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Minneapolis, MN Forum
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9/18/2014 to 9/19/2014
When: September 18th - 19th
8:00am until 5:00pm
Where: The Commons Hotel
615 Washington Ave, SE
Minneapolis, Minnesota  55414
United States
Contact: Jeri Lou McKinney

Online registration is closed.
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                      Please join us for the 2nd Annual Minneapolis, MN Forum 

Location: The Commons Hotel 

Hotel Reservation Link: (Hotel Rate: $159 per night) Due date for hotel reservations: August 18th. 

Forum Fee by Membership Type:
Corporate, Academic, Non-profit and Government members: $150 per person 
 - additional member from same company: $75 (Send email to, to receive code for discount promotion)

Consultant, Lawyer, Software & Service Providers: $1595 per person

Non-members: $1795 per person 


                 Minneapolis, MN Forum



Thursday, September 18th, 2014



7:45am                              Registration: Pinnacle Ballroom


7:45 – 8:30am                  Breakfast


9:00am                              Welcome Message


8:30 – 9:15am                     Members’ Roundtable Introductions

9:15 – 10:00am                   The Biggest Challenges facing Privacy & Security, IG, Data Analytics, eDiscovery or Big Data – 


 Facilitators: Bill Belt (Deloitte), Don McLaughlin (Falcon Discovery) and Robert Stangler (Ameriprise Financial)


10:15 – 11:00am                In-house & Outside Counsel Collaboration

Facilitators: Anne Kershaw (Knowledge Strategy Solutions™,Columbia University), Melissa Anderson (3M) and Marcy Heronimus (CenturyLink)




 11:15–12:00pm                 Can Anyone Speak for YOUR COMPANY When the NSA Wants Your Information?

Moderator: Mike Geske (Geske Counsel)


1:00 –1:45pm                    Corporate Vision for Information Governance

Discuss Best Practices: Developing R.O.I. to sell the value of an IG Program

Facilitators: Phyllis Elin (Recall) and Mike Geske (Geske Counsel)


2:00 –3:00pm                     Mock Scenario

30(b)6 Preparation to explain Collaborative    Knowledge Strategy utilizing Sharepoint

Defense: Anne Kershaw (Knowledge Strategy Solutions™,Columbia University), Bill Belt (Deloitte)

Plaintiff: Don McLaughlin (Falcon Discovery) and George Socha (Socha Consulting) 

3:15 – 4:15pm                   Technology Tools & Best Practices

Sharing experiences and practices with ECA tools, data analytic solutions, review platform efficiency secrets and what should be outsourced to vendors

Facilitators: Bill Belt (Deloitte),  Robert Stangler (AMPF), Beth Rauker (Medtronics) and Valerie Lloyd (Excel Energy)



4:30 – 5:00pm                   New EDRM Model Overview

                                                Moderator: George Socha (Socha Consulting)


5:00pm                                Forum Adjourns


5:00pm - 6:00pm               Reception (Hotel)



Friday, September 19th, 2014  



8:15am – 9:00am                   Breakfast


9:00am – 12:00pm          Membership Type Sessions

 ·      Corporate-Only Session

     Location: Pinnacle Ballroom

 Moderators: Jeri Lou McKinney (CKS) and Bill Belt (Deloitte)


 ·      Consultants, Lawyers, Industry Experts, Service & Technology Providers, Academic, Student & Non-profit

    Location- Pathways Room

Moderators: Anne Kershaw (Knowledge Strategy Solutions™,Columbia University) and Phyllis Elin (Recall)



Organizational Sponsors:

BIA , Equivio, Lighthouse eDiscovery, ThinkRazor 

                                                 Minneapolis, MN Forum Sponsor: Falcon Discovery


Membership Registration:

Minneapolis, MN Forum Registration:

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