EDRM

CARRM
EDRM News & Updates
EDRM Events & Webinars 
Sep
1
Tue
2015
ILTACON 2015, “20 E-Discovery Warnings in 60 Minutes” @ Caesars Palace
Sep 1 @ 1:30 pm PDT – 2:30 pm PDT

Join George Socha, EDRM co-founder and president of Socha Consulting, and Michael Boggs, director of practice support at Holland & Hart, as they moderate the session, “20 E-Discovery Warnings in 60 Minutes,” at ILTACON 2015, a four-day educational conference for professionals working in technology within law firms and legal departments.

The two will moderate a fast-paced series of live stories from audience members, who will share examples from their own experiences of e-discovery situations gone wrong, explain how the issue was ultimately resolved, and share their lessons learned.

The session will take place on Tuesday, September 1, from 1:30 to 2:30 pm at the ILTACON 2015 conference at Caesars Palace in Las Vegas.

Sep
16
Wed
2015
EDRM webinar, “Practical Pointers for Bringing Everyday eDiscovery Into Your Organization,” sponsored by LexisNexis
Sep 16 @ 1:00 pm CDT – 2:00 pm CDT

Please join us on Wednesday, September 16, 2015, from 1:00 to 2:00 pm Central, as we present the free live EDRM webinar, “Practical Pointers for Bringing Everyday eDiscovery Into Your Organization,” sponsored by LexisNexis.

Register for webinar

Description

This webinar will be a reprise of the second of three panel sessions at Legal Tech West Coast 2015.

The series – “Bringing Everyday eDiscovery In-house”: “Everyday eDiscovery” may sound benign, but with dockets comprised mainly of small to medium matters, staggering amounts and types of ESI cropping up even in routine cases, and each outside law firm approaching eDiscovery differently, seemingly everyday eDiscovery can create serious risks and enormous cost overruns.

The speakers in this trio of webinars will offer practical guidance on three sets of issues every organization considering bringing everyday eDiscovery in-house ought to address:

  • Whether to bring the work in-house or outsource it;
  • How to bring everyday eDiscovery in-house without disrupting business, or destroying internal and external relationships; and
  • How to outsource eDiscovery without losing control over quality and consistency.

This webinar: For this webinar, “Practical Pointers for Bringing Everyday eDiscovery Into Your Organization,” the speakers will focus on what to do once you have decided you want to bring at least a portion of your everyday eDiscovery in-house.

You’ve decided to bring your everyday eDiscovery in-house. Now comes the hard part: execution. Our panelists will frame the issues, of course, but they also will deliver a plethora of practical pointers on how to bring everyday eDiscovery in-house in ways that are affordable and achievable:

  • How to develop and implement processes that are well-defined, can be repeated and become routine, and can best tested for quality control and quality assurance;
  • How to find, develop and support the people who will run and manage the processes; and
  • How to choose and implement appropriate technologies those people can use to run those processes.

Presenters

Photo of Meghan Brosnahan

Meghan Brosnahan

Director of eDiscovery Services, Sutter Health

Meghan O. Brosnahan is the Director of eDiscovery Services in Sutter Health’s Office of the General Counsel. Ms. Brosnahan manages Sutter Health’s eDiscovery team. She works with Sutter’s litigation teams to identify and implement efficient and innovative discovery solutions. Ms. Brosnahan also develops and implements new discovery and preservation policy and procedure designed to reduce legal risk and reduce costs.…Read More

Meghan O. Brosnahan is the Director of eDiscovery Services in Sutter Health’s Office of the General Counsel. Ms. Brosnahan manages Sutter Health’s eDiscovery team. She works with Sutter’s litigation teams to identify and implement efficient and innovative discovery solutions. Ms. Brosnahan also develops and implements new discovery and preservation policy and procedure designed to reduce legal risk and reduce costs. In addition, she serves as an expert advisor to Sutter Health’s Enterprise Data Governance team.

Before joining Sutter Health in 2014, Ms. Brosnahan built the West Coast professional services organization for a national eDiscovery service provider. Her background includes work in the private sector as a litigation attorney as well as many years in technology start-ups.

