Summit Speakers

Patrick Radden Keefe is a staff writer at The New Yorker and the author of the New York Times bestsellers Rogues: True Stories of Grifters, Killers, Rebels and Crooks, Empire of Pain (a finalist for the National Book Critics Circle Award for Nonfiction), and Say Nothing: A True Story of Murder and Memory in Northern Ireland. Say Nothing received the National Book Critics Circle Award for Nonfiction, was selected as one of the ten best books of 2019 by The New York Times Book Review, The Washington Post, Chicago Tribune and The Wall
Street Journal, and was named one of the top ten nonfiction books of the decade
by Entertainment Weekly. His previous books are The Snakehead and Chatter. His work has been recognized with a Guggenheim Fellowship, the National Magazine Award for Feature Writing and the Orwell Prize for Political Writing. He is also the creator and host of the eight-part podcast Wind of Change.

AJ Shankar is founder & CEO of Everlaw, an AI-powered cloud-based software for litigation and investigations that helps legal teams chart a straighter path to the truth. Before founding Everlaw, AJ graduated from Harvard with an A.B. in Mathematics and Computer Science and received his Ph.D. in Computer Science from the University of California, Berkeley.

Kevin Roose is an award-winning technology columnist for The New York Times and the bestselling author of three books, Futureproof, Young Money, and The Unlikely Disciple. His column, “The Shift”, examines the intersection of tech, business, and culture.

Kevin is a recurring guest on The Daily and appears regularly on leading TV and radio shows. He writes and speaks frequently on topics including automation and artificial intelligence, social media, disinformation and cybersecurity, and digital wellness.

Shana is the Chief Legal Officer at Everlaw, leading a team responsible for a broad range of legal, commercial, privacy, regulatory, and governance, risk and compliance matters. She draws on her years of experience supporting Google Cloud’s high-growth enterprise to enable Everlaw’s growth and scale while mitigating legal risk. She is a results-oriented, collaborative and versatile executive and attorney with experience developing and growing highly-functioning diverse teams at the intersection of law, business and technology.

As Associate County Counselor and Administrative Law Manager for St. Louis County, Jennifer is responsible for managing the county government’s labor and employment team, including union negotiations, progressive discipline and EEOC complaints, legal opinions, document and case management system, ediscovery system and processes, records retention, and support staff.

Stephanie Biehl has dedicated her career to advocacy on behalf of communities and individuals taking on prodigious and powerful adversaries in complex, high-stakes litigation. She has a variety of experience prosecuting cases from investigation through trial and appeals and has been named a Super Lawyers Rising Star consistently throughout her practice.

Before joining Sher Edling, Stephanie was successful in obtaining multi-million-dollar recoveries through complex cases in the business, consumer, employment, securities, derivative, and class action fields. She and her teams were routinely appointed Lead Counsel and Class Counsel in a variety of state and federal cases.

Stephanie was a judicial extern for Senior District Judge Charles R. Breyer for the Northern District of California, and she graduated cum laude from UC Hastings College of the Law. While at Hastings, she earned her concentration in Civil Litigation and Alternative Dispute Resolution, was an award-winning member of the nationally-renowned Hastings Trial Team, and was the Executive Notes Editor of the Hastings Business Law Journal.

Prior to law school, Stephanie attended Notre Dame de Namur University (NDNU) where she received her B.S in Business Administration and her B.A. in Spanish Studies. She graduated summa cum laude, as the valedictorian of her class. Stephanie also had the honor of being the Undergraduate Commencement Speaker and receiving the highest leadership and excellence awards from her academic schools, the Cross Country team, multiple student life groups, the NDNU Board of Trustees, and the City of Belmont.

Cynthia Rose Bryant is an innovator and visionary who strategizes with leaders and key stakeholders to overcome roadblocks towards improved business and human relations. As a Black woman and blind person who was once sighted, she is keenly aware of the crucial role sensory mindfulness plays in emotional intelligence and inclusivity and carries these principles forward in her training, coaching and speeches to connect people. Today, Cynthia counsels and trains people and organizations on mediation methodologies, the art of practicing empathy, and how to more fully engage and innovate through broader sensory awareness.

Chair of the Seeing Eye Inc.’s Board of Trustees, Cynthia is passionate about and committed to the school’s mission to enhance the independence, dignity, and self-confidence of blind people through the use of Seeing Eye® dogs. As a graduate of the school’s program partnered with her third guide dog, she lives this critical mission. In her continued commitment to blind employment, Cynthia also serves on the board of directors for National Industries for the Blind focusing on ethics, audits and performance management.

Highlights of her 25+ legal career include serving as Special Counsel for Alternative Dispute Resolution with the Federal Communications Commission’s Office of Workplace Diversity and program management for President Clinton’s presidential task force ensuring employment for people with disabilities. Other FCC career accomplishments include handling foreign ownership licenses and telecom mergers, investigating/adjudicating anti-fraud and anti-competitive carrier behavior impacting consumers, and tackling telecom barriers affecting Tribal communities through directed outreach and regulatory initiatives.

Herman Brown is an experienced CIO with a demonstrated history of working in the private sector and government administration industry, who pairs a strong operations background with professional skills in project management, digital strategy, management, cloud services, team buildering, customer service, and IT services.

Sol Brody is passionate about solving complex, business critical challenges through discipline, compassion, shared values, and applying program management best practices. As Executive Director, Legal Operations at Boeing, he works to improve the day-to-day efficiency and effectiveness of the Law and Global Compliance team and facilitate change. In his role, Sol is responsible for driving the implementation and use of proper systems, processes, and tools to deliver legal services in the most efficient and cost-effective manner, including supporting both internal and external resource management.

Before joining Boeing, Sol served as Vice President, Legal Operations at Raytheon Technologies and Director, Export and International Compliance at BAE Systems, the global defense, security and aerospace company.

Elissa A. Buchanan’s legal expertise focuses on antitrust, class actions, intellectual property, corporate securities, and shareholder litigation. She manages a team of document reviewers tasked with analyzing and organizing extensive ediscovery. She also plays an active role in deposition and trial preparation, as well as fact (evidence) research and case development. Always focused on providing positive outcomes for her clients, she takes pride in conducting litigation efforts that reliably achieve that goal in a timely, cost-effective manner.

Elissa works primarily on antitrust drug cases involving pay-for-delay, PBM (pharmacy benefit management or manager) kickbacks, and generic drug company collusion. Also, of recent significance, she has presided in intense discovery efforts in Varsity All Star and Scholastic Cheer Market Price-Fixing Litigation, both in helping bring the case to the firm and coordinating the completion of over 75 depositions in a six-month span.

Elissa has taken the lead role in forming the firm’s “Green Team,” a group of employees who have organized personnel and implemented policy changes to ensure that the firm is environmentally responsible. They have successfully achieved the firm’s designation as a Certified Green Business by the San Francisco Green Business Program.

Prior to joining the firm, Elissa worked as a contract attorney on construction defect litigation and antitrust and personal injury class actions. During law school, she interned at California Lawyers for the Arts, where she worked with clients to find solutions to copyright and trademark issues. She also was a technical editor for the Journal of Law and Social Justice and volunteered for Law in Motion, a program that provides opportunities for the law school community to reflect on issues of social justice and access to equal justice through various activities and events.

Jay partners with clients to manage their information, balance the risk it creates, and leverage it strategically in litigation to build a winning narrative and keep the case focused on the merits.

Faced with the legal, strategic, and operational challenges of information governance, clients rely on Jay for proactive counseling and response engagements in the areas of eDiscovery litigation, data retention and management, privacy matters, data security, internal investigations, and regulatory response. Jay combines hands-on technical skill, and business and litigation experience to craft innovative, practical solutions that balance the competing business demands, realities, and legal risks of creating, maintaining, and using information. A litigation partner at the Chicago office, Jay also serves as deputy chair of the eDiscovery & Information Governance practice group.

Chelsy Castro is principal and founder of Castro Jacobs Psychotherapy and Consulting, a firm specializing in lawyer well-being. A recognized expert in highachiever well-being, Chelsy has worked with tech companies, universities, international law firms, and numerous companies across the country. From thousand-person conferences to 20-person workshops, Chelsy equips her audiences with the knowledge and skills necessary for sustainably healthy success in a competitive world.

