Category Archives: Education

The Exchange: Cyber Security

TGCIHot on the heels of Today's General Counsel and Institute's eDiscovery-based, "The Exchange" comes something new:  "The Exchange: Cyber Security.  This is not a 'tour'; it's only held in two locations.  Thankfully for me, one is – once again - at The Bar Association of San Francisco, April 27-28, 2015.

Any guesses where the second one will be held?  Hmmm….where is this kind of thing prevalent?

Washington, D.C., of course!  That conference isn't until November 2015 – you have time.

I attended most of day one of The Exchange yesterday and it's as robust as ever.  Still a great choice if you want to get the big-picture view from every corner of our profession. 

Registration is open, but be warned; it's almost completely full and the rules are different this time.  You may use the same free code to register if you're my corporate readers only:

TGCICOMP

Sorry law firms – you still have to pay.  Also, this is a vendor-sponsored event, so no outside vendors allowed.  

P.S.  I'd like to give a shout-out to my good friend from TGCI, Neil Signore, who has graciously provided complimentary admissions.

Close, But Still TFARR

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Interesting article in the Los Angeles Times on TFARR.  Of course, nobody knows it as TFARR except those who were on the Task Force.  Still, if you're a law student about to graduate and take the bar exam - or you've passed and are about to be sworn in – you'll want to familiarize yourselves with the evolution of proposed mandatory pro bono requirements in California.

For the record, it's the Task Force on Admissions Regulation Reform

The “Exchange” 2015

TGCIJust a brief reminder that Today's General Counsel and Institute kicks off their multi-city stop of "The Exchange" – E-Discovery for the Corporate Market at The Bar Association of San Francisco, March 16-17, 2015.

I'm on the faculty and will be one of the moderators of session two Monday, March 16th at 10:15am:  "IG in the "eWorkplace Era and its Impact on eDiscovery".

As many of you know, I'm a big fan of this particular conference due to its round-table format where everyone is encouraged to participate.  Registration remains open, so it's not too late.  I've been provided a special code for my corporate and law firm readers only:

TGCICOMP

This is a vendor-sponsored event, so unfortunately, no outside vendors are allowed.

See you there!

Calbar 87th Annual Meeting: Upcoming Program(s)

Calbar 87th AM Banner
I just took a look through this top page.  I've only posted ten times (including this one) in almost an entire year!  I've got to try to step up my game, but honestly, it's going to be difficult as I get busier and busier.  I'll do my best; in the meantime, here are my upcoming program(s) at the State Bar Annual Meeting in San Diego (I used the (s), because for one program, I'm making a guest appearance but am supposed to be in two places at once!):

* * * * * * * * * * * * * * * * * * * *

Leveraging Technology to Win the Discovery Game:  Program 31

Thursday, September 11, 4:15 p.m. – 5:15 p.m.

This is tentative.  There's a meeting of the Council of Sections simultaneously with this program and since I will be assuming the role of Co-Chair at the conclusion of the Annual meeting, I need to be there.

I'm hoping to make my way to this session and appear for the last thirty minutes or so.  But be warned; if I'm delayed, I might not make it.  My colleague, Alex Lubarsky is presenting, so either way, I encourage you to check it out as he's extremely knowledgable.

This program will cover the rules and new technologies governing electronically stored information (ESI). Learn about cutting edge litigation technology advancements that will result in cost savings and streamlined management of ESI.

CLE: 1.0 Hour of Which 0.5 Hour Applies to Legal Ethics

* * * * * * * * * * * * * * * * * * * *

The National Security Agency and Attorney Confidentiality: How to Protect Your Clients:  Program 63

Friday, September 12, 2:15 p.m. – 3:45 p.m.

The National Security Agency (NSA) has been heavily featured in the news. While the agency collects our data, how does it use it?  This program will address the NSA’s data collection and the unique challenges it presents to lawyers. Learn how to protect yourself and your clients' confidence.

CLE: 1.5 Hours of Which 0.5 Hour Applies to Legal Ethics

As you can imagine, questions about the NSA come up a lot in my presentations when I discuss attorney confidentiality, but with the outright panic I'm starting to see due to all of the misinformation out there, I feel it is time to address the issue in-depth.  We're going to spend ninety minutes exploring attorney ethical obligations, what the NSA says they do vs. what they really do and how you can best protect client confidences – hopefully without experiencing a meltdown in the process.

That's it for this year.  Hope to see you in San Diego!

Calbar Solo Summit 2014: So Much for Cutting Back!

Solo Summit 2014

 

Hi All – hope things are going well with you.  I said I was planning to cut back on presentations, but somehow I was selected to do two programs at the upcoming State Bar of California Solo & Small Firm Summit in Newport Beach (note that's a change from the usual location, Long Beach).  So, without further adieu, here's my schedule:

 

Solo Summit 2014 - Friday

Friday Lunch Program:  11:30 a.m. to 1:00 p.m.

