Seminar  Seminar

Electronic Discovery Institute 2013: What Corporate and Outside Counsel Need to Know


Select a Location:

Why you should attend

The demands and costs of e-discovery in litigation continue to grow. Nearly every case now involves some sort of e-discovery, and it is essential to know how to effectively and fairly handle the many issues that can arise. Our outstanding faculty of experienced lawyers, judges, and e-discovery professionals will provide an inside look at the current state of e-discovery, give tips for avoiding pitfalls litigants have encountered in the years since the passage of the federal rules, and discuss important ethical issues in light of court decisions imposing discovery sanctions and outlining the duties of outside and in-house counsel.

This seminar is designed to provide counsel with the understanding necessary to advise clients on state, federal and international e-discovery strategic and technology issues. You will take away practical strategies you can use when you are called upon to provide guidance on e-retention policies or e-discovery.

What you will learn

  • Update on the latest legal developments in e-discovery
  • Hear from judges, in-house counsel, outside counsel, and others facing the myriad of e-discovery issues that can arise in litigation
  • Gain the perspectives of experienced e-discovery attorneys who have encountered problems similar to those your clients will likely face
  • Get practical tips for conducting efficient and defensible discovery in the electronic age
  • Learn why sanctions are imposed for e-discovery violations and how you can avoid similar missteps
Special Feature
  • Earn one hour of Ethics credit

Who should attend

This program is designed for corporate counsel, outside counsel, and other attorneys or risk management professionals who advise corporations on electronic discovery and document retention issues. This program is designed to provide you with critical information on the latest developments in the law governing e-discovery. This program is a must for anyone charged with meeting today’s complicated e-discovery requirements.

PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

Morning Session: 9:00 a.m. - 12:30 p.m.

9:00 Introduction

Gary A. Adler

9:15 View from the Bench: Status of E-discovery Law

  • Learn the latest developments in e-discovery case law
  • Hear a judicial perspective on litigants’ e-discovery obligations
  • What have been the year’s biggest e-discovery developments?
  • What policies are shaping e-discovery law?
  • What to expect for e-discovery law in the new year

Honorable James C. Francis, Honorable David J. Waxse

10:15 Litigation Begins: Steps to Take Early On

  • Understanding the 'trigger' and how to implement an effective hold
  • When to focus on data preservation
  • Working with the other parties: communication and cooperation
  • Technology choices
  • Crafting discovery requests in the ESI age

Ronald J. Hedges, Gilbert S. Keteltas

11:15 Networking Break

11:30 Technology-Assisted Review, Predictive Coding and New Search Technologies

  • Defining our terms
  • Why and when to use TAR -- advantages and challenges
  • How to use TAR
  • What the courts are saying
  • Open TAR issues

Maura Grossman, Ashish S. Prasad, Brian C. Rocca

12:30 Lunch

Afternoon Session: 1:45 p.m. - 5:00 p.m.

1:45 Annual Update of In-house Counsel’s Guide to E-discovery: Everything You Need to Know

  • When to outsource and when to build in-house
  • What technical tools does your company need to effectively manage e-discovery?
  • How cloud applications implicate e-discovery for the corporation?
  • The e-discovery competencies you should demand of your outside counsel
  • Where does privacy and information governance fit in?
  • Budgeting for e-discovery

Steven C. Bennett, John J. Rosenthal

2:45 Ethics in E-discovery

  • What are the most important factors in determining whether a court will issue sanctions?
  • Changes to the approach to sanctions in the courts
  • Recent developments

David J. Lender

3:45 Networking Break

4:00 Hot Topics in E-discovery: Proposed Amendments to Rule 37(e)

  • Scope and Impact of Current Rule 37(e)
  • Issues relating to "over-preservation"
  • Alternative suggestions to address
  • "Final" language as proposed

Thomas Y. Allman, Jeffrey J. Fowler, Ariana J. Tadler

5:00 Adjourn

Chairperson(s)
Gary A. Adler ~ Bingham McCutchen LLP
Speaker(s)
Thomas Y. Allman ~ Adjunct Professor, University of Cincinnati College of Law;, Chair Emeritus, The Sedona Conference Working Group (WG1) on E-Discovery
Steven C. Bennett ~ Jones Day
Jeffrey J. Fowler ~ O'Melveny & Myers LLP
Hon. James C. Francis IV ~ Magistrate Judge, United States District Court, Southern District of New York
Stanley M. Gibson ~ Jeffer, Mangels, Butler & Mitchell LLP
Stanley M. Grossman ~ Pomerantz Grossman Hufford Dahlstrom & Gross
Maura R. Grossman ~ Wachtell, Lipton, Rosen & Katz
Ronald J. Hedges ~ Former United States Magistrate Judge, Ronald J. Hedges, LLC
Gilbert S. Keteltas ~ Baker & Hostetler LLP
David J. Lender ~ Weil, Gotshal & Manges LLP
Ashish S. Prasad ~ Chief Executive Officer, Discovery Services LLC
Brian C. Rocca ~ Bingham McCutchen LLP
John J. Rosenthal ~ Winston & Strawn LLP
Ariana J. Tadler ~ Milberg LLP
Hon. David J. Waxse ~ Magistrate Judge, United States District Court, District of Kansas
Program Attorney(s)
Laurie Gilbertson ~ Practising Law Institute
New York City Seminar Location

PLI New York Center, 810 Seventh Avenue at 53rd Street (21st floor), New York, New York 10019. Message Center, program days only: (212) 824-5733.

