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Speaker Alumni

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Woods Abbott
Senior Manager of Legal Operations, Raytheon |
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Regan Adams, Esq.
Director, Navigant Consulting, Inc. |
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Thomas Y. Allman
Senior Counsel, Mayer Brown Rowe & Maw LLP
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Doug Anderson
Senior Manager, Legal Technology Services Practice, Ernst & Young LLP |
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Thomas I. Barnett
Special Counsel, Litigation Group
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LEXISNEXIS APPLIED DISCOVERY |
Wayne J. Barthe
Information Technology Consultant, LexisNexis Applied Discovery
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Bobbi Basile
Senior Manager, Legal Technology Services Practice, Ernst & Young LLP |
GEORGIA-PACIFIC
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Cynthia B. Bateman
RP Senior Litigation Paralegal, Georgia-Pacific
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LIDDLE & ROBINSON
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James A. Batson
Partner, Liddle & Robinson LLP
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David J. Berger
Attorney, Wilson Sonsini Goodrich & Rosati, PC |
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Marilyn T. Bota
President & Principal, Bluestone Process Dynamics
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Kevin F. Brady
Partner, Connolly Bove Lodge & Hutz, LLP |
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Greg Brown
Senior Project Manager, Halliburton |
EDDix
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Michael A. Clark
CEO, EDDix LLC
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Adam I. Cohen
Senior Managing Director, FTI Consulting, Inc. and co-author of Electronic Discovery: Law and Practice |

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Matthew I. Cohen
Director, Alix Partners |
TRIANZ, INC. |
Joe DellaTorre
Director, Trianz, Inc. |

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Fred Diers
CRM, FAI, Entium Technology Partners, LLC |
PFIZER INC. |
Kevin Esposito
Director of Electronic Discovery, Pfizer Inc. |

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Jake Frazier, Esq.
eDiscovery and Compliance Consultant, EMC Corporation |

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Robert M. Gerbrandt, PMP
Senior Director, Solutions Consulting, PSS Systems Inc. |
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Richard R. Gomes, CISSP, CISA
SVP Citigroup Corporate Center/IT Risk |
US MAGISTRATE JUDGE |
US Magistrate Judge Paul W. Grimm
US Magistrate Judge, United States District Court for the District of Maryland |

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Ronald J. Hedges
Counsel, Nixon Peabody LLP, Former US Magistrate Judge
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ALTRIA
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Dawson Horn
Assistant General Counsel, Altria
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PFIZER, INC.
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Laura Kibbe
Senior Corporate Counsel, Pfizer, Inc.
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Mark Kindy
CPA, Senior Managing Director - Forensic and Litigation Consulting, FTI Consulting Inc.
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Meredith E. Kotler
Partner, Wilson Sonsini Goodrich & Rosati, PC |
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Mark A. Lagodinski
CRM, Senior Manager, Legal Technology Services, Ernst & Young LLP |
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Thomas M. Lahiff, Jr.
Director, PricewaterhouseCoopers; former Assistant General Counsel, Citigroup |
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David J. Lender
Partner, Weil, Gotshal & Manges
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Paul Lewis
Managing Partner, P.G. Lewis & Associates, LLC |
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Thomas A. Lidbury
Partner, Mayer Brown Rowe & Maw LLP
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LEXISNEXIS APPLIED DISCOVERY |
Cecil A Lynn III, Esq.
Director of Industry Relations, LexisNexis Applied Discovery |

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Reza Memar
Sr. Director of Client Services and Support, PSS Systems |
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James L. Michalowicz
Senior Consultant, Altman Weil, Inc.
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PURDUE PHARMA LP |
Tom Morrissey
Senior Director, IT Litigation, Purdue Pharma LP |
SPRINT NEXTEL |
Cathy Muir
Senior Corporate Counsel, Sprint Nextel |

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Miles O’Meara
OGC Business Management, Merrill Lynch |

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Deidre Paknad
President & CEO, PSS Systems, Inc.
Founder, CGOC |
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Harry Pugh
Global Program Manager for Records Management, Citigroup
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Darryl P. Rains
Attorney and co-chair Securities Litigation Group, Morrison & Foerster, LLP |
REDGRAVE DALEY RAGEN & WAGNER LLP |
Jonathan M. Redgrave
Chair, Redgrave Daley Ragan & Wagner LLP
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MERRILL LYNCH |
Mark Reichenbach
Director, Discovery and Regulatory Response Team (DARRT), Offi ce of General Counsel, Merrill Lynch & Co., Inc. |
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Mark A, Ricca, Esq.
Executive Vice President, General Counsel and Assistant to the COO, New York Community Bank
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NIXON PEABODY LLP |
Harold J. Ruvoldt
Litigation & Dispute Resolution Corporate Governance & Regulatory Government Investigations & White
Collar Defense, Nixon Peabody LLP
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James Santangelo
IDRS Director, PricewaterhouseCoopers
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Liz Schimmel
Legal Holds Coordinator, Halliburton Company |

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Gideon Schor
Attorney, Wilson Sonsini Goodrich & Rosati PC |
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Eric Schwarz
Americas Leader, Legal Technology Fraud Investigation & Dispute Services, Ernst & Young, LLC
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FIRST DATA CORPORATION |
Ralph Shalom
Assistant General Counsel, First Data Corporation
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Lisa J. Sotto
Practice Leader, Information Privacy and Records Management Practice, Hunton & Williams, LLP |

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William A. Tanenbaum
Attorney and Chair, Technology, Intellectual Property & Outsourcing, Kaye Scholer, LLP |

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Gerard Verweij
Technology Advisory Services Partner, PricewaterhouseCoopers |
AIR PRODUCTS AND CHEMICALS, INC. |
Bruce Whitney
Assistant General Counsel, Litigation, Air Products and Chemicals, Inc.
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John W. Woods
Partner, Co-chairman of Financial Institutions Practice Group, Hunton & Williams, LLP |
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James Wright, P.E.
Director of E-Discovery, Halliburton Company |
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Woods K. Abbott
Senior Manager of Legal Operations, Raytheon Company

