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2012 Speakers

2012 Panel Sessions

Theme: eDiscovery and The Cloud
Few topics are as hyped right now as The Cloud thanks to its promise to drastically reduce the costs of storing information and implementing software applications. Despite the hype, research shows that few companies are actually leveraging cloud-based eDiscovery solutions today. However, the same research shows that companies plan to leverage the cloud – and soon. Join us to discuss the where The Cloud and eDiscovery intersect and to explore potential benefits, risks, and real world best practices.

Topic: Using The Cloud for Proactive Information Governance
Storage in the cloud is less expensive and more scalable. How can companies leverage these benefits while also ensuring the ability to conduct eDiscovery in a timely and cost-effective manner? This session will explore the issues with managing corporate data in the cloud and how to prepare for eDiscovery before problems occur.

Moderator: Barry Murphy
Speakers:

Topic: How to marry cloud-based solutions with on-premise eDiscovery activities to create a fully managed eDiscovery process
Few companies will in-source every single aspect of the eDiscovery lifecycle. Many will collect and preserve in-house, and then send data to a cloud-based provider for advanced processing and review. This session will explore the ways to move data from on-premise to the cloud while maintaining chain of custody and still reaping the benefits of the cloud.

Moderator: Barry Murphy
Speakers:

Topic: Mitigating and managing risks associated with The Cloud
Storing data outside the four walls of the company carries with it risk – eDiscovery, security, privacy, compliance, and IP loss to name a few. This session will explore how to comprehensively set requirements before moving data to the cloud in order to mitigate these risks.

Moderator: Barry Murphy
Speakers:

Topic: Where The Cloud can most benefit eDiscovery lifecycle activities
The cloud can impact the eDiscovery lifecycle at various points, from proactive information governance to reactive hosted review. Each company may need the cloud at different points in the lifecycle. This session will explore what types of activities are best accomplished via the cloud and which belong on-premise.

Moderator: Barry Murphy
Speakers:

Topic: Negotiating with and managing Cloud-based solutions vendors
When handing information over to cloud-based providers, the data is truly out of your hands. eDiscovery professionals need to know how they can access data and how quickly that access can occur. This session will explore what points are open for negotiation and provide a checklist of the right questions to ask of any cloud-based provider.

Moderator: Barry Murphy
Speakers:

Theme: Real Life Analytics
Content clustering, social networking and other advanced analytics are more available and affordable than ever. Moreover, we are finally beginning to see discussions and opinions from the judiciary both on and off the bench. Has the complexity and newness of these technologies kept you from trying assisted review, early case data profiling or other analytics? Join us to explore real life usage scenarios and define functional workflows, advantages, challenges and real best practices.

Topic: Search optimization for collection/preservation
Blanket custodial collections can overload your discovery process and bust your budget quickly. How can you reasonably refine collections using search criteria while minimizing risk? When is this practical and how can you get the other side to buy in? This session will explore issues and strategies for optimizing search criteria to meet preservation and collection obligations.

Moderator: Greg Buckles
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Topic: Culling and filtering for matter and global categorization
Whether you are tackling information governance, retention or eDiscovery, global categorization of ESI sources can have a dramatic impact on your bottom line. How much of your unstructured ESI consists of lunch plans, bulk notices, outside newsletter, personal pictures or other content that could be culled? This session will cover how to map, profile and categorize ESI sources so that counsel can make bulk relevance decisions in a defensible, documented process.

Moderator: Greg Buckles
Speakers:

Blog

The Carmel Valley eDiscovery Retreat (CVEDR) Announces U.S. District Judge Nora Barry Fischer as a 2012 Keynote Speaker

Friday, 27 April 2012 00:41 Written by Chris La Cour

Chris La Cour, Founder & Executive Director of the Carmel Valley eDiscovery Retreat (CVEDR), announced today that along with Craig Ball, U.S. District Judge Nora Barry Fischer will also deliver a keynote address for the July 2012 Retreat in its new Monterey, California location, Monterey Hotel & Spa/Cannery Row.

Nora Barry Fischer, a District Judge for the United States District Court for the Western District of Pennsylvania, was a trial attorney for thirty years before assuming the Bench. She is a frequent lecturer on a variety of topics, including eDiscovery. She was a panelist at the Pennsylvania Bar Institute eDiscovery Symposium in April, and for the Federal Bar Association, she spoke on eDiscovery in patent litigation in June. She will address one of the most critical issues facing today’s legal profession and the Bench: Managing eDiscovery disputes. Specifically, she’ll address the institution of a special master program as one way to manage such disputes.

The 2012 Carmel Valley eDiscovery Retreat (CVEDR) Has Found A New Home

Wednesday, 18 April 2012 23:33 Written by Chris La Cour

Resting over the Monterey Bay, the Monterey Plaza Hotel & Spa combines elegant European architecture, sweeping costal views and authentic "Monterey style" to create the perfect vantage point from which to enjoy the endless views of coastline, the gentle sound of waves, the fresh scent of sea air and the sight of otters, seals, jellyfish, and the occasional whale at play.

The Monterey Plaza's central location on Cannery Row - the most popular vacation destination on California's Central Coast makes it easy to enjoy the area's many attractions and activities, including the nations No. 1 aquarium in the Zagat Survey U.S. Family Travel Guide, the Monterey Bay Aquarium, which is a short two-minute walk from the Hotel. The range of activities and attractions nearby is nearly limitless. Launch a kayak from the Hotel's beach, play a round of golf at one of 19 local championship courses, go sailing, whale watch or scuba dive in the protected marine sanctuary of Monterey Bay. Walk to Fisherman's Wharf, Old Town Monterey or the Maritime Museum, or take a scenic drive to Carmel-by-the-Sea's Ocean Avenue, 17-Mile Drive's Pebble Beach, or Big Sur's coastline on Highway One.

Click here to see a YouTube video of the Hotel.

2012 Carmel Valley eDiscovery Retreat (CVEDR) Special Judicial Panel

Monday, 26 March 2012 20:13 Written by Chris La Cour

Machine-Assisted Review is all the rage if you go on the Internet. But beyond a small circle of geek lawyers and vendors, at this time there is more interest than widespread use. The Carmel Valley eDiscovery Retreat will be offering a judicial panel to help this topic become more mainstream. The participants were all handpicked and will be moderated by Karl Schieneman, President and Founder of Review Less, host and creator of the leading e-discovery podcast ESIBytes and frequent author and blogger on document review topics at Doc Review MD.

The panel will consist of a number of well-recognized judges from around the country who will give their initial impressions of machine-assisted review. The judge’s panel will be comprised of some judges at the retreat itself and a number of judges who will be in Denver, CO attending a Magistrate Judge Conference but will connect via conference call. This approach enables us to include more judges than scheduling will typically allow for a CLE program. The goal is to combine what works with ESIBytes podcasts and add a live audience component to hopefully create a diverse and interesting discussion.

The current lineup of Judges is: Magistrate Judge Elizabeth D. Laporte (N.D. of CA), Magistrate Judge Andrew J. Peck (S.D. of NY), District Judge Nora B. Fischer (W.D. of PA), and Martin Quinn (JAMS). The Judges who will participate from Denver, Colorado include Magistrate Judge John M. Facciola (District of Columbia), Magistrate Judge David J. Waxse (Kansas), Magistrate Judge James C. Francis, IV (S.D. of NY), and Magistrate Judge Frank Maas (S.D. of NY). The discussion will focus on judicial acceptance and how these judges from diverse geographic locations became comfortable with the use of these tools and their advice on how to approach the court if you want to use these tools.