Daniel Coppola

VP, Advisory, Consilio

Dan’s professional services background spans a range of business verticals with a strong focus on technology. He has engineered custom business solutions within the litigation, financial, insurance, and retail industries concentrating on strategy, process improvement and operational management. His management and technical experience consists of enterprise software development and integration, complex data modeling and analysis, computer forensics, discovery program design, case management services, and data remediation. Dan specializes in litigation consulting, using technology and proven processes to improve efficiencies and reduce costs associated with discovery management. He has extensive experience designing customized end to end discovery programs and workflows that integrate the data request process with data collection and fulfillment responsibilities for several of the largest global banking and pharmaceutical corporations.

Michelle Kitchen

Global eDiscovery Lead, IP and Legal Counsel, OneNovartisDiscovery, Novartis Services Inc.

MICHELLE KITCHEN is currently a Global Head of eDiscovery, IP and Legal counsel at Novartis Services Inc.. Michelle’s knowledge is built upon her experiences working as in-house, outside counsel and as a consultant. As in-house, outside counsel and as a consultant Michelle supported her clients in their endeavors anything eDiscovery while specializing in discovery and document collection and preservation in contentious and noncontentious matters. The foundation of her experiences and knowledge is rooted in her substantial in-house experience with pharmaceutical and medical device corporations. Much of Michelle’s experiences lies in building discovery programs, documentation, and best practices, preparing and responding to US and foreign discovery demands in various types of litigation including intellectual property, products liability, and contract disputes and with respect to domestic and international government investigations.

Geoffrey Sherman

VP, Solutions & Quality Assurance, Consilio

Geoffrey is responsible for providing Clients with expert consulting and workflow solutions surrounding Legal Technology offerings. He ensures that even the most complex and demanding projects receive unparalleled support from inception to completion, consistently benefiting from his diverse experience. Prior to XDD and Consilio, Geoffrey served RVM Enterprises as their Chief Technology Officer where he was instrumental in building out key service lines including Professional Services, Online Hosted Review, Information Technology and Application Development. Experience also included consulting for clients on elements of application design, information governance, litigation response and infrastructure planning. Geoffrey holds numerous certifications and credentials within the field of Litigation Support, Information Technology, and Information Security.

Matthew Knouff

Sr. Solutions Consultant, Consilio

Matthew Knouff is an attorney and Senior Solutions Consultant with Consilio who has spent 15+ years working in the cross-border trenches. His is a Certified Information Privacy Professional through the IAPP and has led and supported numerous successful discovery and investigative efforts in over 200 matters across more than 40 countries. He has authored several pieces on international discovery practices including journal articles for the UNC Law and University of Richmond School of Law JOLTS, is the host of the data law podcast ESI Survival Guide and serves on several legal industry advisory groups as well as Consilio’s D&I Advisory Board and Proud Employee Affinity Group.

Scott Reents

Of Counsel, Cravath

Scott B. Reents focuses on electronic discovery and the application of artificial intelligence (AI) and other advanced technologies to legal practice. Mr. Reents represents clients in a variety of litigation matters, regulatory matters and internal investigations. He oversees the Firm’s data analytics and e‑discovery work and speaks and writes about topics related to digital evidence and AI. Mr. Reents serves on several working groups and commissions focused on the effective use of technology in legal practice and the courts.

Elizabeth Erickson

Senior Director, Advisory, Consilio

Elizabeth has more than twenty years of experience as a commercial litigator and consultant representing clients on a variety of adversarial and advisory matters, with an emphasis on corporate records management and electronic discovery, including data analytics and technology assisted review. As a Senior Director and member of Consilio’s Advisory Services & Discovery Consulting team, Elizabeth assists corporate law departments and law firms with overall management of their electronic discovery needs. She specializes in project management, as well as the implementation of comprehensive legal hold and review solutions for complex litigation and government investigations. Elizabeth provides clients with discovery strategies that aim to maximize defensibility, reduce legal spend, and standardize matter handling, while operating under tight deadlines and delivering a high-quality work product.

Allison Myers

VP, Data Analytics, Consilio

Allison has worked in the eDiscovery field for over fifteen years and focused on various areas of the EDRM throughout that tenure. For the past ten years, she has focused on Analytics. Currently, as a Vice President of Analytics, she is part of a group of 35 lawyers and programmers fully dedicated to leveraging analytics. She is responsible for the Analytics group’s case deliverables and project execution. The Consilio analytics team specializes in custom analytics solutions for complex eDiscovery matters across a wide variety of situations, often with competing considerations. The team provides clients and counsel with a comprehensive view of their data, including pattern recognition and substantive analysis. This actionable intelligence allows Allison and the team to consult and assess the merit and workability of solutions in each set of circumstances. Allison’s skillset combines a legal education with a technical aptitude. As such, she facilitates communication between clients and investigators, attorneys and technical eDiscovery experts, outside counsel and review teams. She enjoys sharing her analytics expertise with her team, with clients, and through CLE programs and presentations. Given the increased reliance on technology within eDiscovery, she knows analytics is here to stay.

