EDRM Calendar

Apr
27
Mon
2015
Ipro Innovations 2015 @ Talking Stick Resort
Apr 27 @ 5:00 pm MST – Apr 29 @ 5:00 pm MST

Ipro Innovations
Register

The best and brightest minds in the industry will all converge to discuss eDiscovery automation, cloud infrastructure, productivity, international data privacy and more. This three-day event brings together a select group of elite professionals, resellers, fortune 500 companies and AmLaw 100 law firms across the United States, Canada and abroad. With 70 breakout sessions, you’ll be sure to learn new skills, share ideas with peers and get hands-on experience. The interactive forum will consist of general sessions, individual education tracks, open product demo stations, networking events and more. Plus, you won’t want to miss all the fun activities including the Knowledge Bowl trivia contest, Salsa Challenge and our kickoff party at Top Golf. For more information, visit iproinnovations.com, contact our Innovations team at info@iprotech.com or call us at 888.477.6463 to be connected to a team member.

May
4
Mon
2015
2015 EDRM Spring Workshop @ The Saint Paul Hotel
May 4 @ 6:30 pm CDT – May 6 @ 1:00 pm CDT

2015 EDRM Spring Workshop

The 2015 EDRM Spring Workshop is scheduled for May 5-6, starting with a reception on the evening of May 4.

Register

Schedule

Monday, May 4, 2015 This meeting’s topics include:

  • New Voices: Expanding EDRM’s scope to encompass corporate and governmental e-discovery and information governance wants and needs
  • New Perspectives: Preparing additional Information Governance Viewpoint papers
  • Enhanced Tools: Further developing self-assessment and budgeting tools such as EDRM’s eMSAT and budget calculators
  • Additional Resources: Adding micro data sets and other practical resources for e-discovery and information governance practitioners
6:30 – 9:00 pm Reception
Tuesday, May 5
7:00 – 8:00 am Registration & breakfast
8:00 am – 5:00 pm Meetings
6:30 pm Reception & dinner
Wednesday, May 6
7:00 am – 8:00 am Breakfast
8:00 am – noon Meetings

Sponsors

Premier Sponsors

Ipro
FTI Consulting

Supporting Sponsor

Nuix

Meeting Sponsor

kCura


Location & Other Logistics

Location: The Saint Paul Hotel, 350 Market Street, St. Paul, MN 55102 (http://www.stpaulhotel.com)

Attire: Casual

Food: Breakfasts, breaks, lunches & dinners provided – please let us know is you have any dietary restrictions

Lodging: The Saint Paul Hotel – a block of rooms has been set aside at discounted rates; to make reservations, follow these instructions:

Meeting attendance fee:  $300. If you are corporate or government, please contact us.

We look forward to celebrating with you as we kick off EDRM’s 11th year!

Register
May
12
Tue
2015
EDRM webinar, “Using Ringtail to Leverage Visual Analytics in Small to Midsized Matters,” sponsored by FTI
May 12 @ 1:00 pm CDT – 2:00 pm CDT

Join us on Tuesday, May 12, 2015 from 1:00 to 2:00 pm Central when we present the free live EDRM Webinar, “Using Ringtail to Leverage Visual Analytics in Small to Midsized Matters,” sponsored by FTI Consulting.

Register

Description

What does ‘big data’ mean to you? For some legal teams, 100,000 documents is a big data challenge. For others, the panic sets in at 5,000. No matter what the numbers, legal teams of all sizes and sophistication levels can be faster and more efficient at taming ‘big data’ when they use new ways to break that data into small and easy to review chunks. In this webinar, you’ll see how Ringtail’s simple to learn and use visual analytics can improve your strategy on 100k, 50k and even 5k (and fewer!) document cases. From automatically separating documents into thematic groups to finding hot facts and key custodian conversations fast to supporting the quick analysis of like document families, Ringtail’s analytics make tasks that used to take a week, take an hour. If you’ve been thinking analytics – and Ringtail – is only for large, complicated matters, think again! During this webinar we will show:

  • How Ringtail’s Document Mapper shows 5,000 thematically grouped documents at a glance
  • How automatic concept clustering makes review faster
  • How to find documents that keyword search based platforms will not find
  • How search term hit highlighting and search term families save time and money
  • How to code multiple documents at the same time
  • How to use analytics to prepare for depositions and trial proceedings

Presenters

Photo of JR Jenkins

JR Jenkins

Senior Director, FTI Consulting

JR Jenkins is a Senior Director of Product and Services Marketing at FTI Consulting, a leading e-discovery and information governance software and services provider. In this role JR works closely with legal and IT customers and partners to assess product needs and help drive future product development priorities for Ringtail – a leading e-discovery software platform. …

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JR Jenkins is a Senior Director of Product and Services Marketing at FTI Consulting, a leading e-discovery and information governance software and services provider. In this role JR works closely with legal and IT customers and partners to assess product needs and help drive future product development priorities for Ringtail – a leading e-discovery software platform.  He has been active in developing industry thought leadership, such as an e-discovery XML standard, through his participation with the Electronic Discovery Reference Model Project (EDRM).