Woods K. Abbott is the Senior Manager of Legal Operations for Raytheon Company (RTN: Fortune 100 – Defense contractor). He is primary responsibility for all the legal technologies that are utilized by the Raytheon Office of the General Counsel. This includes the Legal department’s own array of SQL servers, web application servers and their document collection/review/production tool: iCONECTnXT. He also oversees all of the Company’s discovery and legal hold operations. He is a member of the Raytheon’s Records Management oversight committee and is trained as a Six Sigma Expert, for which he serves as both the Six Sigma and Knowledge Management Champion for the OGC. He is a member of the Sedona Conference working groups on eDiscovery and Litigation Holds. He is a frequent speaker at MCLE seminars and conferences on various eDiscovery topics and their impact on corporate America. Prior to joining Raytheon in 1994, Woods was a Litigation Specialist with Wilmer Hale (DC office) and later became the Legal Administrator on a Bain Capital turn around team for Robertson-Ceco Corporation. |
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Regan Adams, Esq.
Director, Navigant Consulting, Inc.

Regan is a Director in Navigant’s New York office, responsible for it’s legal and regulatory information management services, advising clients on legal and regulatory retention issues, policy and procedures. She comes to Navigant with a combination of 20 years experience in banking and securities, litigation, and law enforcement, including five years working as an in-house contract litigation attorney with JP Morgan Chase.
While at JP Morgan Chase, Regan worked extensively with global discovery, regulatory requirements, and retention policies and procedures in relation to major litigations and /or investigations. She was involved with, and coordinated broad-based litigation and regulatory discovery for several lengthy, high-profile matters. Regan also developed and implemented retention policies, procedures, and legal directives for regulatory compliance and legal initiatives. Her responsibilities included handling multiple regulatory subpoenas and litigation-related requests and ensuring the integrity and timely response of information to regulators and to the courts.
Regan also developed an in-house Legal Data Recovery unit in conjunction with the banks IT department and an in-house Evidence Lab for the preservation and production of electronic data. She implemented and documented legal data best practices and procedures to ensure data–integrity and completeness of e-evidence produced. Regan’s development of JP Morgan’s in-house legal data discovery processes resulted in new controls and produced substantial cost-savings in regulatory and litigation discovery expense. |
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Thomas Y. Allman
Senior Counsel, Mayer Brown Rowe & Maw LLP

As senior counsel with Mayer Brown, Tom provides consulting and legal representation to major US and international corporations with interests in updating policies and procedures to accommodate changes in corporate compliance activities, including e-discovery, electronic information management and integration of technologies.
Prior to joining Mayer Brown in 2004, Tom was Senior Vice President, Secretary & General Counsel for BASF Corporation where he was responsible for all NAFTA legal, compliance, intellectual property issues; for the Washington Office of Legislative Affairs; and for managing the Legal Department of more than 50 lawyers. While at BASF Tom served as Committee Chair for ACC, CJRG, LCJ and other Industry advocacy groups, developed and implemented E-Discovery, Records Management integration and Information Management Initiatives, and led a coalition of corporations supporting Amendments to E-Discovery Federal Rules.
Previous to that, Tom was with Taft, Stettinius & Hollister where he was a Partner for more than twenty years. There he specialized in Commercial Litigation and corporate governance, including shareholder litigation. |
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Doug Anderson
Senior Manager, Legal Technology Services Practice, Ernst & Young LLP

Doug is a Senior Manager in Ernst & Young’s Legal Technology Services practice. He specializes in providing investigative and advisory services for electronic discovery planning and response, computer related frauds, computer network intrusions, as well as forensic digital evidence recovery and analysis services to support litigation and investigations. He also provides training and integrated policy development services regarding effective response to computer-related litigation support matters and computer crimes. Doug has been certified as an expert witness in federal court. |
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Thomas I. Barnett
Special Counsel, Litigation Group

Tom is Special Counsel in Sullivan & Cromwell's Litigation Group. His practice focuses on implementing and executing best practices in data discovery and regulatory compliance.
A co-author and member of the editorial board of the Sedona Conference, Tom has authored a large number of articles, whitepapers and treatises on electronic discovery and data management and is considered one of the leading experts in the field. A frequent speaker on electronic data management, he has provided training sessions to judges, in-house and outside counsel. Tom has advised clients and served as an electronic discovery expert in some of the nation's largest civil, regulatory and criminal matters in the financial services, banking, energy, pharmaceutical, and tobacco industries.
Prior to joining S&C, he was the senior executive in charge of EDD operations and General Counsel for the largest business process outsourcing company in Asia. |
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Wayne J. Barthe
Information Technology Consultant, LexisNexis Applied Discovery
Wayne is an experienced electronic discovery consultant and technical project manager with more than
25 years experience in the field of information technology. Prior to joining Applied Discovery, Mr. Barthe
worked at Fidelity Investments as a Senior IT Operations Manager, Mr. Barthe handled the support of
more than 1000 Wintel-based servers, including over 200 Microsoft Exchange Servers. Mr. Barthe earned
his BSBA, with a concentration in Management Information Systems. He holds multiple certifications
and has served as an instructor for Network Technologies and Operating Systems courses at universities
and training facilities throughout United States. |
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Bobbi Basile
Senior Manager, Legal Technology Services Practice, Ernst & Young LLP

