Exterro XChange 2024: Exchanging Ideas, Building Community, Empowering You.

At the Exterro XChange Global Conference, Exterro users, professionals, partners, and thought-leaders will come together for three exciting days of educational sessions and networking activities.

Join us to exchange ideas, make connections, acquire new skills, and explore the complex connections between privacy, e-discovery, cybersecurity compliance, and digital forensics.

XChange Global Conference will be held at The Starling Atlanta Midtown, located in the heart of Midtown Atlanta, next to Colony Square's restaurants, shops, and featured events. The High Museum of Art, MODA, Piedmont Park, and Atlanta Botanical Gardens are all within a mile of our hotel, and downtown attractions are less than 15 minutes away. For hotel room booking, you can book your stay here.

The XChange 2024 Agenda is now LIVE. Take a look at the agenda here!

Why attend XChange 2024?

Meet our Speakers

  • presenter
    Thomas Mullane
    Assoc Dir, E-Discovery & Cyber Investigations
    RTX
    View Bio
    Tom Mullane has been dedicated to the continued success of the eDiscovery Team at United Technologies and RTX since its inception over fifteen years ago. Prior to joining the eDiscovery & Investigations Team, Tom held a variety of positions in Information Technology, including Server Management, Security Operations, and Third Party Security Risk Assessment. Currently, he project manages all e-discovery activities at RTX, and consults with application owners to align business needs and E-Discovery requirements.
    Tom holds a Master of Science in Information Assurance from Norwich University and a Graduate Certificate in Project Management from Boston University, and has earned both CISSP and CISM security certifications and CIPP/US and CIPP/E privacy certifications.
  • presenter
    Kelly Smits
    Assistant General Counsel & E-Discovery Counsel
    Willis Towers Watson
    View Bio
    Kelly Smits is Assistant General Counsel and E-Discovery Counsel for Willis Towers Watson where she manages North American professional liability claims and litigation and oversees WTW’s e-discovery processes.
  • presenter
    Heather Naaktgeboren
    Senior Paralegal & E-Discovery Manager
    Willis Towers Watson
    View Bio
    Heather D. B. Naaktgeboren is a Senior Paralegal, E-Discovery Manager & Co-Regional Governance Manager (North America) at WTW.
  • presenter
    Nirav Shah
    E-Discovery Counsel
    Home Depot
    View Bio
    Nirav Shah serves as eDiscovery Counsel at The Home Depot, where he provides critical legal guidance to the in-house team, manages external counsel and vendors, and advises on best practices in eDiscovery. His role encompasses overseeing eDiscovery across various legal domains, including commercial litigation, class actions, general liability, intellectual property, employment, tax, and real estate. Nirav directs the implementation and execution of legal hold and preservation processes, ensuring The Home Depot’s compliance and readiness for legal proceedings.

    Nirav is widely acknowledged as a thought leader in legal technology. His passion for sharing his expertise and mentoring others is evident in his numerous speaking engagements at conferences, educational forums, events, and webcasts, which are testaments to his significant influence in the industry. Nirav’s commitment to shaping the future of eDiscovery education is further demonstrated by his role on the Planning Committee for the University of Florida Law E-Discovery Conference.

    Before joining The Home Depot, Nirav practiced with Troutman Sanders as a Senior Discovery Attorney, where he honed his skills in managing complex eDiscovery processes. He also served as a Director within FTI Consulting’s Technology group, further establishing his expertise in legal technology solutions.

    Nirav Shah’s educational journey includes dual degrees in Mathematics and Organizational Studies from the University of Michigan and a Juris Doctor from Georgetown University Law Center. His unwavering commitment to excellence and innovation in eDiscovery is evident in his career achievements and significant contributions to the legal community.

    Nirav’s dedication to the legal field extends beyond his professional roles. He is actively involved in various volunteer activities and passion projects, demonstrating his commitment to giving back to the community and fostering the next generation of legal professionals.
  • presenter
    Jennifer Tudor Wright
    Partner
    Barnes and Thornburg
    View Bio
    Over the last decade, Jennifer has also developed deep experience in the area of e-discovery and document management. Jennifer has managed virtually all aspects of discovery in the single plaintiff, multiparty and multidistrict litigation (MDL) contexts, including leading legal hold implementation and ongoing management, developing preservation strategies incorporating IT and HR functions, selecting and managing vendors, identifying and forensically collecting custodial and noncustodial data, training, overseeing and conducting quality control of large and diverse review teams, aiding in validation and production, coordinating nonparty discovery, taking and defending lay and expert depositions, working with experts to develop case-specific reports, and preparing exhibits for trial.