Ms. Brosnahan earned her law degree from Cornell Law School in Ithaca, New York, and her undergraduate degree from the University of Texas at Austin.

Photo of Alon Israely

Alon Israely

Strategic Partnerships, Business Intelligence Associates

Alon Israely has over seventeen years of experience in a variety of advanced computing-related technologies. Alon has been a Senior Advisor in BIA’s Advisory Services group, consulting with clients on legal compliance, eDiscovery and data related issues for the past several years. Alon now leads the Strategic Partner Program at BIA, specifically related to the reselling and integration of BIA software products,…Read More

Alon Israely has over seventeen years of experience in a variety of advanced computing-related technologies. Alon has been a Senior Advisor in BIA’s Advisory Services group, consulting with clients on legal compliance, eDiscovery and data related issues for the past several years. Alon now leads the Strategic Partner Program at BIA, specifically related to the reselling and integration of BIA software products, such as TotalDiscovery, the industry’s only web-application for legal data preservation needs

Prior to BIA, Alon consulted with law firms and their clients on a variety of technology issues, including expert witness services related to computer forensics, digital evidence management and data security. Prior to that, he was a senior member of several IT teams working on projects for Fortune 500 companies related to global network architecture and data migrations projects for enterprise information systems. As a pioneer in the field of digital evidence collection and handling, Alon has worked on a wide variety of matters, including several notable financial fraud cases; large-scale multi-party international lawsuits; and corporate matters involving the SEC, FTC, and international regulatory boards.

Alon holds a B.A. from UCLA and received his J.D. from New York Law School with an emphasis in Telecommunications Law. He is a member of the New York State Bar as well as several legal and computer forensic associations.

Photo of David Popham

David Popham

eDiscovery Specialist – Corporate & International, LexisNexis

Read More

Moderators

Photo of George Socha Jr.

George Socha Jr.

Co-Founder, EDRM

George Socha is co-founder of EDRM; the president and founder of Socha Consulting LLC, an electronic discovery consulting firm; and co-founder of Apersee. In 2003 he and Tom Gelbmann launched the Socha-Gelbman Electronic Discovery Survey, now Apersee (apersee.com) and in 2005 they started EDRM (edrm.net).

George is an advisor and expert witness who focuses on the full range of electronic discovery activities.…

Read More

George Socha is co-founder of EDRM; the president and founder of Socha Consulting LLC, an electronic discovery consulting firm; and co-founder of Apersee. In 2003 he and Tom Gelbmann launched the Socha-Gelbman Electronic Discovery Survey, now Apersee (apersee.com) and in 2005 they started EDRM (edrm.net).

George is an advisor and expert witness who focuses on the full range of electronic discovery activities. His clients include corporations, governmental agencies, legal vertical market software and services providers, investment firms and law firms. Before launching his consulting firm, George spent 16 years as a litigation attorney in private practice. He received his law degree from Cornell Law School and his undergraduate degree from the University of Wisconsin-Madison.

Photo of Tom Gelbmann Jr.

Tom Gelbmann Jr.

Co-Founder, EDRM

As a Trusted Advisor, IT Management Consultant and Founder of Gelbmann & Associates LLC, Tom Gelbmann has helped law firms and corporate law departments with strategic development, system architecture, and operational effectiveness of IT systems and services. He has held the CIO position at major law firms, leading the IT function to the successful achievement of enterprise goals. …Read More

As a Trusted Advisor, IT Management Consultant and Founder of Gelbmann & Associates LLC, Tom Gelbmann has helped law firms and corporate law departments with strategic development, system architecture, and operational effectiveness of IT systems and services. He has held the CIO position at major law firms, leading the IT function to the successful achievement of enterprise goals. Tom is also the co-founder of the EDRM (edrm.net) and co-author of the Socha-Gelbmann Electronic Discovery Survey.


