The 4th Annual Putting Insights Into Practice Forum


We’ve been on a journey, all of us. We’ve shared an exceptional experience in human history. 2020 often felt surreal, like dystopian science fiction.

We spent many months adapting to this brave new world. When it got uncomfortable, we innovated. Technology and mobile communications made it possible for many of us to work from home and continue to connect and collaborate. Remote solutions for project management and data collection allowed the fundamental processes of ediscovery to go forward, in spite of the pandemic.

As we turn the corner on a new year, CDS is venturing even further into the unknown. We hope you’ll join us on our next mission: PIIP 2021: A Data Odyssey, taking place January 26 and 27, 2021. This year’s event is 100% virtual, and we’re exploring new territory.

We’ll look at how people, organizations and technology have helped us survive the upheaval. How we shifted the way we do business, the way we solve problems, the way we hire and train, the way we work. How ediscovery professionals and data managers confronted new challenges with real-world solutions. What new strengths did we discover, and what new areas of exposure were revealed?

We’ll also examine eDiscovery in context, with data as the common denominator. There’s no one-size-fits-all solution, but true best practices keep all issues in mind – privacy, security, compliance, risk, and information governance.

This year’s program is our best yet – a wide variety of voices, new session formats, and a few surprises. And it’s still free to attend for ediscovery practitioners and attorneys from law firms and corporations!

Who Should Attend PIIP 2021:

  • Law firm attorneys
  • In-house legal teams
  • Litigation support professionals in law firms and corporations
  • Professionals in data analytics, records management, information governance


When: Tuesday, January 26 – Wednesday, January 27, 2020
Venue: Virtual Event


Registration for PIIP 2021 is now closed.





  • CDS’s annual PIIP event is a highly informative program covering a variety of tech-oriented topics in an interactive forum.

    Dan Braude, Partner and Chair, eDiscovery Practice Team, Wilson Elser


Tuesday, January 26, 2021

All times EST

10:30 am-10:35 am    Welcome

10:35 am-11:25 am   Keynote Address: You Come from the Future

Jason Feifer, Editor-in-Chief, Entrepreneur

11:30 am-12:30 pm    Emerging Applications of Artificial Intelligence in eDiscovery –  Privilege and PII
Technology Assisted Review is widely recognized as a valuable tool in the search for information relevant to production/disclosure. As data volumes continue to grow, what other eDiscovery processes might benefit from AI? In this panel, industry leaders will discuss how this technology can also search for sensitive information, and how to best apply that to reduce the challenges of privilege logging and data breach review.

Moderator: Daniel Diette, Director, Advanced Analytics & Data Privacy, CDS

Omar Haroun, Co-Founder and COO, Text IQ
Amanda Jones, Associate Director, Professional Services, H5
Dave Lewis, Chief Data Scientist, Brainspace
Elise Tropiano, Group Product Manager, Relativity
Richard Lutkus, Partner, Seyfarth Shaw

1:00 pm – 1:30 pm      Diversity and Inclusion: Becoming an Agent for Change
Addressing diversity has finally reached a sense of urgency. Law firms are looking for concrete ways to hire, develop and retain diverse talent. Corporations have committed to equality and want to work and partner with similarly centered partners and providers. It’s not only the right thing to do, it’s crucial for future viability. But what strategies make meaningful impact? And how can you be part of the solution, no matter what your role?

Michael Coston, CEO, Coston Consulting

1:30 pm – 2:00 pm     D&I Roundtable
Speaker leads an open discussion with questions from the audience.

1:30 pm – 2:00 pm      Gamechangers: The Innovations We Need Now
One of the big stories of 2020 is how technology rose to meet the challenge of COVID. In the legal space, technology was able to adapt to changing circumstances relatively smoothly. The eDiscovery community is fortunate to have a strong foundation to work from to navigate a complicated 2021, as people and organizations everywhere strive to survive, then recover from a global health and economic crisis. What tech, tools, and practices that got us through 2020 are here to stay, and what else will we need to meet the challenges that lie ahead in 2021?

