PSS Speaking Engagements and Exhibits

2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004

2010

Upcoming Events
Legal Tech

LegalTech New York 2011

January 31 - February 2, 2011
Location: The Hilton New York Hotel, New York, NY

ARMA 2010 San Francisco

November 7-10, 2010
Moscone West Convention Center, San Francisco, CA

IBM Information on Demand 2010

October 24-28, 2010
Mandalay Bay, Las Vegas, Nevada

CGOC

Roadmap to Information Governance
Part Two of a 2-Part Program Designed for Legal, RIM and IT Colleagues

October 13, 2010

Location: Chicago, IL

This "how to" program is designed for stakeholder teams to attend together and will help participants quantify risk and cost reduction opportunities for executive sponsors, identify the cross-functional dependencies for compliance and disposal, conduct internal process assessments, and establish and lead internal efforts for more systematic collaboration across legal, RIM and IT. This full-day meeting is an in-depth interactive workshop. Participants are encouraged to attend with their counterparts in legal, records and IT functions and the program is geared toward VPs and directors in these functions.

2nd E-Discovery for Oil and Gas

October 11-13, 2010, New York
The Omni Houston Galleria Hotel, Houston, TX

CGOC

Roadmap to Information Governance
Part One of a 2-Part Program Designed for Legal, RIM and IT Colleagues

September 30, 2010, 10am Pacific
Webinar

This "how to" program is designed for stakeholder teams to attend together and will help participants quantify risk and cost reduction opportunities for executive sponsors, identify the cross-functional dependencies for compliance and disposal, conduct internal process assessments, and establish and lead internal efforts for more systematic collaboration across legal, RIM and IT. This web meeting will highlight the dependencies across RIM, legal and IT and establish common ground. Participants are encouraged to attend with their counterparts in legal, records and IT functions and the program is geared toward VPs and directors in these functions.

CGOC

CGOC Hartford Meeting: Rigorous Discovery, Defensible Disposal Case Studies

September 23, 2010

Speakers: Jennifer Crawford, Bank of America; Dan Kulakofsky, Travelers

Location: Hartford, CT

Join Jennifer Crawford of Bank of America and Dan Kulakofsky from Travelers as they share their expertise and philosophies on global retention programs, rigorous ediscovery and process auditing at this half-day session. The event includes a networking lunch. Room is limited to 30 guests.

CGOC

CGOC Boston Meeting: Rigorous Discovery, Defensible Disposal Case Studies

September 22, 2010

Speakers: Jennifer Crawford, Bank of America; Tina Gibson, Devon Energy

Location: Boston, MA

Join Jennifer Crawford from Bank of America and Tina Gibson of Devon Energy as they share their expertise and philosophies on global retention programs, rigorous ediscovery and process auditing at this half-day session. The event includes a networking lunch. Room is limited to 30 guests.

CGOC

A Presentation of the CGOC Benchmark Report on Information Governance

September 14, 2010, 10am Pacific

Speaker: Deidre Paknad, PSS Systems

In this web meeting, Deidre Paknad will disclose the critical findings from the CGOC's 6-month survey of Fortune 500 legal, IT, and RIM stakeholders. Join us to hear more detail from these initial results:

  • 80% of companies have weak or strained linkage between Legal, IT and RIM functions and processes
  • 54% gave themselves a grade C or worse
  • 2/3 of IT staff said the responsibility model and collaboration with legal doesn't work
CGOC

CGOC RIM Working Group: 10 Elements of Modern Retention Schedules

September 8, 2010, 10am Pacific

Speakers: Harry Pugh, formerly of Citigroup and Lorrie Luellig, Ryley Carlock & Applewhite

The RIM Working Group, a CGOC sub group, focuses on advancing the elements and practices of retention management. The group has set out to identify the requisite elements of a modern retention schedule that enables automated execution in disparate IT systems and can be readily and reliably followed by global employees in their disposition activities. The group recognizes that the schedule problems highlighted in the CGOC survey are pervasive and largely due to the traditional structure of schedules which were designed for paper-based records environments. Tacking on electronic references has proven insufficient for enterprise programs, and the group is carefully reconsidering the form of schedules given IT's stewardship of electronic information.

