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Cohasset AssociatesMER Resource







MER 2008 schedule


Sun, May 18, 2008

10:00 AM to 05:00 PM

T1 - E-Mail Management - Today's Legal, Operational, Technical Challenges and Opportunities Back To Top

Richard (Dick) Fisher
Cohasset Associates Inc.

Laurie A. Fischer
Cohasset Associates, Inc.

M. James Daley, Esq.
Redgrave Daley Ragan & Wagner

10:00 AM to 05:00 PM

T2 - Successful "Enterprise" Content and Records Management ProgramsBack To Top

Michael Alsup
Gimmal Group

Susan L. Cisco, PhD.
Gimmal Group

Dan Elam
Gimmal Group

Brad Teed
Gimmal Group

10:00 AM to 05:00 PM

T3 - Applying Business Analysis To Define Your ERM SystemsBack To Top

Lori J. Ashley
Cohasset Associates, Inc

Conni Christensen
Synercon Management Consulting, Australia

Mon, May 19, 2008

08:30 AM to 09:00 AM

Conference Opening: MER 2008 Overview and Logistics

Robert F. Williams
Cohasset Associates, Inc.

Christine M. Burns
Cohasset Associates, Inc.

Robert (Bob) Markham
ntara, Inc.

09:00 AM to 10:00 AM

S01 - Meeting Discovery Responsibilities When Records Are Managed by Third-Party ProvidersBack To Top

John H. Jessen
Electronic Evidence Discovery, Inc

Hon. Ronald Hedges
Nixon Peabody LLP

10:00 AM to 10:30 AM

Break

10:30 AM to 11:30 AM

S02 - KEYNOTE ADDRESS: Myth or Fact - The Legal Need To "Preserve In Place"Back To Top

Kenneth J. Withers, Esq.
The Sedona Conference

Hon. James M. Rosenbaum
Chief Judge, U.S. District Court

11:30 AM to 12:00 PM

Break

12:00 PM to 01:00 PM

S03 - And All the Rest - Managing Wikis, Blogs, Instant Messaging, etc.Back To Top

Alan A. Andolsen
CMC, CRM, Naremco Services, Inc.

01:00 PM to 02:30 PM

Lunch - Cotillion Room

02:30 PM to 03:30 PM

S04 - Managing Electronic Records: Basic Framework for Getting StartedBack To Top

Laurie A. Fischer
Cohasset Associates, Inc.

02:30 PM to 03:30 PM

S05 - CASE STUDY: Data Mapping and the FRCP - 18 Months Into the New RulesBack To Top

Richard (Dick) Fisher
Cohasset Associates Inc.

Carol Stainbrook
Cohasset Associates, Inc.

M. James Daley, Esq.
Redgrave Daley Ragan & Wagner

02:30 PM to 03:30 PM

S06 - ERM Case Law: The Latest News,Trends and IssuesBack To Top

Carol L. Eoannou, Esq.
BNA, Inc.

Jonathan M. Redgrave, Esq.
Redgrave Daley Ragan & Wagner LLP

03:30 PM to 04:00 PM

Break

04:00 PM to 05:00 PM

S07. CASE STUDY: Proof of Concept - A Key Tool in Implementing Successful Solutions Back To Top

Carol Stainbrook
Cohasset Associates, Inc.

04:00 PM to 05:00 PM

S08 - CASE STUDY: The New Communications WorldBack To Top

Karen V. Strong
Clarity, Inc.

Reid G. Smith
Marathon Oil Corporation

04:00 PM to 05:00 PM

S09 - Assessing the Sedona ERM Guidelines: Influence on 2006 FRCP, Impact on Judicial Decisions and Specifics of Recent ChangesBack To Top

Thomas Y. Allman, Esq.
Former General Counsel, BASF Corporation

Jonathan M. Redgrave, Esq.
Redgrave Daley Ragan & Wagner LLP

Kenneth J. Withers, Esq.
The Sedona Conference

05:00 PM to 06:30 PM

Networking Reception: Cotillion Room, Westin Hotel

Tue, May 20, 2008

08:30 AM to 09:30 AM

S10 - CASE STUDY: Managed Email - Finally, An Enterprise Reality!Back To Top

Jim Coulson
Huron Consulting Group

Sandra Hostetter
Rohm and Haas Company

08:30 AM to 09:30 AM

S11 - Architecture in ERM Software Selection: How It Impacts Your ERM Program's SuccessBack To Top

Julie Gable
Gable Consulting

Baron Gemmer
Innovative Corporate Solutions

08:30 AM to 09:30 AM

S12 - Mock Deposition: IT Takes The StandBack To Top

Timothy Carroll, Esq.
Vedder Price, P.C.

Bruce Radke, Esq.
Vedder Price, P.C.