A graduate of the University of Chicago and American University Washington College of Law, Chelsy practiced law as a multilingual attorney in the field of international regulatory compliance before transitioning into the clinical and consulting fields. An attorney turned psychotherapist and performance coach, she now counsels individuals, teams, and the organizations they work for on how to achieve their goals in healthy and productive ways. Chelsy’s publications and trainings focus on science-based skills and strategies for improving performance and increasing well-being in high-pressure professions.

She has been featured by the American Bar Association, Telemundo, and several legal industry publications and podcasts. She is a renowned speaker, author of the book 50 Lessons for Happy Lawyers, and creator of the Healthy High-Achiever e-learning suite.

Jonathan H. Choi is a professor of law at USC Gould School of Law. He specializes in law and artificial intelligence (applying natural language processing to study legal issues), tax law and statutory interpretation. His work has appeared in the New York University Law Review, the Stanford Law Review, the Yale Journal on Regulation and the Yale Law Journal, among others. He previously taught at the University of Minnesota Law School, where he was a McKnight Land-Grant Professor.

Choi graduated summa cum laude from Dartmouth College, with a triple major in computer science, economics and philosophy and earned high honors for his computer science thesis. He earned a JD at the Yale Law School, where he was the executive bluebook editor of the Yale Law Journal and a founding co-director of the Yale Journal on Regulation Online. Before entering academia, he practiced tax law at Wachtell, Lipton, Rosen & Katz in New York.

For the past 30+ years, Steve Davis has performed and supervised hundreds of investigations on behalf of governmental agencies, corporations and law firms involving civil and criminal matters. Steve is a Licensed Private Investigator in the State of Texas and the Private Security Company Manager for Purpose Legal. Steve has been with Purpose Legal (and its predecessor company Digital Discovery) for the past 16 years. He has testified on behalf of his clients on over 50 occasions relating to investigative findings on both causation and damages.

Krista has ten years of paralegal experience in all phases of civil litigation and corporate law. She’s been at Western Digital for more than six years. Before that, she also held paralegal roles at the Utah State Bar and Julander Brown Bollard, LLP.

Kathy Enstrom is the Director of Investigations for the Moore Tax Law Group and a former Executive within Internal Revenue Service Criminal Investigation (IRS CI). Having spent nearly 28 years in federal law enforcement, Ms. Enstrom has expertise in financial crimes, specifically income and employment tax evasion, money laundering, bank secrecy act violations, government assistance fraud and bank fraud.

Ms. Enstrom brings over a quarter of a century’s experience investigating financial crimes. She will assist clients facing governmental investigations and civil matters involving all manner of alleged tax, financial and economic fraud.

Ms. Enstrom began her IRS career in 1995 as an intern with IRS CI in Cedar Rapids, Iowa, and the year following was sworn in as a Special Agent in Chicago, Illinois. She then moved throughout the organization in various investigative and management roles. These supervisory roles were located in Chicago, New York City, Washington DC, Los Angeles, Milwaukee, Cincinnati, and Ottawa, Canada.

Ms. Enstrom rose to an executive position within IRS CI and her last assignment was to serve as Executive Director of Field Operations-Northern Area, overseeing one-third of the United States which included offices headquartered in Chicago, Detroit, Cincinnati, Philadelphia, Newark, Boston and New York City. Previous to this assignment, she was the Executive Special Agent in Charge for the Chicago Field Office and the Executive Director for CI’s Operations, Policy and Support. There she oversaw all CI policy and Internal Revenue Manual updates and the Financial Crimes Section, National Forensic Lab, Special Investigative Techniques Section, Warrants & Forfeitures Section, Treasury Liaison, TEOAF Liaison and FinCEN Liaison.

Ms. Enstrom’s time in federal law enforcement concluded with her role as Chicago’s Special Agent in Charge of Federal Deposit Insurance Corporation, Office of Inspector General from July 2021 to March 2023. In this role, she conducted investigations involving bank fraud and oversaw agents covering six states in the Midwest which included Illinois, Wisconsin, Indiana, Michigan, Ohio and Kentucky.

Icee focuses on anti-competition litigation. A graduate of Temple University Beasley School of Law in Philadelphia, Pennsylvania, she is admitted to practice in both Pennsylvania and New Jersey.

Lisa leads the E-Discovery Solutions team at Hanson, Bridgett, an AmLaw 200 California-born firm with more than 200 attorneys. She is a legal executive and passionate technologist always looking to innovate and collaborate with case teams and clients to optimize people, process and technology. Her prior experience includes roles as a litigation support manager, senior project manager and workflow consultant. Lisa is a Certified E-Discovery Specialist.

Erika handles complex ediscovery matters. Before joining Girard Sharp, she worked at a large international law firm with a focus on class action and commercial litigation as well as regulatory investigations. She has negotiated and drafted numerous confidentiality agreements in the mergers and acquisitions setting.

Erika is fluent in Spanish and previously served as a volunteer advocate in Ecuador for refugees from other Latin American countries.

With more than 25 years of legal training and corporate experience, Susie has advised both public and private companies, worked with venture investors and Intel Capital, represented investment banks, worked opposite private equity firms, and structured licensing deals and asset acquisitions for and against NPEs. She serves as the trusted advisor to executives and boards on all matters of strategic importance.

Michi Goto is a Senior Manager of Litigation Support Technology and Operations at Winston & Strawn LLP. She entered the world of litigation support before people carried cell phones, and now she advises users on how to preserve and collect from them. Her 20+ years of hands-on litigation support experience includes roles as a data analyst, scanning operations manager, and project manager. Michi holds a Master of Computer Science, as well as certificates for Data Science and Advanced Python Programming from DePaul University in Chicago.

Paul W. Grimm is the David F. Levi Professor of the Practice of Law and Director of the Bolch Judicial Institute at Duke Law School. From December 2012 until his retirement in December 2022, he served as a district judge of the United States District Court for the District of Maryland, with chambers in Greenbelt, Maryland. From 1997 to 2012, he was a magistrate judge in the same court, serving as chief magistrate judge from 2006 through 2012. He is an elected member of the American Law Institute and has served as an adjunct professor of law at the University of Baltimore School of Law and the University of Maryland Carey School of Law, where he taught courses on evidence and discovery.

He also has written extensively and taught courses for lawyers and judges in the United States and around the world on topics relating to e-discovery, technology and law, and evidence. Judge Grimm served on the Advisory Committee for the Federal Rules of Civil Procedure from 2009 to 2015 and chaired its discovery subcommittee, which crafted, in part, the 2015 amendments to the Federal Rules of Civil Procedure.

He graduated with an A.B. (with highest honors) from the University of California–Davis in 1973. He received his J.D., magna cum laude and Order of the Coif, from the University of New Mexico in 1976, and an LL.M. (Master of Judicial Studies) from Duke University in 2016. Judge Grimm served both on active duty and in the Army Reserve as a Judge Advocate General’s Corps officer and retired in the rank of lieutenant colonel.

Maura R. Grossman is a Research Professor in the School of Computer Science at the University of Waterloo, an Adjunct Professor at Osgoode Hall Law School, and an affiliate faculty member of the Vector Institute, all in Ontario, Canada, as well as an ediscovery attorney and consultant in Buffalo, New York. Previously, she was of counsel at Wachtell, Lipton, Rosen & Katz, where for 17 years, she represented Fortune 100 companies and major financial institutions in civil litigation and white collar criminal and regulatory investigations, and advised the firm’s lawyers and clients on legal, technical, and strategic issues involving ediscovery and information governance, both domestically and abroad.

Maura is a well-known and influential ediscovery expert. She was described in Who’s Who Litigation E-Discovery Analysis as “‘sensational’ according to her peers and . . . a ‘go-to’ in the area,” and by Chambers & Partners USA Litigation: E-Discovery as “the best-known person in the area of technology-assisted review; a superstar among superstars.” Maura’s scholarly work on TAR, most notably, Technology-Assisted Review in E-Discovery Can Be More Effective and More Efficient Than Exhaustive Manual Review, published in the Richmond Journal of Law & Technology in 2011, has been widely cited in case law, both in the U.S. and abroad. Her longstanding contributions to ediscovery technology and process were featured in the February 2016 issue of The American Lawyer and in the September 2016 ABA Journal – where she was recognized as a 2016 Legal Rebel. In 2017, Maura was one of 10 additions to the ABA’s list of Women in Legal Tech; was named to the Fastcase50 list, which honors “the year’s smartest, most courageous innovators, techies, visionaries, and leaders in the law”; and was honored by the Association of Certified E-Discovery Specialists (“ACEDS”), and Women in eDiscovery (‘WiE”) as one of the “women who have served as pioneers and innovators in ediscovery and legal technology.”