The Series

Join us for all three webinars:


Sponsor

LexisNexis

Member Since: 2011 Website: www.lexisnexis.com/en-us/litigation/default.page
Return to top.
Register for webinar
Sep
22
Tue
2015
EDRM webinar, “Outsourcing Everyday eDiscovery: Managed Services Providers Versus Outside Counsel,” sponsored by LexisNexis
Sep 22 @ 1:00 pm CDT – 2:00 pm CDT

Please join us on Tuesday, July 28, 2015, from 1:00 to 2:00 pm Central, as we present the free live EDRM webinar, “Outsourcing Everyday eDiscovery: Managed Services Providers Versus Outside Counsel,” sponsored by LexisNexis.

Register for webinar

Description

This webinar will be a reprise of the third of three panel sessions at Legal Tech West Coast 2015.

The series – “Bringing Everyday eDiscovery In-house”: “Everyday eDiscovery” may sound benign, but with dockets comprised mainly of small to medium matters, staggering amounts and types of ESI cropping up even in routine cases, and each outside law firm approaching eDiscovery differently, seemingly everyday eDiscovery can create serious risks and enormous cost overruns.

The speakers in this trio of webinars will offer practical guidance on three sets of issues every organization considering bringing everyday eDiscovery in-house ought to address:

  • Whether to bring the work in-house or outsource it;
  • How to bring everyday eDiscovery in-house without disrupting business, or destroying internal and external relationships; and
  • How to outsource eDiscovery without losing control over quality and consistency.

This webinar: For this webinar, “Outsourcing Everyday eDiscovery: Managed Services Providers Versus Outside Counsel,” the speakers will focus on what to do once you have decided you want to outsource at least a portion of your everyday eDiscovery to someone else. Now you need to figure out who that will be and make sure it all works well for a price you can afford. Our panelists will enlighten you, discussing the key outsourcing options and exploring their pros and cons:

  • How you decide to whom your everyday eDiscovery work should go;
  • What factors to consider with establishing contractual relationships with outsourcers;
  • Ways to manage the outsourcing relationships and work; and
  • Practicing good information governance in an outsourcing structure.

Presenters

Photo of Shimmy Messing

Shimmy Messing

Chief Technology Officer, Advanced Discovery

As chief technology officer, Shimmy oversees R&D for Advanced Discovery’s proprietary software, infrastructure and the selection and implantation of third-party tools. Shimmy came to Advanced Discovery in 2014 through the acquisition of Responsive Data Services (RDS), for which he was a founding partner. At RDS, he was the executive in charge of the hosting and electronic services division.…Read More

As chief technology officer, Shimmy oversees R&D for Advanced Discovery’s proprietary software, infrastructure and the selection and implantation of third-party tools. Shimmy came to Advanced Discovery in 2014 through the acquisition of Responsive Data Services (RDS), for which he was a founding partner. At RDS, he was the executive in charge of the hosting and electronic services division. Shimmy’s career in the litigation support industry spans more than 12 years. Prior to RDS, Shimmy was the director of operations, electronic services for an international eDiscovery services organization. A proven manager of people, processes and technology, his ability to seamlessly integrate all three resulted in his being a leading force behind his division.

He is a Relativity Certified Administrator, a Concordance Certified trainer and Ringtail certified, and is proficient in most major litigation support applications. He is an editorial board member and contributing author of Litigation Support Today, a quarterly publication distributed to qualified litigation support professionals, legal assistants/paralegals, courtroom technology specialists and other legal support staff.

  • Currently serves as a member of the Executive Leadership Team at Advanced Discovery, which develops solutions to the company’s most pressing issues.
  • Opened the international Electronic Services Division of a prominent consulting company and grew it to over five million dollars in annual revenue.
  • Co-founded Responsive Data Solutions and oversaw the development of its proprietary data culling and processing tool, Xpress.
  • Presented at kCura’s 2012 Relativity Fest as part of the Real World Stories breakout session.
  • Participated as a panelist in How to Manage a Complex ESI Project from Start to End at the 2009 Litigation Support Leaders Conference.