New York City Hotel Accommodations

The New York Hilton & Towers
, 1335 Avenue of the Americas, New York, NY 10019. 1 block from PLI Center. Reservations 1-800-HILTONS or, 1-877-NYC-HILT. Please mention that you are booking a room under the Practising Law Institute Corporate rate and the Client File # is 0495741. You can also make reservations online to access Practising Law Institute rates.

The Warwick New York Hotel, 65 West 54th Street New York, NY 10019. 1 block from PLI Center. Reservations 800-223-4099 or, hotel direct 212-247-2700. Please mention that you are booking a room under the Practising Law Institute Corporate rate. Reservations on line at www.warwickhotelny.com Click reservations in menu bar on left. Select desired dates. In 'Special Rates' drop down window select Corporate Rate. In 'Rate Code' enter PLIN. Click search and select desired room type and rate plan. Or, you may email reservation requests to: res.ny@warwickhotels.com

Sheraton New York Times Square Hotel, 811 7th Avenue, New York, NY 10019, 1-800-325-3535 or (212) 581-1000. When calling, please mention Practising Law Institute and mention SET#311155. You may also book online.

PLI programs qualify for credit in all states that require mandatory continuing legal education for attorneys. Please be sure to check with your state and the credit calculator to the right for details.


Please check the CLE Calculator above each product description for CLE information specific to your state.

Special Note: In New York, newly admitted attorneys may receive CLE credit only for attendance at "transitional" programs during their first two years of admission to the Bar. Non-traditional course formats such as on-demand web programs or recorded items, are not acceptable for CLE credit. Experienced attorneys may choose to attend and receive CLE credit for either a transitional course or for one geared to experienced attorneys.  All product types, including on-demand web programs and recorded items, are approved for experienced attorneys.

Please Note: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. PLI programs may qualify for credit based on the requirements outlined in the MCLE Regulations and Ariz. R. Sup. Ct. Rule 45.

If you have already received credit for attending some or the entire program, please be aware that state administrators do not permit you to accrue additional credit for repeat viewing even if an additional credit certificate is subsequently issued.

Credit will be granted only to the individual on record as the purchaser unless alternative arrangements (prearranged groupcast) are made in advance.

This is a webcast of the live New York session.

Why you should attend

The demands and costs of e-discovery in litigation continue to grow. Nearly every case now involves some sort of e-discovery, and it is essential to know how to effectively and fairly handle the many issues that can arise. Our outstanding faculty of experienced lawyers, judges, and e-discovery professionals will provide an inside look at the current state of e-discovery, give tips for avoiding pitfalls litigants have encountered in the years since the passage of the federal rules, and discuss important ethical issues in light of court decisions imposing discovery sanctions and outlining the duties of outside and in-house counsel.

This seminar is designed to provide counsel with the understanding necessary to advise clients on state, federal and international e-discovery strategic and technology issues. You will take away practical strategies you can use when you are called upon to provide guidance on e-retention policies or e-discovery.

What you will learn

  • Update on the latest legal developments in e-discovery
  • Hear from judges, in-house counsel, outside counsel, and others facing the myriad of e-discovery issues that can arise in litigation
  • Gain the perspectives of experienced e-discovery attorneys who have encountered problems similar to those your clients will likely face
  • Get practical tips for conducting efficient and defensible discovery in the electronic age
  • Learn why sanctions are imposed for e-discovery violations and how you can avoid similar missteps
Special Feature
  • Earn one hour of Ethics credit

Who should attend

This program is designed for corporate counsel, outside counsel, and other attorneys or risk management professionals who advise corporations on electronic discovery and document retention issues. This program is designed to provide you with critical information on the latest developments in the law governing e-discovery. This program is a must for anyone charged with meeting today’s complicated e-discovery requirements.

PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

All times are E.D.T.

Morning Session: 9:00 a.m. - 12:30 p.m.  (E.D.T.)


9:00 Introduction

Gary A. Adler

9:15 View from the Bench: Status of E-discovery Law

  • Learn the latest developments in e-discovery case law
  • Hear a judicial perspective on litigants’ e-discovery obligations
  • What have been the year’s biggest e-discovery developments?
  • What policies are shaping e-discovery law?
  • What to expect for e-discovery law in the new year

Honorable James C. Francis, Honorable David J. Waxse

10:15 Litigation Begins: Steps to Take Early On

  • Understanding the 'trigger' and how to implement an effective hold
  • When to focus on data preservation
  • Working with the other parties: communication and cooperation
  • Technology choices
  • Crafting discovery requests in the ESI age

Ronald J. Hedges, Gilbert S. Keteltas

11:15 Networking Break

11:30 Technology-Assisted Review, Predictive Coding and New Search Technologies

  • Defining our terms
  • Why and when to use TAR -- advantages and challenges
  • How to use TAR
  • What the courts are saying
  • Open TAR issues

Maura Grossman, Ashish S. Prasad, Brian C. Rocca

12:30 Lunch

Afternoon Session: 1:45 p.m. - 5:00 p.m.  (E.D.T.)