Maura has been a court-appointed special master, mediator, and expert to the court in many high-profile federal and state court cases. She has provided ediscovery training to federal and state court judges, by invitation of the court, and has testified several times before the Advisory Committees on the Federal Rules of Civil Procedure and the Evidence Rules. Maura has also taught more than a dozen courses on ediscovery at Columbia, Georgetown, Pace, and Rutgers–Newark law schools, and has been a guest lecturer at many more.
Maura was a member of the Steering Committee of The Sedona Conference Working Group 1 on Best Practices for Electronic Document Retention and Production from 2012 through 2018, and also served as a member of the Steering Committee of the Seventh Circuit Council on Electronic Discovery and Digital Information. She has been involved in the National Institute of Standards and Technology’s Text Retrieval Conference (“TREC”) since 2008; in 2010 and 2011, as coordinator of the Legal Track, and in 2015 and 2016, as coordinator of the Total Recall Track. Maura presently serves on the Advisory Boards of the Electronic Discovery Reference Model (“EDRM”), ACEDS, and the Merlin Foundation, as well as the Georgetown Advanced eDiscovery Institute and Arizona State University-Arkfeld eDiscovery and Digital Evidence Conference.

Maura graduated with an A.B., magna cum laude, from Brown University. She earned M.A. and Ph.D. degrees in Psychology from the Derner Institute of Advanced Psychological Studies at Adelphi University, and a J.D., magna cum laude, Order of the Coif, from the Georgetown University Law Center. While at Georgetown, Maura served as Executive Notes and Comments Editor of the Georgetown Law Journal.

Matthew Haag, an accomplished Public Records Officer with a strong background in banking and state government, holds an ABA approved Paralegal Certification from North Hennepin Community College and a Bachelor’s Degree in Business Administration from Southwest Minnesota State University. Currently serving as a Paralegal at the Washington Attorney General’s Office, he excels in litigation coordination and record retention. Matthew’s experience at U.S. Bank involved evaluating, researching, and responding to subpoenas and search warrants, emphasizing compliance and confidentiality. With a diverse legal and financial background, Matthew offers valuable insights into corporate investigations.

Donna is currently Vice President, Associate General Counsel, with global responsibility for supporting IBM’s cloud business. Donna is also a Founding Board Member of IBM’s AI Ethics Board, and she led IBM’s Global Pro Bono Program for three years. From 2011 to 2014, Donna worked in Dubai on international assignment as Senior Regional Counsel, IBM Middle East, North and West Africa.

Donna has over 25 years of experience in advising her senior business clients on various legal issues as well as more than 25 years of non-profit board service in a variety of leadership, advisory and committee roles. Donna has been involved in AI legal matters since the inception of IBM’s Watson AI business unit in 2014.

Donna is a speaker on AI, AI Ethics, AI and the Law and the intersection of STEM and the Law. Donna holds a JD from Northwestern Pritzker School of Law.

David Hart is a national leader on health fraud issues. As Assistant Attorney-in-Charge of the Health Fraud Unit/Consumer Protection Section, David Hart has been intimately involved in all phases of Oregon’s opioid investigation, litigation, settlement and post-settlement matters.

Alicia Hawley was most recently a Senior Discovery Attorney in Orrick’s Chambers-recognized Ediscovery & Information Governance practice. An experienced litigator, Certified Ediscovery Specialist and award-winning innovator, Alicia has nearly two decades of experience focusing on both routine and complex ediscovery issues, best practices, case and narrative development, and fact investigations. Alicia blends her legal, technical and management prowess to provide clients with the most effective and efficient discovery and investigative solutions and advice.

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;
• Navigating ever-evolving data sources and communication tools;
• Negotiating ESI protocols and discovery parameters;
• Leveraging technology to identify and analyze key documents, maximize efficiency, lower costs, and create thoughtful narratives that support critical legal strategy.

Alicia recently argued and won a progressive decision regarding the use of Technology Assisted Review in City of Chicago v. Livingston et al. She is on the drafting team for the Sedona Conference WG1 TAR Primer, the Sedona Conference WG6 “Lifting Legal Holds” Brainstorming Group Leader, and a frequent panelist and industry thought leader regarding Technology Assisted Review, Artificial Intelligence, ediscovery case law, the nuts and bolts of ediscovery, and leveraging advances in technology in ediscovery practice.

A seasoned litigator and white collar criminal defense attorney, Alicia offers a unique perspective to clients on the practical implications of ediscovery process and procedures. She has represented Fortune 500 companies, banks, broker-dealers, C-suite executives, and financial institutions in investigations and prosecutions by the U.S. Securities and Exchange Commission, the Department of Justice, the Illinois Inspector General, and the Attorney General. She also has experience with Financial Industry Regularly Authority (“FINRA”) arbitrations, commercial civil disputes, and patent, trademark, and trade secret litigation.

In addition to her practice, Alicia has lectured extensively on the topics of trial advocacy, the Federal Rules of Evidence, and public speaking and has held adjunct faculty positions at Northwestern University School of Law, Northwestern University, and Elmhurst University.

Alicia dedicates a notable portion of her practice to pro bono matters, most recently featured on a July 2021 episode of Dateline NBC. Her pro bono experience includes a state post-conviction and federal habeas corpus petition alleging illegal search and seizure and judicial bias, an executive clemency petition, numerous successful asylum petitions for individuals fleeing persecution in their home countries and representation of victims of domestic violence seeking Orders of Protection.

Curtis assists and serves as project manager for case teams and clients with all phases of discovery, including discovery requests, preservation, collection, review, discovery depositions, and motions practice.

Curtis has been seconded for long-term eDiscovery engagements at national and international clients to work directly with internal client IT teams and outside counsel on discovery issues. He has extensive experience with preserving and collecting structured data from client cloud and on-premise applications, including meeting and conferring with opposing parties on structured data concerns.

Curtis also manages international discovery projects and has spent time in Southeast Asia educating clients unfamiliar with U.S. litigation on discovery requirements and supervising preservation and collections. Curtis works with case teams and clients to retain and manage outside eDiscovery vendors to efficiently handle and protect client data. Curtis also advises clients on preparing for future litigation, creating internal policies and procedures to ensure effective and cost-efficient eDiscovery processes. He also has experience in records management, including the creation of record-retention schedules.

Curtis has experience in insurance, mass tort, employment, securities, and class action litigation and assisted with employment and IP related internal investigations. Curtis works with Fortune 100 companies, energy providers, major financial institutions, and software and hardware developers.

Prior to joining Orrick, Curtis was an associate with a Pittsburgh law firm where his practice focused on civil litigation and counseling.

Dawne is part of the Litigation Information Management Office team, which works hand in hand with the firm’s ediscovery attorneys to provide comprehensive, innovative means to their needs. Dawne offers consultations promoting best practices on all aspects of the Electronic Discovery Reference Model—from discovery collection through production. She provides valuable insight into the qualitative analysis and other case metrics that can be used in future cases.

For more than 20 years, Dawne has assisted clients with managing complex litigations. She works with all aspects of litigation and through all phases—preplanning, collections, discovery, and trial or arbitration. Dawne is always eager to jump in and lend a hand to provide exceptional service as a resource to her clients and colleagues, ensuring that her team has the tools necessary to be successful.

Sean Hert supports the work of the Ohio Attorney General’s office through litigation technology assistance and advice regarding technical aspects of litigation and ediscovery, with a focus on complex litigation and plaintiff discovery.

Scott works jointly with various groups within the Epiq organization including sales, client services and operations to define requirements and guide client projects to the most efficient technology and workflow solutions. He has more than 20 years’ experience in the ediscovery industry including roles in client services, product development and consulting. Throughout his tenure at Epiq he has worked with several Fortune 500 corporations and many of the law firms listed in the Am Law 100 both in the management of litigation matters and also with various research and development projects aimed at reducing cost, risk and complexity of ediscovery for those organizations. Scott has also worked extensively with most of Epiq’s insurance carrier clients building systematic programs for them in order to help manage ediscovery issues related to claims and direct matters.