09:30 AM to 10:00 AM

Break

10:00 AM to 11:00 AM

S13 - The Information Architecture and Technology Architecture Puzzle: Where Does Enterprise Taxonomy Fit?Back To Top

Janice Anderson
Access Sciences Corporation

Anne Tulek
Access Sciences Corporation

10:00 AM to 11:00 AM

S14 - Federated Records Management: Its Status and Its FutureBack To Top

Robert (Bob) Markham
ntara, Inc.

10:00 AM to 11:00 AM

S15 - CASE STUDY: Managing Legal Holds? The Neglected Component of Your ERM ProgramBack To Top

Genny Garret
Comcast Cable Corporation

11:00 AM to 11:30 AM

Break

11:30 AM to 12:30 PM

S16 - Less is More: How to Apply Big Bucket Theory to Retention Schedule Simplification Back To Top

Lori J. Ashley
Cohasset Associates, Inc

Susan L. Cisco, PhD.
Gimmal Group

11:30 AM to 12:30 PM

S17 - Auto-Classification: Three Compelling Options - Has its Time Arrived?Back To Top

Marcia M. Zweerink, PhD.
Cohasset Associates, Inc.

11:30 AM to 12:30 PM

S18 - CASE STUDY: Cleaning Up Shared Drives - The Easiest Way to Find a Needle is to Get Rid of the Haystack Back To Top

Brian Tuemmler
Delve Information Group

Addie Mattox
Delve Information Group

12:30 PM to 02:00 PM

Lunch - Cotillion Room

02:00 PM to 03:00 PM

S19 - What's Up? Insights from ERM SurveysBack To Top

Lori J. Ashley
Cohasset Associates, Inc

Michael Osterman
Osterman Research, Inc.

02:00 PM to 03:00 PM

S20 - MER TOWN MEETING #1: Addressing Your Auto-Classification Issues and QuestionsBack To Top

Marcia M. Zweerink, PhD.
Cohasset Associates, Inc.

02:00 PM to 03:00 PM

S21 - Legal Considerations for Conducting Business Electronically: Practical GuidanceBack To Top

Jeremiah Buckley, Esq.
Buckley Kolar, LLP

T. Lane Macalester, Esq.
Buckley Kolar, LLP

Margo Tank, Esq.
Buckley Kolar, LLP

03:00 PM to 03:30 PM

Break

03:30 PM to 05:00 PM

S22 - CASE STUDY: RIM Change Management - ERM Challenges and Opportunities - Experiences of Change Leaders Back To Top

Ronke Ekwensi
Pfizer Inc.

03:30 PM to 05:00 PM

S23 - MER TOWN MEETING #2: : Overcoming E-mail Management Stumbling BlocksBack To Top

Christine M. Burns
Cohasset Associates, Inc.

Michael Osterman
Osterman Research, Inc.

03:30 PM to 05:00 PM

S24 - The Weight of Paper - Where Records Are Electronic, Can Paper Be Destroyed?Back To Top

Richard (Dick) Fisher
Cohasset Associates Inc.

Hon. Ronald Hedges
Nixon Peabody LLP

05:00 PM to 06:30 PM

Networking Reception: Chicago Yacht Club

Wed, May 21, 2008

08:30 AM to 10:15 AM

S25 - KEYNOTE ADDRESS: Integrating Records Management into Operations and Culture - Going MainstreamBack To Top

Debra Sabatini Hennelly, Esq.
Compliance and Ethics Solutions LLC

Janice Anderson
Access Sciences Corporation

Jim Coulson
Huron Consulting Group

Hon. Ronald Hedges
Nixon Peabody LLP

Robert F. Williams
Cohasset Associates, Inc.

10:15 AM to 10:45 AM

Break

10:45 AM to 12:00 PM

S26 - What the MER Headlights See: Insights on Four Future ERM IssuesBack To Top

Robert F. Williams
Cohasset Associates, Inc.

M. James Daley, Esq.
Redgrave Daley Ragan & Wagner

Roger Archibald
Copan Systems

Paul Doyle
ProofSpace

Karen Ehrlich
Prudential Financial

12:00 PM to 12:01 PM

Confernce Adjourns

MERresource Service

The MERresource Service
The New Way to Find
MER Answers 24/7

A Subscription Portal
Focused on Managing
Electronic Records (MER)

Call for Collaboration

FREE DOWNLOAD

The 2007 Electronic Records Management Survey
Call for Collaboration

Compelling evidence of the sea change facing businesses and in the management of their information assets and records

MER Conference logo

2006 KEYNOTE DVD

Mock "Meet & Confer"
Rule 26(F) conference

Hon Shira Scheindlin with
Attorneys & Tech Experts

26 Parts - 1hr & 42 min

DVD promo photo

The Sedona Principles

Special Report:
The Sedona Principles -
Best Practices
Recommendations &
Principles for
Addressing Electronic
Document Production