The Faculty
Thomas Allman
University of Cincinnati College of Law
Tom is a retired General Counsel who currently serves as an Adjunct Professor of Law at the University Of Cincinnati College Of Law. He practiced commercial litigation as a partner in Taft, Stettinius & Hollister prior to becoming Senior Vice President, Chief Compliance Officer, and General Counsel of BASF Corporation in the early 1990s. During the 2006 Amendment cycle, he served as Chair of the Lawyers for Civil Justice E-Discovery Committee, and was an early advocate of what became current Rule 37(e). Tom is also Chair Emeritus of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1), and was a Member of the E-Discovery Panel at the 2010 Duke Litigation Conference. He closely follows e-discovery rulemaking in state and federal courts and has published widely on the topic.
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John Barkett
Shook Hardy & Bacon
Before joining the Miami office of Shook, Hardy & Bacon LLP in 2000 as a litigation partner, John Barkett practiced in a litigation boutique of which he was a partner and co-founder. John has extensive experience in commercial litigation and environmental litigation. John is also conducting or has conducted mediations or arbitrations domestically or internationally that collectively involve claims of more than $1 billion. In 2003, John was appointed to serve as the special master to oversee the implementation and enforcement of the 1992 Consent Decree (S.D. Fla.) between the United States and the State of Florida relating to the multibillion-dollar restoration of the Florida Everglades.
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Jason R. Baron
Drinker Biddle & Reath
Jason R. Baron is a member of Drinker Biddle’s Information Governance and eDiscovery practice.
An internationally recognized speaker and author on the preservation of electronic documents, Jason previously served as Director of Litigation for the U.S. National Archives and Records Administration and as trial lawyer and senior counsel at the Department of Justice. In those roles, Jason helped drive the government’s adoption of electronic recordkeeping practices and defended the government’s interests in complex federal court litigation.
As NARA’s Director of Litigation, Jason led NARA’s efforts to provide responsive White House email and other records in the massive U.S. v. Philip Morris RICO lawsuit, and assisted in the defense of lawsuits filed against the Archivist of the United States under the Freedom of Information Act, the Federal Records Act, and the Presidential Records Act in a wide variety of high-profile cases. As a trial lawyer and senior counsel for the DOJ, he appeared as counsel of record in landmark cases involving the preservation of White House email, statistical adjustment of the U.S. census, and early attempts to regulate the Internet.
An internationally recognized speaker and author on the preservation of electronic documents, Jason previously served as Director of Litigation for the U.S. National Archives and Records Administration and as trial lawyer and senior counsel at the Department of Justice. In those roles, Jason helped drive the government’s adoption of electronic recordkeeping practices and defended the government’s interests in complex federal court litigation.
As NARA’s Director of Litigation, Jason led NARA’s efforts to provide responsive White House email and other records in the massive U.S. v. Philip Morris RICO lawsuit, and assisted in the defense of lawsuits filed against the Archivist of the United States under the Freedom of Information Act, the Federal Records Act, and the Presidential Records Act in a wide variety of high-profile cases. As a trial lawyer and senior counsel for the DOJ, he appeared as counsel of record in landmark cases involving the preservation of White House email, statistical adjustment of the U.S. census, and early attempts to regulate the Internet.
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Stacey Blaustein
IBM
Stacey Blaustein is an attorney in the Corporate Litigation Department of the IBM Corporation in Armonk, NY where she manages the eDiscovery program for Corporate Litigation, is integrally involved in topics of eDiscovery, Cross-Border Discovery and Data Privacy issues, and handles many aspects of regulatory matters and third party subpoenas for the company. Stacey sits on IBM’s Social Media and BYOD Policy Committees and works on the eDiscovery model constantly. She is also a member of the Emory Law School Alumni Council.
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Bennett Borden
Drinker, BIddle & Reath
Bennett Borden is a partner in Drinker Biddle & Reath's Litigation Group, Chief Data Scientist, and Co-chair of the Information Governance and eDiscovery Group. He is also an executive managing director of the firm's subsidiary, Tritura Information Governance LLC, which provides state of the art ediscovery technology and services to the firm's clients.
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Kevin Brady
Redgrave LLP
Kevin Brady, Of Counsel at Redgrave LLP, has extensive experience representing clients in complex corporate, commercial, and products liability litigation in both federal and state courts. He also focuses his practice on providing advice and counsel on electronic discovery, electronic information management, data privacy, and data security issues. Kevin regularly advises a wide variety of companies on records retention and information governance programs, compliance with eDiscovery demands, as well as the development and implementation of policies and procedures related to the deployment of technology solutions.
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William Butterfield
Hausfeld LLP
Bill Butterfield was a chair for Hausfeld's Financial Services Practice Group, and concentrates on financial services and antitrust litigation.
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Eileen Carlson
Baxter International
Eileen Carlson is Senior Director of Strategy and Governance for Baxter Healthcare in the IT department.
Ms. Carlson joined Baxter Healthcare in 2013 to lead their Information Governance program which includes E-Discovery, Records Management (retention and disposal), Information Security, and Information Protection primarily for unstructured data. Her team has been focused on identifying data for defensible deletion. They have rolled out guidelines for Content Management Tools/Applications and Governing Internal Social Media. They are embarking on a framework for supporting the company splitting into two separate companies to help with the transfer of information.
Prior to joining Baxter, Ms. Carlson was responsible for launching the U.S. Cellular® Data Governance initiative at the end of 2006. It began with the creation of policies and standards for reporting key company metrics. She facilitated the development of the corporate retention schedule along with the related communications and roll out. She was the owner of the Enterprise Data Warehouse, responsible for metadata, data quality, and role based access controls.
Ms. Carlson joined Baxter Healthcare in 2013 to lead their Information Governance program which includes E-Discovery, Records Management (retention and disposal), Information Security, and Information Protection primarily for unstructured data. Her team has been focused on identifying data for defensible deletion. They have rolled out guidelines for Content Management Tools/Applications and Governing Internal Social Media. They are embarking on a framework for supporting the company splitting into two separate companies to help with the transfer of information.