Prior to joining FTI Consulting, JR worked on information retrieval projects for 10 years with companies such as ProQuest, Intel Research and Microsoft.  He has been a featured speaker at Information Online Sydney, NISO, and several American Library Association conferences on the topics of Search, OpenURL, and information behavior.  He holds a master’s degree in library and information science from the University of Washington and a bachelor’s degree from Michigan State University.

Photo of Caitlin Murphy

Caitlin Murphy

Senior Director Marketing, FTI Consulting

Caitlin Murphy is a Senior Director at FTI Technology, where she heads solutions marketing. She is a product and industry expert as well as an attorney and member of the California State Bar. Before joining FTI, Caitlin headed legal marketing at AccessData and worked for CT Summation as a product evangelist in both San Francisco and London.…

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Caitlin Murphy is a Senior Director at FTI Technology, where she heads solutions marketing. She is a product and industry expert as well as an attorney and member of the California State Bar. Before joining FTI, Caitlin headed legal marketing at AccessData and worked for CT Summation as a product evangelist in both San Francisco and London. Prior to entering the e-Discovery field, Caitlin practiced civil litigation in the San Francisco bay area. She received her J.D. from the University of California Hastings College of the Law and holds a B.A. from the University of California at Davis.


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.


This is the second in a series of three webinars sponsored by FTI Consulting:

Register
Jun
3
Wed
2015
EDRM webinar, “eMSAT-1: Completing the Assessment”
Jun 3 @ 1:00 pm CDT – 2:00 pm CDT

Join us on June 3 from 1:00 to 2:00 pm Central when we present the free EDRM webinar, “eMSAT-1: Completing the Assessment.”

Register

Description

This webinar is the fourth in a series of five practical sessions by the creators of the eMSAT-1. This webinar covers key aspects of completing the eMSAT-1 spreadsheet: understanding the spreadsheet’s sections; methodologies for completion; quality control; and deliverables.


Presenters

Photo of Evan Benjamin

Evan Benjamin

E-discovery Consultant, Protiviti/Robert Half Legal

Evan is a litigation support consultant and Relativity consultant. He is EnCase Forensic certified and a SQL Server Database Administrator who consults with clients on various Litigation Platforms. His other passions include health and nutrition, complex litigation research, and anything involving statistics and math.

Evan can be reached at ebtrain@yahoo.com

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Evan is a litigation support consultant and Relativity consultant. He is EnCase Forensic certified and a SQL Server Database Administrator who consults with clients on various Litigation Platforms. His other passions include health and nutrition, complex litigation research, and anything involving statistics and math.

Evan can be reached at ebtrain@yahoo.com

Photo of Matthew Knouff

Matthew Knouff

eDiscovery Counsel, Complete Discovery Source

Matthew F. Knouff is eDiscovery Counsel with Complete Discovery Source, Inc., an award-winning, global electronic discovery services provider and technology developer http://www.cdslegal.com. Matthew advises law firms, corporations and government agencies worldwide on eDiscovery and information governance policies and processes, cost & risk reduction strategies, and defensible deployment of technology during legal proceedings. …

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Matthew F. Knouff is eDiscovery Counsel with Complete Discovery Source, Inc., an award-winning, global electronic discovery services provider and technology developer http://www.cdslegal.com. Matthew advises law firms, corporations and government agencies worldwide on eDiscovery and information governance policies and processes, cost & risk reduction strategies, and defensible deployment of technology during legal proceedings.  He has led numerous successful discovery efforts in 26 countries across five continents.  He is on the Board of Advisors of the Cardozo Data Law Initiative, is an active member of the EDRM’s Metrics Project and The Sedona Conference Working Groups 1 & 6, is the Project Leader for the EDRM’s eDiscovery Maturity Self-Assessment Tool (eMSAT-1), former Chairman of the New York County Lawyers’ Association’s eDiscovery Sub-Committee and an avid participant with the New York State Bar Association and many other professional organizations. Matthew has developed numerous CLE programs and is a frequent lecturer, blogger, writer, and national speaker on issues related to eDiscovery, cross-border litigation, data privacy and information governance.  He is also the founder of ESI Survival Guide (http://www.esisurvivalguide.com) – a video blog dedicated to helping legal practitioners handle data management issues in the Digital Age.  He has been published in both the North Carolina School of Law Journal of Law and Technology and the Richmond Journal of Law and Technology on issues related to cross-border eDiscovery and has been a panelist at the Advanced eDiscovery Institute at Georgetown Law.  He is a graduate of the University of North Carolina at Chapel Hill and the University of North Carolina School of Law and lives with his wife in Brooklyn, NY.  http://www.linkedin.com/in/matthewknouff

Photo of Brett Livingood

Brett Livingood

eDiscovery Associate Professor and ELSSA Lab Manager, Bryan University

Brett Livingood is a Consultant with Robert Half Legal eDiscovery Services. He provides organizations and law firms with project management, technical, and analytical expertise to guide e-discovery projects, better manage data, prepare for litigation, and implement information management/governance programs. Example projects range from managing the review of over 1 million documents, implementing crowdsourced TAR across a multi-language project,…

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Brett Livingood is a Consultant with Robert Half Legal eDiscovery Services. He provides organizations and law firms with project management, technical, and analytical expertise to guide e-discovery projects, better manage data, prepare for litigation, and implement information management/governance programs. Example projects range from managing the review of over 1 million documents, implementing crowdsourced TAR across a multi-language project, to ediscovery on improper ediscovery.

