Join the ACEDS Dallas Chapter for a panel discussion Back to School: Lessons on the EDRM followed by a networking reception. Panel discussion will begin at 5:00 PM.
Everyone is welcome! ACEDS Membership is not required to attend.
Parking Details: directions.pdf
Panel Details: Defensibility and Reasonableness in the EDRM: Our panel of experts will be speaking on documenting phases of the EDRM for defensibility and auditability (best practices), as well as exploring the reasonableness of decisions made during each phase.
Networking Reception: The panel discussion will be followed by a reception at The Playwright Irish Pub in the same building in Suite 102.
Generously Sponsored by: Thompson & Knight
Patrick Butts, CEDS, IGP
Director of Legal Operations and Information Governance
Hilltop Securities Inc.
Patrick Butts, CEDS, IGP is Director of Legal Operations and Information Governance for Hilltop Securities in Dallas, Texas. Hilltop Securities is a Texas-based diversified financial services company, servicing clients from offices across the United States in Public Finance, Capital Markets, Wealth Management, Structured Finance, Clearing Services, Corporate Finance and Securities Lending.
In his role with Hilltop Securities, Patrick’s responsibilities are distributed between management of corporate legal related processes and practices; consultation with in-house and outside counsel regarding management of legal initiatives; integration of an Information Governance program, consisting of records management, information classification, risk management, security and privacy; supervising and managing the work flow and activities of the E-Discovery team and assisting with discovery for complex litigation, regulatory investigations and other disputes; leading the development of policies and procedures, training requirements and strategic vision for the E-Discovery program and platform and collaboration with technology and business units on information governance.
Aaron Bath, CEDS
National Director of Litigation Management
Aaron B. Bath has worked in litigation for the past 18 years overseeing 120+ trials during his career. Currently, Aaron serves as the National Director of Litigation Management for Balfour Beatty, a $14 billion market-cap multinational infrastructure group with capabilities in construction services, engineering, and infrastructure investments. Before joining Balfour Beatty, Aaron was the first ever non-attorney to serve as Director of Litigation for Copart, Inc. – a multi-billion dollar public company in the automotive technology space. Prior to working in-house, Aaron worked for several top litigation law firms in Dallas and New York as their senior managing trial paralegal. Contemporaneous to his day job, Aaron is the adjunct professor of legal technology, eDiscovery, and litigation management at Southern Methodist University, where he previously earned his Bachelor’s degree in Jurisprudential studies and a graduate-level Paralegal certificate. Most recently, Aaron completed a professional certificate in Data Science & Analytics for Executives from Columbia University in New York. In addition to authoring numerous articles in the areas of litigation management and legal technology, Aaron has been called as a subject-matter expert for trial in cases involving discovery abuse and violations. Aaron currently serves as the Director-At-Large on the Board of DAPA (Dallas Area Paralegal Association) and as their Technology Section Chair. Additionally, Aaron serves on the Board of Directors for the Dallas Chapter of ACEDS.
Locke Lord LLP
Mario Nguyen is an Associate in the White Collar Criminal Defense and Investigations Department of Locke Lord’s Dallas office and a graduate of Harvard Law School. Mario is a skilled investigator and dedicated trial attorney, who has spent over 200 hours in federal criminal trials and conducted investigations with millions of dollars at stake. He represents individuals, public bodies, and private companies by advocating for them in criminal proceedings and collateral civil matters, helping them navigate government investigations, and conducting internal investigations on their behalf. He has managed discovery involving over two million documents, and is particularly skilled at maneuvering technology, including managing data preservation, collection, extraction, processing, review, and production. In addition to his devotion to criminal pro bono work, Mario is passionate about developments in criminal law. He authors legal articles that are regularly published and cited by major publications, such as the Wall Street Journal, The Texas Lawbook, and Law360. For more details, see: https://www.lockelord.com/professionals/n/nguyen-mario
Senior Account Executive
Patrick Bilgere is an e-Discovery consultant based in Dallas, TX. He brings over 15 years of experience in e-Discovery, data analytics, and information life-cycle management. Mr. Bilgere’s areas of specialty include data collection, computer forensics, predictive coding, review management, training and development, software selection and implementation and strategic consulting in support of all phases of litigation, investigations and litigation readiness.
Mr. Bilgere has extensive knowledge and proven ability in assisting clients with managing the discovery process from beginning to end, ranging from collection, processing, review and hosting, to production and presentation. As a Project Manager, he has experience providing consultative support to legal teams regarding the application of project management strategies and litigation technology solutions to manage cases efficiently and enhance client relationships. He has an in depth understanding of the litigation life cycle, litigation technology, and electronic discovery.
Mr. Bilgere was on the steering committee of the Dallas Ft. Worth Association of Litigation Support Professionals, as well as a former Vice President on the National Board of Directors for ALSP. He has organized round-tables and lead discussions regarding the latest trends and thought processes surrounding electronic discovery.
Mr. Bilgere has served as strategic advisor and project manager to corporations of all sizes and their legal counsel in a multitude of matters.
Assistant Director, Global eDiscovery Services
Norton Rose Fulbright US LLP
Kevin Clark, CEDS
Litigation Support Manager
Thompson & Knight LLP
Kevin provides technical and business management expertise for the litigation support team at Thompson & Knight, while delivering consultation on ediscovery, information privacy, and data security and governance for attorneys and clients. Kevin has extensive experience in all aspects of ediscovery from data collection to production. He previously oversaw the discovery operations and managed review services on the vendor services side. This included supervision of project management teams, coordination of ediscovery vendors, and ensuring best in class delivery to clients. He has significant experience managing complex large scale matters of teams up to 250, and has spent considerable time consulting with clients and law firms on ediscovery issues and strategies, as well as developing alternative solutions for clients.
Kevin currently serves as the Co-Chair of the DC Bar Litigation Section’s Steering Committee and on the Master’s Conference Advisory Board; he also serves on the Board of the Legal Technology Professionals Institute (LTPI). He plays an active role in The Sedona Conference, working on Defensibility of Process with Working Group 1. Kevin was previously the Chair of the DC Bar eDiscovery and Information Governance Committee, and Co-Chair of the EDRM’s Metrics Group. He is a Relativity Certified Administrator (RCA), Project Management Professional (PMP), Six Sigma Green Belt (SSGB), and Certified eDiscovery Specialist (CEDS). He serves as an Advisory Board Member for his Alma Mater Chicago Kent College of Law’s eDiscovery Institute, and has provided pro bono representation to veterans at the U.S. Court of Appeals for Veterans Claims. He received his JD in 2000, and is an active member of the Bar in Texas, Illinois, and the District of Columbia, as well as a Solicitor in England and Wales.