Scott received his bachelor’s degree with a focus on Computer Information Systems from Bryant University. Scott won Epiq’s Solution Architect of the Year award for 2011, 2012 and 2013 and went on to become director of the Solution Architect team in 2016.

As Sr. Litigation & Audit Manager at Intact Insurance, Bryn oversees litigation management, law firm KPIs, litigation quality control, ediscovery, and more. For the past 14+ years, he has been been a multi-area manager, overseeing legal bill review and cost control metrics, contract negotiation, rate setting, subrogation recovery, law firm panel management, inter-company arbitration and expense and recovery analytics. Bryn has managed coverage and defense litigation through building BI analytics tools and making recommendations regarding quality of legal work in regard to claim resolution strategy.

Gina Jurva, a seasoned senior content executive, brings over 16 years of legal and risk management expertise. As a former Deputy District Attorney and criminal defense attorney, her diverse litigation skills emphasize her unwavering commitment to justice.

Currently serving as a content strategy consultant to technology and legal firms, Gina’s legal acumen extends to shaping content strategies for innovation and sector growth.

Gina’s legal skills, coupled with her expertise in financial crimes investigation, research, reporting, and public speaking, underscore her capacity to drive revenue growth through captivating and innovative content.

In pivotal roles at Thomson Reuters, she’s managed global content aligned with Corporate Legal, Risk, and Government priorities, fueling online readership growth.

Gina’s influence extends across webinars, podcasts, events, and diversity initiatives. With a background ranging from courtroom litigation to thought leadership, her focus on legal excellence and strategic content creation continues to drive insights across sectors.

Daniel Kaufman brings nearly 25 years of experience with the Federal Trade Commission’s Bureau of Consumer Protection, recently leading the 450-person Bureau as Acting Director, where he oversaw all consumer protection matters, including investigations and cases involving privacy, data security, advertising, influencers, endorsers and other marketing practices. As Deputy Director of the Bureau for most of the past ten years, Daniel has been involved in virtually every high-profile consumer protection and privacy case brought by the FTC in the past decade, including matters involving some of the largest technology and consumer products companies and matters involving newer start-ups and innovators. A preeminent thought leader and subject matter expert in advertising and data privacy issues, he is a frequent speaker on consumer protection matters and can provide context for the challenges our clients face regarding privacy and consumer advertising. He has unique insights into what is in store for the industry as the FTC changes direction with new leadership, new priorities, the use of different legal authorities and collaborations with state and federal partners.

Samantha Kepler has more than 15 years of ediscovery experience with a focus on complex litigation for various practice groups, including patent, commercial, product liability, and construction. Sam began her career as a project assistant on the East Coast at an international law firm. During her career, Sam has been an integral member of case teams as an analyst and project manager at three law firms, including Perkins Coie, which she joined in 2015. Since joining, Sam has successfully worked on both transactional and multiyear projects for multinational corporate clients.

In her role as senior discovery consultant, Sam brings a breadth of knowledge and skill around litigation readiness in her consultation with attorneys and clients. She advises on ways to defensibly improve organizational efficiencies that enhance data review and production while implementing cost-saving measures. Sam ensures that matter requirements are met through the project lifecycle, frequently advising case teams on structured and unstructured data sources, collection, early case assessment, and production workflows, while leveraging machine learning and analytics. Sam vets and recommends new and complex technology solutions to help build out advanced workflows to address the ever-changing structure and treatment of data as it relates to discovery. As part of the Ediscovery Services & Strategy (ESS) practice leadership team, Sam also contributes to the development and implementation of initiatives supporting the group’s strategic plan.

Eric serves as the liaison between the legal and technology teams at the Minnesota Attorney General’s Office. He uses his specialized knowledge and experience to create technology-based solutions for complex problems. He helps develop case strategy related to the collection, review, and production of information. In the courtroom, he helps his colleagues communicate their theory of the case through exhibits and other visuals.

Prior to the AGO, Eric worked for a boutique digital forensics firm specializing in the investigation of trade secret theft. He has served as both a testifying and consulting expert witness.

Joshua Korr is an experienced attorney, well-practiced in litigating a broad range of business disputes in California state and federal courts, and in arbitrations with JAMS and AAA.

Josh has litigated hotly-contested cases connected to evolving technologies such as DNA sequencing, cryptocurrency, IoT, biometric sensors, ride-sharing, and artificial intelligence. Josh is often charged with organizing and translating complex subject matter into the pleadings and motions that form the foundation of litigation advocacy. Josh also plays a key role in helping the firm maintain efficient litigation budgets and devise creative alternate fee arrangements that meet client goals.

Josh’s areas of expertise include securities litigation, general business disputes, internal and government investigations, trade secrets, high-net-worth family law and Marvin actions, and appellate litigation

Josh graduated in the top of his law school class at the University of California, Hastings College of the Law and then clerked at the Supreme Court of Hawai’i and the Ninth Circuit Court of Appeals. Following his clerkships, Josh joined Morrison & Forrester, a Bay-Area-based international firm, where he specialized in securities litigation and white-collar defense.

Prior to becoming a lawyer, Josh was a professional musician who toured with notable world musicians all over North America. He continues to compose and perform in the Bay Area and spends his leisure time enjoying the beauty of Marin County, California, with his wife and young son.

Marisa Lagos is a correspondent for KQED’s California Politics and Government Desk and co-hosts a weekly show and podcast, Political Breakdown. At KQED, Lagos conducts reporting, analysis and investigations into state, local and national politics for radio, TV and online. Every week, she and cohost Scott Shafer sit down with political insiders on Political Breakdown, where they offer a peek into lives and personalities of those driving politics in California and beyond. Previously, she worked for nine years at the San Francisco Chronicle covering San Francisco City Hall and state politics; and at the San Francisco Examiner and Los Angeles Times. She has won awards for her work investigating the 2017 wildfires and her ongoing coverage of criminal justice issues in California. She lives in San Francisco with her two sons and husband.

Randall Lehner is a trusted advisor and legal counsel for corporations, directors, executive officers, and senior management.

As Deputy General Counsel at Guaranteed Rate he leads a team of nine people who handle risk management, commercial and dispute resolution matters for one of the largest retail mortgage originators in the country, with more than 8,000 employees operating in all fifty states. He is responsible for providing strategic direction on and active involvement with a broad range of issues including contract drafting and negotiations, advertising and competition, joint ventures, labor and employment counseling, regulatory investigations, consumer lending, and insurance coverage.

Luke Liss is the Pro Bono Partner of Wilson Sonsini Goodrich & Rosati. He manages the firm’s global pro bono efforts, including serving as the primary contact for client requests for pro bono partnerships and developing collaborative relationships with nonprofit service providers. Luke also leads pro bono litigation and immigration teams.

Under Luke’s leadership, the firm’s pro bono program has received the following recent recognition:

• Luke was one of 10 attorneys nationwide shortlisted for Pro Bono Lawyer of the Year by Chambers USA in 2023.
• The firm was recognized with the Beacon of Justice Award from the National Legal Aid & Defender Association in 2023 for work advancing gender equity and the LGBTQ+ community.
• The firm received the American Bar Association’s Pro Bono Publico Award in 2022.
• The firm was one of 15 honorees nationwide named to the inaugural class of Pro Bono Innovators by Bloomberg Law in 2022.
• The firm received the Center for Justice and Accountability’s Partner in Justice Award in 2022.
• Luke and the firm were recognized with the Keta Taylor Colby Award by the Lawyers’ Committee for Civil Rights of the San Francisco Bay Area in 2022 for outstanding representation to underrepresented members of communities, particularly communities of color.
• The firm was recognized with the Beacon of Justice Award from the National Legal Aid & Defender Association in 2021 and 2022 for work advancing racial equity.
• The firm was recognized with a “Hero Award” for work with the Midwest Innocence Project in 2021.
• The firm received the Iranian Bar Association’s National Pro Bono Award in 2021.
• The firm was named Pro Bono Law Firm of the Year by the AIDS Legal Referral Panel in 2020.
• The firm was named the La Mancha Pro Bono Law Firm of the Year by Casa Cornelia Law Center in 2019.