Prior to joining Baxter, Ms. Carlson was responsible for launching the U.S. Cellular® Data Governance initiative at the end of 2006. It began with the creation of policies and standards for reporting key company metrics. She facilitated the development of the corporate retention schedule along with the related communications and roll out. She was the owner of the Enterprise Data Warehouse, responsible for metadata, data quality, and role based access controls.
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Scott Carlson
Seyfarth Shaw
Mr. Carlson founded and Chairs Seyfarth Shaw’s eDiscovery and Information Governance practice and is nationally known in the these areas. His practice is entirely devoted to eDiscovery and information governance issues from both the consulting and litigation perspective. Mr. Carlson teaches a Masters of Law course on the subjects of eDiscovery, digital evidence, and computer forensics.
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David Castro
Hess Corporation (Retired)
David M. Castro is an Associate General Counsel and Chief Litigation Counsel at Hess Corporation. As Chief Litigation Counsel for Hess Corporation, David Castro is responsible for all of Hess’ litigation globally.
David Castro is a member of the Association of Corporate Counsel, American Bar Association, State Bar
of Texas, Houston International Arbitration Club, member of the Executive Committee and Vice Chair‐
Elect of the Institute for Energy Law, and admitted to practice in the Southern District of Texas.
David Castro is a graduate of the University of Texas, J.D. 1978.
David Castro is a member of the Association of Corporate Counsel, American Bar Association, State Bar
of Texas, Houston International Arbitration Club, member of the Executive Committee and Vice Chair‐
Elect of the Institute for Energy Law, and admitted to practice in the Southern District of Texas.
David Castro is a graduate of the University of Texas, J.D. 1978.
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Rishi Chhatwal
AT&T
Rishi recently joined AT&T Services, Inc. as Executive Director and Senior Legal Counsel focusing on federal regulatory matters and eDiscovery issues. His practice covers all aspects of antitrust investigations and litigation, including counseling as well as data preservation, collection, processing, review and production. Prior to joining AT&T, Rishi was an associate at Sidley Austin LLP in Washington, D.C., representing Antitrust and Telecommunications Regulatory clients in front of federal courts and agencies.
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Scott Cohen
Winston & Strawn LLP
Scott Cohen is the Director of eDiscovery Support Services for Winston & Strawn LLP, where he is responsible for all aspects of the firm’s litigation support technology, electronic discovery operations and document review center management. With a focus on electronic discovery, records management and litigation readiness, Scott advises firm lawyers and clients on a wide variety of technical issues relating to discovery in complex litigation. Prior to joining Winston & Strawn LLP, Scott was the Practice Support Director for Proskauer Rose, where he was responsible for the development and operation of the firm’s practice support department, and also served as the Director of Information Technology for Metlife.
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Jane has more than 25 years of experience in the field of Information Governance with strong emphasis in Records and Information Management, eDiscovery, and Project Management at PNC Bank and Procter & Gamble. Under Jane’s leadership, her P&G Team earned 3 ARMA awards for improvement and excellence in RIM. She created P&G’s global eDiscovery program which grew to save the Company over $1Million per year through standardization, automation, and training. She consults with users on various Information Governance topics and has operated broad reaching RIM programs with as few as 1 employee and up to 26 employees in 7 countries.
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Marla Crawford
Goldman Sachs
Marla is currently a Vice President, Associate General Counsel in the Litigation Group of the Legal Department at Goldman Sachs where she manages the Firm’s global e-discovery efforts in addition to other case related work. She practiced law at Jones Day for 25 years, specializing in the discovery phase of litigation. She has worked on securities law, product liability, commercial, bankruptcy and employment law cases concentrating on electronic discovery issues. Marla's expertise involves counseling corporations with respect to the preservation, collection, review and production of electronic information.
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Aaron Crews
Littler Mendelson P.C.
As Littler's first Chief Data Analytics Officer, Aaron D. Crews leads the firm’s data analytics practice and Big Data strategy.
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Wendy Curtis
Orrick, Herrington & Sutcliffe LLP
Wendy is Head of Practice Analytics and Service Innovations, eDiscovery of Counsel at Orrick.
She consults with Orrick attorneys and clients on eDiscovery strategy in litigation matters. She has been engaged by Fortune 100 companies and major financial institutions to create and deploy eDiscovery and records management programs. In this role, she advises clients on the deployment of policy, process and technology to reduce eDiscovery cost and risk. She works with in-house lawyers, information technology professionals and risk managers to develop information management practices in the face of mergers, acquisitions, data transfers, down-sizing and out-sourcing. Wendy is a frequent speaker and author on preservation, eDiscovery and records management topics.
She consults with Orrick attorneys and clients on eDiscovery strategy in litigation matters. She has been engaged by Fortune 100 companies and major financial institutions to create and deploy eDiscovery and records management programs. In this role, she advises clients on the deployment of policy, process and technology to reduce eDiscovery cost and risk. She works with in-house lawyers, information technology professionals and risk managers to develop information management practices in the face of mergers, acquisitions, data transfers, down-sizing and out-sourcing. Wendy is a frequent speaker and author on preservation, eDiscovery and records management topics.
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Amy DeCesare
Allied World
Amy is Assistant Vice President, Litigation Management at Allied World in Farmington, Connecticut. As part of her role, she partners with both claims analysts and defense counsel in order to ensure that all phases of litigation, including e-Discovery are conducted economically and efficiently.
Amy is a frequent speaker on topics relating to litigation and technology, including litigation management and cost analytics, electronic discovery, and data security and recently was awarded a prestigious First Chair Award for Top eDiscovery Counsel.
She is co-chair of the Claims and Litigation Management Alliance’s eDiscovery Committee. Amy serves on the Alumni Board of the Quinnipiac University School of Law. She is also a member of the Connecticut Chapter of Women in eDiscovery.
Amy is a frequent speaker on topics relating to litigation and technology, including litigation management and cost analytics, electronic discovery, and data security and recently was awarded a prestigious First Chair Award for Top eDiscovery Counsel.
