Summit ‘25 Agenda

Margot is a User Education Specialist and started with Everlaw in 2017. Prior to joining the User Education team, Margot was focused on enabling Everlaw’s customer-facing employees to deliver outstanding customer service. She’s excited to apply her enablement expertise and product knowledge towards creating effective and engaging learning experiences for Everlaw users!

Alyssa is a dedicated User Education Specialist at Everlaw, where she loves empowering users to feel at ease and confident with the platform. Before diving into the world of user education, Alyssa sharpened her skills as a Customer Support Specialist, gaining deep insights into what users truly need. When she’s not crafting engaging training sessions, Alyssa enjoys cozying up with her beloved cats or getting creative with her crochet projects.

Carrie is a User Education Specialist with a background in Educational Publishing. Carrie combines their knowledge of instructional experience design with platform prowess to create engaging learning opportunities for Everlaw users of all levels. Outside of Everlaw, Carrie enjoys developing recipes, rockclimbing, and taking their dog for walks along the beach.

AJ Shankar is the Founder & CEO of Everlaw, an AI-powered cloud-based software for litigation and investigations that helps legal teams chart a straighter path to the truth. Before founding Everlaw, AJ graduated from Harvard with an AB in Mathematics and Computer Science and received his PhD in Computer Science from the University of California, Berkeley.

Julie is the director of practice technology at Vorys, where she has dedicated over 30 years to the field of legal technology. With a paralegal degree and extensive experience in both law firms and in-house litigation departments, Julie leads a team of accomplished legal technologists. She is deeply passionate about the intersection of law, technology and leadership.

Julie serves as the executive vice president on the International Legal Technology Association (ILTA) board of directors. She also co-chaired ILTA’s conference in 2019-2020. In recognition of her contributions, Julie received ILTA’s Contributor of the Year Award in 2020 and the Distinguished Peer Award for Litigation and Practice Support in 2011. Additionally, she is a member of the global advisory board for the Association of Certified eDiscovery Specialists (ACEDs) and holds CEDs certification. Julie is also certified in Prosci’s Change Management, the Information Technology Infrastructure Library (ITIL) and Lean Six Sigma.

Peter is the Ediscovery Director at the Cincinnati office of Dinsmore & Shohl, where he manages the litigation support department and oversees the firm’s ediscovery initiatives. Peter is also an internal consultant for collection and culling methodologies and designing review protocols. Prior to Dinsmore, Peter was Associate General Counsel at Mimecast North America and Ediscovery Solutions Director at CA.

Cal Yeaman works as a Project Attorney in Orrick Analytics where he leads an interdisciplinary litigation support team that focuses on the intersection of law, technology and data.

In his capacity as a Project Attorney Cal works with clients and case teams to advise and consult on ediscovery collections, analyze data, manage review, and shepherd cases through to disposition. Cal also works as part of the innovation organization as a key team member focusing on using data, innovation and process to drive operational excellence in the delivery of legal services.

Sandro manages Everlaw’s Large Legal customer success team. Sandro has more than 15 years of professional experience in ediscovery, customer success, and legal practice.

Mark is a cutting-edge, data-driven trial lawyer. Much like the pioneering lawyers in DNA forensics, Mark understands the foundational role that technology now plays in our lives and how to leverage that understanding to prove cases thought to be unwinnable.

Mark has demonstrated expertise in leveraging cutting-edge technology in DiCello Levitt’s modern and evolving trial practice to achieve what were previously believed to be impossible results for his clients. An internet technology expert, he is a student of integrating technology into the practice of law. He has been selected to national discovery review teams and is regularly consulted on cloud-based systems, discovery technology, the Internet of Things, and litigation concerning data storage and security. He has testified before the Ohio State Legislature multiple times on data security and related issues.

Mark is a respected litigator and trial lawyer who has recouped life-changing compensation for clients around the country. He has expertise and experience ranging from defective products to internet technology disputes. Mark is recognized for breaking barriers in medical malpractice litigation through groundbreaking work in exposing electronic medical record alterations and successfully expanding states’ damages caps in joint replacement surgery cases.

Mark brings a unique voice to the Sedona Conference’s Data Security and Privacy Liability working group and is one of the authors of Sedona’s Biometric Privacy Primer. He has also served as a Trustee of the Ohio Association for Justice since 2014. Mark is currently Editor-in-Chief of Ohio Trial and is a member of Law360’s Personal Injury Editorial Advisory Board.

Elizabeth Koenig leads consulting services at ILS, managing a team of ediscovery consultants and advising Plaintiffs’ attorneys on all aspects of ediscovery. She has nearly a decade of experience working with Plaintiffs’ attorneys on the nation’s most high-profile mass tort and class action litigations. Elizabeth is an ACEDS-certified Ediscovery Specialist and frequently writes and presents on electronic discovery issues.

Before joining ILS, Elizabeth spent eight years practicing law at Milbank LLP in New York City and Los Angeles. Elizabeth holds a J.D. from UCLA School of Law and a B.A. from Boston University, and is a member of the California, New York, and Massachusetts bars.

Sean leads the firm’s innovation in organizing and prosecuting individual class cases across many states involving the same defendants and similar factual and legal issues, an approach that continues to be a key factor in the firm’s success.

Current Role

• Partner, Hagens Berman Sobol Shapiro LLP
• Practice focuses on multi-state and nationwide class actions and complex commercial litigation encompassing securities and finance, consumer, antitrust, insurance and products
• Diverse experience in most of the firm’s practice areas, involving appearances in state and federal courts across the country at both the trial and appellate levels
• Key member of the firm’s automobile defect litigation team
• Key member of the firm’s securities litigation team, co-leading the prosecution and settlement of the In re Charles Schwab Securities Litigation, the In re Oppenheimer Champion Income Fund Securities Class Actions and the Oppenheimer Core Bond Fund Class Action Litigation
• Key member of the firm’s pharmaceutical litigation team that confronts unfair and deceptive pricing and marketing practices in the drug and dietary supplement industries including Average Wholesale Price Litigation, the First Databank/McKesson Pricing Fraud Litigation and the Enzyte Litigation

Sean Wiederkehr is an expert ediscovery practitioner with a record of success helping clients give and get the discovery they need. His current role on Everlaw’s Solution Architect team assists law firms and corporations in validating their technical requirements and highlighting the value that our platform can bring to their organizations.