Ms. Basile is a Senior Manager in Ernst & Young’s Legal Business Advisory practice. Bobbi has over 15 years experience in the legal industry delivering operations and technology solutions to Fortune 500 legal departments and law firms, with extensive experience in legal management, records management and discovery management solutions. She is an experienced legal applications trainer and a frequent speaker at industry trade shows and conferences.
Ms. Basile has led a variety of Office of General Counsel and law firm projects including strategic business initiatives, business process redesign, needs analysis and application selection, requirements definition, operations and system audits, and redesign of strategic outside counsel relationships. She has experience with knowledge management, records management, discovery management and litigation support applications, intellectual property management systems, document management and case and matter management.
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Cynthia B. Bateman
RP Senior Litigation Paralegal, Georgia-Pacific
Cynthia is a legal holds and collections process expert and a frequent contributor to high-level industry
discussions of litigation hold best practices, data accessibility challenges, and other critical discovery topics.
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James A. Batson
Partner, Liddle & Robinson LLP
LIDDLE & ROBINSON
Jim represents individuals in all aspects of litigation. Although employment disputes make up the majority of matters upon which he works, his experience also encompasses a broad array of commercial disputes.
A leader in the field of electronic discovery, Jim was counsel of record for the plaintiff on all of the widely-followed Zubulake v. UBS Warburg decisions. This expertise often proves critical to achieving a successful result in litigation, as e-mails and other forms of electronic communication increasingly become the critical evidence upon which cases are won and lost. For instance, in Zubulake V, the Court ordered UBS to pay monetary sanctions and granted plaintiff’s request that an adverse inference instruction be given to the jury at trial. Ultimately, the jury returned a verdict in favor of Laura Zubulake in the amount of $29.2 Million, which consisted of $9.1 Million in compensatory damages and $20.1 Million in punitive damages.
In addition to numerous state and federal courts, Jim has appeared in arbitrations at the NYSE, the NASD, the American Arbitration Association and the Chicago Board of Trade. He has also argued appeals before the New York Appellate Division and the Second Circuit Court of Appeals. |
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David J. Berger
Attorney, Wilson Sonsini Goodrich & Rosati, PC
David Berger specializes in the areas of corporate governance, fiduciary duties of directors and merger and acquisition and securities litigation. David represented Hewlett-Packard in its successful proxy contest to acquire Compaq, and also tried the case of Walter Hewlett v. Hewlett-Packard Corp. in the Delaware Chancery Court, which resulted in a complete victory for HP. David also represented J.D. Edwards in its merger with PeopleSoft and in its response to Oracle's hostile tender offer.
David is a frequent author and lecturer on corporate governance and control issues. David has been a faculty member of the Stanford Director's College and the Duke Director Institute, as well as numerous professional programs, including programs sponsored by the Practicing Law Institute (PLI), the National Investor Relations Institute, the SEC Institute, and the ABA among others. |
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Marilyn T. Bota
President & Principal, Bluestone Process Dynamics

As president of Bluestone Process Dynamics, Marilyn brings over 20 years of GE executive, international business, design engineering, and document life cycle management experience. She developed programs introducing quality, records management and consultative selling in the aircraft engine industry and at Genworth Financial, formerly GE Financial. Her role prior to leaving GE was VP, Records Management where she created and implemented a company-wide Records Management program, as well as comprehensive business policies for all associates.
Program development, leading change and focusing on the client experience are Marilyn’s areas of expertise. Marilyn credentials include Six Sigma Quality Leader and Master Black Belt certifications, MBA from Xavier University and BE degree in Structural Engineering from Youngstown State University.
Marilyn is Chairman-elect of Junior Achievement of Central Virginia and is in the 2006 class of Leadership Metro Richmond. |
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Kevin F. Brady
Partner, Connolly Bove Lodge & Hutz LLP

Kevin is a Partner in the Corporate and Commercial Litigation Group of the Wilmington, Delaware office of Connolly Bove Lodge & Hutz LLP. Prior to joining Connolly Bove in March 2005, he was Counsel in the Complex Mass Torts and Insurance Group of Skadden Arps Slate Meagher & Flom LLP in Wilmington, Delaware, for almost 20 years. Kevin received his undergraduate degree from the University of Delaware, his M.B.A. from Widener University and his J.D. from Widener University School of Law. He is a member of the Georgetown University CLE Advisory Board for E-Discovery Institute and a member of the Sedona Conference Working Group on Best Practices for Electronic Document Retention and Production.
Kevin is a member of the Ad Hoc Committee for Electronic Discovery of the U.S. District Court of Delaware and a member of the Delaware Court of Chancery Rules Committee. He is frequently requested to participate as an author, speaker and presenter in the areas of electronic discovery, insurance and ethical issues. |
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Greg Brown
Senior Project Manager, Halliburton

