2020 eDiscovery Negotiation Training: Practical Cooperative Strategies
The 2020 eDiscovery Negotiation Training: Practical Cooperative Strategies was a specialized program designed to enhance participants' skills in negotiating eDiscovery processes. Organized by The Sedona Conference Institute, the event took place on February 12-13, 2020, at the offices of Paul Weiss in New York, NY. This training aimed to equip legal professionals with effective strategies to collaborate with opposing counsel, ensuring efficient and cost-effective fact-finding while minimizing disputes, in line with Rule 1 of the Federal Rules of Civil Procedure and attorneys' ethical obligations.
The program featured a highly participatory format, utilizing a litigation hypothetical, faculty demonstrations, and mock negotiation and hearing exercises. Participants engaged in three mock Rule 26(f) conferences focusing on the scope of discovery, preservation, form of production, privilege, and social media. Additionally, some attendees had the opportunity to participate in a mock Rule 16(b) case management conference, presided over by judicial faculty members. The experienced faculty, comprising veteran trial lawyers, eDiscovery experts, and judges, provided valuable critiques and facilitated discussions to enhance the attendees' negotiation skills.
Notable faculty members included Hon. Stewart D. Aaron, U.S. Magistrate Judge for the Southern District of New York; Hon. Maria A. Audero, U.S. Magistrate Judge for the Central District of California; and Chris Boehning, partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP. Their combined expertise offered attendees diverse perspectives and insights into effective eDiscovery negotiation practices.
This training was particularly beneficial for legal professionals involved in litigation, including in-house counsel, outside counsel, and eDiscovery specialists. By participating, attendees gained practical skills to navigate eDiscovery negotiations more effectively, fostering cooperation and reducing conflicts in the discovery process.
Speakers(29)
Adam Rubinger
Chief Client Experience Officer at HaystackID, LLC
Adam is the Chief Client Experience Officer at HaystackID, LLC, where he focuses on e-discovery and information governance. He has extensive experience advising clients on e-discovery strategies, data preservation, and compliance with legal and regulatory requirements. Adam is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Amy E. Sellars
Senior Counsel at Gunster
Amy is Senior Counsel at Gunster, where she focuses on e-discovery and information governance. She has extensive experience advising clients on e-discovery strategies, data preservation, and compliance with legal and regulatory requirements. Amy is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Annika K. Martin
Partner at Lieff Cabraser Heimann & Bernstein
Annika is a partner at Lieff Cabraser Heimann & Bernstein, where she focuses on complex litigation and e-discovery. She has extensive experience advising clients on e-discovery strategies, data preservation, and compliance with legal and regulatory requirements. Annika is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Chris Boehning
Partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Chris is a partner in the Litigation Department at Paul, Weiss, Rifkind, Wharton & Garrison LLP. His practice covers international arbitrations, complex commercial and civil litigation matters, insurance counseling and litigation, criminal, civil and other regulatory inquiries, and internal investigations. Chris has more than 20 years of regulatory and civil litigation experience representing leading financial institutions and a variety of other global companies in high-stakes matters. He has also represented companies, and their executives, in investigations and related litigation before a wide range of state and federal regulators and enforcement bodies. Chris is regarded as an expert on e-discovery issues and has spoken at numerous conferences and seminars on such issues. Chris has served as an adjunct professor at the University of Michigan Law School where he lectured on litigation strategy and e-discovery. He is a regular contributor to The New York Law Journal’s Technology column on the topic, and is an ongoing participant in The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and The Sedona Conference Working Group 6 on International Electronic Information Management, Discovery and Disclosure (WG6).
David Moncure
Senior Counsel at Mullen Coughlin
David is Senior Counsel at Mullen Coughlin, where he focuses on data privacy and e-discovery. He has extensive experience advising clients on e-discovery strategies, data preservation, and compliance with legal and regulatory requirements. David is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Edward Jacobs
Partner at BakerHostetler
Edward is a partner at BakerHostetler, where he focuses on complex commercial litigation and e-discovery. He has extensive experience advising clients on e-discovery strategies, data preservation, and compliance with legal and regulatory requirements. Edward is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Eric Butler Evans
Counsel at Mayer Brown LLP
Eric is Counsel at Mayer Brown LLP, where he focuses on e-discovery and information governance. He has extensive experience advising clients on e-discovery strategies, data preservation, and compliance with legal and regulatory requirements. Eric is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Gail Gottehrer
Founder at Law Office of Gail Gottehrer LLC
Gail is the founder of the Law Office of Gail Gottehrer LLC, where she focuses on emerging technologies and their impact on the law. She has extensive experience advising clients on e-discovery, data privacy, and information governance. Gail is a frequent speaker and author on topics related to technology and the law and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Heather Kolasinsky
Senior Counsel at Humana
Heather is Senior Counsel at Humana, where she focuses on e-discovery and information governance. She has extensive experience advising clients on e-discovery strategies, data preservation, and compliance with legal and regulatory requirements. Heather is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Hon. Andrew J. Peck (Ret.)
