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

Agenda

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  • 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)
    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.

     Optional 
    9:15 AM  -  4:45 PM
    Exterro E-Discovery Data Management 101
    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
    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.
     Optional 
    9:15 AM  -  4:45 PM
    Exterro Legal Hold 101
    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
    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
    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
    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 
    1:30 PM  -  4:45 PM
    Exterro Discovery
    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.

     Optional 
    6:00 PM  -  9:00 PM
    Opening Reception  (OPENING)
    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
  •  
    8:00 AM  -  9:00 AM
    Registration & Breakfast  (BREAKFAST2)
     

    Conference

    9:00 AM  -  5:00 PM
    Conference Day 1  (CONF1)
     
    6:00 PM  -  9:00 PM
    Client Recognition Dinner  (DINNER1)

    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)
     

    Conference

    9:00 AM  -  5:00 PM
    Conference Day 2  (CONF2)
     
    6:00 PM  -  9:00 PM
    Closing Dinner & Party  (DINNER2)
    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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