Greg is a Senior Project Manager within the Records and Information Management group at Halliburton
Company where he leads enterprise systems implementation initiatives aimed at managing electronic
information. He also works closely with the Halliburton Litigation group in a litigation support function
on eDiscovery efforts. Prior to joining Halliburton in 2002, Greg was a manager with Arthur Andersen
working on large-scale financial systems implementations. Greg holds a BBA in Information Systems
from the University of Houston and is a certified Project Management Professional (PMP).
(Houston) |
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Michael A. Clark
CEO, EDDix LLC
EDDix
In his roles as CEO of two public companies, Michael got up-close and personal with the key issues relating to corporate governance, accountability and reporting.
A veteran of start-ups and turnarounds, he has distinguished himself over the past 25 years as a pioneer in the field of one-to-one marketing across multiple media and industries, including senior executive positions at Portel, Sperry & Hutchinson, Citibank, TSS Ltd., netValue, and E-Sync Networks. Each of the businesses Michael has led has leveraged new forms of enabling technology as the principal market differentiator. |
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Adam I. Cohen
Senior Managing Director, FTI Consulting, Inc.
Adam is a senior managing director in the New York office of FTI’s Technology Consulting practice. Adam
advises on planning and implementation issues associated with every phase of electronic discovery in
litigations and investigations as well as electronic information management policies and practices. Prior
to joining FTI, he was a litigation partner at Weil, Gotshal & Manges, LLP, where he represented major
corporate clients in complex litigation involving computer and Internet-related issues. He is co-author (with
Weil partner David J. Lender) of the treatise Electronic Discovery: Law and Practice (Aspen Publishers),
which already has been cited as authority in several landmark electronic discovery opinions by Federal
Courts. He holds a B.A. from Wesleyan University and a J.D. from Duke University School of Law.
(Chicago and New York)
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Matthew I. Cohen
Director, Alix Partners
Matthew specializes in electronic discovery and litigation readiness planning. He has extensive
experience assisting corporations in the technology, consumer products, pharmaceutical, medical
device, insurance and financial services sectors. Prior to joining AlixPartners, Matthew worked for 15
years at Skadden, Arps, Slate, Meagher & FlomLLP, where he was a Counsel in the Complex Mass
Torts and Insurance Litigation department and Co-Chair of the firm’s Electronic Discovery Committee.
Matthew earned a JD from the Fordham School of Law in 1995 and a Bachelor of Arts Degree from the
State University of New York at Stony Brook in 1986. |
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Joe DellaTorre
Director, Trianz, Inc.
Joe has just joined Trianz, a global professional services fi rm, as a director this June and has been a
management consultant for more than 10 years. His areas of expertise include regulatory compliance and reporting as well as back offi ce operations and support processes. During the past several years Joe testifi ed before members of Congress, the FCC and many State-level public service commissions on the competitive environment in local telecommunications. He received his MBA from Vanderbilt University. |
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Fred Diers
CRM, FAI, Entium Technology Partners, LLC
In addition to being past president of ARMA, Fred has 30 years of records and information management experience, including over 10 years in establishing, managing and expanding consulting services in all aspects of records and information processes, procedures, and associated technology applications for multi-national financial, technology and petrochemical organizations. |
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Kevin Esposito
Director of Electronic Discovery, Pfizer Inc.
Prior to becoming an attorney, Kevin developed and managed global technology support organizations for United Parcel Service for 17 years. He is a frequent speaker at technology and legal conferences and specializes in bridging the communication gap that exists between business people, technologists, and lawyers. |
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Jake Frazier, Esq
eDiscovery and Compliance Consultant, Solutions Consulting, EMC Corporation
Jake Frazier, Esq., eDiscovery and Compliance Consultant for EMC, has more than eight years of experience in the e-discovery, compliance, legal research and competitive intelligence marketspaces. He has authored and conducted hundreds of CLE courses, webinars, workshops, newsletters and industry conference presentations on such topics as Electronic Discovery, Witness Location and Impeachment, Screening New Clients for Past Fraudulent Practices and Scientific Legal Research for the Non-Scientist. Frazier has consulted on hundreds of complex e-discovery cases and has authored several matter specific e-discovery protocols for use by adverse parties and judges. He has authored articles on eDiscovery and Compliance in publications such as Digital Discovery & Electronic Evidence, Litigation Support Today, and Compliance Solutions Adviser. Most recently, Frazier co-authored eDiscovery for Dummies. Prior to joining EMC, Frazier was VP of Sales and Marketing at RenewData, and Director of Business Development at Thomson.
Frazier received a bachelor's degree in psychology from The University of Cincinnati and a doctor of jurisprudence degree from Arizona State University College of Law. He is also a member of the Arizona State Bar and has received the International Academy of Trial Lawyers Award for Advocacy and the Willard H. Pedrick Scholar Award.
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Robert M. Gerbrandt, PMP
Senior Director, Solutions Consulting, PSS Systems Inc.
Rob heads up the implementation and delivery teams at PSS Systems. As a seasoned senior Project
Management Professional, he brings over 20 years experience in managing complex programs and
projects on a global scale in the Financial, Not for Profit and Defence industries. Prior to joining PSS
Systems, Rob was Senior Project Manager, Legal with TD Bank Financial Group where he led their
enterprise wide program aimed at establishing the capability to effectively mitigate and respond to the
electronic discovery demands of both Regulatory and Litigation matters.
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Richard R. Gomes, CISSP, CISA
SVP Citigroup Corporate Center, Operations & Technology/ IT Risk Management Organization; Senior Policy Coordinator, Citigroup, Inc.
Richard’s recent professional focus has been on IS Governance, and he brings a standards and regulatory compliance perspective to the development and pragmatic implementation of IS policies and controls. At Citigroup he is responsible for the Records Management Program, and a member of the IS Policy and Standards working group.
With over 20 years of experience in the Strategic IT field, over 7 of which dealing specifically with Information Security, and IS Governance, Richard is an active member of both ISACA (CobiT) and (ISC) 2 (ISO 17799/27001) where he participates in the drafting and review of IS Governance and Security frameworks and standards.
Prior to joining Citigroup while with Deloitte & Touche’s Enterprise Risk Practice, Richard developed compliance programs for such directives as the SEC White Paper, BASIL II, SAS-70, SOX (302,404,409), and HIPAA. In addition to establishing a robust Program Office function for his clients, he lead senior management workshops on the business benefit and applicability of ISO 17799/27001, CobiT, CoSO, ITIL, and NIST/Trusted Architectures.
Richard brings thought leadership, best practices, and established methodology to very large scale strategic initiatives involving the compliant deployment of Business and Technology directives. This involves the deployment and administration of tight controls over all aspects of the program life cycle with a strong emphasis on risk mitigation, embedded security and compliance controls, program/project controls, delivery validation, knowledge transfer and awareness, acceptability testing methodologies, and ongoing assessment methods. |
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US Magistrate Judge Paul W. Grimm
US Magistrate Judge, United States District Court for the District of
Maryland
Judge Grimm serves as a full time Magistrate Judge for the United States District Court for the District of
Maryland. He was appointed in February 1997. Additionally, Judge Grimm is an Adjunct faculty member of the University of Maryland School of Law, where he teaches trial evidence, pretrial civil procedure, and scientific evidence. Judge Grimm is a graduate of the University of California, and the University of New Mexico School of Law.
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Ronald J. Hedges
Counsel, Nixon Peabody LLP, Former US Magistrate Judge
Judge Hedges has served as a United States Magistrate Judge since 1986. He is a member of, among
others, the American Law Institute and has lectured on various topics; including electronic discovery,
for the ALI-ABA Committee on Continuing Legal Education and other organizations. The author of
numerous articles and the co-editor of the Sedona Guidelines: Best Practices Addressing Protective
Orders, Confidentiality & Public Access in Civil Cases, he also sits on Georgetown Law Center’s National
Law Alumni Board and the E-Discovery Institute Advisory Board.
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Dawson Horn
Assistant General Counsel, Altria
Dawson is Assistant General Counsel at Altria Corporate Services, Inc. He has recently managed Altria’s
defense in the multi billion dollar RICO law suit by the Department of Justice against the major U.S.
cigarette companies. He is also involved in government affairs activities. Previously he was litigator
with Pepper Hamilton & Scheetz in Philadelphia, procurement counsel for Scott Paper Company and
Campbell Soup Company, as well as having lead corporate transactions for United Auto Group and Dannon
Companies. He has a A.B. degree from Duke University and a J.D. from Duke University School of Law.
(Chicago and New York)
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Laura Kibbe
Senior Corporate Counsel, Pfizer, Inc.
Laura is in charge of discovery and records management issues at Pfizer. She joined Pfizer from Kaye Scholer LLP, after having worked for several years on Pfizer matters. She is a member of the Sedona Working Group and is active in e-discovery and record retention seminars.
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Mark Kindy
CPA, Senior Managing Director - Forensic and Litigation Consulting, FTI Consulting Inc.
Mark Kindy is a senior managing director for FTI’s Forensic and Litigation Consulting practice and is based in New York. Mr. Kindy has a track record of building and growing businesses including three distinct businesses at Andersen. He has extensive litigation services and media and entertainment industry expertise and has over 20 years of strategy, operations, financial and consulting experience, including managing P&Ls exceeding $30MM with staffs up to 700 dispersed globally.
Prior to joining FTI, Mr. Kindy was the Chief Executive Officer at Applied Discovery, part of the LexisNexis group, where he ran this market leading electronic discovery processing and application service provider. Mr. Kindy was responsible for this business which served 36 of the top 50 law firms.
Prior to that, he worked at BearingPoint as the Global Key Account Managing Director for Viacom and News Corp., and as Co-Leader of the Digital Content Practice including digital media, rights and licensing, digital rights, and digital asset management. Prior to BearingPoint, Mr. Kindy was with Andersen for more than 18 years in roles including Partner in their Business Consulting Media and Entertainment division (where he was Co-founder and Global Leader of their Digital Content Practice), Partner in the Litigation Consulting business, and co-founder of the Application Service Provider Business, which included the hosting of image, text, audio and video for litigation clients. |
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Meredith E. Kotler
Partner, Wilson Sonsini Goodrich & Rosati, PC
Meredith is a partner in the New York office of Wilson Sonsini Goodrich & Rosati. Her practice focuses principally on commercial and securities litigation, government and internal investigations, and appellate work.
Meredith previously served as an Assistant United States Attorney in the Southern District of New York. During the last year and a half of her tenure, she served as the Deputy Chief Appellate Attorney in the civil division, where she supervised approximately 50 attorneys in briefing and arguing appeals before the United States Court of Appeals for the Second Circuit. Meredith was lead counsel for the United States in the WorldCom bankruptcy proceedings, and co-counsel for the United States in the consolidated WorldCom securities class actions pending in the Southern District of New York. She has argued 17 appeals before the Second Circuit, and dozens of emergency applications for orders to show cause and preliminary injunctions in federal district court.
In addition, Meredith has handled a broad range of civil matters from the pre-complaint stage through trial and appeal. Her litigation experience includes challenges to administrative and regulatory action, as well as securities, constitutional, telecommunications, employment, civil rights, bankruptcy, tax, international law, and labor matters. |
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Mark A. Lagodinski
CRM, Senior Manager, Legal Technology Services, Ernst & Young LLP