John Koss

Managing Director, E-Data Consulting Group, Mintz

s the Head of Innovation, AI, and E-Data Consulting, John relies on his extensive experience both in legal practice and e-data project management to: • Direct Mintz’s strategic planning and implementation of AI and other emerging technologies to optimize operational efficiency and enhance client service; • Oversee Mintz’s globally- and nationally-Chambers ranked E-Data Consulting Group, a fully-integrated affiliate with a mission to improve service delivery though the application of technology across large data matters; • Supervise Mintz’s knowledge management and innovation team to ensure that cutting-edge developments as they relate to automation, process, and technology are maximally-leveraged across the Firm. John leverages these responsibilities to enhance his client counseling practice focusing on information governance policy best practices and the enterprise-wide utilization of technology and artificial intelligence. John has particular experience advising clients in the life sciences, pharmaceutical, and healthcare industries facing commercial litigation, corporate M&A activity, antitrust inquiries, and government investigations. Prior to rejoining the firm in 2016, John led the Boston office of one of the nation’s leading legal services firms, where he worked with in-house legal departments and law firms to create effective and economical legal solutions – incorporating flexible staffing, reliable workflows, and technology – in a wide variety of practice areas including litigation, compliance, employment, corporate transactions, and contracts management. During his initial tenure at Mintz, John was a founding member of the firm’s Electronic Discovery Practice Group. He was also an active member of the firm’s Product Liability and Complex Tort Litigation Practice Group. John maintained a diverse litigation and counseling practice with a particular focus on serving as national trial, strategy, and discovery counsel for pharmaceutical/device and biotechnology clients involved in serial litigation. Outside of the office, John lectures, speaks, and writes frequently on issues of legal data intelligence, information governance, and data privacy. John teaches E-Data Law at Suffolk University Law School, one of the few national full-semester offerings on the subject matter.

Danielle Panetta

Counsel, Goodwin Procter

Danielle Panetta is Counsel in Goodwin’s Litigation department. Danielle focuses her practice on eDiscovery of complex commercial litigation as well as government and internal investigations. She counsels clients and firm attorneys on strategy, best practices and regulatory compliance as well as using technology to reduce risk and cost in various areas of litigation. Danielle has coordinated all aspects of HSR regulatory matters for Federal Trade Commission and Department of Justice Second Requests and subpoenas from state Attorneys General in the United States. Additionally, she has managed responses to the Competition and Markets Authority in the United Kingdom and European Commission Competition Department.

Maryam Tabrizi

Partner, Kirkland & Ellis

Maryam Tabrizi is a litigation partner in the Chicago office of Kirkland & Ellis LLP. Maryam has extensive experience with large-scale litigation which enables her to navigate complex discovery issues while advancing key legal strategies. She counsels clients on preparing and advancing cost-reducing defensible discovery plans in areas including products liability, class action, antitrust, intellectual property and complex commercial litigation. Maryam's experience includes appearing as counsel in multiple jurisdictions, taking and defending depositions, and successfully advancing all phases of litigation, including dispositive motion practice, trial strategy and post-trial guidelines. She is well versed in eDiscovery technologies and routinely offers her clients efficiencies while ensuring legal protections. Having served as Discovery Counsel to a multinational healthcare company, Maryam is keenly aware of the discovery issues facing her corporate clients. She provides effective solutions at all stages of discovery and counsels clients on internal matters, information governance, retention policies, contractual disputes and government inquiries.

Elliot McDonald

Project Director, Financial Services Vertical, Consilio

Elliot is a Project Director in the Financial Services vertical at Consilio, a global leader in eDiscovery, document review and legal consulting services. During his 10 years of experience in the eDiscovery industry, he’s partnered with both corporate and law firm clients to successfully strategize and implement cost-effective, defensible eDiscovery services for a wide array of complex litigation and regulatory investigations. His experience specifically includes the management of technology assisted review (TAR) workflows for regulatory investigations (with a focus on financial institutions), preparing budgets and eDiscovery workflows to best suit the needs of a client, organizing JDG workflows, and effectively coordinating Consilio’s experts in data collections, data processing and analytics to provide a superior client experience. In recent years, Elliot has developed an expertise with the processing and review of mobile device data and has consulted with a number of financial institutions on the best practices and workflows for mobile data review and production.

James Daley

Senior Director, DFES, Consilio

James has been with Consilio since 2016 and is a Senior Director in the Digital Forensics and Expert Services (DFES) group. James’ role at Consilio involves the leadership and oversight of the Chicago and Mid-Atlantic/D.C digital forensic and eDiscovery teams, creation and monitoring compliance of defensible processes and procedures relating to digital forensics and eDiscovery, managing high profile and/or highly complex collections for litigation matters, supervising forensic analysis and examinations, and providing expert services via testimony or consulting. James is actively involved with our CLE and speaking programs and conducts training for internal and external clients. James began his career in the Digital Forensics space in 2003, while working at the Avis Budget Group. There, he learned to forensically image various types of media and equipment, and working with the Human Resources and Legal partners, conduct internal employee investigations. James grew the role to include internal eDiscovery efforts and helped create and shape internal policies and best practices. James worked on dozens of investigations while working for Avis and partnered with local and federal law enforcement agencies when necessary to provide evidence and investigation history. James worked in this role until 2011. In 2011 James joined the parent company of Lexis Nexus, Reed Elsevier, as the “Senior eDiscovery IT Liaison”. His role here was to facilitate eDiscovery requests by creating partnerships within the various organizations and business units of Reed Elsevier, use his forensic skillset to aid in unauthorized access or “breach” events, and perform internal investigation work as directed by the Global Compliance team. In addition to his day-to-day work, James also presents CLE classes and webinars on behalf of Consilio covering a variety of eDiscovery and forensic topics.

