Speakers

Hon. Stephen R. Bough (United States District Court, Western District of Missouri)

Hon. Stephen R. Bough

Judge Stephen R. Bough graduated from Missouri State University in 1993. He received his J.D. from the University of Missouri–Kansas City School of Law in 1997. Bough served as a law clerk to Judge Scott O. Wright of the United States District Court for the Western District of Missouri. From 1997 to 1999. He practiced law at Shamberg, Johnson & Bergman and from 1999 to 2002. From 2002 to 2006, he practiced at Henning & Bough. From 2006 to 2014, he had his own practice. Judge Bough also served as an adjunct faculty at the UMKC School of Law from 2002 through 2006. Judge Bough received his federal judicial commission on December 19, 2014 and was sworn in on December 29, 2014.

Hon. David J. Waxse (U.S.D.C. District of Kansas)

Hon. David J. Waxse

Born in Oswego, Kansas, David J. Waxse earned his B.A. degree from the University of Kansas and his juris doctorate degree from Columbia University. Prior to his appointment as a Magistrate Judge in 1999, he was a partner at Shook, Hardy & Bacon. From 1992-1999, Judge Waxse was a member, and one time chair, of the Kansas Commission on Judicial Qualifications, the state judicial discipline organization. He was also a member of the Civil Justice Reform Act Advisory Committee and the Mediation Panel for the United States District Court for the District of Kansas. In addition, he served on the Kansas Justice Commission, established by the Kansas Supreme Court to implement the Citizens' Justice Initiative review of the state justice system.

Hon. James P. O’Hara (U.S.D.C. District of Kansas)

Hon. James P. O’Hara

Following graduation from the Creighton University School of Law, Hon. James P. O'Hara served a two-year judicial clerkship with U.S. District Judges Robert V. Denney and C. Arlen Beam in the District of Nebraska. From 1982 to 2000, Judge O'Hara was in private practice where he served on his firm's executive committee and as managing partner of their Overland Park, Kansas office. In 2000 he was appointed as a U.S. Magistrate Judge in the District of Kansas where he later became the Chief Magistrate Judge in 2013. Judge O’Hara handles the pretrial aspects of civil and criminal cases and, upon consent of the parties, frequently presides over civil jury trials. He has significant experience managing MDL and class action litigation, and also serves as his court’s ADR coordinator. Since joining the bench, Judge O’Hara has remained active in several bar and community organizations where he frequently speaks on eDiscovery. Currently, Judge O’Hara serves as the only Magistrate Judge representative on the Budget and Finance Advisory Council for the U.S. Courts. Judge O'Hara is perhaps most known for recently authoring two of the most controversial decisions to come out of the District of Kansas wherein he stated that all objections to discovery requests are waived if a party asserts objections and then answers "subject to" or "without waiving" their objections.

Hon. Shira A. Scheindlin (U.S.D.C. Southern District of New York, retired)

Hon. Shira A. Scheindlin

Former United States District Court Judge Shira A. Scheindlin is a member of the Litigation Practice Group and serves as an arbitrator/mediator under the auspices of JAMS.
Judge Scheindlin, who was appointed to the bench in 1994 by President Bill Clinton, has presided over numerous criminal and civil cases during her 22-year tenure with the Southern District of New York. Among many important cases, her opinions in electronic case management are recognized as case law landmarks, and she is the co-author of the first casebook on electronic discovery. Judge Scheindlin previously served as an Assistant United States Attorney for the Eastern District of New York, a Magistrate Judge in the Eastern District of New York and General Counsel for the New York City Department of Investigation. Earlier in her career she spent many years in private practice, including a stint as a litigation associate at Stroock.

