Tuesday Legalweek 2023 Sessions

Tuesday Legalweek 2023 Sessions and Events: Legal Technology Trends

Legalweek 2023 started yesterday with a “soft” opening! Here are the Tuesday Legalweek 2023 sessions and events you may want to check out!

Legalweek 2023 will be conducted Monday through Thursday. Once again, it will be held at the New York Hilton Midtown in New York City. It is a fully in-person event again this year. Here’s the detailed agenda for the conference (on which I generated a word cloud of topics two weeks ago). And here is what eDiscovery Today partners will be doing this week!

You can still register for Legalweek 2023 here and the pricing is here. Each day, I’ll cover what’s going on at the conference in terms of sessions related to eDiscovery, information governance, cybersecurity, data privacy and artificial intelligence – so much so, I’d have to clone myself to catch them all!



With that in mind, here’s a list of the Tuesday Legalweek 2023 sessions of note you may want to check out, along with the location (all times ET):

9:00 AM – 10:00 AM 

Opening Keynote – Take My Word For It: Using the Power of Storytelling to Rise Above the Noise (Grand Ballroom)


Storytelling is often used to share our life lessons and not only do they grab our attention as a listener, but they also move us, inform us, teach us, and the best brands and businesses understand storytelling is the most important tool to drive sales and marketing. Join award-winning actor/director/author/storyteller LeVar Burton as he shares insights into how to cut the clutter and rise above the noise….of competition; in the courtroom; in your office; and more.

Speaker: LeVar Burton, Actor & Storyteller.

11:30 AM – 12:30 PM

Privacy Law Proliferation: A US, UK, and EU Privacy Update (Beekman)

In the absence of a federal privacy law in the US, states have begun to pass their own privacy laws, with California, Colorado, Connecticut, Utah, and Virginia leading the charge. Additionally, in the UK and EU, privacy laws and their applications have continued to evolve. Join this session as our privacy experts discuss recent developments, changes on the horizon, and strategies for navigating these myriad obligations.

Key takeaways:

  • How new developments at the state level are complicating compliance
  • What new potential complications are pending on the horizon
  • Strategies for navigating these overlapping obligations

Speakers: Marcus Christian, Partner, Mayer Brown; Anwesa Paul, Chief Privacy Counsel, American Express; Danielle Manner, Chief Privacy Officer, Gilead Sciences; Joanne Charles, Senior Corporate Counsel, Microsoft; James Jansen, Vice President – Cyber Response Solutions, Consilio.

Tales From the eDiscovery trenches, Litigation, Investigations & Cyber Oh MY! (Sutton Center)

How are leading eDiscovery professionals deploying legal technology and AI-powered eDiscovery software solutions in novel ways in 2023 from litigation to investigations, compliance to cyber? Hear from practitioners deep in the thick of the most cutting-edge

eDiscovery challenges about how they leverage AI to:

  • Win my case
  • Handle my investigation
  • Move from legacy tech to AI-powered tech

Speakers: George Socha, SVP of Brand Awareness, Reveal; Aaron Bath, CEDS, RP, National Director of Litigation & Legal Operations, Balfour Beatty; Jeanne Somma, Chief Client Officer, Lineal Services; Susan Wortzman, Partner, MT>3; Alicia Hawley, eDiscovery Counsel, Orrick Herrington & Sutcliffe.

What’s in your Data? You can’t Govern what you don’t see. (Rendezvous Trianon)

In this session, we will discuss the importance of data growth and how data flows within organizations and what you can do to build a good Governance while protecting critical and valuable assets to:

  • Reduce risk across the organization.
  • Be proactive and ready for the unknown.
  • Reduce the time for internal investigation and litigation readiness

Speakers: Lauren Ingegneri, Vice President of Legal, Corza Medical; Matthew R. Baker, Partner, Baker Botts; Sarai Schubert, COO, IPRO; Julie Heller, VP, Legal Knowledge Management & Information Governance, AIG; Andrea Miskolczi, Europe Director of Innovation, Dentons.

