Speakers

Hon. Frank Maas (U.S.D.C. Southern District of New York, retired)

Hon. Frank Maas

Prior to his retirement in September, Judge Frank Maas served as a United States Magistrate Judge for the Southern District of New York for seventeen years, handling both civil and criminal matters.  As a judge, he became particularly well known as a speaker and writer on electronic discovery issues. Before his appointment to the bench, Judge Maas was a federal prosecutor in the Southern District of New York, a litigation partner in the New York City office of a large upstate firm, and First Deputy Commissioner of the New York City Department of Investigation. As First Deputy Commissioner, Judge Maas was responsible for the day-to-day operations of the City’s internal affairs agency, oversaw the City’s earliest internet security efforts, and developed the City’s first protocol for the retention of monitors for corporations that wished to do business with the City despite prior debarments or findings of non-responsibility. Judge Maas recently joined  JAMS, Inc., the world’s largest alternative dispute resolution firm..  As a JAMS “neutral” he acts as a mediator, arbitrator, and special discovery master, and hopes to become involved in corporate monitoring work.   

Hon. David J. Waxse (U.S.D.C. District of Kansas)

Hon. David J. Waxse

Born in Oswego, Kansas, David J. Waxse earned his B.A. degree from the University of Kansas and his juris doctorate degree from Columbia University. Prior to his appointment as a Magistrate Judge in 1999, he was a partner at Shook, Hardy & Bacon. From 1992-1999, Judge Waxse was a member, and one time chair, of the Kansas Commission on Judicial Qualifications, the state judicial discipline organization. He was also a member of the Civil Justice Reform Act Advisory Committee and the Mediation Panel for the United States District Court for the District of Kansas. In addition, he served on the Kansas Justice Commission, established by the Kansas Supreme Court to implement the Citizens' Justice Initiative review of the state justice system.

Hon. James P. O’Hara (U.S.D.C. District of Kansas)

Hon. James P. O’Hara

Following graduation from the Creighton University School of Law, Hon. James P. O'Hara served a two-year judicial clerkship with U.S. District Judges Robert V. Denney and C. Arlen Beam in the District of Nebraska. From 1982 to 2000, Judge O'Hara was in private practice where he served on his firm's executive committee and as managing partner of their Overland Park, Kansas office. In 2000 he was appointed as a U.S. Magistrate Judge in the District of Kansas where he later became the Chief Magistrate Judge in 2013. Judge O’Hara handles the pretrial aspects of civil and criminal cases and, upon consent of the parties, frequently presides over civil jury trials. He has significant experience managing MDL and class action litigation, and also serves as his court’s ADR coordinator. Since joining the bench, Judge O’Hara has remained active in several bar and community organizations where he frequently speaks on eDiscovery. Currently, Judge O’Hara serves as the only Magistrate Judge representative on the Budget and Finance Advisory Council for the U.S. Courts. Judge O'Hara is perhaps most known for recently authoring two of the most controversial decisions to come out of the District of Kansas wherein he stated that all objections to discovery requests are waived if a party asserts objections and then answers "subject to" or "without waiving" their objections.

Hon. Andrew J. Peck (U.S.D.C. Southern District of New York)

Hon. Andrew J. Peck

Magistrate Judge Andrew J. Peck graduated with honors from Cornell University in 1974 and from Duke University School of Law in 1977 and he is currently a member of the Duke Law School Board of Visitors. Judge Peck served as law clerk to Judge Paul Roney of the United States Court of Appeals for the Eleventh (then the Fifth) Circuit. Following his clerkship he served in private practice until he was appointed United States Magistrate Judge for the Southern District of New York on February 27, 1995. He served as Chief Magistrate Judge in 2004-2005. Judge Peck is a frequent lecturer on issue relating to electronic discovery and is a member of the Sedona Conference and the Sedona Conference Judicial Advisory Committee. He was awarded the Champion of Technology Award in 2011 by Law Technology News. Judge Peck is well known among the eDiscovery Bar as being an early advocate of technology assisted review, and in fact, he authored the first court decision approving the use of predictive coding. Judge Peck’s eDiscovery opinions include: Rio Tinto Plc v. Valse S.A., 2015 WL 4002286 (S.D.N.Y. 2015) (predictive coding); Da Silva Moore v. Publicis Groupe, 287 F.R.D.182 (S.D.N.Y. 2012) (predictive coding), aff'd, 2012 WL 1446534 (S.D.N.Y. Apr. 26, 2012); William A. Gross Constr. Assocs., Inc. v. Am. Mfrs. Mut. Ins. Co., 256 F.R.D. 134 (S.D.N.Y. 2009) (keyword search); In re NTL, Inc. Sec. Litig.,244 F.R.D. 179 (S.D.N.Y. 2007)(spoliation & adverse inference instruction), aff'd, 2007 WL 1518632 (S.D.N.Y. May 17, 2007); Anti-Monopoly, Inc. v. Hasbro, Inc., 94 Civ. 2120, 1995 WL 649934 (S.D.N.Y. Nov. 3, 1995).

