When you register, please be sure to select which certification class(es) you would like to attend.

Agenda

  Go
  • Monday, September 9, 2019
  •  
    7:30 AM  -  9:00 AM
    Registration
    6th Floor - Pre-Function Area
    8:00 AM  -  9:00 AM
    Certification Day Welcome & Breakfast
    In the morning session, you will meet the Exterro team and learn how to configure your computer to join in the subsequent session. This will not be a hands-on session and breakfast will be provided.
     Optional 
    9:15 AM  -  12:30 PM
    Employee Change Monitor (ECM)
    Studio
    For those individuals who would like more information about Employee Change Monitor and Reporting best practices. We will discuss use cases for ECM and attendees will create and test Monitors.

    Please only register for this training session if you have NOT selected a certification class from above.

    Speakers:
     Optional 
    9:15 AM  -  4:45 PM
    Exterro E-Discovery Data Management 101
    Design 2
    For active users of EDDM who have not yet been certified or who want to refresh their certification knowledge. Learn about Data Source Configuration from a Legal Perspective, Creating Early Case Assessments and Collections, working within the ESI vault, working with the review module, and producing documents. Note: Both the morning and afternoon sessions are required for certification. This session is offered from a legal perspective. Technical users may wish to participate in the Technical Track.
     Optional 
    9:15 AM  -  4:45 PM
    Exterro E-Discovery Data Management 201
    Gallery 2
    Designed for those who have already been certified in EDDM or have been working in EDDM for 2 or more years, but want more in depth knowledge and troubleshooting skills. This session will cover the ingest feature, best practices for collection, advanced searching, maximizing the benefit of ECA, determining when to use the review module or simply working within the ESI vault, and will present some of the AI features that are newly available within EDDM.
    Speakers:
     Optional 
    9:15 AM  -  4:45 PM
    Exterro Legal Hold 101
    Design 1
    For active users of Exterro Legal Hold who have not yet been certified or who want to refresh their certification knowledge. Learn the basic elements of Exterro's Legal Hold software, including navigation of the interface, matters, matter teams, legal hold creation and issuance, default settings (notices, reminders), legal hold management and release of legal holds.
     Optional 
    9:15 AM  -  4:45 PM
    Exterro Legal Hold 201
    Gallery 1
    Designed for those who have already been certified in Legal Hold or who have been working in Legal Hold for 2 or more years but want more in depth knowledge. This session will cover custodian search and identification, best practices for managing the hold process, Dynamic Tags and Email Links, and Closing Holds. We will cover In-Place Preservation and Advanced Reporting
     Optional 
    9:15 AM  -  4:45 PM
    Exterro Project Management (EPM) 101
    Barrel Room
    For active users of Exterro's Project Management module. This session will cover how to create workflow templates, requests, instructions, and checklists. Case studies of best practices around workflow creation and ideas for how to use Project Management to streamline internal processes will be presented.
     Optional 
    9:15 AM  -  4:45 PM
    Tech Track
    Gallery 3
    This session is designed for the IT team members and will cover configuration of Integrations, In-Place Preservation, Data Sources, Ingestions, Collections, Gateway Coordinators, Productions, and other parts of the Exterro System from an IT perspective.
     Optional 
    12:30 PM  -  1:30 PM
    Lunch Break
    Culture & Fashion
    1:30 PM  -  4:45 PM
    Exterro Discovery
    Studio
    This session is designed for those individuals who have already completed their desired certifications and are interested in learning more about the Exterro modules that they do not have. Presented from an informational perspective, we will discuss use cases and benefits of the Orchestrated E-Discovery Platform.

    Please only register for this training session if you have NOT selected a certification class from above.