Driving Compliance and ESG Initiatives with Contract AI (Mercury Ballroom)

In this session, we’ll explore how AI can be used to accelerate your compliance requirements and discuss how AI-enabled CLM practices can tackle contract compliance challenges by creating more control and transparency in your contracts, ensuring contractual obligations are met, maximizing revenue, and reducing business risk and disruption in the process. ESG reporting is increasingly a required component of a company’s financial and performance reporting. According to the G&A Institute, more than 90% of the S&P 500 companies now publish ESG reports. ESG is no longer a nice to have, but a must have and will be a top priority for organizations in 2023 and beyond.  Additionally, many regulated industries have reporting requirements that AI-enabled CLMs can make more automated, creating both efficiencies and increased accuracy.

In this session, you’ll hear from experts and peers with hands-on experience using contract AI to solve for compliance challenges.

  • Learn how to use AI to drive contract compliance and create line of sight into your contract data and manage contract obligations, compliance, and reporting.
  • Learn how to use AI to understand the current state of your reporting obligations (both your own and your vendor partners) and plan for future state that uses AI to create and manage contracts.

Speakers: Sabrina Clergé, Vice President, Associate General Counsel, Corporate, BREAKTHRU BEVERAGE GROUP; Marla Crawford, General Counsel, Cimplifi; Genevieve Dong, Vice President, Business Execution Sr. Manager and head of Product Solutions, Wells Fargo; Stuart Brock, SVP, Contract Analytics & Lifecycle Management, Cimplifi.

2:00 PM – 3:00 PM

Avoiding Data Disasters: Protecting Sensitive Information in Search, Review, and Production (Beekman)

Organizations struggle to adequately protect their private and confidential information in the ordinary course of business. When sensitive data moves out of its usual business function, and into the realm of review and discovery, the information risks escalate. This program offers some successful strategies and best practices for attorneys and legal professionals to mitigate those risks during search, review, and production.

Key takeaways:

  • What data risks come with search, review, and production
  • How those risks can be mitigated with process and technology
  • Which policies and practices can reduce risks across matters

Speakers: Jeffrey Salling, Esq., Chief of Staff and Senior Director of Operations, Moderna; Andrea D’Ambra, US Head of Technology and US Head of eDiscovery and Information Governance, Norton Rose Fulbright US LLP; Moira Cochran Errick, Litigation Support Program Manager, Stripe; Constance Mockaitis, Director of eDiscovery Operations, AbbVie; Jane Funk, VP, Consilio; Janice Jabido, Managing Director, IP Litigation & Licensing, Peloton Interactive Inc.

Surviving the App-ocolypse – eDiscovery In An Age of Atypical Data (Sutton Center)

Data has never been more intimidating: Slack attacks, Zoom booms, short format and continual messaging, and more apps that you can count. A tsunami of new and emerging data sources – ones that don’t work when handled as a traditional document – is crashing down on us. Learn how our panelists not just survive but thrive working with data like Slack, Teams, Zoom, WhatsApp, social media, and more.

Speakers: Rose Jones, Partner & Director of eDiscovery Project Management & Technology, King & Spalding; Cat Casey, Chief Growth Officer, Reveal; Dave Deppe, CEO & Founder, Repario Data; Bobby Malhotra, Esq., Partner, Winston & Strawn; Eric Boyd, National Director of Litigation Support & Docketing, Locke Lord.

What to do with chat: eDiscovery and Governance (Rendezvous Trianon)

A growing challenge is how to manage chat discussions, both in eDiscovery and Information Governance. In this moderated panel session, our experts will delve into issues of ingestion, retention, permissions, and collaboratively discuss the solution paths to the question of what to do with chat in eDiscovery and Information Governance.

  • Learn approaches to managing chat discussions
  • Understand how chat discussions impact eDiscovery
  • Understand how chat discussions impact Information Governance
  • Grasp the solution paths for chat discussions
  • Grasp how both disciplines can partner for success with chat discussions

Speakers: Jeffrey Wolff, Director, Corporate Solutions, IPRO; Seth Presser, General Counsel, Citizen Watch America; Alexander Goth, Litigation Support Manager, Squire Patton Boggs; Warren Kruse II, MSc., Vice President of Data Forensics, UnitedLex; Ryan O’Leary, Research Director, IDC.