Hon. Craig B. Shaffer (U.S.D.C. District of Colorado)

Hon. Craig B. Shaffer

Craig B. Shaffer has been a U.S. Magistrate Judge for the District of Colorado since January 2001. 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. Judge Shaffer was appointed to the Judicial Conference’s Advisory Committee on Civil Rules in October 2014. He has been an adjunct faculty member with the University of Denver’s Sturm College of Law for the past fourteen years, teaching courses on pretrial practice and electronic discovery. Judge Shaffer is a member of the Judicial Advisory Board for the Sedona Conference and the Advisory Board for the Georgetown University Law Center’s Advanced eDiscovery Institute. Judge Shaffer is a co-author of Looking Past the Debate: Proposed Revisions to the Federal Rules of Evidence, The Federal Courts Law Review (September 2013), the author of The “Burdens” of Applying Proportionality, The Sedona Conference Journal (Fall 2015), and “Defensible” by What Standard?, The Sedona Conference Journal (Fall 2012), and a contributor to Thomson Reuter’s 2017 edition of eDiscovery for Corporate Counsel.

Michael J. Burg, Jr, Corporate Counsel, DISH Network L.L.C.

Michael J. Burg

Michael J. Burg, Jr serves as Corporate Counsel at DISH Network L.L.C., where he manages the company’s eDiscovery and Information Governance activities. In creating a formalized in-house eDiscovery function, he built and now supervises a cross-functional team that has internalized many formerly-outsourced data collection and analysis activities.  As part of developing and implementing an enterprise-wide Information Governance program, Mike has created a cross-functional IG Council focused on open communication between stakeholders and proactive, thoughtful treatment of enterprise information.  Before joining DISH, Mike was an associate at Drinker Biddle & Reath LLP in Philadelphia, where he represented clients in intellectual property litigation, managed complex discovery processes, and counseled clients in eDiscovery and data governance matters.  Prior to law school, Mike worked for several years as an engineer for the United States Navy.  He lives in Denver, Colorado with his wife Sarah and son, where he enjoys camping, hiking, and trying to keep up with his five-year old on the ski slopes.

Philip H. Cohen, Shareholder, Greenberg Traurig LLP

Philip H. Cohen

Philip H. Cohen is a shareholder in the litigation practice of Greenberg Traurig, LLP, in the firm’s New York Office. Mr. Cohen co-chairs Greenberg Traurig's national eDiscovery & eRetention Practice Group. Mr. Cohen frequently advises clients regarding eDiscovery protocols, eDiscovery planning and eDiscovery motion practice. Mr. Cohen's practice focuses on commercial litigation, eDiscovery, regulatory investigations, court-appointed receiverships, guardianships and antitrust. Mr. Cohen is the co-author of two chapters of eDiscovery for Corporate Counsel (Thomas Reuters/West), and frequently writes and lectures on new developments in the law of electronic discovery. Mr. Cohen is a member of the Social Media Committee of the New York State Bar Association’s Commercial and Federal Litigation Section and the New York State Bar Associate’s Committee on Electronic Discovery. He has served as an adjunct professor at Rutgers University School of Law – Newark. Mr. Cohen is listed in Super Lawyers magazine for New York Metro Super Lawyers (2014-2015). Mr. Cohen is the recipient of the Corporate Leadership Award from the Women’s Housing and Economic Development Corporation, and a recipient of the New York City Family Court Volunteer Pro Bono Service Award, and serves as a member of the Board of Directors of LIFT, an organization dedicated to enhance access to justice for children and families by providing legal information, community education and compassionate guidance to unrepresented families seeking to navigate New York’s Family Court system. He received his J.D. from Rutgers School of Law – Newark and a B.A. in History (magna cum laude) from Tufts University.