Michelle Briggs

Partner, Goodwin Procter

Michelle Treadwell Briggs is a partner in Goodwin’s Litigation Department. Her practice focuses on advising Goodwin lawyers and clients on legal, technical and strategic issues involving electronic discovery and information management. She has wide experience in managing all aspects of discovery and subpoena compliance, including developing and implementing the full range of electronic discovery and response strategies for government investigations and for complex commercial, antitrust and intellectual property litigation. Ms. Briggs has participated in litigations and investigations involving complex contract disputes in the specialty chemicals industry, class actions, governmental antitrust reviews in the telecommunications, healthcare and financial services industries and patent disputes in the pharmaceutical industry, including Hatch-Waxman litigation. Additionally, Ms. Briggs has coordinated all aspects of Federal Trade Commission and Department of Justice Second Requests and subpoenas from state Attorneys General. Ms. Briggs was selected by Chambers USA as a leading E-Discovery & Information Governance lawyer, describing her as “highly technically proficient,” and “when you are dealing with tricky e-discovery or information governance issues, she cuts to the chase.”

Anne Bentley McCray

Partner, McGuireWoods

For more than two decades, Anne has served as an integral part of the firm’s litigation bench. She currently co-chairs the firm’s e-discovery practice group, and manages a team of discovery attorneys at the firm’s Richmond, Virginia ediscovery site. Unlike many lawyers in this area, her practice is rooted in more than a decade of trial and arbitration experience. As a result, Anne provides a valuable defense-focused perspective while also ensuring the ediscovery process is as efficient and cost-effective as possible for lawyers and clients. A leader in the field, Anne is a frequent speaker and author in the ever-changing area of e-discovery. She works to keep McGuireWoods lawyers and clients up-to-date on issues as they develop. Clients look to Anne for litigation preparedness and to help them establish e-discovery protocols. However, when litigation does proceed, she leverages her experience as e-discovery counsel in multidistrict litigation; products liability, antitrust, and securities litigation; and white collar criminal defense matters, including bribery, fraud and conspiracy. As an e-discovery professional, Anne has a bird’s eye view of the massive amount of data that companies generate, collect, and maintain – and importantly, she sees how much it costs to gather, review and produce that data during litigation. As a result, Anne also counsels clients on document retention and data risk management practices. Her goal is to help clients manage their data in a way that positions them in a cost-effective and efficient litigation stance. Over the course of her career, Anne has represented clients in state and federal courts, as well as in arbitrations, mediations, regulatory investigations and various other administrative proceedings. Her experience has included general liability defense, medical malpractice, workers’ compensation and employment discrimination. Anne previously served as chair of the Richmond offices’ Women’s Leadership Forum. She is also a former chair of the Richmond chapter of Women in Ediscovery. While earning her law degree, Anne received the David P. Gilmore Award for Excellence in the Study of Labor Law.

Constance Mockaitis

Director, eDiscovery Operations, AbbVie

Experienced professional with 20 year history of working in the legal industry. Skilled in Strategic Pricing, Business Process Mapping, Strategic Planning, Analytical Skills, Dashboard Development, Workflow Management, and Project Management with a Master of Business Administration (M.B.A.) focused in Business Administration from Texas Woman's University.

Xavier Diokno

SVP, Solutions & Innovation, Consilio

Xavier Diokno has a bachelor’s degree in computer science from Southern Illinois University, a master’s degree in computer science from the University of Illinois at Chicago and a juris doctor degree from DePaul University College of Law. He is licensed to practice in the state of Illinois and the United States Patent and Trademark Office. Prior to becoming an attorney, Xavier worked in the information technology industry for ten years in database administration and software development. For more than a decade, Xavier was part of Consilio’s Data Analytics group, where he oversaw the team’s tripling in size, as well as numerous large-scale projects involving Technology-Assisted Review, Immediate Case Assessments™, and novel analytics research. Xavier now applies his technical and legal experience to oversee Consilio’s Innovation initiatives, including researching new technologies like artificial intelligence and developing their application to legal services.

Matthew Moses

Vice President & eDiscovery Counsel, Deutsche Bank

Matt Moses serves as Vice President & eDiscovery Counsel for Deutsche Bank AG. He's nearing in on two decades in eDiscovery, with experience on the law firm, service provider and in-house sides. Matt cannot stand writing about himself in the third person.

Andrea D'Ambra

US Head of Technology and US Head of eDiscovery and Information Governance, NRF

Andrea D’Ambra is a recognized leader at the intersection of technology, data law, and litigation risk. A partner in the New York office of Norton Rose Fulbright and a member of the firm's Global Executive Committee, Andrea spearheads the firm's outreach to technology sector clients across the United States and leads the firm’s U.S. eDiscovery and Information Governance practice. Andrea advises clients on managing information risk across litigation, regulatory investigations, and cybersecurity incidents, with a focus on cross-border discovery, multinational data privacy compliance, and emerging AI-related legal challenges. She has extensive experience navigating complex foreign data protection laws, defending against regulatory inquiries, and designing defensible information governance frameworks for global organizations. Highly regarded for her thought leadership, Andrea serves on the Board of Directors for The Sedona Conference and is a founding member and board member of the International Data Law Association. She is also an active participant in the Sedona Conference's Working Group 13 on Artificial Intelligence, where she contributes to the development of best practices for the responsible use of AI in legal processes. Andrea frequently works with technology sector clients, providing strategic advice that integrates legal risk management with business objectives. She is known for her pragmatic, solution-oriented counsel and her ability to help clients address cutting-edge legal challenges in an increasingly complex global regulatory environment. She is a Certified Information Privacy Professional for both the European Union (CIPP/E) and the United States (CIPP/US), as well as an Artificial Intelligence Governance Professional (AIGP) through the International Association of Privacy Professionals (IAPP).

