New Group on Structured Data

Following the August 25th webinar on structured data, we've created a Structured Data group to continue the discussion brought up during the online meeting. See the questions posed by your peers and Deidre and David's answers -- and post your own comments and questions! You can access the meeting slides and listen to the recording all from this group, too. Click here to join the group or navigate using the Groups tab, then click into Structured Data -- it's our featured group at the top of the page! (Note that you'll need to become a member of the PN site to join any of the groups.)

NEW RESOURCE: MEMBER-REQUESTED RESEARCH

Starting in July, members can run survey questions polling the CGOC community. Designed to extend the CGOC's networking benefits and fill the members' requests who are looking for very targetted data points as they review and revamp their internal processes, these research questions can be posed to the broad membership or focused by stakeholder group (legal, RIM, or IT); company type and size; or industry.

As always, survey responses are anonymous and the results are available to members. Have some questions you'd like posed to the membership? Contact Virginia to get them pushed out to your peers! Virginia Dickson (virginia@cgoc.com)

See the Results of the Member-Requested Survey on RIM P&P Manuals

One of our RIM members was looking for peer benchmarking data on how companies are managing their manuals for RIM policy and procedures -- specifically who reviews them and once published who is bound by the policy. 69% of all responses state that Board Members, Contractors, and Vendors are all bound by their retention policy.

See the results: CGOC Member-Rqstd Survey July 2011 RIM PP Manuals.pdf

UPCOMING EVENTS


CGOC Summit 2012
Featuring guest speakers from UBS, Novartis, Fidelity Investments, SEC, NARA and more
February 29-March 1, 2012; Washington, DC
Registration: $650 (fee includes all meals).
» Register today

Structured Data: Challenges and Opportunities with Application Governance and Retirement
Webinar - December 8, 10am Pacific
In this webinar, guest speakers David White, Partner, Seyfarth Shaw and Jake Frazier, Esq., MBA, WW Information Governance, IBM share their combined experience with Global 1000 IT information organizations, structured systems and client ediscovery issues. They outline how companies can achieve tangible improvements in operational and capital cost efficiency, IT administration cost savings, and increased data protection without introducing risk to the corporation.
» Download the proceedings (link takes you to CGOC.com)

Defensible Disposal Benefits and Barriers
These one-day workshops for IG stakeholders brought together corporate leaders from legal, RIM, and IT to share their perspectives on the following topics:

• The Delta Between Prevailing Preservation Practices and Legal Nirvana
• Case Study: Considerations and Planning for Legacy Data Clean Up
• Discussion Panel: Should Records Retention Schedules Support the Business Value and Need for Information?
• The Operational Issues That Challenge IT
• Strategies for Designing Governance In and Old Data Out

Hosted by CGOC partners Seyfarth Shaw and Pillsbury Winthrop.

Download the proceedings (link takes you to CGOC.com)

Revolutionizing the Retention Schedule for the Modern Era
Webinar - October 14, 2011
With guest speakers Lorrie Luellig, Of Counsel, Ryley Carlock & Applewhite and CGOC RIM Practice Group leader; and Peter Kurilecz, CRM CA, IBM Sr. System Architect for Compliance Portfolio and CGOC RIM Practice Group Liason.

The problem is clear: the exponential growth of information within companies is an impending crisis of cost and risk. The solution is also clear: a strong information governance program provides the structure to enable defensible disposal. Yet, achieving defensible disposal is elusive and the irony is that the tool to open the channel for routine and defensible disposal already exists, in some form, within most companies: a retention schedule.

In this conversation between Lorrie Luellig and Peter Kurilecz, two thought leaders discuss how the modern, executable retention schedule can open a channel for routine disposal and enable Records Managers to help stem the rising tide of information.

They discuss the impending crisis of exponential data growth from a legal, RIM and IT perspective and examine how the CGOC RIM Practice Group’s elements of an executable retention schedule help overcome the barriers to defensible disposal of information.

Download the proceedings (link takes you to CGOC.com)

Designing your Information Governance Program: A Stakeholder-Focused Discussion on Designing your Legal, Records and Governance Processes for Enterprise Execution
October 6, Basel, Switzerland
With guest speakers Eckhard Herych, Global Head Information Records Management, IGM - Corporate Information Governance Management, Novartis AG; Christian Zeunert, eDiscovery Manager, Swiss Re; David Rosenthal, Counsel, co-head of the IT Practice team, Homburger AG; Deidre Paknad, CGOC Founder and Director of Information Lifecycle Governance Solutions, IBM

Designed for corporate practitioners from legal, records, and IT, this one-day workshop included shared practices from corporate leaders on how to garner executive sponsorship and measure benefits when designing your information governance program. Afternoon break-out sessions offered facilitated discussions defining the risk and cost reduction benefits to drive executive support and change management. The moderator incorporated business case tools, observations from the discussion groups, and practitioner experience.

