CGOC Summit 2007
February 7-8, 2007, Scottsdale, Arizona
3rd Annual CGOC Summit Sets the Tone for the Year
Each year, CGOC launches with a Summit for corporate stakeholders in retention and litigation. With the advent of the new Federal Rules, this year’s Summit moves beyond planning to focus squarely on retention and legal holds practices. With expert speakers from Citigroup, Prudential, Halliburton, TD Bank and other companies, the 2007 Summit will provide case studies on legal holds practices, reducing legacy data and costs, working models for retention, and preparing for discovery conferences and disclosures.
- A legal holds practices panel with Prudential and Halliburton
- Mock preparation of IT and records witnesses with AlixPartners
- Turning legacy data and retention schedules into cost savings with Citigroup
- Legal holds project management for attorneys with TD Bank
- Critical discussion on accessibility, data sources, and disclosure requirements
- Delegates dinner February 7th and breakfast, lunch and dinner February 8th are included
Full program brochure and agenda
The 2-day event will be held February 7th and 8th in Scottsdale, Arizona at the Hyatt Gainey Ranch. Networking activities are available for attendees including golf and a guided desert walk.
Cost: $399 for corporate practitioners and includes full program and all meals. Special room rates are available at the Hyatt for attendees.
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“Birds of a Feather” Morning Activity (Golf, Desert Hike) |
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12:45pm |
Welcome and Opening Remarks, 2007 Steering Committee Deidre Paknad, CEO, PSS Systems, Founder, CGOC |
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1:00pm |
Keynote: The Federal Rule Revisions Tom Allman, Senior Counsel, Mayer Brown Rowe & Maw LLP |
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2:00pm |
Legal Holds Practice Models — Panel Moderator: Cecil Lynn, Director of Industry Relations, LexisNexis Applied Discovery Liz Schimmel, Legal Holds Coordinator, Halliburton Company |
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3:30pm |
Mock Preparation of IT and Records Witnesses Laura Kibbe, Senior Corporate Counsel, Pfizer, Inc. |
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4:30pm |
The Role of Sedona Jonathan M. Redgrave, Chair, Redgrave Daley Ragan & Wagner LLP |
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Dinner Under The Stars, evening sponsored by AlixPartners |
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8:00am |
Breakfast hosted by Ryley, Carlock, & Applewhite |
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8:45am |
Turning Legacy Data and Legacy Retention Schedules into Current Cost Savings Harry Pugh, Managing Director, Operations & Technology Policy Coordinator, Citigroup, Inc. |
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10:30am |
Pragmatic Approaches to Retention and Introducing the Notion of Custody to Records Management Richard Gomes, CISA, CISSP, SVP Citigroup Corporate Center, Operations & Technology/ IT Risk Management Organization; Senior Policy Coordinator, Citigroup, Inc. |
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11:30am |
Mock Judicial Interviews of Records and IT Staffers Kevin Brady, Partner, Connolly Bove Lodge & Hutz, LLP |
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Lunch — Small Group Discussions on CGOC Topic Tracks |
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1:15pm |
Project and Process Management 101 — What Every Attorney Needs to Know Rob Gerbrandt, Senior Project Manager, Legal Department, TD Bank Financial Group |
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2:30pm |
Communicating FRCP Changes to Management & Determining What Practices to Change (and What Not to Change) Bruce Whitney, Assistant General Counsel, Litigation, Air Products and Chemicals, Inc. |
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3:30pm |
Linking Legal Holds, Data Sources, and Retention Programs Deidre Paknad, President & CEO, PSS Systems, Inc.; Founder, CGOC |
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6:00pm |
Dinner |
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