Luke has also played a key leadership role in recent successful high-profile pro bono litigation, including a trial win on behalf of one of the largest classes of Medicare patients in history in 2020 (Alexander v. Cochran, No. 3:11-cv-1703 (D. Conn), recently affirmed by a Second Circuit panel), and a historic win on summary judgment against a former Colombian paramilitary warlord on behalf of family members of a murdered community activist in 2021 (Jaramillo v. Naranjo, No. 1:10-cv-21951 (S.D. Fla.)).

Luke currently serves as a member of the firm’s Hiring Committee, Recruiting Committee, Community Service Committee, and Pro Bono Committee. He is particularly active in firm diversity initiatives, mentoring inside and outside the firm, and is also a leader of the firm’s Black Affinity Group. Luke is based in the Palo Alto office.

Irene Liu is an Executive in Residence at UC Berkeley, School of Law and the founder and CEO of Hypergrowth GC, an advisory that empowers GCs and executives for hypergrowth.

She is also a regular speaker on topics ranging from government engagement strategies to M&A, privacy, and AI.

Before going in-house, Irene worked at the U.S. Department of Justice, Antitrust Division, and the Federal Trade Commission in the Bureau of Consumer Protection. She gained extensive international policy, privacy, and compliance experience while overseeing BlackBerry’s global law enforcement compliance team and at Lookout, an enterprise mobile security company.

Irene was the Chief Financial and Legal Officer of Hopin, a leading community engagement platform, where she managed legal, finance, policy, and trust & safety teams. She was also the General Counsel of Checkr, a provider of modern background checks. At Checkr, she managed legal, compliance, policy, finance, and customer education teams.

Irene has received recognition as General Counsel of the Year by Corporate Counsel, Top 50 Women Lawyer at the National Diversity and Leadership Conference, and In-house Leader by L.A. Times. She has spoken at academic institutions, government hearings, and leading industry conferences, including Fortune’s Most Powerful Women Next Gen Conference, the Federal Reserve, and a Federal Trade Commission public hearing.

Irene received her J.D. from the University of California, Berkeley School of Law, and her B.A. from Mount Holyoke College.

As director of legal operations and administration for the office of the general counsel at the largest utility company in the nation, Juanita is responsible for ensuring efficient, effective operations throughout PG&E’s legal organization. In her role, she has led multi-year processes for integrated strategic planning, finance, talent management, systems administration and department operations. She oversees outside counsel management, the enterprise claims department, and other key initiatives, working closely with the enterprise lines of business to facilitate successful relations. Additionally, Juanita serves as a champion for diversity and inclusion throughout the company.

Dr. Megan Ma is a Fellow and the Assistant Director of the Stanford Program in Law, Science, and Technology and the Stanford Center for Legal Informatics (CodeX). Her research focuses on the translation of legal knowledge to code, considering its implications in contexts of human-machine interaction. She also teaches courses in computational law and insurance tech at the Law School.

Dr. Ma is also the Managing Editor of the MIT Computational Law Report and a Research Affiliate at Singapore Management University in their Centre for Computational Law. Megan received her PhD in Law at Sciences Po and was a lecturer there, having taught courses in Artificial Intelligence and Legal Reasoning, Legal Semantics, and Public Health Law and Policy. She has previously been a Visiting PhD at the University of Cambridge and Harvard Law School respectively.

Starting as a litigator at a national firm specializing in corporate litigation, Brandon later ventured into the eDiscovery industry where he established a legal solutions division that catered to large corporations and law firms. Under his leadership, the division offered document review and additional legal services. Brandon also played a key role in obtaining the International Standards Organization’s certification for their document review processes under ISO 9001:2008 protocols. He has directed organizations that managed ESI project management services and forensic collection activities.

Presently, Brandon oversees the data processing, analytics consulting, and project management groups, and applies his extensive industry knowledge to structure and manage these teams. His expertise has led to numerous speaking opportunities, where he shares valuable insights on topics ranging from advanced analytics in eDiscovery to proper analysis and review design. Brandon has a Bachelor of Science degree in Professional Accounting from Bob Jones University and a J.D. from the University of Michigan in Ann Arbor, where he is a member of the Michigan State Bar.

Steve has more than 20 years of legal and compliance experience in the financial services industry in the US and UK. As VP and Senior Legal Counsel at Nasdaq Private Market, Steve provides legal guidance and advice to the business on corporate, commercial, and securities matters.

Laura co-manages employment rights law firm Console Mattiacci Law, LLC, specializing in the representation of current, former, and potential employees concerning work-related matters. She is the lead trial counsel for many of the law firm’s most significant cases.

Christine Braken Moore is a paralegal at Clark Partington, a preeminent Gulf Coast regional law firm serving the comprehensive legal needs of individuals and businesses as lifelong trusted advisors and counsel. In this role, Christine works to support and consult with litigation teams and clients on ESI preservation, collection, review and production. She is responsible for facilitating best practices in managing client data and implement applications to support the litigation and discovery life cycles, as well as coordinating internal training. She is well versed in guiding attorneys and paralegals on ediscovery best practices and preparing technology for use at trial.

Brandon Moss joined Practical Law from Murphy, Hesse, Toomey & Lehane, LLP, where he was a partner. His practice focused on civil litigation, appellate practice, employment law, and public law. He also served as a judicial law clerk with the Atomic Safety & Licensing Board Panel of the U.S. Nuclear Regulatory Commission.

Finding the facts that can make or break a litigation is a responsibility that often falls to Paul Noonan, in-house ediscovery counsel for United Airlines. Paul manages legal matters around intellectual property, antitrust, class action, product liability, employment and real estate cases.

An ediscovery expert with years of experience in the space, having worked at Robert Half, General Motors and Sears before United, Paul recently sat down with Everlaw to share how the ediscovery profession has evolved during his career, from the early, “wild west” days of ediscovery to the increasingly sophisticated in-house operations proliferating in major corporations today.

Mary Shen O’Carroll is Ironclad’s Chief Community Officer. Previously, she was the Director of Legal Operations at Google, as well as the President of the Corporate Legal Operations Consortium (CLOC). In her early career, she served as the Profitability Manager for Orrick, Herrington & Sutcliffe LLP and was an investment banker and strategic management consultant. Mary is also a passionate leader pushing forward disruptive technology and processes designed to change the future of the legal industry.

Tom O’Connor, a nationally known consultant, speaker and writer in the area of computerized litigation support systems, is a New England native who graduated from The Johns Hopkins University in 1972 with a BA in Political Science. After attending law school for one year at The University of Notre Dame, Tom returned to Baltimore and undertook a career as a paralegal specializing in complex litigation. He later earned a J.D. at an evening law school program.

Tom’s consulting experience is primarily in complex litigation matters where he has worked with firms of all sizes, most recently the Plaintiffs in the BP litigation. He has also been appointed as a technical consultant by various federal and state courts on cases dealing with large amounts of electronic evidence.

Tom is a frequent lecturer on the subject of legal technology and is also a prolific writer, with numerous articles in legal publications and several books, most recently the self-published “EDiscovery for The Rest of Us”.

Tom resides down the Mississippi down in New Orleans as does his son Seamus, a technical guru who works for Joy Murao on Team PAR. They both still mourn the recent death of legal marketing maven Gayle O’Connor, a wonderful wife to Tom and loving mother to Seamus. They continue to dream of someday having their own float in a Mardi Gras parade.

Losing has never been an option for Tyler O’Halloran. His competitive drive has propelled him throughout his life, and it’s what makes him the lawyer his clients rely on when everything is on the line.

Tyler is a seasoned construction litigation lawyer with a diverse practice, representing design professionals, project owners, and contractors in highly complex, multiparty disputes. What ties all these very different clients together is Tyler’s love of (and exceptional skill at) the adversarial and intricate process of dispute resolution.

Whether the situation involves an informal disagreement, a multi-week arbitration, or a full jury trial and appeal, Tyler is a creative and relentless advocate who, in his own words, simultaneously hates to lose, yet loves efficiency. He is always seeking to short-circuit a protracted battle. And he’s always seeking to win it.

