Levin College of Law

2013 Electronic Discovery for the Small and Medium Case Conference

What people were saying about the 2013 conference

“One of the best CLE events I have attended in a long time!”

“It was great that I received this level of content without traveling.”

“The knowledge level of the speakers and audience was exceptional. The interactive format facilitated learning.”

“I thought the choice of panelists, the format and the topics were excellent.”

View the 2013 Photo Gallery

The University of Florida Levin College of Law and EDRM are pleased to announce that the conference’s entire recording is available in person or online for $99. The conference features hands-on demonstrations from nationally recognized experts. Online attendees may be eligible for 11.5 CLE credits.

Presented by:

The Electronic Discovery Reference Model


The conference focused on solutions to the difficulties, issues, and decisions that attorneys face in competently and cost-effectively handling e-discovery in small and medium cases. The Conference featured demonstrations of a new generation of right-sized e-discovery software and tools for each phase of the e-discovery process.

If you are practitioner lost or struggling with any aspect of e-discovery and want to understand the impact of state and federal e-discovery rules on your litigation practice and want to meet you ABA mandated ethical requirements for e-discovery competence, this is the Conference for you. If you are a student interested in learning about really doing e-discovery, this Conference is perfect for you. Learn from the experts who are facing your problems on a daily basis. This Conference is packed with with hands on tools and demonstrations by nationally recognized e-discovery experts.

This Conference is underwritten by the International Center for Automated Research (ICAIR) at the University of Florida Levin College of Law as part of its public mission and is offered at a startlingly low price.

2013 Conference Steering Committee

The Honorable Ralph Artigliere (Retired Florida Judge), co-author (with William Hamilton) of LexisNexis Practice Guide Florida e-Discovery and Evidence.

William F. Hamilton, Quarles & Brady LLP, Adjunct Professor of E-Discovery at the Levin College of Law at the University of Florida, Director of the UF Law E-Discovery Project, and Dean of Bryan University E-Discovery Project Management Department.

United States Magistrate Judge Gary R. Jones

Browning Marean, DLA Piper LLP, co-author Electronic Discovery and Records Management Guide: Rule, Checklists and Forms.

Tom O’Connor, Director, Gulf Coast Legal Technology Center and co-author of E-Discovery for Small Cases

George Socha, Co-Founder EDRM

2013 Conference Agenda

April 4 – 5, 2013

University of Florida Levin College of Law
309 Village Drive
Gainesville, FL 32611


William Hamilton, Executive Director, University of Florida E-Discovery Project; Partner, Quarles & Brady LLP; and Dean of the Department of E-discovery Project Management at Bryan University.

George Socha, Co-Founder, EDRM; and President, Socha Consulting LLC.

April 4, 2013

8:00 a.m. – 9:00 a.m.


9:00 a.m. – 9:30 a.m.


Welcome to the Conference and the University of Florida Law School

Introduction to the Conference and the University of Florida E-Discovery Project

Speakers: Robert Jerry, William Hamilton, George Socha

9:30 a.m. – 10:30 a.m.

The E-Discovery Competence Crisis

Live from Chicago, the panel for the opening session will discuss the current landscape and the crisis of competence that makes this conference a critical learning experience.

Speakers: Browning E. Marean III, Tom O’Connor, Bruce Olson
Email Addresses:
Browning E. Marean III
Tom O’Connor
Bruce Olson

10:30 a.m. – 11:00 a.m.


11:00 a.m. – 12:30 p.m.

Identification, Preservation & Collection

With each new matter, you need to take the riskiest steps first: making quick, defensible decisions about what data you will need, then preserving that ESI. Why risky? Because if you get it wrong you may never get a second chance to do it right.

For this session, the panel will lay out this process, offer suggestions for building and using identification/preservation/collection risk-expense matrixes, and present identification, preservation and collection tools and techniques.

Speakers: Dera Nevin, Jonathan P. Rowe, John Patzakis

12:30 p.m. – 1:30 p.m.

Keynote Luncheon Address

“Electronic Discovery from the Bench: Technology and Proportionality”-Presentation by the Honorable Gary R. Jones, United States Magistrate Judge for the Middle District of Florida

Speakers: The Honorable Gary R. Jones

Please note that the keynote luncheon address will not be webcast.

1:30 p.m. – 2:30 p.m.


Before using the data you preserved, you will need to process it – where terms such “decompression,” “explosion” and “flattening” mean something very different than you may think.

This panel will explain what happens during processing; offer suggestions on how to control processing scope, timeframe, and costs; and pull back the curtains so you can see what actually happens during processing.

Speakers: Martin H. Audet, Brian Ingram, Michael Quartararo

2:30 p.m. – 3:30 p.m.

Traditional Analysis

Key word searching is the bread and butter of e-discovery analysis, built on approaches developed during more than three decades of automated litigation support.

The panel for this session with explain key word searching, both what it is and what it is not; offer suggestions for constructing and using precision-recall risk-expense matrixes to improve key word searching efforts; and talk tools.

Speakers: Barry O’Melia, Ian Campbell, Denise J. Talbert

3:30 p.m. – 4:00 p.m.


4:00 p.m. – 5:00 p.m.

The New Analysis – CAR/TAR/Predictive Coding

A new wave of analytical tools is upon us, going by many names – the most common being predictive coding, technology-assisted review, and computer-assisted review. Or is this old wine in a new bottle? Or perhaps home brewing commercialized?

The panelists will serve up definitions; separate the old from the new; discuss creating and deploying key word-machine learning matrixes; offer suggestions for right sizing your CAR/TAR/etc. efforts; and, of course, demo tools.

Speakers: Rene Laurens, John Tredennick, Michael Quartararo

5:00 p.m. – 6:30 p.m.


April 5, 2013

8:00 a.m. – 9:00 a.m.


9:00 a.m. – 10:00 a.m.

Review & Production

Often the largest cost, review for relevance & privilege nonetheless can be managed effectively and efficiently while still delivering acceptable, defensible results.

This panel will discuss techniques for controlling discovery costs while simultaneously guarding against inadvertent disclosure; explore the preparation and use of review risk-expense matrixes; offer a review tool show and tell; and cover form-of-production issues.

Speakers: Joel Wuesthoff, Richard Cohen, Julie K. Brown

10:00 a.m. – 10:30 a.m.


10:30 a.m. – 11:30 a.m.


Nothing in life is free – especially not e-discovery. Effective budgeting is essential for anyone who wants to be able to predict costs at the onset of a matter, track costs to avoid overruns, and project likely future costs.

This session’s panelists will discuss how budgeting can be used to achieve proportionality objectives; look at cost-benefit assessments across the entire EDRM; and demonstrate budgeting tools.

Speakers: Denise J. Talbert, George J. Socha, Jr., Julie K. Brown

11:30 a.m. – 12:30 p.m.

The New Florida Rules

Florida has new e-discovery rules, and this panel will compare the new rules with the old Florida rules as well as the Federal rules. In addition, the panel will cover the highlights: the burden test; proportionality; disclosure of format; protection of confidentiality and privacy; and working with the opposition.

Speakers: Ralph Artigliere, William F. Hamilton, Gary R. Jones

12:30 p.m. – 12:45 p.m.

Concluding Remarks & Adjournment

Published: January 15th, 2014

Category: Academics

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