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 delivering exceptional client service in e-discovery and forensic services. He has extensive experience advising clients on e-discovery strategies, data preservation, and information governance. Adam is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and frequently speaks on e-discovery topics.
Amy E. Sellars
Associate General Counsel at Gunster
Amy is Associate General Counsel at Gunster, where she advises the firm on e-discovery, information governance, and data privacy matters. She has extensive experience managing large-scale e-discovery projects and developing strategies to reduce costs and risks associated with electronic discovery. Amy is a member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and frequently speaks on e-discovery topics.
Annika K. Martin
Partner at Lieff Cabraser Heimann & Bernstein
Annika is a partner at Lieff Cabraser Heimann & Bernstein, specializing in complex litigation and e-discovery. She has extensive experience managing large-scale e-discovery projects and advising clients on information governance and data privacy issues. Annika is a member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and frequently speaks on e-discovery topics.
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
eDiscovery and Privacy Attorney
David is an eDiscovery and Privacy Attorney with extensive experience advising clients on e-discovery strategies, data preservation, and information governance. He has held various roles in law firms and corporations, focusing on complex litigation and regulatory investigations. David is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and has contributed to various publications on e-discovery best practices.
Edward Jacobs
Partner at BakerHostetler
Edward is a partner at BakerHostetler, focusing on complex commercial litigation and e-discovery. He has extensive experience advising clients on e-discovery strategies, data preservation, and information governance. Edward is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and has contributed to various publications on e-discovery best practices.
Eric Butler Evans
Counsel at Mayer Brown LLP
Eric is Counsel at Mayer Brown LLP, focusing on e-discovery, information governance, and data privacy. He has extensive experience advising clients on complex litigation matters and regulatory investigations. Eric is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and has contributed to various publications on e-discovery best practices.
Gail Gottehrer
General Counsel at Fresh Del Monte
Gail is General Counsel at Fresh Del Monte, where she oversees the company's legal affairs, including litigation, compliance, and data privacy matters. She has extensive experience in e-discovery and information governance, having previously served as a partner at a major law firm specializing in technology and data-related issues. Gail is a member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and frequently speaks on topics related to e-discovery and data privacy.
Heather Kolasinsky
Senior Counsel at Humana
Heather is Senior Counsel at Humana, where she advises the company on e-discovery, information governance, and data privacy matters. She has extensive experience managing large-scale e-discovery projects and developing strategies to reduce costs and risks associated with electronic discovery. Heather is a member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and frequently speaks on e-discovery topics.
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 complex litigation matters. After retiring from the bench, he joined DLA Piper as Senior Counsel, specializing in e-discovery and information governance. Judge Peck is a frequent speaker and author on topics related to e-discovery and has been actively involved in The Sedona Conference.
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 opinions on e-discovery and complex litigation matters. After retiring from the bench, he joined JAMS as a mediator and arbitrator, specializing in resolving disputes involving e-discovery, data privacy, and complex commercial litigation. Judge Francis is a frequent speaker and author on topics related to e-discovery and information governance.
Hon. Katharine H. Parker
U.S. Magistrate Judge at U.S. District Court, Southern District of New York
Judge Parker serves as a U.S. Magistrate Judge in the U.S. District Court for the Southern District of New York. Prior to her appointment, she was a partner at a major law firm, specializing in employment law and complex litigation. Judge Parker is an active member of The Sedona Conference and frequently speaks on topics related to e-discovery and information governance.
Hon. Lisa Margaret Smith
U.S. Magistrate Judge at U.S. District Court, Southern District of New York
Judge Smith serves as a U.S. Magistrate Judge in the U.S. District Court for the Southern District of New York. Prior to her appointment, she was an Assistant U.S. Attorney in the Southern District of New York, where she handled a wide range of civil and criminal cases. Judge Smith is an active member of The Sedona Conference and frequently speaks on topics related to e-discovery and information governance.
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 serves as a U.S. Magistrate Judge in the U.S. District Court for the Southern District of New York. Prior to her appointment, she was a partner at a major law firm, specializing in complex commercial litigation and intellectual property disputes. Judge Wang is an active member of The Sedona Conference and frequently speaks on topics related to e-discovery and information governance.
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
Judge 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 Supervising Judge of the Civil Court, New York County. Judge Kennedy is an active member of The Sedona Conference and frequently speaks on topics related to e-discovery and information governance.
Jeannine Kenney
Partner at Hausfeld
Jeannine is a partner at Hausfeld, focusing on antitrust litigation and e-discovery. She has extensive experience managing complex litigation matters and advising clients on e-discovery strategies. Jeannine is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and has contributed to various publications on e-discovery best practices.
Jonathan Monheit
Senior Attorney at Microsoft
Jonathan is a Senior Attorney at Microsoft, where he advises the company on e-discovery, information governance, and data privacy matters. He has extensive experience managing large-scale e-discovery projects and developing strategies to reduce costs and risks associated with electronic discovery. Jonathan is a member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and frequently speaks on e-discovery topics.
Joseph A. Tate
Partner at Barnes & Thornburg
Joseph is a partner at Barnes & Thornburg, focusing on complex commercial litigation and e-discovery. He has extensive experience advising clients on e-discovery strategies, data preservation, and information governance. Joseph is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and has contributed to various publications on e-discovery best practices.
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 e-discovery, having previously served as a litigation partner at a major law firm. Julia is an active participant in The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and has contributed to various publications and panels on e-discovery and information governance.
Karen E. Keller
Partner at Shaw Keller LLP
Karen is a partner at Shaw Keller LLP, specializing in intellectual property litigation and e-discovery. She has extensive experience advising clients on e-discovery strategies and managing large-scale e-discovery projects. Karen is a member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and frequently speaks on e-discovery topics.
Matt Cohen
Director of eDiscovery and Information Governance at 4Cs Ranch
Matt is the Director of eDiscovery and Information Governance at 4Cs Ranch, where he advises clients on e-discovery strategies and information governance policies. He has over 15 years of experience in the field, including roles at major law firms and corporations. Matt is a member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and frequently speaks on topics related to e-discovery and data management.
Maureen O'Neill
Senior Vice President at Consilio
Maureen is Senior Vice President at Consilio, a global leader in e-discovery and document review services. She has extensive experience advising clients on e-discovery strategies, data preservation, and information governance. Maureen is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and has contributed to various publications on e-discovery best practices.
Megan E. Jones
Partner at Hausfeld
Megan is a partner at Hausfeld, focusing on antitrust litigation and e-discovery. She has extensive experience managing complex litigation matters and advising clients on e-discovery strategies. Megan is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and has contributed to various publications on e-discovery best practices.
Mike Trahar
Managing Director at Forensic Risk Alliance
Mike is a Managing Director at Forensic Risk Alliance, where he specializes in forensic investigations, e-discovery, and data analytics. He has extensive experience advising clients on complex litigation matters and regulatory investigations. Mike is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and frequently speaks on e-discovery topics.
Rose J. Jones
Partner at King & Spalding
Rose is a partner at King & Spalding, specializing in complex commercial litigation and e-discovery. She has extensive experience managing large-scale e-discovery projects and advising clients on information governance and data privacy issues. Rose is a member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and frequently speaks on e-discovery topics.
Ross Gotler
E-Discovery Counsel at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Ross is E-Discovery Counsel at Paul, Weiss, Rifkind, Wharton & Garrison LLP, where he advises clients on all aspects of e-discovery, including data preservation, collection, review, and production. He has extensive experience managing large-scale e-discovery projects and developing strategies to reduce costs and risks associated with electronic discovery. Ross is an active member of The Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1) and frequently speaks on e-discovery topics.
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.