Senior Counsel at DLA Piper
Judge Peck served as a U.S. Magistrate Judge in the Southern District of New York from 1995 to 2018. During his tenure, he authored numerous influential opinions on e-discovery and information governance. After retiring from the bench, Judge Peck joined DLA Piper as Senior Counsel, where he focuses on e-discovery and information governance. He is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Hon. James C. Francis (ret.)
Mediator and Arbitrator at JAMS
Judge Francis served as a U.S. Magistrate Judge in the Southern District of New York from 1985 to 2017. During his tenure, he authored numerous influential opinions on e-discovery and information governance. After retiring from the bench, Judge Francis joined JAMS as a mediator and arbitrator, where he focuses on resolving complex commercial disputes, including those involving e-discovery issues. He is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Hon. Katharine H. Parker
U.S. Magistrate Judge at U.S. District Court, Southern District of New York
Judge Parker was sworn in as a U.S. Magistrate Judge in the U.S. District Court for the Southern District of New York in 2016. Prior to joining the Court, she was a partner at Proskauer Rose LLP, where she focused on employment law and litigation. Judge Parker has extensive experience in complex litigation and has been involved in numerous high-profile cases. She is a frequent speaker and author on topics related to the judiciary and the law and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Hon. Lisa Margaret Smith
U.S. Magistrate Judge at U.S. District Court, Southern District of New York
Judge Smith was sworn in as a U.S. Magistrate Judge in the U.S. District Court for the Southern District of New York in 1995. Prior to joining the Court, she served as an Assistant U.S. Attorney in the Southern District of New York. Judge Smith has extensive experience in complex litigation and has been involved in numerous high-profile cases. She is a frequent speaker and author on topics related to the judiciary and the law and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Hon. Maria A. Audero
U.S. Magistrate Judge at U.S. District Court, Central District of California
Maria A. Audero was appointed as a U.S. Magistrate Judge in 2018. Prior to her appointment, Judge Audero was an employment law litigation partner at Paul Hastings LLP and co-chair of the firm’s Los Angeles Employment Law Department. During her practice at Paul Hastings, Judge Audero served as Judge Pro Tem for the Los Angeles Superior Court and was appointed by Governor Edmund G. Brown as Commissioner of the California Fair Political Practices Commission. Judge Audero was co-chair of the American Bar Association's Section of Labor and Employment Law Committee on Federal Labor Standards Legislation – Family and Medical Leave Act and was Editor-in-Chief of the annual Mid-Winter Report. She also sat as Chair of the Board of Directors of the Employment Round Table of Southern California. Judge Audero is a former member and advisor of the Executive Committee of the California Bar Association’s Labor & Employment Law Section. Judge Audero received her undergraduate degree from U.C.L.A. and her J.D. degree from Southwestern University School of Law, serving as Associate Editor of its law review and graduating magna cum laude.
Hon. Ona T. Wang
U.S. Magistrate Judge at U.S. District Court, Southern District of New York
Judge Wang was sworn in as a U.S. Magistrate Judge in the U.S. District Court for the Southern District of New York in 2018. Prior to joining the Court, she was a partner at BakerHostetler, where she focused on complex commercial litigation and e-discovery. Judge Wang has extensive experience in complex litigation and has been involved in numerous high-profile cases. She is a frequent speaker and author on topics related to the judiciary and the law and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Hon. Stewart D. Aaron
U.S. Magistrate Judge at U.S. District Court, Southern District of New York
Judge Aaron was sworn in as a U.S. Magistrate Judge in the U.S. District Court for the Southern District of New York on December 1, 2017. Before joining the Court, he was a partner at Arnold & Porter LLP, where he served as the Managing Partner of the New York Office (2012-2015) and the Administrative Partner of the New York Office (2005-2012). Judge Aaron had litigated commercial and civil rights cases in federal and state court, as well as other tribunals, for over 30 years. He is a past President of the New York County Lawyers Association, and currently serves as President of the New York American Inn of Court. Judge Aaron also has served on the Board of Directors of the Legal Aid Society. He graduated summa cum laude from Syracuse University College of Law, and received his Bachelor of Science from Cornell University.
