Keeping Pace with New and Emerging Data Types in the Financial Sector


This is a virtual event, accessible over the phone. Access instructions will be provided after registration.


This is a complimentary program sponsored by Epiq.

The way we communicate and conduct business is evolving rapidly, and e-discovery must be able to track and support varied methods of communication.

Emerging data types such as audio files, company chats, and mobile notation applications, create challenges for e-discovery groups, including their ability to preserve, collect and analyze it all.

Discovery can be greatly expedited with technologies and use of an outside party. Modern e-discovery teams in the financial sector should understand what types of data are emerging, how to choose technology for review and interpretation, and when to seek third-party help.

During this 60-minute program, our panelists will discuss:

• What e-discovery and legal professionals in the financial sector are identifying as new and emerging data types, and how to treat and analyze them
• Proactive steps e-discovery and compliance teams should take to ensure these systems don’t conflict with compliance, preservation, and production requirements
• Which technology systems expedite discovery processes
• Pulling and analyzing data from digital storage and cloud-based locations
• Types of third-party e-discovery services for specialized data types

Educational Objectives:
• How new and emerging data types can both enhance, and stall, the discovery process 
• How to combine new technologies with available methodologies like technology-assisted review, data clustering, and concept searching to quickly and precisely review electronic records
• What to know about cloud storage and data extraction from external databases
• How data visualization methods can display nontraditional data and documents to counsel or clients

Who would benefit most from attending this program?
Attorney/Counsel, Consultant, General Counsel, Managing Partner, Of Counsel, Paralegal, Partner


Moderator: Samantha Green
  • Manager of Thought Leadership
  • Epiq

Samantha Green is a subject matter expert on all aspects of electronic discovery and data privacy law, drawing on her more than 15 years of litigation and consulting experience. She has published numerous articles and white papers, and has authored chapters for ABA, Inside Counsel, and West publications. She has spoken all over the country and provided over a hundred CLEs on topics relating to e-discovery, litigation readiness, international data privacy, and case law. Samantha has an in-depth understanding of electronic discovery and data privacy. She has drafted electronic discovery response plans, litigation readiness protocols, and best practices for both law firm and corporate clients, and formulated workflow solutions for a wide range of large and complex discovery matters. As a litigator, she has taken a number of cases from pre-discovery through trial, and has handled a broad spectrum of cases, from government investigations (including FCPA and SEC matters) to HSR second requests and commercial litigation matters.

Sagi Sam
  • Senior Director, Consulting Services
  • Epiq

Sagi Sam is a director in consulting services for Epiq. He has more than 12 years of database and development experience in the fields of financial, professional, and engineering services. His recent engagements include the design and development of tools to search, analyze and prepare evidentiary productions of large databases in support of ongoing litigation for several pharmaceutical companies. Additionally, his extensive database and development experience has been utilized in the preservation, collection and production of records in a litigation support role for a major city law department.

Jason Paroff
  • Senior Director and Practice Lead, Forensics and Consulting
  • Epiq

Jason Paroff is the Senior Director and Practice Lead of the forensics practice for Epiq.  In this capacity he leads the U.S. forensics and data collections practice and coordinates resources and service on a global basis. In addition to his management role, Jason has examined numerous computers and computer systems for evidence of fraud, theft of trade secrets, harassment, and other improper civil and criminal conduct. He has testified in federal district court as an expert witness and has been a conference presenter, and a guest lecturer at Columbia University’s School of Business. Jason has also taught computer forensics to Fortune 500 corporations, attorneys and members of foreign police and intelligence agencies.

Kevin Duncan
  • E-Discovery Project Manager
  • Morrison & Foerster

Kevin Duncan is a project manager with Morrison Foerster's E-Discovery Resource Management team. As an attorney and project manager with more than 10 years of experience in e-discovery, document review, and project management, he provides guidance to attorneys and clients on all phases of the EDRM, Early Case Assessment strategies, analytics and predictive coding technology, project planning, budgeting, and technical issues regarding e-discovery. Kevin is a certified Project Management Professional (PMP®) and Relativity Certified Administrator and has significant experience handling data collection and legal holds. Kevin attended the University of Florida where he earned a Bachelor of Science in Biology and Loyola University in New Orleans where he earned a Juris Doctorate.

Robin E. Stewart
  • Partner
  • Kutak Rock

Robin Stewart is a partner at Kutak Rock and the founder and chair of Kutak Rock’s E-Discovery Practice Group and a member of the firm’s commercial litigation practice. Ms. Stewart has pioneered the development of efficient, practical and effective approaches to address the explosion of electronically stored information use in modern litigation. She is appropriately credited with the creation, development and ongoing success of the National eDiscovery Leadership Institute. Robin also serves on the ESI Rules Committee for the United States District Court Western District of Missouri and is an active member of the Sedona Conference Working Group 1. These Sedona Principles, which she helped draft, are often considered and cited by the judiciary in rendering its decisions on electronic discovery disputes. Robin attended University of Missouri-Kansas City School of Law and holds a B.A., University of Kansas, 1997, magna cum laude, in Social Work.

Continuing Education

General COA, 1.0 CLE
Practice Areas:
A basic understanding of the discovery process and emerging technologies and data
Production Date: