ISACA March Event E-Discovery (3 CPEs)

Save 10% with coupon code "earlybird" when you register by 02/10/2010

What is eDiscovery? Is your corporate program “The Best It Can Be”?

A defensible, repeatable eDiscovery program meets the needs of Compliance, Audit, Legal, and the Courts


2 Great Speakers

Glenn O’Brien – Liberty Mutual Group

Matthew L. Miller – Forsythe Solutions Group

3 CPE Credits

Session Scenario:

You get to your desk, put down your coffee, pick up the paper, and on the front page, Alpha Corp. (your company of 10 years) is in a major lawsuit. The bells start going off… What does this mean to me? You know what your retention policies state, and you know you don’t follow them… and you just got a called into a meeting with your Legal / Compliance team.


11:30 AM        Registration / Networking
12 Noon          Lunch
1:00 PM          What is eDiscovery? Is your corporate program “The Best It Can Be”?
2:30 PM            Break
2:45 PM           What is eDiscovery? Is your corporate program “The Best It Can Be”?, (continued)
3:45 PM            Closing Remarks

 Session Synopsis:

Attend this lunch seminar to learn the fundamentals of eDiscovery and understand the implications for Audit and Compliance teams. Take an up-close look at a company’s quest for an eDiscovery and Compliance plan for 50,000+ devices, the effects of a merger, and the balance between Legal and IT. Explore how form and function of the design overcame capacity hurdles to determine a working repeatable defensible process. Assess your network infrastructure while realizing a successful eDiscovery technology implementation.


Like many other companies, we initially used a combination of off-the-shelf products not necessarily designed for eDiscovery and manual processes to fill in the gaps. Before the focus on eDiscovery, this was probably adequate. That being said, it was labor intensive and quickly drained resources. It was a question of: How many people can you throw at the problem? Something had to give.


The main drivers for bringing the eDiscovery process in-house were: cost, volume, and maintaining defensibility. Proactively leveraging eDiscovery software as a component of an overall larger effort enabled us to address these issues. Corporate Counsel viewed themselves as an integral function of the IT portion of this program, and understood it’s not something to just hand off.



In this session you will determine a working process by consolidating into a centralized, policy driven, repeatable, defensible process. You will explore initial IT and operational challenges, how to partner internally and with external vendors. Also, understand your infrastructure and the challenges that a dispersed network can present when systematically collecting and preserving user created data.


Speaker Profile:


Glenn O’Brien

eDiscovery Portfolio Manager and Corporate Examinations

Liberty Mutual Group


Mr. O’Brien has enjoyed over ten years working in the legal arena, and is currently the Electronic Discovery Manager for Liberty Mutual Group. He maintains the operation of corporate eDiscovery software and its related infrastructure and is in charge of supporting all requests for Legal Hold, eDiscovery and Attorney Review for both in-house processes and for work performed by third party vendors. Glenn has bridged the gap between IT and Legal to help lead the deployment of an in-house repeatable defensible eDiscovery process at a Fortune 100 global insurance company. Glenn received his BA from Clark University and his Masters from Suffolk University Sawyer School of Management.


Matthew L. Miller, Esq.

Business Development Manager – Information Management & eDiscovery Practice

Forsythe Solutions Group


Mr. Miller has enjoyed seven years working in and around eDiscovery. His unique perspective provides an unbiased best practices approach towards eDiscovery processes, having been a lawyer, a contract attorney, an outside vendor and at an in-house eDiscovery software manufacturer. Matthew enables his clients to mitigate risk and lower costs, improving eDiscovery processes while saving valuable resources. Before joining Forsythe, Matthew was the Product Manager for EnCase eDiscovery and EnCase Legal Hold at Guidance Software. Prior to this, he was an eDiscovery Business Manager at Guidance Software. Before software, Matthew practiced construction law at Peckar & Abramson, PC, and then was a consultant to the AmLaw 200 while at OnSite eDiscovery. Matthew received his BS from Syracuse University Whitman School of Management and his JD from Hofstra University School of Law.



Registration available until 5:00pm, February 27, 2010:  The registration event cost is $35.00 for Charlotte ISACA members, $45.00 for Other ISACA Chapter, ISSA, IIA, & Partner Members, and $50 for non-members.   An additional fee will be added for EventBrite processing.


Refund Policy:  Due to the deadlines for attendance guarantees which commit us to pay for you whether or not you are able to attend, paid registrations will be refunded in full, minus the processing fee, for requests received in writing on or before February 27, 2010 at 5:00pm. Submit refund requests to  No refunds will be given for any cancellation requests received after February 27, 2010  at 5:00pm. No reimbursement will be made if you fail to attend. Please note that substitutions will be accepted until 4 p.m. on February 27, 2010. Substitutions may be requested by sending an email to  No walk ins permitted for this event. 

Parking: Parking is NOT included in the event ticket. Holiday Inn can validate parking for a reduced rate of $7. Parking is available at various other locations nearby including 7th St Station.


You must pay in advance via PayPal during your online registration.


Name Sales End Price Fee
Members Ended $35 $0.99
Non Memebers Ended $50 $1.25
Partner Chapter Member (IIA, ISSA, or other ISACA) Ended $45 $1.12

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