    Speakers:
     Optional 
    6:00 PM  -  9:00 PM
    Opening Reception  (OPENING)
    xport bar & lounge
    inFusion ’19 will be kicked off at the opening night networking reception and dinner. This is a great opportunity to connect with Exterro employees, partner attendees, and other Exterro users. You are sure to see a old friends and likely make a few new friends before the night is done!
     Optional 
  • Tuesday, September 10, 2019
  •  
    7:30 AM  -  8:30 AM
    Registration & Breakfast  (BREAKFAST2)
    6th Floor - Pre-Function Area
     

    Conference

    8:30 AM  -  10:00 AM
    Welcome Session: Convergence of Privacy & E-Discovery
    Culture & Fashion
    Exterro believes we are all facing large-scale, structural change in how we interact with our data: how we secure it, use it, access it, and dispose of it. In this year's inFusion opening keynote session, Exterro's leadership will explain the trends we are seeing in the marketplace and how our product roadmap is evolving to better equip our customers to understand the data you control, define precisely where it exists inside your IT infrastructure, and secure, access, retrieve, and manage it in accordance with both regulations and business needs.
     
    10:00 AM  -  10:40 AM
    An Interview from the E-Discovery & Data Privacy Trenches
    Culture & Fashion
    In this session, Rebecca Perry, Director of Strategic Partnerships at Exterro will conduct a conversation with senior level professionals about their views of the convergence of E-Discovery and Privacy
    Speakers:
    10:40 AM  -  11:00 AM
    Morning Break
    6th Floor - Pre-Function Area
    11:00 AM  -  12:00 PM
    The State of E-Discovery
    Culture & Fashion
    Take a comprehensive look back at the last year in e-discovery and learn best practices for managing e-discovery processes moving forward.Attend this session and learn:- E-Discovery spend trends and how legal teams are trying to manage e-discovery spend- How legal departments are trying to be more efficient and improve their processes- How to maintain e-discovery defensibility in a converging legal world between litigation, compliance and regulatory areas of practice
    12:00 PM  -  1:00 PM
    Lunch Break
    6th Floor - Pre-Function Area
    1:00 PM  -  1:30 PM
    Data Inventory: Harmonzing Data Governance Across Your Organization
    Culture & Fashion
    Exploding data volumes. Ever increasing data sources. Indications that GDPR violations are finally being punished. The impending California Consumer Protection Act effective date. Constant threat of security breaches. Those and so many more issues make life challenging for privacy and e-discovery professionals, don't they? In this session, industry experts will share how to optimize the use of a current, accurate data inventory in your litigation, privacy and compliance efforts. Topics to be addressed include: - Regulatory mandates requiring a new approach to maintaining your data inventory - Best practices to ensure a defensible and compliant process - Use cases for extending the use of your data inventory into other information governance efforts
    1:40 PM  -  2:40 PM
    Leveraging Exterro E-Discovery Data Management to Optimize your E-Discovery Budget
    Culture & Fashion
    Expanding data sources, ever-increasing data volumes, constant pressure to reduce costs and increase productivity are challenges for every e-discovery professional. In this session you will learn how to take advantage of new technologies and paradigms to address these challenges head on and get to the facts of the matter more quickly, inexpensively and defensibly
    Speakers:
    2:40 PM  -  3:00 PM
    Afternoon Break
    6th Floor - Pre-Function Area
    3:00 PM  -  3:30 PM
    Managing Organizational Change for E-Discovery Efficiency
    Culture & Fashion
    Change is inevitable. Whether it's a merger/acquisition or internal project (ie aligning legal processes between subsidiaries), these types of organizational changes come with a variety of challenges but offer opportunities for tremendous benefits. In this session, learn from two legal leaders on how they have managed these types of organizational changes, the benefits they incurred and the effects the changes had on their e-discovery processes.
    3:40 PM  -  4:10 PM
    More Than Protecting Against Spoliation
    Culture & Fashion
    Exterro Employee Change Monitor grew out of the need to protect against spoliation when employees transferred or terminated. But the elegant simplicity of it's rules-based approach has resulted in clients using it in ways the original architects never envisioned. In this session we'll share numerous ways you can reduce organizational risk and leverage your investment.
    4:20 PM  -  5:00 PM
    Bridging the E-Discovery Gap Between In-House & Law Firm Teams
    Culture & Fashion
    Effectively executing litigation is not dependent on just in-house teams but also applies to law firms. Sometimes these two teams collaborate seamlessly, but often there are difficulties. These trouble spots may arise from organizational structures, lines of reporting, and competing priorities, but more likely, they come from a lack of understanding the others e-discovery challenges and processes.Attend this session and learn:- How to streamline e-discovery processes between internal and external teams- How law firms can help ease the internal e-discovery burden their clients face- Where common miscommunication points occur and how to fix them
    6:00 PM  -  9:00 PM
    Client Recognition Dinner  (DINNER1)
    Portland Art Museum - Sunken Ballroom

    At the client recognition dinner, the Exterro Client Success and Executive teams will hand the annual Exterro Client Awards. Join us for a celebratory dinner as we recognize Exterro clients doing extraordinary things!