1:45 Annual Update of In-house Counsel’s Guide to E-discovery: Everything You Need to Know

  • When to outsource and when to build in-house
  • What technical tools does your company need to effectively manage e-discovery?
  • How cloud applications implicate e-discovery for the corporation?
  • The e-discovery competencies you should demand of your outside counsel
  • Where does privacy and information governance fit in?
  • Budgeting for e-discovery

Steven C. Bennett, John J. Rosenthal

2:45 Ethics in E-discovery

  • What are the most important factors in determining whether a court will issue sanctions?
  • Changes to the approach to sanctions in the courts
  • Recent developments

David J. Lender

3:45 Networking Break

4:00 Hot Topics in E-discovery: Proposed Amendments to Rule 37(e)

  • Scope and Impact of Current Rule 37(e)
  • Issues relating to "over-preservation"
  • Alternative suggestions to address
  • "Final" language as proposed

Thomas Y. Allman, Jeffrey J. Fowler, Ariana J. Tadler

5:00 Adjourn

Chairperson(s)
Gary A. Adler ~ Bingham McCutchen LLP
Speaker(s)
Thomas Y. Allman ~ Adjunct Professor, University of Cincinnati College of Law;, Chair Emeritus, The Sedona Conference Working Group (WG1) on E-Discovery
Steven C. Bennett ~ Jones Day
Jeffrey J. Fowler ~ O'Melveny & Myers LLP
Hon. James C. Francis IV ~ Magistrate Judge, United States District Court, Southern District of New York
Stanley M. Gibson ~ Jeffer, Mangels, Butler & Mitchell LLP
Stanley M. Grossman ~ Pomerantz Grossman Hufford Dahlstrom & Gross
Maura R. Grossman ~ Wachtell, Lipton, Rosen & Katz
Ronald J. Hedges ~ Former United States Magistrate Judge, Ronald J. Hedges, LLC
Gilbert S. Keteltas ~ Baker & Hostetler LLP
David J. Lender ~ Weil, Gotshal & Manges LLP
Ashish S. Prasad ~ Chief Executive Officer, Discovery Services LLC
Brian C. Rocca ~ Bingham McCutchen LLP
John J. Rosenthal ~ Winston & Strawn LLP
Ariana J. Tadler ~ Milberg LLP
Hon. David J. Waxse ~ Magistrate Judge, United States District Court, District of Kansas
Program Attorney(s)
Laurie Gilbertson ~ Practising Law Institute
PLI makes every effort to accredit its Live Webcasts. Please check the CLE Calculator above for CLE information specific to your state.

PLI's Live Webcasts are approved for MCLE credit (unless otherwise noted in the product description) in the following states/territories:  Alabama, Alaska, Arkansas, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho*, Illinois, Indiana1, Iowa*, Kansas*, Kentucky*, Louisiana, Maine*, Minnesota, Mississippi, Missouri, Montana, Nebraska, North Carolina, North Dakota, New Hampshire*, New Jersey, New Mexico, Nevada, New York2, Ohio3, Oklahoma, Oregon*, Pennsylvania4, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia5, Virgin Islands, Washington, West Virginia, Wisconsin, and Wyoming*.

*PLI will apply for credit upon request.

Arizona: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement.

Arkansas and Oklahoma: Audio-only live webcasts are not approved for credit.

 

1Indiana: Considered a distance education course. There is a 6 credit limit per year.

2New York: Newly admitted attorneys may not take non-transitional course formats such as on-demand audio or video programs or live webcasts for CLE credit. Newly admitted attorneys not practicing law in the United States, however, may earn 12 transitional credits in non-traditional formats.

3Ohio: To confirm that the live webcast has been approved, please refer to the list of Ohio’s Approved Self Study Activities at http://www.sconet.state.oh.us. Online programs are considered self-study. Ohio attorneys have a 6 credit self-study limit per biennial compliance period. The Ohio CLE Board states that attorneys must have a 100% success rate in clicking on timestamps to receive ANY CLE credit for an online program.

4 Pennsylvania: A live webcast may be viewed individually or in a group setting. Credit may be granted to an attorney who views a live webcast individually. There is a 4.0 credit limit per year for this type of viewing. A live webcast viewed in a group setting receives live participatory credit if the program is open to the public and advertised at least 30 days prior to the program. Live webcasts viewed in a group setting that do not advertise at least 30 days prior the program will be considered "in-house", and therefore denied credit.

5Virginia: All distance learning courses are to be done in an educational setting, free from distractions.


Running time and CLE credit hours are not necessarily the same. Please be aware that many states do not permit credit for luncheon and keynote speakers.

Note that some states limit the number of credit hours attorneys may claim for online CLE activities, and state rules vary with regard to whether online CLE activities qualify for participatory or self-study credits. For more information, refer to your state CLE website or call Customer Service at (800) 260-4PLI (4754) or email: info@pli.edu.

If you have already received credit for attending some or the entire program, please be aware that state administrators do not permit you to accrue additional credit for repeat viewing even if an additional credit certificate is subsequently issued.

