Patrick Oot is an experienced corporate attorney and co-founder of The Electronic Discovery Institute. Also known for his former role as Director of Electronic Discovery and Senior Counsel at Verizon in Washington, DC, Mr. Oot has extensive experience in discovery practices involving commercial litigation, regulatory filings, and antitrust matters. Mr. Oot was charged with advising Verizon’s business units on electronic discovery while developing new technologies that increased cost-efficiency. In 2006, Mr. Oot was nominated for the Verizon Excellence Award after playing a key role in the successful completion of Verizon’s response to the Department of Justice’s Second Request for Documents in its acquisition of MCI. As a result of his work, Inside Counsel magazine named Verizon’s e-discovery team as one of the ten most innovative legal groups of 2007, the group’s second year winning the title. In 2007, Mr. Oot appeared with United States Supreme Court Justice Stephen Breyer at Georgetown University Law Center’s Summit on Electronic Discovery. Mr. Oot has testified before the United States Judicial Conference’s Advisory Committee on the Federal Rules of Evidence where he presented his position on Proposed Rule of Evidence 502. The Committee included in its draft to the Judicial Conference language incorporating Mr. Oot’s suggestions.
A member of Sutherland’s Litigation Practice Group, Bob Owen has more than 35 years of experience in New York commercial litigation. 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. For more than 20 years, Bob led the commercial litigation boutique firm of Owen & Davis PC, which he co-founded. The 12-lawyer firm represented Fortune 500 clients in their complex litigation matters in the New York area and around the country.
Bob is widely recognized for his leadership in e-discovery, having been an early adopter of litigation support technology at Owen & Davis and then founding the E-Discovery and Information Management Practice at another national law firm. Currently, he is a member of the editorial advisory board of Law Technology News(American Law Media publication), a participant in the Managing Information and Records in the Electronic Age working group of The Sedona Conference, and a member of the Educational Advisory Cabinet for the Masters Conference. He is ranked as a Band 1 leading individual in Litigation: E-Discovery in both the Chambers Globaland the Chambers USA directories, and is described by the publication as “a highly-regarded e-discovery specialist who wins market approval as ‘a stellar guy with a great reputation.’”
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.
Herbert L. Roitblat, Ph.D
Herb L. Roitblat is a co-founder and principal at OrcaTec LLC. Before starting Orcatec, Herb was 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.
Herb is a recognized 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.
Danielle Nicholson is Director of Marketing at the Electronic Discovery Institute. In this role Danielle is responsible for the design, production and distribution of all marketing materials and oversees branding, development and maintenance of the organization’s marketing platforms, communications and websites. She has created and edited high-quality written materials including brochures, advertising copy, web copy and sales communications. Danielle has designed conference programs, brochures and advertisements for both EDI and Georgetown Law CLE Programs.
Danielle joined EDI in 2011 in preparation for their first Annual Leadership Summit. In addition to her marketing role, Danielle assists with program development, manages speaker and Ambassador outreach and manages event logistics for the Summit. This annual event brings together 250+ corporate attorneys, federal & state judges, records managers, and IT professionals from all over the world.
Danielle is a graduate of the College of Charleston, (Charleston, SC). Prior to joining EDI, Danielle worked as an assistant to the Senior Director of Finance and Administration at the American Society for Cell Biology in Bethesda, MD. During this role Danielle also worked with the Coalition for Life Sciences and facilitated meetings with research scientists on Capitol Hill in Washington, DC.
Kurt Leeth is Director of Events for the Electronic Discovery Institute. In this role, Kurt oversees the production of EDI’s Annual Leadership Summit, an event which brings together 250 of the nation’s leading corporate attorneys, federal & state judges, records managers and IT professionals. Kurt serves as the primary Leadership Summit faculty liaison and is integral to the development of the program’s content. Kurt also assists in the management of the organization’s other educational initiatives, including the Consortium on Litigation, Information Law & eDiscovery, produced in partnership with Thomson Reuters, and the Institute’s joint venture with Georgetown Law CLE, eDiscovery for Federal Government Practitioners.
Kurt joined the EDI team in 2012 in anticipation of the second Annual Leadership Summit. In addition to his role as Director of Events, Kurt partners with his colleague Danielle Nicholson to maintain EDI’s marketing platforms, communications and websites.
Kurt is a student at Georgetown University in Washington, DC. Prior to joining EDI, Kurt spent four years as a Recruiting Assistant with LegalSource, a full-service legal staffing firm in Washington.
Josiah Grandfield is a member of the Production Team at the Electronic Discovery Institute. In this role, Josiah, along with Kari Barrington, serves as a video production specialist 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 e-discovery topics and issues.
Prior to joining EDI, Josiah was the Creative Director at VDO Station LLC, a multimedia production company he co-founded in 2011. There, he worked on 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.
Kari Barrington is a member of the production team for The Electronic Discovery Institute. Kari joined EDI in February of 2014. She 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 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.
Prior to her employment with EDI, Kari served as a video editor and graphic designer at Performance Gateway, a software development company located in Madison, WI. 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, to trade show representation, research, database development, and client networking with corporate companies, nonprofits, and freelancing.
Judy Kelly is the Senior Conference Producer for the Electronic Discovery Institute. In this role, Judy helps develop program content and recruits the speaker faculty for EDI's annual summit. This event brings together corporate attorneys, federal & state judges, records managers and IT professionals from all over the country.
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 has extensive experience running conferences for the legal, financial and pharmaceutical industries since 2003. She began her career running internal meetings for the Corporate Finance Division of Goldman, Sachs & Co.
Judy holds a B.A. in English Literature from William Paterson University.
Barbara Hanahan is the Director of Programs and Communication for The Electronic Discovery Institute. As such, she is responsible for overseeing and coordinating our events and programs, press releases and communication to our members.
Barb has served ten terms as President of the Chicago Association of Litigation Support Managers (CALSM), a 23-year old organization dedicated to furthering education in ediscovery and litigation support. Ms. Hanahan’s strong commitment to giving back to the legal community is evidenced by the path CALSM has taken under her leadership, such as funding scholarships for the legal technology class in a local university’s ABA-approved legal assistant program. Recognizing the need for local advanced ediscovery education, Ms. Hanahan led CALSM in launching CALSM-posium, an annual symposium on current trends in ediscovery.
Ms. Hanahan 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, an AmLaw 100 law firm, Ms. Hanahan was instrumental in developing best practices for its newly formed litigation support department in 2001. Ms. Hanahan transitioned to a sales engineer position with a tier one ediscovery service provider in 2007 where she brought the same insights to its clients that she had brought to her internal clients at Winston & Strawn.
In addition to CALSM, Ms. Hanahan is known for her participation and leadership roles in other industry professional groups, having been a member of the Sedona Conference and Co-Chair of the Electronic Discovery Reference Model (EDRM) Review Committee. She is also a member of the Seventh Circuit Electronic Discovery Pilot Program Technology Committee.
Ms. Hanahan received her BS from the University of Phoenix in Business Administration and Information Systems and has a paralegal certificate through an ABA-approved program.