Hon. Kristen L. Mix (U.S.D.C. District of Colorado)

Hon. Kristen L. Mix

Kristen L. Mix graduated from Middlebury College, cum laude, with a degree in English. She obtained her J.D. from the University of Colorado School of Law and practiced law in Denver until 2007, when she was appointed to the federal bench. Magistrate Judge Mix’s expertise prior to her appointment was in labor and employment law. In 2006 and 2007, Judge Mix was recognized as a top employment lawyer by Chambers U.S.A. and named one of the top twenty-five women lawyers in Colorado by 5280 Magazine.
Magistrate Judge Mix serves on the Judicial Conference of the United States’ Committee on the Administration of the Magistrate Judge System and on the United States District Court for the District of Colorado’s Local Rules Committee. She is the Tenth Circuit representative to the Federal Magistrate Judges’ Association Board of Directors and chaired the FMJA’s 2012 Convention Committee. Judge Mix is also a member of the Sedona Conference’s Working Group 1 and was the judicial participant in the recently published Commentary on Possession, Custody and Control of documents under Fed. R. Civ. P. 34.
Magistrate Judge Mix is a member of the Board of Directors of the Colorado Family Medicine Institute and is on the faculty of the National Institute of Trial Advocacy. She was the judicial co-founder of the Colorado Intellectual Property American Inn of Court, and recently created a public-service internship program for diverse second and third-year law students. She is a frequent writer and speaker on the law.

Hon. Andrew J. Peck (U.S.D.C. Southern District of New York)

Hon. Andrew J. Peck

Magistrate Judge Andrew J. Peck graduated with honors from Cornell University in 1974 and from Duke University School of Law in 1977 and he is currently a member of the Duke Law School Board of Visitors. Judge Peck served as law clerk to Judge Paul Roney of the United States Court of Appeals for the Eleventh (then the Fifth) Circuit. Following his clerkship he served in private practice until he was appointed United States Magistrate Judge for the Southern District of New York on February 27, 1995. He served as Chief Magistrate Judge in 2004-2005. Judge Peck is a frequent lecturer on issue relating to electronic discovery and is a member of the Sedona Conference and the Sedona Conference Judicial Advisory Committee. He was awarded the Champion of Technology Award in 2011 by Law Technology News. Judge Peck is well known among the eDiscovery Bar as being an early advocate of technology assisted review, and in fact, he authored the first court decision approving the use of predictive coding. Judge Peck’s eDiscovery opinions include: Rio Tinto Plc v. Valse S.A., 2015 WL 4002286 (S.D.N.Y. 2015) (predictive coding); Da Silva Moore v. Publicis Groupe, 287 F.R.D.182 (S.D.N.Y. 2012) (predictive coding), aff'd, 2012 WL 1446534 (S.D.N.Y. Apr. 26, 2012); William A. Gross Constr. Assocs., Inc. v. Am. Mfrs. Mut. Ins. Co., 256 F.R.D. 134 (S.D.N.Y. 2009) (keyword search); In re NTL, Inc. Sec. Litig., 244 F.R.D. 179 (S.D.N.Y. 2007)(spoliation & adverse inference instruction), aff'd, 2007 WL 1518632 (S.D.N.Y. May 17, 2007); Anti-Monopoly, Inc. v. Hasbro, Inc., 94 Civ. 2120, 1995 WL 649934 (S.D.N.Y. Nov. 3, 1995).

Hon. Craig B. Shaffer (U.S.D.C. District of Colorado)

Hon. Craig B. Shaffer

Craig B. Shaffer has been a United States Magistrate Judge for the District of Colorado since January 2001. Magistrate Judge Shaffer graduated from the College of William and Mary in 1976 and received his juris doctor cum laude from Tulane University’s School of Law in 1979. Judge Shaffer has served as a Navy judge advocate, a senior trial attorney with the United States Department of Justice, and in private practice as a partner in two different Denver law firms. Judge Shaffer is also a member of the Advisory Board for the Sedona Conference and has been a contributor to the University of Denver’s Institute for the Advancement of the American Legal System. Judge Shaffer is a frequent presenter at conferences and seminars dealing with electronic discovery, including presentations organized by the Sedona Conference, Colorado’s Faculty of Federal Advocates, the Colorado Chapter of the Association of Corporate Counsel, BNA, the ABA’s Labor and Employment Law Section, the Rocky Mountain Intellectual Property Institute, and Georgetown University Law Center’s “Advanced E-Discovery Institute.” Judge Shaffer is a contributor to Thomson-Reuter’s publication, E-Discovery for Corporate Counsel, and the author of Motions to Compel from a Judicial Perspective, The Colorado Lawyer, November 2005.