Mark Lagodinski is a senior manager in Ernst & Young’s Legal Technology Services practice. He focuses on records and information management and is a Certified Records Manager. Mark has over 20 years of records and information management experience across diverse industries including legal, high tech, financial services, hospitality, and energy.
Mark’s consulting experience includes leading records management best practices assessments, creating records management policies and retention schedules, developing electronic records management strategies, and defining client functional requirements for records management software. He received a B.B.A. in Information Management from the University of North Dakota. He is an active member of ARMA International having served as Manager of Program Content for ARMA International’s annual conference and president of the ARMA Houston Chapter.
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Tom Lahiff
Director, PricewaterhouseCoopers; former Assistant General Counsel, Corporate Litigation Group, Citigroup

Tom is responsible for a broad range of litigation, corporate policy, record retention, and e-discovery
issues. He has lectured on the attorney-client privilege, document retention, and e-discovery. He began
his career as law secretary to Chief Justice Richard J. Hughes of the New Jersey Supreme Court. After
completing his clerkship he was an associate with Skadden Arps Slate Meagher & Flom. Tom graduated
from the Seton Hall University School of Law in 1978.
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David J. Lender
Partner, Weil, Gotshal & Manges
David Lender specializes in complex commercial litigation, with particular emphasis in patent and intellectual property law. Over the past several years, he has successfully tried numerous cases, in both federal and state courts. His most recent victory was in February 2004 when he was co-lead counsel and won a complete defense jury verdict for ESPN in New York Supreme Court in a $231 million lawsuit brought by Modi Entertainment Network. In March 2003 he was co-lead counsel and won a $416.88 million jury verdict for Exxon Mobil Corporation against Saudi Basic Industries Corporation in Delaware Superior Court, successfully asserting claims for breach of contract and usurpation under Saudi Arabian law. The award was one of the largest jury verdicts in the United States in 2003. He successfully defended Sotheby’s in a consignor litigation in the District of New Mexico in January 2001, again serving as co-lead counsel. Mr. Lender has also successfully represented Applera Corporation, Matsushita, JVC and The Travelers Insurance Company in various litigations involving patent and other commercial disputes.
Mr. Lender is a recognized expert, author and frequent lecturer on electronic discovery issues. He is the co-author of a book on the subject, entitled Electronic Discovery: Law and Practice, originally published by Aspen Publishers in 2003.
Mr. Lender received his J.D. degree with High Honors, Order of the Coif from the Duke University School of Law in 1993, and his B.A. degree, cum laude, from Duke University in 1990. |
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Paul Lewis
Managing Partner, P.G. Lewis & Associates, LLC
With 16 years of executive management experience in network security and business communications, Mr. Lewis is well seasoned in high technology security and deployment. Mr. Lewis is the founder and former CEO of MC2 Corporation, a world-renowned leader in wide area network information systems, which was wholly acquired by Volt Information Sciences (NYSE: VOL) in 1999. He has been featured on CNBC-TV, Forbes, INC., and others as an expert strategist in computer security. He is also the former President and CEO of Mobilentity Technologies, a company formed around patented intellectual property in VoIP and broadband data delivery. He is active in the HTCIA and YEO. Mr. Lewis is a frequent presenter to a worldwide audience on electronic discovery and data forensics. His most recent engagements include The Conference Board of Europe at their annual conference in Warsaw Poland, the U. S. Secret Service engaged with the Mellon Carnegie Institute developing training materials with respect to computer crimes, and to the New Jersey State Bar Association with magistrate Judge Hedges on Technology and its impact on New Jerseys federal courts. |
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Thomas A. Lidbury
Partner, Mayer Brown Rowe & Maw LLP
Tom is a litigation partner with Mayer, Brown, Rowe & Maw, LLP specializing in trial work and electronic
discovery. Tom has tried many cases to judgment and his trial work includes a recent jury verdict win of over
$159 million. Tom specializes in helping large companies manage electronic discovery including writing and
implementing legal hold processes for general use as well as handling electronic discovery in large cases.
Tom is active in the Sedona Conference and is a frequent speaker on electronic discovery. |
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Cecil A Lynn III, Esq.
Director of Industry Relations, LexisNexis Applied Discovery
Cecil works with law fi rms, government organizations and industry experts to educate the legal community on the continually evolving case law and technology of electronic discovery. He is a former trial attorney and a frequent speaker on a wide variety of e-discovery topics, including advanced e-discovery, data accessibility, document retention, and inadvertent disclosure. He is also an instructor for the National Institute for Trial Advocacy (NITA) where he teaches courses in electronic discovery, deposition skills, and trial advocacy. |
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James L. Michalowicz
Senior Consultant, Altman Weil, Inc.
Jim specializes in corporate law department practice management, including cost reduction, risk reduction, performance metrics, records management and discovery management. He also assists law firms in developing alternative fee arrangements, responding to RFPs and creating strategic marketing efforts directed toward corporate law departments.
Prior to joining Altman Weil, Mr. Michalowicz was the Litigation Program Manager for Tyco International, Inc. In that position, he coordinated law firm and supplier convergence programs, early case assessments, alternative fee arrangements, e-discovery management and performance metrics.
For over a decade he worked at E.I. DuPont de Nemours and Company as the Business Manager of its Legal Department, as well as the Manager of Litigation Support. He began his professional career with two of the pioneers in the automated litigation support field, Informatics and J. Feuerstein Systems.
He is a contributing member to the Sedona Conference Working Group on Electronic Document Retention & Production and an editor for the Sedona Guidelines: Best Practices for Managing Information & Records in the Digital World. In 2002, he became a member of the Board of Advisors for the Legal Sales and Services Organization and in 2005 he joined the Georgetown University CLE Advisory Board supporting the E-Discovery Institute. |
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Reza Memar
Sr. Director of Client Services and Support, PSS Systems