Co-Sponsored by Massachusetts CLE

Attendees in Boston will be seeing the live broadcast from New York City at the conveniently located offices of Massachusetts CLE, 10 Winter Place, Boston, Massachusetts. Remote Location participants will receive all course materials.


Why you should attend

The demands and costs of e-discovery in litigation continue to grow. Nearly every case now involves some sort of e-discovery, and it is essential to know how to effectively and fairly handle the many issues that can arise. Our outstanding faculty of experienced lawyers, judges, and e-discovery professionals will provide an inside look at the current state of e-discovery, give tips for avoiding pitfalls litigants have encountered in the years since the passage of the federal rules, and discuss important ethical issues in light of court decisions imposing discovery sanctions and outlining the duties of outside and in-house counsel.

This seminar is designed to provide counsel with the understanding necessary to advise clients on state, federal and international e-discovery strategic and technology issues. You will take away practical strategies you can use when you are called upon to provide guidance on e-retention policies or e-discovery.

What you will learn

  • Update on the latest legal developments in e-discovery
  • Hear from judges, in-house counsel, outside counsel, and others facing the myriad of e-discovery issues that can arise in litigation
  • Gain the perspectives of experienced e-discovery attorneys who have encountered problems similar to those your clients will likely face
  • Get practical tips for conducting efficient and defensible discovery in the electronic age
  • Learn why sanctions are imposed for e-discovery violations and how you can avoid similar missteps
Special Feature
  • Earn one hour of Ethics credit

Who should attend

This program is designed for corporate counsel, outside counsel, and other attorneys or risk management professionals who advise corporations on electronic discovery and document retention issues. This program is designed to provide you with critical information on the latest developments in the law governing e-discovery. This program is a must for anyone charged with meeting today’s complicated e-discovery requirements.

PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

Morning Session: 9:00 a.m. - 12:30 p.m.

9:00 Introduction

Gary A. Adler

9:15 View from the Bench: Status of E-discovery Law

  • Learn the latest developments in e-discovery case law
  • Hear a judicial perspective on litigants’ e-discovery obligations
  • What have been the year’s biggest e-discovery developments?
  • What policies are shaping e-discovery law?
  • What to expect for e-discovery law in the new year

Honorable James C. Francis, Honorable David J. Waxse

10:15 Litigation Begins: Steps to Take Early On

  • Understanding the 'trigger' and how to implement an effective hold
  • When to focus on data preservation
  • Working with the other parties: communication and cooperation
  • Technology choices
  • Crafting discovery requests in the ESI age

Ronald J. Hedges, Gilbert S. Keteltas

11:15 Networking Break

11:30 Technology-Assisted Review, Predictive Coding and New Search Technologies

  • Defining our terms
  • Why and when to use TAR -- advantages and challenges
  • How to use TAR
  • What the courts are saying
  • Open TAR issues

Maura Grossman, Ashish S. Prasad, Brian C. Rocca

12:30 Lunch

Afternoon Session: 1:45 p.m. - 5:00 p.m.

1:45 Annual Update of In-house Counsel’s Guide to E-discovery: Everything You Need to Know

  • When to outsource and when to build in-house
  • What technical tools does your company need to effectively manage e-discovery?
  • How cloud applications implicate e-discovery for the corporation?
  • The e-discovery competencies you should demand of your outside counsel
  • Where does privacy and information governance fit in?
  • Budgeting for e-discovery

Steven C. Bennett, John J. Rosenthal

2:45 Ethics in E-discovery

  • What are the most important factors in determining whether a court will issue sanctions?
  • Changes to the approach to sanctions in the courts
  • Recent developments

David J. Lender

3:45 Networking Break

4:00 Hot Topics in E-discovery: Proposed Amendments to Rule 37(e)

  • Scope and Impact of Current Rule 37(e)
  • Issues relating to "over-preservation"
  • Alternative suggestions to address
  • "Final" language as proposed

Thomas Y. Allman, Jeffrey J. Fowler, Ariana J. Tadler

5:00 Adjourn

Chairperson(s)
Gary A. Adler ~ Bingham McCutchen LLP
Speaker(s)
Thomas Y. Allman ~ Adjunct Professor, University of Cincinnati College of Law;, Chair Emeritus, The Sedona Conference Working Group (WG1) on E-Discovery
Steven C. Bennett ~ Jones Day
Jeffrey J. Fowler ~ O'Melveny & Myers LLP
Hon. James C. Francis IV ~ Magistrate Judge, United States District Court, Southern District of New York
Stanley M. Gibson ~ Jeffer, Mangels, Butler & Mitchell LLP
Maura R. Grossman ~ Wachtell, Lipton, Rosen & Katz
Ronald J. Hedges ~ Former United States Magistrate Judge, Ronald J. Hedges, LLC
Gilbert S. Keteltas ~ Baker & Hostetler LLP
David J. Lender ~ Weil, Gotshal & Manges LLP
Ashish S. Prasad ~ Chief Executive Officer, Discovery Services LLC
Brian C. Rocca ~ Bingham McCutchen LLP
John J. Rosenthal ~ Winston & Strawn LLP
Ariana J. Tadler ~ Milberg LLP
Hon. David J. Waxse ~ Magistrate Judge, United States District Court, District of Kansas
Program Attorney(s)
Laurie Gilbertson ~ Practising Law Institute

Boston Groupcast Location

Massachusetts CLE, 10 Winter Place, Boston, Massachusetts 02100. (617) 350-7006.