Download the proceedings (link takes you to CGOC.com)

Business Applications and Structured Data: eDiscovery, Compliance and Disposal Implications
Webinar - August 25, 10am Pacific

Featuring guest speakers Deidre Paknad, CGOC Founder and Director of Information Lifecycle Governance Solutions at IBM, and David White, Partner, Seyfarth Shaw LLP.

Download the proceedings (link takes you to CGOC.com)

U.S. Privacy Law Trends, Trajectory & Social Media Acceleration
Webinar - August 17, 10am Pacific
Featuring guest speakers Deidre Paknad, CGOC Founder and Director of Information Lifecycle Governance Solutions at IBM, and David White, Partner, Seyfarth Shaw LLP.
Download the proceedings (link takes you to CGOC.com)

What You Need to Know About SoLoMo
Webinar - August 10, 10am Pacific
Featuring guest speakers Jake Frazier, Managing Director at Huron Consulting Group Inc., and David Stanton, Partner, Pillsbury Winthrop Shaw.
Download the proceedings (link takes you to CGOC.com)

Spring Series Regional Executive Meetings
Prevailing Practices — Peer Benchmarking & Common Breakdowns in Preservation and eDiscovery

San Francisco - Houston - Chicago

These 1/2 day executive meetings picked up where the CGOC Summit discussion left off -- as they continued the exploration of best practices in executing an information governance program that reflects the needs of legal, RIM, and IT.

Download the proceedings (link takes you to CGOC.com)

Ediscovery Beyond Email: Structured Data, International Discovery, and Social and Mobile Media

New York City - June 15

This regional CGOC meeting focused on issues corporate litigants face in dealing with preservation and collection on structured data, international discovery, and social and mobile media. We discussed approaches and limitations on social and mobile media with a mock discovery hearing presided over by Judge Peck with David Stanton of Pillsbury and Jake Frazier of Huron Legal. David White of Seyfarth Shaw will led a discussion on the complexities and considerations in preserving and collecting structured data including crossborder information. Glen McFarlane of JPMC and Deidre Paknad, CGOC founder, led a discussion on prevailing practices for case management staffing and data source cataloging.

Download the proceedings and key resources from the meeting (link takes you to CGOC.com)

New Practice Group: Information Governance

The Information Governance Practice Group is co-chaired by Bill Chulak from Amgen and Eck Herych from Novartis. The initial goal of the group will be to define the job description, business metrics and impact, and key objectives for the Head of Information Governance. Gartner predicts that this will be the emerging executive, stating that 75% of global companies will soon have created this new position.
» Sign up now for the IG Practice Group.

New Practice Group: Prevailing Practices of Preservation and eDiscovery
The Prevailing Practices of Preservation and eDiscovery Practice Group, co-chaired by Robert Levy from ExxonMobil, Tom Lahiff, attorney, and Shaun Saldanha from TD Bank, launched in April. The initiative kicks off with a member-wide survey.
» Sign up now for the Prevailing Practices of Preservation and eDiscovery Practice Group

CGOC Zurich 2011
Corporate practice leaders from Swiss Re, Novartis, and more exchanged benchmarks and best practices. Over a day and half, these corporate leaders shared their approach to ediscovery, operationalizing retention programs, linking preservation and disposal of information, and optimizing archiving to retain what they need to and no more.
Download Proceedings

Discovery and Disposition — From Strategy to Execution
Join us at this live webinar with Novartis’s Global Head Information Governance Management, Eckhardt Herych. He will share his breakthrough approach to establishing a global retention program that enables rigorous discovery and defensible disposal and how he galvanized management support with a compelling business case.
» Watch the replay from this April 5 webinar!

CGOC Summit 2011
Guest experts from ExxonMobil, Wells Fargo, Bank of America, Novartis, Travelers, Amgen, Pillsbury Winthrop, Husch Blackwell Sanders, and Seyfarth Shaw, plus The Honorable Andrew J. Peck and The Honorable Richard A. Kramer
January 19-20, San Francisco

The focus on ediscovery is quickly giving way to a focus on the relationship of ediscovery processes, retention and information management practice, and high volume of data combined with an inability to dispose of it. Leaders of change and operational excellence recognize this important shift. They understand that the high cost of ediscovery is inextricably linked to the high volume of data and, quite often, the high volume of data is linked to poor legal hold and retention practices.

