CGOC Summit 2009 - Faculty
January 22-23, 2009, Amelia Island, Florida
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Kevin Brady, Partner, Connolly Bove Lodge & Hutz LLP
Kevin is a Partner in the Corporate and Commercial Litigation Group of the Wilmington, Delaware office of Connolly Bove Lodge & Hutz LLP. Prior to joining Connolly Bove in March 2005, he was Counsel in the Complex Mass Torts and Insurance Group of Skadden Arps Slate Meagher & Flom LLP in Wilmington, Delaware, for almost 20 years. Kevin received his undergraduate degree from the University of Delaware, his M.B.A. from Widener University and his J.D. from Widener University School of Law.
Dennis Browne, Assistant General Counsel, Litigation, Capital One
Dennis Browne joined Capital One in 2000. He currently serves as the Company’s Senior Director and Associate General Counsel in the Litigation Group. His responsibilities include managing legal support for the Company’s intellectual property portfolio and employment disputes, as well as overseeing the company’s electronic discovery efforts.
Prior to joining Capital One, Mr. Browne was an associate with the law firm of Finnegan, Henderson, Farabow, Garrett & Dunner in Washington, DC. His practice focused on intellectual property matters, particularly trademark, copyright and trade secret matters for a host of industries, including financial services.
He received his J.D. from George Mason School of Law with high honors, and his B.A. from LeMoyne College magna cum laude.
Jay Brudz, Senior Counsel, Legal Technology, GE
Jay Brudz is Senior Counsel, Legal Technology for GE where he has strategic and operational responsibility for e-discovery, legal e-billing and other applications and initiatives within GE’s 1200 attorney global legal organization. Prior to rejoining GE, he was President and Senior Forensic Consultant for Verabit Digital Forensics where he conducted computer forensic investigations and provided expert witness services. Previously, he was Vice President, Development for Public Image Limited, LLC, a web design and application development firm, a role he began after serving as Transactions and E-Commerce Counsel for GE Industrial Systems.
He has also served as an Associate Professor at the University of New Haven, teaching Network Security and Computer Forensics. Jay received both his law and undergraduate degrees from the University of Connecticut. Jay's favorite type of cookie is chocolate chip.
Alexandra Buck, Senior Counsel and Director of eDiscovery and Records Management, Abbott Laboratories
Alex Buck is the Senior Counsel and Director of E-Discovery and Records Management for Abbott Laboratories. Prior to her work with Abbott, she was a patent litigation and electronic discovery attorney with Reed Smith Sachnoff & Weaver in Chicago, where she headed the Electronic Discovery Practice Group. Alex is currently an Adjunct Professor at Loyola University School of Law where she teaches Cyberlaw. Prior to her work with Reed Smith Sachnoff & Weaver, she was an attorney with the Intellectual Property boutique of Fitzpatrick, Cella, Harper and Scinto in New York City. She has significant expertise in the areas of electronic discovery law and policy, records management, document retention, legal record holds/preservation, litigation readiness protocols, e-discovery and records management technologies, and other related areas.
Richard Gomes, Executive Vice President, Citigroup
Richard’s recent professional focus has been on IS Governance, and he brings a standards and regulatory compliance perspective to the development and pragmatic implementation of IS policies and controls. At Citigroup he is responsible for the Records Management Program, and a member of the IS Policy and Standards working group. With over 20 years of experience in the Strategic IT field, over 7 of which dealing specifically with Information Security, and IS Governance, Richard is an active member of both ISACA (CobiT) and (ISC) 2 (ISO 17799/27001) where he participates in the drafting and review of IS Governance and Security frameworks and standards. Prior to joining Citigroup while with Deloitte & Touche’s Enterprise Risk Practice.
