3rd Annual Putting Insights Into Practice Forum


Data management and eDiscovery have never been more complicated thanks to new privacy laws, global data security threats, exponential data growth, and evolving standards and practices. Companies and law firms are putting in extra hours to evaluate their technology options, streamline workflows, improve access to their data, and stay compliant.

For many organizations, the challenge is not simply keeping up with developments but rising to meet them. The market is full of new tools, better tech and handy innovations to work faster and smarter. But it’s not easy to successfully manage resources while tackling thorny, unfamiliar problems and adjusting to a steep learning curve of new solutions.

Now in its 3rd year, PIIP 2020 takes an in-depth, practical look at the future of data and explores the next generation of technology, tactics, and strategies for handling data in litigation and investigations. Whether you are new to these topics or are currently facing similar issues, you’ll learn critical insights from industry leaders as they share real-world examples of what worked, what didn’t and why.

By attending PIIP 2020, you will:

  • Make better decisions about your approach to data management in all areas and stages – storage, retention, preservation, legal holds, collection, review, and production
  • Possess the tools to analyze problems in new ways using technology you already have at your disposal
  • Be prepared with leading-edge strategies for information governance, compliance, investigations, and litigation




  • Law firm partners
  • In-house lawyers and Heads of Litigation
  • Litigation support professionals
  • Corporate IT and IS professionals, including CIOs, CTOs and CISOs
  • Professionals in data analytics, records management, information governance


When: Wednesday, February 5, 2020

Venue: Convene, 810 Seventh Ave, New York, NY 10019

  • The “Putting Insights Into Practice” speakers are true experts in the exacting, difficult area of privacy, and the insights they offer are truly valuable for those like me who need to learn more. Every year, I walk away from the PIIP privacy panel educated and, more importantly, energized, with what I need to know to be better at critical privacy issues.

    Michael Simon, Principal, Seventh Samurai


Check back for updates – additional panelists to be announced soon.

Attendee Check-In  9 am – 9:30 am

1. Advanced Analytics for Day-to-Day eDiscovery: Beyond Technology Assisted Review (TAR)   9:30 am – 10:30 am

New automation and AI tools and tactics continue to advance the case for enhanced decision making and workflow management in eDiscovery. Our panel will discuss how best to balance expert judgment and advanced technology to help understand content faster and with more surety while still mitigating risk.

Moderator: Dan Diette, Esq., Data Scientist, Complete Discovery Source

Apoorv Agarwal, Ph.D., Co-Founder and CEO, TextIQ
Dave Lewis, Chief Data Scientist, Brainspace Corporation
Scott B. Reents, Lead Attorney, Data Analytics and eDiscovery, Litigation, Cravath 
Jeanne Somma, Legal Insights Executive and Counsel, Ayfie Group
Justin Turnofsky, eDiscovery Review Technology Manager, Paul Weiss

Morning Snack 10:30 am – 11 am

2. To the Cloud! Speed, Security and Savings Await – or Do They? 11 am – 12 pm

Corporations are using the cloud to help unify legal and business goals when it comes to litigation, compliance, and data management. But going to the cloud is no small feat – is the move worth the challenges? Does it actually improve a company’s ability to monitor and protect its data? Our panelists will share their experiences as to what happens once you get there and what it takes to reap the benefits.

Moderator: William Belt, Jr., Esq.,Managing Director, Consulting, Complete Discovery Source

Michael W. Bohner, Managing Discovery Attorney, Cleary Gottlieb
Jeffrey Ciappina, Manager, Litigation Technology, Finnegan
Lourdes Slater, CEO, Karta Legal
Sue-Deelia Tang, Client Solutions Director, Complete Discovery Source

Lunch 12 pm – 1 pm

3. New World Order: The State of Privacy in 2020 1:30 pm – 2:30 pm

The California Consumer Privacy Act (CCPA), effective January 1, 2020, is the dawn of privacy in the United States. It’s just a matter of time before privacy is the new norm nationwide – ten other states also have adopted or have pending legislation related to privacy. The panel looks at lessons learned, including GDPR and DSARs, and discuss how to prepare for and adapt to new U.S. laws and regulations as soon as they are online.

Moderator: Dino Medina, General Counsel, Complete Discovery Source

Hilary Lane, Senior Privacy & Cybersecurity Advisor, Fenwick & West
David Peach, Chief Information Security Officer, The Economist Group

Michael Potters, CEO/Managing Partner, Glenmont Group 
Michael Simon, Esq., Principal, Seventh Samurai
Afternoon Snack  2:30 pm – 3 pm

4. The Next Wave: Mobile Data, Platform Innovations, and New Apps 3 pm – 4:30 pm

Discovery and compliance practices increasingly need to accommodate new communications and collaboration platforms and mobile applications. As programs emerge and evolve, so does the need to collect, process, review and ultimately produce data from these platforms, which in turn requires a regularized approach toward data management. Learn how to develop best practices for data management in an age of constant development.

Moderator: Louis Cona, Forensics Services Manager, Complete Discovery Source

Mark Anderson, Senior Project Consultant, London, Complete Discovery Source
Seth Eichenholtz, Head of eDiscovery/Head of Insider Threat Risk Management, MasterCard
Bryant Gauthier, Director of Litigation Technology and Support, Finnegan
Philip Weldon, E-Discovery & Practice Technology Manager, Fried Frank
Jennifer Tudor Wright, Partner, Barnes & Thornburg
5. Future’s So Bright: New Frontiers for Women in Legal Operations   5 pm – 6 pm
Corporations and law firms have a role to play in promoting gender equality and creating opportunities for women in the growing fields of legal technology and operations. Our panelists will explore what breaking down barriers, fighting bias, and advancing the careers of women in tech means for women in legal technology, data management, and ediscovery.
Moderator: Michelle Kell, Esq., Director of Enterprise Operations, Complete Discovery Source
Katie Connor, Senior Enterprise Account Executive, Relativity
Hon. Kimberly C. Priest Johnson, U.S. Magistrate Judge, U.S. District Court, Eastern District of Texas
Jackie Joyner, Client Director, CDS 
Hon. Elizabeth D. LaPorte (Ret.), Former U.S. Magistrate Judge, U.S. District Court, Northern District, California
Irina Ridley, Chief Counsel, Women’s Health, Myriad
Nicole Tineo, Litigation Support Technology Manager, BakerHostetler
Cocktails  6 pm – 8 pm