Bob is widely recognized for his leadership in eDiscovery, having been an early adopter of litigation support technology at Owen & Davis and then founding the eDiscovery and Information Management Practice at a national law firm. Bob is currently a Partner at the New York City based law firm, Sutherland, Asbill and Brennan LLP. As a member of the firm's Litigation Practice Group, Bob brings more than 35 years of experience in leading New York commercial litigation. As a nationally recognized adviser to financial services, energy and technology companies, Bob is known for creative and efficient dispute resolution. He has handled hundreds of cases before federal and state courts and arbitration panels throughout the United States.
Bob also serves as a member of the editorial advisory board of Law Technology News, "LTN", (an American Law Media publication), as a participant in the Managing Information and Records in the Electronic Age working group of The Sedona Conference, and as a member of the Educational Advisory Cabinet for the Masters Conference. He is ranked as a Band 1 leading individual in Litigation: eDiscovery in both the Chambers Global and the Chambers USA directories. A frequent speaker on jury trial techniques, Bob has served as a faculty member at the National Institute of Trial Advocacy’s renowned National Session in Boulder, Colorado, and with the Litigation Section of the American Bar Association. Bob is also a licensed private pilot.
Patrick is one of the few eDiscovery and compliance attorneys in the world that possesses the tripartite experience of an in-house corporate counsel from a Fortune 16 organization; a senior attorney at a federal regulatory agency; and a partner in a large law firm. Patrick has extensive experience advising on discovery and investigative matters involving commercial litigation, compliance, regulatory requests, antitrust matters and personnel issues. Combined with a deep understanding of forensics and enterprise technology platforms, Patrick’s experience advising clients on responding to federal agency requests under the Electronic Communications Privacy Act (ECPA) is balanced by his broad-based skill in negotiating enterprise software license agreements for collaboration platforms, e-discovery software and enterprise level computer forensic tools.
Patrick currently serves as a partner in the Washington, D.C. office of Shook, Hardy & Bacon LLP. Before moving to this position, Patrick served as senior special counsel for electronic discovery in the Office of the General Counsel at the U.S. Securities and Exchange Commission (SEC). During his tenure at the SEC, Patrick co-chaired the agency’s cross-divisional Electronic Discovery Action Team and co-authored The SEC Electronic Discovery and Litigation Response Manual. He has counseled SEC senior leadership and agency staff on best practices and guidance for discovery and litigation strategy and privilege protections and on strategically significant matters involving forensics, technology and ECPA interpretation for subpoena enforcement.
Herb is recognized as an expert in cognitive science, information management, data mining, statistics and eDiscovery processes. He is the author of numerous papers on dolphin biosonar and neural network models of the dolphin sensory system. More recently he has been writing about data mining and how technology can ease the burden of eDiscovery. Herb was an award-winning Professor of Psychology at the University of Hawaii from 1985 until 2002. He taught courses in cognitive science and research methods. He has a B.A. degree from Reed College in Portland, Oregon and his Ph.D. in Psychology from the University of California-Berkeley. He served as Assistant Professor of Psychology at Columbia University until he joined the faculty at the University of Hawaii. Herb is a Past President of the Division of Behavioral Neuroscience and Comparative Psychology of the American Psychological Association and Past President of the International Society for Adaptive Behavior. In 2002, he received the Clifford T. Morgan award for distinguished contributions to behavioral neuroscience and comparative psychology. Herb is a member of the Sedona Working Group on Electronic Document Retention and Production.
Herb is a co-founder and principal at OrcaTec LLC. Before starting Orcatec, he served as Executive Vice President, Chief Scientist, and co-founder of DolphinSearch. He is the primary inventor of the core DolphinSearch technology (patent No. 6,189,002). His duties at DolphinSearch included new product development, business development and marketing as well as internal and external consulting on the processes of eDiscovery and related information management and data mining issues. Herb led the design of the DolphinSearch review tools, DIAD, and ComplianSeek, and was part of the team that brought concept searching and native file review to the eDiscovery industry. He was also responsible for DolphinSearch’s Federal Market efforts.