(Program 17, June 20th)

Junior Associate to Senior Partner: Confidentiality, Privacy and Technology Governance

Generally speaking, senior attorneys tend to be intimidated by technology. On the other hand, junior attorneys tend not to be intimidated enough!  This program strikes the balance and answers the burning question, “Am I doing enough to protect the privacy and confidentiality of both my practice and my client information?”

MCLE: 1.0 Hour Ethics

[I was awarded one of the coveted plenary sessions for the first time.  Normally, we break into three concurrent MCLE presentations, but the plenary sessions have all 250 attendees.  I'm going to have to be on my toes for this one…]

 

Solo Summit 2014 - Saturday

11:00 a.m. to 12 noon

(Program 32, June 21st)

Leveraging Technology to Beat the Big Guys in the Discovery Game

Panel presentation of the rules and new technologies pertaining to ESI (electronically stored information) that will level the playing field to allow a solo or small firm attorney to “go toe-to-toe” with a large law firm throughout the discovery process — even during the most complex and voluminous litigation. The speakers discuss cutting edge litigation technology advancements which translate to cost savings and more streamlined management of electronically stored information. New technology trends discussed include computer assisted review, analytics, the latest trends with computer forensics and automating litigation hold policies among others.

MCLE: 1.0 Hour Ethics

Hope to see you there!

Don’t IT Tomorrow what you can IT Today: IT Law Today Blawg

Brownstone photoI've been waiting for this for some time.  Robert Brownstone of Fenwick & West (who I've cited many times on this blawg), has finally taken the plunge and launched the blawg, "IT Law Today: News & Updates on the lifecycle of electronic information management".

Folks, if you want to receive top of the line information and resources from one of the best in the business, I recommend you add him to your favorites lists (and while you're at it, follow him on Twitter as well – @eDiscoveryGuru).

You know how stingy I am about promotion on this blog, but this is one of my rare exceptions.  Let me put it this way; when I have an issue that could go one way or the other and I want to chat with someone about the possibilites, Robert is the first person I call!

Make him one of your first stops as well – you will benefit greatly from his knowledge.

Upcoming Presentations: Calbar Annual Meeting: “Innovation & the Law”

CalBarAM13

I have two presentations scheduled at the 86th Annual Meeting of the State Bar of California.

The official hash tag for this year's event is #CalBarAM13:

* * * * * * * * * *

Thursday, October 10, 2013

 Program #3 – 11:00 a.m. – 12:00 p.m.

eDiscovery and Ethics: What Attorneys (and Clients) Need to
Know

with Browning E
Marean III

** and **

Friday, October 11, 2013

Program #67 – 4:15 p.m. – 5:15 p.m.

High-Tech Crimes & Misdemeanors: eDiscovery &
Forensics in Criminal Matters

with Criminal Law Section Chair-Elect Mark E Jackson

 * * * * * * * * * *

See you there!

CalBarAM13 - Banner

Memoirs of the 2013 Calbar Solo Summit

Well, that's another Solo Summit in the bag.  This was my third in a row (Calbar has been presenting them for five years) and although I noticed all of the Bar staff running around with very concerned looks, they probably needn't have been so worried; the conference went very well.

As I've said before, in some ways, I prefer it to the annual meeting because it's more intimate and one can actually pause to talk to the attendees and not always be running somewhere else.  Also, the programs are custom-made for the Solo and Small Firm practitioner in California.

LPMT put on four programs this year; and I attended all of them.  Well, I had to attend at least one, since I was the speaker…

Biased as I may be, I have to say that our group put on some excellent programs.  Of course, the proof will be in the pudding (which for us means when we receive the rating sheets from the attendees in a few weeks).

I was only able to attend for a day-and-a-half this year, but I'll give the same advice as last year: If you want to collect a large amount of CLE credits on pertinent subjects with 300 like-minded attorneys and many networking opportunities, consider attending next year!

The Mobile Lawyer & Professional Responsibility: Friday in Long Beach



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Just a quick reminder that I'm presenting Program #19 at the Calbar Solo and Small Firm Summit in Long Beach, California:

The Mobile
Lawyer & Professional Responsibility: Confidentiality in the Digital Age

Friday, June 21, 2013 
1:15 p.m.-2:15 p.m.

Lawyers
are open for business 24-hours a day. 
They communicate via Twitter & Facebook, on smartphones, tablets
& notebooks – in coffee shops, taxicabs, airports and on airplanes.  This program reviews recent COPRAC opinions
addressing technology
and provides tools to protect confidences and privacy for
both attorney and client.

It's not too late to register and join us!