Demystifying eDiscovery: Effective strategies to harness today’s worldwide data deluge
Speaker, The 2023 Littler European Executive Employer Conference, Amsterdam, Netherlands
November 8, 2023
A Conversation About the Pros and Cons of a Written Versus Unwritten Constitution
Co-Planner, a Joint Event of Gray’s Inn, London and Temple American Inn of Court, Philadelphia, National Constitution Center, Philadelphia, PA
October 26, 2023
Panelist, Picking Up the Slack, Demystifying Modern Collections
PREX 2021, Virtual
September 28, 2021
Faculty Member, The Sedona Conference eDiscovery Negotiation Training – Practical Cooperative Strategies
Virtual
February 9–11, 2021
Panelist, Should We Build a Better Mousetrap?
The Sedona Conference® Working Group 1, Electronic Document Retention and Production, Annual Meeting, St. Louis, MO
October 24, 2019
Moderator, Possession, Custody & Control: Employee Personal Data, Communications Channels, & Devices
The 5th Annual Judicial Training Symposium (a joint educational initiative of The Electronic Discovery Institute and The Federal Judicial Center), Lake Tahoe, NV
October 16, 2019
Moderator, It’s a Mobile World
PREX 2019: Actionable Strategies for In-House eDiscovery, Chicago, IL
September 18, 2019
Colloquium Co-Lead Moderator, The Exchange
Today’s General Counsel eDiscovery Institute for the Corporate Market, New York, NY
July 16 - 17, 2019
Co-Moderator, General Session, Fueled by Ingenuity, Inspired by You: Your Challenges, Our Solutions
The 2019 Executive Employer® Conference (36th year), Phoenix, AZ
May 9, 2019
Guest Lecturer, eDiscovery: Digital Dangers in the 21st Century
LL.M. in Trial Advocacy, Temple University Beasley School of Law, Philadelphia, PA
January 3, 2019
Debater (Responding Parties), The Great Debate: In re Broiler Chicken, Order of Special Master Regarding ESI Search Methodologies
15th Annual Georgetown Law Advanced eDiscovery Institute, Washington, D.C.
November 15, 2018
Guest Lecturer, How the Legal Industry is Creating New Career Paths: New Technologies, Methods, Outcomes, and Opportunities for Graduates in Law, Business and Tech
Cornell Tech – LAW 6304: Delivering Legal Services Through Technology, New York, NY
October 29, 2018
Moderator, Evolving Challenges: Communications in the Cloud
The Sedona Conference® Working Group 1, Electronic Document Retention and Production, Annual Meeting, Los Angeles, CA
October 26, 2018
Co-Chair, The Great Debates Continue, TED-Talk Style: Jury Trials in Civil Cases, Unique Issues in Terrorism Trials, and Threats to Judicial Independence - The UK and the U.S. Perspective
Joint Inn of Court Program presented by Temple Inn of Court and Gray’s Inn, London, Philadelphia, PA
October 18, 2018
Colloquium Co-Lead Moderator
Today’s General Counsel eDiscovery Institute for the Corporate Market, New York, NY
July 17 - 18, 2018
Gigabytes of GPS and Terabytes of Texts: eDiscovery for the Digital Workplace
Nevada Association of Corporate Counsel, Las Vegas, NV
May 23, 2018
Co-Moderator, Navigating the Ever-Evolving Times: Practical Solutions for Long-Term Workplace Sustainability
The 2018 Executive Employer® Conference, Phoenix, AZ
May 3, 2018
Moderator, Judicial Roundtable
14th Annual Georgetown Law Advanced eDiscovery Institute, Washington, D.C.
November 17, 2017
Moderator, Judicial Roundtable
The Sedona Conference® Working Group 1, Electronic Document Retention and Production, Annual Meeting (15th Anniversary), Phoenix, AZ
November 3, 2017
Panelist, Early Case Management to Promote Efficiency and Cut Costs
The Electronic Discovery Institute’s 3rd Annual Judicial Training Symposium, Marana, AZ
October 10, 2017
Panelist, Evaluating Correctness and Reliability of TAR
Duke Law Conference on Technology Assisted Review (“TAR”) Best Practices, Arlington, VA
September 7, 2017
Colloquium Co-Lead Moderator
Today’s General Counsel eDiscovery Institute for the Corporate Market, New York, NY
July 18 - 19, 2017
Panelist, How Would You Rule? The Effects of the December 2015 Amendments to the Federal Rules of Civil Procedure
Day 2 Keynote Panel, Legalweek 2017, New York, NY
February 1, 2017
Moderator, Possession, Custody and Control Across Federal Circuits
13th Annual Georgetown Law Advanced eDiscovery Institute, Washington, D.C.