Ashish is widely regarded among the leading experts on discovery in the United States. He is currrently the Vice President and General Counsel of eTera Consulting. Ashish has served, among other things, as Litigation Partner, Founder and Chair of the Mayer Brown LLP Electronic Discovery and Records Management Practice; Executive Editor of The Sedona Principles: Best Practices Recommendations & Principles for Addressing Electronic Document Production (2004); Co-Editor in Chief of the Practicing Law Institute treatise Electronic Discovery Deskbook: Law and Practice (2009) and Adjunct Professor of Law at Northwestern University Law School.
In addition to having extensive experience in managing all aspects of discovery in litigation and investigations, and developing policies and procedures for electronic discovery, records management and legacy data management for corporations and law firms, Ashish has defended discovery compliance procedures before numerous courts and regulators. Over the past decade, Ashish has authored over two dozen articles, and given over 100 legal education seminars on topics of electronic discovery before judges, practicing lawyers and industry groups in the United States, Europe and Asia.
Ashish is active in a wide variety of charitable organizations related to children’s health and education, including serving as a Board Member of the U.S. Fund for UNICEF, Children’s Memorial Hospital of Chicago, and Pratham USA. Ashish graduated from the University of Chicago Law School, where he was a Member of the Law Review, and the University of Michigan Honors College, where he graduated with High Honors and High Distinction. He lives in the Chicago area with his wife and three children.
Director of Events
EDI Leadership Summit Faculty Liaison
Kurt began this role with EDI in 2012. He provides executive leadership and administrative management of the organization as well as its employees. Kurt is also responsible for overseeing the planning and production of the annual EDI Leadership Summit. Kurt is the programs faculty liaison and is integral to faculty outreach as well as the development of program content.
Kurt also assists in the management of all of EDI's other educational initiatives, including the Institute's joint venture with Georgetown Law CLE, the yearly program, eDiscovery for Federal Government Practitioners, the Institute's Lunch & Learn Program and the Institute's regional dinner series.
Kurt began his career as a Recruiting Assistant with LegalSource, a full-service legal staffing firm in Washington. He joined EDI in 2012 and graduated from Georgetown University in Washington, DC with a Bachelors Degree in Communications in 2015.
Director of Marketing
EDI Leadership Summit Ambassador Liaison
Danielle began with EDI in June of 2011. She provides executive leadership and management of the organization's marketing materials, platforms, campaigns & activities. She is primarily responsible for the creative design and production of EDI's digital communications, branding, educational publications as well as event programs and collateral. Danielle also assists with program content editing. In the past four years at EDI, Danielle has created and edited countless high-quality written materials including program brochures, advertising copy, web copy and fundraising communications.
In addition to her marketing role, Danielle assists with event planning for EDI's annual Leadership Summit. Danielle is the Ambassador Liaison and currently manages sponsorship outreach for this program, among others throughout the year. Aside from her marketing and event coordinating tasks, Danielle also serves as the organization's bookkeeper and financial manager.
Prior to joining EDI in June of 2011, Danielle Nicholson served as an assistant to the Director of Finance at the American Society for Cell Biology in Bethesda, MD. During this position, Danielle also spent a significant amount of time assisting the Coalition for Life Sciences by facilitated meetings with research scientists on Capitol Hill. Danielle graduated from the College of Charleston in Charleston, SC in 2009 with a Bachelors Degree in Business Administration and currently lives in New York City.
Director of Strategic Projects
EDI Leadership Summit Law Firm Ambassador Liaison
Barb contributes to special event coordination and planning for the annual EDI Leadership Summit. She also serves as the Law Firm Ambassador Liaison for the event.
Barb has a diverse background, starting as a paralegal and continuing her career on a progressive track from paralegal manager to seasoned litigation support professional. As a litigation support project manager at Winston & Strawn LLP, Barb was instrumental in developing best practices for its newly formed litigation support department in 2001. She transitioned to a sales engineer position with a tier one e-Discovery service provider in 2007. Barb has served ten terms as President of the Chicago Association of Litigation Support Managers (CALSM). Barb is equally well known for her participation and leadership roles in other industry professional groups. She is also a member of the Seventh Circuit Electronic Discovery Pilot Program Technology Committee. Barb received her BS from the University of Phoenix in Business Administration and Information Systems and has a paralegal certificate through an ABA-approved program.
Production Manager | EDI's Distance Learning Initiative
Kari is responsible for video pre-production, production and post-production for EDI’s Distance Learning Program initiative alongside Josiah Grandfield. The main goal of EDI’s Distance Learning Initiative is to complete an online educational video training portal for classes on eDiscovery and other litigation processes.