Richard Robinson, Director, Legal Operations & Litigation Support, Toyota

2:05 pm – 3:00 pm      Streamlining eDiscovery Using Analytics, Metrics & Automation
How can law firms work with eDiscovery solution providers to create efficiencies, making eDiscovery more profitable, more efficient, and more manageable? Achieving synchronicity with a corporation’s business goals.

Moderator: Sue-Deelia Tang, Client Solutions Director, CDS

Ian P. Balom, Manager, eDiscovery & Legal Technology (US), Herbert Smith Freehills
Cynthia Kent, Program Manager, eDiscovery, Pacific Gas & Electric
Scott Reents, Lead Attorney, Data Analytics and eDiscovery, Litigation, Cravath
Jeff Salling, Global Director, eDiscovery, Novartis

Wednesday, January 27, 2020

10:30 am-10:35 am    Welcome

10:35 am-11:10 am    Keynote Address: The Modern Legal Department: Today’s Reality and a Vision for the Future

Rachi Messing, Senior Program Manager, Microsoft

11:15 am-12:30 pm    State of the Courts: Judges Discuss Case Law
Our panel of judges will analyze recent key case law developments and judgment proportionality. Learn what important rulings and pending legislative initiatives may impact how you conduct discovery going forward.

William Wallace Belt, Jr., Managing Director, Consulting, CDS
Anne Bentley McCray, Partner, McGuire Woods

Hon. James “Jay” C. Francis IV (ret.), Former U.S. Magistrate Judge, U.S. District Court, Southern District, New York
Hon. Kimberly C. Priest Johnson, U.S. Magistrate Judge, U.S. District Court, Eastern District of Texas
Hon. Elizabeth D. Laporte (ret.), Former U.S. Magistrate Judge, U.S. District Court, Northern District, California
Hon. Andrew J. Peck (ret.), Former U.S. Magistrate Judge, U.S. District Court, Southern District, New York

1:00 pm – 1:30 pm      Say What? – The Future of Chat, Messaging and Collaboration Apps
Collaboration apps and chat and messaging platforms have allowed many organizations to move to remote working and stay operational. There’s no going back – which means corporate IT and IS, privacy practitioners, and legal and compliance teams have a lot of work and coordination ahead as these tools increasingly displace email as the primary platform for corporate communications. A standardized approach to these data sources will help mitigate data privacy risks, improve compliance monitoring and prepare for data retrieval, processing and review when litigation or investigations arise.

Moderator: Mark Anderson, Director of UK Operations, CDS

Jana Contreras, Senior Counsel-Litigation, Pacific Gas and Electric
Benjamin Dewitt, Senior Manager, Cyber Insider Threat & Technical Investigations, eDiscovery Team Lead, Capital One
Joy Tranel, Senior Discovery Consultant, Perkins Coie

 1:30 pm – 2:00 pm      Chat/Messaging Roundtable
Speakers lead an open discussion with questions from the audience.

1:30 pm – 2:00 pm      Gaining Control of Your Data: Consolidate, Centralize, Capitalize
Maximizing your eDiscovery investment. This session will look at ways you can consolidate data and apply eDiscovery tools to eliminate redundant processes, drive new intelligence, and ensure legal and privacy standards are maintained.

Graham Rollins, Senior Manager, Senior Counsel, CapitalOne

2:05 pm – 3:00 pm      Making the Most of Your Spend and Your Partnerships
With slashed budgets and cost containment top of mind, corporate decision makers need to make the most of their spend and their internal and external partnerships. For some, innovating their approaches has earned them a seat at the leadership table.

Corporate legal departments are increasingly partnering with vendors to find solutions that will hold the line on costs while also addressing exponential data growth, rising threat of data breaches and evolving data privacy regulations/standards. This session will explore proven, real-world solutions for:

  • Formalizing Best Practices: Workflows and Playbooks
  • Taking Workstreams In-House: What to Outsource
  • Reporting, Metrics and Benchmarking

Moderator: Cory Logan, Director, Managed Services, CDS

Bryant Gauthier, Senior Manager, Practice Solutions, Finnegan
April Holcomb, Program Analyst Advisor, FedEx
Charisma Starr, Manager, Legal Technology & Discovery Operations, Exelon
Toby Stinson, Manager, Law Data & Applications, Chevron