Project Management Considerations for Preservation and Legal Holds
Robert M Gerbrandt, TD Bank Financial Group

Discovery Essentials Boot Camp

Faculty:
James Holley, Ernst & Young
Eric Schwarz, Ernst & Young
James Wright, Halliburton Company
Matthew Cohen, Skadden, Arps
Tom Barnett, Sullivan & Cromwell
Ronald J. Hedges, U.S. Magistrate Judge
Gideon Schor, Wilson Sonsini Goodrich & Rosati
Carmen Oveissi Field, PSS Systems
Deidre Paknad, PSS Systems

Finding and Leveraging Talent – Ramping Up your Discovery Team
Gideon Schor, Wilson Sonsini Goodrich & Rosati

Staffing for Success – Roles and Responsibilities of Discovery Managers
Tom Barnett, Sullivan and Cromwell
James L. Michalowicz, Altman Weil

Essential Expertise — Skills and Capabilities Needed on Staff
James Wright, P.E.,Halliburton Company
Deidre Paknad, PSS Systems

Annual Summit, New York City
January 26-27, 2006
Matthew Cohen, Skadden
Ronald J. Hedges, U.S. Magistrate Judge
Harry Pugh, Citigroup
James Santangelo, PricewaterhouseCoopers
Gideon Schor, Wilson Sonsini Goodrich & Rosati
James Wright, Halliburton Company

Litigation Holds Checklist: Monitoring for Departing Employees & Other Key Elements in Active Litigation
Meredith Kotler

The New Role of Records Coordinators: The Connection to Discovery
Lisa Sotto
John Woods

The New Standards in Discovery: Implications of the Latest Verdicts
CGOC Executive Breakfast

Driving Strategic Advantage through Better Information Policies
CGOC 2005 Summit

Collecting Documents on an Expedited Basis – Practical Guidelines
David J. Berger

Data Talks - A Primer on Data Forensics
Paul Lewis

Policies for Electronic Information - Your Risks & Obligations
Adam Cohen

Conducting an Information Inventory
Fred Diers

CGOC Webcast
July 26, 2006

Essential Expertise for Corporate Ediscovery Managers
This comprehensive full-day session covered the litigation and preservation basics, including evidence management and specific data challenges, chain of custody issues, and collection best practices. The course faculty included a magistrate judge, outside counsel with extensive electronic discovery expertise, electronic discovery consultants and computer forensic experts, as well as innovative discovery managers from the Fortune 100.

Faculty:
James Holley, Ernst & Young
Eric Schwarz, Ernst & Young
James Wright, Halliburton Company
Matthew Cohen, Skadden, Arps
Tom Barnett, Sullivan & Cromwell
Ronald J. Hedges, U.S. Magistrate Judge
Gideon Schor, Wilson Sonsini Goodrich & Rosati
Carmen Oveissi Field, PSS Systems
Deidre Paknad, PSS Systems

Event Agenda »

This working web cast will focus on bringing new talent on board or transitioning existing staffers to their new role in discovery management. A 90-day plan will provide a template for learning and working for the fastest ramp up and a one-year outlook will offer a strategic vision for long-range improvements the discovery team can achieve.

CGOC Webcast
May 9, 2006

This working web cast will provide template job descriptions, roles and responsibilities of in-house discovery managers. Scope of responsibilities issues and best practices for coordination with the broader litigation team (attorneys, paralegals, service bureaus and outside counsel) will be highlighted; working models and bench marks from the CGOC alumni will be key elements of the group discussion.

CGOC Webcast
April 11, 2006

This working web cast covers the merits and costs of having discovery expertise on staff. Various models are discussed with their trade offs (hybrid IT staff, dedicated litigation personnel, paralegals driving discovery, and using outside resources to own the process). A bench mark for internal skills and capabilities will be provided as a basis for group discussion and debate.

CGOC Webcast
March 14, 2006

The Annual CGOC Summit Sets the Tone for the Year
Each January, CGOC kicks off the year with a Summit of stakeholders on retention and preservation. The 2006 Summit will go soup to nuts: from retention programs and strategies, to preservation processes and strategies. Subject matter experts from leading corporations and law firms will present their knowledge, and in-depth roundtables and a reception will offer the opportunity to engage in active conversation with industry peers. This year’s Summit features:

• Magistrate Judge Ronald J. Hedges discussing whether the Zubulake case sets the benchmark
  
• Implications of the new Federal rules and the proposed NCSC guidelines from Mayer Brown
  
• Citigroup’s strategy for global retention management
  
• Collection protocols and management with Skadden Arps
  
• Benchmarking tools to establish your litigation readiness with LECG
  
• Robust preservation processes with Wilson Sonsini and PSS Systems
  
• Halliburton exploring when to manage e-discovery in house and when to call in an outside expert
  

CGOC 2006 Summit
January 26-27, 2006
New York, NY

The discussion will address whether litigators should routinely monitor for departing employees, the implications of doing so, and modern approaches for monitoring.

CGOC Discovery Lunch Series
September 26, 2005

The discussion addressed the role of records coordinators in discovery and how to garner operations and line of business support for core litigation processes.

CGOC Discovery Lunch Series
September 15, 2005

Gideon Schor, Credit Suisse First Boston
Director of Litigation for the Americas

Adam Cohen, Weil, Gotshal & Manges
Partner and co-author Electronic Discovery: Law and Practice

Deidre Paknad, PSS Systems, Inc.
President & CEO

The now infamous Zubulake and Coleman verdicts have vaulted effective retention and production to the top corporate priority. Our guest experts analyzed the impact of these verdicts and offered their perspectives on what processes and procedures must be in place to protect your company.

CGOC Executive Breakfast
July 12, 2005
Weil, Gotshal & Manges
New York, NY

Foremost legal experts offered their perspectives on how to ensure that you're effectively and efficiently meeting your business, legal and governance obligations — today and in the future.

CGOC 2005 Summit
January 27-28, 2005
New York, NY

You’re faced with a critical legal or regulatory issue and need to quickly respond to a document request. The approach you take can increase your costs and risks. David offers clear, practical guidelines for how to collect documents quickly and efficiently with minimum disruption to your business.

Specializing in corporate governance, M&A and securities litigation, David brings valuable experience to our Council. David represented Hewlett-Packard in its successful proxy contest to acquire Compaq, and also tried the case of Walter Hewlett v. Hewlett-Packard Corp., which resulted in a complete victory for HP. Also, he represented J.D. Edwards in its merger with PeopleSoft and in its response to Oracle's hostile tender offer.

CGOC Webcast
September 21, 2004

Electronic records speak volumes and forensics can really make them talk. Find out where data forensics fits into discovery and what your company may need to do to prepare. Paul will share real case studies and examples of what data forensics searches can recover and expose. He’ll offer practical suggestions to mitigate your costs and risks and even examples of when data forensics can help you.

CGOC Webcast
June 30, 2004

Get frank insights on your risks and obligations for electronic records management, and find out if your retention policy will work for you or against you.

CGOC Webcast
March 25, 2004

Discover emerging practices for records inventory and retention policy design being used by Tyco and Pfizer to meet evolving regulations and risk management goals.

CGOC Webcast
Feb 25, 2004