Although it has a competitive element, modern-day dispute resolution is almost never a zero-sum proposition. There’s frequently no clear winner or loser, and one can devote enormous amounts of time, money, and effort to a contentious proceeding with no guarantee of the outcome. Facing that omnipresent risk, exceptional organization and long-term planning are fundamental to good legal representation. This is particularly true of more complex disputes that require a construction litigation team to handle them efficiently. When there are many moving pieces, Tyler typically serves as the leader whose role is to keep the wheels turning, to keep the team communicating and working effectively, and to make real progress toward the strategic goal. When a client presents a complex problem, Tyler’s job is to break it down into its component parts and subparts, address each, and arrive at a resolution one part at a time.

In this context, his particular strength as a construction litigation lawyer is his mastery of technology, particularly with respect to eDiscovery. In document-intensive cases, Tyler focuses on the management of information as a competitive advantage and, ultimately, a resolution strategy. If there’s a way to shortcut a case through technology, Tyler will use it to his client’s advantage, both keeping costs down and developing more comprehensive strategies that incorporate the full scope of discoverable information. Where many lawyers tend to run away from technology, Tyler pursues and embraces it.

For these reasons, Tyler is an especially effective, innovative negotiator who leverages the advantages of technology, as well as his extensive experience to resolve disputes efficiently, on terms that ultimately benefit his clients. Should a trial or arbitration hearing be unavoidable, he’s an unrelenting force of a trial attorney who, from initial motion practice to verdict to appeal, represents his clients zealously and, typically, successfully.

In his spare time, Tyler is a UT sports fan, a busy father, and a connoisseur of live music of all kinds.

Ryan O’Leary is a Research Director in IDC’s Security and Trust research program covering Privacy and Legal Technology. In this role, Mr. O’Leary leverages his legal experience to provide perspective on changes in laws, shifting regulation, and other market forces that affect technology decision making today for both law firms and corporations. He also provides thought leadership that technology suppliers and technology buyers may use to develop effective strategy for the future. Mr. O’Leary’s core research coverage includes the evolution of eDiscovery and legal technology. As well as, the evolution of privacy compliance technology and impacts of new and emerging data privacy regulation.

Previously, Ryan was an ediscovery leader at General Electric’s ediscovery center of excellence managing complex tort litigation. He also led GE’s global launch of an AI enabled contract management software solution. Prior to GE, Mr. O’Leary operated a private practice law firm.

Broadus Pettiford has over 20 years of technology experience, largely in support of law firms. He is a lifelong learner who appreciates the value of diverse perspectives in solving technology problems. He also enjoys spending time developing, mentoring, and sponsoring aspiring technologists.

“Seyfarth is a place,” Steve says, “where people roll up their sleeves and find a better way to get things done.” Often, that quest for a better way veers off the beaten path. Steve is perfectly comfortable with that—and so is the organization he led for 15 years. Under Steve’s leadership, the firm pioneered the application of Lean Six Sigma in legal service delivery and the development of Seyfarth’s award-winning client service model.

As chair emeritus of Seyfarth, Steve serves as an advisor to the firm’s leadership and as an executive sponsor of strategic initiatives focused on innovation and growth. During his tenure as chair, he led the transformation of Seyfarth into an international law firm at the forefront of innovation, and oversaw the growth of the firm from nearly 500 lawyers to more than 850 lawyers around the globe.

Steve began his career with Seyfarth as an employment lawyer, with particular depth in trial work and in ERISA litigation. A member of the firm’s Executive Committee since 1998, Steve served as the chair of the Labor & Employment department from 1994 to 1998, as managing partner from 2001 to 2013, and as chair from 2001 to 2016.

Elizabeth Roper is a partner in Baker McKenzie’s North America Litigation and Global Dispute Resolution Practice. Before joining the firm, Liz served in the Manhattan District Attorney’s Office as a Bureau Chief for the Cybercrime and Identity Theft Bureau (CITB). In this role, Liz directed the investigation and prosecution of all types of cybercrime impacting Manhattan, including sophisticated cyber-enabled financial crime such as identity theft, payment card fraud, and money laundering; network intrusions, hacking, ransomware, and “middleman” attacks; intellectual property theft; “dark web” trafficking of contraband; and the theft and illicit use of cryptocurrencies. She has extensive government experience, including the U.S. Secret Service, NYPD, New York’s DFS, and private-sector partners, including financial institutions and electronic communications service providers.

Gabrielle entered private practice after serving as an associate at Genson & Gillespie. Ed Genson and Terry Gillespie were two of the best and most highly sought after criminal defense attorneys in Chicago. Having received masterful direction and mentoring from the criminal defense elite of Chicago, she has become highly proficient and experienced in her own right in maneuvering the complex legal arena of Federal and State Charges and civil defense.

Gabrielle was indoctrinated into the legal system by working on some of Chicago’s most high-profile cases in recent history including U.S. vs. Scalise, U.S. vs. Cellini, and U.S. vs. Sarno. The experience she gained in working these momentous cases has expanded her level of expertise to include many of the intricate areas of Federal and State cases including fraud, RICO, RICO conspiracy, money laundering, tax fraud, wire fraud, healthcare fraud, public corruption and drug conspiracies.

In addition, Gabrielle advises and counsels municipalities and defends civil rights cases against public entities.

Gabrielle received her Juris Doctor and was admitted to the Bar in the State of Illinois in 2006.

Gabrielle serves as a member of the ABA, Illinois, Seventh Circuit, and Chicago Bar Associations.

Michael Sarich is the Veterans Affairs (VA) Freedom of Information Act (FOIA) Director and the Co-Chair of the Chief FOIA Officer’s Technology Committee.
The VA FOIA Program, a perennial top-5 FOIA program in the federal government, serves Veterans and requesters with nearly 1,000 team members across 12 time zones processing over 50,000 FOIA requests in FY23. Mike is leading an effort to modernize VA FOIA through the adoption of advanced technology, training enhancements and revised enterprise-wide staffing models.

As the Co-Chair of the Chief FOIA Officer’s Technology Committee, Mike has led and co-authored numerous white papers and presented on topics related to FOIA and technology to thousands of individuals. Of note, the Technology Committee led the FOIA Tech Showcase in 2022 bringing industry and FOIA professionals together for the first time to showcase both program needs and industry capabilities.

Prior to directing the VA FOIA Office, Mike was charged with leading Veteran Health Administration’s FOIA program, the program won multiple awards from the Department of Justice for tech advances and for reducing the VHA FOIA backlog by over 90% in just 14 months. In addition, Mike has served in FOIA leadership roles at the Social Security Administration and the Bureau of Land Management.

Mike’s a licensed attorney and a class of 2011 Presidential Management Fellow, he’s worked in the Irish Parliament, was elected to three terms on his hometown’s City Council and continues to be active in his community. Mike is also a United States Army Veteran who served in Korea, Germany, Texas, and Maryland. He lives in Laurel, Maryland and is raising two boys alongside his amazing wife, Angela.

Chris Setaro is the Chief Compliance and Regulatory Officer of Nasdaq Private Market (NPM). Prior to joining NPM, he was a Senior Vice President and the Head of Global Risk at Forge Global Inc. Previously, Chris was the Global Chief Compliance Officer of SharesPost, Inc. and Chief Compliance Officer for its broker-dealer subsidiary SharesPost Financial Corporation. Earlier in his career, he was a Vice President at Nasdaq, Inc. serving as the Chief Compliance Officer at Nasdaq Execution Services, Nasdaq Capital Markets Advisory, Execution Access, and NPM Securities, all of which were Nasdaq’s U.S. broker-dealer subsidiaries, at the time, and focused on equities and options routing, U.S. Treasury securities trading, private company liquidity programs and issuer advisory services. He also oversaw the compliance staff for Nasdaq’s registered investment advisor. Chris held a variety of compliance roles at Instinet Incorporated including Chief Compliance Officer for Instinet, LLC, where he spent nearly 15 years. He earned his undergraduate degree from Syracuse University.

A legal executive with 15+ years in a mix of public, pre-IPO and law firm environments. Jasmine has extensive experience negotiating transactions across SaaS, software, IP licenses, cloud, professional services, and data privacy. Her broad experience includes government contracts, product and employment counseling, security, compliance, appellate practice, and complex litigation.

A frequent speaker on leadership in the legal profession, the legal construction of race and equity and inclusion, Jasmine also devotes her time to serving on the Boards of Public Advocates and Change Lawyers. In 2019, Jasmine was honored as one of the “Most Influential Women in Bay Area Business” by the SF Business Times.