What You Don’t Know Will Hurt You: Effectively Conducting Investigations in a Highly Regulated Environment (Regent)

The corporate compliance and regulatory landscape is a tangled mess. Many organizations simply don’t have the time or resources to adequately deal with every compliance risk, but this can be even more problematic in highly regulated environments. In this session, our experts will highlight the key roles required to conduct an investigation, examine the core principles, Guidelines, and Processes that should be introduced, and offer best practices to avoid future pitfalls.

Speakers: Kristin Meister, Director and Litigation, Enforcement, and Investigations Counsel, Crédit Agricole CIB; Lesley Marlin, Associate General Counsel, Labor & Employment, FINRA (Financial Industry Regulatory Authority); Terence Leong, Senior Counsel, Litigation, Compass; Jessica Robinson, Vice President of Operations, Casepoint.

Working Apart: How to Collaborate in the New Remote and Hybrid Legal World (Trianon Ballroom)

While effective collaboration isn’t a new challenge, finding ways to collaborate with distributed remote teams is adding a new dimension. This panel will discuss how Everlaw and other firms have looked at collaboration across multiple pathways, including technology, product innovation and investments, and other tips to help you lead collaboratively well into the future.

Speakers: Shana Simmons, General Counsel, Everlaw; Jayme Jonat, Partner, Holwell, Shuster, & Goldberg LLP; Jonathan Sabin, Partner, Kane Kessler, P.C.; Meredith Williams-Range, Chief Client Strategy & Growth Officer, Shearman & Sterling LLP.

3:30 PM – 4:30 PM

The Privacy & Security Toolkit: Technologies and Processes in Practice (Beekman)

When it comes to protecting your data and your organization’s data, there are many tools and processes you can implement. These solutions can help you restrict access, monitor activity, and respond to threats. Join our speakers as they discuss the key technologies utilized today to support data security and the protection of private information, how best to match solutions to your organization’s needs, and the future of data privacy and security technologies and processes.

 Key takeaways:

  • What to know about the current threat landscape and human risks
  • What tools and processes you can leverage for self-protection as an individual
  • Which tools and processes can be leveraged for organizational protection

Speakers: Jonathan Fowler, CISO, Consilio LLC; David Kessler, Partner, Norton Rose Fulbright; Sarah Sawvell, Global eDiscovery Program Manager, Honeywell International; Jack Thompson, Ast. Director – eDiscovery & Legal Operations, Sanofi.

eDiscovery on the Edge: Stories of Practitioners Pushing the Boundaries of eDiscovery and Legal Tech (Sutton Center)

eDiscovery technology went big in 2022, delivering ever more extensive capabilities in eDiscovery and stretching out to other areas such as compliance, cyber, continual monitoring, and more. Hear how our speakers use AI and legal tech to push to and past traditional eDiscovery boundaries – while delivering new solutions that solve old problems more effectively, efficiently, and affordably than ever.

Speakers: Cat Casey, Chief Growth Officer, Reveal; Esther Birnbaum, Associate General Counsel, Interactive Brokers; Kristin Sunderman, Litigation Support Director, Freddie Mac; Richard Robinson, Director Legal Operation and Litigation Support, Toyota; Martha Louks, Director of Technology Services, McDermott Will & Emery.

The Future of Legal: Cloud, AI, Big Data, and Security (Rendezvous Trianon)

Never in history has the legal profession seen such a rapid change not only in the technology used in the legal profession – but as an underlying component of nearly every aspect of business and personal life today. Organizations that successfully anticipate new technologies gain a competitive advantage in the market and those that fail often have serious problems. Today legal professionals are looking at new artificial intelligence technologies to read and even create documents. Virtually all legal issues involve collaboration, collection, or preservation of data in these new technologies, ranging from mobile phones to smart watches and even household appliances.

