Full Conference Agenda


Minneapolis Club September 15, 2017 8:00 am - 5:00 pm

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Annika Martin
Brian Clark
Jodie Williams
​Zachary Wool
Lori Andrus
Eric Fierro
James Bilsborrow
Lea Bays
Whitney Street
Barbara Klas
Veronica Glaze
David Carns

Conference Agenda

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)

3:45 – 5:30 | Happy hour