Symposium 10.0

2018 Agenda

2018 Agenda: Day 1

11:00 a.m. CDT

Registration opens outside of Vista Ballroom (6th Floor)

11:30 a.m.

Buffet lunch available

Noon - Vista Ballroom

Keynote: “New Technology and the Goo that Holds It Together”
Steve Watson, Chief Technology Officer, VTO Labs

World-renowned preservation and collections expert Steve Watson will offer his review of emerging technologies, cybersecurity takeaways and a look behind the scenes of ever-present application programming interfaces (APIs), databases and ‘decoder rings.’ Watson’s plainspoken manner allows audiences to grasp complex technologies in ways they previously did not understand.

Watson has had a distinguished career of litigation, investigations and cybersecurity leadership at Intel Corporation before leaving to launch VTO Labs in 2016. VTO Labs is a firm focused on the most challenging issues in data preservation and data security. His company supports governments, law enforcement agencies and corporations around the world with leading research in this field. When you don’t know how to find the data, Watson is the person to find.

1:00 p.m.

Corporate Governance & Compliance in a "Black Mirror" World

Richard Kessler (Director, Cyber Security Services - KPMG)
Jason R. Baron (Of Counsel, IG and eDiscovery Group - Drinker Biddle & Reath)

Black Mirror is an Emmy Award-Winning British anthology TV series that explores near-term techno dystopias. How close are we to living and working in a Black Mirror world? And what should we do about it as corporate officers, lawyers, and as individuals? In this lively, interactive session, we will explore the "creepier" aspects of the coming world of AI and will discuss the legal and ethics issues that we may soon all be facing.

2:00 p.m.

Using IG and Defensible Deletion to Drive Down Costs

Todd Fulks (Associate General Counsel - Clayton Homes)

Norman Jetmundsen (Associate General Counsel - Vulcan Materials)

Jason Shelton (Director, Information Governance - LifePoint Health)

Corporations face ominous tasks in managing exponentially increasing data volumes, merging legacy platforms with data inherited from acquired companies, and creating protocols to easily access data and delete information that’s no longer needed. These in-house leaders will discuss the programs they’ve implemented that have successfully reduced storage costs and risk by millions of dollars.

3:00 p.m. -- BREAK

3:10 p.m.

Discovery Snapshots - Micro Presentations on Best Practices

Snapshot 1: Margie Kupsik (Senior Litigation Paralegal, Johnson Controls, Inc.)

Snapshot 2: Lisa Cain (Senior Counsel, Humana) - “A Blitz to Beat Class Certification”

Snapshot 3: Kathy Young & Patricia Kim (Micro Focus International)

3:30 p.m.

The Growing Influence of Legal Operations

Meredith Griffith (VP, Associate General Counsel - Asurion)
Elizabeth Way (Senior Director, Operations - Change Healthcare)

Legal Operations has become the hub for all things business and legal in recent years – with the purpose of enabling a law department to operate at peak performance. This panel of Legal Ops leaders will discuss the view from their seats, how they are changing their legal departments for the better, and the metrics and tools they utilize to measure success.

4:30 p.m.

AI: Where We’re Using It and How it Applies to Legal

Mia Meloni (Associate General Counsel - Universal Health Services)
Thane Vallette (Associate General Counsel, Discovery - Hewlett-Packard Inc.)

From the intricacies of what the latest technologies can achieve today to actual results of widely deployed platforms to the practical aspects of onboarding new partners and technologies, this session will discuss multiple angles of the computer-assisted world, including eDiscovery applications, investigations, due diligence, compliance and more.

5:30 p.m. 

At the conclusion of today's programming, shuttle buses will be available to our cocktail reception, dinner and entertainment location. Buses will depart at various times starting at 5:45 p.m.

The Listening Room Cafe

618 4th Ave S.

Nashville, TN 37210

Valet parking will be available for those who wish to drive.


7:30 p.m.

Dinner and Singer-Songwriter Night

We are excited to have Jordan Minton, Nick Wayne and Josh Kerr join us this year. These up-and-coming singer-songwriters have collaborated on several songs and individually have worked with Kelsea Ballerini, Thomas Rhett, Dan + Shay, Eric Paslay and Keith Urban, among others. And in Nashville, you never know who might step on the stage!

The evening will conclude at 10:00 p.m.

Day 2 Agenda

9:00am - Vista Ballroom

Process, Protocols and Blueprints: eDiscovery and Beyond

Stacy Cozad / General Counsel and Chief Compliance Officer - Spirit Aerosystems
Lauren Abeyta / Founder & CEO - Ascension Legal


A discussion on leveraging the same principles, workflows, methodologies and technologies within eDiscovery for other pertinent areas of the business, and to accomplish corporate "fact-finding" across multiple departments.


Breakout A:​ The Data Processing Agreement, Chain of Custody and Certification of Data Destruction:
A Practical Post Mortem of the Facebook-Cambridge Analytica Circus

Susan Hammond / Senior Attorney, Enterprise Litigation - USAA

In this breakout session we will explore the extended enterprise information lifecycle management (ILM) process gaps indicated in the Facebook-Cambridge Analytica privacy scandal. We know that the corporate data supply chain is auditable when the data lifecycle and lineage is documented; however, effective controls require that liability for unreported onward transfer and inadequate data management protocols are mitigated through process and documentation. We will brainstorm extended enterprise ILM process gaps in the context of the Facebook-Cambridge Analytica Circus, examine a template extended enterprise ILM process model, discuss which of the key control documents should make what adequate provisions, and how corporate legal risk for extended enterprise ILM can be more effectively controlled through documentation and process improvements.

Breakout B: Office 365 - Successes and Pitfalls (Vista Ballroom)

Kristin Westgard / Deputy GC, Litigation/IP - Koch Industries

Daniel McGuire / IT Infrastructure Engineer - DSi

This session will discuss how companies risk-assess new applications and features, particularly in the O365 context where clients may not have control over what upgrades, features, etc., become available to its users -- and look at security, IP, data privacy, import/export, records management, eDiscovery (preserve/collect) and other compliance factors as part of its risk assessments.



Breakout A:​ GDPR -- Deadline Looming; What We’ve Done, What We’ve Learned

Keikoh Park / SVP, National Director & Global Compliance Counsel - Jones Lang Lasalle (JLL)
Rob Rolfsen / Chief Privacy Officer - Asurion


With the GDPR deadline looming, this session will examine how large challenges have been tackled on short time frames, multiple departments working together, and the best practices that have been emerged from this process that we can potentially take to other matters.

Breakout B: An Inconvenient Truth: Challenges of the Corporate Attorney-Client Privilege (Vista Ballroom)

Todd Presnell / Partner - Bradley Arant


The attorney-client privilege seems simple in the abstract—it protects from disclosure a client’s conversations with her lawyer. But the privilege is anything but simple when applied to corporate entities. Varying jurisdictional standards, subsidiaries and affiliates, Upjohn warnings, consultants, and waiver are just a few of the privilege issues that arise when employees communicate with corporate attorneys. And courts apply a higher privilege standard to in-house lawyers’ communications with corporate representatives. This presentation discusses the privilege challenges and pitfalls facing outside and in-house lawyers on a daily basis.


Return to Vista Ballroom for closing remarks and adjourn

(box lunches available)


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