E-Discovery Forum
A Series of Four Seminars
Presented by
ARMA Boston Chapter

and
Graduate School of Library and Information Science, Simmons College

In association with
The Sedona Conference

Preservation Obligations and Litigation Holds
October 9, 2008
Alumnae Hall, Residence Campus, Simmons College

Presentations about preserving the authenticity of records involved in litigation and managing the legal holds process.

E-Discovery Forum Home Page


Panelists

Andrew M. Cohen
EMC Corporation
Andrew is Associate General Counsel for EMC Corporation, a Fortune 500 information storage and management solutions company. His responsibilities include managing teams within the legal department that handle mergers and acquisitions, litigation, investigations, employment, and corporate compliance including employee training and records and information management. In this capacity, Andrew bridges the gap between legal, compliance and IT functions, improving business processes and providing infrastructure solutions for the proactive policy management of information. He is a member of The Sedona ConferenceŽ Working Group on Electronic Document Retention and Production (WG1) and has written numerous articles on e-discovery, records retention, email archiving, content management, employment law and corporate compliance. Andrew is also a member the records retention subcommittee of the American Bar Association, the Association of Corporate Counsel and the New England Labor Counsel.

Sean Regan
Symantec Corporation
Sean is Symantec's E-Discovery Product Marketing Manager. Symantec is a Fortune 500 information management and security company. His focus is on content archiving as part of the E-discovery and compliance process. Before joining Symantec, Regan held business development and sales positions at IMlogic, an instant messaging compliance archiving and security start-up acquired by Symantec. Prior to that he served as an IT Administrator, where he worked to balance technical and legal considerations related to the early use of Instant Messaging and P2P in the enterprise. Regan is a member of the Electronic Discovery Reference Model working group on Collection and Preservation as well as the Code of Conduct Working Group. He also participates in The Sedona ConferenceŽ Working Group on Electronic Document Retention and Production (WG1) and the Working Group on International Electronic Information Management, Discovery and Disclosure (WG6).

Sarah Worley
Pre-Trial Solutions, Inc.
Sarah E. Worley is a partner at Pre-Trial Solutions, Inc. in Boston, MA. She practiced previously as a trial attorney at the Boston law firms of Peabody & Arnold and Cetrulo & Capone. Her trial practice concentrated in product liability, premises liability, professional liability, and complex personal injury. She represented plaintiffs, institutional defendants, and defendants referred by insurers, as well as a number of self-insured entities. As a principal at Pre-Trial Solutions, Inc, Ms. Worley mediates and arbitrates disputes throughout New England and the United States and works with counsel nationwide on complex matters. Ms. Worley has served as a court-appointed Discovery Master and Special Master in the Commonwealth of Massachusetts. Ms. Worley is fluent in issues of electronic discovery and procedure and is a member of the Sedona Conference Working Group on Electronic Document Retention and Production. In January 2003, Ms. Worley was appointed as an adjunct professor at the Southern New England School of Law where she taught alternative dispute resolution. In 2006, Ms. Worley was appointed to the Board of Trustees at the law school. She is a frequent lecturer at MCLE and has spoken at Suffolk University Law School, Harvard Law School, the Massachusetts Defense Lawyers Association Annual Meeting, the Boston Bar Association and the Massachusetts Bar Association. Ms. Worley is a graduate of Phillips Academy, Dartmouth College, and the Georgetown University Law Center.

Ross Harvey
Graduate School of Library and Information Science, Simmons College
Dr Ross Harvey is Visiting Professor in the Graduate School of Library and Information Science, Simmons College, Boston. His previous positions include Inaugural Professor of Library and Information Management at the School of Information Studies, Charles Sturt University, Australia, and academic positions at Curtin University of Technology and Monash University in Australia, Nanyang Technological University in Singapore, and the New Zealand Library School. He has been a Visiting Professor at the University of California Los Angeles, STOU (Sukhothai Thammathirat Open University) in Nonthaburi, Thailand,the University of Glasgow and the University of British Columbia, Vancouver. Dr Harvey's research and teaching interests include the preservation of library and archival material, and newspaper history. He has published widely in the fields of bibliographic organisation, library education, the preservation of library and archival material, and newspaper history. His most recent book is Preserving Digital Materials (K.G. Saur, 2005).

Resources

Resources from the Panelists

Sean Regan, "Avoiding the Email Iceberg"
PPT | PDF

Resources from The Sedona ConferenceŽ

See a full list of The Sedona ConferenceŽ publications.

Federal Court Decisions Involving Electronic Discovery

The Sedona Principles Addressing Electronic Document Production, 2d Edition

The Sedona Guidelines for Managing Information and Records in the Electronic Age, 2d Edition

The Sedona ConferenceŽ Glossary: E-Discovery & Digital Information Management, 2d Edition

Navigating the Vendor Proposal Process: Best Practices for the Selection of Electronic Discovery Vendors

The Sedona ConferenceŽ Commentary on Legal Holds

The Sedona ConferenceŽ Commentary on the Identification and Preservation of Not Reasonably Accessible Electronically Stored Information

The Sedona ConferenceŽ Commentary on ESI Evidence & Admissibility

The Sedona ConferenceŽ Best Practices Commentary on Search & Retrieval Methods

The Sedona ConferenceŽ Framework for Analysis of Cross-Border Discovery Conflicts: A Practical Guide to Navigating the Competing Currents of International Data Privacy & e-Discovery - Public Comment Version.

Federal Rules of Civil Procedure Addressing Eletronic Discovery, with 2006 Committee Notes