Justin Osborne

Director, ELS, Consilio

Justin’s extensive industry and discovery experience working for major financial institutions and pharmaceutical corporations allows him to offer a unique blend of business, legal and technology services. His background in legal and eDiscovery operations, case management, and Microsoft’s 365 provides opportunities to help our clients integrate, implement, and improve their legal technology capabilities and processes. As a leader on Consilio’s Enterprise Accounts team, Justin leverages his past experiences managing large legal and eDiscovery operational teams to cultivate talent, influence collaboration and harmonize workflows to improve existing processes, reducing risk, increasing operational efficiencies and creating the potential for cost savings.

Paul Noonan

Managing Counsel - eDiscovery and Information Governance, United Airlines

Paul has worked as an inhouse eDiscovery attorney for 20 years, with a focus on leveraging technology to create cost-effective, defensible workflows that meet the needs of outside law firms and inhouse budgets in a Fortune 100 environment. He currently serves as Managing Counsel of eDiscovery and Information Governance for United Airlines, where he has worked since 2020. He was into proportionality before it was cool.

Stephanie Mitchell

Senior Litigation Counsel, Siemens Corporation

Stephanie is an experienced litigator and in-house legal counsel. Currently, Stephanie serves as Senior Litigation Counsel for Siemens, managing litigation for Siemens Financial Services, Siemens Corp. and handling all bankruptcy matters. She leads Siemens in-house e-discovery team. She also provides commercial legal support for Siemens Technology. In private practice, Stephanie focused on complex commercial litigation and business disputes, including class action, white collar crime, construction litigation, products liability and cybersecurity. She routinely counseled clients regarding many aspects of electronic discovery, electronic document retention and litigation preparedness. She managed all discovery matters for a range of matters for private and public entities. In the context of cybersecurity, Stephanie worked with first-responders addressing security incidents with an eye toward preparing for any resulting litigation.

Brad Carver

eDiscovery Data Collections Manager, DaVita

Brad is a data-driven eDiscovery Manager with a CEDS credential and over 13 years of experience in the eDiscovery industry. He joined DaVita Kidney Care in August 2021, where he leads and executes complex data management processes and projects across the litigation lifecycle. As a strategic thinker and troubleshooter, Brad develops and implements support procedures and performance metrics, ensuring optimal efficiency and quality for the eDiscovery team. He leverages his extensive knowledge of various technologies, such as user access, filtering, e-mail security, data loss protection, document management, and forensics, to comply with legal regulations and industry standards. Previously, Brad was a Senior Analyst in the Legal eDiscovery Team at Cardinal Health, where he managed 71 active litigations and established six International Litigation Data Hubs, demonstrating his exceptional project management and communication skills. Brad's eDiscovery expertise is complemented by his well-rounded background in IT and Finance, enhancing his leadership and problem-solving abilities. Brad is always eager to tackle new challenges and learn new skills, driven by his passion for data and innovation.

Kate Mortensen

Deputy General Counsel, Consilio

Kate Mortensen is Deputy General Counsel for Consilio, a global leader in eDiscovery, document review and legal consulting services. As part of Consilio’s General Counsel’s office, Kate’s role is to create alignment on Consilio’s definition of service excellence through supporting the internal business teams as well as responding to Consilio’s individual client needs. Working with other members of the in-house legal team, Kate assists with various internal legal operations. Kate’s experience includes overseeing compliance matters, managing outside litigation counsel, assisting with M&A activities, and negotiating corporate transactions. With a broad background in eDiscovery that includes litigation, eDiscovery sales and consulting, Kate has frequently presented on eDiscovery issues.

Jonathan Fowler

Chief Information Security Officer, Consilio

Jonathan Fowler currently serves as Vice President and CISO for Consilio. He is a Subject Matter Expert (SME) in the fields of Electronic Discovery and Digital Forensics and advises clients on all aspects of the Electronic Discovery Reference Model (EDRM) from effective information governance strategies through document production and presentation. He previously headed up Consilio’s global Digital Forensics team, overseeing all data preservation, collection, and fo rensic examination operations, including the allocation of human and technology resources at the matter level, also serving as the driving force behind the growth and strategic direction of the department. He has experience as an expert witness in Computer Forensics in both Federal and state courts, and has also prepared multiple expert reports, affidavits, and statements of fact for various clients. Additionally, Jonathan serves as Adjunct Professor in the graduate program in Computer Forensics at George Mason University, teaching courses in Windows Registry Forensics, as well as the capstone Advanced Computer Forensics course.

George Nino

EVP, General Counsel, Secretary & Compliance Coordinator, Yokogawa

George serves as EVP Legal and Compliance for Yokogawa Corporation of America (YCA) and has a similar role with KBC Advanced Technologies (KBC). YCA and KBC’s ultimate parent company is Yokogawa Electric Corporation, which is listed on the Tokyo Stock Exchange and operates in 60 countries. Yokogawa provides advanced solutions in the areas of measurement, control, and information to customers across a broad range of industries, including energy, chemicals, pharmaceuticals, and space. George often speaks about the responsible use of Generative AI and related legal and ethical issues. He recently discussed these topics with executives and lawyers at SMU and on a Stanford Law School panel. George also posts about AI on LinkedIn. Earlier in his career, George worked as an International Law Enforcement Specialist with the Department of Treasury and a Special Assistant United States Attorney with the Department of Justice. George graduated from Yale and Stanford Law School.

