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    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



    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