Advisory Board

A Distinguished Advisory Board Guides ACEDS

ACEDS is built on the knowledge and contributions of the experts who have labored in the field for years and will advance the goals we all share of facilitating the delivery of justice in all courts efficiently, economically and effectively.

Alvin Lindsay, CEDS Partner | Hogan Lovells | ACEDS Advisory Board Chair

Alvin LindsayAs a Miami partner of the international law firm Hogan Lovells, he has litigated in US federal and state courts and international courts of arbitration for nearly two decades. A leader in the field of electronic discovery, he has been at the forefront of some of the most significant product liability cases in recent times, including those involving commercial airline disasters, drywall from China, pharmaceutical products, vaccines, tobacco, medical devices, cosmetics, yachts, automobiles, and consumer goods. He co-chairs the firm’s Electronic Information Group and is often quoted in the media in matters regarding technology and litigation, and electronic evidence. He earned his JD magna cum laude, Order of the Coif., University of Miami School of Law, and BA from the University of Southern California.

Lael Andara Partner | Ropers Majeski Kohn Bentley

lael_andara_webA partner in the Silicon Valley office of Ropers Majeski, he focuses on technology and intellectual property litigation, with a particular emphasis on patent litigation. A registered Patent Attorney with an AV Preeminent peer rating from Martindale-Hubbell, he has developed and initiated strategies in high-stakes intellectual property disputes, including patent, copyright, trademark, false advertising, licensing, ITC investigations and trade secret matters. With a leader in cutting-edge legal technology, he has pioneered advancements in e-discovery to enhance his practice by reducing costs while increasing efficiency and security of his client’s information. He is also the chair of his firm’s e-discovery practice group. He has a reputation for managing complex disputes efficiently and creatively, and counsels both domestic and international clients on a wide variety of IP matters, including IP acquisition, portfolio management, litigation, and licensing.

John M. Barkett Senior Partner | Shook, Hardy & Bacon LLP

John M. BarkettChairman of the ABA’s National Institute on E-Discovery and a thought leader in the field, he is a partner in the Miami office of the international law firm, Shook, Hardy & Bacon LLP. A specialist in litigation and commercial arbitration in several areas of law, he has been a practicing lawyer for 35 years. He is an adjunct law professor on e-discovery at the University of Miami Law School and is the liaison to the Federal Civil Rules Advisory Committee of the ABA Section of Litigation. He authored the books, E-Discovery: Twenty Questions and Answers (2008) and The Ethics of E-Discovery (2009) (both by First Chair Press, Chicago). He has also published several articles on e-discovery, including Walking the Plank, Looking Over Your Shoulder, Fearing Sharks Are in the Water: E-Discovery in Federal Litigation? (Duke 2010 Conference, May 2010). He earned his JD from Yale Law School and BA from the University of Notre Dame.

Barbara Bennett Co-Founder, ALSP | E-Discovery Manager | Stout Risius Ross

barbara_bennett_webCo-founder and past president of the Association of Litigation Support Professionals,  she is a computer forensics veteran with 30 years of experience in the legal industry and a senior e-discovery manager at the financial advisory services firm Stout Risius Ross. Here she leads the company’s Dispute Advisory & Forensic Services group in managing complex discovery projects in cases involving IP theft, business technology, copyrights, patents, trademarks, employment disputes, and more. She has an extensive background in internal investigations and frequently presents on topics of project management, e-discovery and litigation support. Previously, she was the Litigation Support Manger at Dickinson Wright, the 300-attorney national law firm, where she served as a strategic resource for e-discovery, document collection, and other practice support needs.

Dale Beauchamp Chief, Technical Services Branch | US Transportation Security Administration

Dale BeauchampChief, Technical Services Branch, Office of Information Assurance and Cyber Security Division, US, Transportation Security Administration (TSA), he manages groups that work in focused operations, computer network defense and secure infrastructure and testing in support of TSA in e-discovery, digital forensics, intrusion analysis, malicious code reversing engineering and data recovery. His teams oversee digital evidence collection and analysis in hundreds of single user and enterprise-wide collections. He manages the computer network defense team, which monitors TSA networks for cyber threats, and a group that tests new technologies for compliance and vulnerabilities. Previously, he was a forensics and intrusions instructor at the Defense Cyber Investigations Training Academy, where he developed courses on live network investigations and deployable forensics for law enforcement agencies at all levels that investigate high tech crimes and gather intelligence. Early in his career, he was a Maryland State Trooper, where he worked as a computer forensic investigator providing digital forensics analysis support to criminal and administrative investigations.