PLI programs qualify for credit in all states that require mandatory continuing legal education for attorneys. Please be sure to check with your state and the credit calculator to the right for details.


Please check the CLE Calculator above each product description for CLE information specific to your state.

Special Note: In New York, newly admitted attorneys may receive CLE credit only for attendance at "transitional" programs during their first two years of admission to the Bar. Non-traditional course formats such as on-demand web programs or recorded items, are not acceptable for CLE credit. Experienced attorneys may choose to attend and receive CLE credit for either a transitional course or for one geared to experienced attorneys.  All product types, including on-demand web programs and recorded items, are approved for experienced attorneys.

Please Note: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. PLI programs may qualify for credit based on the requirements outlined in the MCLE Regulations and Ariz. R. Sup. Ct. Rule 45.

If you have already received credit for attending some or the entire program, please be aware that state administrators do not permit you to accrue additional credit for repeat viewing even if an additional credit certificate is subsequently issued.

Credit will be granted only to the individual on record as the purchaser unless alternative arrangements (prearranged groupcast) are made in advance.

Why you should attend

The demands and costs of e-discovery in litigation continue to grow. Nearly every case now involves some sort of e-discovery, and it is essential to know how to effectively and fairly handle the many issues that can arise. Our outstanding faculty of experienced lawyers, judges, and e-discovery professionals will provide an inside look at the current state of e-discovery, give tips for avoiding pitfalls litigants have encountered in the years since the passage of the federal rules, and discuss important ethical issues in light of court decisions imposing discovery sanctions and outlining the duties of outside and in-house counsel.

This seminar is designed to provide counsel with the understanding necessary to advise clients on state, federal and international e-discovery strategic and technology issues. You will take away practical strategies you can use when you are called upon to provide guidance on e-retention policies or e-discovery.

What you will learn

  • Update on the latest legal developments in e-discovery
  • Hear from judges, in-house counsel, outside counsel, and others facing the myriad of e-discovery issues that can arise in litigation
  • Gain the perspectives of experienced e-discovery attorneys who have encountered problems similar to those your clients will likely face
  • Get practical tips for conducting efficient and defensible discovery in the electronic age
  • Learn why sanctions are imposed for e-discovery violations and how you can avoid similar missteps
Special Feature
  • Earn one hour of Ethics credit

Who should attend

This program is designed for corporate counsel, outside counsel, and other attorneys or risk management professionals who advise corporations on electronic discovery and document retention issues. This program is designed to provide you with critical information on the latest developments in the law governing e-discovery. This program is a must for anyone charged with meeting today’s complicated e-discovery requirements.

PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

Morning Session: 9:00 a.m. - 12:30 p.m.

9:00 Introduction

Gary A. Adler

9:15 View from the Bench: Status of E-discovery Law

  • Learn the latest developments in e-discovery case law
  • Hear a judicial perspective on litigants’ e-discovery obligations
  • What have been the year’s biggest e-discovery developments?
  • What policies are shaping e-discovery law?
  • What to expect for e-discovery law in the new year

Honorable James C. Francis, Honorable David J. Waxse

10:15 Litigation Begins: Steps to Take Early On

  • Understanding the 'trigger' and how to implement an effective hold
  • When to focus on data preservation
  • Working with the other parties: communication and cooperation
  • Technology choices
  • Crafting discovery requests in the ESI age

Ronald J. Hedges, Gilbert S. Keteltas

11:15 Networking Break

11:30 Technology-Assisted Review, Predictive Coding and New Search Technologies

  • Defining our terms
  • Why and when to use TAR -- advantages and challenges
  • How to use TAR
  • What the courts are saying
  • Open TAR issues

Maura Grossman, Ashish S. Prasad, Brian C. Rocca

12:30 Lunch

Afternoon Session: 1:45 p.m. - 5:00 p.m.

1:45 Annual Update of In-house Counsel’s Guide to E-discovery: Everything You Need to Know

  • When to outsource and when to build in-house
  • What technical tools does your company need to effectively manage e-discovery?
  • How cloud applications implicate e-discovery for the corporation?
  • The e-discovery competencies you should demand of your outside counsel
  • Where does privacy and information governance fit in?
  • Budgeting for e-discovery

Steven C. Bennett, John J. Rosenthal

2:45 Ethics in E-discovery

  • What are the most important factors in determining whether a court will issue sanctions?
  • Changes to the approach to sanctions in the courts
  • Recent developments

David J. Lender

3:45 Networking Break

4:00 Hot Topics in E-discovery: Proposed Amendments to Rule 37(e)

  • Scope and Impact of Current Rule 37(e)
  • Issues relating to "over-preservation"
  • Alternative suggestions to address
  • "Final" language as proposed