She is co-chair of the Claims and Litigation Management Alliance’s eDiscovery Committee. Amy serves on the Alumni Board of the Quinnipiac University School of Law. She is also a member of the Connecticut Chapter of Women in eDiscovery.
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Anthony Diana
Reed Smith LLP
Anthony J. Diana, is a partner in Reed Smith’s Records & E-Discovery and IP, Information & Innovation groups. He focuses his practice on commercial litigation, internal and regulatory investigations, electronic discovery and information governance, and data privacy and security. a recognized leader in e-discovery and information governance issues, nationally ranked in this area by Chambers. Anthony has counseled large financial institutions, pharmaceutical companies and manufacturers on all aspects of the discovery and management of electronic information, including: the development of policies and procedures for the preservation, collection, review, and production of electronically stored information; the development of policies and procedures regarding the governance of information within various technologies, including internal and external social media, WiFi, BYOD, among others; the development of data source catalogues, disclosures, and responses relating to electronically stored information; the remediation of large volumes of legacy data (paper and electronic); and the defense of electronic discovery and information governance policies and procedures before federal regulators and the courts. Anthony has been an editor of the Electronic Discovery Deskbook, a treatise published by PLI, since its original publication in 2009. He is a frequent speaker on electronic discovery and information governance issues and has published numerous articles on these topics.
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Jerone English
Intel Corporation
Jerone English is the Director of the eDiscovery and Litigation Management Group at Intel Corporation where he establishes, implements, and manages Intel’s eDiscovery policies and procedures. Prior to joining Intel, he was a partner in the Los Angeles office of Pillsbury Winthrop Shaw Pittman LLP. Jerone has over 20 years experience in managing and litigating complex commercial disputes, primarily in the areas of antitrust and trade regulation, products liability, and commercial contracts. While at Pillsbury, he co-chaired the firm’s national eDiscovery task force and its eDiscovery specialty team. He is the author of numerous articles on electronic discovery and lectures frequently on the topic. Before practicing law, Jerone served as an Electronic Warfare Systems Technician in the United States Air Force.
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Jessica Escalera
Barclays
Jessica is the Global Head of Legal Discovery Operations at Barclays.
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Hon. John M. Facciola
U.S. District Court, District of Columbia
John M. Facciola was appointed a United States Magistrate Judge in the District of Columbia in 1997. Prior to being appointed to the bench, he served as an Assistant District Attorney in Manhattan from 1969-1973, and was in private practice in the District of Columbia from 1974-1982. Judge Facciola joined the U.S. Attorney's Office in 1982 and served as Chief of the Special Proceedings section from 1989 until his appointment as Magistrate Judge.
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Elizabeth Feeney
GlaxoSmithKline
Elizabeth Asali is an Assistant General Counsel at GlaxoSmithKline in Philadelphia, PA. She joined GSK in 2002. Elizabeth focuses on government investigations, commercial and securities litigation, and e-discovery and data privacy issues.
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Hon. James C. Francis
U.S. District Court - Southern District of New York (Retired)
James C. Francis IV was a United States Magistrate Judge in the Southern District of New York since 1985, serving as Chief Magistrate Judge from 1998 to 2000. Judge Francis graduated summa cum laude from Yale College in 1974, where he was a member of Phi Beta Kappa. He received his juris doctor degree from the Yale Law School in 1978 and a masters degree in public policy from the John F. Kennedy School of Government at Harvard University in the same year.
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Ross Gotler
Paul, Weiss, Rifkind, Wharton & Garrison LLP
Ross Gotler is the E-Discovery Counsel at Paul, Weiss, Rifkind, Wharton & Garrison LLP. At Paul Weiss, Ross advises lawyers and clients on e-discovery law and practice in a wide variety of complex litigations and regulatory investigations, with clients ranging from leading financial services institutions to global trading companies. Ross also oversees the Discovery Services and Practice Technology Services teams at Paul Weiss, which provide e-discovery project management, consultation, and technology services at the firm.
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David Greenwald
Jenner & Block
David Greenwald is a litigator in the Chicago office of Jenner & Block. With 28 years of trial, arbitration, and investigation experience, clients seek his counsel in high-stakes, complex disputes relating to commercial matters, cross border disputes, structured finance, bankruptcy, anti-corruption and other internal investigations, insurance and reinsurance coverage, and government contracts. David provides counsel on the most complex privilege and confidentiality issues, including cross border confidentiality, privilege and data transfer issues.
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Hon. Paul W. Grimm
U.S. District Court, District of Maryland.
Paul W. Grimm serves as a District Judge for the United States District Court for the District of Maryland. He was appointed to the Court on December 10, 2012. Previously, he was appointed to the Court as a Magistrate Judge in February 1997 and served as Chief Magistrate Judge from 2006 through 2012. In September, 2009 he was appointed by the Chief Justice of the United States to serve as a member of the Advisory Committee for the Federal Rules of Civil Procedure.
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Veronica Gromada
Walmart
Veronica Hayes Gromada is the Senior Associate General Counsel II and Section Head of the Litigation Support Group for Walmart Stores, Inc. Veronica leads a diverse team of more than sixty legal professionals with nationwide and some international responsibilities for developing and executing knowledge management and discovery strategies for Legal and Global Investigations across the Walmart enterprise. She provides legal and advice and counsel to drive consistency across class actions, commercial/IP, employment, products and premises liability, and government investigations/FCPA matters. Her team also manages subpoenas, law enforcement requests, and civil investigative demands seeking information about Walmart’s associates, customers, and business practices. Veronica relies on cross-functional collaboration with company stakeholders in Global Governance, Walmart Technology, Human Resources, and business teams to develop best practices around information governance, e-discovery, and cross-border (international) discovery. Her passion for diversity and inclusion is fueled by her conviction to ensure that talented people are positioned to succeed, and the belief that doing so breeds excellence.
