| 1991 | Co-author, “Summary Jury Trials: Strategy and Tactics,” Journal of Products Liability (1991) |
| 1988 | Co-author, “Alternative Theories of Liability: Is Market Share Alive or Dead?,” Journal of Products Liability (1988) |