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Programs in E-Discovery



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New and Emerging Data Challenges (Jan 11, 2019)

Program Number: 2927 Presenter: Martha K. Louks, Jason Paroff, Peter J. Pizzi, Esq., Sagi Sam

**** CD's are pre-order only and not available until after the program date - Online is not available until after the program date **** The way we communicate and conduct business is evolving rapidly, and eDiscovery must be able to track and support varied methods of communication. Emerging data types such as audio files, company chats, and mobile notation applications, create challenges for e-discovery groups, including their ability to preserve, collect and analyze it all. Discovery can be greatly expedited with technologies and use of an outside party. Modern eDiscovery teams in the financial sector should understand what types of data are emerging, how to choose technology for review and interpretation, and when to seek third-party help. During this 60-minute program, our panelists will discuss: • What e-discovery and legal professionals in the financial sector are identifying as new and emerging data types, and how to treat and analyze them • Proactive steps e-discovery

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Structuring Options for ESOP Transactions: Advanced Techniques for ERISA Counsel and Plan Sponsors (Feb 27, 2019)

Program Number: 2920 Presenter: David R. Johanson, Esq., Roberta Casper Watson, Esq.

**** CD's are pre-order only and not available until after the program date - Online Programs are not available until after the program date. CLICK ONLY THE ONLINE BUTTON TO ADD TO CART, IF THAT BUTTON IS NOT AVAILABLE, THE PROGRAM HAS NOT YET BEEN PRODUCED **** An employee stock ownership plan or “ESOP” can be an extremely useful tool in terms of tax and employee benefits that it provides and in the contexts of business succession planning and corporate mergers and acquisitions. The design and structure of ESOP transactions and the administration of ESOPs in general, however, remain subject to heightened scrutiny. To help ERISA counsel, accountants, and corporate directors and officers understand the statutory and regulatory framework that governs ESOP transactions, our panel will discuss applicable laws and regulations impacting ESOP transactions, available regulatory guidance, and other critical considerations for structuring ESOP transactions. This program on advanced structuring alternatives for

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Blockchain for Lawyers 101

Program Number: 2909 Presenter: Jason D. Haislmaier, Esq.

Blockchain technology has swiftly risen to become one of the hottest technology (and legal) topics of today. While the "blockchain" is often equated with crypto-currency, the true impact of blockchain technology is being felt across a far wider variety of industries. Join us for this webinar to learn about the history of blockchain technology, how blockchain technology operates, the role it is playing in shaping current and future technologies, and the legal impact of those technologies.

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How Do You Solve a Problem Like E-mail

Program Number: 2903 Presenter: Therese Craparo, Esq., Anthony J. Diana, Esq.

For years, e-mail has been both a vital communications tool and a growing liability for many organizations. While e-mail may contain critical business records and data subject to legal hold, years of lax management, exponentially increasing volumes, and changing or aging e-mail systems present significant cyber-security, data privacy, litigation and operational risks. And with the advent of technology platforms that allow for more sophisticated indexing and analysis of data, including Microsoft 365, cleaning-up historical e-mail and developing processes that leverage new technology will be transformative for e-mail risk management. This program will review strategies for managing the risks associated with e-mail, including retention, Records categorization, legal hold implementation, auto-disposal, and centralization and will review case studies on: (i) the use of record classification technology to categorize 1.5 billion e-mail messages; (ii) the centralization of multiple e-mail data sources and billions of e-mail to facilitate retention, legal hold management and automated disposal; and (

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Defensibly Deleting Data

Program Number: 2856 Presenter: Anthony J. Diana, Esq.

With the rising risks associated with retaining large volumes of data, such as the regulatory focus on cyber-security and data privacy, organizations (with the urging of board members and investors) have made a priority of disposing of data and documents that are not needed for business or required to meet regulatory and legal obligations. Unfortunately, most organizations have neglected the management of documents and data for many years, and developing a program to routinely dispose of documents and data requires a balancing of risks and costs by a multi-disciplinary team (Legal, Compliance, Records, IT and the business). This program will provide some key lessons learned by a team who has assisted organizations defensibly decommission thousands of legacy systems, defensibly dispose of millions of boxes, and defensibly delete billions of electronic documents.

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Cross-Border Discovery After the GDPR

Program Number: 2855 Presenter: David R. Cohen, Partner

The new European General Data Protection Regulation imposes strict restrictions on the processing, transfer and retention of documents containing information about European data subjects. Violations of the GDPR, even if only to comply with U.S. discovery obligations, can be met with fines of up to 20 Million Euro, or 4% of a company's world-wide gross revenue. So what should companies do when faced with discovery obligations relating to data located in Europe or concerning European data subjects? Is there any middle ground to comply with both U.S. and European law? This program will cover key parts of the GDPR and options for compliance.

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Protecting Privilege Before and After a Cyber Breach

Program Number: 2846 Presenter: Robert W. Anderson, Esq., Eric B. Levine, Esq.

One of the most important things a company/firm can do is to regularly conduct an investigation to understand what its cybersecurity defense weaknesses and vulnerabilities may be. Critical to any counsel working to prevent a cyber-attack or respond to a successful cyber intrusion is an understanding why and how to properly utilize both attorney-client and work-product privilege. The overriding principle of using privilege is straightforward: to protect your organizations Investigation and breach response efforts from usage by third parties or regulatory agencies in Litigation arising from a breach.

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Recent Amendments to the Federal Rules of Civil Procedure and the Mandatory Initial Discovery Pilot Program: Navigating the New 2017 Rules and Procedures

Program Number: 2738 Presenter: Megan Lopp Mathias, Esq.

In this important program for in-house and outside counsel and litigators, Megan Mathias provides an overview of recent 2017 amendments to the Federal Rules of Civil Procedure and discusses the Mandatory Initial Discovery Pilot (MIDP) Program which has commenced in the Northern District of Illinois and the District of Arizona. The MIDP changes, in a significant way, the mandatory disclosures required of parties early in the litigation, and failure to follow the requirements can have major implications for your client.

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