    Jennifer also works with corporate executives to build comprehensive information governance programs, including record retention, defensible disposition, litigation hold management, communication management and preservation. She meets with key client personnel to analyze their business needs and prepare customized retention schedules and document retention and destruction policies. In addition, Jennifer assists in developing company-specific legal hold checklists and tracking mechanisms, as well as educates, trains and advises teams of professionals to implement such policies.

    Jennifer is a Certified E-Discovery Specialist, a member of the Academy of Court-Appointed Neutrals, a member of Women in Ediscovery, the 2019-2021 Indiana Member Liaison for International Legal Technology Association (ILTA), a 2015-2024 Super Lawyer’s Rising Star, a 2021-2022 Appointee to Civil Litigation Task Force (eDiscovery-Focused) of the Indiana Supreme Court Innovation Initiative, and a 2019-2023 Invited Author on the International Legal Holds Drafting Group of The Sedona Conference.
  • presenter
    Brandon McGrath
    Information Governance Project Manager
    The Hanover Insurance Co.
    View Bio
    Brandon McGrath is a Project Manager at the Hanover Insurance Group, where he leads a team focused on identifying abandoned, sensitive, and obsolete data using Exterro Data Discovery. With over 15 years of experience in the Insurance and IT industries, he drives innovation and transformation in Information Governance to ensure the 3 C's of Confidence, Control and Costs in Hanover’s data management programs
  • presenter
    Patrick Butts
    Hilltop Securities
    View Bio
    Patrick Butts, CEDS, IGP is Legal Operations and Information Governance Manager 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, Commodities 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.
  • presenter
    Ed Erkes
    E-Discovery Examiner
    Aflac
    View Bio
    After starting my career in accounting, internal audit and finance, I changed my career to the IT field and worked with in the administration of the Microsoft servers and desktop software with a Fortune 200 company. After 8 years of the server and desktop administration, I changed to the corporate forensic/eDiscovery field and consulted in the US, Europe, South America and Asia for 10 years. In 2014, I implemented an enterprise eDiscovery tool at an Atlanta based company and maintained it there for 4 years. In 2018, I started working at Aflac and in early 2020 Aflac implemented the Exterro eDiscovery tool using the Legal Hold, EDDM and Review modules. At Aflac, I have trained over 90 internal employees and the staff of our outside counsel how to use the Exterro system.

