[Webinar] eDiscovery Playbooks: How to Win by Day and Sleep at Night

September 22nd, 1:00 pm - 2:00 pm EDT
Association of Certified E-Discovery Specialists (ACEDS)
Contact
September 22nd, 2022
1:00 PM - 2:00 PM EDT

No matter what sport you’re playing, you need a playbook – and litigation preparedness is no different. Regardless of your industry, your organization needs a comprehensive, ‘living’ plan for managing the many roles, responsibilities, processes, procedures, systems, and data tied to a legal event. This includes responding to subpoenas, initiating or defending lawsuits, and responding to an investigation.

2022 has been an exceptionally active year in eDiscovery case law. Without a playbook, as recent headline grabbing outcomes have shown, litigation management is a dream that can quickly become a nightmare for the parties and their counsel. With an eDiscovery playbook, however, you will streamline processes, create repeatable and defensible workflows, and significantly reduce legal risks and spend. You’ll also sleep better at night.

In this webinar, we’ll cover:

  • Why you need an eDiscovery playbook
  • Where to begin, and who is involved?
  • How to budget for an eDiscovery playbook
  • Now that you have your playbook, what’s next?

Speakers

Karen Hourigan, Esq.

Karen Hourigan, Esq.
Experienced Litigator
eDiscovery and Information Governance

Karen Hourigan is an experienced litigator who has focused her practice on eDiscovery and Information Governance for over 13 years. She provides legal advice to multinational corporate clients regarding Records & Information Management, Information Governance, litigation readiness, and defensible data disposition. She is a roll-up-the sleeves lawyer who has worked with dozens of organizations on their eDiscovery playbooks. This experience includes creating, tailoring, training on, enforcing, and updating eDiscovery playbooks. As a frequent eDiscovery litigator, Karen often must quickly obtain a comprehensive and deep understanding of her clients’ eDiscovery playbook (or lack thereof) to develop the most effective strategy for avoiding or litigating a discovery dispute.

Ellen Kuplic

Ellen Kuplic
COO
Donohue Brown Mathewson & Smyth LLC

Ellen Kuplic spent her early years training, managing and developing teams of skilled paralegals at two notable law firms, then devoted 15 years in-house, building and subsequently managing the discovery program for one of the world’s largest petroleum companies. Ellen has designed and put into action legal operations teams and counseled senior managers, GCs, and others in the legal world to help manage legal costs across the EDRM. She is currently COO at DBMS LLC where her experience and leadership qualities are valued across nearly all aspects, service offerings, technology, and operations of the firm.

Makenzie Windfelder

Makenzie Windfelder
Partner
McCarter & English

Makenzie Windfelder is a veteran litigator who regularly represents some of the world’s largest pharmaceutical and medical device manufacturers in high-stakes product liability and multidistrict litigation. She is valued by clients for her depth of experience particularly in the realm of e-Discovery, where she advises clients on complex discovery issues and implementation of defensible, consistent, cost-effective strategies. Makenzie has considerable experience in the electronic discovery arena and has served as Special Discovery Master in the Superior Court of Delaware. She is also a member of the Electronic Discovery Institute and the Sedona Conference® Working Group on Electronic Document Retention and Production.

Barry Schwartz, Esq., CEDS

Barry Schwartz, Esq., CEDS
SVP, Advisory Services
BIA

Barry Schwartz has more than 35 years of legal and business consulting management experience, including practical expertise with FDA matters and extensive knowledge of the medical device and industrial industries. As BIA’s GC and leading GDPR expert, Barry assists clients in a wide variety of areas including litigation and discovery, data retention & management, document review, regulatory compliance, privacy and cybersecurity. Barry is a licensed attorney, a certified eDiscovery specialist (CEDS) and a certified Brainspace 6 analyst. He has been a vital part of BIA’s growth and offerings, including the development of custom created documents for clients such as eDiscovery playbooks, ESI production protocols and custodian questionnaires.

Mark MacDonald, CEDS

Mark MacDonald, CEDS
SVP of Business Development
BIA

Mark MacDonaldis a certified eDiscovery specialist (CEDS) with years of senior management experience and a passion for the eDiscovery industry. Mark has managed thousands of matters, providing clients with a proactive, defensible, technology-driven approach to managing electronically stored information (ESI) that contemplates the entire lifecycle of digital evidence. He serves on the internal eDiscovery planning committees for several of BIA’s clients, advising on best practices and workflows across a wide variety of issues, including complex eDiscovery, advanced analytics, managed attorney review, computer forensics investigations, data security and compliance-related matters.

PRESENTED BY:

Association of Certified E-Discovery Specialists (ACEDS)
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