We are excited that we will be joined by Hon. Paul S. Grewal, U.S. Magistrate Judge, U.S. District for the Northern District of California and who recently wrote Apple, Inc. v. Samsung Elecs. Co. Ltd. (N.D. Cal. July 25, 2012) that addressed spoliation issues, Hon. Richard A. Kramer, Superior Court of California for the County of San Francisco, including presiding over the Complex Litigation Department, and Hon. Ronald J. Hedges, former United States Magistrate Judge in the U.S. District Court for the District of New Jersey and noted e-discovery expert.

They will present "The View from the Bench on Preservation" on at 1:30 p.m. on Friday, September 28.


The 2012 Conference on Preservation Excellence, the first legal conference focused exclusively on improving legal preservation process, will provide comprehensive sessions with nationally recognized experts and ample opportunities for peer-to-peer learning.

We frequently hear from legal professionals that there is a need for more guidance and clarity in the area of data preservation and legal holds.  The costs are too high.  The risks too great.  The rules too uncertain.  Unlike typical e-discovery conferences that can at best provide a cursory overview, this conference is designed to drill down into the step-by-step realities of the preservation process.

By gathering leading e-discovery experts and jurists together with in-house practitioners, the Conference on Preservation Excellence will provide a collaborative forum for participants to elevate the discussion and explore best practice.

The curriculum will emphasize real-world techniques for navigating the challenges of preservation and meet the standards of care demanded by the courts — while minimizing the burden in terms of both costs and labor.

We hope you will join us September 27-28 at the Nines Hotel in the heart of Portland for this first-of-its-kind event that can benefit you and your organization immediately.


The Conference is designed for General Counsels, litigation support professionals, outside counsels, paralegals, records managers and IT professionals who have a desire to take control of preservation. 


The 2012 Conference on Preservation Excellence will zero in on the realities of the preservation process and will answer some questions heard frequently:

  • What leads a judge to issue spoliation sanctions?
    The judicial panel, including U.S. Magistrate Paul Grewal who issued an adverse inference against Samsung in Apple v. Samsung, will share their thoughts and experiences so you can understand what the courts expect today.
  • How can I avoid the pitfalls of "saving everything?"
    Learn about instituting a defensible document retention plan and how to appropriately scope a litigation hold.
  • How much do preservation and legal holds really cost?
    The lead researcher on a landmark RAND Corp. study published in April will share his findings on the hidden costs of preservation.
  • What should I do if I do everything right and spoliation still happens?
    Hon. Ron Hedges leads a panel “When Preservation Is A Real Challenge” on what to do about social media, accidental spoliation and stopping a ‘bad actor.’
  • How can I reasonably release a legal hold (if ever)?
    Right before lunch on Friday, “Managing the Duty to Preserve and Releasing the Hold” with eDiscovery Journal’s Mikki Tomlinson will discuss this sticky issue.
  • What are three things I can do right now to be ready and control costs?
    The first panel on Thursday “Creating the Foundation” examines the proactive steps you can take so that you are ready the next time litigation arises.
  • What is the ‘state-of-the-art’ in preservation among leading companies?
    In-house legal experts from Hess, Allianz, Assurant and others will share their experiences, as well as outside counsel to elite companies. In addition, the conference will be attended by dozens of peers from which you can learn and share your experiences.

You will get answers to these questions and so much more (while earning CLE credits) from the detailed curriculum on the preservation process from a slate of nationally recognized speakers. The 2012 Conference on Preservation Excellence will provide a collaborative forum for participants to elevate the discussion and explore best practices.