Thomas Y. Allman, Jeffrey J. Fowler, Ariana J. Tadler

5:00 Adjourn

Chairperson(s)
Gary A. Adler ~ Bingham McCutchen LLP
Speaker(s)
Thomas Y. Allman ~ Adjunct Professor, University of Cincinnati College of Law;, Chair Emeritus, The Sedona Conference Working Group (WG1) on E-Discovery
Steven C. Bennett ~ Jones Day
Jeffrey J. Fowler ~ O'Melveny & Myers LLP
Hon. James C. Francis IV ~ Magistrate Judge, United States District Court, Southern District of New York
Stanley M. Gibson ~ Jeffer, Mangels, Butler & Mitchell LLP
Maura R. Grossman ~ Wachtell, Lipton, Rosen & Katz
Ronald J. Hedges ~ Former United States Magistrate Judge, Ronald J. Hedges, LLC
Gilbert S. Keteltas ~ Baker & Hostetler LLP
David J. Lender ~ Weil, Gotshal & Manges LLP
Ashish S. Prasad ~ Chief Executive Officer, Discovery Services LLC
Brian C. Rocca ~ Bingham McCutchen LLP
John J. Rosenthal ~ Winston & Strawn LLP
Ariana J. Tadler ~ Milberg LLP
Hon. David J. Waxse ~ Magistrate Judge, United States District Court, District of Kansas
Program Attorney(s)
Laurie Gilbertson ~ Practising Law Institute

Cleveland Groupcast Location

The Cleveland Metropolitan Bar Association, 1301 East 9th Street, Cleveland, OH 44114. 216-696-2404.

PLI programs qualify for credit in all states that require mandatory continuing legal education for attorneys. Please be sure to check with your state and the credit calculator to the right for details.


Please check the CLE Calculator above each product description for CLE information specific to your state.

Special Note: In New York, newly admitted attorneys may receive CLE credit only for attendance at "transitional" programs during their first two years of admission to the Bar. Non-traditional course formats such as on-demand web programs or recorded items, are not acceptable for CLE credit. Experienced attorneys may choose to attend and receive CLE credit for either a transitional course or for one geared to experienced attorneys.  All product types, including on-demand web programs and recorded items, are approved for experienced attorneys.

Please Note: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. PLI programs may qualify for credit based on the requirements outlined in the MCLE Regulations and Ariz. R. Sup. Ct. Rule 45.

If you have already received credit for attending some or the entire program, please be aware that state administrators do not permit you to accrue additional credit for repeat viewing even if an additional credit certificate is subsequently issued.

Credit will be granted only to the individual on record as the purchaser unless alternative arrangements (prearranged groupcast) are made in advance.

Co-Sponsored by New Jersey Institute for Continuing Legal Education

Why you should attend

The demands and costs of e-discovery in litigation continue to grow. Nearly every case now involves some sort of e-discovery, and it is essential to know how to effectively and fairly handle the many issues that can arise. Our outstanding faculty of experienced lawyers, judges, and e-discovery professionals will provide an inside look at the current state of e-discovery, give tips for avoiding pitfalls litigants have encountered in the years since the passage of the federal rules, and discuss important ethical issues in light of court decisions imposing discovery sanctions and outlining the duties of outside and in-house counsel.

This seminar is designed to provide counsel with the understanding necessary to advise clients on state, federal and international e-discovery strategic and technology issues. You will take away practical strategies you can use when you are called upon to provide guidance on e-retention policies or e-discovery.

What you will learn

  • Update on the latest legal developments in e-discovery
  • Hear from judges, in-house counsel, outside counsel, and others facing the myriad of e-discovery issues that can arise in litigation
  • Gain the perspectives of experienced e-discovery attorneys who have encountered problems similar to those your clients will likely face
  • Get practical tips for conducting efficient and defensible discovery in the electronic age
  • Learn why sanctions are imposed for e-discovery violations and how you can avoid similar missteps
Special Feature
  • Earn one hour of Ethics credit

Who should attend

This program is designed for corporate counsel, outside counsel, and other attorneys or risk management professionals who advise corporations on electronic discovery and document retention issues. This program is designed to provide you with critical information on the latest developments in the law governing e-discovery. This program is a must for anyone charged with meeting today’s complicated e-discovery requirements.

PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

Morning Session: 9:00 a.m. - 12:30 p.m.

9:00 Introduction

Gary A. Adler

9:15 View from the Bench: Status of E-discovery Law

  • Learn the latest developments in e-discovery case law
  • Hear a judicial perspective on litigants’ e-discovery obligations
  • What have been the year’s biggest e-discovery developments?
  • What policies are shaping e-discovery law?
  • What to expect for e-discovery law in the new year

Honorable James C. Francis, Honorable David J. Waxse

10:15 Litigation Begins: Steps to Take Early On

  • Understanding the 'trigger' and how to implement an effective hold
  • When to focus on data preservation
  • Working with the other parties: communication and cooperation
  • Technology choices
  • Crafting discovery requests in the ESI age

Ronald J. Hedges, Gilbert S. Keteltas

11:15 Networking Break

11:30 Technology-Assisted Review, Predictive Coding and New Search Technologies

  • Defining our terms
  • Why and when to use TAR -- advantages and challenges
  • How to use TAR
  • What the courts are saying
  • Open TAR issues

Maura Grossman, Ashish S. Prasad, Brian C. Rocca

12:30 Lunch

Afternoon Session: 1:45 p.m. - 5:00 p.m.