Tom Stout is a seasoned trial lawyer with more than 15 years of experience trying and winning difficult cases. Tom specializes in white collar defense, government and internal investigations, and complex civil litigation. He has successfully represented clients across a range of industries, including technology, financial services, public utilities, energy, health care, and engineering.

Tom’s experience includes representing clients in connection with investigations or civil litigation relating to wildfires and other environmental incidents, venture capital investments, insider trading allegations, securities fraud allegations, USCIS audits, campaign finance, and government ethics. Tom has successfully persuaded prosecutors not to pursue criminal cases against his clients, secured early dismissal with prejudice of civil securities fraud claims, negotiated favorable pre-indictment plea agreements that spared his clients prison, and secured the compassionate release from federal prison of a vulnerable client.

Before co-founding London & Stout P.C., Tom spent nearly a decade as an Assistant United States Attorney in the Northern and Central Districts of California, where he was assigned to the Public Corruption and Civil Rights, Economic Crimes and Securities Fraud, and Special Prosecutions Sections. As an AUSA, Tom led investigations and prosecutions of corporate executives for fraud, public officials for bribery and embezzlement, professionals for tax fraud, medical providers for health care fraud, and law enforcement agents and officers for official corruption, civil rights offenses, and obstruction of justice. Tom played a significant role on the DOJ team responsible for securing a three billion dollar penalty from Wells Fargo Bank over its fraudulent and deceptive sales and account opening practices. In 2017, the Director of the Executive Office for U.S. Attorney’s awarded Tom the Director’s Award for Superior Performance as an AUSA for his leadership in prosecuting and trying the largest nationwide foreclosure rescue scam investigated by President Obama’s Financial Fraud Enforcement Task Force. Tom’s trial experience includes prosecutions for mail and wire fraud, obstruction of justice, government benefit fraud, civil rights, and child exploitation. The Department of Justice selected Tom to train new federal prosecutors from around the country in trial advocacy as a faculty member for its National Advocacy Center. In addition to his trial work, Tom has successfully argued in front of the U.S. Court of Appeals for the Ninth Circuit.
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Prior to the Department of Justice, Tom clerked for the Honorable Virginia A. Phillips of the United States District Court for the Central District of California and worked for the law firm Simpson Thacher & Bartlett LLP. While with Simpson Thacher, Tom represented publicly traded technology companies in securities and intellectual property litigation, a DRAM manufacturer in multi-district antitrust litigation stemming from a related DOJ investigation and criminal prosecution, and private equity firms in shareholder derivative class actions. Tom also represented audit committees of boards of directors of several publicly traded companies in internal investigations and has represented financial services companies in responding to subpoenas from the DOJ, SEC, and state Attorneys General.

Tom is committed to pro bono representation, having represented an immunocompromised inmate seeking compassionate release from federal prison during the COVID-19 pandemic, the California Association of Mental Health Patients Rights Advocates in fighting for the rights of elderly patients, a coalition of religious organizations in filing an amicus curiae brief to the United States Supreme Court in Parents Involved in Community Schools v. Seattle School District No. 1, and an indigent criminal defendant in appealing his conviction to the New York Supreme Court, Appellate Division.

Tom is a member of the Federal Courts standing committee of the California Lawyers Association’s Litigation Section and a barrister in the Edward J. McFetridge Inn of Court.

Alex Su is a former lawyer who’s the Head of Community Development at Ironclad, a legal AI company that helps accelerate the contracting process. He maintains an active social media presence, with over 250,000 total followers across LinkedIn, Twitter, Instagram, and Tik Tok. Alex also publishes a newsletter about technology & AI, career pivots, and the unspoken rules of the legal profession.

Prior to joining Ironclad, Alex spent five years selling technology to law firms and legal departments. Before that, he was an associate at Sullivan & Cromwell and clerked for the Hon. Edmond E. Chang of the Northern District of Illinois. Alex is a graduate of Northwestern Law, where he was an editor of the law review and the student commencement speaker.

Thane is responsible for setting the policy, procedure and performance metrics for the ediscovery phase of litigation for HP Inc. This includes reviewing and revising global processes surrounding the identification, preservation, collection, processing and review of information, as well as measuring vendor and outside counsel performance. Before joining HP, Thane was senior counsel in the litigation department of Allianz Global Corporate & Specialty. He started his career as an attorney for Jones Day where he represented clients in complex commercial litigation. He received his JD from the University of Southern California Law School and was an editor on the Southern California Law Review.

Honieh Udenka is an associate in the Firm’s Litigation & Arbitration Practice Group. Honieh represents clients’ interests across the country in complex disputes in a variety of fields, including commercial and business litigation, government and regulatory investigations, white-collar defense, and bankruptcy restructuring matters.

Honieh has experience in complex disputes on matters of national significance, ranging from litigation and restructuring matters involving global companies, to counsel, defense and investigation work for individuals, celebrities and C-suite executives. Honieh is able to develop strong relationships with clients through a client-centered approach to lawyering and by providing thoughtful analysis, judgment, and solutions to demanding and complex challenges.

Honieh is committed to expanding access to justice in Orange County through the provision of free legal services to underserved populations. To that end, she incorporates pro bono matters into her practice. Honieh is deeply committed to racial justice and the diversification of the legal profession, and she advances this mission in her role as president of the Thurgood Marshall Bar Association (Orange County Chapter), and her involvement with Brown Rudnick’s Diverse Attorney Working Network.

William “Bill” Vance is Chief Technology Officer at Adams & Reese, an Am Law 200 firm with over 200 attorneys in offices throughout the Southern U.S. and in Washington, D.C. As CTO, Bill is responsible for the technological success of the the firm, spearheading the technology initiatives within an organization where “Collaboration is our watchword up and down our law firm.”

Prior to joining Adams & Reese, Bill served as Director of Network Services & Engineering for Pillsbury Winthrop Shaw Pittman and Director of Information Systems at Waller Lansden Dortch and Davis, among others.

James Walley, PMP, is a Senior Manager in Deloitte’s Government and Public Services Discovery and Disclosure offering. He is an experienced technical advisor and project manager in the eDiscovery space with over 20 years’ experience supporting multiple Federal agencies and served as the Operations Manager for a government litigation technology support center. Additionally, Mr. Walley managed customer service operations for a technology company and holds expert knowledge of various litigation support platforms.

Regina Wendling started her career at the Bureau of Reclamation as an administrative professional, then joined the Office of the Chief Information Officer as the Program Manager for the Department’s Enterprise Forms System in 2015. Regina has over 20 years of Federal service with varying in multiple information management disciplines, such as records, forms, Section 508, and information management.

As a native to Colorado, Regina earned a Bachelor of Arts in Kinesiology from the University of Colorado at Boulder; Masters of Management from University of Phoenix; and is currently pursuing a Masters of Science in Nutrition and Dietetics. She is a mother to two young men, who are Eagle scouts and completing their second year of community college this spring. Regina enjoys spending time with her family, traveling, hiking, biking, climbing, and skiing. She competes in Figure bodybuilding competitions and enjoys staying physically active.

Joy Woller is a partner and Ediscovery Counsel with Lewis Roca.  For almost fifteen years, Joy has assisted clients with complex electronic discovery issues and managed her firm’s interdisciplinary eDiscovery Department.  Joy also maintains an active Intellectual Property law practice focusing in trademark law and assists her clients from the initial stages of trademark prosecution through trial and USPTO matters.

As a strategic account executive at Everlaw, Katie Barr brings over 15 years of ediscovery experience to bear through close partnerships with some of the largest and most ambitious law firms in America, helping ensure their success throughout the litigation and investigations process.

Michelle Beer is a Training Specialist Team Lead on Everlaw’s User Education team. In her role, she designs learning experiences and resources for Everlaw’s users and has led virtual and in-person training series. She’s passionate about helping users from the legal, government, and corporate organizations get the most out of Everlaw’s platform. Prior to joining Everlaw, Michelle designed and taught university history courses.

John Carr is the director of federal programs at Everlaw, where he supports Everlaw’s strategic federal customers, including the U.S. Department of Justice, U.S. Courts, and U.S. Department of the Interior, and is especially interested in identifying solutions to improve ESI sharing across parties.

