April 21

(12pm CT)  Lunch and Welcome: Jane Allen, Chairman and Founder, Counsel On Call   
Keynote Address: Disruption in the Legal Profession and the Ramifications for You
Vince Verna, Chief Executive Officer, Counsel On Call


(1-2pm)  Managing Change, From Partners to People to Process


Everett New (Counsel, Nissan North America / Nissan Motor Acceptance)
Megan Smale (Associate General Counsel, Sabre GLBL Inc.)
Kristen Weathersby (VP & Chief Litigation Officer, Cox Communications)
Moderator: Scott Smith (Counsel On Call)


This panel of senior decision-makers will dive into specifics on how people channel a vision into decisions that can be implemented about the law firms they work with, the people involved in a discovery matter (both internally and externally), the rationale behind the purchase or lease of technology, and who develops the process framework.

(2-2:20pm)  Discovery Work Snapshots


These 10-minute sessions are micro-presentations about a company’s litigation profile, how it handles discovery and the process it has developed, and best practices and lessons learned via specific examples and experiences. 

Snapshot 1: Camille Penniman (Corporate Counsel, Raising Cane's)

(2:30-3:20pm)  Broadening the "Big Data" Model


Jay Bressler (Assistant General Counsel, SCANA)
Heather Kolasinsky (Legal Counsel, Humana)
Beth Dunning (Technical Project Manager, Counsel On Call)
Moderator: Eric Schultenover (Counsel On Call)


Utilizing the principles formed in the e-discovery realm, senior leaders are disaggregating their legal work in areas from transactions to employment matters. This group will discuss how they identified the areas of need and implemented processes, and how they reuse data and the results they have achieved to date.


(3:25-4:15pm)  From Metrics to Business Intelligence: Quantifying Success


Marty Mazzone (Senior VP and Deputy General Counsel, Fidelity Investments)
Preston Shoemake (eDiscovery and Forensics Operations Manager, Regions Financial)
Jonathan Sharpley (Sr. Attorney + Legal Process Engineer, Counsel On Call)


Corporate counsel are expected to understand the business impact of e-discovery and advocate to minimize that burden. Strategic discovery program initiatives and case management decisions can be both objectively and transparently supported by metrics. Benchmarks and run rates can make the business case for resource allocation and staffing decisions, provide increasingly accurate expense forecasting, recommend strategic process change and measure service provider performance. The comparison of those benchmarks across peer groups can identify reasonable efficiency standards, as well as advise EDRM process model improvements. This panel will offer insight into the development of those key metrics and considerations in the application of business intelligence for e-discovery.

(4:15-4:35pm)  Discovery Snapshots

Snapshot 2: Carrie Fowler (Regions Financial) -- Overview of the 'Boot Camp' Regions held
Snapshot 3: Trisha Smith (Senior eDiscovery Project Manager, UnitedHealth Group) 


(4:35-5:20pm)  Utilizing Information Governance for Optimal Results


Michael Lisi (Director, Litigation Support, Fidelity Investments)
Scott Veenendall (Senior eDiscovery Project Manager, UnitedHealth Group)
Jessica Watts (Associate General Counsel -- E-Discovery, Hewlett-Packard)
Moderator: John Koss (Counsel On Call)


Corporate information governance (IG) initiatives can range from adherence to privacy laws to managing social media and the flow of data within a company, among other things. Many of these issues overlap with e-discovery challenges. What are some of the best practices when looking at how to do this? Which of your legal partners should be involved? How does the communications chain change, or does it? What other factors need to be considered?


5:30pm   Cocktail reception: First-level atrium at the Hilton Downtown Nashville

7:00pm   Depart for dinner/entertainment at Acme Feed & Seed


Entertainment at Acme:

Chris DeStefano is a Grammy Award winning singer/songwriter, record producer, and multi-instrumentalist. As a songwriter, he has multiple No. 1 songs with artists Carrie Underwood (“Good Girl”), Billy Currington (“Hey Girl”), Brett Eldredge (“Don't Ya”), Luke Bryan (“That's My Kind of Night”), Miranda Lambert & Carrie Underwood (“Somethin' Bad’), Rascal Flatts (“Rewind”), and Jason Aldean (“Just Gettin' Started”). He also co-wrote the Carrie Underwood, seven-week, No. 1 song “Something in the Water,” the third longest-running female No. 1 Hot Country song in chart history.


JT Harding co-wrote country No. 1 songs “Somewhere With You” by Kenny Chesney and “Alone With You” by Jake Owen, and “Smile” by Uncle Kracker. His recent cuts include “Somewhere In My Car” by Keith Urban, “Closer Tonight” by Billy Currington, “When The World Breaks Your Heart” by Goo Goo Dolls. He has also written songs recorded by Five For Fighting, Matt Nathanson, and Rascal Flatts.


April 22

(9-10am)  The Next Steps in Technology Deployment and Attorney Interaction


Susan Hammond (AGC/SVP Records Administration, Regions Financial Corp.)
John Tredennick (Founder + CEO, Catalyst Repository Systems)
Richard Stout (Director, Managed Services Division, Counsel On Call)


Technology-Assisted Review (TAR) can be intimidating, but with its potential effectiveness needs to be more widely utilized. This session will discuss TAR protocols and focus on newer methods to quickly identify responsive documents, such as Continuous Active Learning, as well as the vital role of attorneys and how to reduce review costs. 

(10:00-11:00am)  Data Breaches, Cybersecurity and Privacy Rule the Day


Kevin McGraw (Associate General Counsel, Protection One)
Kim-An Hernandez (Senior E-Discovery Counsel, International Paper)
Sandy Brown (Senior Attorney + Legal Knowledge Engineer, Counsel On Call)


"Data breach" is a phrase in-house departments are becoming all too familiar with, unfortunately. This panel will discuss recent events and the steps corporations are taking to avoid breaches in the future, or at least how to be better prepared to handle these sensitive and complex issues based on lessons learned.

Breakout Sessions (11:30-12:30)


(TRACK 1) Procurement and Legal: It Doesn’t Have to be a “Versus” Relationship

Lynne Miller (Senior Counsel, Procter & Gamble); Michael Parran (Litigation Counsel, Biogen)


The legal and procurement departments work together on an increasingly frequent basis… but often are at odds over what is important. This session will address how these departments can function efficiently and effectively together.

(TRACK 2)  New Developments in Legal Holds / Processes

Christie Laird (VP & Sr. Litigation Counsel, Comdata); Christina Isbell (Sr. Litigation Paralegal, Corizon Health)

A discussion on building good processes and templates (and how to implement them) and how new developments in technology are providing more options to in-house departments.

2015 Agenda

The 2015 event was focused on discovery and large data topics.

©2020 by Legility


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