Past Events
Dallas CGOC Meeting:
Reducing E-Discovery Costs while Improving Process Integrity
June 30th, 9:00 a.m. - 1:00 p.m.
Speakers: Liz Schimmel, Halliburton; Tina Gibson, Devon Energy; Amir Alavi, Ahmad, Zavitsanos & Anaipakos, P.C.; Deidre Paknad, PSS Systems
Discussion leaders Liz Schimmel from Halliburton, Tina Gibson from Devon Energy, Deidre Paknad, CGOC founder, and Amir Alavi of Ahmad, Zavitsanos & Anaipakos P.C. discussed strategies and practical advice to:
- Reduce legal hold mis-steps in light of Judge Rosenthal's Rimkus decision and Judge Schiendlin's Pension decision, which set new thresholds for monitoring holds and collections
- Get every efficiency possible in preservation and discovery to scale strained staff yet ensure a rigorous process
- Apply case and discovery strategies that lower litigation costs
- Identify and address the root causes of high ediscovery costs
CGOC Web Meeting:
Novartis Discovery Checklist for the Cloud
June 29th, 10:00 a.m. Pacific
Webinar
Speaker: Pamela Roberts, Novartis
Like many companies, Swiss pharmaceutical giant Novartis is planning to migrate some data to a "dedicated cloud" environment. Pam Roberts, Head of Legal Data Services, shares the diligence checklist she used to identify challenges and related solutions for electronic discovery in this environment.
This June 29th webinar is ideal for legal, RIM and IT staff.
Houston CGOC Meeting:
Legal Holds & E-Discovery Under Pressure
June 17, 2010, 9:00 a.m. - 1:00 p.m.
Speakers: Robert Levy, ExxonMobil; Tina Gibson, Devon Energy; Amir Alavi, Ahmad, Zavitsanos & Anaipakos, P.C.; Deidre Paknad, PSS Systems
Discussion leaders Robert Levy of ExxonMobil, Tina Gibson of Devon Energy, Deidre Paknad, CGOC founder, and Amir Alavi of Ahmad, Zavitsanos & Anaipakos P.C. discussed strategies and practical advice to:
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Reduce legal hold mis-steps in light of Judge Rosenthal's Rimkus decision and Judge Schiendlin's Pension decision, which set new thresholds for monitoring holds and collections
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Best manage a sudden increase in incoming requests and claims
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Get every efficiency possible in preservation and discovery to scale strained staff yet ensure a rigorous process
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Prevent oversight and error with internal process controls and transparency between legal and IT
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Efficiently monitor your discovery process to control cost and mitigate risk
CGOC RIM Working Group Meeting:
Conducting Information Inventories across Business Units and Departments
June 16th, 10:00 a.m. Pacific
Webinar
The CGOC RIM working group meeting featured a discussion on doing information inventories across business units and departments. The meeting covered:
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Why an annual inventory by consultants is antiquated and out of pace today
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How the inventory enables rapid discovery and IT to manage information by its value
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How records coordinators and departmental governance delegates are the true “cartographers” of the discovery data map because of their business context
Harry Pugh, former EVP of information policy at Citigroup and group co-chair, shared 5 lessons learned. Lorrie Luellig, of counsel at Ryley Carlock & Applewhite and group co-chair, shared her perspective on how knowing what the business has reduces discovery and compliance risk.
This June 16th RIM Working Group meeting was appropriate for RIM staff and legal and IT staff working on data source map initiatives.CGOC Web Meeting:
Abbott's Approach to Reducing Legal Risk and Cost in Data Collection
May 20th, 10:00 a.m. Pacific
Webinar
Do you have a highly iterative, largely manual collections coordination process between Legal and IT? Has data been overlooked or mishandled in collections? Find out how to reduce risk and streamline the process in this replay of the CGOC Web Meeting.
Kim Borzick, Legal eDiscovery IT Manager at Abbott shares her processes and experience in rigorous, efficient data collections. In the one-hour web meeting, Kim covers:
- The importance of a single source of truth from holds through data collection
- Enabling key stakeholders in Legal and IT with facts and automation so "documenting" doesn't compete "doing" the collection work
- Indexing collections by data source, custodian and matter automatically to reduce risk, effort and error
- Improving collection instructions and cross-team communications to reduce interpretation and cycle time
- Avoiding blind delegation while ensuring the right person does the right job at the right time
CGOC Web Meeting:
Introduction to the Information Management Reference Model — how it provides a construct for linking business value and legal duties to information sources
May 5th, 2010, 10am Pacific
Teleconference
IMRM will be as important in information governance as EDRM has been in ediscovery. Make sure you're up to speed and get an introduction from IMRM drafting committee members Deidre Paknad and Lorrie Luellig on May 5th. Harry Pugh, Former Managing Director and global RIM program owner at Citigroup will lead a discussion on global information management practices. The meeting will conclude with a discovery and information management toolkit that will help companies address their current process maturity on a four-level maturity scale to identify areas of risk and model a path to improvement.