John Collins, Director, Information Governance Solutions and Office 365 Consulting Services.

John Collins

John works with corporations on a wide range of eDiscovery readiness, information security, RIM, and Office 365 consulting engagements.  DTI has developed the nation’s first consulting practice focused specifically on eDiscovery and Information Governance in the most widely used cloud business application, Office 365.  John oversees the team which assesses, implements, and manages eDiscovery and IG processes in Office 365.

Joia C. D'Ambrosio, Esq., Forensic Consultant, UnitedLex

Joia C. D'Ambrosio, Esq.

Joia C. D'Ambrosio, Esq. is a forensic consultant with UnitedLex. As a forensic consultant she advises attorneys and clients on what documents to collect and guides clients through the process providing best practices and defensible methods. Joia also assists clients for a variety of other forensic services, such as analyzing a departing employee's workstations, mobile device collections and reviews, and secure deletions of data. Her experience ranges from multi-district products liability cases to small employment disputes and also includes highly publicized national cases. Prior to being a forensic consultant, Joia managed large pharmaceutical defense document review teams for the company. She graduated from Messiah College with a bachelor in Biopsychology and Regent University School of Law.

Neil Etheridge, Vice President of Marketing, DISCO

Neil Etheridge

Neil Etheridge, Vice President of Marketing A 17-year veteran of the legal tech industry, Neil combines a deep understanding of law firms, legal departments, and the legal tech industry with a passion for delivering revolutionary legal technology. Before joining DISCO, Neil was vice president of product marketing for Recommind, where he was responsible for product marketing, strategy, and competitive intelligence across all of Recommind’s product lines, including ediscovery, information governance, and enterprise search.

Ryan Frye, Computer Forensics Lab Manager, UnitedLex

Ryan Frye

Ryan Frye is the Computer Forensics Lab Manager at UnitedLex. In this role, Ryan supervises work performed by the UnitedLex computer forensic analyst team and is responsible for overseeing day-to-day lab management. Ryan has collected data throughout the United States, Canada, the U.K., the Republic of Korea, China, Japan, Russia, Denmark and Norway. In addition to his work performing and supervising forensic data collections, Ryan also develops custom software to help UnitedLex meet clients' needs. Ryan leveraged his extensive data collection and programming experience to develop UnitedLex's proprietary UnitedLex Collection Utility (UCU), which is utilized in all of UnitedLex's remote collections. The UCU provides unparalleled visibility into the data and is designed to support collections from both Windows and Mac operating systems. The versatility and widespread use of the UCU is a testament to Ryan's abilities to fully understand and deliver what our clients require in data collections. Ryan has ten years of information technology experience including eight years of programing experience.   Additionally, Ryan routinely trains litigation support personnel on data forensic tools and techniques, write blocking at the worksite, and industry best practices for forensic data collection and analysis.

 

Tessa K. Jacob, Founder and Chair of Husch Blackwell’s eDiscovery Solutions Group

Tessa K. Jacob

Tessa is the founder and chair of Husch Blackwell’s eDiscovery Solutions group.  A practicing attorney for 20 years, Tessa has a strong understanding of the legal, technical, and strategic aspects of eDiscovery.  Tessa has served as lead eDiscovery counsel in numerous class actions, and has led eDiscovery efforts for numerous companies that were the target of government investigations by the Department of Justice, Securities and Exchange Commission and the Federal Energy Regulatory Commission.  She has vast experience with large volume litigation and works in the trenches handling preservation, collection and managing review teams.  She also has tremendous knowledge and experience using data mining tools and technology assisted review.  A part of Tessa’s practice also includes working with clients to evaluate and create efficient, repeatable, scalable legal hold processes. Tessa frequently speaks on issues related to eDiscovery and is on the Advisory Board for NeLi and the Arkfeld-ASU eDiscovery Conference.  She is also an Adjunct Professor of Law at UMKC Law School where she teaches a semester long upper level eDiscovery course.