Sean has 18 years of experience in the ediscovery space and has worked for both boutique litigation shops and Am Law 50 firms. He has experience at every stage of the EDRM cycle and has worked on matters covering a broad spectrum of practice area including regulatory investigations, complex litigation, and other disputes.

Sean holds a BA from UCLA. He lives in New York where he hosts a weekly pub trivia night and plays music in a band.

Kaitlyn is an Onboarding Specialist at Everlaw and started the role in March of 2025. Before that, she spent over 3.5 years in the Support department sharpening her Everlaw skills and helping clients with all types of requests. She’s excited to take this knowledge a step further by providing new clients with outstanding Onboarding experiences that focus on their specific eDiscovery workflows and goals. Outside of work, Kaitlyn enjoys concerts, weight lifting and taking her cat for walks in the yard!

Kayla Teese is a User Education Manager at Everlaw. She’s passionate about witnessing the “lightbulb moment" in training sessions when users say “Oh, that’s how you do it?! That’s going to make my job so much easier!” Before Everlaw, you could find Kayla in a classroom in San Francisco teaching literature and history to teenagers.

Steven oversees the firm’s ediscovery consulting, processing, analytics, and document review capabilities, and manages the Litigation Support Department.

He is responsible for the overall strategic planning of litigation technology for the firm, including development of recommended practices and standard operating procedures, and the selection of preferred vendor partnerships. Steven also advises clients and litigation teams on evidence management, ESI protocols, best practices, trial technology, and ediscovery project workflow.

Angela Y. Li is an associate attorney in the Orange County office of Theodora Oringher. Prior to joining Theodora Oringher, Angela was an associate with Lubin Olson where she practiced real estate, construction, and development disputes, including disputes in the multifamily, affordable housing, and renewable energy sectors. Angela is a graduate of University of California, Los Angeles School of Law where she was the Chair of the Asian Pacific Islander Law Student Association. Angela was recipient of the Dean’s Merit Scholarship 2014-2017 and First Place Winner of Lowell Milken Institute-Sandler Prize Competition.

Strategic, forward-thinking and results-driven, Joseph Tate brings more than 25 years of experience at the intersection of law, technology, and business operations to his role as Director of Ediscovery. A respected legal innovator, Joe has built and scaled high-performing eDiscovery and litigation support functions across Am Law 100 firms, government agencies and corporate legal departments. He has a deep track record of aligning legal, business and technical strategies to deliver defensible, efficient, and cost-effective outcomes for clients navigating complex disputes and investigations.

Leading the firm’s ediscovery efforts, Joe works closely with practice group leaders to deliver strategic, technology-driven solutions for clients through added litigation support and legal technology. With a sharp focus on innovation, efficiency, and scalability, he is driving the next phase of growth in the firm’s discovery services. Whether optimizing workflows or integrating cutting-edge platforms, Joe’s forward-thinking leadership is elevating client service and helping teams manage complex matters with greater speed, precision and value.

Joan Washburn is the Director of Legal Support Services for Holland & Knight LLP and is based out of the firm’s Boston office. Her primary responsibilities include leading the firm’s efforts in developing and implementing strategies for the management of complex controversy matters with specific emphasis on ediscovery, managed document review and risk management. She joined the firm in 2006.

David Hedgepeth is a Senior Customer Success Manager at Everlaw, where he partners with high-value clients to align technology with strategic goals, drive adoption, and ensure lasting impact. With more than two decades of experience spanning law, ediscovery, and client success, David brings a rare blend of legal expertise and business acumen to every engagement.

Before joining Everlaw, David managed complex discovery projects at Leidos and Integreon, and practiced as an ediscovery attorney supporting major antitrust matters and government investigations before agencies including the FTC, SEC, and DOJ. Earlier in his career, he built deep litigation support experience as a paralegal at top law firms and later transitioned into advertising and media roles, giving him a uniquely well-rounded perspective on client service and communication.

Across roles, David has earned a reputation as a trusted advisor who thrives at the intersection of people, process, and technology. His work has helped legal teams improve efficiency, defensibility, and outcomes on matters of national scale.

Ashley is Counsel in Hausfeld’s New York office with a practice focus in cybersecurity and data privacy litigation.

As a member of Hausfeld’s pioneering cybersecurity practice, Ashley is committed to advancing the law on issues surrounding technology, privacy, and data security. She is well-versed in both sides of complex litigation, with experience representing both individual and corporate clients in a variety of high-stakes commercial, mass tort, and data privacy matters in state and federal courts across the country. Ashley began her legal career at a large international law firm, where she served on national counsel teams in consolidated mass tort proceedings and multidistrict product liability litigation. Prior to joining Hausfeld, Ashley also worked for a litigation boutique in Brooklyn, NY, specializing in commercial and financial disputes.

Ashley has extensive experience in nearly every phase of complex litigation, from initial investigations and pleading, to discovery management, dispositive motion practice, settlement negotiation, fact and expert witness development, trial, and appeal. She also has significant experience in early assessment and resolution of cases, including group settlement administration.

Ashley earned her J.D. from Georgetown Law in 2015, where she served as a Legal Research and Writing Fellow and Articles Editor for the American Criminal Law Review.