Robin E. Stewart, Of Counsel, Kutak Rock LLP

Robin E. Stewart

Robin Stewart is the founder and Chair of Kutak Rock's eDiscovery Practice Group and she maintains an active litigation practice where she regularly appears in state and federal courts across the country. The National eDiscovery Leadership Institute was the brainchild of Ms. Stewart, who sought to create a forum for the scholarly discussion and debate of electronic discovery issues and to foster cooperation among the bench and bar. Ms. Stewart is also an active member of the Sedona Conference Working Group 1, which is the leading "think-tank" on eDiscovery and she serves on the ESI Rules Committee for the United States District Court for the Western District of Missouri. Ms. Stewart regularly counsels clients in all aspects of eDiscovery ranging from data retention to collection, review and production, including outsourcing options, early case assessment and vendor selection. In her capacity as eDiscovery counsel, Ms. Stewart manages projects for clients involving terabytes of data and she has a wealth of experience managing document review projects through the utilization of both onshore and offshore contract attorneys and through the use of cutting edge technologies, such as predictive coding. Ms. Stewart is widely known and respected in the national eDiscovery community as a thought leader through her numerous articles, alerts and speaking engagements on the all aspects of eDiscovery. Ms. Stewart’s greatest asset to clients, however, is her common sense approach to eDiscovery matters, which is derived from her thriving commercial litigation practice encompassing the financial services, life sciences and technology industries, including defense of product liability matters, ADA and TCPA litigation. In her own practice, Ms. Stewart "walks the walk" by implementing the very eDiscovery approaches about which she speaks and writes.

Tessa Jacob, Senior Counsel, Husch Blackwell

Tessa Jacob

Tessa founded and leads Husch Blackwell’s eDiscovery Solution Team and is the Managing Director of the firm’s Litigation Technology Department. Tessa concentrates her practice on electronic discovery and related issues. She serves as the firm’s resource for lawyers and clients regarding defensible and cost effective strategies for the preservation, collection, review and production of electronic documents. She is also responsible for establishing and implementing the firm’s best practices for eDiscovery as well as providing related training for attorneys and clients. Tessa frequently speaks on issues related to eDiscovery. She will be teaching UMKC Law School’s first eDiscovery course in Spring 2016.

Jeff Kruse, Member, Baker Sterchi Cowden & Rice

Jeff Kruse

Jeff Kruse is a Member of the litigation law firm Baker Sterchi Cowden & Rice. He joined Baker Sterchi in September 2015 after serving nearly 10 years in various in-house counsel roles at medical device company Boston Scientific Corporation, including Senior Counsel, Chief Product Liability Litigation Officer, and Director of Litigation.
Jeff has over 20 years of experience managing complex pharmaceutical and medical device litigation throughout the country. While at Boston Scientific, Jeff successfully managed multi-district litigations involving thousands of personal injury lawsuits and thousands of other cases in state court coordinated proceedings across the country. Additionally, he managed several government-related investigations to successful conclusions with no action by or payments to the investigating government entities. He also developed the strategies that resulted in the dismissal of numerous securities-related lawsuits against Boston Scientific.
Jeff also provided critical legal and business advice to numerous business units and corporate functions including the company’s regulatory, quality assurance, corporate communications, risk management, and marketing departments. He built Boston Scientific’s discovery team from the ground up by recruiting, hiring, and retaining top talent and supervised a team of 11 legal professionals dedicated to litigation and government investigations.
Prior to joining Boston Scientific, Jeff spent 11 years at a law firm serving as litigation counsel to global manufacturers of pharmaceutical, medical device, and personal care products in matters locally and across the country.