Dan Elam will facilitate a panel of industry experts that focuses on the critical new technologies being used today – and poised to change the industry today.

Speakers: Jeremy Burdge, Head of Legal Engineering, Hogan Lovells; Dan Elam, Information Governance Director, Epiq; Sonya Judkins, Senior Manager, Discovery and Information Governance, T-Mobile; Dan Raffle, Litigation & Practice Technology Director, Kirkland & Ellis.

Connecting the Dots in a Complex Data Universe (Petit Trianon)

How do litigators leverage advanced technologies and artificial intelligence to find the evidence they need in a data universe that is increasingly complex? This session explores how new technology and workflows are transforming the legal team’s ability to connect to key evidence and build their stories, at scale, to encompass chat, messaging, social media, communications analysis, and more traditional enterprise data. Learn what’s happening now and on the horizon to deal with large data sets and new data types in an environment that works intuitively, the way you think it should.

In three parts, this session delivers in one hour:

l. The Everlaw Vision

Litigators and investigators deserve better technology to help uncover the truth. Everlaw keeps the industry ahead of the curve, focusing on the big technical problems, like big data at scale, data ingestion, and AI so that litigation and investigation teams can do all the work they actually want to do. Learn how Everlaw’s approach guides the roadmap and has propelled Everlaw to industry leadership. Get a look under the hood and at what’s coming soon.

ll. Finding Hot Evidence in Disparate Data

A litigator explains how she finds hot evidence among disparate data sources to tell a story and to make the case. Learn why the need to analyze new forms of communication is on the rise. Leverage technology that is fast, simple, and available now, rather than struggle with convoluted pre-processing and complex workflows for messages, Slack, Microsoft Teams, and more.

lll. Here and Now: Artificial Intelligence and Technology-Assisted Review

AI and TAR in ediscovery are here to stay. Clients want the benefit of speed and economy. Courts are challenging antiquated arguments about cost and burden. Learn how to overcome systemic resistance to using AI and TAR in your litigation practice and how to leverage it to follow the communications, uncover the truth, and to build your story.

Speakers: Alicia Hawley, Senior Discovery Attorney, Orrick Herrington & Sutcliffe; Chuck Kellner, Strategic Discovery Advisor, Everlaw; Stephen Lee, Attorney, Law Office of Stephen Chahn Lee, LLC.

Are you ready? Experts Discuss Preserving Corporate Client’s Dynamic ESI in Litigation (Mercury Ballroom)

Recent high-profile legal matters related to Slack conversations, social media posts, and website content have highlighted how important it is to get a handle on online data. Systems and processes for dealing with dynamic, online content is now a necessity.

But are legal teams ready for this new reality? Are they able to collect, process, and produce a slack conversation or social media post at a moment’s notice?

To answer these questions, Pagefreezer partnered with the Association of Certified E-Discovery Specialists (ACEDS) to uncover the industry’s state of readiness for dealing with website, social media, and team collaboration content. This session will be based on this joint research and will bring together industry experts for a panel discussion.

Join us to learn about:

  • The data sources giving legal teams the biggest headaches
  • The most popular strategies for dealing with online data
  • The biggest mistakes made by enterprises
  • Actionable advice from industry professionals

Speakers: Peter Callaghan, CRO, Pagefreezer; Michael Quartararo, President, Association of Certified E-Discovery Specialists; Tom Matzen, Principal, Matzen Consulting Group; Elan Hersh, Partner and Director of eDiscovery Services, Akerman; Scott Cohen, Managing Director, Winston & Strawn LLP.

In addition to the Tuesday Legalweek 2023 sessions, there are roughly 1 million happy hours (give or take). It’s a Legalweek tradition!

So, what do you think?  Are you attending Legalweek 2023 this week? If so and if you see me, say hi!  And please share any comments you might have or if you’d like to know more about a particular topic.

Disclaimer: The views represented herein are exclusively the views of the authors and speakers themselves, and do not necessarily represent the views held by my employer, my partners or my clients. eDiscovery Today is made available solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Today should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.

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