Moderator, George Socha | Reveal Data

George is the Senior Vice President of Brand Awareness at Reveal, where he promotes brand awareness, helps guide development of product roadmap and consults with customers on effective deployment of legal technology. Named an “E-Discovery Trailblazer” by The American Lawyer, George has assisted corporate, law firm, and government clients with all facets of electronic discovery, including information governance, domestically and globally. He served clients in a variety of industries including pharmaceutical, energy, retail, banking and technology, among others.

Susan Wortzman | McCarthy Tétrault

Susan is a partner in the Toronto offices of McCarthy Tétrault and leads the firm’s e-Discovery and information management practice. Susan was named one of the Top 25 Most Influential Lawyers in 2020 by Canadian Lawyer Magazine and in 2023, Susan was named an AI Visionary by Relativity.

Jaime Raba | Seyfarth Shaw

Jaime’s legal practice is dedicated to information governance including eDiscovery litigation response, information security, and information technology issues.

Jaime draws on his technical background in advising clients on matters involving data analysis, privacy, forensics, legacy systems, and technology risk management. He counsels clients on cost-effective eDiscovery in complex litigation proceedings on topics including preservation, litigation holds, collection, review, production, and complex privilege issues.

An experienced litigator, Jaime has represented clients in disputes involving intellectual property, software licensing, labor and employment, fraud, unfair competition, securities, RICO, bankruptcy, real estate, and legislative intent. Before becoming an attorney, he worked as a systems analyst and systems administrator.

I. GenAI disclosure requirements and meet-and-confer obligations | 1:00pm – 1:10pm

II. Validation methodologies and recall targets that satisfy judicial scrutiny | 1:10pm – 1:20pm

III. Essential transparency practices to avoid “black box” challenges | 1:20pm – 1:30pm

IV. Real-world protocols from recent ESI orders | 1:30pm – 1:40pm

V. Best practices for explaining AI technology to opposing counsel and courts | 1:40pm – 1:50pm

VI. Q&A | 1:50pm – 2:00pm