PROFESSIONAL CERTIFICATIONS:
Relativity Certified Administrator (RCA)
Concordance Certified Trainer
Ringtail certified

EDUCATION:
Bachelor of science in business administration and computer information systems, Towson University, Towson, MD

Photo of David Yerich

David Yerich

Director eDiscovery, UnitedHealth Group

David Yerich is the Director of eDiscovery for UnitedHealth Group, a fortune 25 company headquartered in Minnesota. David’s responsibilities include designing, updating, and implementing the processes, protocols and tools utilized by the Company related to electronic discovery for regulatory and legal matters. Prior to joining UnitedHealth Group, David worked as the Electronic Discovery Consultant at a Minneapolis law firm.…Read More

David Yerich is the Director of eDiscovery for UnitedHealth Group, a fortune 25 company headquartered in Minnesota. David’s responsibilities include designing, updating, and implementing the processes, protocols and tools utilized by the Company related to electronic discovery for regulatory and legal matters.

Prior to joining UnitedHealth Group, David worked as the Electronic Discovery Consultant at a Minneapolis law firm. At the law firm, David and his teams worked with attorneys, paralegals, litigation support team members and clients on all aspects of eDiscovery, including the identification, preservation, collection of electronically stored information (ESI). David also provided oversight for the document review operations.

Before joining the law firm, David worked at a large agri-business for ten years implementing and supporting technology solutions. David’s later projects focused on document and electronic records management, including a roll-out of a world wide document management tool for their legal department.

David is a graduate of the University of Minnesota and Hamline University School of Law and is licensed to practice in the state of Minnesota.


Moderators

Photo of George Socha Jr.

George Socha Jr.

Co-Founder, EDRM

George Socha is co-founder of EDRM; the president and founder of Socha Consulting LLC, an electronic discovery consulting firm; and co-founder of Apersee. In 2003 he and Tom Gelbmann launched the Socha-Gelbman Electronic Discovery Survey, now Apersee (apersee.com) and in 2005 they started EDRM (edrm.net).

George is an advisor and expert witness who focuses on the full range of electronic discovery activities.…

Read More

George Socha is co-founder of EDRM; the president and founder of Socha Consulting LLC, an electronic discovery consulting firm; and co-founder of Apersee. In 2003 he and Tom Gelbmann launched the Socha-Gelbman Electronic Discovery Survey, now Apersee (apersee.com) and in 2005 they started EDRM (edrm.net).

George is an advisor and expert witness who focuses on the full range of electronic discovery activities. His clients include corporations, governmental agencies, legal vertical market software and services providers, investment firms and law firms. Before launching his consulting firm, George spent 16 years as a litigation attorney in private practice. He received his law degree from Cornell Law School and his undergraduate degree from the University of Wisconsin-Madison.

Photo of Tom Gelbmann Jr.

Tom Gelbmann Jr.

Co-Founder, EDRM

As a Trusted Advisor, IT Management Consultant and Founder of Gelbmann & Associates LLC, Tom Gelbmann has helped law firms and corporate law departments with strategic development, system architecture, and operational effectiveness of IT systems and services. He has held the CIO position at major law firms, leading the IT function to the successful achievement of enterprise goals. …Read More

As a Trusted Advisor, IT Management Consultant and Founder of Gelbmann & Associates LLC, Tom Gelbmann has helped law firms and corporate law departments with strategic development, system architecture, and operational effectiveness of IT systems and services. He has held the CIO position at major law firms, leading the IT function to the successful achievement of enterprise goals. Tom is also the co-founder of the EDRM (edrm.net) and co-author of the Socha-Gelbmann Electronic Discovery Survey.


The Series

Join us for all three webinars:


Sponsor

LexisNexis

Member Since: 2011 Website: www.lexisnexis.com/en-us/litigation/default.page
Return to top.
Register for webinar
Sep
27
Sun
2015
Nuix User Exchange @ Hyatt Regency Huntington Beach Resort and Spa
Sep 27 – Sep 29 all-day
Sep
28
Mon
2015
ACEDS 6th Annual E-Discovery Conference & Exhibition @ Gaylord National Resort
Sep 28 all-day