San Diego ESI Forum

The San Diego ESI Forum Committee is excited to announce the Forum's 2024 programming schedule! Take a look at the below sessions and add these events to your calendar. We hope to see you at our first session of the year on Thursday, April 18th featuring a State Court Judges Panel! All sessions start promptly at noon and run for an hour. CLE credit is provided by San Diego Federal Bar Association. See you at the Carter/Keep US Courthouse, Jury Assembly Room 250! #ediscoverycaselaw #ediscovery #legaltech Women in eDiscovery, San Diego Lawyers Club of San Diego ASSOCIATION OF BUSINESS TRIAL LAWYERS OF SAN DIEGO Consumer Attorneys of California San Diego Defense Lawyers San Diego Paralegal Association San Diego Legal Secretaries Association San Diego Chapter, Association of Legal Administrators FEDERAL DEFENDERS OF SAN DIEGO, INC. The Sedona Conference Justine Phillips Ruth Hauswirth John Ellis Lea Malani Bays

San Diego friends, please join us at the San Diego federal courthouse on October 17 from 12-1 for San Diego ESI Forum’s Cyber Mock Trial. With Judge Dembin returning to the bench to preside, courtroom 2C will transform into a Goldilocks & The Fancy Bears fairytale trial. Following a nation state attack, infamous CISO Matt Stamper, CIPP/US, CISA, CISM, CRISC, CDPSE, QTE will testify in a civil trial brought by the legendary Tim Blood alleging CCPA “reasonable security” violations in a consumer class action. Justine Phillips will defend Matt’s exceedingly reasonable actions taken as CISO both before and after the incident. Nicholas Arico will take the stand as a retired FBI agent and cyber expert to explain who Fancy Bear is and nation state attacks. We hope to see you there!

Thank you to our panelists, Judge Dembin (ret), Judge Allison Goddard, Justine Phillips of Baker McKenzie, and Jenn French of Lynch Carpenter LLP for such an informative, dynamic, and engaging seminar on the eDiscovery Meet & Confer Process! Check out the Southern District’s ESI Checklist posted on the US Southern District of California’s website, as adapted from the US Northern District of CA’s checklist for practice pointers. Comment below, “checklist please” if you’d like us to send you the PDF directly. Thanks for attending! See you on September 11th for our next seminar. #ediscovery #meetandconfer

#ThrowbackTuesday to 2014 when Judge Allison Goddard, Justine Phillips, Judge Battaglia, Judge Dembin, Judi Sanzo, Ruth Hauswirth, Lauren Doucette Jessica G., and Maggie Mollett presented the last eDiscovery meet and confer and trial technology simulation at the San Diego Federal Courthouse for San Diego ESI Forum and Women in eDiscovery, San Diego. This all-star cast is getting back together with some new faces joining us to present THIS WEDNESDAY (July 10th) at 12:00 PM in Judge Goddard’s courtroom. You won’t want to miss this fun, engaging seminar! Thanks to San Diego Federal Bar Association for providing CLE credit to attendees. As always, SD ESI Forum seminars are 100% free to attend and are open to all! See you tomorrow! #ediscovery #legaltech #legaltechnology

Save the date....you WON'T want to miss our next San Diego ESI Forum seminar, featuring Judge Allison Goddard, Justine Phillips of Baker McKenzie, Jenn French of Lynch Carpenter LLP, and back from retirement....the infamous, Judge Dembin! Join us on Wednesday, July 10th in Judge Goddard's courtroom to watch an eDiscovery meet and confer simulation at 12:00 PM PST. It will be comical, it will be informative, and it will be a great learning exercise. Hope to see you all there! Register to attend this FREE CLE by visiting our website at www.sandiegoesiforum.com. Please note - this session will not be hosted in our regular location, but at 221 West Broadway, Courtroom 4D (Judge Goddard's courtroom). #ediscovery #meetandconfer #FRCP26