A recent CGOC survey found that 98% of legal, RIM and IT stakeholders agree that defensible disposal and improved compliance are critical objectives — but only 22% routinely dispose of information today and only 25% felt they had the right organizational and responsibility model. 85% cited lack of systematic collaboration across legal, RIM and IT as the biggest challenge and the biggest opportunity for information governance.

The 7th Annual CGOC Summit focused on building strong bridges across functions to get the right stakeholders in place, address the structural and organizational barriers, and help galvanize executive sponsorship and process change to systemically reduce risk and cost.

Download Proceedings

New England CGOC Meetings: Rigorous Discovery, Defensible Disposal Case Studies
September 22 - Boston, MA; September 23 - Hartford, CT
Speakers: Jennifer Crawford, Bank of America; Tina Gibson, Devon Energy; Tom Lahiff, Attorney and Consultant; and Dan Kulakofsky, Travelers.
Jennifer Crawford provided a case study on Bank of America's world-class retention program, its compliance and defensible disposal objectives, and their cost savings to date. Tina Gibson shared Devon Energy’s ediscovery audit program, the importance of monitoring and measuring your process, and the audit checklist that helps them ensure rigorous discovery and enable defensible disposal. Dan Kulakofsky shared how he shaped Travelers' rigorous and impressive ediscovery program, and how that enables defensible disposal. Download their presentations.

A Presentation of the CGOC Benchmark Report on Information Governance
On September 14, CGOC founder Deidre Paknad disclosed the critical findings from the CGOC’s 6-month survey of Fortune 500 legal, IT, and RIM stakeholders. Watch the replay to hear more detail from these initial results:

• 80% of companies have weak or strained linkage between Legal, IT and RIM functions and processes
• 54% gave themselves a grade C or worse for information governance practices
• 2/3 of IT staff said the responsibility model and collaboration with legal doesn't work

Download her presentation or view the webinar replay.


Discovery in the Cloud with Novartis's Pam Roberts
On June 29th, Pam Roberts from Novartis shared her diligence checklist to identify challenges and related solutions for electronic discovery in the cloud environment. Download her presentation or view the webinar replay.


Rigorous Discovery, Lower Litigation Cost
On June 30th our Dallas CGOC meeting covered how to effect rigorous discovery yet lower litigation cost. Hosted in the stunning Tenet Healthcare downtown offices, our Dallas attendees networked over lunch (see the photos) following the practical advice from Halliburton's Liz Schimmel and Devon's Tina Gibson. Download their presentations..


Legal Holds & E-Discovery Under Pressure
Download the presentations from Robert Levy of ExxonMobil, Tina Gibson of Devon Energy, Amir Alavi of AZA, and Deidre. See what strategies and practical advice they shared in light of the Rimkus and Pension decisions; get Tina's audit checklist; and see steps on how to get every efficiency possible to scale strained staff yet ensure a rigorous process.


Kim Borzick shared Abbott's approach to reducing legal risk and cost in data collection. Listen to the replay and download the presentation from this May 20th online CGOC meeting. .
Do you have a question for Kim, Rani, or me? Ask it in the Collections group.


An introduction of the IMRM with the preliminary results from the information governance survey. Some surprising results:
• 80% of companies have weak or strained linkage between Legal, IT and RIM functions
• 54% gave themselves a grade C or worse
• 2/3 of IT staff said the responsibility model and collaboration with legal doesn’t work

... more events

Since 2004, CGOC has uniquely focused on retention, preservation, and privacy and has provided practitioners a place to learn from experts and benchmark with their peers. Now, CGOC has launched a professional network that combines that unique focus with the ability to engage and interact online. The CGOC professional networking site has a variety of features to allow relationships to be built and best practices to be shared across the community.

Whether you have a simple question you need answered, are looking for a consultant with specific expertise, or have an opinion you’d like to share, you’ve come to the right place!

With the CGOC Professional Network, you can:

• Create your own or join an existing group within the community to find members with similar interests and roles
• Create your own blog to start dialogue between your peers on what you care about – retention policies, legal hold advice, data protection and privacy laws?
• Personalize your profile page with text boxes, profile answers, photos, and your latest articles and speaking engagements as resources for others
• Invite your colleagues to join
• Click “follow” at the bottom of any discussion thread to receive an email when others comment

We hope you will find the expertise and engagement online a valuable complement to CGOC events! I welcome your suggestions ... just post them on my page or send me an email.

Deidre Paknad
CGOC Founder