In this role, John also helped to stand up the “Everlaw for CJA” program which provides much-needed ediscovery support to Criminal Justice Act Panel attorneys across the country.

Prior to joining Everlaw, John was a senior leadership consultant for the U.S. Department of Justice Office of Chief Information Officer’s Innovation Engineering team, where he applied design thinking approaches to several key initiatives across the agency, including ways to improve investigative data sharing.

As a former science teacher, Alex’s approach to User Education stems from inquiry based learning. He believes asking the right questions creates an engaging environment where users can learn from each other. Outside of work Alex enjoys cooking new recipes and hiking with his dog Azul

After working in roles related to software training for various technology companies, Katie joined Everlaw’s User Education team in 2020. As a Senior Training Specialist, she is responsible for teaching both new and experienced users how to effectively leverage all parts of the Everlaw platform.

Brian Falldin has spent over 15 years melding product strategy and entrepreneurship with marketing across industries like AI, blockchain, public safety, and now the legal sector. With standout roles at Nextiva, GoDaddy, and Axon, he’s dove deep into cutting-edge technology and brought these technologies to market with resounding results. Brian now dives into the crossroads of tech and the legal world, as Senior Director of Product Marketing at Everlaw, bringing a fresh perspective to the table.

Ty Friend is responsible for working with legal organizations to discover, project, track, and maximize the value of Everlaw’s platform throughout the client lifecycle. He specializes in collaborating with clients on the development of tailored value models, benchmarks, and reports that showcase how partnering with Everlaw can drive business transformation.

His goal: Help clients make informed business decisions by identifying value opportunities and quantifying the cost of inaction and return on investment in terms of costs, revenue, efficiency, and risk.

Tori is a Training Specialist by day and a paralegal student by night. Her background is in Tech and Education, but over the past few years she has gained an appreciation for the legal field which ultimately brought her to Everlaw.

Chuck Kellner is an ediscovery strategist with a record of success helping clients give and get the discovery they need with fairness and proportionality. His experience spans litigation support in Am Law 50 and Big Eight, expert testimony in state and federal courts, and thought leadership and consulting to industry leaders and educational organizations.

Sophia Khan is a Sr. Customer Success Manager at Everlaw, where she partners with clients to help ensure their success throughout the litigation and investigations process. Before joining Everlaw, Sophia previously worked for Atrium and Squire Patton Boggs, among others. She is a graduate of the University of Illinois Urbana-Champaign and Loyola University, Chicago.

Everlaw’s in-house AI evangelist, Eddie Kim pairs over 15 years’ experience in ediscovery and forensics with his passion for leveraging emerging technology to transform legal workflows.

Prior to joining Everlaw, he was the Head of Ediscovery Analytics at an Am Law 50 firm, where he led the initiative of applying machine learning into litigation and investigation processes.

Eddie has a degree in Computer Science from UCLA and has completed a program in Product Management from Berkeley Haas.

Angela C. Kovach, PMP has extensive work experience in the fields of public sector solutions and operations. Angela C. has held various senior roles at Everlaw, including Senior Director of Public Sector Solutions & Operations since September 2022 and Director of Federal Solutions and Operations from September 2019 to November 2022. Prior to their time at Everlaw, Angela worked at Deloitte, where they served as a Manager in the Global Security and Defense sector from August 2017 to September 2019, overseeing federal procurements and on-site operations across multiple agencies. Angela C. also worked as a Senior Specialist from September 2014 to August 2017, specializing in custom software architecture and workflow optimization and managing contracting teams at various agencies. Throughout their career, Angela has conducted trainings for federal agency case teams and has been actively involved in business development and firm innovation.

Angela C. Kovach, PMP completed their education history with a Juris Doctor degree from South Texas College of Law Houston, graduating in 2008. Angela C. previously obtained a Bachelor of Arts degree in Political Science from the College of the Holy Cross between 1999 and 2003. Before that, Angela attended The Academy of Science and Technology from 1995 to 1999, however, their degree information was not provided for this period.

Kevin is a Senior Product Lead at Everlaw, where he helps bring new technology to life to make legal work easier and more efficient. This includes improvements to Storybuilder, Everlaw’s API, and an upcoming feature to compare document differences, Difference Viewer. As a litigator before Everlaw, he focused on fin-tech, ediscovery, and brought several cases to trial at a DA’s office. Kevin is a graduate of UC Berkeley School of Law.

A lawyer by training, with an J.D. from Stanford Law, today Mondee tackles the biggest problems facing the legal profession through innovative technology, as a senior product lead for Everlaw. Most recently, Mondee has helped spearhead the product development of Everlaw’s new generative AI tool, Everlaw AI Assistant, working tirelessly to bring a thoughtful, intentional, and incredibly purpose-driven approach to generative AI tools that the legal professionals can rely on.

Mark has been an Account Executive for his entire career and loves helping customers find value with the company he represents. He has experience in computer hardware, software, services, and most recently the legal software industry. He has worked with dozens of High Tech companies, mostly in the Silicon Valley area, but also with customers across the country. His real passion is working with individuals to help them be more successful in what they do by utilizing new tools and methods to get there.

Aubrey Patrick is a Training Specialist on Everlaw’s User Education team. Over the last two years, she’s developed both training sessions and learning resources for Everlaw users covering features across the platform. Prior to joining Everlaw she was a teacher in the Bay Area, teaching a range of topics including coding and mathematics.

Madeline is a Manager of Customer Success at Everlaw. She and her team work directly with our Corporate customers to ensure that they realize Everlaw’s maximum value both in house and when partnering with outside counsel. Madeline earned her MBA and BS from Cal Poly, San Luis Obispo.

A business development executive working to ensure successful outcomes for clients with complex ediscovery and legal technology needs, Chad’s roots his work in consultative partnerships that keeps clients ahead of the curve.

Jennie Robinson is a Senior Training Specialist at Everlaw. She’s passionate about simplifying complex concepts in ediscovery. Before Everlaw, she designed learning experiences with cryptocurrency companies and students in California’s Bay Area.

As a Sr. Customer Success Manager at Everlaw, Samuel Seligman brings his technical expertise and over 15 years of experience in the federal government, Am Law 100 firms, and software, to partner with customers as they transform their approach to litigation and investigations.

Phil leads Everlaw’s Strategic Corporations business segment, which focuses on supporting the investigative and ediscovery needs of in-house teams at Fortune 2000 corporations. He has been in this role since July of 2022; prior to Everlaw, Phil led revenue teams in North America and Europe at companies including The CEB (now Gartner) and Gerson Lehrman Group.

Claire Spafford loves being a Training Specialist at Everlaw. She enjoys crafting learning experiences to help clients make the most out of the tools, and cares deeply about making learning new technology accessible and fun. Before Everlaw, she designed science curriculum for both youth and adults.

Kayla Teese is a Training Specialist on the User Education team at Everlaw. She’s passionate about witnessing the “lightbulb moment" in training sessions when users say “Oh, that’s how you do it?! That’s going to make my job so much easier!” Before Everlaw, you could find Kayla in a classroom in San Francisco teaching literature and history to teenagers.

Megha Thakkar is a certified CISSP professional with over 15 years of industry experience in the field of cybersecurity, risk, and compliance. Megha has a wide variety of experience in building and managing robust risk management and compliance practices. She is a firm believer of serving customers with a “secure product” that provides customers the desired peace of mind when leveraging cloud and third party solutions.

Greg Thorne is the Director of User Education at Everlaw. In his role, he works to expand and evolve Everlaw’s education program and regularly helps users to build their experitise in the Everlaw Platform. Prior to joining Everlaw, Greg worked as a litigation associate and has extensive knowledge of the ediscovery and it’s connection to the litigation process.

Sean Wiederkehr is an expert ediscovery practitioner with a record of success helping clients give and get the discovery they need. His current role on Everlaw’s Solution Architect team assists law firms and corporations in validating their technical requirements and highlighting the value that our platform can bring to their organizations.

Sean has 18 years of experience in the ediscovery space and has worked for both boutique litigation shops and Am Law 50 firms. He has experience at every stage of the EDRM cycle and has worked on matters covering a broad spectrum of practice area including regulatory investigations, complex litigation, and other disputes.

Sean holds a BA from UCLA. He lives in New York where he hosts a weekly pub trivia night and plays music in a band.