Kent A. Jordan, Judge, U. S. Court of Appeals for the Third Circuit
Kent A. Jordan was appointed in 2006 by President George W. Bush to serve as United States Circuit Judge for the Third Circuit. Prior to that appointment, Judge Jordan served as a United States District Judge for the District of Delaware from 2002 to 2006. Judge Jordan was admitted to the Delaware Bar in 1984 and is also a member of the District of Columbia Bar and the bars of the United States District Court for the District of Delaware, the United States Court of Circuit, and the United States Supreme Court. He received a B.A. in Economics in 1981 from Brigham Young University and a J.D. in 1984 from Georgetown University, where he was Articles Editor for the Georgetown Law Journal. From 1984 to ‘85, he was a law clerk for The Honorable James L. Latchum, a judge on the district court where Judge Jordan later served . He is a former Assistant United States Attorney for the District of Delaware and, in 1991 and '92, was Chief of the Civil Division in that office. Prior to taking the bench, Judge Jordan served as an officer and as a member of the boards of directors of privately held businesses and was a partner in a Wilmington, Delaware law firm, with a practice focused on intellectual property, corporate, and commercial litigation. He is an Adjunct Professor of Law at the University of Pennsylvania, Vanderbilt University, and Widener University. He also serves on the Advisory Board of the Georgetown University CLE institute on electronic discovery and has lectured and participated as a panelist in numerous continuing legal education seminars.
Dan Kulakofsky, Managing Counsel, Director of Electronic Discovery, Travelers
Dan is Managing Counsel in the office of Corporate Litigation with Travelers. In his role as Director of Electronic Discovery, Dan is responsible for all aspects of the electronic discovery program at Travelers. Dan has developed numerous information management policies for Travelers including the new litigation hold policy and process. Dan also provides strategic support on a wide variety of issues from the development of litigation strategies to the development and implementation of new IT standards and records management practices. Prior to joining Travelers, Dan spent ten years as compliance counsel in the insurance industry and ten years as a litigator in private practice.
Thomas M. Lahiff, Director, PricewaterhouseCoopers, Former Assistant General Counsel, Corporate Litigation Group, Citigroup
Tom is currently a consultant on document management and e-discovery practice. He previously served for 17 years in various capacities in the corporate litigation group of Citigroup Inc., most recently as Assistant General Counsel, where he was responsible for a broad range of litigation matters and worked on developing and implementing a document retention schedule and legal hold processes. Tom graduated from Seton Hall University Law Center and clerked for Chief Justice Hughes of the New Jersey Supreme Court.
Lorrie Luellig, Shareholder, Ryley Carlock & Applewhite
Lorrie is a shareholder and a founding member of the Ryley Carlock & Applewhite’s Document Control Group where she advises clients on the creation and implementation of information retention policies and schedules. Lorrie has extensive experience in working with clients in evaluation of current retention policies and procedures for both litigation related matters and overall company operations. She as has helped to create and implement strategies for Fortune 100 companies. Lorrie’s background in commercial litigation and real estate led her to help create Ryley Carlock’s Document Control Group. Lorrie received her LL.M. from Harvard Law School in Cambridge, Massachusetts.
Jim Mitchell, Managing Director, Huron Consulting Group
Jim specializes in litigation consulting services focusing on the strategic and tactical use of technology. He has extensive experience in managing large-scale document management implementations for both corporate law departments and law firms. Jim uniquely bridges the legal and technological circles by providing an understanding of the litigation process from years of working side by side with leading litigators. Jim utilizes a pragmatic approach gained by managing enterprise wide technology implementations. Prior to joining Huron, Jim was a senior manager at Arthur Andersen.
Lynn Molfetta, former Vice President of Information and Records Management, American Express
Lynn Molfetta was the Vice President of Information Records Management at American Express Company, a position she assumed in February 2007. During this time, she created a comprehensive records management program for the global enterprise and formed an Industry Peer Records Management Group that benchmarks best practices.
Prior to this role, Lynn spent over 20 years of diversified experience in the areas of business process development and reengineering, business finance transformation, IT governance, strategic planning and knowledge management. As Chief of Staff to the EVP and General Counsel, a role she assumed for over 10 years, she implemented a global e-billing/matter management system that transformed how the global legal department operates.
Lynn networks and participates with various legal and consultant groups that includes ARMA, General Counsel Roundtable, K&L Gates, Deloitte, Arbosys (just to name a few) and is considered a thought leader in the areas of legal operations, records management and e-discovery.
Cathy Muir, Counsel, Hunton & Williams; former Senior Corporate Counsel, Sprint Nextel
Catherine Muir recently joined Hunton & Williams’ Litigation and Intellectual Property Practice. Ms. Muir’s practice focuses on advising corporate clients on how to address the challenges of electronic discovery, records and information management and compliance and litigation preparedness in complex litigation, class actions and internal investigations. Ms. Muir is former Senior Counsel at Sprint Nextel, where she most recently directed the company’s records compliance and e-discovery strategies and practices. Prior to her nearly 10-year tenure at Sprint Nextel, she worked in private litigation practice in Denver and as an advertising executive in New York. Ms. Muir is a graduate of Miami University (Ohio) and Vermont Law School.