Alicia Hawley

Of Counsel, K&L Gates

Alicia Hawley is of counsel in the firm's e-Discovery Analysis & Technology (e-DAT) practice. An experienced litigator and white-collar criminal defense attorney, Certified eDiscovery Specialist and award-winning innovator, Alicia has nearly two decades of experience counseling clients on both routine and complex eDiscovery issues, best practices, case and narrative development, and fact investigations. Alicia regularly serves as coordinating discovery counsel on major litigations and government investigations and counsels the firm and clients on all phases of the EDRM including: Implementing defensible preservation practices and litigation holds; Managing ever-evolving data sources and communication tools; Navigating complex legal issues like possession, custody & control, privilege, proportionality, and seeking Rule 37(e) sanctions; Negotiating ESI protocols and discovery parameters; and Leveraging technology and artificial intelligence to identify and analyze key documents, maximize efficiency, lower costs, and create thoughtful narratives that support critical legal strategy. As both a litigator and a technical professional, Alicia offers a distinctive perspective to clients on the practical implications of eDiscovery processes and procedures. She has represented Fortune 500 companies, banks, broker-dealers, C-suite executives, and financial institutions in investigations and prosecutions by the US Securities and Exchange Commission, the Department of Justice, the Ohio State Attorney General, and the Illinois Inspector General. She has also represented clients in a discovery counsel capacity in commercial civil disputes, employment litigation, trademark and trade secret litigation, and matters in front of the International Trade Commission.

Lawrence Briggi

Manager e-Discovery Legal Specialist Team, IBM

Mr. Briggi has been supporting legal technology for over 30 years. Half of that time has been with 5 AMLAW 200 firms serving as Lit Support Mgr. and IT Director. The other half has been with consulting firms such as FTI & Navigant. He is currently leading the Litigation Support effort for IBM’s Corporate Litigation Department, with a focus on innovation, process improvement and addressing new data formats such as Slack.

Adam Austin

eDiscovery Program Lead, McKesson

Licensed Texas Attorney with the honor of being a member of the United States Supreme Court Bar. Experience spans more than two decades. Work history includes 10+ years in the private practice of law with a focus on small business and consumer bankruptcy and commercial real estate transactions. Law firm tenure includes direct hire, contract, and staff attorney positions within big and small law firms. Lending experience derived from working at the U.S. Small Business Administration as a team leader facilitating business disaster recovery assistance, loan drafting and disbursement and collateral identification following Hurricanes Rita and Katrina. Litigation and eDiscovery strategies include team management, production oversight and finding the "needle-in-the-haystack" special projects. Currently I support the General Counsel's Office for a Fortune 6 company in a collaborative environment across many legal departments within the organization. Prior to my legal career I spent 10 years as a licensed real estate agent, owner of a property management company in a resort environment, and over a dozen years in food and beverage which included my own establishment on South Padre Island, Texas, "Crawdadies."

Matt Ellington

Program Director, eDiscovery, Consilio

Matt is a Director of eDiscovery Program Management for Consilio, a global leader in eDiscovery, document review and legal consulting services. With a keen focus on program building, Matt emphasizes client vision while ensuring service excellence via standardized workflows and alignment. For over a decade, Matt has been a member of the legal services industry in roles ranging from leading document reviews with 150+ contract attorneys to crafting and implementing end-to-end discovery workflows and managing flexible legal staffing engagements. Matt’s experience allows him to concentrate on outcomes, taking measurable data points to underscore successes, identify areas for improvement, and detail the client journey during regular collaboration check-ins. Matt also works closely with clients to develop repeatable and efficient processes, often defined in the form of a playbook. These defined processes allow Consilio’s delivery teams to implement a tailored “voice of the client” approach and ensure excellent service. Matt is also a member of the law firm vertical team at Consilio, focusing on close alignment with law firms and Consilio’s dedicated service delivery teams. Emphasizing outcomes, Matt helps law firms define impact and enable true partnership with their underlying corporate clients. Matt believes in technology as a mechanism for improving efficiency across the legal industry. Matt is a frequent beta tester and thought leader for emerging technologies across innovation teams.

Mary Pat Poteet

Director of Practice Technologies, Venable

At Poteet Consulting, I lead strategic Ediscovery consulting engagements, delivering top-tier services to nationally recognized law and corporate firms. As the Director of Practice Technologies, I focus on building best practices, driving efficiencies and effectiveness, and fostering strong teams. With over 30 years of experience, I emphasize goal setting, meticulous attention to detail, and innovative solutions in litigation support and technology assessments. My longstanding commitment to excellence in the Ediscovery domain is evident through my deep expertise in defensible best practices and data management. I mentor and coach teams to develop standard operating procedures that ensure peak operational efficiency and legal compliance, significantly contributing to our clients' successes in complex litigation landscapes. I provide comprehensive services on various litigation support issues, including complex litigation, litigation readiness, technology assessments, data governance and management, and electronic evidence handling and processing. Additionally, my consultancy advises clients on privacy, cybersecurity, and information management.

Ian Schuler

eDiscovery Attorney, Crowell & Moring

Ian Schuler is Counsel in the E-Discovery and Information Management group in Crowell & Moring LLP’s Washington, D.C. office. Ian’s practice focuses on strategically advising clients on novel and complex discovery issues across all phases of the EDRM lifecycle to form defensible and creative solutions for litigations and investigations. Ian also leverages his deep knowledge on cutting-edge technology to formulate efficient and effective workflows for all phases of data preservation, collection, review, privilege logs, and production, and has expertise dealing with extraordinary volumes of documents and complex data sources. Before re-joining Crowell, Ian was Lead Counsel at a large multinational technology company in the eDiscovery and Information Governance group. He also has in-house experience at a major American-based airline company assisting with various discovery and information governance related issues.

