HomeWebcasteDiscovery and Information Management: Tools, Trends and Updates You Need to Know
Online CLE Information Management CLE

eDiscovery and Information Management: Tools, Trends and Updates You Need to Know

Live Webcast Date: Wednesday, September 27, 2017 from 12:00 pm to 2:00 pm (ET)
eDiscovery CLE & CPERecording

Online CLE Information Management

For the past years, the upsurge of eDiscovery and other technological advancements has made managing and maintaining electronically-stored information (ESI) a lot easier. The proliferation of robust cybersecurity and information management systems has helped companies and organizations prevent intrusions, hacks, security breaches, financial losses, and costly lawsuits. 

Listen as a seasoned team of thought leaders, industry watchers and e-discovery professionals brought together by The Knowledge Group, provides and presents in a Webcast, an in-depth analysis of the fundamentals as well as recent developments in eDiscovery and Information Management. Speakers will go beyond the basics and will give highlights to the tools, trends and updates.

Key topics include:

  • eDiscovery and Information Management – Framework
  • Potential Risks and Threats
  • Information Management in the Cloud Era
  • Policies and Regulations
  • Operating and Maintenance Costs
  • Tools, Trends and Updates

Who Should Attend

  • eDiscovery Professionals
  • eDiscovery Lawyers
  • Information Management Officers
  • Records Managers
  • Corporate Records & Information Management Officers
  • In-house Counsel
  • Legal Advisers
  • Private and Public Companies


Online CLE Information Management
Sarah Thompson
Senior Product Manager
Zapproved, LLC
Online CLE Information Management
Honorable David J. Waxse
Magistrate Judge
U.S. District Court for the District of Kansas
Online CLE Information Management
Rishi P. Chhatwal
AVP - Senior Legal Counsel
AT&T Services, Inc.
Online CLE Information Management
Graham Rollins
In-house Discovery Counsel, Legal Department
Capital One, NA
Online CLE Information Management
Amy DeCesare
Assistant Vice President, Litigation Management
Allied World, a Fairfax Company

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Online CLE Information Management

Sarah Thompson, Senior Product Manager
Zapproved, LLC

  • Why is cyber security a particular concern for the legal industry?
  • Regulatory Environment
  • What are the biggest threats?
  • Practical steps for Attorneys to protect themselves and their clients

Honorable David J. Waxse,
 Magistrate Judge
U.S. District Court for the District of Kansas

  • How do we get to "Just, Speedy and Inexpensive"?
  • Where is proportionality to be considered?
  • How do we use the concept of proportionality?
  • How do you avoid sanctions? 

Graham Rollins, 
In-house Discovery Counsel, Legal Department
Capital One, NA

  • Duty of Competence and eDiscovery
    • What does a lawyer need to know?
    • What are bar associations doing?
  • Engaging an expert or vendor (Rishi)
  • The "education gap" among Attorneys (Amy)

Amy DeCesare,
 Assistant Vice President, Litigation Management
Allied World, a Fairfax Company

  • Handling large data volumes
    • Analytics
    • TAR
    • Effective Cooperation (Graham)
  • Asymmetrical Discovery - Practical tips and strategies when one side has all the data
  • Government Counterparties (Rishi)

Rishi P. Chhatwal,
 AVP – Senior Legal Counsel
AT&T Services, Inc.

  • Information Governance: Implementing IG in a legacy company
  • Cloud Computing: Impacts on information governance and discovery readiness (Graham)
  • In-house eDiscovery: Insourcing vs. Outsourcing at each stage of the EDRM

Online CLE Information Management

Online CLE Information Management

Sarah ThompsonSenior Product ManagerZapproved, LLC

Sarah Sims Thompson is Sr. Product Manager for Data Collect Pro, the cloud-based collections tool of the Z-Discovery platform. Sarah brings a wealth of e-discovery and collections knowledge to guide corporate legal departments towards innovative and modern collection approaches. Her career includes senior product management positions at LexisNexis, Dataflight Inc. and iCONECT Development, LLC and Cumulus Data. She has been instrumental in positioning and managing some of the leading legal technology offerings including iCONECT, iCONECT Global, the Concordance® suite, Hosted FYI™ and LexisNexis Hosted Litigation Solutions (HLS).