James Bickley, CEDS Director, Disputes & Investigations | Navigant

james_bickley_web3Director in Navigant’s Disputes & Investigations division, he brings more than 14 years of extensive experience advising corporations, law firms and government entities in matters involving e-discovery, forensics, data breach and cyber security, application development, predictive coding, discovery management, in addition to all phases of information lifecycle management. A CEDS, he has experience across the entire spectrum of the e-discovery process, from document collection to the defense of privilege logs, and all steps in between. He regularly advises clients on e-discovery and privacy related issues, including negotiating with opposing counsel and government investigators concerning the preservation of structure and unstructured data, search and data analytics, early case assessment (ECA), processing and production of electronically stored information (ESI), records and information management, technology issues, cost considerations, ethical issues, and the use of advanced technologies and computer forensics as investigative tools.

Scott M. Cohen, Director, E-Discovery Support Services | Winston & Strawn

scott_cohenDirector of E-Discovery Support Services at Winston & Strawn, he is responsible for all aspects of the firm’s litigation support technology, e-discovery operations and document review center management. Throughout his career, he has worked in a consultative capacity with law firms and corporate legal departments enabling them to effectively leverage technology in all legal practice areas. With a focus on e-discovery, records management, and litigation readiness, he advises firm lawyers and clients on a wide variety of technical issues relating to discovery in complex litigation. A member of the Sedona Conference Working Group on Electronic Document Retention and Production, he is a frequent writer and speaker on a variety of topics ranging from e-discovery best practices and legal cost control to leadership development, performance management and staff mentoring in legal organizations. Prior to joining Winston & Strawn, he was the Practice Support Director for Proskauer Rose and, before that, the Director of Information Technology for MetLife.

Winlock Brown President | Litigation Central

windy_brown_webA former president of the Association of Litigation Support Professionals, she has an extensive background in consulting on data management challenges and managing vendors, particularly in large scale litigation. With her deep knowledge of technical and software options, she provides clients at Litigation Central with the insight to develop the best solutions for their specific needs. An attorney, she has consulted with both corporate and private law firms in a variety of matters, including assisting clients with software selection and implementation, data mapping, vendor management, departmental evaluations, litigation holds, litigation readiness, formulation of discovery plans, and creation of practice support groups. Previously, she served as director of practice support services for Holme Roberts & Owen, the national law firm that would later merge with Bryan Cave. She has authored numerous white papers on litigation support and e-discovery.

Joseph Farina, Retired Chief Judge| Florida 11th Judicial Circuit

farina_FITRetired Chief Judge of Florida’s 11th Judicial Circuit Court of Florida, he supervised operations of the Miami-Dade Court system, which is compromised of 123 judges and more than 500 administrative court staff, from 1995 to 2009. Highly regarded as an active and effective settlement judge who has handled and managed numerous settlements of complex suits, he presided over more than 3,500 cases, including complex business and financial disputes, class actions, product liability claims, death claims, and a substantial number of commercial and residential foreclosure cases among others. He also handled the asbestos and Chinese drywall calendars. He has been recognized by many national, state, and local organizations for his leadership, professionalism, and accomplishments, and was consistently selected one of the top judges in bar association polls during his 30 years on the bench. He serves as a neutral for JAMS, where he excels at settling thorny business disputes. Earning Florida Supreme Court’s Civil Mediator Certification in 2005, he is also the recipient of many awards for leadership, education, judicial achievement and professionalism. Previously, he served as Administrative Judge for the 11th Circuit Criminal Division and, before that, as the mayor of Miami Shores.

Stephanie L. Giammarco, CEDS Partner | BDO Consulting

Stephanie L. Giammarco, CEDSA partner at BDO Consulting, she leads the Computer Forensics and E-Discovery practice. For 16 years, she has provided litigation and investigative services to a wide range of Fortune 500 clients and law firms. Her consulting and advisory services have been provided in matters ranging from class actions, internal investigations, and securities and financial statement fraud. Using tools of computer forensics, e-discovery, data mining and electronic extraction, she has led complex financial fraud cases. She testifies on behalf of businesses concerning e-discovery practices and often speaks and presents papers on e-discovery and computer forensics topics.

Ervin A. Gonzalez Partner | Colson Hicks Eidson

Ervin A. GonzalezA partner at Colson Hicks Eidson in Miami, he is one of the nation’s premier trial attorneys, specializing over the past 20 years in products liability, class action, business litigation, medical malpractice and personal injury litigation. Board certified as a specialist in civil trial and business litigation law, he has achieved 21 multi-million-dollar jury verdicts and numerous settlements of that size. He is a past president of the Dade County Bar Association and Dade County Trial Lawyers Association, and past director of the Academy of Florida Trial Lawyers and member of the Florida Bar Board of Governors and its Executive Committee. A member of National Board of Trustees of the National Institute of Trial Advocacy, he has written numerous articles on various aspects of litigation, including e-discovery. He is an adjunct professor of litigation and trial skills at the University of Miami School of Law, where he earned, cum laude, his JD degree.