Sean Kelly, Senior Director, FTI Consulting

Sean Kelly

Sean Kelly is a Senior Director within FTI Technology’s Information Governance, Privacy & Security practice. He advises clients on all aspects of e-discovery and information governance, with particular focus on developing and implementing legal hold processes and technology as well as the legal impacts of migrating to Microsoft Office 365. He leverages more than a decade of experience in both legal technology and litigation support to advise clients on evolving technologies and the shifting landscape associated with cross-border transactions for global enterprises. Sean previously worked for Johnson & Johnson, where he was responsible for e-discovery issues across business sectors, advising internal stakeholders and outside counsel on best practices in collection, forensic technology, document review and controlling cost.

Lisa A. Lukaszewski, Counsel, Redgrave LLP

Lisa A. Lukaszewski

Lisa A. Lukaszewski is Counsel with Redgrave LLP, a boutique eDiscovery and information governance law firm focused on addressing the legal challenges that arise at the intersection of the law and technology. She has over 19 years of experience advising a diverse array of clients on information governance and eDiscovery issues. Whether working with heavily regulated Global Fortune 500 companies on high-stakes litigation or developing records retention policies for a start-up, Lisa tailors her advice to meet the needs of her clients. A member of ARMA International and The Sedona Conference, Lisa frequently speaks on topics related to eDiscovery and information governance. She received her J.D. from the University of Notre Dame Law School (cum laude), and a B.A. in History (summa cum laude) from Quincy University.

Matthew Moncur, Senior Associate Counsel, Walmart Legal

Matthew Moncur

Matthew Moncur is a Senior Associate Counsel in the Litigation Support Group for Walmart’s legal department, where he manages the team responsible for Walmart’s discovery responses, e-discovery processes, and discovery strategy in commercial, product liability, and intellectual property matters.  Prior to joining Walmart, Matthew was a commercial litigator at the Salt Lake City, Utah office of Ballard Spahr LLP.  Matthew is a 2003 graduate of the University of Utah College of Law.

Edward H. Rippey, Partner, Covington & Burling LLP

Edward H. Rippey

Edward Rippey is a partner who litigates complex cases in numerous fields -- with a focus on patent litigation. In addition to patent law, these matters have included such fields as antitrust, consumer, transportation, energy, sports, pharmaceutical, copyright, communications, and securities law. Mr. Rippey also is Chair of the firm's E-Discovery Practice - and represents and advises enormous multinational corporations in this arena. He is ranked in Chambers Global, Chambers USA, Who~ Who Legal, and Super Lawyers. The Chambers rankings note that Mr. Rippey is a "sawy and forward-thinking" litigator who "understands not just the technical a-discovery pieces but also the implications for active litigation.11

Jonathan Sablone, Partner, Nixon Peabody LLP

Jonathan Sablone

Jon is a litigation partner and practice group leader of the firm’s Commercial Litigation group. He chairs both the firm’s Electronic Discovery and Digital Evidence and Private Fund Disputes practices. Jon is known for being a tough adversary who keeps his sense of humor in the most challenging of cases. Clients value the business-focused nature of his advice. He works closely with clients’ in-house counsel and information technology professionals, providing guidance in litigation preparedness, evidence preservation, and electronic data collection, review, and production. His grasp of relevant regulations, successful practices, and proven strategies is invaluable in the ever changing legal technology industry. Jon speaks and writes regularly on law firm technology, hedge fund and private equity workouts, litigation, due diligence, and eDiscovery. Jon is admitted to practice law in all of the state courts of the Commonwealth of Massachusetts and New York State, as well as a number of federal district and appellate courts, including the United States Supreme Court. He is a cum laude graduate of Harvard College and Boston College Law School. Jon is a Martindale Hubbell "AV" rated trial attorney, and has been named by Chambers USA as a leading lawyer in commercial litigation.

Michelle Sherman, in-house corporate legal counsel, Farmers Group

Michelle Sherman

Michelle Sherman is the author of Winning with Social Media – A Desktop Guide for Lawyers Using Social Media in Litigation and Trial, a 2016 publication from the National Institute for Trial Advocacy.  Michelle has tried civil and criminal cases and is currently an in-house corporate legal counsel.  She also is an adjunct professor at the University of Southern California Annenberg School for Communication and Journalism.  Michelle has been writing and speaking about social media legal topics to lawyers, judges and business people since 2010 when she launched one of the first law firm blogs with a focus on social media.

