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A Better Partnership


Oct 2015
October 23, 2015
Data Solutions Fall Symposium

Kroc Community Center | Hosted By: Warner Norcross & Judd

Join us for a half-day of updates, best practices and networking. The general session will be followed by multiple breakout sessions that are focused on current records information management, data security/privacy and eDiscovery topics. The symposium will conclude with a networking lunch.


 8:15 - 8:55 am      Registration

 8:55 - 9:00 am      Welcome
(Jay Yelton and Dawn Ward)

 9:00 - 10:20 am    General Session
  Panel Discussion of the Amendments to the Federal Rules of Civil Procedure (FRCP)
Moderator: Jay Yelton
Panelists: Hon. Paul L. Maloney (Western District Court of Michigan), Scott Carvo and Andrea Bernard

Significant changes to the FRCP on discovery are almost certain to become effective on December 1. Prior to the symposium, all registrants will receive a written summary and analysis of the FRCP amendments. During this session we will walk through a case study and have a panel discussion of how these amendments are likely to be implemented from the perspectives of the bench, a plaintiff’s attorney and a defendant’s attorney. Registrants will also have the opportunity to ask questions of the panelists.
10:20 - 10:25 am Break
10:25 - 11:15 am Round One Breakout Sessions

eDiscovery Breakout
Updating Your eDiscovery Best Practices and Procedures
Presenters:  Lindsay Chaffin and Jay Yelton

In light of the expected changes to the FRCP on discovery, legal departments should review and modify their eDiscovery practices and procedures. All who attend this session will receive a copy of the Warner Norcross eDiscovery Best Practices Guide. The presenters will highlight how and why particular policies and practices should be modified in light of the new rule amendments.

Privacy/Security Breakout
Planning for Security Breaches

Presenters:  Brian Lennon and Madelaine Lane

With the increasingly sophisticated attacks by organized crime on IT systems, it seems that it's more a question of when rather than if an organization will experience a data breach. In this session, we’ll talk about how to prepare a breach response plan, including: performing robust risk assessments; identifying who needs to be involved in a breach response; and the steps that you should document in a breach response plan.

Records Information Management Breakout
Social Media Policies and Practices

Presenters:  Kevin McCarthy and Ken Coleman

Social media issues are increasingly needing to be addressed by HR and legal professionals. When and how can an organization use social media in background checks and how can an organization manage social media risk for current employees?  How should an organization properly handle endorsements of products and services made by employees via social media? This session will answer these and other questions while providing the ABCs of social media for legal and HR professionals.
11:15 - 11:20 am Break
11:20 - 12:10 pm Round Two Breakout Sessions

eDiscovery Breakout
How to Utilize Proportionality & Cost Shifting Strategies

Presenters:  Charles Ash and Adam Cefai

The amendments to Rule 26 (Duty to Disclose; General Provisions Governing Discovery) reflect an enhanced focus of the importance of proportionality and cost shifting as tools to rein in the scope of discovery. We’ll discuss exactly when and how an in-house legal department should utilize these strategies. We will also provide an overview of the situations where courts are most likely to shift discovery costs to the requesting party.

Privacy/Security Breakout
Contracting for Privacy and Security 

Presenters:  Nate Steed and Norbert Kugele

With the increasing use of cloud services comes increasing risks that confidential data will be compromised. In this session, we’ll discuss issues to address when contracting with vendors who will have access to confidential information, including: due diligence to perform before entering into the contract; contract provisions to deal with confidentiality and security issues, including cross-border transfers of data and security breaches; and monitoring of vendors after entering into a contract.

Records Information Management Breakout
Off-the Record Discussion: How to Identify and Respond to Data Preservation Triggering Events

Presenters: Jay Yelton and several in-house legal representatives

It is often difficult to identify exactly when and how an organization should preserve data when faced with possible litigation or a government investigation. This session will identify a few of the most common problem areas and seek input from a panel of in-house legal representatives regarding how their organizations would handle these high risk issues.
12:10 pm Networking Lunch

This is a complimentary event presented in partnership with ACC Michigan for clients, members and guests, conducted in an interactive format with breakout sessions and a networking luncheon.

This program is eligible for International Association of Privacy Professionals continuing education credits.


NOTICE. Although we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Also, we cannot treat unsolicited information as confidential. Accordingly, please do not send us any information about any matter that may involve you until you receive a written statement from us that we represent you.

By clicking the ‘ACCEPT’ button, you agree that we may review any information you transmit to us. You recognize that our review of your information, even if you submitted it in a good faith effort to retain us, and even if you consider it confidential, does not preclude us from representing another client directly adverse to you, even in a matter where that information could and will be used against you.

Please click the ‘ACCEPT’ button if you understand and accept the foregoing statement and wish to proceed.



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