Jeffrey S. Jacobson, CEDS Director, Division of Law | State of New Jersey

Jeffrey S. Jacobson, CEDSDirector of the New Jersey Division of Law, he leads the organization that serves as legal counsel for all New Jersey state departments and other offices, as well as their officers and employees, while also representing the state in all legal matters including contract negotiations and civil lawsuits. A former litigation partner at Debevoise & Plimpton in New York, he focused his practice on the defense of consumer and securities class actions and the electronic discovery challenges presented by complex litigation and investigative matters in these and other types of legal matters. Recommended by The Legal 500 US (2013) for Securities Litigation and Data Protection and Privacy and recognized as a Securities Litigation “Star” in the IFLR Benchmark Litigation Guide (2013), he was a frequent author on class action defense and e-discovery strategies for various legal publications, including Bloomberg Class Action Litigation Reporter.

Ozzy Jimenez Chief Executive Officer | Driven

ozzy_driven_webCEO at Driven Inc., he oversees development and direction of his company’s business strategy and corporate vision. In addition , he coordinates the planning and direction of all organizational targets and standards for performance, quality, corporate culture, and legislative adherence. He also maintains and develops Driven’s values and reputation in the marketplace. Before joining Driven in 2005, he served as a Chief Operations Officer with a national real estate development firm. In this role, Ozzy was responsible for revenue, brand recognition, acquisitions, sales, training, staff development, and research/development of new markets. Previously, he served in numerous sales and marketing leadership roles with a track record of proven success.

Karen LaFleur Information Technology & Litigation Support Director | LeClair Ryan

karen_lafleurInformation Technology and Litigation Support Director for the national law firm, LeClair Ryan, in Richmond, Virginia, she heads development of the internal litigation support department for the firm’s 21 offices. A 17-year veteran of the legal industry, she excels at large e-discovery projects, complex litigation, trial work, and consulting with clients regarding e-discovery issues and project management. In addition to the firm’s e-discovery projects, she has managed workflow, and created and managed RFP processes. Previously, as a litigation support manager for a well-known service provider, she regularly delivered a host of large and complex data projects in an array of data formats and platforms. Having worked in every aspect of the litigation support industry has made her committed to the development and establishment of litigation support industry standards, and the growth of the industry. She also served the legal community as the Executive Vice President of the Association of Litigation Support Professionals and as the former Director of the Los Angeles Chapter of Women in E-Discovery.

Helen Bergman Moure, CEDS Principal | Lex Aperta

Helen-MourePrincipal of Lex Aperta in Seattle, which specializes in e-discovery legal advice and consulting, Helen Bergman Moure has been a commercial litigator in federal and state court for 17 years. Since 1999, she has devoted her practice to efficient, cost-effective e-discovery and document review services to clients ranging from entrepreneurs to Fortune 100 corporations. Previously, as a partner at K&L Gates in Seattle, she helped found the firm’s e-Discovery Analysis and Technology (e-DAT) Group and develop the Patterns document review software created by Attenex, now owned by FTI. She is very experienced in structuring and supervising projects involving all aspects of discovery, from custodian identification and retention to collection, processing, review, and post-production litigation support. She advises public and private organizations on litigation readiness and in designing and implementing document retention systems. She is a frequent speaker on e-discovery and actively participates in The Sedona Conference®. A member of the bars of Florida and Washington, she earned her JD from Boston University School of Law.

Sunil Mudunuri Senior Manager of Business Development, UBIC

sunil_mudunuri_webSenior manager of marketing and business development at UBIC North America, in San Francisco, he is a respected thought leader on international and cross-border e-discovery issues and an active member in leading industry organizations. He is a contributor to the The Sedona Conference Working Group VI, which focuses on cross-border discovery and data privacy. Prior to UBIC, he held several management roles in prominent technology companies where he successfully re-launched product lines and established channel partnerships to drive revenue. A veteran of establishing marketing programs and alliances in both private and public companies, he started his career as a chip design engineer at Quicklogic, where he was granted a patent for the high-speed embedded SERDES product. He has a master’s degree in Electrical Engineering from Wright State University, Ohio.

Arnaldo Perez General Counsel | Carnival Corporation

Arnaldo PerezGeneral Counsel and Senior Vice President of Legal at Carnival Corporation since 2002, he is responsible for the complex, varied and worldwide legal affairs of this global corporation, which operates 11 worldwide cruise brands and employs tens of thousands of persons. Prior to joining Carnival in 1992, he practiced law in Miami. He earned a Bachelor of Science degree in accounting from the University of Miami and is a member of the Florida Institute of Certified Public Accountants. He earned his JD degree from Columbia University. Carnival, which is headquartered in Miami and London, is a global cruise company and one of the world’s largest vacation companies. It operates a fleet of 95 ships which annually carry some 200,000 guests on cruises around the globe. The ships are served by 70,000 shipboard employees who work on household-name vessels that carry the Carnival Cruise Lines, Holland America Line, Princess Cruises and Cunard Line brands.