Nathan Stein

Senior Attorney, DLA Piper

Nathan Stein is an experienced litigation attorney who counsels litigation case teams and clients on all aspects of eDiscovery, information management, and information governance.

Lauren Hause

VP, ELS, Consilio

Lauren is a Vice President of Structured Teams within Consilio’s Enterprise Legal Services. Consilio is a global leader in eDiscovery, document review and legal consulting services. Lauren leads Consilio’s Enterprise Accounts team. Her role is to deploy managed services teams that are fully dedicated to serving corporate clients and the needs of their legal departments. As a part of that deployment, Lauren oversees and implements a foundation of processes and workflows to create efficiencies, while providing best in class service that saves the client both time and money. Lauren is also heavily focused on technology that can aide and assist in risk reduction. Additionally, these technologies save time and increase the level of quality that clients come to depend on Consilio to deliver. Recognizing that each corporate partner is different with very specific needs, Lauren is focused on hiring and promoting individuals with a desire to serve and a hunger to learn. It is imperative that each team member be properly suited for the role and positioned to be successful in their own right while contributing to the larger team goal of serving the client. Lauren has been involved in the eDiscovery and Litigation arena for more than 27 years. Her experience includes leading global operational teams that provide all facets of litigation services; most notably project management, contract & claims management, as well as client engagement.

Nitin Gupta

Director, Discovery and Litigation Services, bp

Nitin is currently working as Director, Discovery and Litigation Services at bp. He has been with bp for last twelve years and manages their Discovery program. Nitin’s team provide discovery (legal hold, data collection, processing, analysis and hosting, document review, and trial support) support to legal case teams globally. They also assist case teams with data retention and preservation needs, responding to inquiries regarding company’s IT systems and help in resolving cross-border and privacy concerns. Nitin maintains bp’s discovery guidelines and is responsible for developing and managing defensible, repeatable, and cost-effective processes and workflows to respond to discovery consistently across all legal matters. In his twenty plus years of professional career before bp, he has taught at an engineering school, worked as a mechanical and software engineer, and spent several years in legal business and discovery consulting. Nitin has a bachelor’s degree in mechanical engineering and a master’s in management information systems. Nitin is a certified E-Discovery Specialist and is based in Houston, TX.

Anne Marie Godin

Legal Director of Litigation and Enforcement, SLB

Anne Marie is a Canadian lawyer who has lived and worked in seven countries around the world during her 20+year career with SLB, a global technology company. She is currently the Legal Director of Litigation and Enforcement based in London, UK.

Maureen O'Neill

SVP, Strategic Client Experience and Diversity, Equity & Inclusion Officer, Consilio

Drawing on more than 30 years of experience providing dedicated client service as an attorney and consultant, Maureen designs and executes strategies to advance Consilio’s objective of creating the most client-centric culture in the industry. She partners with a cross-functional Client Experience team to develop and deploy best practices across Consilio that embed the company’s commitment to service excellence. Maureen also serves as Consilio's Diversity, Equity & Inclusion Officer. She leads the development and implementation of the company's strategies, policies, and programs for ensuring a diverse, inclusive, and equitable workplace. Maureen guides the organization in carrying out its mission of attracting and encouraging a diversity of backgrounds, experiences, abilities and ideas, and fostering an inclusive culture among its global workforce. Recognizing her impactful work, Maureen was named the winner of the 2021 Legalweek Leaders in Tech Award for “Championing Diversity in Tech” in the vendor category. She was also selected as a 2021 “In-House Diversity, Equity and Inclusion Champion” honoree by the Women, Influence & Power in Law Awards, and designated as a “Top Diversity Officer” by the 2021 California Diversity & Leadership Conference. Maureen is a respected industry thought leader, speaking and writing frequently on significant issues that impact Consilio’s clients, such as the latest developments in e-discovery law and practice; strategies and tactics for engaging in cross-border discovery; current challenges for legal professionals around legal ethics; and diversity, equity, and inclusion in the profession. Prior to joining Consilio, Maureen was a partner at Paul Hastings LLP, where she represented Fortune 100 and other multinational companies in complex employment litigation, including class and collective actions. Maureen also co-chaired the Firm’s E-Discovery Practice Group. In that role, she advised clients on various e-discovery issues, and consulted internally with attorneys at the Firm on best practices for litigators engaged in e-discovery.

Caren Stacey Ulrich

Founder & Executive Chair, Diversity Lab

Caren has 30 years of management and leadership experience as the head of talent for many of the world’s top law firms, including Arnold & Porter, Cooley, and Weil Gotshal. After hiring 3700+ lawyers and supporting their advancement to partner and other high-level roles, Caren co-founded Lawyer Metrics (a start-up company later acquired by the Access Group) that pioneered a “Moneyball” data-analytics approach to selecting and advancing high-performing talent. Following that success, Caren founded Diversity Lab to focus on increasing inclusion and diversity in law and other professions through the use of data, science, and technology. As Diversity Lab’s CEO, Caren works with more than 20 talent experts and data scientists to create and experiment with innovative initiatives that cultivate inclusive cultures in top law firms, legal departments, and other organizations. Her passion for diversifying these high-level roles with varied backgrounds and perspectives is driven in part knowing that many of these leaders will eventually serve in other influential positions – such as judges, C-suite executives, board members, university presidents, and Congress – that make decisions for and impact society more broadly.

Hon. Xavier Rodriguez

U.S. District Judge, W.D. Tex.