Mark B. DeSanto, a Shareholder in the firm’s Consumer Protection practice group, and has over a decade of class action litigation experience in federal courts throughout the United States, during which he has helped recover over $350 million for his consumer, pension participant, investor, and employee clients in class actions involving false and misleading advertising, defective products, data breaches, ERISA litigation, securities litigation, employee rights, and other consumer protection litigation. Mr. DeSanto has been instrumental in litigating some of the largest and most prominent data breach MDLs in the U.S., including In re MOVEit Customer Data Sec. Breach, No. 1:23-md-03083 (D. Mass.) (data breach affecting over 90 million consumers and involving over 200 defendants), and In Re: Change Healthcare, Inc. Customer Data Sec. Breach Litig., No. 24-md-03108 (D. Minn.) (data breach impacting over 190 million individuals and hundreds of thousands of healthcare providers), and has been appointed to lead counsel positions numerous times.

Every year from 2018-2025, Mr. DeSanto has been named a Rising Star by Pennsylvania Super Lawyers (a distinction reserved for only 2.5% of lawyers in Pennsylvania) based on his professional achievements. In 2025 Mr. DeSanto was named to Lawdragon 500 X – The Next Generation. Mr. DeSanto was also named to the Legal Intelligencer’s “Lawyers on the Fast Track” list. On numerous occasions, Mr. DeSanto has spoken on panels related to consumer class action litigation. Further, Mr. DeSanto authored a chapter of a course handbook published by the Practising Law Institute for the 23rd Annual Consumer Financial Services Institute, titled Chapter 57: The Impact of Payment Card II on Class Action Litigation & Settlements.

Mr. DeSanto received his Juris Doctor (J.D.), cum laude, from the University of Miami School of Law in 2013, where he was a member of the National Security and Armed Conflict Law Review, earned Dean’s List distinction multiple semesters, earned President’s Honor Roll distinction (4.0 GPA), and honors distinction in Trial & Litigation Skills I and II courses. Prior to attending law school, Mr. DeSanto attended the University of Miami where he earned his Bachelor of Business Administration (B.B.A.) in Finance in 2009.

Mr. DeSanto is admitted to practice law in Florida, Pennsylvania, and New Jersey.

Alex Hafez leads the Solutions Architects team at Everlaw. He provides technical support and subject matter expertise throughout the sales cycle. Prior to Everlaw, he worked as a Solutions Architect at FTI Consulting and as a Project Manager at Advanced Discovery. Alex is a licensed attorney and has worked for law firms and legal services providers in the Washington, D.C. area.

Kelsey is a paralegal for Cairncross & Hempelmann’s Litigation team. She has worked in the legal industry for over a decade and supports the team by offering an extensive legal skill set and a proficiency in managing large caseloads.

Kelsey specializes in ediscovery and supports the team by developing efficient workflows for all aspects of discovery, including data preservation, collection, and processing; negotiating search terms, custodians, and ESI agreements; document review, quality control, and production; curating complex searches for targeted review; and preparing for depositions, hearings, and trial.

At the forefront of innovation, Kelsey leads her team in leveraging Technology Assisted Review (TAR) and Generative Artificial Intelligence (AI) to streamline document review in an ethical way to increase efficiency and generate cost savings to our clients. Her commitment is evident through her Everlaw AI product certification, received in 2023, and her extensive experience in data operations and analytics. She has also testified at trial in an expert capacity on ediscovery, further underscoring her knowledge and experience.

Jodi Hanslick is the paralegal manager for the Minnesota Cannabis Expungement Board, a unique state agency created to review cannabis-related felony cases and some misdemeanor and gross misdemeanor cases for potential expungement. Prior to joining the CEB, Jodi worked for the City of Minneapolis Attorney’s Office as the office’s enterprise information management analyst, where she managed ediscovery for matters large or small, including through two massive federal and state investigations.

Justin Peña is an experienced Senior Paralegal with a demonstrated history of defending Fortune 500 companies through all aspects of litigation in labor/employment law, business litigation and class actions. He’s also an ediscovery and trial specialist.

Catherine Choe is Chief of Staff and Head of Legal Operations for the Legal department at Zendesk, an AI-powered customer service and experience management platform. In her role, she collaborates with and advises the CLO and the Legal leadership team on department strategy and operations to ensure that Legal facilitates growth and mitigates risk in support of Zendesk’s mission to power exceptional service for every person on the planet.

Prior to joining Zendesk, Catherine established the Legal operations function at Everlaw, where she helped turn Sales into Legal’s biggest fans and enabled Legal to see around corners and predict and mitigate risks early. Before joining Everlaw, Catherine worked as a consultant delivering results in program management, operations, sales enablement, business planning, and executive education for her clients. Catherine earned a J.D. from the University of Houston Law Center and a B.S. from Texas A&M University.

Catherine’s stakeholders have said she turns red tape into glitter. She lives in San Francisco, where she painstakingly picks shreds of cilantro out of her food.

Lisa leads the Ediscovery Solutions team at Hanson, Bridgett, an AmLaw 200 California-born firm with more than 200 attorneys. She is a legal executive and passionate technologist always looking to innovate and collaborate with case teams and clients to optimize people, process and technology. Her prior experience includes roles as a litigation support manager, senior project manager and workflow consultant. Lisa is a Certified Ediscovery Specialist.

Brandon is an attorney and consultant with a focus on the deployment of text-based analytics, AI and other advanced technologies in ediscovery.

Brandon has over 20 years of experience in a variety of legal backgrounds focused on document review, advanced conceptual analytics and general ediscovery processes. He began his career as a litigator, practicing with a national firm that specialized in general corporate litigation. He has since held several positions in the ediscovery industry, managing the processes of collection, processing, review and client services. He has led numerous efforts and initiatives focused on improving ediscovery services, including the ISO certification process.

Brandon brings to Tanenholz a wealth of knowledge and experience surrounding the use of advanced technologies to aid in the review of data within a legal context. His experience includes expertise and innovation to proven methods for efficient, effective and defensible review. From the application of standard TAR methodologies to the use of tools to more effectively understand data sets, Brandon helps the firm continue to deliver the best review results in the industry.