1:45 Annual Update of In-house Counsel’s Guide to E-discovery: Everything You Need to Know

  • When to outsource and when to build in-house
  • What technical tools does your company need to effectively manage e-discovery?
  • How cloud applications implicate e-discovery for the corporation?
  • The e-discovery competencies you should demand of your outside counsel
  • Where does privacy and information governance fit in?
  • Budgeting for e-discovery

Steven C. Bennett, John J. Rosenthal

2:45 Ethics in E-discovery

  • What are the most important factors in determining whether a court will issue sanctions?
  • Changes to the approach to sanctions in the courts
  • Recent developments

David J. Lender

3:45 Networking Break

4:00 Hot Topics in E-discovery: Proposed Amendments to Rule 37(e)

  • Scope and Impact of Current Rule 37(e)
  • Issues relating to "over-preservation"
  • Alternative suggestions to address
  • "Final" language as proposed

Thomas Y. Allman, Jeffrey J. Fowler, Ariana J. Tadler

5:00 Adjourn

Chairperson(s)
Gary A. Adler ~ Bingham McCutchen LLP
Speaker(s)
Thomas Y. Allman ~ Adjunct Professor, University of Cincinnati College of Law;, Chair Emeritus, The Sedona Conference Working Group (WG1) on E-Discovery
Steven C. Bennett ~ Jones Day
Jeffrey J. Fowler ~ O'Melveny & Myers LLP
Hon. James C. Francis IV ~ Magistrate Judge, United States District Court, Southern District of New York
Stanley M. Gibson ~ Jeffer, Mangels, Butler & Mitchell LLP
Maura R. Grossman ~ Wachtell, Lipton, Rosen & Katz
Ronald J. Hedges ~ Former United States Magistrate Judge, Ronald J. Hedges, LLC
Gilbert S. Keteltas ~ Baker & Hostetler LLP
David J. Lender ~ Weil, Gotshal & Manges LLP
Ashish S. Prasad ~ Chief Executive Officer, Discovery Services LLC
Brian C. Rocca ~ Bingham McCutchen LLP
John J. Rosenthal ~ Winston & Strawn LLP
Ariana J. Tadler ~ Milberg LLP
Hon. David J. Waxse ~ Magistrate Judge, United States District Court, District of Kansas
Program Attorney(s)
Laurie Gilbertson ~ Practising Law Institute

New Jersey Groupcast Location

New Jersey Institute for Continuing Legal Education, One Constitution Square, New Brunswick, NJ 08901-1520. 732-249-5100.

PLI programs qualify for credit in all states that require mandatory continuing legal education for attorneys. Please be sure to check with your state and the credit calculator to the right for details.


Please check the CLE Calculator above each product description for CLE information specific to your state.

Special Note: In New York, newly admitted attorneys may receive CLE credit only for attendance at "transitional" programs during their first two years of admission to the Bar. Non-traditional course formats such as on-demand web programs or recorded items, are not acceptable for CLE credit. Experienced attorneys may choose to attend and receive CLE credit for either a transitional course or for one geared to experienced attorneys.  All product types, including on-demand web programs and recorded items, are approved for experienced attorneys.

Please Note: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. PLI programs may qualify for credit based on the requirements outlined in the MCLE Regulations and Ariz. R. Sup. Ct. Rule 45.

If you have already received credit for attending some or the entire program, please be aware that state administrators do not permit you to accrue additional credit for repeat viewing even if an additional credit certificate is subsequently issued.

Credit will be granted only to the individual on record as the purchaser unless alternative arrangements (prearranged groupcast) are made in advance.

Co-Sponsored by Atlanta Bar Association

Attendees in Atlanta will view the program via Groupcast at the offices of the Atlanta Bar Association, 400 International Tower, 229 Peachtree Street, NE, Atlanta, Georgia, 30303-1601. With PLI’s Groupcasts you'll instantaneously receive streaming audio/video of the live program and be able to submit your questions electronically. At these locations you’ll also receive the printed Course Handbook upon arriving.


Why you should attend

The demands and costs of e-discovery in litigation continue to grow. Nearly every case now involves some sort of e-discovery, and it is essential to know how to effectively and fairly handle the many issues that can arise. Our outstanding faculty of experienced lawyers, judges, and e-discovery professionals will provide an inside look at the current state of e-discovery, give tips for avoiding pitfalls litigants have encountered in the years since the passage of the federal rules, and discuss important ethical issues in light of court decisions imposing discovery sanctions and outlining the duties of outside and in-house counsel.

This seminar is designed to provide counsel with the understanding necessary to advise clients on state, federal and international e-discovery strategic and technology issues. You will take away practical strategies you can use when you are called upon to provide guidance on e-retention policies or e-discovery.

What you will learn

  • Update on the latest legal developments in e-discovery
  • Hear from judges, in-house counsel, outside counsel, and others facing the myriad of e-discovery issues that can arise in litigation
  • Gain the perspectives of experienced e-discovery attorneys who have encountered problems similar to those your clients will likely face
  • Get practical tips for conducting efficient and defensible discovery in the electronic age
  • Learn why sanctions are imposed for e-discovery violations and how you can avoid similar missteps
Special Feature
  • Earn one hour of Ethics credit

Who should attend

This program is designed for corporate counsel, outside counsel, and other attorneys or risk management professionals who advise corporations on electronic discovery and document retention issues. This program is designed to provide you with critical information on the latest developments in the law governing e-discovery. This program is a must for anyone charged with meeting today’s complicated e-discovery requirements.

PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

Morning Session: 9:00 a.m. - 12:30 p.m.

9:00 Introduction

Gary A. Adler

9:15 View from the Bench: Status of E-discovery Law

  • Learn the latest developments in e-discovery case law
  • Hear a judicial perspective on litigants’ e-discovery obligations
  • What have been the year’s biggest e-discovery developments?
  • What policies are shaping e-discovery law?
  • What to expect for e-discovery law in the new year

Honorable James C. Francis, Honorable David J. Waxse

10:15 Litigation Begins: Steps to Take Early On

  • Understanding the 'trigger' and how to implement an effective hold
  • When to focus on data preservation
  • Working with the other parties: communication and cooperation
  • Technology choices
  • Crafting discovery requests in the ESI age

Ronald J. Hedges, Gilbert S. Keteltas

11:15 Networking Break

11:30 Technology-Assisted Review, Predictive Coding and New Search Technologies

  • Defining our terms
  • Why and when to use TAR -- advantages and challenges
  • How to use TAR
  • What the courts are saying
  • Open TAR issues

Maura Grossman, Ashish S. Prasad, Brian C. Rocca

12:30 Lunch

Afternoon Session: 1:45 p.m. - 5:00 p.m.

1:45 Annual Update of In-house Counsel’s Guide to E-discovery: Everything You Need to Know

  • When to outsource and when to build in-house
  • What technical tools does your company need to effectively manage e-discovery?
  • How cloud applications implicate e-discovery for the corporation?
  • The e-discovery competencies you should demand of your outside counsel
  • Where does privacy and information governance fit in?
  • Budgeting for e-discovery

Steven C. Bennett, John J. Rosenthal

2:45 Ethics in E-discovery

  • What are the most important factors in determining whether a court will issue sanctions?
  • Changes to the approach to sanctions in the courts
  • Recent developments

David J. Lender

3:45 Networking Break

4:00 Hot Topics in E-discovery: Proposed Amendments to Rule 37(e)

  • Scope and Impact of Current Rule 37(e)
  • Issues relating to "over-preservation"
  • Alternative suggestions to address
  • "Final" language as proposed

Thomas Y. Allman, Jeffrey J. Fowler, Ariana J. Tadler

5:00 Adjourn

Chairperson(s)
Gary A. Adler ~ Bingham McCutchen LLP
Speaker(s)
Thomas Y. Allman ~ Adjunct Professor, University of Cincinnati College of Law;, Chair Emeritus, The Sedona Conference Working Group (WG1) on E-Discovery
Steven C. Bennett ~ Jones Day
Jeffrey J. Fowler ~ O'Melveny & Myers LLP
Hon. James C. Francis IV ~ Magistrate Judge, United States District Court, Southern District of New York
Stanley M. Gibson ~ Jeffer, Mangels, Butler & Mitchell LLP
Maura R. Grossman ~ Wachtell, Lipton, Rosen & Katz
Ronald J. Hedges ~ Former United States Magistrate Judge, Ronald J. Hedges, LLC
Gilbert S. Keteltas ~ Baker & Hostetler LLP
David J. Lender ~ Weil, Gotshal & Manges LLP
Ashish S. Prasad ~ Chief Executive Officer, Discovery Services LLC
Brian C. Rocca ~ Bingham McCutchen LLP
John J. Rosenthal ~ Winston & Strawn LLP
Ariana J. Tadler ~ Milberg LLP
Hon. David J. Waxse ~ Magistrate Judge, United States District Court, District of Kansas
Program Attorney(s)
Laurie Gilbertson ~ Practising Law Institute

Atlanta Groupcast Location

Atlanta Bar Association, 400 International Tower, 229 Peachtree Street, NE, Atlanta, GA 30303-1601. (404) 521-0781.

PLI programs qualify for credit in all states that require mandatory continuing legal education for attorneys. Please be sure to check with your state and the credit calculator to the right for details.


Please check the CLE Calculator above each product description for CLE information specific to your state.

Special Note: In New York, newly admitted attorneys may receive CLE credit only for attendance at "transitional" programs during their first two years of admission to the Bar. Non-traditional course formats such as on-demand web programs or recorded items, are not acceptable for CLE credit. Experienced attorneys may choose to attend and receive CLE credit for either a transitional course or for one geared to experienced attorneys.  All product types, including on-demand web programs and recorded items, are approved for experienced attorneys.

Please Note: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. PLI programs may qualify for credit based on the requirements outlined in the MCLE Regulations and Ariz. R. Sup. Ct. Rule 45.

If you have already received credit for attending some or the entire program, please be aware that state administrators do not permit you to accrue additional credit for repeat viewing even if an additional credit certificate is subsequently issued.

Credit will be granted only to the individual on record as the purchaser unless alternative arrangements (prearranged groupcast) are made in advance.

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