Robin E. Stewart, Founder and Chair, Kutak Rock eDiscovery Practice Group

Robin E. Stewart

Robin E. Stewart is the founder and Chair of Kutak Rock's eDiscovery Practice Group and she maintains an active litigation practice where she regularly appears in state and federal courts across the country. The National eDiscovery Leadership Institute was the brainchild of Ms. Stewart, who sought to create a forum for the scholarly discussion and debate of electronic discovery issues and to foster cooperation among the bench and bar. Ms. Stewart is also an active member of the Sedona Conference Working Group 1, which is the leading "think-tank" on eDiscovery and she serves on the ESI Rules Committee for the United States District Court for the Western District of Missouri. Ms. Stewart regularly counsels clients in all aspects of eDiscovery ranging from data retention to collection, review and production, including outsourcing options, early case assessment and vendor selection. In her capacity as eDiscovery counsel, Ms. Stewart manages projects for clients involving terabytes of data and she has a wealth of experience managing document review projects through the utilization of both onshore and offshore contract attorneys and through the use of cutting edge technologies, such as predictive coding. Ms. Stewart is widely known and respected in the national eDiscovery community as a thought leader through her numerous articles, alerts and speaking engagements on the all aspects of eDiscovery. Ms. Stewart’s greatest asset to clients, however, is her common sense approach to eDiscovery matters, which is derived from her thriving commercial litigation practice encompassing the financial services, life sciences and technology industries, including defense of product liability matters, ADA and TCPA litigation. In her own practice, Ms. Stewart "walks the walk" by implementing the very eDiscovery approaches about which she speaks and writes.

Denise J. Talbert, Partner, Chair, Data and Discovery Strategies Practice, Shook, Hardy & Bacon L.L.P.

Denise Talbert

Denise J. Talbert has more than two decades of experience in cost-effective discovery management in complex litigation, including the preservation, collection, organization, review, and production of documents. She works closely with clients to formulate efficient and effective approaches for meeting discovery obligations and navigating technological innovations. Denise represents the business interests of companies in the chemical, communications, insurance, pharmaceutical, retail, tobacco, and transportation industries. As chair of the firm’s Data and Discovery Strategies practice, Denise oversees a team of approximately 50 attorneys, analysts, project managers, and technology experts who are dedicated to efficiently managing litigation discovery obligations for clients. Denise frequently writes and speaks on eDiscovery law topics, and is a member of The Sedona Conference Working Group on Electronic Document Retention and Production

John Tredennick, Founder and CEO, Catalyst

John Tredennick

John is the CEO and founder of Catalyst Repository Systems, which designs, builds and runs the world's fastest and most powerful software platform for complex e-discovery, regulatory investigations and compliance. A former trial lawyer and litigation partner with a large national law firm (20+ years), John has written or edited five books and countless articles on litigation and technology issues and has spoken before legal-technology audiences in five continents. Recently, The American Lawyer named him one of the top six e-discovery trail blazers in its issue on the “Top 50 Big Law Innovators of the Last 50 Years.” He also served as chair of the American Bar Association’s Law Practice Management Section and was editor-in-chief of its flagship publication Law Practice Magazine and the founder and editor of its webzine Law Practice Today.

Kelly Twigger, Principal, ESI Attorneys LLC

Kelly Twigger

Kelly Twigger is a Discovery Strategist and the Principal of ESI Attorneys, one of the first law firms in the country dedicated to advising clients on issues in electronic discovery, open records and FOIA, compliance and information management. Kelly’s practice includes consulting with clients on information governance and issues with electronically stored information and acting as eDiscovery counsel for law firms, corporations and municipalities. In 2014, the Wisconsin State Bar recognized Kelly as a Legal Innovator for her development of the eDiscovery Assistant™, a web based curated eDiscovery research tool and learning center that allows users to conduct ediscovery specific research and meet their ethical obligations to be up to date on ediscovery practices. Kelly is also a co-author of Electronic Discovery and Records and Information Management, a legal resource book updated annually and published by West, a nationally recognized speaker, writer, and go-to expert on eDiscovery and information management issues.  She is a regular guest lecturer at law schools across the country, blogger and ediscovery columnist for Above the Law.