8:30 – 8:55 | Breakfast/Networking time
8:55 – 9:00 | Welcome & Introduction
9:00 – 10:00 | Discussion 1: Moving the Ball Forward: Early Preservation Discussions & ESI Disclosures During Motions to Dismiss
Discussion Leaders: Brian Clark (Lockridge Grindal Nauen P.L.L.P.)
This discussion will discuss strategies for and advantages of having detailed preservation discussions with Defendants early in a case, as well as exchanging ESI disclosures to permit document source and search process discussions to occur earlier in a case.
10:00 – 10:15 | Break
10:15 – 10:45 | Demonstration 1: Best Practices for Plaintiff Document Collection
Presenter: Eric Fierro, Keller Rohrback L.L.P.
10:45 – 11:45 | Discussion 2: Proportionality two years after the Amendments
Discussion Leaders: Annika Martin (Lieff Cabraser Heimann & Bernstein), Jacksy Bilsborrow (Weitz & Luxenberg), and Zachary Wool (Barrios Kingsdorf & Casteix)
This discussion will revisit the amendments to the Federal Rules in December 2015. The discussion will explore what experience and case law have revealed to be the most effective strategy for plaintiffs to ensure we have a full opportunity to pursue discovery.
11:45 – 1:00 | Lunch
1:00 – 1:30 | Demonstration 2: Technology Assisted Review
Presenter: David Carns (EVP) & Barbara Klas (Director, Acct. Mgmt.), Casepoint
This demonstration will focus on of how predictive coding can be integrated into existing organizational structures for plaintiffs’-side document reviews.
1:30 – 2:30 | Discussion 3: Privilege Logs & Privilege Battles
Presenter: Lori Andrus (Andrus Anderson LLP)
2:30 – 2:45 | Break
2:45 – 3:45 | Discussion 4: Facilitating Collaboration Across Firms
Discussion Leaders: Jodie Williams (The Mogin Law Firm, P.C.) & Whitney Street (Block & Leviton LLP)