Lea Malani Bays, Of Counsel, Robbins Geller Rudman & Dowd

Lea Malani Bays

Lea Malani Bays is Of Counsel at Robbins Geller Rudman & Dowd in San Diego.  Robbins Geller Rudman & Dowd specializes in complex securities litigation on behalf of investors.  Lea currently focuses on the firm’s electronic discovery issues from preservation through production and provides counsel to the firm’s multi-disciplinary e-discovery team.  She is familiar with the various stages of electronic discovery, including identification of relevant electronically stored information, data culling, predictive coding protocols, privilege and responsiveness reviews.  Lea also has also has experience in post-production discovery through trial preparation for a wide range of litigation.

 

Lisa Lukaszewski, Of Counsel, Redgrave LPP

Lisa Lukaszewski

Lisa Lukaszewski is Counsel at Redgrave LPP, a boutique eDiscovery and information governance firm focused on addressing the legal challenges that arise at the intersection of the law and technology. She has over 18 years of experience helping a diverse array of clients develop and implement customized information processes and effectively meet their eDiscovery obligations. Lisa’s recent representative experience includes designing processes to analyze and properly dispose of legacy systems, applications, backup tapes, and paper records, as well as structuring and supervising the complete transition of systems, electronic records, and paper records from one organization to its two acquiring companies. Whether working with heavily regulated Global Fortune 500 companies on high-stakes litigation or developing records retention policies for a start-up, Lisa tailors her advice to meet the needs of her clients. She is a member of ARMA International and a frequent speaker on topics related to eDiscovery and information governance. She received her J.D. from the University of Notre Dame Law School (cum laude), and a B.A. in History (summa cum laude) from Quincy University.

Martha Mazzone, Senior Vice President and Deputy General Counsel; Fidelity Investments

Martha Mazzone

Martha Mazzone (Marty) is Senior Vice President and Chief Operating Officer, Fiduciary Oversight and Board Support, in Fidelity Investment’s asset management division.   Until September 2015, she was a Senior Vice President and Deputy General Counsel in Fidelity’s Legal Department, serving as the company’s expert counsel on litigation and regulatory discovery and case management, managing a team of lawyers, paralegals, and litigation technology staff operating a centralized litigation support and eDiscovery program.  She served as adviser to the Legal Operations group and managed Legal Technology and the Program Management Office.  She also advised businesses and technology groups on best practices, regulatory requirements and policies in litigation readiness, social media and eCommunications, technology development, and information governance. 
Before Fidelity, Marty was a partner at Foley Hoag LLP, specializing in accounting and white collar defense, government investigations, and commercial litigation.  There, she managed a discovery team of dozens of associates over four years in one of the largest ever corporate fraud cases.  Before joining Foley Hoag, Marty practiced at Latham & Watkins for four years, focused on health care fraud defense. 
A graduate of Harvard University, 1982 and the University of Maryland School of Law,1995, Marty worked for the states of Massachusetts and Maryland in child welfare and juvenile justice before going into law.  She worked in the Offices of the Mayor of Baltimore and the Governor of Maryland, and was Chief of Staff to the Executive Director of the Maryland Department of Social Services.   While attending law school at night, Marty served as Deputy Director for U.S. Chapters at Special Olympics International.  She speaks and writes frequently about eDiscovery, litigation issues in social media, alternative legal service providers, and better law practice management.

Jonathan Sablone, Partner, Nixon Peabody

Jonathan Sablone

Jon is a litigation partner and practice group leader of the firm’s Commercial Litigation group. He chairs both the firm’s Electronic Discovery and Digital Evidence and Private Fund Disputes practices. Jon is known for being a tough adversary who keeps his sense of humor in the most challenging of cases. Clients value the business-focused nature of his advice. He works closely with clients’ in-house counsel and information technology professionals, providing guidance in litigation preparedness, evidence preservation, and electronic data collection, review, and production. His grasp of relevant regulations, successful practices, and proven strategies is invaluable in the ever changing legal technology industry. Jon speaks and writes regularly on law firm technology, hedge fund and private equity workouts, litigation, due diligence, and eDiscovery. Jon is admitted to practice law in all of the state courts of the Commonwealth of Massachusetts and New York State, as well as a number of federal district and appellate courts, including the United States Supreme Court. He is a cum laude graduate of Harvard College and Boston College Law School. Jon is a Martindale Hubbell "AV" rated trial attorney, and has been named by Chambers USA as a leading lawyer in commercial litigation.