Michael I. Quartararo, CEDS Director of Litigation Support Services | Stroock & Stroock & Lavan LLP

Michael I. Quartararo, CEDSAt Stroock, he introduced formal project management principles and standardized work-flow processes for all phases of electronic discovery, and is one of the principal authors of the firm’s best practices guidelines on electronic discovery, document review and production. He also spearheaded the development of an attorney and paralegal training program in the use of litigation technology tools. He earned a B.S. from SUNY, graduating cum laude, and studied law for a year at the University of London. Mike is a member of the Project Management Institute and a certified Project Management Professional (PMP). He is also a member of the International Legal Technology Association (ILTA) and the East Coast Association of Litigation Support Managers (ECALSM).

Kimarie R. Stratos Senior Vice President and General Counsel | Memorial Healthcare System

kimarie_stratosSenior Vice President and General Counsel for Memorial Healthcare System, the fifth largest public hospital system in the United States, she oversees legal and risk issues at five hospitals, numerous primary care and outpatients centers and a nursing home. Previously, she was Senior Vice President and General Counsel at Miami Children’s Hospital. An experienced litigator in state and federal court on behalf of corporate and individual clients in commercial matters, tort claims, and employment discrimination litigation, she is a member of the American Health Lawyers Association with 20 years experience in health law. A member of the University of Florida Hall of Fame where she received her law degree, she is also an expert in sports law and was the first female attorney registered as a major league baseball agent, representing athletes and sports corporations in multi-million dollar deals. She is one of the authors of a leading sports law textbook, The Law of Professional and Amateur Sports.

Robin Athlyn Thompson Vice President, Marketing | Business Intelligence Associates

Robin Athlyn ThompsonPresident Elect of AIIM International, she is client services manager at Business Intelligence Associates in Phoenix. She has worked in the legal field since 1974, as a discovery project manager in complex cases at the local and national levels, including work for the plaintiffs’ team in the multidistrict litigation involving silicone breast implants, and previously as a paralegal. Nationally recognized for her record of promoting and educating the e-discovery community, she has been active in various associations in the legal field, including ARMA and Women in E-Discovery. During her tenure as National President of ALSP, membership has grown by 45%, according to a 2011 survey by Litigation Support Today. She has received numerous awards, including ARMA’s Award of Achievement, Ambassador Award and Spirit of Education Award. A frequent speaker on various issues in the legal field, she received a US Department of Justice Mentor Award.

Charles A. Volkert III Executive Director | Robert Half Legal

Charles A. Volkert, IIIExecutive Director of Robert Half Legal, one of the largest providers of project and full-time professionals to law firms, corporations and government agencies, he has been instrumental in the expansion of the company, which he joined in 1999. Robert Half Legal has locations in major US and Canadian metropolitan areas. A lawyer, he is an expert, author and speaker on employment trends, job search and career management and is co-managing director of Robert Half Legal eDiscovery Services which offers legal project management and e-discovery services, including litigation support, mergers and acquisitions matters and document review. He advises clients on the strategic use of project management and project attorney teams for e-discovery and document review, temporary legal support and full-time staff to manage business fluctuations and workload increases. He previously practiced law in Miami, focusing on complex litigation, insurance defense, medical malpractice and product liability.

Allison Walton, Chief Executive Officer | Fortis Quay

allison_walton_webFounder and president of the e-risk consulting company, Fortis Quay, in Ojai, California, she helps large organizations measure risks associated with e-discovery, compliance, and information governance and develop training and processes to counter them. A well-known figure in the fields of e-discovery and information governance, she previously worked as an attorney at Symantec where she was responsible for consulting with corporate legal departments and outside counsel to develop efficient, scalable processes and cost-savings strategies for the archiving, collection, review and storage of email and other electronic data. She also educates organizations on the importance of implementing end-to-end archiving solutions across the EDRM to drive down costs, improve efficiency and minimize legal risk. An active member of the Seventh Circuit E-Discovery Pilot Program, she regularly writes and speaks on a variety of e-discovery related issues.

David Yerich, CEDS Director of eDiscovery | UnitedHealth Group

David Yerich, CEDSAs Director of E-Discovery at UnitedHealth Group, in Minnetonka, Minnesota, he oversees processes, protocols and tools that the company utilizes in its electronic discovery production in regulatory and legal matters. One of the nation’s leading experts in discovery, he previously worked as the Electronic Discovery Consultant at Faegre & Benson, a large Minneapolis law firm, and for ten years at the Fortune 500 international company, Cargill, where his work focused on document and electronic records management, e-discovery strategies and document productions. He also played a key role in the implementation and roll-out of a worldwide document management tool at Cargill’s legal department.