Thank you San Diego Legal Community for showing up in a big way for our June seminar, featuring the confusing and challenging world of “modern attachments” and short message data. We had almost a full house with great participation and questions from the audience. A big thank you to our fantastic panelists, Kelly Twigger of eDiscovery Assistant, Charli Vannoy of Procopio, Cory, Hargreaves & Savitch LLP, Eric Olson of Ankura, and Lauren Doucette of Sheppard Mullin Richter & Hampton LLP. If you missed the presentation and would like to access the slide deck and supporting materials, visit our website at www.sandiegoesiforum.com and click on Supporting Materials. Be sure to calendar our next seminar…you won’t want to miss it! Simulation of the Meet & Confer Process, eDiscovery Style, moderated by Judge Allison Goddard 📅 Wednesday, July 10th ⏰ 12:00 - 1:00 PM 📍 Judge Goddard’s Courtroom 4D Register to attend by visiting our website: www.sandiegoesiforum.com We hope to see you there! #legaltech #ediscovery #modernattachment #microsoftpurview

Join us on Wednesday, June 12th at 12:00 PM at the Carter/Keep Federal Courthouse, Jury Assembly 250 to learn about Collecting from Emerging Data Sources in Thoughtful Ways. Panelists Kelly Twigger of eDiscovery Assistant, Charli Vannoy of Procopio, Cory, Hargreaves & Savitch LLP, Eric Olson of Ankura, an Lauren Doucette of Sheppard Mullin Richter & Hampton LLP will be presenting on recent cases addressing the new requirements for litigants to produce documents from emerging data sets, such as: - Slack communications - "Modern Attachments" - linked files to emails from Microsoft and Google - Text Messages - Teams chats Our panelists will cover the capabilities forensic technology on the market currently have to meet these new production requirements, discuss pros and cons for agreeing to produce same, and proposed language to consider when preparing Rule 26F reports, CMC statements, and ESI Protocols. Register to attend this FREE CLE by going to our website here: www.sandiegoesiforum.com. Thanks to San Diego Federal Bar Association for providing the CLE credit for attendees! See you on the 12th. #ediscovery #caselaw #legaltech #legaltechnology #forensics

Don't forget - May's ESI Forum session on Information Governance is THIS WEDNESDAY at 12:00 PM at the Carter/Keep US Courthouse. Bring your photo ID, pen, and paper to take notes, build in extra time to get through courthouse security to join us for this one hour FREE CLE. Our panelists, Justine Phillips, Matthew Krengel, Esq., and Dean Gonsowski will cover everything you need to know about counseling your clients regarding data retention, privacy concerns, and reducing risk. Looking forward to seeing everyone! San Diego Paralegal Association San Diego Chapter, Association of Legal Administrators Women in eDiscovery, San Diego San Diego Defense Lawyers ASSOCIATION OF BUSINESS TRIAL LAWYERS OF SAN DIEGO The San Diego County Bar Association Association of Certified E-Discovery Specialists (ACEDS) San Diego Federal Bar Association San Diego Legal Secretaries Association

Join Justine Phillips of Baker McKenzie, Matthew Krengel, Esq. of Cooley LLP, and Dean Gonsowski of Gimmal on Wednesday, May 22nd at 12:00 PM at the Carter/Keep Federal Courthouse (Jury Assembly 250) for our next seminar on Information Governance - The Goldilocks Effect: Managing ESI, Privacy, Cyber, and Ai Risk. Learn how to strike the right balance, win over the hearts and minds of clients, and implement a defensible data governance program. Register to attend this free CLE via our website: www.sandiegoesiforum.com. All are welcome to attend! Thank you to San Diego Federal Bar Association for sponsoring the CLE accreditation for this seminar. #legaltech #informationgovernance #infogov #cyber #sandiegolegalcommunity

Thank you to all who attended our first San Diego ESI Forum session of the 2024 calendar year! We enjoyed listening to Judge Barton of Judicate West, Judge Frazier of San Diego Superior Court, and Tim Blood of Blood Hurst & O'Reardon, LLP discuss how to leverage the pre-CMC meet and confer requirement to get ahead of any potential ESI issues or disputes between the parties. The Judges delved into the California Electronic Discovery Act (EDA), cellphone forensics disputes, and requiring the production of metadata in state court and arbitration matters. Thank you to Federal Bar Association and ASSOCIATION OF BUSINESS TRIAL LAWYERS OF SAN DIEGO for co-hosting this seminar with us! Missed the session, but want to receive a copy of the slide deck? Visit our website and navigate to the San Diego ESI Forum Library: www.sandiegoesiforum.com. Be sure to save the date for our next seminar, scheduled for Wednesday, May 22nd from 12:00 - 1:00 PM discussing the intersection of eDiscovery, Privacy, Cyber, and Ai Risks. Register to attend this session via our website: www.sandiegoesiforum.com.