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Zviad Guruli
WilmerHale
Zviad Guruli is the lead consulting attorney for WilmerHale DiscoverySolutions and a member of the Securities Litigation and Enforcement Practice Group. He joined the firm in 2004.
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Jennifer Hamilton
Deere & Company
Jennifer Hamilton is Global eDiscovery Counsel with Deere & Company, where she pioneered the Electronic Discovery Practice Group. Jenny leads the eDiscovery Response Team, which oversees the development and implementation of policies and procedures; trains the company on duties and best practices; advises on individual eDiscovery matters; and works with outside vendors to develop business cases for emerging technologies. She previously practiced commercial litigation in Chicago and also worked for Gateway Computers in South Dakota.
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Juliet "Julie" Hanna
Fannie Mae
Juliet Hanna, Associate General Counsel at Fannie Mae, is focused on developing standardized processes, protocols and procedures for the enterprise in all phases of eDiscovery, in alignment with relevant case law, industry best practices, and the efficient and effective implementation of technology. Prior to joining Fannie Mae, Julie was Vice President of Legal Services at Integreon, responsible for managed review operations in the US and UK, and before that, Senior Counsel in the Litigation and Investigations Group at CPA Global.
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Julie Heller
AIG
Julie Heller is a Vice President in AIG’s Legal Operations Center. As the Global Head of eDiscovery Programs, Ms. Heller leads a team in managing eDiscovery and other non-law firm vendors that support the company’s legal processes. She provides consultative advice to AIG claims professionals as well as inside and outside counsel on topics ranging from data preservation and collection through document review, including TAR and advanced analytics, production and final data disposition. Ms. Heller also works closely with AIG’s data collections and computer forensics team in support of the company’s litigation and regulatory portfolio. She holds a B.A. from Yale University and an M.S. from Columbia University.
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Corey Hirsch
Teledyne LeCroy
Corey is Chief Information Officer for Teledyne LeCroy. He also a lecturer at Columbia University.
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Micah Hobbs
Shook Hardy & Bacon
Micah's practice focuses on product liability and pharmaceutical litigation where she has served as national counsel on numerous mass tort matters. She has represented clients such as Pfizer, Eli Lilly and Company, Bausch & Lomb, Covidien and C.R. Bard in both state and federal courts. She has defended and managed national litigation on behalf of various product manufacturers, including pharmaceutical, medical device and tobacco manufacturers. Specifically, Micah has significant experience in defending complex cases, including class actions, MDL proceedings and third-party contribution cases. Micah has experience coordinating mass tort litigation and advises clients in all aspects of product liability defense. Her experience includes: leading strategy; removal of state court actions and defending against remand of same; coordinating all aspects of discovery including selection, review and production of electronically stored information (ESI); preparing cases for trial; negotiating inventory and individual settlements; advising clients on litigation strategy; and overseeing class settlement and consolidated proceedings. Micah currently serves as national counsel on vaccine litigation for several companies. She has significant experience with litigation involving women’s health products.
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Taylor Hoffman
Swiss Re
Taylor Hoffman is the global head of eDiscovery at Swiss Re, a leading wholesale provider of reinsurance, insurance and other insurance-based forms of risk transfer. In this role, he oversees all aspects of eDiscovery and related cross-border data transfers, including developing policies and procedures, and managing case work. Prior positions include Corporate Counsel (Litigation and eDiscovery) at DISH Network, where he implemented an overhaul of DISH’s eDiscovery Process, and as a Litigation Associate at Covington & Burling LLP.
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Dawson Horn
AIG
Dawson Horn is the Associate General Counsel, Vice President & Deputy Director of eDiscovery at AIG. Broadly, his expertise lies in complex commercial litigation, insurance, products liability and, obviously, eDiscovery. Prior to AIG, Mr. Horn was the Senior Litigation Counsel with Tyco International where he managed a complex litigation docket, a large toxic tort docket, and an insurance recovery docket. Before that he served for eight years as Assistant General Counsel at Altria Corporate Services, where he managed RICO and product liability suits against Philip Morris. Additionally, Mr. Horn worked as an in-house attorney for the Campbell Soup Company and Scott Paper Company. Mr. Horn received his A.B. degree from Duke University and his J.D. from Duke University School of Law.
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Allan Hsu
Fannie Mae
Allan Hsu is the Director of eDiscovery at Fannie Mae where he serves as the technical eDiscovery expert with responsibility for the development, implementation, and management of the eDiscovery program. He is also a member of the Information Governance/Data Disposition working group for the company and legal department Knowledge Management committee. Prior to joining Fannie Mae, Allan has worked at several consulting firms where he has extensive experience in advising global corporations on discovery issues within the technology, consumer products, telecommunications, media, pharmaceutical, and financial services sectors.
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Rose Jones
King & Spalding
Rose Jones is King & Spalding’s Director of e-Discovery Project Management and Client Services. Her practice focuses on e-discovery management including the development of standard protocols for the various phases of the discovery process. She is a senior member of King & Spalding’s Discovery Center and acts as National Discovery Counsel for large corporations.
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Robert Keeling
Sidley Austin LLP
Robert Keeling is a Partner at Sidley Austin's Washington, DC office. He is an experienced litigator whose practice includes a special focus on electronic discovery matters.
Robert represents both plaintiffs and defendants in complex civil litigation throughout the nation and conducts internal investigations in the U.S. and throughout the world. He handles a wide variety of commercial disputes in state and federal court. He is experienced in multi-district litigation, false claims act litigation, commercial litigation, securities class actions, contract disputes, RICO and fraud actions, insurance coverage litigation and many other types of cases.
Robert represents both plaintiffs and defendants in complex civil litigation throughout the nation and conducts internal investigations in the U.S. and throughout the world. He handles a wide variety of commercial disputes in state and federal court. He is experienced in multi-district litigation, false claims act litigation, commercial litigation, securities class actions, contract disputes, RICO and fraud actions, insurance coverage litigation and many other types of cases.
