Category Archives: Law Practice Management

LTWC 2015: From LA to SF!

 LTWC 2015
Have you heard?  Big changes are afoot for Legaltech West Coast 2015:

  1. The dates are July 13-14, 2015
  2. It's relocated to the Hyatt Regency
  3. That's the Hyatt Regency…in San Francisco!

How accommodating of them to move it to my new city.  I didn't realize I had that much pull.  Actually, it was great news when I found out about it a few weeks back because in 2014, I had to skip the conference for the first time in years – and it was looking the same way for 2015.

Registration is open.  Mark your calendars…and see you there!

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.

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 Proposed Formal Opinion Interim No. 11-0004 (ESI & Discovery): Comment Period Extended!

Emergency HumorousA quick note to let you know that the proposed opinion was revised and resubmitted for public comment with an extended deadline of April 9, 2015 at 5 p.m.  I stress that the opinion is revised because – if you're going to submit comments – you need to review the new version first!

PLEASE NOTE: Publication for public comment is not, and shall not be, construed as a recommendation or approval by the Board of Trustees of the materials published.

Calbar Proposed Formal Opinion Interim No. 12-0006 (Attorney Blogging)

Emergency Humorous

 

The State Bar of California Proposed Formal Opinion Interim No. 12-0006 (Attorney Blogging) has been posted for public comment.  The comment period expires March 23rd, 2015 at 5pm.

PLEASE NOTE: Publication for public comment is not, and shall not be, construed as a recommendation or approval by the Board of Trustees of the materials published.

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.

Calbar LPMT Section Annual Free Membership Offer Kicks Off Today!

MP900442347

Beginning August 5th and ending August 24th, the State Bar of California Law Practice Management and Technology Section offers free memberships through the end of 2013 to attorneys and non-attorneys alike.  This is a great opportunity to test-drive the section for free!  For more details about the benefits we offer and how to get your free membership, click here.