Kari served as a video editor and graphic designer at Performance Gateway, a software development company located in Madison, WI prior to joining EDI in 2014. In this position, she was responsible for creating and editing marketing collateral, the production and filming of training videos, developing motion graphics during post-production and keeping the brand identity up to par. Kari has also served in a variety of positions, ranging from media management and videography, trade show representation, research, database development and client networking with corporate companies, non-profits and freelancers. Kari graduated from the University of Wisconsin-Eau Claire in 2011 with a degree in mass communications with an emphasis in advertising, and a minor in convergent media (consisting of graphic design, audio/video, web design, and photography). Following graduation, Kari completed an additional year of practical, hands on, media school in Kansas City, Missouri.
Production Manager | EDI's Distance Learning Initiative
Josiah is a member of the Production Team at the Electronic Discovery Institute. He serves as a video production specialist and main coordinator for EDI’s Distance Learning Program Initiative. In coordination with other industry leaders, EDI’s initiative works to create a comprehensive online educational video program pertaining to the most pertinent eDiscovery topics and issues.
Josiah co-founded and acted as the Creative Director at VDO Station LLC, a multimedia production. He has produced over 30 professional video productions tailored to small business video marketing and social media outreach. He has also worked as a creative freelance portrait videographer and photographer, and is certified as a Google Trusted Photographer. Josiah graduated with a BA in Film and Media Arts from Temple University in Philadelphia, PA.
Senior Conference Producer | EDI Leadership Summit
Judy has extensive experience running conferences for the legal, financial and pharmaceutical industries. She began her career running internal meetings for the Corporate Finance Division of Goldman, Sachs & Co. Prior to joining EDI, Judy spent six years at American Lawyer Media as the Senior Producer for the LegalTech Tradeshow and Conference. She simultaneously produced virtual tradeshows and conferences and niche events for in-house counsel, with a special focus on social media. Judy holds a B.A. with Honors in English Literature and is a graduate of the Humanities Honors Program at William Paterson University.
Judy is the Senior Conference Producer for EDI. Her responsibilities include program and speaker management and administration for the annual EDI Leadership Summit. Additionally, she contributes her writing and editing skills to EDI’s marketing endeavors and publications.
Senior Editor | Law Tech Journal
Daniel has more than 18 years of experience as a litigation attorney and consultant on legal issues relating to digital information. Daniel has worked closely with Fortune 500 companies and major government entities to address their digital information needs. He lectures and publishes frequently on e-discovery, records management, privacy, and cybersecurity issues.
Daniel practices at Shook, Hardy & Bacon, L.L.P. in Houston, Texas. Before joining Shook, Daniel served as Vice President and Deputy General Counsel at a leading computer forensics and digital investigations software provider, where he assisted in developing and marketing enterprise solutions for e-discovery and cybersecurity. Daniel also managed a team of attorneys responsible for consulting with commercial and public sector organizations on e-discovery, records management, and cybersecurity initiatives.
Prior to his in-house position, Daniel worked for nine years as a commercial litigator. Daniel has a wide range of litigation experience, including complex commercial disputes, product liability claims, intellectual property infringement lawsuits, class actions, and oil and gas disputes. He has represented major energy clients in governmental investigations and litigation, including responses to inquiries by the U.S. Department of Justice, Securities and Exchange Commission, Commodity Futures Trading Commission, and other state and federal regulatory authorities. He also has assisted in state and federal appeals, including appeals to the U.S. Supreme Court.
Daniel is a graduate of Columbia Law School, and clerked for the Honorable Vanessa D. Gilmore, U.S. District Court, Southern District of Texas, Houston Division. Daniel’s extensive experience in both litigation and technology provides a unique perspective on developments in law and technology.
Adam began with EDI in June of 2015, where he has assumed the role of the non-profit’s “Swiss Army Knife” — performing a wide array of tasks. Adam assists with the writing and editing of EDI’s publications, web development and EDI’s Distance Learning Initiative — which works to create a comprehensive online educational video program pertaining to the most pertinent eDiscovery topics.
Adam is a second-year law student at the Syracuse University College of Law. At the College of Law, Adam is an Associate Member of the Moot Court Honor Society. Adam graduated from the University of Oregon with a Bachelor’s Degree in Business Administration with focuses on finance, operations, business analytics and information technology.