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David Kessler
Norton Rose Fulbright
David is a partner in the New York office of Norton Rose Fulbright and the Chair of its E-Discovery and Information Governance Practice Group. David represents clients on a variety of e-discovery, data privacy, record retention and cyber security matters and was recently recognized as an e-discovery leader in the United States and Globally by Chambers. David is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and The Sedona Conference Working Group 6 on International Electronic Information Management, Discovery and Disclosure (WG6), and teaches “E-Discovery” at the University of Pennsylvania Law School.
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Christopher King
Redgrave LLP
Chris King, Partner, Redgrave LLP, has a broad range of experience in matters involving both U.S. discovery and international cross-border data transfer issues. Chris’ areas of concentration include securities litigation, director and officer fiduciary and shareholder litigation, antitrust litigation, and consumer fraud. As a seasoned attorney, Chris has handled discovery strategy in complex litigation and briefed and argued electronic discovery motions in dozens of federal and state court cases.
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Shannon Capone Kirk
Ropes & Gray LLP
Shannon Capone Kirk is eDiscovery Counsel at Ropes & Gray where she focuses exclusively on electronic discovery law. Shannon is a contributing author on three books on eDiscovery, the most recent being the EDI Judges’ Guide to eDiscovery (2015). Shannon has published numerous articles on the topic in publications such as: Law Technology News, Corporate Legal Times, National Law Journal, Sue Magazine. She frequently conducts CLE courses and Webinars and routinely speaks on eDiscovery. Shannon has been a professor of eDiscovery at Suffolk Law School in Boston since 2010. Shannon is a Sedona Conference Working Group Member of Electronic Document Retention and Production (WG1).
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Michael Klein
Altria
Mike Klein is Assistant General Counsel at Altria, where he supports the company’s written and document discovery and is responsible for all eDiscovery matters. Mike received his bachelor’s degree from the United States Military Academy at Westpoint and his J.D. from the University of Virginia School of Law.
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Anthony "Tony" Knaapen (Ret.)
Chevron Corp. (Retired)
Anthony was Manager of Litigation Discovery at Chevron Corporation. His group oversaw Chevron’s discovery processes and worked closely with Chevron’s Litigation Management Board and legal teams to reinforce enterprise strategies and processes established for e-Discovery. He managed Chevron’s Enterprise Litigation paralegals and e-discovery project managers in San Ramon and Houston and had oversight responsibilities for Chevron’s Preservation Order Process. Anthony helped create Chevron’s Guidelines for Responding to Investigations and Discovery, is a member of Chevron’s Litigation Management Board and participates in several internal training programs related to preservation, discovery and information management. He is a frequent speaker at EDI’s Leadership forums, the Carmel Valley eDiscovery retreats, and roundtables sponsored by Today’s General Counsel and Institute, Deloitte and KPMG. Anthony is a member of CEDF, ILTA, and The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
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Dan Kulakofsky
The Travelers Companies, Inc.
Daniel Kulakofsky is Associate Group General Counsel in the Corporate Legal Services group at The Travelers Companies, Inc. In his role as practice group lead for Electronic Discovery, Dan led the development of the electronic discovery function at Travelers and continues to be responsible for all aspects of the Travelers’ e-discovery program. Dan provides counsel to the Records Management group and participated in the development of numerous information governance policies for Travelers including e-mail and IM retention policies, the social networking policy and a new litigation hold policy and process. Dan also provides strategic support on a wide variety of issues from the development of litigation strategies to the development and implementation of new IT standards.
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Judge Laporte is a United States Magistrate Judge for the Northern District of California. Appointed on April 4, 1998, Judge Laporte presides over numerous civil cases randomly assigned to her with the parties' consent, including patent, trademark, copyright and other business litigation, employment, civil rights and environmental cases. She also presides over criminal matters, conducts settlement conferences, and resolves discovery disputes.
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Edwin Larkin
Harter Secrest & Emery LLP
Edwin Larkin, Partner at Harter Secrest & Emery LLP, is an experienced commercial litigator with a focus on complex commercial litigation matters and electronic discovery issues. He has handled a variety of high profile matters in a wide range of areas including securities fraud, antitrust, RICO, class action defense, products liability, and breach of fiduciary duty in numerous state and federal courts. Mr. Larkin has conducted numerous jury and bench trials in a number of jurisdictions. Mr. Larkin has also developed a strong concentration in electronic discovery. With over 15 years of experience in matters involving electronic discovery issues, he is among the country's most experienced electronic discovery practitioners.
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Robert Levy
Exxon Mobil
Robert Levy is an attorney in the Law Department of Exxon Mobil Corporation. His duties include representing ExxonMobil on Civil Justice Reform, including participation in Lawyers for Civil Justice, Civil Justice Reform Group, the U.S. Chamber of Commerce Institute for Legal Reform, and the American Tort Reform Association. He also is the advisor on Electronic Discovery Issues and Records Management for ExxonMobil. Prior to joining ExxonMobil, Robert was a partner at Haynes and Boone, LLP, where, for over 14 years, he practiced in the Business Litigation Section, focusing on International Arbitration and Technology Litigation as well as advising on Records Management and Electronic Discovery issues.
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Eric Lieber
Toyota Motors (Retired
Eric was the Director of Legal Operations & Litigation Support at Toyota Motor Sales. In this role, Eric oversees legal operations, eDiscovery, litigation support, and technology projects for Toyota Legal One, the North American Legal department of Toyota Motor Sales, USA, Inc.
Eric has extensive practical experience with tactical and strategic eDiscovery issues. He consults with legal teams on technologies and applications that improve efficiency, matter specific ESI collections, processing and production efforts. He also collaborates with services providers on refining methodologies to ensure a high-level of quality and proficiency. Prior to joining Toyota, Mr. Lieber worked as the Associate Director for Gibson, Dunn & Crutcher LLP, where he was responsible for application development and system implementations. Eric has worked with legal technologies since 1993.