     Optional 
  • Wednesday, September 11, 2019
  •  
    8:00 AM  -  9:00 AM
    Breakfast  (BREAKFAST2)
    6th Floor - Pre-Function Area
     

    Conference

    9:00 AM  -  10:00 AM
    Keynote - Automation and the Future of Work
    Culture & Fashion
    Attendees will learn how powerful technology including artificial intelligence, Blockchain, sensors, robotics, and augmented reality will combine to remake every workplace. No industry or business will be immune. In this fast-moving talk, futurist Steve Brown will explore the next wave of digital technology, how it will reshape industries and the future of work, and the legal and privacy implications of the coming transformation.
    Speakers:
     
    10:10 AM  -  10:40 AM
    Optimizing Your Data Subject Access Request Process
    Culture & Fashion
    Effectively responding to Data Subject Access Requests (DSAR) as required by regulations like the GDPR or the CCPA can be challenging due to ever growing amounts and sources of data and the sheer volume of requests. This session will provide best practices for deploying a Subject Access Request solution and tailoring workflows to meet your compliance requirements
    Speakers:
    10:40 AM  -  11:00 AM
    Morning Break
    6th Floor - Pre-Function Area
    11:00 AM  -  12:00 PM
    Judicial Advice for Improving Your E-Discovery Practices
    Culture & Fashion
    With over 250 federal judges participating, nearly 25% of the federal judiciary, this year's federal judges survey sheds deeper insight on the bench's thoughts on e-discovery practices.Attend this session and hear from three active federal judges on how they interpret these results, including:- Best practices for maintaining e-discovery defensibility without sacrificing efficiency- The most common areas where e-discovery mistakes are made- Why you should have higher expectations for outside counsel regarding e-discovery expertise
    12:00 PM  -  1:00 PM
    Lunch Break
    6th Floor - Pre-Function Area
    1:00 PM  -  2:00 PM
    Office 365 & E-Discovery
    Culture & Fashion
    As Microsoft adds e-discovery capabilities to some versions of Microsoft Office 365, organizations must evaluate whether those features are sufficient to meet their needs. This session will review the capabilities available in Office 365 and provide tools to help your organization determine if there are gaps that need to be filled and solutions and practices to ensure a robust and defensible process.
    2:10 PM  -  2:40 PM
    Improve Operational Efficiencies Through Effective Project Management
    Culture & Fashion
    While everyone understands that process orchestration and automation can improve operational maturity and effectiveness, many law departments are just starting to apply workflow to their efforts. This session will focus on the key tenets of legal project management. Exterro experts will provide insight on how to plan and manage legal projects including how technology can help.
    2:40 PM  -  3:00 PM
    Afternoon Break
    6th Floor - Pre-Function Area
    3:00 PM  -  3:30 PM
    Best Practices: Legal Hold
    Culture & Fashion
    In this quick-fire session Exterro product experts will share best practices and lesser known ways to optimize your use of Exterro Legal Hold. We guarantee you'll walk away with at least one new idea!
    Speakers:
    3:40 PM  -  4:40 PM
    Data Minimization: The Holy Grail of Mitigating E-Discovery & Data Privacy Risks
    Culture & Fashion
    Over-retention of data is a an E-Discovery and Privacy risk. By implementing a defensible data minimization strategies across your organization you can significantly reduce your costs and risks. Data you don't have can't be breached and you don't have to produce it during litigation or for data access requests. Through this session you will get a better understanding of how to best implement data minimization strategies that protect your company's data and your organization.
    6:00 PM  -  9:00 PM
    Closing Dinner & Party  (DINNER2)
    Portland Food Hall
    Join Exterro staff and inFusion ’19 attendees as we close out the conference with a celebratory dinner and party. This is a great opportunity to kick back after 3 days of learning and see a different side of Portland.
     Optional 
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