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Anatomy of a Legal Hold: From Corporations and Governments to the Law Firm & Service Providers

Level: Advanced
Runtime: 61 minutes
Recorded Date: February 03, 2021
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  • The Preservation Duty and the Reasonable Anticipation of Litigation
  • Attorney-Client Privilege and the Work Product Doctrine
  • The Technology
  • The Corporation
  • The Government
  • The Law Firm
  • Q & A 
Runtime: 1 hour
Recorded: February 3, 2021


Whether it’s for litigation, investigations, or crisis management, the legal hold is one of the most important parts of a proper information governance program, and legal hold errors can lead to serious consequences for your organization. Join us as prominent attorneys from the corporate sector and government—including the former Director of Information Governance at the White House—join technical experts to discuss the legal hold process from corporations and governments to law firms and service providers. We’ll cover legal considerations, including recent case law on data preservation obligations, technical considerations, and workflow issues, with insight on how you can protect your organization.

This program was recorded as part of ALM's Legalweek 2021 Virtual Conference on February 3rd, 2021.

Provided By

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Philip Weldon

Manager, eDiscovery & Practice Technology
Fried Frank Harris Shriver & Jacobson LLP

Manager of E-Discovery and Practice Technology with 15 years’ experience building teams, driving analytics best practices, and consistently exceeding expectations.

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Barry O'Melia

Senior Group Product Manager

Barry O'Melia is a senior product manager at Relativity, where he guides the development of the platform's legal hold and collection features

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Rosemary Kuperberg

Assistant General Counsel & Data Protection Officer

Rosemary Kuperberg is Assistant General Counsel and Data Protection Officer at Ellucian, the leading provider of software and services built to power higher education. Rosemary provides legal support and advice regarding Ellucian's global data protection requirements. Prior to Ellucian, Rosemary worked for other large technology services companies in roles with an increasing focus on privacy and data security.

Rosemary earned her J.D. at George Mason University School of Law and her B.A. in International Affairs at The George Washington University. Rosemary is licensed to practice law in Florida and Virginia, and holds CIPP/G and CIPP/E certifications.

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Kenya Parrish-Dixon

General Counsel & Chief Operating Officer
Empire Technologies Risk Management Group

Kenya Parrish-Dixon is the General Counsel and Chief Operating Officer of Empire Technologies Risk Management Group, a cybersecurity, Information Governance, eDiscovery, and Managed Review corporate holding company. She was formerly the Director of White House Information Governance for the Executive Office of the President and before that she was the Assistant Director of the Division of Litigation Technology and Analysis at the Federal Trade Commission. She is a former defense litigator and currently sits on several industry Advisory Boards.

Kenya is barred in the District of Columbia, holds the NARA Certificate of Federal Records Management, and became CEDS certified in 2012. She received her law degree from The College of William & Mary.

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David Horrigan

Discovery Counsel & Legal Education Director

David Horrigan is Relativity’s discovery counsel and legal content director. An attorney, law school guest lecturer, e-discovery industry analyst, and award-winning journalist, David has served as counsel at the Entertainment Software Association, reporter and assistant editor at The National Law Journal, and analyst and counsel at 451 Research. He serves on the Editorial Advisory Board of Legaltech News and the Data Law Board of Advisors at the Yeshiva University Cardozo Law School.

David holds a Juris Doctor from the University of Florida, and he studied international law at Universiteit Leiden in the Netherlands. He is licensed to practice law in the District of Columbia.

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