Eric has extensive practical experience with tactical and strategic eDiscovery issues. He consults with legal teams on technologies and applications that improve efficiency, matter specific ESI collections, processing and production efforts. He also collaborates with services providers on refining methodologies to ensure a high-level of quality and proficiency. Prior to joining Toyota, Mr. Lieber worked as the Associate Director for Gibson, Dunn & Crutcher LLP, where he was responsible for application development and system implementations. Eric has worked with legal technologies since 1993.
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Hon. Frank Maas
US District Court, Southern District of New York (Retired)
Hon. Frank Maas (Ret.) served for 17 years as a United States Magistrate Judge for the Southern District of New York, including a two-year term as Chief Magistrate Judge. Before his appointment to the bench, Judge Maas was a federal prosecutor in the Southern District of New York, a partner in the New York City office of a large commercial litigation law firm headquartered in upstate New York, and First Deputy Commissioner of the New York City Department of Investigation.
Judge Maas is nationally known for his expertise in electronic discovery issues. He is a frequent speaker at the Conference on Preservation Excellence, eDiscovery Institute Leadership Summit, and other venues.
Judge Maas is nationally known for his expertise in electronic discovery issues. He is a frequent speaker at the Conference on Preservation Excellence, eDiscovery Institute Leadership Summit, and other venues.
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Annika Martin
Lieff Cabraser Heimann & Bernstein, LLP
Annika K. Martin is a partner in the Lieff Cabraser Heimann & Bernstein New York office and has represented plaintiffs since 2005 in environmental, mass tort, and consumer protection cases.
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Paul Meyer
Willis Towers Watson
Paul manages global e-discovery compliance and provides legal guidance on information governance and risk management for professional services consultants. He also manages complex litigation throughout the world.
Paul is a regular speaker on information governance and risk management issues.
Paul is a regular speaker on information governance and risk management issues.
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Scott Milner
Morgan Lewis & Bockius LLP
Co-leader and one of the original attorneys in Morgan Lewis’s eData practice, Scott Milner counsels and advises companies in electronic discovery and information governance processes and best practices. He works with Morgan Lewis’s lawyers across practice groups to tailor strategies and discovery management plans for clients around the globe, in numerous industries and disciplines. Scott’s practice encompasses all phases of eDiscovery, from preservation and collection to review and production of large volumes of electronically stored information (ESI).
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Catherine Muir
Baker McKenzie
Catherine Muir is Of Counsel in the Baker McKenzie Washington, DC office. She practices in the areas of internal investigations, data security and information management, and e-discovery. She is a former senior counsel at Sprint Nextel, where she was responsible for records compliance and e-discovery strategies.
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Thomas Mullane
United Technologies
Tom Mullane has been an eDiscovery Process Manager at United Technologies Corporation for the past eight years. He holds a Master of Science in Information Assurance from Norwich University and a Graduate Certificate in Project Management from Boston University, and has earned both CISSP and CISM security certifications.
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Kim Newman
WalkMyMind
Kim Newman is a nationally-recognized Litigation, eDiscovery and Information Governance expert who frequently speaks at conferences nationwide.
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Hon. Nan R. Nolan
Redgrave LLP
Nan Nolan, Of Counsel, Redgrave LLP, is a former United States Magistrate Judge with extensive experience in a wide variety of complex litigation matters and is a nationally recognized authority in electronic discovery. During her 14 years as a Magistrate Judge, she presided over numerous complex federal cases at every phase of civil litigation. Judge Nolan’s work on these cases ranged from supervision of pretrial discovery and mediation in settlement conferences, to presiding over bench and jury trials where parties had consented to her jurisdiction. Prior to joining the bench, she had more than two decades of experience handling a wide variety of civil and criminal matters in private practice as well as with the Federal Public Defender program.
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Patrick Oot
Electronic Discovery Institute
Patrick Oot is a Chambers-ranked global practice leader in e-discovery and government investigations. Patrick is recognized in Who’s Who Legal for his expertise in electronic discovery and data privacy. He is one of the few e-discovery and compliance attorneys in the nation that possesses the tripartite experience of an in-house corporate counsel from a Fortune 16 organization; a senior attorney at a federal regulatory agency; and a partner in a global firm.
Before joining Shook, Hardy & Bacon, Patrick served as Senior Special Counsel for Electronic Discovery in the Office of the General Counsel at the U.S. Securities and Exchange Commission (SEC). During his tenure at SEC, Patrick co-chaired the agency’s cross-divisional Electronic Discovery Action Team and co-authored The SEC Electronic Discovery and Litigation Response Manual. He counseled SEC senior leadership and agency staff on best practices and guidance for discovery and litigation strategy and privilege protections and on strategically significant matters involving forensics, technology and Electronic Communications Privacy Act interpretation for subpoena enforcement.
Outside of work, Patrick volunteers his time as a co-founder of The Electronic Discovery Institute, a non-profit organization that conducts studies of litigation processes and produced education programs for the benefit of the federal and state judiciary. Patrick lectures regularly at educational events and legal conferences internationally. He has appeared on National Public Radio’s Morning Edition and was interviewed for the August 2008 edition of The Economist.
Before joining Shook, Hardy & Bacon, Patrick served as Senior Special Counsel for Electronic Discovery in the Office of the General Counsel at the U.S. Securities and Exchange Commission (SEC). During his tenure at SEC, Patrick co-chaired the agency’s cross-divisional Electronic Discovery Action Team and co-authored The SEC Electronic Discovery and Litigation Response Manual. He counseled SEC senior leadership and agency staff on best practices and guidance for discovery and litigation strategy and privilege protections and on strategically significant matters involving forensics, technology and Electronic Communications Privacy Act interpretation for subpoena enforcement.
Outside of work, Patrick volunteers his time as a co-founder of The Electronic Discovery Institute, a non-profit organization that conducts studies of litigation processes and produced education programs for the benefit of the federal and state judiciary. Patrick lectures regularly at educational events and legal conferences internationally. He has appeared on National Public Radio’s Morning Edition and was interviewed for the August 2008 edition of The Economist.