In addition to his moonlighting with the EDRM Metrics group, Brett also serves as the Lab Manager for Bryan University’s eDiscovery Lab for Software Simulation and Applications, where he designs and implements training programs for ediscovery tools across the EDRM.

Brett was introduced to the world of ediscovery in a technical environment immediately after completing law school and has been bridging the gap between legal and technical perspectives ever since.

Photo of Tiana Van Dyk

Tiana Van Dyk

Litigation Support Manager, Burnet, Duckworth & Palmer LLP

Tiana joined Burnet Duckworth & Palmer LLP in November 2006. As the Manager of eDiscovery and Litigation Support, she has worked on developing in-house policies and procedures to streamline eDiscovery and control costs. She works closely with clients to facilitate all matters of eDiscovery, while finding creative solutions to manage the various phases of document production.…

Read More

Tiana joined Burnet Duckworth & Palmer LLP in November 2006. As the Manager of eDiscovery and Litigation Support, she has worked on developing in-house policies and procedures to streamline eDiscovery and control costs. She works closely with clients to facilitate all matters of eDiscovery, while finding creative solutions to manage the various phases of document production. Tiana continues to work on developing a project management model that meets BDP’s needs and provides cost effective services that are aligned with clients’ interests.

Tiana is an active member of the Electronic Discovery Reference Model (EDRM), which looks to create practical resources to improve eDiscovery and Information Governance. As a contributing member of the Maturity Model group, she has worked with industry leaders to develop tools that allow firms, corporations, and departments to assess their eDiscovery proficiency.

Tiana completed her Bachelor of Kinesiology in Mind Sciences at the University of Calgary. While not at the office, she enjoys running and coaching elite level hockey in both the male and female programs.


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.


Register
Jun
9
Tue
2015
EDRM webinar, “Using Ringtail to Manage Rolling Matters Efficiently & Cost-Effectively,” sponsored by FTI
Jun 9 @ 1:00 pm CDT – 2:00 pm CDT

Join us on Tuesday, June 9, 2015 from 1:00 to 2:00 pm Central when we present the free live EDRM Webinar, “Using Ringtail to Manage Rolling Matters Efficiently & Cost-Effectively,” sponsored by FTI Consulting.

Register

Description

One of the most challenging aspects of e-discovery is the “rolling” nature of data collection and processing and its impact on document review. Often teams finish ingesting and coding one data set only to have to start all over again when a new collection comes in the door. Compounded by tight production deadlines, these piecemeal data sets can make legal teams feel like they are waking up to Groundhog Day all over again. It’s crucial to have tools and processes that support automation and replication within rolling matter workflows in order to save time and reduce cost. In this webinar we will show you how the new Ringtail platform allows you to automate the introduction of new data, use data snapshots to set strategy and manage review assignments, leverage previous coding decisions and take advantage of concept clustering to make short work of rolling additions. During this webinar attendees will learn:

  • How Ringtail’s new automated processing module makes ingestion easy, fast and repeatable
  • How e-mail threading adds efficiency during a rolling matter
  • How to use concept clustering and analytics to intelligently combine new document sets with previous
  • How to perform visual QA to quickly identify problems
  • How to re-use processing settings and coding decisions

Presenter

Photo of JR Jenkins

JR Jenkins

Senior Director, FTI Consulting

JR Jenkins is a Senior Director of Product and Services Marketing at FTI Consulting, a leading e-discovery and information governance software and services provider. In this role JR works closely with legal and IT customers and partners to assess product needs and help drive future product development priorities for Ringtail – a leading e-discovery software platform. …

Read More

JR Jenkins is a Senior Director of Product and Services Marketing at FTI Consulting, a leading e-discovery and information governance software and services provider. In this role JR works closely with legal and IT customers and partners to assess product needs and help drive future product development priorities for Ringtail – a leading e-discovery software platform.  He has been active in developing industry thought leadership, such as an e-discovery XML standard, through his participation with the Electronic Discovery Reference Model Project (EDRM).

Prior to joining FTI Consulting, JR worked on information retrieval projects for 10 years with companies such as ProQuest, Intel Research and Microsoft.  He has been a featured speaker at Information Online Sydney, NISO, and several American Library Association conferences on the topics of Search, OpenURL, and information behavior.  He holds a master’s degree in library and information science from the University of Washington and a bachelor’s degree from Michigan State University.


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.


This is the third in a series of three webinars sponsored by FTI Consulting:

Register