Xavier Rodriguez is a former Texas Supreme Court Justice and currently sits on the bench as a United States District Judge for the Western District of Texas. Born in San Antonio, Texas, he received his bachelor’s degree from Harvard University, a master’s degree from the University of Texas LBJ School of Public Affairs, a Doctor of Jurisprudence degree from the University of Texas Law School, and a Master of Laws in Judicial Studies from Duke University, Bolch Judicial Institute. Prior to assuming the bench, he was a partner in the international law firm of Fulbright & Jaworski (now known as Norton Rose Fulbright). He was board certified in labor and employment law by the Texas Board of Legal Specialization. He served in the U.S. Army Reserve Judge Advocate General's Corps and has served on the board of directors of several charitable organizations across Texas. Judge Rodriguez is a frequent speaker on continuing legal education seminars and has authored numerous articles regarding employment law, discovery, and arbitration issues. He is the editor of Essentials of E-Discovery (TexasBarBooks 2d ed. 2021). He is a member of The Sedona Conference Judicial Advisory Board, the Georgetown Advanced E-Discovery Institute Advisory Board, the EDRM Global Advisory Council, and serves as the Distinguished Visiting Jurist-in-Residence and adjunct professor of law at the St. Mary’s University School of Law. He was elected to membership in the American Law Institute and is a Fellow of the American Bar Foundation and the Texas Bar Foundation. In 2011 he was awarded the Rosewood Gavel Award for outstanding judicial service from the St. Mary's University School of Law. In 2017, he received the State Bar of Texas Gene Cavin Award for Excellence in CLE, recognizing his long-term contributions to continuing legal education. In 2021, he was presented the Texas Bar Foundation’s Samuel Pessarra Outstanding Jurist Award and the TexasBarCle’s Pat Nester Innovation in Professional Development Award. He is a Past Chair of the State Bar of Texas Litigation Section, Past Chair of the State Bar of Texas Labor and Employment Law Section and Past Chair of the State Bar of Texas Continuing Legal Education Committee.

Hon. Andrew Peck

U.S. Magistrate Judge (ret.), S.D.N.Y.

The Honorable Andrew J. Peck served for 23 years (from February 1995 until his retirement in February 2018) as a United States Magistrate Judge for the Southern District of New York, including a term as Chief Magistrate Judge from 2004 to 2005. Before his appointment to the bench, Judge Peck was in private practice for 17 years, focusing on commercial and entertainment litigation, including copyright and trademark matters, with extensive trial experience. At DLA Piper, Judge Peck advises on copyright and trademark matters, and also serves as a resource for the firm and its clients on litigation strategy and discovery (including cross-border discovery) issues, from a Judge's perspective. He frequently speaks at conferences concerning ediscovery issues. Since joining DLA Piper, Judge Peck has been retained to serve as special discovery counsel to clients and law firms, and to submit expert reports on ediscovery issues. Judge Peck serves as an arbitrator, mediator, Special Master, and ediscovery expert witness. In addition to serving directly through DLA Piper, Judge Peck is on the arbitration and mediation rosters of the American Arbitration Association (AAA), Federal Arbitration, Inc., and National Arbitration & Mediation (NAM). Judge Peck is ranked in Band 1 by Chambers and Partners in their 2023 Chambers USA and Chambers Global 2024 guide in Nationwide E-Discovery & Information Governance. Chambers commented that "He is very knowledgeable on litigation tactics, ESI and much more. He is not only a complete subject matter expert, but he can anticipate what the opposing side will say." The Legal 500 United States 2023 ranked DLA Piper's eDiscovery team in Tier 2 and ranked Judge Peck as a "Leading Lawyer," with client testimonials noting that Judge Peck is "very experienced in handling a variety of e-discovery matters," is "very innovative when it comes to dispute resolution," and "is highly respected in the practice area." Who’s Who Legal 2024 ranked Judge Peck as a “Global Elite Thought Leader” in Commercial Litigation – Ediscovery. Judge Peck serves as a permanent member on the Steering Committee of the prestigious Sedona Conference Working Group 1 (discovery) as Judicial member emeritus. Judge Peck is recognized internationally for bringing electronic discovery competency to the attention of both the judiciary and bar. His landmark decision in the 2012 employment class action Monique Da Silva Moore, et. al. v. Publicis Groupe & MSL Group, was the first judicial decision approving the use of technology-assisted review (TAR). By 2015, Judge Peck declared in Rio Tinto v. Valle that it was black-letter law that if the responding party wished to use TAR, courts would allow it. In the third of his trilogy of TAR cases, Hyles v. City of New York, he stated that while he preferred the use of TAR, neither the requesting party nor the court could require a reluctant responding party to use TAR. On his retirement from the bench, the New York Law Journal in March 2018 called Judge Peck "one of e-discovery's most influential figures." Among the honors he has received, the American Lawyer named him to its list of the Top 50 Innovators of the Last 50 Years as its Judicial E-Discovery Innovator. In February 2022, he was awarded the Honorable Shira Scheindlin Lifetime Achievement in eDiscovery Hero Award, presented by Zapproved (now part of Exterro).

Hon. Maria Valdez

U.S. Magistrate Judge, N.D. Ill.