Sarah holds a BS in computer science from the University of Western Ontario.

Online CLE Information Management

Honorable David J. WaxseMagistrate JudgeU.S. District Court for the District of Kansas

Dave Waxse is a United States Magistrate Judge for the United States District Court in Kansas City, Kansas having been appointed in 1999 and reappointed in 2007.He is currently serving on recall status. Judge Waxse received his B.A. degree from the University of Kansas in 1967 and his J.D. degree from Columbia University School of Law in 1970. 

He is a Past-President of the Kansas Bar Association and as a KBA delegate to the ABA House of Delegates was a member of the Board of Governors of the KBA from 1988 -2008. He is a member of the Earl E. O’Connor Inn of Court and is a Past-President of the Inn. He is also a member of the American Bar Association (Judicial Division), Johnson County Bar Association, Kansas City Metropolitan Bar Association, Wyandotte County Bar Association and Federal Magistrate Judge’s Association.  Judge Waxse is past Chair of the National Conference of Federal Trial Judges of the Judicial Division of the ABA and a member of the ethics committee of the Judicial Division. He is also the past Chair of the Judicial Division of the ABA.  He is also a fellow of the Kansas Bar Foundation and the American Bar Foundation. 

He is also an Observer to The Sedona Conference Working Groups on Electronic Document Retention and Production (WG1) and International Electronic Information Management, Discovery and Disclosure (WG6). He has been a lecturer in law at the University of Kansas School of Law and has made presentations on electronic discovery and other topics in programs presented by the American Bar Association, the American Association for Justice, the Defense Research Institute, the Federal Judicial Center, the Practicing Law Institute,  the University of Kansas, the University of Missouri at Kansas City, Washburn Law School, Georgetown Law School, and various other organizations. His is the author of “Ethical Implications of Hourly Billing” 67-DEC J. Kan. B.A. (1998),"Do I Really Have To Do That? Rule 26(a)(1) Disclosures and Electronic Information‚"10 Rich .J.L. & Tech. 50 (2004)‚ “Cooperation--What is it and Why Do It? 18 Rich. J.L. & Tech. 8 (2012), “Experts on Computer-Assisted-Review: Why Federal Rule of Evidence 702 Should Apply to Their Use” 52 Washburn L.J. 207 (2013), “Advancing The Goals of a ‘Just, Speedy and Inexpensive’ Determination of Every Action: The Recent Changes to The District of Kansas Guidelines for Cases Involving Electronically Stored Information,” 26 Regent U. L. Rev. 111 (2013), “Clawback Orders” American Journal of Trial Advocacy, 37 Am. J. Trial Advoc. 567 ( 2014),”Search Warrants for Cell Phones and Other Locations Where Electronically Stored Information Exists: The Requirement for Warrants under the Fourth Amendment “ 9 Fed Cts Law Review 3 (2016)

In addition, prior to becoming a judge he was a member of the national boards of the American Civil Liberties Union, the Lawyer’s Committee for Civil Rights Under Law and the American Judicature Society.


Online CLE Information Management

Rishi P. ChhatwalAVP - Senior Legal CounselAT&T Services, Inc.

Rishi is Assistant Vice President and Senior Legal Counsel at AT&T Services, Inc., focused on federal regulatory matters and eDiscovery issues. His practice covers all aspects of antitrust investigations and litigation, including counseling as well as data preservation, collection, processing, review and production. He also speaks regularly at conferences on legal technology issues, and has published articles with co-authors on machine learning and predictive coding. Prior to joining AT&T, Rishi was an associate at Sidley Austin LLP in Washington, D.C., representing Antitrust and Telecommunications Regulatory clients in front of federal courts and agencies.