Deidre Paknad, President & CEO, PSS Systems, Founder, CGOC
Deidre leads PSS Systems and is the innovator behind the company’s visionary Atlas software suite for legal holds and legacy data teams, and is a recognized subject matter expert on legal holds and enterprise retention management. Prior to PSS Systems, she launched and led several software companies and has twice been inducted into the Smithsonian Institution for innovation (1999 and 2000).
Hon. Andrew J. Peck, United States Magistrate Judge
Magistrate Judge Andrew J. Peck was appointed United States Magistrate Judge for the Southern District of New York on February 27, 1995, and served as Chief Magistrate Judge in 2004-2005. He graduated with honors from Cornell University in 1974 and from Duke University School of Law in 1977.
Judge Peck served as law clerk to Judge Paul Roney of the United States Court of Appeals for the Eleventh (then the Fifth) Circuit, during the 1977-1978 term. Judge Peck was an associate and then Counsel at the law firm of Paul, Weiss, Rifkind, Wharton & Garrison, from 1978-1995. His practice in commercial litigation emphasized entertainment and intellectual property (copyright and trademark) litigation. Judge Peck is a frequent lecturer on issues relating to electronic discovery and is a member of the Sedona Conference Advisory Board.
Pamela Roberts, Head of Legal Data Services, Novartis Pharmaceutical Corporation
Pamela Roberts is a business management professional with ten years experience in the pharmaceutical field.
Pamela is the Director of Legal Data Services(LDS), a department she created within IT in 2004 that is now housed within the Legal Department. She developed an Electronic Discovery program in partnership with in-house counsel, business colleagues and IT, and is responsible for the continuing evolution of the program as well as day-to-day supervision of the Case Managers within LDS. NPC’s Electronic Discovery Program model is multi-disciplinary and cross-functional and includes a Data Source Catalog and systems to support ESI-discovery related activities, including hold management, data preservation and collection.
Pamela was recognized by Kroll Ontrack for Thought Leading Litigation Support in their 2006 Thought Leaders in Electronic Evidence program and has been an educational speaker for Kroll Ontrack, the Philadelphia Bench/Bar Conference and Legal IQ, a division of IQPC.
Eric Saltzman, CFO and General Counsel, PSS Systems
As Executive Vice President, Business Alliances and Strategy at PSS Eric Saltzman has over 20 years of experience in finance, strategic planning, business development, and law. Originally joining PSS as CFO in 2006, Eric now uses his broad experience to identify and build strategic partnerships, facilitate business discussions with customers, and identify issues and trends that impact the company’s business strategy. As both a finance professional and an attorney, Eric pays particular attention to the importance of controlling litigation expense through accurate forecasting and proactive cost management. He also draws upon his experience overseeing the legal and IT functions to provide guidance on effective cooperation between those groups in managing preservation and retention programs. Eric has held CFO positions at Vendavo, Qualys, TimesTen, Inc. and Electronics for Imaging, Inc. (NASDAQ: EFII). At EFI, he also led the company's business development, licensing and legal operations for many years. Eric previously spent six years advising technology companies as a corporate attorney at Cooley Godward, on matters ranging from strategic partnerships to initial public offerings. Eric holds a B.A. from Swarthmore College and a J.D. from Stanford University.
Ralph Shalom, Assistant General Counsel, First Data Corporation
Ralph Shalom is Associate General Counsel and Chief Litigation Officer for First Data Corporation, an $8 billion (revenue) financial transaction processor. In that capacity he oversees all corporate litigation. He has worked with First Data for the past 11 years. Prior to that, he had a commercial litigation practice in Miami, Florida.
Russell Stalters, Director, Information and Records Management, BP
Russell Stalters is Director of Information & Records Management at BP located in Houston, TX. He has global operations responsibility managing information and is building a team of information management subject matter experts to support the implementation of the program. He is also responsible for BP’s Data Privacy and Protection program. Previously, as a Chief Technology Officer, he helped organizations envision, design, and implement document, records, content, and business process management solutions that required compliance with global content and records management standards. Over the years he has become a recognized subject matter expert for SharePoint 2007 based solutions. A regular industry speaker, noted author, and thought leader, he presents at national and international industry conferences. He also regularly posts on his blog “Better ECM”, which can be viewed at http://betterecm.wordpress.com