“ RIM at the Counsel Table”
John Isaza, Esq. will be presenting in Helena September 26, 2008 at the
Hampton Inn
Registration will be available in July.
John Isaza, Esq. is a California-based attorney and partner of Howett Isaza Law
Group, LLP, an international records and information management (RIM) consulting
practice and law firm. Mr. Isaza is widely recognized as one of the country’s
foremost experts on electronic discovery, the revised Federal Rules of Civil
Procedure and other RIM issues. Mr. Isaza has conducted regulatory research and
worked in developing records retention programs for some of the most highly
regulated organizations in the world.
8:30 a.m. to 10:15 a.m.
A Trial Lawyer’s Take on the Admissibility of
Electronic Records in Court
This course will start the day with the end in mind – the
admission process for electronic records
at trial. To that end, this course will be delivered in
three parts, as follows:
Part I: Salient Principles that Govern Admissibility of
Records
Part II: Challenges for Admitting Certain Electronic
Records
Part III: The Importance of a Retention Policy & Schedule
10:45 a.m. to 12:30 p.m.
Litigation and Discovery Basics: The Federal Rules &
Beyond
This course will provide not only an update on case law
since the passage of the revised Federal Rules of
Civil Procedure on December 1, 2006, but it will provide
insight into the opportunities the proposed rules
present for RIM professionals to play a significant role in
the electronic discovery process. The RIM
profession has a golden opportunity to get involved at the
ground level of this significant legislation, and
the RIM issues it affects. Education and understanding of
the rules is critical, and this course will present
the foundation for understanding this legislation. Mr.
Isaza is one of a handful of attorneys who specializes
in RIM issues, so he will provide RIM specific insight into
the revised Federal Rules that few others can
offer the RIM profession.
Through this course, participants will:
1) Gain an understanding of key areas that the revised
Federal Rules will affect in business and
practice;
2) Gain an understanding of the critical role of the RIM
profession in effectuating the demands of the
key areas demanded by the Federal Rules;
3) Receive tips on internally marketing the need for the
RIM profession to be involved in the
electronic discovery process, including a request to be at
the counsel’s table from the onset of
pending or potential litigation.
2:00 p.m. to 5:00 p.m. (with one 20 minute break as
intermission)
The Digital Haystack: Technological and Legal
Challenges Affecting RIM
Companies must meet the legal challenges that accompany the
"Digital Haystack,” including countless
technological innovations, collaborative tools such as
blogs and wikis, and of course IM and e-mail. The
law requires companies to find the "needles" or records
that should be preserved for operational, historical
and legal needs, plus the broader evidence that must be
held for discovery within this Digital Haystack.
The first part of this course will discuss the factors that
pose challenges: 1) the legal issues created by
collaborative tools and "distributed data" (i.e., a
specific result of the Digital Haystack as opposed to
unstructured data); and, 2) the rising costs in the current
legal environment. Both discussions are threaded
with a sample document demand issued by the Department of
Justice. The course will next address the
overall legal impact the above factors have on businesses.
Finally, the course will propose legally
defensible records management policies and procedures,
including legal hold policies and procedures to
address the Digital Haystack problem.