Brandon holds a J.D. from the University of Michigan in Ann Arbor where he is a member of the Michigan State Bar. He has spoken on multiple occasions on the topics of the use of advanced analytics in ediscovery, proper analysis and review design and other technology issues in ediscovery.

Bobby is a member of Winston’s Artificial Intelligence (AI) Strategy Group and focuses on navigating complex ediscovery, digital forensics, cross-border, and data privacy issues in high-stakes litigation and investigations using his unique combination of both hands-on technical skill and two decades of business and litigation experience.

A true “techno” lawyer, he uses his technical knowledge and legal expertise to serve clients across numerous sectors and industries. Bobby serves as a trusted ediscovery advisor to Fortune 500 clients, and in this role, he provides counseling and guidance in connection with legally defensible and standardized company-wide discovery practices.

Steven Lerner is a writer and editor with 10 years of experience in digital news, print, and television. He’s highly skilled at generating fresh ideas and creating outstanding content in an intense media environment. A Senior Reporter at Law360, Steven has previously worked as an editor for PhocusWire, Enterprise Mobility Exchange, Plemora Media, Spine Media, and more.

Susan Har is counsel at Hecker Fink LLP.

Susan is a highly accomplished trial lawyer and former federal prosecutor. Susan joins the firm after serving as an Assistant United States Attorney in the Central District of California from 2019 to 2025. A member of the Public Corruption and Civil Rights Section, Susan investigated and prosecuted some of the most high-profile and complex white collar cases of the United States Attorney’s Office, including the sprawling corruption pay-to-play scheme in Los Angeles City Hall, resulting in the district’s first ever RICO conviction of an elected official (Councilmember José Huizar) and 10 other convictions of senior officials, developers, lobbyists, and corporations. Separately, she successfully prosecuted bribery, extortion, and corruption at the highest levels of the Los Angeles Department of Water and Power and the Los Angeles City Attorney’s Office stemming from a massive faulty billing scandal at the Nation’s largest public utility, resulting in numerous convictions.

Susan has served as lead or co-lead counsel in over a dozen federal and state criminal jury trials, including against a Los Angeles Deputy Mayor for facilitating the RICO scheme with Huizar; a foreign billion-dollar real estate development company on various bribery, wire fraud, and Travel Act offenses; a then-sitting U.S. Congressman for a false statement and obstruction scheme relating to illegal campaign contributions from a foreign billionaire; and the president of a labor union for a long-time conspiracy to embezzle health care funds. Susan has also prosecuted a number of significant civil rights cases and served as the district’s Hate Crimes Coordinator. Following the conviction of a Veterans Affairs police officer for beating a man 45 times with a police baton, she led a separate impactful criminal investigation into officers of the Los Angeles County Sheriff’s Department for Constitutional violations and related offenses, breaking through the blue wall of silence and securing the conviction of a sheriff’s deputy for using excessive force against a transgender teacher in retaliation for exercising his First Amendment rights. Susan also investigated the 2022 mass shooting in Laguna Woods and ultimately charged the shooter with 98 federal hate crimes and weapons and explosives offenses. Throughout her tenure at the Office, Susan has briefed and argued numerous appeals before the Ninth Circuit Court of Appeals.

Before joining the U.S. Attorney’s Office, Susan was a litigator at Munger, Tolles and Olson where her practice focused on complex civil litigation, including on behalf of financial and academic institutions. While at MTO, she served as a volunteer prosecutor for the Los Angeles City Attorney’s Office where she solo tried numerous criminal matters to verdict. Susan clerked for the Honorable A. Wallace Tashima of the U.S. Court of Appeals for the Ninth Circuit and for the Honorable Cormac J. Carney of the Central District of California.

Susan received her J.D. from the University of California, Berkeley School of Law, where she was a member of the Order of the Coif. She graduated, with honors, from Claremont McKenna College and was a Fulbright Scholar in South Korea.

Rose is dedicated to understanding and managing the intersection of legal and technical issues that now largely dominate American and global litigation, data breach response, and government investigations. She devotes her entire practice to crisis management, edata, and technology. Rose is ranked in Chambers USA and Chambers Global as one of the world’s top lawyers in ediscovery litigation practice. According to Chambers USA, Rose is a “seasoned counsellor to clients on diverse eddiscovery concerns as they relate to government investigations” while Legal 500 notes “Rose Jones is particularly experienced in cross-functional collaboration, advising businesses on information governance, data privacy and security, and discovery.”

Jonathan is an experienced attorney with a broad expertise. Before joining the Ohio Attorney General’s Office, he assisted WilmerHale with the representation of clients across a range of issues including, but not limited to, FCPA matters and other investigations. In addition, he assisted WilmerHale’s bank regulation and investment management group with various B/D matters and also represented companies with everything from incorporation to IPO or exit.

Since leaving WilmerHale, Jonathan has been assisting Ohio’s Attorneys General with litigation best practices, with a large focus on discovery matters, including privilege considerations and sanction avoidance.

Gordon Wilson is an Enterprise Account Executive at Everlaw, where he works closely with law firms to help them simplify complex legal work and embrace digital transformation in litigation. With more than 13 years of experience in sales — six of them dedicated to the legal sector — he brings a deep understanding of the challenges facing legal professionals today and the technology that can drive meaningful change.

Gordon’s career path spans from high-growth SaaS companies to professional sports organizations, giving him a unique perspective on relationship building, client engagement, and organizational transformation. Since joining Everlaw, he has partnered with leading firms to improve collaboration, streamline workflows, and enable teams to deliver stronger outcomes for clients.

Grounded in both practical experience and a broad professional network, Gordon is committed to advancing conversations about innovation in the legal industry, with a focus on how firms can adapt to evolving demands while maintaining excellence in client service.

Alyssa is a dedicated User Education Specialist at Everlaw, where she loves empowering users to feel at ease and confident with the platform. Before diving into the world of user education, Alyssa sharpened her skills as a Customer Support Specialist, gaining deep insights into what users truly need. When she’s not crafting engaging training sessions, Alyssa enjoys cozying up with her beloved cats or getting creative with her crochet projects.

