Summer meeting program
Wednesday|June 4, 2025
8:00 – 9:00 AM | Registration & Breakfast
9:00 – 1o:00 AM | General Session
A CONVERSATION WITH MICROSOFT
Join us as we kick off the 2025 Summer Meeting program with a casual, yet wide-ranging conversation featuring our meeting hosts, Microsoft. The discussion will assess the technological state-of-affairs, current trends and roadmaps from one of the industry’s leading contributors and largest voices, offering a true “boots-on-the-ground” perspective and ample opportunity for active dialogue with our attendees.
10:00 – 10:10 AM | Refreshment Break
10:10 – 11:10 AM | General Session
GENAI DOCUMENT REVIEW: BEST PRACTICES & LEGAL REQUIREMENTS
Like TAR before it, generative artificial intelligence (GenAI) review has the potential to transform the document review stage of eDiscovery. This panel of experts will discuss best practices for GenAI review based on evaluation of actual matters in which GenAI was used for review over the last year. Panelists will also explore the evolving legal arguments regarding the permissibility of GenAI review under Rule 26(g), and broader legal industry efforts to develop standards to govern GenAI review.
11:10 – 11:30 AM | Refreshment Break
11:30 AM – 12:30 PM | General Session
REFINING YOUR CLOUD ATTACHMENT STRATEGY
As novel data types such as cloud attachments continue to proliferate, organizations still grapple with questions around retention, versioning, legal precedent and, more recently, challenges presented by GenAI. This shifting landscape requires an adaptive strategic approach to properly prepare for potential investigations and litigation. Join this panel of information governance and eDiscovery experts as they walk through the latest updates on managing this data across the EDRM, emerging legal precedent and what you should know to effectively oversee ESI protocols.
12:30 – 1:30 PM | Luncheon
1:30 – 2:30 PM | General Session
10 THINGS EVERY OUTSIDE PROVIDER SHOULD KNOW FROM THE INSIDE PERSPECTIVE
Successful legal service providers understand that meeting client expectations goes beyond just delivering results – it requires insight into the unique challenges and priorities of in-house and outside counsel teams. This panel will offer an inside perspective on what truly matters to corporate legal departments and law firms, from budget constraints and risk management to workflow preferences and communication styles. Panelists will share key takeaways that every outside provider should know to foster stronger partnerships, improve efficiency and add real value.
2:30 – 2:40 PM | Refreshment Break
2:40 – 3:40 PM | General Session
PROFESSIONAL RESPONSIBILITY & EVOLVING INSIGHTS ON THE ETHICS OF EDISCOVERY
As technology continues to transform the legal profession, the ethical obligations surrounding eDiscovery are becoming more complex and more critical for corporate legal departments, law firms and eDiscovery service providers. This panel of experts will deliver a timely and practical discussion of the latest ethical guidance, covering key issues such as data confidentiality and security, supervision of temporary attorneys and non-lawyers, conflicts of interest and the preservation of privilege. Panelists will highlight what courts and regulators expect from practitioners managing electronic data in high-stakes matters, with particular focus on ABA Model Rules 1.1, 1.6, 5.1 and 5.3.
3:40 – 4:00 PM | Refreshment Break
4:00 – 5:00 PM | General Session
CYBER STRATEGY & RISK MANAGEMENT: WORKING WITH GIS TO MAKE SURE YOUR HOUSE IS IN ORDER
In our rapidly evolving digital world, legal professionals must be as adept in cyber strategy and risk management as they are in legal precedent. This session explores how Geographic Information Systems (GIS) technology can be a critical tool in identifying, mitigating and managing cyber risk. Attendees will gain insight into how GIS can support comprehensive risk assessments, bolster compliance efforts and enhance cyber incident response plans. From tracking data vulnerabilities across geographies to mapping jurisdictional obligations, this session offers practical guidance to integrate GIS into your cybersecurity strategy and proactively "get your house in order" before a cyber event puts your legal and operational integrity at risk.