Duke-EDI Partnership


October 10,  2018

EDI/Duke Law (Bolch Judicial Institute)
Advanced Discovery Education Certificate

In November 2017, EDI and Duke Law (Bolch Judicial Institute) announced the development of an Advanced E-Discovery Certificate Program, consisting of 11 online distance learning courses taught by more than 50 highly respected jurists and prominent ediscovery practitioners and experts followed by an on-site workshop at Duke Law School.  Each of the 11 courses is taught by five faculty members.  As of October 10, 2018, we have completed filming 43 judges, practitioners, and experts.  After the filming of the remaining 12 faculty members is completed, we will begin splicing and editing the tapes in the upcoming weeks.  All course materials should be completed in early 2019.

Below is a list of the eleven courses that will be offered as part of the program.  The faculty members, who have been videotaped, are listed below.  The 11 new advanced discovery courses build on the 40 e-discovery courses currently offered by the EDI Distance Learning Initiative, several of which will be designated as prerequisites for the certificate.

Faculty for the on-site workshop is being developed.  Registration for the certificate program is planned for spring 2019. We will update this site on a more frequent basis as we approach the inaugural opening of the program.


  1. The Pretrial Orders and Beyond: Getting Started in Discovery
  2. Introduction to Complex Discovery Advocacy
  3. Drafting Targeted Requests and Specific Responses
  4. Seeking ESI Overseas and Defending Against Overseas Requests
  5. Collecting ESI Inside Your Computer and iPhone: The Discoverability of the Tiny Databases that Store ESI (2 Part Course)
  6. Advanced Search II: Process Management Regardless of Tools
  7. Advanced Concepts of Privilege: Attorney-Client, Work-Product and Waiver
  8. Handling Special Data: Non-Responsive, Financial Information, PII, HIPAA and FDA Requirements
  9. Upon a Showing of Deficiency: Discovery on Discovery and Responses
  10. The ESI in Depositions – Witness Prep for Fact and 30(b)(6) Witnesses
  11. Spoliation: What to Do When it Matters


  • Hon. Michael Baylson (Eastern District of PA)
  • Hon. Claire Cecchi (District of NJ)
  • Hon. Michelle Childs (District of SC)
  • Hon. Matthew Kennelly (Northern District of IL)
  • Hon. John Koeltl (Southern District of NY)
  • Hon. Elizabeth Laporte (Northern District of CA)
  • Hon. David Lawson (Eastern District of MI)
  • Hon. Andrew Peck (DLA Piper)
  • Hon. Xavier Rodriguez (Western District of TX)
  • Hon. Lee Rosenthal (Southern District of TX)
  • Hon. Pamela Sargent (Western District of VA)
  • Hon. Lorna Schofield (Southern District of NY)
  • Stacey Blaustein (IBM)
  • Stacey Bogert (US Securities & Exchange Commission)
  • Jamie Brown (Lighthouse)
  • Shannon Capone (Kirk Ropes & Gray)
  • Kelly Clay (GSK)
  • Moira Cochran (VW)
  • Moze Cowper (Cowper Law)
  • Marla Crawford (Goldman Sachs)
  • Wendy Curtis (Orrick, Herrington & Sutcliffe)
  • Jessica Escalera (Barclays)
  • Kemoy Foster (SwissRe)
  • David Greenwald (Jenner & Block)
  • Tracy Greer (US Department of Justice)
  • Ted Hirt (George Washington Law School)
  • Dawson Horn (AIG)
  • Rose Jones (King & Spalding)
  • Colleen Kenney (Sidley Austin)
  • David Kessler (Norton Rose Fulbright)
  • Laura Kibbe (IQVIA)
  • Dan Kulakofsky (Travelers)
  • Daniel Lee (Experian)
  • Eric Lieber (Toyota)
  • Vikram Masson (United Lex)
  • Glenn Melcher (Consumer Financial Protection Bureau)
  • David Moncure (DaVita)
  • Tom Mullane (United Technologies)
  • Patrick Oot (Shook Hardy & Bacon)
  • Tim Opsitnick (TCDI)
  • Robert Owen (Eversheds Sutherland)
  • Nancy Patton (Exterro)
  • Ashish Prasad (eTERA Consulting)
  • Jonathan Redgrave (Redgrave LLP)
  • John Rosenthal (Winston & Strawn)
  • Pam Schieffelin (Qualcomm)
  • Amy Sellars (Walmart)
  • Deena Sharp (Girard Gibbs)
  • Jennifer Swanton (Medtronic)
  • Denise Talbert (Shook Hardy & Bacon)


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