RIM Working Group Meeting:
Legal Groups — Neither Useful nor Defensible
April 14th, 2010, 10am Pacific
Teleconference
The first RIM Working Group meeting of 2010 continued from the discussion started at the CGOC Summit in January — legal code groups and what they are, what's at risk, and why they aren't useful. Co-chairs Lorrie Luellig and Harry Pugh shared their legal perspective and operational knowledge.
CGOC Summit 2010
Adapting to Changing Facts: From Best Practice to Next Practice
for RIGOROUS DISCOVERY and DEFENSIBLE DISPOSAL
January 20-21, 2010, Scottsdale, Arizona
With experts from Abbott Labs, Devon Energy, Travelers and more.
Show Me the Money!
Chicago, IL - 06.03.09 - Executive Workshop
With experts from Allstate, Abbott Labs, and PricewaterhouseCoopers.
Litigation Cost Control — The Discipline of the Decade
Houston, TX - 05.19.09
San Francisco, CA - 05.21.09
New York, NY - 05.27.09
With experts from Allstate, Abbott Labs, First Data, Johnson & Johnson, PwC and Williams.
5th Annual CGOC Summit
Reducing the Heavy Footprint of Legal Duties on the Corporate Bottom Line
Amelia Island, Florida
01.22.09 - 01.23.09
With experts from Travelers, Citigroup, First Data Corporation, GE, AlixPartners, Connolly Bove Lodge & Hutz, Ryley Carlock & Applewhite, American Express, BP, Hunton & Williams, Capital One, Novartis Corporation, Huron Consulting Group, Abbott Laboratories, and more.
Benchmark Survey on Prevailing Practices for Legal Holds in Global 1000 Companies
Research conducted by CGOC and Huron | Sponsored by PSS Systems
Thursday, October 30, 2008, 10:00 AM - 11:00 AM PDT
Two Key Conflicts in Discovery
Houston, TX
10.23.08
Sponsored by Seyfarth Shaw
Legal Holds 2.0
San Francisco, CA
10.21.08
Sponsored by Seyfarth Shaw
Synchronizing Stakeholders across Legal and IT
Chicago, IL
10.08.08
Sponsored by Seyfarth Shaw
Intersection of Privacy, Discovery and Regulatory Retention Obligations — a Legal and Operational Review
4th Annual June Workshop
With guest experts from BP, GE, Citigroup, Ernst & Young, PwC, Redgrave, Daley, Ragan & Wagner, and Seyfarth Shaw.
New York, NY
06.03.08
Sponsored by PricewaterhouseCoopers, Huron Consulting Group, and Ryley Carlock & Applewhite
The State of the Art in Legal Holds and Corporate Discovery Management
Atlanta, GA
05.22.08
Hosted by Kilpatrick Stockton
The State of the Art in Legal Holds and Corporate Discovery Management
Chicago, IL
05.07.08
Hosted by Winston & Strawn LLP
The State of the Art in Legal Holds and Corporate Discovery Management
San Francisco, CA
04.25.08
Hosted by Winston & Strawn LLP
The State of the Art in Retention and Legal Holds — Case Studies from Merrill Lynch and Citigroup Provide Best Practice Benchmarks
New York, NY
04.08.08
Hosted by Winston & Strawn LLP
4th Annual CGOC Summit
Palm Springs, CA
01.23.08 - 01.25.08
With experts from Citigroup, Nixon Peabody, Alix Partners, Merrill Lynch and First Data Corp.
Data Source Synchronization for Preservation, Discovery & Retention
Houston - 10.11.07
Chicago - 12.04.07
New York - 12.06.07
With Nixon Peabody and EMC
Reduce Your Risk & Increase Your Control
Webinar
10.30.07
with Tom Lahiff, former Citigroup Assistant General Counsel, and Deidre Paknad, PSS Systems
Scenes from an E-Discovery Case
Los Angeles
09.26.07
San Francisco
09.27.07
with K&L Gates
Legal Holds Luncheons
Cincinnati - 06.20.07
Chicago - 06.21.07
Thomas A. Lidbury, Mayer, Brown, Rowe & Maw LLP
Deidre Paknad, PSS Systems
Joint Workshop for Corporate Counsel and IT Executives
New York - 06.06.07
With Judge Grimm, Pfizer, Sprint, Merrill Lynch, Citigroup, and others.
Citations and Schedules
New York - 05.15.07
Tom Lahiff, Citigroup
Reducing Cost and Risk with Better Retention and Preservation
Houston - 04.18.07
Liz Schimmel, Halliburton
Records Coordinator Networks
New York - 04.12.07
Deidre Paknad, PSS Systems
Challenges and Strategies for Legal Holds
Toronto - 03.15.07
Colin Taylor, TD Bank
Rob Gerbrandt, TD Bank
Driving Cost Savings with Effective Retention Programs
New York - 03.14.07
With Citigroup
3rd Annual CGOC Summit
Scottsdale, AZ
02.07.07 - 02.08.07
With Air Products, Citigroup, Prudential, TD Bank, and others.