- Sedona Conference Working Group 1 on Electronic Document Retention and Production (WG1)
- Sedona Conference Working Group 6 on International Electronic Information Management, Discovery and Disclosure (WG6)
- International Association of Privacy Professionals (IAPP)
Education
- University of California College of the Law, San Francisco, J.D., 2005
- Kansas State University, B.S., magna cum laude, 2001
Bar Admissions
- California
- Georgia
- Speaker, Horizons Legal Ops Summit – Chicago 2025, October 8-9, 2025.
- Speaker, “GenAI: Practical Use Cases and Cautionary Tales,” Troutman Pepper Locke, September 11, 2025.
- Speaker, “ESI Protocols Webinar,” Troutman Pepper Locke, August 6, 2025.
- Speaker, “Annual eDiscovery Updates,” Troutman eMerge Webinar, April 22, 2025.
- Speaker, “Harnessing Technology in Litigation: Insights from Troutman Pepper eMerge,” Energy Law Insights, November 14, 2024.
- Speaker, “Negotiating ESI Protocols for the Use of Generative AI in eDiscovery,” The Masters Conference – 2024, October 23, 2024.
- Speaker, “Artificial Intelligence & Ethics: How To Use AI in Your Practice,” Georgia Diversity Program CLE Academy, October 3, 2024.
- Speaker, “Stop, Collaborate, & Listen: How Generative AI Is Driving Change in Legal Departments,” 2024 Corporate Legal Operations Consortium (CLOC) Global Institute, May 6-9, 2024.
- Panelist, “AI Advantage: Aiming for Prompt Perfection? Level Up With aiR for Review,” Relativity, May 1, 2024.
- Speaker, “Annual eDiscovery Updates,” Troutman Pepper eMerge Webinar, April 10, 2024.
- Speaker, “Navigating the AI Frontier – Harnessing Generative AI in Legal Operations,” Troutman Pepper’s Horizons Legal Operations Summit, March 6, 2024.
- Panelist, “Proportionality in Cross-Border Discovery,” The Sedona Conference Working Group 6 Annual Meeting 2024, January 10, 2024.
- Speaker, “Exploring the Impact of Artificial Intelligence, Including Generative AI, in eDiscovery,” Troutman Pepper eMerge Webinar, November 29, 2023.
- Speaker, “Annual eDiscovery Updates,” Troutman Pepper eMerge Webinar, April 12, 2023.
- Panelist, “Data Management and eDiscovery Issues Caused by Increased Employee Mobility and M&As,” Troutman Pepper, November 2, 2022.
- Panelist, ABA’s Bench & Bar Academy, April 4-5, 2022.
- Panelist, “eMerge Webinar: Annual eDiscovery Updates,” Troutman Pepper eMerge Webinar, March 1, 2022.
- Panelist, “Proportionality in Cross-Border Discovery,” The Sedona Conference Working Group 6 Annual Meeting 2022, February 3, 2022.
- Speaker, “GDPR – Three Years Later, The Lessons Learned and What’s to Come,” Troutman Pepper, June 24, 2021.
- Panelist, “Proportionality in Cross-Border Discovery,” The Sedona Conference Working Group 6 Annual Meeting 2021, February 17, 2021.
- Panelist, “eMerge Webinar: Annual eDiscovery Updates,” Troutman Pepper eMerge Webinar, January 27, 2021.
- Panelist, “Five Key Developments in the Privacy and Data Security Sector in 2020 and Five Predictions for 2021,” Troutman Pepper webinar, January 26, 2021.
- Co-presenter, “Prove It: What it Takes for a Successful AI Proof-of-Concept,” TextIQ The Inevitable Series webinar, October 30, 2020.
- Co-presenter, “Annual eDiscovery Updates,” Troutman Sanders eMerge CLE webinar, February 27, 2020.
- Co-presenter, “Annual eDiscovery Updates,” Troutman Sanders eMerge CLE webinar, February 14, 2019.
- Co-presenter, “Annual eDiscovery Updates,” Troutman Sanders eMerge CLE webinar, January 25, 2018.
- Presenter, “The Impact of Technology on Lawyers’ Ethical Duties,” 29th Annual Intellectual Property Seminar, Virginia CLE, October 14, 2017.
- Co-presenter, “Advanced Analytics in eDiscovery,” Troutman Sanders eMerge CLE webinar, June 14, 2017.
- Co-presenter, “Using Technology for Effective Depositions,” Troutman Sanders eMerge CLE webinar, May 10, 2017.
- Co-presenter, “Annual eDiscovery Updates,” Troutman Sanders eMerge CLE webinar, January 18, 2017.
- Presenter, “eDiscovery for Corporate Legal Departments,” Association of Corporate Counsel – San Diego Paralegal Institute, San Diego, CA, September 28, 2016.
- Co-presenter, “Protecting Privileges in eDiscovery and Internal Investigations,” Troutman Sanders eMerge CLE webinar, June 2, 2016.
- Co-presenter, “Technology-Assisted Review & Predictive Coding,” Troutman Sanders eMerge CLE webinar, August 25, 2015.
- Co-presenter, “In the Trenches: eDiscovery War Stories,” Troutman Sanders eMerge CLE webinar, October 28, 2014.
- Co-presenter, “Document Review in the eDiscovery Era,” Troutman Sanders eMerge CLE webinar, December 18, 2013.
- Co-author, “Commentary on Proportionality in Cross-Border Discovery,” The Sedona Conference, November 2024.
- Co-author, “Remove Boilerplate From Your Discovery Responses; a Modest Proposal on a Path Forward,” Daily Report, July 11, 2023.
- Co-author, “eMerge Webinar Recap: Annual eDiscovery Updates,” Troutman Pepper, May 3, 2023.
- Co-author, “New Standard Contractual Clauses Supply Opportunities and Obligations for Organizations Transferring Personal Data Out of the EU,” Troutman Pepper, July 22, 2021.
- Co-author, “5 Important E-Discovery Trends and Developments in 2020,” Law360, December 22, 2020.
- Quoted, “Choosing the Right AI Opportunities: A Dialogue from AI Visionaries,” Relativity Blog, April 9, 2024.
- Quoted, “Stemming the Data Tide: Generative AI and Customer Collaboration in RelativityOne,” Relativity Blog, November 3, 2023.