November 10, 2016
One Year Later: Developments in Production Under Rule 34 and State Law Equivalents
Dialogue Leader, The Sedona Conference Working Group 1 Yearly Meeting, Atlanta, GA
October 27, 2016
Moderator, eDiscovery in Employment Cases
2016 Electronic Discovery Institute Leadership Summit, Ft. Lauderdale, FL
October 14, 2016
Panelist, Technology 2020 and Case Study on “Possession, Custody, or Control”
3rd Annual Innovations in eDiscovery, New York, NY
September 28, 2016
Faculty Member, eDiscovery Challenges in Specific Practice Areas: Employment
The Electronic Discovery Institute Distance Learning Initiative, Curated Web Training and Certification Curriculum
September 2016
Colloquium Co-Lead Moderator, Today’s General Counsel eDiscovery Institute for the Corporate Market
New York, NY
July 18 - 19, 2016
eDiscovery 2.0: Navigating the New eDiscovery Federal Rules of Civil Procedure
State Bar of Nevada, Labor & Employment Law Section, Lloyd George Federal Courthouse, Las Vegas, simulcast to Bruce Thompson Federal Courthouse, Reno
June 18, 2016
Co-Moderator, The Ever-Evolving Workplace: Practical Strategies for Addressing Future and Current Employment Law Challenges
The 2016 Executive Employer® Conference, Phoenix, AZ
May 5, 2016
Faculty Member, Federal Rule of Evidence 502
The Electronic Discovery Institute Distance Learning Initiative, Curated Web Training and Certification Curriculum
March 2016
Panelist, Navigating the New Rules
Innovations in eDiscovery Conference, New York, NY
December 9, 2015
Panelist, eDiscovery 2020
12th Annual Georgetown Law Advanced eDiscovery Institute, Washington, D.C.
November 19, 2015
Panelist, Preservation and the Evolving IT Landscape
The 4th Annual Conference on Preservation Excellence, Portland, OR
September 18, 2015
Moderator, The Essential Preservation Plan
The 4th Annual Conference on Preservation Excellence, Portland, OR
September 17, 2015
Presenter, eDiscovery 2.0
2015 Houston Employer Conference, Houston, TX
August 13, 2015
Colloquium Co-Lead Moderator, eDiscovery Institute for the Corporate Market
Today's General Counsel, New York, NY
July 20-21, 2015
The Road to Workplace 2020: Lessons from the Past, Current Developments and Future Trends
The 2015 Executive Employer® Conference, Phoenix, AZ
May 7, 2015
Digital Dangers: eDiscovery in the 21st Century
Commercial Litigation Institute - Pennsylvania Bar Institute, Philadelphia, PA
March 18, 2015
Ethical Issues for In-House Counsel, Littler Briefing
Philadelphia, PA
October 8, 2014
Colloquium Co-Lead Moderator, eDiscovery Institute for the Corporate Market
Today’s General Counsel, New York, NY
July 16-17, 2014
Right-Sizing Your Process: eDiscovery on a Limited Budget
eDiscovery Series - The Federal Bar Association, Western Pennsylvania Chapter, Pittsburgh, PA
May 29, 2014
Dealing with Difficult Data: a Look at Preserving and Producing Increasingly Common but Challenging Data Sources
8th Annual National Institute on eDiscovery, Center for Professional Development and the Section of Litigation - American Bar Association, New York, NY
May 16, 2014
Ethical Issues for In House Counsel
The 2014 Executive Employer® Conference, Phoenix, AZ
May 9, 2014
Employee Privacy in the Age of Big Brother Technology
The 2014 Executive Employer® Conference, Phoenix, AZ
May 8, 2014
Possession, Custody and Control in Cross-Border Discovery
The Sedona Conference® Program on Cross-Border Discovery, San Francisco, CA
April 9, 2014
The Snowden Effect
The Sedona Conference® Program on Cross-Border Discovery, San Francisco, CA
April 9, 2014
21st Century Challenges to the Open Court Principle in the U.S. and the UK
Temple American Inn of Court and The Bar Council, London, England
April 2, 2014
Social Media for Litigators: Admissibility, Preservation and the Latest Judicial Developments
American Law Institute, Philadelphia, PA
December 5, 2013
Right-Sizing Your Process: eDiscovery on a Limited Budget
10th Annual Georgetown Law Advanced eDiscovery Institute, Washington DC
November 21, 2013
eDiscovery Jeopardy
Pennsylvania Bar Institute, Philadelphia, PA
November 11, 2013
BYOD, Social Media and Privilege
eDiscovery Advocacy Institute, New York, NY
October 1, 2013
Colloquium Co-Lead Moderator, eDiscovery Institute for the Corporate Market
Today’s General Counsel, New York, NY
July 17-18, 2013
Managing Privacy, Mitigating Risks: Social Media, BYOD, Cloud Computing
2013 Conference - eDiscovery Intelligence, Pittsburgh, PA
May 21-22, 2013
Friendly Fire at the Bar: A Debate on Predictive Coding Debate
2013 Conference - eDiscovery Intelligence, Pittsburgh, PA
May 21-22, 2013
Case Law Update
New York Conference on Preservation Excellence, New York, NY
April 30, 2013
Fostering a Culture of Compliance
New York Conference on Preservation Excellence, New York, NY
April 30, 2013
Preserving Wild Data/Emerging Data Sources
New York Conference on Preservation Excellence, New York, NY
April 30, 2013
Possession, Custody & Control
2013 Mid-Year Meeting, Working Group on Electronic Document Retention & Production - The Sedona Conference®, St. Louis, MO
April 26, 2013
Compliance and Liability Prevention Fundamentals: Employee Handbooks, Policies, Background Checks, Drug Testing and Data Protection
The Global Employer® – Latin America Conference, Miami, FL
February 22, 2013
Preparing to Depose an IT Custodian
9th Annual Georgetown Law Advanced eDiscovery Institute, Washington, DC
December 7, 2012
The 2012 eDiscovery Briefing
Huron Legal Institute, Philadelphia, PA
November 15, 2012
Sustainable Innovations for a Changing Global Workforce
Global Employer® Institute, Washington D.C.
November 8, 2012
Recognizing the Triggering Event
2012 Conference on Preservation Excellence, Portland, OR
September 27-28, 2012
When Preservation is a Real Challenge
2012 Conference on Preservation Excellence, Portland, OR
September 27-28, 2012
Where Do We Go From Here
2012 Conference on Preservation Excellence, Portland, OR
September 27-28, 2012
eDiscovery 2.0: Top Tips and Trends
Association of Corporate Counsel, Nevada Chapter, Las Vegas, NV
September 25, 2012
The New Amendments to the Pennsylvania Rules of Civil Procedure on eDiscovery (effective August 1, 2012) … Are You Ready?
Pennsylvania Bar Institute Webinar
August 8, 2012
Resources and Tips for Staying Current
eDiscovery for the Corporate Market - Executive Counsel Institute, New York, NY
July 17, 2012
Dealing with Challenges of Legal Holds: Pension Committee, Rimkus, Pippins & Progeny
eDiscovery for the Corporate Market - Executive Counsel Institute, New York, NY
July 16, 2012
The Importance of Day-to-Day Processes, Management Skills, Swimming Upstream: Information Management and Governance
eDiscovery for the Corporate Market - Executive Counsel Institute, New York, NY
July 16, 2012
Making the Business Case for Information Governance
Nuix Leadership Forum, Palm Beach, FL
June 18, 2012
eDiscovery Jeopardy
Pennsylvania Bar Institute, Philadelphia, PA
May 11, 2012
Ethical Minefields and eDiscovery – A Perfect Match
The 2012 Executive Employer® Conference, Scottsdale, AZ
May 10, 2012
Addressing Retaliation and Whistleblowing
The 2012 Executive Employer® Conference, Scottsdale, AZ
May 9, 2012
eDiscovery 2.0: Top 10 Tips and Trends, Littler Briefing
Philadelphia, PA
May 2, 2012
Possession, Custody & Control in Today’s Brave New World
2012 Mid-Year Meeting, Electronic Document Retention & Production Working Group - The Sedona Conference®, Denver, CO
April 27, 2012
The Nuts and Bolts of Getting it Done, including the Emergence of “The Cloud” as a Repository, SaaS, Vendor Responsibilities and More
LegalTech®, New York, NY
January 31, 2012
Social Media Roundtable
15th Annual Electronic Discovery and Records Retention Conference - Thompson Reuters, San Francisco, CA
December 7, 2011
eDiscovery Leadership Breakfast Series
Cowen Group, Philadelphia, PA
December 1, 2011
Future of the Rules/New Developments
8th Annual Georgetown Law Advanced eDiscovery Institute, Washington, DC
November 19, 2011
Social Media Roundtable
15th Annual Electronic Discovery and Records Retention Conference - Thompson Reuters, New York, NY
November 10, 2011
Risk Management (eDiscovery Department Leader Track)
Georgetown Law eDiscovery Practice Support Program, Washington, DC
November 4, 2011
A Federal Rule on Preservation & Sanctions: Exploring the Alternatives
2011 Annual Meeting, Electronic Document Retention & Production Working Group - The Sedona Conference®, Austin, TX
October 6, 2011
Preservation: Will this be the Next Change to the Federal Rules
Masters Conference for Legal Professionals, Washington, D.C.
October 3, 2011
Effective Cost and Risk Containment Steps to Achieve Proportionality
eDiscovery for the Corporate Market - Executive Counsel Institute, Houston, TX
September 23, 2011
Data Assessment from Beginning to End: Tools, Tricks and Traps
eDiscovery for the Corporate Market - Executive Counsel Institute, Houston, TX
September 22, 2011
Technology Issues in the Employment Context
Electronic Discovery Institute, Leadership Summit, Amelia Island, FL
September 7, 2011
eDiscovery in Employment Litigation
Pennsylvania Bar Institute, Philadelphia, PA
August 31, 2011
Data Assessment from Beginning to End: Tools, Tricks and Traps
eDiscovery for the Corporate Market - Executive Counsel Institute, New York, NY
July 13, 2011
Effective Cost and Risk Containment Steps to Achieve Proportionality
eDiscovery for the Corporate Market, Executive Counsel Institute, New York, NY
July 12, 2011
Ethical Challenges in the New World of eDiscovery
National Conference on Equal Employment Opportunity Law, Labor and Employment Law Section - American Bar Association, New Orleans, LA
April 9, 2011
The eDiscovery Forecast: Partly Cloudy with a New Technology Front, Large Accumulations of Data, and a Chance of Sanctions
The 2011 Executive Employer® Conference, Phoenix, AZ
April 7, 2011
Pension Committee Revisited: Where Do We Go From Here?
A Legal Hold Pro™ Signature Webinar
March 22, 2011
Gestire il diluvio di dati: Stati Uniti eDiscovery nel 21° secolo (Managing the Data Deluge: U.S. eDiscovery in the 21st Century)
La Sapienza Università di Roma, Rome, Italy
March 8, 2011
eDiscovery Issues in Wage and Hour Litigation, Parts I - III
BNA Video Insights Series - BNA Labor and Employment Resource Center™
March 7, 2011
eDiscovery and Data Privacy
Emerging Trends in Cyber Privacy Symposium, Temple University Beasley School of Law
February 5, 2011
Bridging the eDiscovery Gap Between Bench and Bar
Annual Meeting, Commercial and Federal Litigation Section - New York State Bar Association, New York, NY
January 26, 2011
Litigation Holds 2010 - What Has Changed, What Has Stayed The Same?