Past Events
CGOC

Dallas CGOC Meeting:
Rigorous Discovery, Lower Litigation Cost

June 30, 2010, 10am - 1pm Central

Speakers: Tina Gibson, Devon Energy; Liz Schimmel, Halliburton; Amir Alavi, Ahmad, Zavitsanos & Anaipakos, P.C.; Deidre Paknad, PSS Systems

Location: Tenet Healthcare Corporation, Dallas, Texas

Morning sessions, followed by a networking lunch.

CGOC

CGOC Web Meeting:
Discovery in the Cloud with Novartis's Pam Roberts

June 29, 2010, 10am Pacific, Webinar

Speaker: Pamela Roberts, Novartis

Like many companies, Swiss pharmaceutical giant Novartis is planning to migrate some data to a "dedicated cloud" environment. Pam Roberts, Head of Legal Data Services, shares the diligence checklist she used to identify challenges and related solutions for electronic discovery in this environment.

CGOC

Houston CGOC Meeting:
Legal Holds & E-Discovery Under Pressure

June 17, 2010, 9am - 1pm Central

Speakers: Robert Levy, ExxonMobil; Tina Gibson, Devon Energy; Amir Alavi, Ahmad, Zavitsanos & Anaipakos, P.C.; Deidre Paknad, PSS Systems

Location: Devon Energy Corporation, Houston, TX

Discovery leaders Tina Gibson from Devon Energy, CGOC founder Deidre Paknad, and Amir Alavi of Ahmad, Zavitsanos & Anaipakos discussed how to manage the high pressure, short timelines, and volumes of detail in e-discovery that plague legal and IT departments in the energy industry today.

CGOC

CGOC RIM Working Group Meeting:
Conducting Information Inventories across Business Units and Departments

June 16, 2010, 10am Pacific, Webinar

Lorrie Luellig, of counsel to Ryley Carlock & Applewhite, and Harry Pugh, former EVP of information policy at Citigroup, discuss:

  • Why an annual inventory by consultants is antiquated and out of pace today
  • How the inventory enables rapid discovery and IT to manage information by its value
  • How records coordinators and departmental governance delegates are the true "cartographers" of the discovery data map because of their business context
CGOC

CGOC Web Meeting: Abbott's Approach to Reducing Legal Risk and Cost in Data Collection

May 20, 2010, 10am Pacific, Teleconference
Speaker: Kim Borzick, Legal eDiscovery IT Manager, Abbott

»View replay

CGOC

CGOC Web Meeting: Introduction to the Information Management Reference Model — how it provides a construct for linking business value and legal duties to information sources

May 5, 2010, 10am Pacific, Teleconference
Speakers:

  • Deidre Paknad, Founder of CGOC, and President and CEO of PSS Systems
  • Lorrie Luellig, of counsel and a founding member of the Document Control Group at Ryley Carlock & Applewhite
  • Harry Pugh, former Executive Vice President IT Policy and Records Management, Citigroup

»View replay

ARMA Houston 2010 Spring Conference

Controlling Litigation & Ediscovery Costs
April 28, 2010
Houston, TX
Speakers: Deidre Paknad and Amir Alavi

ARMA Utah Salt Lake Chapter

Records Management Success — Build and Leverage Your Network
March 25, 2010
Salt Lake City, UT

CGOC

RIM Working Group:
Legal Groups — Neither Useful nor Defensible

The first RIM Working Group meeting of 2010 will focus on legal code groups and what they are, what's at risk, and why they aren't useful. Join Lorrie Luellig and Harry Pugh as they share their legal perspective and operational knowledge, respectively.
Teleconference: March 24, 2010, 10am PST

PSS Systems, IBM, Seyfarth Shaw

eDiscovery Cost Control and Defensible Disposal

February 2010
Joint Webinar - IBM, Seyfarth Shaw, PSS Systems
IBM and PSS System presenters debunk myths and share how technology helps corporations maneuver towards proactive Information Governance while dealing with active eDiscovery requests.

Attendees will receive one hour of CLE credit while learning:

  • How to reduce the risk and cost caused by ad hoc, unstructured discovery, and information management practices
  • How Information Governance can help companies achieve rigorous discovery and defensible disposal
  • Why the "Keep Everything Myths" aren't legally defensible and are operational nightmares

LegalTech New York 2010

February 1-3, 2010
New York, NY

CGOC

6th Annual CGOC Summit

Adapting to Changing Facts: From Best Practice to Next Practice
for RIGOROUS DISCOVERY and DEFENSIBLE DISPOSAL
January 20-21, 2010
Scottsdale, Arizona