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Ten Tips to Ensuring a Smooth Document Discovery Project
Ian D. McCauley (Bayard, P.A., a Meritas Member Firm)

Every business, no matter how small, will eventually find itself the target of a request for production of document. This article discusses basic considerations to help efficiently run a large-scale document project.

Resource Details
Interest Area: Litigation and Dispute Resolution, Information Governance
Region: Global
Helping Companies Avoid Theft of Trade Secrets: Best Practices (United States)
Kana Caplan (Krevolin Horst, a Primerus member firm)

Trade secret litigation is becoming ever more prominent for a variety of reasons.

This article discusses best practices for avoiding trade secret theft and prevailing if trade secret litigation is necessary.

Resource Details
Interest Area: Information Governance, Employment and Labor, Technology, Privacy, and eCommerce
Region: United States
Checklist for Website Risk Management
Fisher Phillips
6 pages

This checklist provides a high-level summary of best practices and issues to look for in assessing risk associated with data processing and sharing through websites and apps.

Resource Details
Interest Area: Information Governance, Technology, Privacy, and eCommerce
Region: Global, United States

In today’s rapidly evolving digital landscape, traditional records retention schedules are no longer sufficient. As organizations face increasing recordkeeping requirements, emerging privacy rules, and the need to embrace AI, retention policies must evolve from a “check-the-box” task into a strategic policy that drives compliance, eliminates data minimization conflicts, and enhances productivity. Join Kaye Cyrus, Director of Legal and Compliance at Office Practicum, and Mark Diamond and Tom Mighell from Contoural, for this insightful Webcast to learn how to create a modern, compliant, and easier-to-execute records retention schedule. 

Key Takeaways: 

• Understand the elements of a modern schedule: Integrate compliance, privacy, and business value into your records retention policy. 
• Resolve data minimization and recordkeeping conflicts: Resolve potential conflicts between retention rules and privacy data minimization mandates. 
• Enable automation: Design a schedule that supports automated classification and disposition for improved efficiency. 
• Foster AI Alignment: Learn how a schedule can either help or hurt compliant use of generative AI. 
• Build consensus: Learn strategies to align business groups on what information to retain, how long to keep it, and what can and should be defensibly deleted. 

 Generously sponsored by Contoural and theInformation Governance Network   

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This program originally aired on June 3, 2025. Please note that this program recording is not eligible for CLE/CPD credit.

In the new federal enforcement landscape corporations are squarely in the crosshairs.  From transnational criminal probes and increased individual accountability to state-driven consumer protection and healthcare fraud crackdowns, enforcement agencies are ramping up investigative activity across many sectors.

In this timely webinar, Troutman Pepper Locke’s White Collar Litigation + Investigations team will break down how shifting enforcement priorities are impacting corporate legal departments, and how lawyers can help clients proactively manage risk and respond effectively.  Whether you're advising on internal investigations, compliance, M&A due diligence, or litigation strategy, this session offers practical insights into the evolving threat environment.

Key Topics to be Covered:

  • Responding to Subpoenas, Civil Investigative Demands (CIDs), and Search Warrants amid rising DOJ and state AG activity;
  • Witness Representation & Proffer Strategy under the administration’s push for individual accountability; 
  • Enforcement Trends Hitting Corporations: 
    • Cartel and transnational crime-linked FCPA scrutiny,
    • Increased False Claims Act cases in healthcare and PE,
    • State-level crackdowns on data privacy, consumer protection & ESG,
    • Legal risks surrounding internal DEI initiatives; 
  • Compliance & Internal Investigations: What still matters—even if you’re not a current target.


Presented by:

Samuel Rosenberg
Senior Counsel
Atlas Crane Service, Inc.

Allison O’Neil
Partner & Practice Group Leader, White Collar Litigation + Investigations
Troutman Pepper Locke

Ryan DiSantis
Partner, White Collar Litigation + Investigations
Troutman Pepper Locke

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In today's litigation environment, the threat of nuclear verdicts—massive monetary judgments that can destabilize corporations, trigger financial crises, and damage brand reputation—has become a critical concern for corporate counsel. To effectively protect organizations from catastrophic legal exposure, corporate legal teams must adopt a synergistic, multidimensional defense strategy that leverages trial expertise, appellate advocacy, and insurance recovery.

This Texas-CLE program, led by Haynes Boone attorneys Victor Vital (Trials), Mark Trachtenberg (Appellate), and Emily Buchanan (Insurance Recovery) with additional insights from Ritu Gupta (Assistant Vice President-Senior Legal Counsel at AT&T Services, Inc) offers an in-depth discussion on how corporate counsel can proactively eliminate, mitigate, or defend against the risk of nuclear verdicts. Through real-world case studies, strategic insights, and proven methodologies, participants will gain practical tools for safeguarding their organizations against potentially devastating verdicts.

Key Topics:

  1. Understanding the Nuclear Verdict Phenomenon: Trends, drivers, and risk factors.
  2. Trial Strategy for Minimizing Risk: Narrative development, jury persuasion, and damages defense.
  3. Appellate Safeguards: Preserving error, shaping key issues, and securing favorable post-trial outcomes.
  4. Risk Shifting Strategies: Maximizing insurance coverage and leveraging indemnity obligations to facilitate settlements.


Presented by:

Ritu Gupta
Assistant Vice President-Senior Legal Counsel
AT&T Services, Inc.

Victor Vital
Partner, Trials
Haynes Boone

Mark Trachtenberg
Partner, Appellate
Haynes Boone

Emily Buchanan
Partner, Insurance Recovery
Haynes Boone

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This program originally aired on October 15, 2024. Please note that this program recording is not eligible for CLE/CPD credit.

During this webinar, an expert panel will share insights and lessons learned responding to international and Asian data breaches; this includes the latest threats and trends, along with the legal/regulatory impact and practical considerations when handling sensitive personal and commercial data (pre-, during, and Post-incident).


Presented by:

Jonathan Crompton
Partner, Head of Cyber Response
RPC

Stephen Morgan
Head of Digitial Forensics & Incident Response, APAC
AON

Mark Brannigan
Managing Director
Consilio

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