14th Annual Electronic Discovery and Records Retention Conference - Thompson Reuters, New York / Chicago / San Francisco
October/November/December 2010
The Client Speaks - Pressure Points Between In-House and Outside Counsel, A Candid Dialogue
14th Annual Electronic Discovery and Records Retention Conference - Thompson Reuters, New York / Chicago / San Francisco
October/November/December 2010
Practical Answers to the Most Current and Common eDiscovery Questions
eDiscovery Series - Federal Bar Association, Western Pennsylvania Chapter, Pittsburgh, PA
December 9, 2010
2010: A Sanctions Odyssey
7th Annual Georgetown Law Advanced eDiscovery Institute, Washington, DC
November 19, 2010
eDiscovery Team Building: Do You Need National eDiscovery Counsel
Masters Conference, Washington, D.C.
October 4, 2010
Real ECA and Risk Analysis
eDiscovery for the Corporate Market - Executive Counsel Institute, New York, NY
July 13, 2010
Effective Cost and Risk Containment Steps
eDiscovery for the Corporate Market - Executive Counsel Institute, New York, NY
July 12, 2010
Zubulake Revisited: The Impact of the Pension Committee Decision on Data Preservation, Collection, Review and Production
Washington, D.C.
June 2, 2010
The Future of Employment Law Class Actions
The 2010 Executive Employer® Conference, Phoenix, AZ
April 9, 2010
How Corporations Can Operate Most Effectively with Outside Counsel
LegalTech® XXIX, New York, NY
February 2, 2010
Achieving a Cost-Efficient, Defensible Document Review
LegalTech® XXIX, New York, NY
February 2, 2010
Data Retention Plans and Early Case Assessment Technology – Moving Towards a More Effective System In-House
LegalTech® XXIX, New York, NY
February 1, 2010
eDiscovery and EPLI: Overcoming the Challenges Associated with the Preservation and Production of Electronically Stored Information and Incorporating eDiscovery into EPLI Cases
15th Annual Conference on Employment Practices Liability Insurance - American Conference Institute, New York, NY
January 26, 2010
How Much Horsepower Do You Really Need? Proportionality Wins the Race
13th Annual Electronic Discovery and Records Retention Conference - Thompson Reuters, New York / Chicago / San Francisco
October/November/December 2009
Retrospective Analysis of Critical Cases and How to Manage Your Risk
13th Annual Electronic Discovery and Records Retention Conference - Thompson Reuters, New York / Chicago / San Francisco
October/November/December 2009
eDiscovery Roundtable
American Lawyer Media
November 16, 2009
Controlling eDiscovery Costs in Smaller Stakes Litigation
6th Annual Georgetown Law Advanced eDiscovery Institute, Washington, DC
November 12, 2009
eDiscovery in Employment Litigation: Best Practices to Avoid Sanctions and Penalties
National Teleconference - Strafford Publications
October 13, 2009
Managing the Data Deluge: eDiscovery Issues in Labor Class Actions
Employment Class Actions Conference - Law Seminars International, San Francisco, CA
July 28, 2009
Digital Dangers: Recent Developments and Trends
The Boston Employer Conference, Dedham, MA
June 24, 2009
eDiscovery and Privacy: How Domestic and Global Employers Can Manage the Ultimate 'Catch 22,'
Practical Privacy Series - International Association of Privacy Professionals (IAPP), Santa Clara, CA
June 18, 2009
Preventing Your Intellectual Property from RIFfing out the Door
Association of Corporate Counsel, DELVACCA Chapter, Philadelphia, PA
May 15, 2009
Cost Containment in the New, Billion Dollar World of eDiscovery
The 2009 Executive Employer® Conference, Phoenix, AZ
April 24, 2009
Digital Dangers: Recent eDiscovery Developments and Trends
Portland Open House
Littler Mendelson, Portland, OR
February 20, 2009
eDiscovery in Employment Litigation: Best Practices to Avoid Sanctions and Penalties
National Teleconference - Strafford Publications
February 18, 2009
Identifying and Working with Special Masters, Neutral Experts and Expert Witnesses
12th Annual Electronic Discovery and Records Retention Conference - West Legalworks, New York and San Francisco
October and December 2008
eDiscovery From the Corporate Side: Challenges and Solutions
5th Annual Georgetown Law Advanced eDiscovery Institute, Arlington, VA
November 19, 2008
Digital Dangers: Recent Developments and Trends
The Ohio Employer Conference, Cleveland, OH
October 30, 2008
Cross-Border Data Transfer: An International 'Catch 22'
Global Employer® Institute, Washington, D.C.