Margot is a User Education Specialist and started with Everlaw in 2017. Prior to joining the User Education team, Margot was focused on enabling Everlaw’s customer-facing employees to deliver outstanding customer service. She’s excited to apply her enablement expertise and product knowledge towards creating effective and engaging learning experiences for Everlaw users!

Professor Delfino joined the tenure-track research faculty after more than two decades of service in various academic and administrative leadership roles at LMU Loyola Law School. Her professional journey reflects a deep commitment to teaching excellence, institutional service, and scholarly inquiry that bridges doctrine, practice, and public relevance.

From 2022 to 2025, Professor Delfino served as Associate Dean for Clinical Programs and Experiential Learning. In that capacity, she oversaw the law school’s 21 live-client clinics, its robust array of legal skills courses, and its extensive experiential learning programs, including trial and appellate advocacy, field placements, public interest and entertainment law programs, practicums, and academic centers. As Associate Dean, she worked closely with the LLS and LMU administrations on curricular design, academic policy, faculty development, and strategic budgetary planning. She also led initiatives to support teaching excellence, particularly in clinical pedagogy and professional skills instruction.

Prior to her tenure as Associate Dean, Professor Delfino served for a decade as a Clinical Professor of Law and Director of Loyola’s Field Placement Program. From 2006 to 2025, she served as the Faculty Director of Loyola’s nationally ranked Moot Court Program, where she developed and taught an intensive summer “boot camp” for advanced legal writing and oral advocacy students. Under her leadership, Loyola teams achieved consistent national recognition for excellence in brief writing and oral advocacy.

Professor Delfino teaches both doctrinal and experiential courses in civil procedure, appellate law, professional responsibility, civil procedure, and judicial process. In addition, she teaches a seminar on generative AI and the future of legal practice, exploring how emerging technologies are reshaping the legal profession, legal reasoning, and access to justice. She is also a faculty member in Loyola’s innovative part-time evening hybrid J.D. program, where she designed and teaches core courses tailored to the program’s distinctive pedagogical format, including ethical lawyering, appellate advocacy, and moot court.

Her research lies at the intersection of law, current events, and systemic disruptions—examining how the legal system responds to emergent threats such as the opioid epidemic, synthetic media and deepfake technologies, and mass migration. Her scholarship draws from multiple disciplines to address institutional design, risk allocation, and access to justice, with an emphasis on how law can offer redress, deterrence, and resilience in the face of unfolding societal challenges. She advocates for scholarship that engages across disciplines—connecting legal inquiry with fields such as business, humanities, public health, engineering, and the social sciences.

Before transitioning to full-time academia, Professor Delfino served for 17 years as a Lead Senior Appellate Attorney at the California Court of Appeal, Second Appellate District, Division Seven. There, she researched and drafted over 900 bench memoranda and legal opinions across a broad range of subject areas, including complex civil litigation, felony criminal appeals, dependency and delinquency matters, probate, and family law. She joined Loyola’s adjunct faculty in 1999 and began teaching while maintaining her full-time role at the court.

In addition to her work at Loyola, Professor Delfino is a longtime member of the adjunct faculty at Glendale Community College, where she has taught courses in California State and Local Government and political science. From 1999 to 2014, she served as a volunteer neutral for the Los Angeles County Superior Court, presiding as a mediator, arbitrator, and judge pro tem in more than 100 limited civil and small claims matters.

Earlier in her legal career, Professor Delfino practiced complex business litigation at Kirkland & Ellis and later at Quinn Emanuel Urquhart & Sullivan, where she handled a wide range of civil matters, including intellectual property disputes, construction defect litigation, white-collar criminal defense, and employment law.

She began her legal career with judicial clerkships for the Honorable Cliff Young of the Nevada Supreme Court and the Honorable William Shubb of the U.S. District Court for the Eastern District of California. Before attending law school, Professor Delfino served as an elementary school teacher in the Los Angeles Unified School District, working in schools in South Central Los Angeles.

Bridget is President and CEO of the American Arbitration Association-International Centre for Dispute Resolution.

She is also a Strategic Advisor to the Future of the Profession Initiative at the University of Pennsylvania Carey Law School. Until the end of 2022, McCormack was Chief Justice of the Michigan Supreme Court, a position her peers selected her for in January 2019 after she served for six years as a Justice. While on the Court, she championed innovation and the use of technology to improve access to justice.

A graduate of New York University Law School, McCormack started her legal career in New York City. In 1996, she joined the Yale Law School faculty. She then joined the University of Michigan Law School faculty in 1998, where she taught criminal law, legal ethics, and numerous clinics. She was Associate Dean for Clinical Affairs from 2002 until 2012.

McCormack was elected to The American Law Institute in 2013. The Attorney General of the United States appointed her to the National Commission on Forensic Science in 2014. In 2019, the Governor of Michigan named her Co-Chair of the Michigan Joint Task Force on Jail and Pretrial Incarceration. In 2020, she joined the American Bar Association’s Council on Legal Education and Admission to the Bar and currently serves as Vice Chair. In 2021, the Governor of Michigan asked her to co-chair the Michigan Task Force on Forensic Science and to chair the Michigan Jail Reform Advisory Council. She also chaired the Michigan Judicial Council, the strategic planning body for the judicial branch. In 2021, McCormack was also appointed to serve nationally on The Council of State Governments Healthy States National Task Force and the ABA Center for Innovation’s Governing Council. She was also named Chair of the ABA Board of Elections.

McCormack is an Editor of the ABA’s preeminent publication, Litigation Journal. She speaks and writes frequently about access to justice, innovation in the legal profession, and legal education.