Hon. Tanya R. Kennedy
Associate Justice at Appellate Division, First Department, Supreme Court of the State of New York
Justice Kennedy serves as an Associate Justice of the Appellate Division, First Department, Supreme Court of the State of New York. Prior to her appointment to the Appellate Division, she served as a Justice of the Supreme Court, New York County, and as a Judge of the Civil Court of the City of New York. Justice Kennedy is a frequent speaker and author on topics related to the judiciary and the law and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Jeannine M. Kenney
Partner at Hausfeld
Jeannine is a partner at Hausfeld, where she focuses on antitrust litigation and e-discovery. She has extensive experience advising clients on e-discovery strategies, data preservation, and compliance with legal and regulatory requirements. Jeannine is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Jonathan Monheit
Senior Attorney at Microsoft
Jonathan is a Senior Attorney at Microsoft, where he focuses on e-discovery and information governance. He has extensive experience advising clients on e-discovery strategies, data preservation, and compliance with legal and regulatory requirements. Jonathan is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Joseph A. Tate
Partner at Barnes & Thornburg
Joseph is a partner at Barnes & Thornburg, where he focuses on complex commercial litigation and e-discovery. He has extensive experience advising clients on e-discovery strategies, data preservation, and compliance with legal and regulatory requirements. Joseph is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Julia Brickell
Executive Managing Director and General Counsel at H5
Julia is Executive Managing Director and General Counsel at H5, a company specializing in e-discovery and information retrieval. She has extensive experience in complex litigation and has been involved in numerous high-profile cases. Julia is a frequent speaker and author on topics related to e-discovery and information governance. She is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Karen E. Keller
Partner at Shaw Keller LLP
Karen is a partner at Shaw Keller LLP, where she focuses on intellectual property litigation and e-discovery. She has extensive experience advising clients on e-discovery strategies, data preservation, and compliance with legal and regulatory requirements. Karen is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Matt Cohen
Director of E-Discovery Services at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Matt is the Director of E-Discovery Services at Paul, Weiss, Rifkind, Wharton & Garrison LLP. In this role, he oversees the firm's e-discovery operations, including the development and implementation of e-discovery strategies and technologies. Matt has extensive experience in managing complex e-discovery projects and has been instrumental in developing best practices for the firm. He is a frequent speaker on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Maureen O’Neill
Senior Vice President at Consilio
Maureen is Senior Vice President at Consilio, where she focuses on e-discovery and information governance. She has extensive experience advising clients on e-discovery strategies, data preservation, and compliance with legal and regulatory requirements. Maureen is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Megan E. Jones
Partner at Hausfeld
Megan is a partner at Hausfeld, where she focuses on antitrust litigation and e-discovery. She has extensive experience advising clients on e-discovery strategies, data preservation, and compliance with legal and regulatory requirements. Megan is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Mike Trahar
Managing Director at Forensic Risk Alliance
Mike is a Managing Director at Forensic Risk Alliance, where he focuses on e-discovery and information governance. He has extensive experience advising clients on e-discovery strategies, data preservation, and compliance with legal and regulatory requirements. Mike is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Rose J. Jones
Partner at King & Spalding
Rose is a partner at King & Spalding, where she focuses on complex commercial litigation and e-discovery. She has extensive experience advising clients on e-discovery strategies, data preservation, and compliance with legal and regulatory requirements. Rose is a frequent speaker and author on e-discovery topics and is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1).
Ross Gotler
E-Discovery Counsel at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Ross is E-Discovery Counsel at Paul, Weiss, Rifkind, Wharton & Garrison LLP. In his role, Ross advises the firm’s lawyers and clients on e-discovery law, rules, technology, and practice and has done so in a wide variety of complex litigations and regulatory investigations. Certified as a CIPP/E and CIPM, Ross also provides guidance on international data privacy issues in the context of cross-border discovery. As the firm’s senior director managing e-discovery services, Ross oversees the firm's e-discovery analytics, project management, and technology teams. Ross is a frequent author and speaker on e-discovery topics and is an active member of The Sedona Conference and its working groups on the topics of Electronic Document Retention and Production (WG1) and International Electronic Information Management, Discovery and Disclosure (WG6).
Stacey Ellen Blaustein
Senior Attorney at IBM
Stacey is a Senior Attorney in the Corporate Litigation Department of IBM Corporation, where she manages all aspects of E-Discovery, including E-Discovery in international and domestic cases, setting policies and processes, and ensuring compliance with best practices. She is integrally involved in Cross-Border Discovery and Data Privacy issues, such as GDPR implementation for Corporate Litigation and the effect of GDPR on Records Management. Stacey handles third party (non-IP) subpoena practice and aspects of regulatory requests. Before joining IBM, she practiced for more than eighteen years as a securities litigation attorney. She is an active member of The Sedona Conference Working Group 6 on International Electronic Information Management, Discovery and Disclosure (WG6), a member of the Electronic Discovery Institute Faculty, and served on the Planning Board for the ABA TechShow. Stacey is a graduate of Barnard College of Columbia University, and the Emory University School of Law.
Event Details
- Date
- February 12-13, 2020
- 2 days
- Location
- 🇺🇸 New York, United States
- Offices of Paul Weiss
- Audience
- Legal professionals involved in litigation, including in-house counsel, outside counsel, and eDiscovery specialists.