Symposium 9.0

2017 Agenda

Tuesday, May 2, 2017

*The Symposium typically offers 7.0 to 8.25 hours of general CLE credit.

11:00 a.m.    Registration Opens / Lunch available at 11:30

12:15 p.m.    Opening Remarks from Vince Verna, CEO, Counsel On Call


12:30 p.m.    Applying Federal E-Discovery Rules, One Year Later 

Judge Andrew J. Peck with Susan Hammond (The Redstone Initiative)

In this "fireside chat," Judge Peck and Susan Hammond will discuss the perspective from the bench one year after the new rules came into effect, discuss new rules and anticipated issues, and welcome questions from the audience. 

1:30 p.m.       eDiscovery and the Impact of Microsoft Office 365

Diane Barry (Deputy General Counsel, Massachusetts Department of Health)

Joe Ponder (VP - Information Governance, LifePoint Health)

Barbara Squires (eDiscovery Manager, The Home Depot)

Many companies have either implemented, are implementing or plan to implement Office 365. This session will look at the implications for collection, preservation and eDiscovery from those who have familiarity with the platform.


2:30 p.m.       Break

2:45 p.m.       Discovery Snapshots

Separate, micro presentations from senior in-house leaders on their litigation profiles, lessons learned and/or best practices.

1: Jennifer Fease (Associate General Counsel, Equifax)

2: Kady von Schoeler (Assistant Vice President & Counsel, Mass Mutual)

3: Jonathan Head (Senior VP & Chief Legal Officer, Balfour Beatty)

4: Sedona Conference Training Kit on FRCP Amendments/Case Law: Susan Hammond

3:15 p.m.       Managing Outside Counsel: Cost, Control, Consistency

Bonnie Kennedy (eDiscovery Manager, Delta Air Lines)

Mindy McPheeters (Employment Attorney, Spirit Aerosystems)

Michelle Norman (eDiscovery Manager, Cox Enterprises)

Guidance from three in-house departments who have recently enacted new outside counsel guidelines, found new ways to achieve quality improvements, cost savings and predictability, and gained more control over their security and processes.


4:15 p.m.       Machine Learning and eDiscovery in the Real World

David Ayliffe (Senior Attorney, Tennessee Valley Authority)

Tricia Roelofs (Attorney, Tennessee Valley Authority)

Clinton Sanko (Baker Donelson / LeanDiscovery)

Jessica Watts (Discovery Counsel, DXC Technology)

The use of machine learning to make eDiscovery reviews more efficient has been well-established by the judiciary as an acceptable practice. This session will discuss machine learning and its uses and look at areas in which the technology is making waves … and still has challenges. Our panelists have different perspectives as users of a diverse set of tools and will provide good tips and overviews regarding practical applications, results and areas of need.


5:30 to 7:00 pm CT: Cocktail reception at ONE on Cannery Row, 1 Cannery Row, Nashville, TN 37203

7:00 to 10:00 pm CT: Dinner and songwriters night at ONE on Cannery Row

Joining us this year are Rodney Clawson and Nicolle Galyon!


Gruver, Texas-native Rodney Clawson landed his first #1 in 2006 hit with “Why,” recorded by Jason Aldean followed by another #1, “Lost In This Moment,” recorded by Big and Rich. At the 2013 ASCAP Awards, his song “Drunk On You” (recorded by Luke Bryan) was named Country Song of the Year. That same year, Rodney was awarded NSAI Songwriter of the Year, and one month later he was awarded BMI Songwriter of the Year and nominated for ACM Songwriter of the Year. He has since written songs recorded by George Strait, Blake Shelton, Luke Bryan, Kenny Chesney, Lady Antebellum, Tim McGraw, just to name a few. He's had 24 songs peak at #1, with Luke Bryan's "Fast" being the most recent.


Nicolle Galyon moved to Nashville from Sterling, Kansas to attend Belmont University, and signed a publishing deal with Warmer/Chappell Nashville soon after graduating. Galyon earned her first #1 song with "We Were Us" performed by Keith Urban and Miranda Lambert. With cowriters Miranda Lambert and Natalie Hemby, Galyon won 2015 ACM's "Song of the Year," and the 2014 CMA's single of the year for the Miranda Lambert performed hit song "Automatic." Nicolle has also had songs recorded by RaeLynn, Dan + Shay, Kenny Chesney and others.


Rodney and Nicolle are married and live in Nashville.


ONE is a venue located in Nashville's historic Cannery building. Built in 1883, the Cannery was originally a flour mill and later a place to grind coffee. The building earned its name when the Dale Food company bought it in 1957 and began processing food (jams, jellies, mustard, mayonnaise, peanut butter, etc.) eventually opening a restaurant called “The Cannery” in the early 1970s. The building housed a country music theatre in the late 70s and evolved into one of Nashville’s primary music venues in the 80s and early 90s. An impressive list of artists has played shows at one of the building's four concert venues.


Wednesday, May 3, 2017

8:00 a.m.       Breakfast available outside of The Gulch meeting space

9:00 a.m.       Day 2 Keynote: Cybersecurity – Scaring You To Prepare

Ryan Hammer (Sr. Director, Global Security Operations, Asurion)

Susan Jackson (Associate Counsel, Novelis)

Outlining the cybersecurity landscape, sharing war stories, how (if?) recent activities have changed company behavior, and citing ways companies can prepare.

10:15 a.m.      Breakout A

Option 1: Data Lifecycle Governance – Domestic and International

Carrie Fowler (SVP, Assistant General Counsel, Regions Bank)

Chris Javillonar (General Counsel, Permobil)


There is a lot of change coming in international privacy regulation and on the law firm security scene that needs to leverage new tech (like auto-classification and auto-redact) and enhanced data protection processes (data mapping, asset management, content inventories, chain of custody, destruction certs).

Option 2: Beyond the Matter: Driving Transformative Change Within Your Legal Environment

Deirdra Glover (Conserte Management Consulting)

Are your clients and business partners imploring your teams to change HOW you work? Do you have more and more projects that compete with your team's focus on the day to day work of providing excellent legal services? Have any of those projects failed to realize the benefits you expected when you chose to make the investment? As technology optimization becomes an increasingly significant part of accessing the data and insights needed to drive decisions, corporate legal teams are facing the need to integrate sound change principles into their normal modes of work. This session will discuss tools and techniques to introduce and sustain transformative change... which are no longer a nice to have, but an imperative to navigate the expanding landscape of in-house counsel.

11:15 a.m.       Breakout B

Option 1: Business Analytics/Intelligence and Litigation Management

Leanne Juneau (Attorney, Regions Bank)


Good metrics help the decision-making process become more straightforward and identify ways discovery practitioners can provide more ROI to their companies.

Option 2: Repositioning the Legal Department as a Partner to Drive Corporate Revenue

Vivek Hatti (Avis Budget Group)


A white-board discussion surrounding the law department as a value center, not simply a cost center, and how legal contributes to the company's business, strategic priorities and revenue growth with 'legal business champions' in hybrid organizational models. We'll discuss different corporate structures, and especially how shared services lawyers are tasked with business knowledge management and specialty initiatives that are common across the enterprise.

12:15 p.m.       Wrap-Up and Symposium End

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