Maria Valdez is a United States Magistrate Judge for the Northern District of Illinois. From 2016-2020 she was the Chief Magistrate Judge for the district. Prior to becoming a federal magistrate judge, she was the Chicago Regional Counsel of the Mexican American Legal Defense and Educational Fund (MALDEF), concentrating her trial and appellate practice in the areas of constitutional law and the federal Voting Rights Act. She began her legal career in 1988 as a federal public defender in Los Angeles, California representing indigent criminal defendants. Judge Valdez also worked as a senior associate at the law firm of Hughes, Socol, Piers, Resnick & Dym in Chicago where she specialized in federal civil rights litigation. Judge Valdez has participated on countless panels discussing federal civil procedure and practice with an emphasis on electronic discovery related matters. She received her undergraduate degree from the University of California at Los Angeles and her law degree from the University of California, Hastings College of the Law. Judge Valdez was appointed to the federal magistrate judge bench in May of 2005.

Hon. William Matthewman

U.S. Magistrate Judge, S.D. Fla.

United States Magistrate Judge William Matthewman was appointed to the federal bench in 2012 and sits in the West Palm Beach Division of the United States District Court for the Southern District of Florida. As a U.S. Magistrate Judge, he handles both civil and criminal cases, including pretrial matters and trials. Prior to joining the bench, Judge Matthewman was a very active trial attorney who handled both criminal and civil cases, including high profile cases which were covered on live in-session Court TV, Dateline, 48 Hours, and other programs. He was Board certified by The Florida Bar in criminal trial practice before his appointment to the bench and is AV rated by Martindale Hubbell. He has been a member of The Florida Bar and a trial lawyer since 1983, handling numerous cases in state and federal courts. Judge Matthewman received his B.S. degree and Masters degree from Florida International University in Miami, and he received his Law Degree, with Honors, from the University of Florida College of Law. While at University of Florida Law School, he was Research Editor of the University of Florida Law Review. He has published several articles, including most recently the following law review article: William D. Matthewman, Towards A New Paradigm For E-Discovery In Civil Litigation: A Judicial Perspective, 71 Fla. L. Rev. 1261 (September, 2019). This Florida Law Review article deals with e-discovery and the 10 most important core concepts of the new e-discovery paradigm.

Kristin Meister

General Counsel, Last Energy

Kristen Meister is General Counsel & Chief Compliance Officer at Last Energy in Washington, DC. Last Energy is a full-service developer of micro modular nuclear power plants with a goal of transforming the nuclear power industry by dramatically reducing the time and cost of construction. Our mission is to decarbonize global energy production and increase access to clean, affordable power. Prior to joining Last Energy, she was Senior Counsel and Director of Litigation at IDEMIA, a French-based multinational technology company specializing in identity-related security services, including facial recognition and other biometric products, secure credentialing, and secure payment systems. At IDEMIA she was in charge of litigations, investigations, IP, data privacy, and trade compliance. She also covered contract review and negotiation as well as corporate law matters for the company. Meister spent the first 7 years of practice at two global defense firms followed by 6 years prosecuting securities class actions at Bernstein Litowitz. She then spent over 6 years managing a diverse international cross-border litigation docket, external governmental investigations and internal investigations, subpoenas, and other third-party requests at the New York branch of Credit Agricole, a global financial institution headquartered in France. After practicing in New York City for almost 20 years, she relocated to the Washington, DC area in 2023.

Michael Pontrelli

Client Experience Officer

Leading Consilio’s Global Strategic Client Experience, Michael’s role is to create alignment on Consilio’s definition of service excellence, and to support his colleagues in bringing the CX vision to life. Michael draws on his past experience as an attorney, consultant, business developer and Managing Director responsible for Strategic Client Solutions to engender frank conversations with clients regarding the quality and value of Consilio’s delivery of services. Working with other members of the Consilio team, Michael puts that feedback to work, using it to improve existing processes and operationalize innovations. He also continues his work with Consilio’s Strategic Client Solutions (SCS) account management program and consults with corporate legal departments, including many Fortune 500 Companies and their outside law firms across a range of business processes and operational requirements. Michael has expertise in helping clients navigate the entire electronic discovery process related to complex litigation and investigations. Michael also works with clients to develop processes and cost-saving strategies in matters involving the collection, processing and review of large amounts of email and other electronic data. Michael specializes in Antitrust and Trade Regulation, Class Action, Commercial Litigation, Intellectual Property, Internal Investigations, Product Liability and Government Investigations.

Jennifer Pharr Davis

Keynote Speaker

Jennifer Pharr Davis is an internationally celebrated adventurer, author, mother, and business owner. She knows what it takes to keep going. As a hiker she has covered over 14,000 miles, exploring trails on six different continents and in all fifty states. In 2011, she became the first woman to hold the Fastest Known Time to complete the Appalachian Trail, finishing the 2,190-mile path in 46 days, for an average of 47 miles per day. And as a mother of two children, Jennifer has yet to slow down: She has backpacked 700 miles in her second and third trimesters, hiked across the state of North Carolina while nursing her newborn son, and set foot on a trail in all fifty states with her daughter. Hailed as "The Serena Williams of thru-hikers" by PBS, Jennifer’s accomplishments and expertise have been featured in The New York Times, Outside magazine, National Geographic, and the IMAX film Into America's Wild, narrated by Morgan Freeman. Jennifer shares her trail adventures with corporate, association, and educational audiences across the country and the world. In the process, she encourages people to leverage their innate endurance and grit to achieve personal bests in everything from sports and family to the boardroom. Jennifer served on the President's Council for Sports Fitness, and Nutrition and is the founder of Blue Ridge Hiking Company, a guiding service that strives “to make the wilderness accessible and enjoyable” for adventurers of all ages, genders, and levels of ability. Jennifer’s most recent book, The Pursuit of Endurance: Harnessing the Record-Breaking Power of Strength and Resilience, was published in 2018.