Online CLE Information Management

Graham RollinsIn-house Discovery Counsel, Legal DepartmentCapital One, NA

Graham Rollins is in-house discovery counsel in the Legal Department at Capital One, NA. He advises the business, in-house counsel, and outside counsel on matters related to electronic discovery. He also manages the company’s internal discovery processes, with a focus on the application of advanced analytics, machine learning, and technology assisted review to control litigation costs and enhance the value of internal discovery processes. Prior to working at Capital One, Graham practiced at firms in Richmond, VA, in Washington, DC, providing electronic discovery and information governance related advice to Fortune 500 clients engaged in a wide variety of litigation. 

Online CLE Information Management

Amy DeCesareAssistant Vice President, Litigation ManagementAllied World, a Fairfax Company

Amy is Vice President, North American Claims Group at Allied World in Farmington, Connecticut.  As part of her role, she partners with both claims analysts and defense counsel in order to ensure that all phases of litigation, including e-Discovery are conducted economically and efficiently.    

Amy is a frequent speaker on topics relating to litigation and technology, including litigation management and cost analytics, electronic discovery, and data security and recently was awarded a prestigious First Chair Award for Top eDiscovery Counsel.

She serves as an officer on the Alumni Board of the Quinnipiac University School of Law as well as Secretary of the Connecticut Chapter of Women in eDiscovery.

Online CLE Information Management

Course Level:

Advance Preparation:
   Print and review course materials

Method Of Presentation:
   On-demand Webcast

   Experience in Data and Information Management

Course Code:

NASBA Field of Study:
   Specialized Knowledge and Applications

NY Category of CLE Credit:
   Area of Professional Practice

Total Credits:
    2.0 CLE

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About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

Founded in 2008 in Portland, OR, Zapproved LLC is a pioneer in developing cloud-hosted software for corporate legal departments. The Z-Discovery Platform returns power to in-house corporate legal teams and helps them navigate electronic discovery with minimal risk and cost, and it sets new standards for scalability and intuitive design. The company’s flagship product, Legal Hold Pro, is widely adopted by Fortune 500 and Global 2000 corporations and won the 2016 Legaltech News Innovation Awards for Best E-Discovery Legal Hold Product, and the company was named as a “vendor to watch” in the 2015 Gartner Magic Quadrant for E-Discovery. zapproved.com

Website: https://www.zapproved.com/

AT&T is recognized as one of the leading worldwide providers of communications services to consumers and businesses. For more than a century, AT&T has consistently provided innovative, reliable, high‐quality products and services and excellent customer care. Today, its mission is to connect people with their world, everywhere they live and work, and do it better than anyone else. AT&T is fulfilling this vision by creating new solutions for consumers and businesses and by driving innovation in the communications and entertainment industry.

Website: https://www.att.com/

Capital One is a diversified bank that offers a broad array of financial products and services to consumers, small business and commercial clients. A Fortune 500 company, Capital One has one of the most widely recognized brands in American. As one of the nation’s top 10 largest banks based on deposits, Capital One serves banking customers through branch locations primarily in New York, New Jersey, Texas, Louisiana, Maryland, Virginia, and the District of Columbia.

Website: https://www.capitalone.com/

Allied World Assurance Company Holdings, AG, through its subsidiaries and brand known as Allied World, is a global provider of innovative property, casualty and specialty insurance and reinsurance solutions. Allied World takes a cutting edge approach to crafting products and services that meet the diverse requirements of our clients and enable us to respond to local needs. This strategy has contributed to our success, allowing us to be entrepreneurial yet financially secure. With 20 offices servicing clients throughout the world we are building a truly global branch network.

All of Allied World's rated insurance and reinsurance subsidiaries are rated A by A.M. Best Company, A by Standard & Poor's, and A2 by Moody's, and our Lloyd's Syndicate 2232 is rated A+ by Standard & Poor's and AA- (Very Strong) by Fitch.

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