Casey Newton is the founder and editor of Platformer, an independent publication devoted to exploring the intersection of technology and democracy. Of Platformer, it is said “there’s no better way to understand how social networks and the modern internet shapes our lives.” Always evolving with the news, Casey’s current work focuses on the rise of artificial intelligence, how social media affects human behavior and politics, government regulation of Big Tech, as well as the declining trust in government and ongoing threats to democracy. He also co-hosts Hard Fork, the critically acclaimed New York Times podcast about the future that is already here, alongside Kevin Roose.

Nilay Patel is the co-founder and editor-in-chief of The Verge, the technology and culture brand from Vox Media. In his decade at Vox, Patel has grown The Verge into one of the largest and most influential tech sites, with a global audience of millions of monthly readers. Under his leadership, The Verge has been nominated for a National Magazine Award and a Pulitzer Prize.

Jad Abumrad is the creator and former host of the podcast Radiolab, which has over 12 million downloads per month and airs on over 600 radio stations across the country. Radiolab combines compelling storytelling with innovative audio production to make complex ideas accessible, engaging, and emotionally resonant.

Abumrad has also served as a reporter and producer for many well-known podcasts, including All Things Considered, Morning Edition, On the Media, and more. He created and produced the podcast More Perfect, which is a series about untold Supreme Court stories that dives into the human side of the court, discussing history-making decisions in a real and relatable way.

Judge Willie J. Epps, Jr. serves as a U.S. Magistrate Judge for the Western District of Missouri and sits in Jefferson City. He is a graduate of Amherst College and Harvard Law School. He began his legal career in service to our country as an Air Force Judge Advocate, Special Assistant U.S. Attorney, and Assistant Special Counsel for the Waco Investigation. Later, he was named partner at two law firms and head of litigation at a financial services firm. Judge Epps is a Fellow of the American College of Trial Lawyers.

Judge Young B. Kim is a U.S. Magistrate Judge for the Northern District of Illinois. He was born in South Korea and his family emigrated to the United States when he was 11 years old. He began his legal career as an Assistant Cook County Public Defender in 1991. From 1993 to 1995, he clerked for District Judge Charles R. Norgle of the Northern District of Illinois. From 1995 to 2001, Judge Kim served as an Assistant U.S. Attorney with the Chicago office, prosecuting and litigating both civil and criminal cases. In 2001, the Equal Employment Opportunity Commission appointed him to serve as an Administrative Judge. Then in 2010, the District Court for the Northern District of Illinois appointed Judge Kim to a magistrate judge position. As a federal judge he particularly enjoys presiding over citizenship naturalization ceremonies in the ceremonial courtroom where he himself was naturalized as a United States citizen in 1986.

Gloria Lee is the Chief Legal Officer (CLO) at Everlaw, a cloud-based platform that unlocks the collaborative power of litigation and investigative teams.

As the company’s legal strategist, Gloria advises Everlaw’s executive leaders and Board of Directors to drive business growth while mitigating risk. She leads the legal department and is responsible for all legal, regulatory and privacy issues across the company.
Gloria brings to Everlaw over 25 years of experience as a ground-breaking trial lawyer and in-house counsel, with deep expertise in litigation, regulatory issues, technology and legal operations.

As CLO of Commure, a health-tech unicorn, Gloria oversaw the legal, regulatory, compliance, and security functions, and closed a merger with an imputed value of $6 billion. She also served as General Counsel (GC) at Newsela, an ed-tech unicorn. As Newsela’s first GC, she built the legal function from scratch, executed on a mandate to get the company IPO-ready and helped complete five acquisitions over two years.

Prior to Commure, Gloria served as VP, Deputy GC at Fitbit where she built and led various legal functions over time, helping the company launch more than 20 new products and services, and expand from 60 to more than 100 countries. In addition to successfully defending Fitbit in contentious patent and intellectual property litigation, Gloria was the company’s lead lawyer in Google’s $2.1 billion acquisition of Fitbit, shepherding the deal through rigorous antitrust review. Gloria worked with regulators around the world for nearly 15 months to successfully clear the merger in a climate of intense antitrust scrutiny of Big Tech, while dealing with novel data privacy issues.

Gloria has also held leadership positions at McKesson, a Fortune 10 healthcare company, where she advised on complex and novel legal matters. Prior, Gloria was a trial lawyer with the Oakland City Attorney’s Office, an attorney with the law firm of Morrison & Foerster, and a judicial law clerk for Chief Judge Pallmeyer of the U.S. District Court of the Northern District of Illinois.

Gloria received her B.A. with Honors from Swarthmore College and her J.D. Magna Cum Laude from the University of Minnesota Law School. She lives in the East Bay with her family and dog. She and her family love to travel, eating their way through countries. Ever the consummate litigation attorney, Gloria is a long time yoga devotee who still struggles to clear her mind.

LaTrece is an operations professional with over 18 years of work experience, with 10 years in the legal industry. She has a deep knowledge of optimizing processes and programs, supporting executive leadership, building strategic relationships with law firms, vendors, and business partners, while leading an effective team that supports a global department.

Ed leads technology and workflow strategy at GEICO, overseeing the design and execution of initiatives that enhance ediscovery, information governance, and records management operations. Ed plans legal department strategy on discovery best practices and leverages technology in-house and with vendors.

Yvonne Pham is Legal Director and Associate General Counsel at Everlaw, where she leads the commercial, product counseling, and intellectual property functions. As the company’s first product counsel, she built the legal frameworks that support product development, privacy, and IP strategy, and has become an early thought leader on the legal and ethical dimensions of generative AI. She also serves as the executive sponsor of Everlaw’s Asian American Pacific Islander employee resource group.

Yvonne’s career spans more than a decade advising technology companies at the cutting edge of innovation. Before Everlaw, she held in-house roles at Tesla, Cruise, and Lime, counseling on strategic transactions, product development, and regulatory challenges in fast-moving industries including automotive, autonomous vehicles, and mobility. She began her career at Reed Smith, where she advised clients on finance, M&A, and corporate governance across diverse industries.

Her work reflects a consistent focus on helping organizations navigate complexity, scale responsibly, and innovate with integrity.