Reza has assisted dozens of companies implementing legal holds, discovery, and retention solutions. In these activities, he often functions as a translator between the litigation team and the IT department. Reza has over 20 years of experience in product and solution defi nition, development, deployment, and support of various software technologies. Reza spent the fi rst fi fteen years of his career at Hewlett-Packard. He held various positions in HP’s R&D and Services organizations. Reza holds a BS in Industrial and Systems Engineering from University of Southern California and an MS in Computer Science from San Diego State University. |
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Tom Morrissey
Senior Director, IT Litigation, Purdue Pharma LP
Tom is responsible for the development and implementation of technology for the Legal Department at Purdue Pharma LP. His responsibilities include all aspects of collection, preservation, discovery and production of documents and data in support of the offi ce of General Counsel. Tom works closely with counsel, vendors and consultants in support of these efforts. His experience prior to Purdue was as the Manager of Practice Systems for Summation Legal Technologies, Inc and CaseVault in New York. Tom has a BBA degree and a Paralegal Certifi cate. |
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Cathy Muir
Senior Corporate Counsel, Sprint Nextel
Cathy leads the e-discovery and records compliance initiatives for Sprint Nextel. She has been with the
company for eight years. |
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Miles O’Meara
OGC Business Management, Merrill Lynch Miles is a director in Merrill Lynch’s Office of General Counsel. He specializes in complex program management and is currently managing the firm’s electronic discovery initiative, which is aimed at improving discovery processes and effectively managing discovery costs. Miles has over 12 years of experience in the financial industry and has spent time in many focus areas; including marketing, technology, debt product distribution, syndicate equity, legal, and human resources. (Chicago and New York) |
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Deidre Paknad
President & CEO, PSS Systems, Inc.
Founder, CGOC Deidre leads PSS Systems and is the innovator behind the company’s visionary Atlas legal holds and
retention management software. She founded the CGOC in early 2004, is a member of the Sedona legal holds and legacy data teams, and is a recognized subject matter expert on legal holds and enterprise retention management. She is a seasoned software entrepreneur and executive. Deidre previously founded and was CEO of CoVia Technologies, where she was twice inducted into the Smithsonian Institution for innovation. |
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Harry Pugh
Managing Director, Operations & Technology Policy Coordinator, Citigroup, Inc.
Harry is currently the Managing Director of Reengineering for Operations and Technology at Citigroup where he leads the development and implementation of a number of corporate policies. Prior to this role, he was Chief of Staff at Citigroup Mortgages. His long, successful tenure at Citigroup also includes Director of Recoveries US Card Products and as Controller for Global Bank Cards. He holds a BA and a Masters degree from Harvard University. |
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Darryl P. Rains
Attorney and co-chair Securities Litigation Group, Morrison & Foerster, LLP
Darryl specializes in cases involving securities laws and currently serves as co-chair of Morrison Foersters Securities Litigation Group. He has represented hundreds of companies, officers, directors, and other institutions in all types of civil securities cases, including class actions, derivative actions, and enforcement proceedings commenced by the SEC. He has conducted several internal investigations for public companies and their directors. He also represents investment banks, brokerage firms, and venture capital funds in individual actions brought by investors and portfolio companies. Darryl has successfully tried cases to verdict in federal and state courts and before the NASD, NYSE, and the American Arbitration Association. Representative clients include Alcatel, Bank of America, Charles Schwab, Goldman Sachs, and Oracle as well as a number of corporate executives. |
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Jonathan M. Redgrave
Chair, Redgrave Daley Ragan & Wagner LLP
Jonathan has been involved in litigation and complex litigation management in tobacco cases, insurance
coverage litigation, appellate matters, and general business litigation for over 15 years. As a Partner at Redgrave Daley Ragan & Wagner LLP, he regularly addresses pre-litigation concerns and solutions, as well as litigation strategies, involving the discovery of electronic documents, legal issues concerning document retention policies and practices, and the use and management of technology in the courtroom. He conceived of and serves as Chair of the Sedona Working Group on Best Practices for Document Retention and Production. |
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Mark Reichenbach
Director, Discovery and Regulatory Response Team (DARRT), Offi ce of General Counsel, Merrill Lynch & Co., Inc.
Mark is a Director on the Discovery and Regulatory Response Team (DARRT) within the Office of General Counsel at Merrill Lynch, New York. Mark recently oversaw two analyst teams that respond to a range of regulatory bodies and opposing counsel. He is involved in the organization’s Legal Hold and Collection initiatives and assists attorneys and outside counsel with tactical and technical guidance for "meet and confers" and Rule 30(b)(6) depositions. Prior to joining Merrill Lynch, Mark worked for over a decade as a Director of Litigation Support for both plaintiff and defense firms on complex litigation and electronic evidence matters. Mark has been a member of The Sedona Conference Working Group on Electronic Document Retention and Production (WG1) since 2002 and a member of Georgetown University CLE EDiscovery Advisory Board. |
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Mark Ricca, Esq.
Executive Vice President, General Counsel and Assistant to the COO, NYCBancorp
Mark has been Executive Vice President and General Counsel of the Company and its primary subsidiary, New York Community Bank, since 2003, and was named Assistant to the Chief Operating Officer in 2005.
Previously, he was an executive with Haven Bancorp, Inc. with roles including General Counsel, Corporate Secretary, and Chief Compliance Officer. Before joining Haven Bancorp, Mr. Ricca was a partner in the law firm of Ricca & Donnelly and worked for General Electric Company, holding various positions in finance, auditing, management and financial sales.
Mr. Ricca is Chairman of the Insurance Committee of the Community Bankers Association of New York State. |
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Harold J. Ruvoldt
Litigation & Dispute Resolution Corporate Governance & Regulatory Government Investigations & White Collar Defense, Nixon Peabody LLP
Harold has extensive diverse experience in complex civil litigation and white-collar criminal litigation.
His experience spans a wide spectrum of intricate commercial litigations, and criminal defense. Harold has been lead counsel in a wide variety of class actions; he has tried more than 150 cases to verdict in both state and federal courts. He has served as principal outside counsel for a number of corporations and it’s executives in many matters. He has a J.D. and an LL.B. from Seton Hall University and an M.B.A. from Rutgers University Graduate School. |
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James Santangelo
IDRS Director, PricewaterhouseCoopers

