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2nd Annual

E-Discovery

Equip Your Legal, Records, and IT Teams with Practical
and Technical Solutions for Facing Litigation

Conference: June 20 and 21, 2007  ·  Optional Workshops: June 22, 2007
Toronto Marriott Eaton Centre  ·  Toronto, Ontario
 
 DAY TWO: Thursday, June 21, 2007


8:00 - 9:00
 
Continental Breakfast

 
9:00 - 9:10
Welcome and Opening Remarks from the Chairs
Peter Shewchenko, Senior Project Manager, City Clerk's Office, Records and Information Management, City of Toronto
Peg Duncan, Department of Justice, Canada
 
9:10 - 10:10
What Are the Rules? The Sedona Principles and Canadian Provincial Guidelines
Susan Wortzman, Partner, Lerners LLP, Chair of Sedona Canada WG7
Dominic Jaar, Bell Canada, Legal Department, Beaudin Legault - Montreal
  • Current guidelines governing e-discovery procedures in Canada
  • Impacts on provincial guidelines following the implementation of the new standardized guideline
  • Guidance from the Ontario's Discovery Task Force and its Guidelines
  • Direction from the Ontario and B.C. Practice Directions
  • U.S. Federal Rules of Civil Procedures and case law from the United States: learning from the experience of American companies
  • In-house perspective on e-discovery
  • Impacts of Sedona Canada on Canadian corporations
  • Multi-jurisdictional issues: the challenge of having different legal systems and languages
 
10:10 - 10:25
 
Networking Break

 
10:25 - 11:25
Anticipating Litigation? Knowing What to Preserve and Preserving It Properly
Alex Cameron, Fasken Martineau DuMoulin LLP
Patrick Oot, Director of Electronic Services and Senior Counsel, Verizon
  • Identifying areas of future litigation
  • Designing and implementing litigation hold mechanisms
  • Gathering, preserving, analyzing, and evaluating electronic evidence
  • Preservation letters, agreements, and court orders
  • Privilege and electronic evidence
  • Using and attacking electronic evidence effectively
 
11:25 - 12:25
Meet and Confer: Bringing Together Counsel, Clients, and Resources to Effectively Manage Next Steps in an E-Discovery Case
William J. Platt, Managing Partner, Platinum Legal Group
  • Managing and understanding expectations to be effective and reasonable in the meet-and-confer process
  • Who should attend, and how to be prepared for the meeting
  • Understanding the importance of custodians and technology infrastructures
  • Keeping the e-discovery process on track and preventing abuse of the process
  • Managing consistent and effective communications throughout the e-discovery process
  • Identifying and resolving e-discovery-related issues between parties
 
12:25 - 1:25
 
Luncheon

 
1:25 - 2:25
Creative Litigation Solutions to Complex Electronic Evidence Problems
Berkley D. Sells, Partner, Fasken Martineau DuMoulin LLP
  • How to obtain judicial approval to seize electronic evidence ("Anton Piller" and related orders)
  • Judicial approval to compel non-parties, such as ISPs, to produce electronic evidence ("John Doe" and related orders)
  • Obtaining judicial sanctions for your adversary's destruction of electronic evidence
  • Judicial sanctions for your adversary's improper seizure of electronic evidence
  • Dealing with the loss of privilege over electronic communications
 
2:25 - 2:40
 
Networking Break

 
2:40 - 3:40
Managing Risk when Outsourcing the Management of E-Documents to Third Parties
John Beardwood, Partner, Fasken Martineau DuMoulin LLP
  • Key contract issues
  • Obligations where breach of security occurs
  • Including effective service levels and operational controls
  • Should vendors and contractors be given a preservation notice as well?
  • Who should be held accountable for inadvertent disclosure?
  • Ethical and privacy issues
 
3:40 - 4:40
Newest Technology Advances in E-Discovery That Could Reduce Cost and Time
Oleh Hrycko, CA·IFA, CEO, H&A Computer Forensics Inc.
Chuck Rothman, PEng, Director of e-Litigation Services, H&A Computer Forensics Inc.
Karen Groulx, Pallett Valo, LLP
  • Features and capabilities of e-discovery software
  • Review and comparison of several leading products
  • Lessons learned from using certain e-technology
  • Case studies on implementation of new technology
  • What technology has worked for people and what has not
  • Which vendors take into account the unpredictability of a litigation over the long term
  • Newest technology on the market: visualization, audio discovery
  • Case study: implementation of newest technology, including a discussion of the WestJet and Air Canada trial
 
4:40 - 5:00
 
Closing Remarks from the Chair; End of Day Two

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