About the Meeting

Join the Electronic Discovery Institute (EDI) for its inaugural Spring Meeting, in sunny San Diego, California! For this new venture, EDI is thrilled to join forces with Qualcomm to host an exclusive meeting at their corporate campus on Thursday, April 27 - Friday, April 28, 2017. We welcome you to be a part of this exciting new program as we dive into a fresh pool of 2017 issues.

Over the past several years, EDI’s programming has become synonymous with influential scholarship due to the relevance of its sessions. EDI’s distinguished faculty are carefully selected for their dedication to the advancement of thought leadership and advocacy.

Particularly for in-house counsel, EDI’s Spring Meeting offers a relaxed, open environment in which attendees will benchmark with peers, all while perfecting an understanding of eDiscovery, technology and the practice of law.

We look forward to seeing you there!



MEETING Schedule

April 27, 2017

5:00 - 6:30 pm | Welcome Reception & Qualcomm Museum Tour

6:30 - 7:45 pm | Screening of The Decade of Discovery

followed by a Q&A presentation by Jason R. Baron & Patrick L. Oot


April 28, 2017

8:00 - 8:30 am | Registration, Breakfast & Opening Remarks

8:30 - 9:30 am | Opening Session | Buyers, Sellers & Wind-Downs

9:30 - 9:40 am | 10-Minute Shuffle

9:40 - 10:40 am | Session | Periscope Up: How to Staff & Set-Up A TAR Matter

10:40 - 11:00 am | Refreshment Break

11:00 am - 12:00 pm | Session | Hooray for Hollywood: The Role of Testifying, Consulting Experts, 30(b)(6) & Fact Witnesses

12:00 - 1:00 pm | Luncheon

1:00 - 2:00 pm | Session | ESI & Discovery Disputes in California

2:00 - 2:10 pm | 10-Minute Shuffle

2:10 - 3:10 pm | Session | Pacific Clouds: What the Tools Can & Can't Do

3:10 - 3:20 pm | Shuffle

3:20 - 4:20 pm | Session | Game Over: Ending Custodian-Based Over-Preservation Using 26(b)(1) & 37(e)

4:20 - 4:30 pm | Refreshment Break

End of Program





All Spring Meeting registrants are invited to attend an arrival reception on Thursday, April 27th from 5:00 PM to 8:00 PM. The evening’s agenda will include cocktails, hors d’oeuvre and guided tours of the Qualcomm Museum. The reception will be highlighted by a screening of the film, The Decade of Discovery, followed by a Q&A presentation featuring Jason R. Baron & Patrick L. Oot. 



Program Agenda


Buyers, Cellars & Wind-Downs

It has been said that Barbara Streisand has a shopping mall in her Malibu basement.  Similar surprises are normal in a world of mergers and acquisitions – you never know what the inventory of Electronically Stored Information (ESI) will reveal when the deal has closed or the doors have shut.  This session will discuss the issues and risks associated with ESI management, as well as the preservation expectations companies face during the acquisition process, divestiture or bankruptcy.


Hooray-for-Hollywood: The Role of Testifying, Consulting Experts, 30(b)(6) & Fact Witnesses

With the cameras rolling at depositions these days, you might wonder if deponents will soon be eligible for admission into the Screen Actors Guild. All jokes aside, ESI witnesses play an important role in litigation and investigations.  This panel will provide participants with the often confusing roadmap and strategy on how best to manage an ESI deposition or interview, how to define roles and how to draw the line on scope.


Periscope Up: How to Staff & Set-Up a TAR Matter

We’ve all heard how great TAR can be in litigation more times than the number of boats in San Diego Marina. Yet, there has been very little discussion on how to deploy TAR in litigation.  This panel will explore the best litigation strategies an ESI Liaison might use in a TAR protocol.  From managing the court-ordered protocol, to assigning roles and resources, to motion practice, this panel will cover the waterfront when implementing TAR.


ESI & Discovery Disputes in California

From a litigation and regulatory perspective, California exceeds as one of the country’s most challenging states for business.  While the Federal Rules of Civil Procedure have been changed to assist producing parties in narrowing the scope of burdensome ESI discovery, California is still working from five-year-old rules.  Join this panel to hear strategies for effective arguments in California to limit the discovery burden on producing parties.


Pacific Clouds: What the Tools Can & Can’t Do

More and more organizations are moving to the cloud, yet many are unprepared to make the transition.  Counsel and eDiscovery teams are unfamiliar with the capabilities that exist in the tools.   Join this session of cloud-users (both long-term users and newbies) for a deep discussion of what to expect for the future of discovery from the cloud. 


Game Over: Ending Custodian-Based Over-Preservation Using 26(b)(1) & 37(e)

This panel will discuss strategies, protocols and tools to help put an end to massive over-preservation. As often used, the custodian based approach to preservation retains too much, and presents too much cost and risk, particularly in the era of data-breach.  This discussion will also examine how Federal Rules 26(b)(1) and 37(e) work together to allow litigants to limit over-preservation by scoping discovery properly as related to the claims and defenses in the matter, while meeting their ethical obligations.




Participating Organizations









Thursday | April 27

Qualcomm Corporate Campus | Main Lobby

5775 Morehouse Drive

San Diego, CA 92121


Qualcomm Corporate Campus | AZ Conference Center

10155 Pacific Heights Blvd

San Diego, CA 92121