Maura R. Grossman, Research Professor, University of Waterloo

Maura R. Grossman

Maura R. Grossman is a Research Professor in the David R. Cheriton School of Computer Science at the University of Waterloo, in Ontario, Canada, as well as an eDiscovery attorney and consultant in New York City.  Previously, Maura was of counsel at Wachtell, Lipton, Rosen & Katz, in New York, where for 17 years, she represented Fortune 100 companies and major financial services institutions in corporate and securities litigation and white-collar criminal and regulatory investigations, and advised the firm’s lawyers and clients on legal, technical, and strategic issues involving eDiscovery and information governance, both domestically and abroad.  Maura is a well-known and influential eDiscovery lawyer.  Her scholarly work on technology-assisted review, most notably, Technology-Assisted Review in E-Discovery Can Be More Effective and More Efficient Than Exhaustive Manual Review, published in the Richmond Journal of Law and Technology in 2011, has been widely cited in case law, both in the U.S. and elsewhere.  Her longstanding contributions to eDiscovery technology and process, including her multiple patents relating to TAR, were featured in the February 2016 issue of The American Lawyer.  Maura has served as a court-appointed special master, neutral/mediator, and eDiscovery expert to the court in multiple high-profile federal cases, and has taught Electronic Discovery at Columbia Law School, the Georgetown University Law Center, Pace Law School, and Rutgers Law School–Newark.  In addition to her J.D. from Georgetown, Maura also holds M.A. and Ph.D. degrees in Psychology from the Gordon F. Derner Institute of Psychological Studies at Adelphi University.   

Edward Rippey, Partner, Covington & Burling LLP

Edward Rippey

Edward Rippey (Chair of Covington’s E-Discovery Practice) litigates, advises, and speaks worldwide on legal and technical e-discovery issues. Mr. Rippey handles e-discovery in adversarial complex litigations for such global corporations as AstraZeneca, Procter & Gamble, MGM Resorts International, and Northrop Grumman. He also has a robust e-discovery advisory practice for such clients as The New York Stock Exchange, The National Football League, Samsung, Barrick Gold Corporation, Cox Enterprises, Shire, and Merck. Other significant activities include publishing articles in journals worldwide, sitting on national advisory boards, leading webinars, and providing a comprehensive annual e-discovery book to clients.

Keith Angle, Group Head of Information Governance and Executive Director, Legal, UBS AG

Keith Angle

Keith Angle is a licensed attorney with over 20 years’ experience in records and information governance, electronic discovery, and litigation. Keith is currently the Group Head of Information Governance and Executive Director in the Legal Department at UBS AG, a leading global financial services company that provides financial and banking products to customers all over the world.
Keith assumed his role in October, 2015 and oversees all aspects of UBS’s Information Governance program. His responsibilities include drafting and issuing policies, procedures, and controls for records and information governance programs, developing records and information retention and disposition procedures and controls, and advising the enterprise on related legal and regulatory requirements related to information governance issues.
Before joining UBS in 2015, he was at AIG as the Global Head of Records and Information Management. Prior to that, Keith was a Senior Counsel at Norton Rose Fulbright, where he served as outside counsel to firm clients in the financial, pharmaceutical, and energy sectors on records and information governance and e-discovery matters.  Keith holds a Bachelor of Arts degree from the College of William and Mary and a Juris Doctorate from the University of Pennsylvania.

 

Mira Vayda Edelman, Senior Counsel & Manager, Google

Mira Vayda Edelman

Mira Vayda Edelman is a senior counsel in Google’s litigation group and a member of the Discovery & Litigation Support management team. She offers advice on legal, technical and strategic issues involving electronic discovery and information management in domestic and international civil litigation, regulatory inquiries, and internal investigations. Prior to joining Google in 2011, Mira was eDiscovery counsel at Hughes Hubbard & Reed LLP, where she helped establish the firm’s eDiscovery practice group and handled complex commercial litigation. She is a founding member of the eDiscovery committee of the litigation section of the District of Columbia Bar Association. Mira was a topic authority for the 2010 Legal Track of the NIST Text Retrieval Conference (“TREC”), a joint government/industry/academic research project studying the application of automated information retrieval technologies to eDiscovery. She has guest lectured at several law schools on both coasts, and speaks frequently on eDiscovery topics that are most vexing to in house counsel, encouraging the legal community to adopt proportionate and defensible eDiscovery practices. Mira has a Bachelor of Arts degree from Johns Hopkins University and a Juris Doctorate from American University Washington College of Law, where she was editor-in-chief of Law Review.

Philip H. Cohen, Shareholder, Greenberg Traurig LLP

Philip H. Cohen

Philip H. Cohen is a shareholder in the litigation practice of Greenberg Traurig, LLP, in the firm’s New York Office. Mr. Cohen co-chairs Greenberg Traurig's national eDiscovery & eRetention Practice Group. Mr. Cohen frequently advises clients regarding eDiscovery protocols, eDiscovery planning and eDiscovery motion practice. Mr. Cohen's practice focuses on commercial litigation, eDiscovery, regulatory investigations, court-appointed receiverships, guardianships and antitrust. Mr. Cohen is the co-author of two chapters of eDiscovery for Corporate Counsel (Thomas Reuters/West), and frequently writes and lectures on new developments in the law of electronic discovery. Mr. Cohen is a member of the Social Media Committee of the New York State Bar Association’s Commercial and Federal Litigation Section and the New York State Bar Associate’s Committee on Electronic Discovery. He has served as an adjunct professor at Rutgers University School of Law – Newark. Mr. Cohen is listed in Super Lawyers magazine for New York Metro Super Lawyers (2014-2015). Mr. Cohen is the recipient of the Corporate Leadership Award from the Women’s Housing and Economic Development Corporation, and a recipient of the New York City Family Court Volunteer Pro Bono Service Award, and serves as a member of the Board of Directors of LIFT, an organization dedicated to enhance access to justice for children and families by providing legal information, community education and compassionate guidance to unrepresented families seeking to navigate New York’s Family Court system. He received his J.D. from Rutgers School of Law – Newark and a B.A. in History (magna cum laude) from Tufts University.

Jennifer (Jenn) E. Shafer, Director of Dispute Resolution, Black & Veatch

Jennifer (Jenn) E. Shafer

Jennifer (Jenn) Shafer joined Black & Veatch’s Legal, Risk Management & Government Affairs team in 2011, and is currently the Director of Dispute Resolution, overseeing litigation and claims for the company worldwide, including establishing electronic discovery and document preservation policies and procedures. Prior to joining Black & Veatch, Jenn was a partner at a boutique litigation firm, focusing on complex business and construction disputes. During that practice, she participated in the trial and arbitration of several matters, and developed expertise on managing the legal, technical and practical aspects of document preservation and electronic discovery in complex cases. Ms. Shafer graduated Order of the Coif from Washington University in St. Louis School of Law, and is a member of the Kansas, Missouri, and Kansas City Metropolitan Bar Associations. She has also served as a faculty member for the NITA Advanced Trial Advocacy program.

Denise Talbert, Chair, Data and Discovery Strategies Practice

Denise Talbert

Denise Talbert has more than two decades of experience in cost-effective discovery management in complex litigation, including the preservation, collection, organization, review, and production of documents. She works closely with clients to formulate efficient and effective approaches for meeting discovery obligations and navigating technological innovations. Denise represents the business interests of companies in the chemical, communications, insurance, pharmaceutical, retail, tobacco, and transportation industries. As chair of the firm’s Data and Discovery Strategies practice, Denise oversees a team of approximately 50 attorneys, analysts, project managers, and technology experts who are dedicated to efficiently managing litigation discovery obligations for clients. Denise frequently writes and speaks on eDiscovery law topics, and is a member of The Sedona Conference Working Group on Electronic Document Retention and Production