James is director in IDRS with more than 15 years of diversified systems technology experience and specializes in the assessment, recommendation, evaluation and implementation of technology solutions for record management programs. These technology solutions include email and document archiving, content management, file systems and backup, among others. James focuses on the design and development of content management systems – identifying business, functional and technology requirements. He has project management proficiency derived from his years of managing successful development and delivery of solutions to meet client needs.
Clients James has provided record management services for include American Express, Blue Cross Blue Shield of Tennessee, CarrAmerica, CMS Energy and US Bancorp. He also has provided tax department content management solutions for companies such as Aetna, AT&T, Eli Lilly, General Electric, Kodak, Schlumberger and Shell Oil. He has developed workflow and knowledge sharing solutions for IBM, Lucent, McKinsey and Viacom. James is recognized as an expert in content management and has been published on KMMagazine.com and the Americas Insurance Digest. |
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Liz Schimmel
Legal Holds Coordinator, Halliburton Company

Prior to joining Halliburton in April 2006, Liz worked at EDS Corporation in the Litigation Department for over 20 years. While a senior litigation paralegal at EDS, she worked on complex commercial litigations involving the hearth care industry and government contracts, managed the matter management system for the Litigation Department and worked extensively on audit and compliance issues relating to litigation. She has been involved in e-discovery issues for more than 10 years. (Houston) |
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Gideon A. Schor
Partner, Wilson Sonsini Goodrich & Rosati, PC
Gideon Schor is a partner in the firm's New York office, where his practice focuses on securities litigation, compliance matters, white collar crime, and internal investigations. Gideon joined Wilson Sonsini Goodrich & Rosati from Credit Suisse, where he served as director of litigation for the Americas. During his tenure, he was responsible for the company's civil litigation docket in North and South America, specializing in securities underwriting, investment banking, derivatives, asset management, and real estate. As chair of Credit Suisse's e-discovery project, he designed Web-based workflow software for tracking large-scale corporate discovery, and developed deep expertise in document retention and data storage media.
Prior to Credit Suisse, Gideon spent 13 years in the civil division of the U.S. Attorney's Office for the Southern District of New York, where he was appointed chief appellate attorney in 1999. He supervised all of the federal government's civil appellate litigation in the U.S. Court of Appeals for the Second Circuit, including recommendations to the U.S. Solicitor General concerning Supreme Court review. Besides litigating more than 200 appeals, he maintained a steady trial practice, representing dozens of federal agencies in complex regulatory and constitutional matters and focusing on commercial fraud, the False Claims Act, and civil RICO. In 2001, he received the Justice Department's Director's Award. His work has resulted in 99 reported decisions and 50 other Web-accessible decisions.
A frequent lecturer on electronic discovery, Gideon has been an adjunct professor at New York Law School and Fordham Law School, where he taught conflict of laws and legal writing, respectively. He is a member of the Association of Corporate Counsel and served on the Amicus Committee of the Securities Industry Association. |
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Eric Schwarz
Americas Leader, Legal Technology Fraud Investigation & Dispute Services, Ernst & Young, LLC
Eric is an internationally recognized thought leader and testifying expert in the field of electronic
discovery and computer forensics. He is a participant in the Sedona Conference Working Group on Best Practices for Electronic Document Retention and Production and will lead the Litigation Hold Special Project Team with Ashish Prasad from Mayer, Brown, Rowe & Maw and Elizabeth Cabraser of Lieff, Cabraser, Heinmann & Bernstein.
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Lisa J. Sotto
Partner, Practice Leader, Information Privacy and Records Management Practice, Hunton & Williams, LLP