Eric serves as the liaison between the legal and technology teams at the Minnesota Attorney General’s Office. He uses his specialized knowledge and experience to create technology-based solutions for complex problems. He helps develop case strategy related to the collection, review, and production of information. In the courtroom, he helps his colleagues communicate their theory of the case through exhibits and other visuals.

Prior to the AGO, Eric worked for a boutique digital forensics firm specializing in the investigation of trade secret theft. He has served as both a testifying and consulting expert witness.

Gordon Moffat is an experienced leader in ediscovery and legal technology, skilled in managing projects, teams, and processes. He’s passionate about achieving informed consensus and dedicated to delivering exceptional results.

Nikki is a principal at Altitude Collective, a consultancy that provides technology modernization and change management services. The primary focus is supporting SNAP and Medicaid delivery teams as they respond to HR1 by implementing process and technology changes.

Nikki works collaboratively with the team to provide services including technical and capacity assessment, team building and upskilling, design research and prototyping, use case selection and pilot program design, AI marketplace navigation and vendor evaluation, compliance audits and governance framework development, and responsible automation adoption planning.

Before Altitude, Nikki was Technology Modernization Advisor at the U.S. Department of Health and Human Services where she helped lead generative AI prototyping engagements to modernize operational functions and set standards.

Jessica Shane is Director of Sales for State, Local, and Education (SLED) organizations at Everlaw, where she leads a team dedicated to helping public sector organizations modernize their approach to litigation, FOIA, and public records response with a GovRAMP-certified cloud platform. She partners with state attorneys general, cities, counties, and educational institutions to bring cutting-edge legal technology to complex challenges, driving efficiency, transparency, and public trust.

Prior to Everlaw, Jessica spent more than a decade building and leading high-performing sales organizations at DocuSign and SAP Concur, where she spearheaded public sector, nonprofit, and higher education initiatives.

With over 20 years of experience at the intersection of technology and the public good, Jessica brings a proven track record of equipping government agencies with the tools they need to serve their communities more effectively.

Isabel is a Customer Onboarding Specilaist at Everlaw. Prior to joining Everlaw, she worked as a legal assistant for a boutique law firm in San Francisco. As a former Everlaw user, Isabel’s goal is to help all new customers feel confident tackling their discovery challenges using Everlaw as quickly as possible. Outside of work, Isabel enjoys reading, cooking, and exploring the Bay Area through running and hiking.

Alexander Crisel is a User Education Manager at Everlaw. His approach to User Education stems from his background using inquiry based learning as a science teacher. He believes asking the right questions creates an engaging environment where users can learn from each other. Outside of work, Alex enjoys trying new restaurants, exploring the outdoors and trivia nights with friends.

Carrie is a User Education Specialist with a background in Educational Publishing. Carrie combines their knowledge of instructional experience design with platform prowess to create engaging learning opportunities for Everlaw users of all levels. Outside of Everlaw, Carrie enjoys developing recipes, rockclimbing, and taking their dog for walks along the beach.

Justin Herring provides clients with comprehensive representation and counseling on sophisticated cybersecurity matters, including global incident response, enforcement actions and related litigation, cyber monitorships and regulatory compliance. He also advises individuals and entities in the crypto and fintech sectors.

Sam is a Senior Associate (Barrister) in the Litigation Department, specialising in commercial litigation.

He works closely with the Partners on the Litigation team and especially with Lewis Baglietto KC and Moshe Levy. He has experience in a wide range of civil and criminal matters and has appeared regularly in the Gibraltar courts since having been Called to the Bar.

Sam’s busy litigation practice involves a number of areas including commercial disputes, civil fraud, judicial review, trust law, competition law, telecommunications and libel cases.

Honieh Udenka is an associate in the Business Trial Practice Group in the firm’s Orange County office.

Honieh represents clients’ interests across the country in complex disputes in a variety of fields, including brand, reputation, and crisis management, as well as commercial and business litigation. Honieh has experience in complex disputes on matters of national significance, ranging from litigation matters involving global companies, to defense and investigation work for individuals and C-suite executives. Honieh is able to develop strong relationships with clients through a client-centered approach to lawyering and by providing thoughtful analysis, judgment, and solutions to demanding and complex challenges.

Honieh is committed to expanding access to justice in Orange County through the provision of free legal services to underserved populations. To that end, she incorporates pro bono matters into her practice. Honieh is deeply committed to racial justice and the diversification of the legal profession, and she advances this mission in her role on the board of the Thurgood Marshall Bar Association and Community Legal Aid of Southern California.

Joshua Harvey is the Director of Public Sector Customer Success at Everlaw, where he leads efforts to help government agencies modernize legal workflows and drive lasting impact. He brings nearly two decades of experience spanning legal practice, teaching, and customer success leadership.

Before joining Everlaw, Joshua spent over seven years at Lex Machina, most recently as Head of Customer Success, where he built and scaled high-performing teams supporting enterprise clients. Earlier in his career, he held client success and consulting roles at LexisNexis and served as an attorney with the U.S. Department of Justice and the Office of the Public Defender in Florida. He also taught as an adjunct instructor at Westwood College.

As Associate County Counselor and Administrative Law Manager for St. Louis County, Jennifer is responsible for managing the county government’s labor and employment team, including union negotiations, progressive discipline and EEOC complaints, legal opinions, document and case management system, ediscovery system and processes, records retention, and support staff.

Stephanie joined NAAG as a NAAG training program counsel for the Center for Legal Advocacy and Faculty Development in August 2021. Her duties include assisting in providing legal skills training, developing and enhancing skills courses, and engaging in faculty recruitment and development.

Prior to coming to NAAG, Stephanie served an assistant attorney general at the Nebraska Attorney General’s Office in the Civil Litigation Section for 17 years. At the Attorney General’s Office, she practiced in complex litigation involving a wide variety of legal issues including: tort, civil rights, employment law, inmate litigation, declaratory judgment, constitutionality issues, administrative law, and appellate work. She appeared and argued before the Nebraska Court of Appeals, the Nebraska Supreme Court, and the 8th Circuit Court of Appeals.

