Attention:

Making Disposition Defensible: The Tools You Need


Level: Advanced
Runtime: 60 minutes
Recorded Date: February 01, 2018
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Agenda

1:00 pm - 2:00 pm
  • What is defensible disposition?
  • Data deluge
  • Value lifecycle
  • Identifying risks
  • Plan development
  • Roles, responsibilities, and accountability
  • Tools for success
  • Roadblocks
  • Keys to success
Runtime: 1 hour
Recorded: February 1, 2018

Description

Despite advances in technology and legal clarifications, organizations continue to struggle with hitting the delete button on their information assets. Sometimes this is due to fundamental misunderstandings of what is legally required. But, if most organizations are honest, the reluctance to dispose of information results from lack of guidance and a proper policy framework. But, information governance experts know that such reluctance presents risks to the organization that could be mitigated.

This panel of experts will identify critical components of those mitigation efforts. Among the components to be discussed will be: necessary policies and procedures, clearly defined role and accountability for the Governance Committee, collaborating with IT and Legal during the process, and guidance for handling disposition when the decision to keep or destroy is unclear.

This program was recorded as part of LegalTech on February 1st, 2018.

Provided By

Legalweek

Panelists

Jason C. Stearns

Director of Legal & Compliance Group
BlackRock

Jason C. Stearns, IGP, CRM, is a Director in the Legal & Compliance group at BlackRock, where he leads the global implementation of IG standards and requirements. Prior to BlackRock, Mr. Stearns worked at UBS as Director and Portfolio Manager, Group Information Governance; and as Corporate Records Manager for New York Life Insurance Company. Mr. Stearns is also Chair of the IGP Board of Directors, which is responsible for administering the IGP credential and guiding its future.

Richard P. Kessler

Director of Cyber Security Strategy and Governance
KPMG

Richard is the Director of Cyber Security Strategy and Governance at KPMG.

John Jablonski

Partner
Goldberg Segalla LLP

John J. Jablonski is a partner at Goldberg Segalla LLP. An experienced trial lawyer, John consults with Fortune 500 companies about pre-litigation planning, record retention policies and implementation of legal holds. He is national legal hold counsel for one of the nation's largest retail companies. John is a frequent speaker and author on e-discovery, legal holds and electronic evidence, including articles in Law Technology News and the Information Management Journal. John is the author of the legal blog Legal Holds and Trigger Events (HYPERLINK "http://www.legalholds.typepad.com"www.legalholds.typepad.com), guest author at the Law Technology/Law.com blog EDD Update (http://www.eddupdate.com), and co-author of the book 7 steps for Legal Holds of ESI and Other Documents (ARMA International 2009). John has given legal hold workshops around the country and has participated in numerous podcasts and webinars on legal holds. John is the Webinar Chair for DRI's E-Discovery Committee and the chair of the E-Discovery Committee of the National Association of Railroad Trial Counsel.

John Isaza, Esq.

Partner
Rimon PC

John Isaza, Esq., FAI heads the Information Governance & Records Management practice at Rimon. Mr. Isaza is internationally recognized in the emerging legal fields of information governance, as well as records and information management (RIM). He is one of the country’s foremost experts on RIM issues, electronic discovery, and legal holds. He has developed information governance and records retention programs for some of the most highly regulated Fortune 100 companies, including related regulatory research opinions. His clients range from the Fortune 100 to startups.

Mr. Isaza is also an expert in social media law. He is the current chair of the ABA’s Social Media Law Subcommittee of the Business Law Section of the American Bar Association. In this capacity he is a contributing author and Editor in Chief of the upcoming book, A Handbook on Global Social Media Law for the Business Lawyer, to be published the ABA. Mr. Isaza is a frequent lecturer on the issue, and he advises clients on the difficult issues in navigating a social media presence.

Prior to joining Rimon, Mr. Isaza was cofounder and Partner of Howett Isaza Law Group, a boutique law firm specializing in corporate compliance matters, complex business, real estate, construction, employment and environmental litigation. Immediately prior to that, he served as in-house General Counsel to a publicly traded medical device manufacturer, now owned by Abbott Laboratories. Mr. Isaza rounds out his previous experience with over a decade as a trial lawyer specializing in business, environmental contamination, products liability and construction defects. During that time, he served as Arbitrator for the Los Angeles Superior Court. Mr. Isaza attended Boston College Law School, where he served as Editor of the International Law Review. In 1989, he served as Judicial Extern in the United States District Court of Massachusetts, Honorable David S. Nelson.

Mr. Isaza is a highly sought-after speaker in the ARMA, AIIM, ABA, American Bankers and IT compliance circuits. Mr. Isaza serves on various committees of the ABA, including the Cyberspace Law Committee and the E-Discovery and Digital Evidence Committee; he is a contributing author to the ABA’s Internet Law 2nd Edition, as well as ARMA’s GARP? Metrics & Audit Guide; he is past President of the Greater Los Angeles ARMA Chapter and of the Hispanic Bar Association of Orange County; he served on the Board of Directors of ARMA International, the Orange County Bar Association, and he currently serves on the Board of Orange County’s Public Law Center. Mr. Isaza co-authored a book entitled 7 Steps for Legal Holds of ESI & Other Documents released in July 2009 and was a contributing author in 2012 to the ABA's Internet Law for Business Lawyers, 2nd Edition. He is the 2008 recipient of ARMA’s prestigious Britt Literary Award, and his writings have been featured in The American Lawyer’s Law.com. In 2011, Mr. Isaza was named the 45th Fellow of ARMA International (the “FAI” designation after his name) - the highest honor bestowed by the professional association of records and information managers.

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