Lisa's practice focuses on records management and privacy issues. She develops comprehensive corporate records management programs, including records management policies and procedures, company-wide records inventories, records retention schedules, legal hold templates and logs, training materials, and audit mechanisms. Lisa also assists clients in identifying, evaluating and managing risks associated with privacy and information security practices of companies and third parties; and she conducts all phases of privacy assessments and information security audits. Lisa advises clients on Sarbanes-Oxley (records retention requirements), GLB, HIPAA, COPPA, CAN-SPAM and other U.S. state and federal privacy and information management requirements; the Canadian Personal Information Protection and Electronic Documents Act (PIPEDA); and global data protection laws. She drafts and negotiates contractual agreements concerning data uses and confidentiality. Her practice previously focused on complex environmental issues, including Superfund and environmental transactional matters.
Lisa recently was appointed Vice Chairperson of the United States Department of Homeland Security’s Data Privacy and Integrity Advisory Committee. The Committee advises the Secretary of DHS and its Chief Privacy Officer on privacy, data integrity and data interoperability matters. Lisa also has testified before a U.S. government agency on privacy issues.
Lisa is a frequent speaker and her published articles include co-author, The Obligation to Preserve Electronic Evidence: Is Zubulake V a Gift or a Bomb?; author, For the Record New Risks in Records Management Require New Procedures,;author, Client Alert: Document Retention Programs: Managing New Risks. |
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William A. Tanenbaum
Attorney and Chair, Technology, Intellectual Property & Outsourcing, Kaye Scholer, LLP
William is the international chair of the Technology, Intellectual Property & Outsourcing Group at Kaye Scholer LLP and a partner in the firm's New York office. An intellectual property and technology lawyer, his practice focuses on technology transactions, intellectual property protection and IP and technology litigation, with a particular emphasis on software licensing, outsourcing, privacy and data protection, and establishing IT and IP infrastructures in China. He is routinely involved in information technology ("IT") matters, intellectual property strategic counseling, computer-related agreements, technology, business process and offshore outsourcing, IT and IP aspects of Homeland Security legislation and IT agreements for medical institutions. William has been selected as Outside Technology Counsel, Outside Privacy Counsel and/or Outside Intellectual Property Counsel by members of the Fortune 500 and other leading companies.
William is co-author of a book entitled A Guide to the European Data Protection and Privacy Laws for U.S. Companies, and is the chairman of annual legal conferences for PLI and the Bar Association of the City of New York on Outsourcing, Litigating Computer Disputes, Information Technology Licensing, Privacy, Protecting the Corporation from Security and IT Risks, and Intellectual Property. In a recent survey, he was recognized as a "pioneer in the legal profession, identifying unique issues and drafting tech-savvy contracts" and, with respect to information technology, as a "veteran intellectual property and patent attorney." In another recent survey of information technology and outsourcing firms in New York, Kaye Scholer was ranked third in the category for law firms and William was ranked second in the category for individual attorneys (both rankings were ties). |
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Gerard Verweij
Technology Advisory Services Partner, PricewaterhouseCoopers
Gerard is responsible for PricewaterhouseCoopers Technology and Data Advisory services in the North East region.
Currently he is working on technology advisory engagements with a number of high technology companies, banks, insurance and manufacturing companies on retention, identity management, threat and vulnerability management and data management. |
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Bruce Whitney
Assistant General Counsel, Litigation, Air Products and Chemicals, Inc.
Bruce is Assistant General Counsel, Litigation, in the Chemicals Group at Air Products and Chemicals, Inc.
His recent practice has focused on plaintiff’s actions in complex commercial litigation. Bruce manages adversarial situations, in court or before an agency. He is frequently a speaker at technology and legal conferences. |
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John W. Woods
Partner, Co-chairman of Financial Institutions Practice Group, Hunton & Williams, LLP

John Woods represents national and international financial services companies in internal investigations, regulatory inquiries, class actions, and complex litigation matters. He currently represents one of the largest insurance intermediaries in the US in the ongoing state and federal investigations into the insurance brokerage industry. John is also representing a major life insurance companies in the SEC’s investigations into the accounting of certain reinsurance products. Previously he represented a number of life insurance companies in consumer fraud class action litigation over the sale of certain types of insurance products.
John serves as special litigation consultant on electronic discovery issues for four Fortune 200 Companies, and has spoken and written on the topic of e-discovery. |
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James M. (Jim) Wright, P.E.
Director of E-Discovery, Halliburton Company
Jim, an increasingly-requested speaker on Electronic Discovery, spent over 25 years in the engineering and construction industry before founding a project management consulting group in 1991 where he became active as a testifying expert.
Recruited in 2001 to Halliburton as an in-house expert, his subsequent research into electronic discovery led to his current role as the principal architect of E-Discovery protocols at Halliburton. He advocates strong participation by corporate litigants in E-Discovery and has developed detailed work processes focused on cost and risk management. |
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