October 25, 2008
Digital Dangers: Recent eDiscovery Developments and Trends, Littler Briefing
October 2, 2008
eDiscovery in Employment Litigation: Best Practices to Avoid Sanctions and Penalties
National Teleconference - Strafford Publications
July 29, 2008
Digital Dangers: Recent eDiscovery Developments and Trends, Littler Briefing
May 21, 2008
Digital Dangers: Recent Developments and Trends
Littler Briefing, Las Vegas, NV
May 14, 2008
Complying with Your eDiscovery Requests: Tips to Make Your Life Easier
14th Annual Employment Law Institute - Pennsylvania Bar Institute, Philadelphia, PA
April 18, 2008
Digital Discovery Dangers: The e-Trail from the Boardroom to the Courtroom
The 2008 Executive Employer® Conference, Phoenix, AZ
April 11, 2008
EEOC Class Actions - A Developing Trend
The 2008 Executive Employer® Conference, Phoenix, AZ
April 10, 2008
Current Trends in U.S. and European eDiscovery
2008 Privacy Summit - International Association of Privacy Professionals, Washington D.C.
March 28, 2008
The eDiscovery Battleground
Class Action Summit - Littler Mendelson, Laguna Beach, CA
March 6, 2008
Views From The Top - eDiscovery
CIO Forum Annual Conference - Healthcare Information and Management Systems Society (HIMSS), Orlando, FL
February 26, 2008
Emerging Technology Trends - Advanced Analytics and Linguistic Technologies
LegalTech®, New York, NY
February 6, 2008
eDiscovery in Employment Litigation: Best Practices to Avoid Sanctions and Penalties
National Teleconference - Strafford Publications
January 31, 2008
Processing: Identifying Variables, Assessing Options
11th Annual Electronic Discovery and Records Retention Conference - West Legalworks, San Francisco, CA
December 13-14, 2007
Top Ten Steps To Enforcing A Restrictive Covenant
13th Annual Business Lawyers' Institute - Pennsylvania Bar Institute, Philadelphia, PA
October 18, 2007
Electronic Discovery Changes - Federal & State Practice for the Criminal & Civil Attorney
2007 Bucks County Bench Bar Conference, Baltimore, MD
October 5, 2007
Gunfight at the OK Corral - Dispute Resolution Clauses in Agreements: Drafting Tips and Practical Considerations
2007 Bench-Bar Conference - Philadelphia Bar Association, Atlantic City, NJ
September 28, 2007
The e-Trail from the Boardroom to the Courtroom: the New Electronic Discovery Amendments to the Federal Rules of Civil Procedure
12th Annual Business Lawyers’ Institute of the Pennsylvania Bar Institute
November 2, 2006
An Overview of the New Electronic Discovery Amendments to the Federal Rules of Civil Procedure, Lecturer
The Philadelphia Federal Courts Committee, Philadelphia, PA
November 2006
Lessons Learned From an eDiscovery Sanction, With a Look Forward to the New Federal Rules of eDiscovery
12th Annual Business Lawyers' Institute - Pennsylvania Bar Institute, Philadelphia, PA
November 2006
Guarding the Crown Jewels: A Litigation Perspective
Information Security, Trade Secrets and Intellectual Property Symposium - Association of Corporate Counsel, DELVACCA Chapter, Conshohocken, PA
January 19, 2006
The Andersen Case, Lessons of the Fall
Civil Litigation Section Retreat - Pennsylvania Bar Association, Gettysburg, PA
April 2004
The New Sarbanes-Oxley Act of 2002
Annual Ethics Program - Association of Corporate Counsel, DELVACCA Chapter, Philadelphia, PA
May 2003
Ethics Potpourri
Pennsylvania Bar Institute - Philadelphia, PA
April 2003
The Andersen Case, Lessons of the Fall
8th Annual Business Lawyers' Institute - Pennsylvania Bar Institute, Philadelphia, PA
October 2002
The New Sarbanes-Oxley Act of 2002
Annual Ethics Program - Association of Corporate Counsel, DELVACCA Chapter, Conshohocken, PA
October 2002