Stephanie obtained a Bachelor of Arts degree in Political Science with Minors in Spanish and Latin American Studies from the University of Nebraska at Lincoln in 2001 and a Juris Doctorate from the University of Nebraska College of Law in 2004. She is a member of the Nebraska State Bar Association and is a native of Papillion, Nebraska. Stephanie is married with three children, and enjoys running, bicycling, traveling and spending time with her family and friends.

John Carr is the director of federal programs at Everlaw, where he supports Everlaw’s strategic federal customers, including the U.S. Department of Justice, U.S. Courts, and U.S. Department of the Interior, and is especially interested in identifying solutions to improve ESI sharing across parties.

In this role, John also helped to stand up the “Everlaw for CJA” program which provides much-needed ediscovery support to Criminal Justice Act Panel attorneys across the country.

Prior to joining Everlaw, John was a senior leadership consultant for the U.S. Department of Justice Office of Chief Information Officer’s Innovation Engineering team, where he applied design thinking approaches to several key initiatives across the agency, including ways to improve investigative data sharing.

Considered the “Magic Man,” independent fire litigation consultant Greg McCullough specializes in uncovering the key evidence that makes the case in fire-related litigation.

Bob is a lawyer, veteran legal journalist, and award-winning blogger and podcaster. In 2011, he was named to the inaugural Fastcase 50, honoring “the law’s smartest, most courageous innovators, techies, visionaries and leaders.” Earlier in his career, he was editor-in-chief of several legal publications, including The National Law Journal, and editorial director of ALM’s Litigation Services Division.

For the past 30+ years, Steve Davis has performed and supervised hundreds of investigations on behalf of governmental agencies, corporations and law firms involving civil and criminal matters. Steve is a Licensed Private Investigator in the State of Texas and the Private Security Company Manager for Purpose Legal. Steve has been with Purpose Legal (and its predecessor company Digital Discovery) for the past 16 years. He has testified on behalf of his clients on over 50 occasions relating to investigative findings on both causation and damages.

Joy, Founder and CEO of Practice Aligned Resources, is recognized industry-wide as a leader in the litigation support industry. She brings decades of experience, having led some of the most well-respected global practice support groups, to her consulting practice. Blending education with technological agnosticism, Joy focuses on aligning people, process and technology to best fit her clients’ situations and find the right solution for their needs.

Elizabeth (Liz) Roper is a partner in Baker McKenzie’s North America Litigation and Global Dispute Resolution Practice, specializing in investigations, data security, and white collar defense. Liz advises clients on cybersecurity compliance, incident response, government investigations, internal investigations, and criminal defense matters. With over 15 years of experience in the Manhattan District Attorney’s Office, including over four years as Bureau Chief of the Cybercrime and Identity Theft Bureau (CITB), Liz pairs deep investigative experience with expertise in new technologies and electronic evidence, including digital forensics, mobile device data, network forensics, and blockchain analysis.

Liz has obtained the International Association of Privacy Professionals (IAPP) Certified Information Privacy Professional/United States (CIPP/US) certification.

Dave Shargel represents companies and executives in both internal and government investigations, as well as complex commercial disputes and arbitrations, across a wide range of business sectors and circumstances.

He has experience representing clients before the Securities and Exchange Commission (SEC), the Department of Justice (DOJ), and the Commodity Futures Trading Commission (CFTC), among other regulators. He has also represented clients before the Office of Foreign Assets Control (OFAC) and advises clients on sanctions compliance and related issues.

His litigation experience includes contract disputes, shareholder disputes, business valuation, insurance coverage, civil RICO, and fraud. He also handles real estate, aviation, construction and employment disputes, as well as matters involving constitutional law, such as under the Commerce and Due Process clauses. Dave has also successfully defended consumer class actions, such as those involving the Americans with Disabilities Act (ADA) and food labeling.

Dave is also highly adept at leveraging legal technology in his practice. He leads the firm’s ePractice Department, assisting clients and other Bracewell lawyers with best practices and guidance concerning electronically stored information (ESI) and digital forensics.

Dave devotes his pro bono efforts to clients in a variety of subject matters, including asylum and landlord-tenant disputes. Dave also serves as an adjunct professor of legal writing at Brooklyn Law School.

Chuck Kellner is an ediscovery strategist with a record of success helping clients give and get the discovery they need with fairness and proportionality. His experience spans litigation support in Am Law 50 and Big Eight, expert testimony in state and federal courts, and thought leadership and consulting to industry leaders and educational organizations.

With nearly two decades of experience at the intersection of law, design, and technology, Rachel Gonzalez is the Director of Customer & Partner Marketing at Everlaw. In this role, she leads a team dedicated to amplifying the voice of the customer, building a vibrant user community, and showcasing the transformative stories of legal professionals. Under her leadership, her team’s initiatives have helped elevate Everlaw to the number-one position in its software category, as ranked by hundreds of independent, verified reviews.

Prior to her current role, Rachel drove growth and demand generation for Everlaw. Her career in legal tech also includes five years at Rocket Lawyer, where she served as a Product Manager and Team Lead for Legal Content. She began her career on the legal team at the global design firm IDEO, where she spent five years handling contracts and legal specializations.

Alexander Crisel is a User Education Manager at Everlaw. His approach to User Education stems from his background using inquiry based learning as a science teacher. He believes asking the right questions creates an engaging environment where users can learn from each other. Outside of work, Alex enjoys trying new restaurants, exploring the outdoors and trivia nights with friends.

Kayla Teese is a User Education Manager at Everlaw. She’s passionate about witnessing the “lightbulb moment" in training sessions when users say “Oh, that’s how you do it?! That’s going to make my job so much easier!” Before Everlaw, you could find Kayla in a classroom in San Francisco teaching literature and history to teenagers.