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Robert Owen
Eversheds Sutherland LLP
Robert Owen is widely recognized for his leadership in eDiscovery, having been an early adopter of litigation support technology at Owen & Davis and then founding the eDiscovery and Information Management Practice group at a national law firm. Bob is currently a litigation partner at Eversheds Sutherland LLP. He brings more than 35 years of litigation experience to his practice and his role as President of EDI. He has handled hundreds of cases before federal and state courts and arbitration panels throughout the United States.
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Sarah Padgitt
Baxter International, Inc.
Sarah Padgitt is Senior Counsel at Baxter International Inc. She is responsible for a wide variety of litigation, pre-litigation and investigative matters for Baxter’s Medical Products Division. Sarah is also responsible for the management and oversight of Baxter’s ediscovery program and is a member of Baxter’s Information Governance sub-committee. In Chicago, she previously served as Assistant General Counsel at Aon Corporation and also practiced litigation at Winston & Strawn.
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Hon. Andrew J. Peck
DLA Piper
The Honorable Andrew J. Peck served for 23 years as a United States Magistrate Judge for the Southern District of New York, including a term as Chief Magistrate Judge from 2004 to 2005. Before his appointment to the bench, Judge Peck was in private practice for 17 years, focusing on commercial and entertainment litigation, including copyright and trademark matters, with extensive trial experience.
At DLA Piper, Judge Peck advises on innovative and efficient solutions to the challenges of information management, both within and outside the litigation context. He frequently speaks at conferences concerning eDiscovery issues. Since joining DLA Piper, Judge Peck has been retained to serve as special discovery counsel to clients and law firms, and to submit expert reports in state court cases. Judge Peck is ranked by Chambers as "Recognized Practitioner" for "Litigation: E-Discovery in USA- Nationwide."
At DLA Piper, Judge Peck advises on innovative and efficient solutions to the challenges of information management, both within and outside the litigation context. He frequently speaks at conferences concerning eDiscovery issues. Since joining DLA Piper, Judge Peck has been retained to serve as special discovery counsel to clients and law firms, and to submit expert reports in state court cases. Judge Peck is ranked by Chambers as "Recognized Practitioner" for "Litigation: E-Discovery in USA- Nationwide."
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Ron Peppe
Canam Steel
Ron is the VP for Legal and Human Resources for Canam Steel Corporation, and oversees legal, human resources and risk management issues for the company. Canam is the US subsidiary of Canam Group Inc., a publicly traded manufacturing, construction and engineering company with international operations. Ron previously served as VP Law and Technology for the Association of Corporate Counsel, and Vice President and Associate General Counsel at Prudential Home Mortgage. Ron is currently the co-chair of the ERISA subcommittee of the ACC Employment and Labor Law Committee. He previously served as co-chair of the ACC Environment and Sustainability Committee. Review Ron has served as a member of the City Council and as Chairman of the School Board, of Falls Church, Virginia and was President of the Board of Education of Frederick County, Maryland. Ron earned a B.A. from The Johns Hopkins University, an M.A from The Johns Hopkins School of Advanced International Studies, and a J.D. from The University of Maryland School of Law, where he served as Notes and Comments Editor of the Maryland Law Review.
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Dottie Perillo
DuPont
Dottie is Discovery Strategist & Tactical Coordinator for E. I. du Pont de Nemours & Company. In this role, Dottie is responsible for creating discovery plans and strategies, coordinating training and deployment of current paralegal staff, working with vendors regarding processing, litigation support tools, ESI stipulations requirements, production and review, and coordinating discovery technology for all projects. Previously, Dottie worked in the IP litigation group as a Corporate Paralegal managing the Discovery process in conjunction with in-house and outside counsel. Dottie has been with DuPont for 22 years.
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Alex Ponce de Leon
Google
Alex Ponce de Leon is discovery counsel for Google Inc. He develops and implements innovative and efficient discovery strategies for a wide variety of litigation matters, including, complex litigation, patent cases, and internal investigations. Besides managing his own discovery caseload, he also implements new discovery policies and procedures designed to reduce costs and mitigate legal risk across the company.
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Erin Pope
Golden Living
Erin is Chief Privacy Officer and Assistant General Counsel for Golden Living.
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Jonathan Redgrave
Redgrave LLP
Jonathan Redgrave is one of the founding partners of Redgrave LLP. He brings over two decades of experience to his role as Partner, and is internationally recognized for his work with Fortune 500 companies and Am Law 100 firms. With his extensive experience in all areas of complex litigation in both state and federal courts, Jonathan focuses his practice in the areas of information law, which include eDiscovery, records and information management, and data protection and privacy issues. He is on the Advisory Board of the Georgetown University Law School Advanced eDiscovery Institute, and was the only lawyer to serve on the Advisory Committee on the Electronic Records Archives for the United States National Archives and Records Administration (NARA). Jonathan is a member of the International Association of Privacy Professionals, along with several other bar associations and professional organizations, such as ARMA International, AIIM, and IAPP.
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Julie Richer
American Electric Power
Julie is the Legal Operations and Discovery Manager at American Electric Power.
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Judge Rodriguez is an Article III federal judge for the United States District Court for the Western District of Texas. He joined the court in 2003 after being nominated by President George W. Bush.
Rodriguez was a private practice attorney in Texas from 1987 to 2002 and again from 2002 to 2003. Rodriguez was appointed by Texas Governor Rick Perry to Justice of the Texas Supreme Court from 2001 to 2002 before being nominated to the Federal Bench.
Rodriguez was a private practice attorney in Texas from 1987 to 2002 and again from 2002 to 2003. Rodriguez was appointed by Texas Governor Rick Perry to Justice of the Texas Supreme Court from 2001 to 2002 before being nominated to the Federal Bench.
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John Rosenthal
Winston & Strawn LLP
John Rosenthal is an antitrust and commercial litigation partner in Winston & Strawn LLP's Washington, D.C. office who represents clients around the globe in an array of complex antitrust and commercial litigation matters. He is also the chair of the firm’s E-discovery & Information Management Practice Group, a full service E-discovery consulting operation. John is one of five individuals ranked domestically and globally by Chambers in the field of eDiscovery and counsels a wide variety of companies on eDiscovery, information governance, and privacy.
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Demetrius Rush
Zurich North America
Demetrius is Vice President & Assistant General Counsel – Zurich North America. His supervisory experience covers both personal lines and complex commercial property and liability litigation. Mr. has also served as trial counsel representing both insurance companies and insureds.
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Debra Rushton
Freddie Mac
Debra Rushton is a Litigation Support Professional at Freddie Mac. Ms. Rushton’s legal experience has focused on supporting a wide variety of litigation-related transactions and consulting on a broad range of issues especially best practices for business processes relating to eDiscovery. She frequently serves as a subject matter expert for a variety of internal technology and information management initiatives. She is a member of the Organization for Legal Professionals, Women In eDiscovery, and NALS, the association for legal professionals. She is a graduate of Kroll OnTrack’s Advanced E-Discovery Certification Course and has participated in many other industry events.
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Hon. Pamela M. Sargent
US District Court, Western District of Virginia
Hon. Pamela Sargent is a US Magistrate Judge in the Western District of Virginia.
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Hon. Craig B. Shaffer
U.S. District Court, District of Colorado
Craig B. Shaffer was a United States Magistrate Judge for the District of Colorado since January 2001. Magistrate Judge Shaffer graduated from the College of William and Mary in 1976 and received his juris doctor cum laude from Tulane University’s School of Law in 1979. Magistrate Judge Shaffer has been an adjunct faculty member with the University of Denver’s Sturm College of Law for the past ten years, teaching courses on pretrial practice and electronic discovery, and for six years served on the faculty of the Annual ALI/ABA Environmental Litigation Seminar.
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Alexander "Sasha" Shekhter
Verizon Communications, Inc.
Alexander Shekhter heads Verizon’s internal eDiscovery team, composed of attorneys, paralegals, dedicated IT and cyber security professionals. The team consults and supervises Verizon’s eDiscovery projects across business units and practice areas. Concurrently with managing eDiscovery, Mr. Shekhter litigates commercial and consumer disputes, including class actions and agency investigations. He resides in Washington, DC.
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Dave Shonka
Redgrave LLP
David Shonka, Partner, Redgrave LLP, leads the Firm’s privacy and data security practice. David is widely recognized and respected in both the government and private sector as an authority on Information Law. Prior to joining Redgrave LLP, David served three terms as the Acting General Counsel at the Federal Trade Commission (FTC) and ten years as the agency’s Principal Deputy General Counsel. In both roles, he oversaw the Office’s Litigation, Legal Counsel, and Opinions and Analysis Groups, as well as FOIA, Employment Law, and Energy Counsel Staff.
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Lisa Sotto
Hunton & Williams LLP
Lisa chairs Hunton & Williams top-ranked global privacy and cybersecurity practice and is the managing partner of the firm’s New York office.
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David Steele
The Home Depot
David Steele oversees Home Depot’s Commercial Litigation Group, which handles all litigation for the home improvement retailer with the exception of personal injury and employment law disputes. The caseload of his group encompasses the gamut of commercial litigation from small customer disputes to multi-jurisdictional class actions. Prior to joining Home Depot in 2002, David practiced law with Alston & Bird LLP. He is a 1993 graduate of Vanderbuilt School of Law.
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Jennifer Swanton
Medtronic, PLC
Jennifer G. Swanton currently serves as Discovery Counsel and Discovery Team Lead for Medtronic, PLC and is based in Charleston, SC. In this role, Ms. Swanton is responsible for overseeing the preservation, collection, processing and review of data needed in response to a variety of legal matters as well as developing and implementing long-term team strategy. Prior to joining Medtronic, Ms. Swanton worked as both a Project Manager and Technical Sales Consultant at an eDiscovery vendor where she consulted with law firms and corporations on the best approach for their eDiscovery needs. Before transitioning to the eDiscovery field, Ms. Swanton worked at the South Carolina Court of Appeals as both a Staff Attorney and Law Clerk. Ms. Swanton is a graduate of The George Washington University Law School, The George Washington University School of Business, and St. Mary’s College of Maryland.
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Kimbir Tate
McKesson Corporation
Kimbir is the Senior Manager Litigation Support at McKesson Corporation.
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Jack Thompson
Sanofi
Jack Thompson is the Senior Manager for Litigation Support & Legal Operations at Sanofi.
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Paul Weiner
Littler Mendelson PC
Paul serves as Littler Mendelson's National eDiscovery Counsel. In this position, he and his team of lawyers and Litigation Support Project Managers, as well as Littler’s National Data Center, service the eDiscovery needs of the firm’s clients and lawyers practicing in Littler’s offices across the globe. Paul provides focused guidance on electronic discovery matters, ranging from case and client-specific advice about meeting preservation obligations, to addressing initial "meet and confer" obligations, to handling court appearances that address eDiscovery matters, to taking and defending depositions of IT personnel and experts, to developing strategies for efficient and effective data harvesting, protection, review and production, to implementing cost-shifting and reduction strategies, with a particular emphasis on high-exposure Rule 23 class and FLSA § 216(b) collective actions.
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Jesse Weisshaar
Shook Hardy & Bacon
Jesse focuses on matters related to data governance and discovery in the context of product liability litigation. She advises clients on best practices for the preservation, collection, processing and review of data as part of the discovery process. Jesse has coordinated the production of materials in federal multi-district litigation, individual state and federal cases, and consolidated state proceedings across the country.
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Ron Wills
Intel Security
Ron Wills is Lead Counsel, WW Consumer Business at Intel Security. Ron was formerly senior director of Legal Affairs, Governance, Risk and Compliance at McAfee. Ron possesses broad experience managing high-stakes litigation, government inquiries, e-commerce, privacy, corporate ethics/compliance and enterprise risk management. He received his bachelor’s degree from Grove City College and his J.D. from Southern Methodist University Dedman School of Law.
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