    I have held the following certifications: CISSP, CEDS, EnCEP, EnCE, MCSE, CCE and Green Belt.
  • presenter
    Michael Duffey
    Case Manager, eDiscovery & Information Governance,
    Meta
    View Bio
    Michael joined Meta in March 2017 and has been working in case management throughout his tenure at the company. He is responsible for managing Meta matters throughout the EDRM lifecycle. Prior to joining Meta, Michael worked as a litigation paralegal specialist at Ropes & Gray LLP and has over 20 years of experience working in Legal.
  • presenter
    David Kessler
    Global Head of eDiscovery and Information Governance; Head of Privacy, US
    Norton Rose Fulbright
    View Bio
    David focuses his practice on e-discovery, privacy, information governance and cybersecurity. He advises clients on a broad range of strategic and tactical questions regarding data management and e-discovery and, in particular, on cross border discovery including the interplay of U.S. discovery obligations and non-U.S. data protection.
  • presenter
    Victor O Adu-Gyamfi
    Corporate Investigations FeD Team Lead
    Progressive
    View Bio
    Victor Oppong Adu-Gyamfi, a former Mining Engineer from Ghana, now works at Progressive in Enterprise Security. He leads the Forensics and eDiscovery (FeD) team. He is passionate about data-driven risk management and uses Exterro to enhance regulatory compliance and digital trust in eDiscovery processes. Victor holds a BA in Applied Mathematics and an MBA in Operations Management and Information Systems Management from Cleveland State University.
  • presenter
    Linda Luperchio
    Assistant Vice President - Information Governance, eDiscovery and Legal Operations
    The Hanover Insurance Co.
    View Bio
  • presenter
    Keith Turbesi
    Senior Project Manager
    View Bio
    Keith Turbesi is Senior Project Manager for the Hanover Insurance Group. With twenty-five years of experience, he is responsible for driving and implementing Information Governance strategy that aligns with the needs and goals for the Office of General Counsel. Keith has a passion for driving eDiscovery and Information Governance process improvement for the overall portfolio, individual projects, metrics, and reporting. He is a trusted advisor and strategist who drives innovation, and transformation, by doing the right thing, to ensure defensible accountability, while also ensuring compliance and quality.
  • presenter
    Ron Hedges
    Former USMJ
    View Bio
    Ronald J. Hedges is the Principal of Ronald J. Hedges LLC. He served as a United States Magistrate Judge in the District of New Jersey for over 20 years. He speaks and writes on a variety of topics, many of which are related to electronic information, including procedural and substantive criminal law, information governance, litigation management, and the integration of new technologies such as artificial intelligence into existing information governance policies and procedures. Among other things, Ron is the chair of the Court Technology Committee of the Judicial Division of the ABA. He is also a member of the artificial intelligence task forces of the New Jersey and New York state bar associations.
  • presenter
    Matthew Petersen
    Information Security Manager
    Rockwell Automation
    View Bio
    Matthew J. Petersen, 20 years as a Special Agent in the Federal Bureau of Investigations. 18 of those years as a Certified Computer Analysis Response Team (CART) Forensic Examiner. Certified in Mac, Linux, Windows, memory analysis, PDA and Cell Phone Forensics. I have written three white papers for the FBI regarding Innocent Images - Peer to Peer examination, Recovery of deleted VM Images, and the Examination of the PLC from Wind Turbines. One of the last cases in the FBI I performed the examination and analysis of six wind turbines for the US vs Sinovel case in 2011. I have testified in Local, State and Federal and Military as an expert in computer forensics. I have been called to testify in Arizona, Florida, Illinois, New Jersey, New York, and Wisconsin. In 2017, I retired from the FBI and migrated into the Corporate investigations in performing examination for E-Discovery, Insider Risk and CSIRT Investigations. I have used FTK Stand Alone, FTK Enterprise, FTK E-Discovery, FTK Imager, Regisrty Viewer, PRTK and Exterro E-Discovery. We utilize the strength of Exterro IPP in a MS Purview platform, and have performed E-Discovery in other platforms as well as utilzed other forensic tools.
  • presenter
    David Cohen
    Partner
    Reed Smith
    View Bio
    David chairs Reed Smith’s Records & E-Discovery (RED) Practice Group and is a member of the firm’s Global Leadership Team. A Harvard Law graduate with more than 35 years of commercial litigation experience, David serves as e-discovery counsel and information governance counsel to some of the top companies in the world. David also represents clients in complex litigation matters and counsels companies of all sizes on information governance and emerging technology issues. He has won multiple innovation, technology, and leadership awards, and has been recognized individually by Chambers Global, Chambers USA, Super Lawyers, Best Lawyers, and Who’s Who Legal. The 70+ lawyer RED Practice Group that David leads has also been recognized by Chambers and Legal 500 as a leading e-discovery practice. He is the principal architect of Reed Smith’s E-Discovery App, chairs the EDRM Project Trustees, and is on the advisory board of the Georgetown Advanced eDiscovery Institute. He has served as a court-appointed E-Discovery Special Master in multiple cases and has helped to draft and support amendments to state and federal rules focusing on e-discovery. He has authored numerous legal publications and is a frequent presenter at continuing legal education and judicial training seminars regarding e-discovery, cross-border discovery, artificial intelligence, and information governance.
  • presenter
    Scott Milner
    Partner and Global Practice Group Leader
    Morgan, Lewis & Bockius LLP
    View Bio
    Scott A. Milner is a Chambers ranked litigator and legal entrepreneur who has practiced at the intersection of law, technology, and design for nearly two decades. Scott is the global practice leader of Morgan Lewis’s eData practice, a data-driven practice that is transforming the delivery of legal services by leveraging people, processes, and technology to reimagine the work lawyers do. While at the helm, Scott has assisted in developing industry-leading best practices and strategies for sensible, defensible information governance, discovery, and litigation readiness.

    Scott counsels and advises companies in electronic discovery and information governance processes and best practices. He works with Morgan Lewis’s lawyers across practice groups to tailor strategies and discovery management plans for clients around the globe, in numerous industries and disciplines. Scott’s practice encompasses all phases of eDiscovery, from preservation and collection to review and production of large volumes of electronically stored information (ESI). Scott participates in 26(f) conferences, negotiates ESI protocols and FRE 502(d) orders along with advising clients on collection and search and retrieval methodologies. Clients frequently engage and rely on Scott to negotiate discovery protocols with several U.S. government agencies, as well as numerous state U.S. Attorneys’ offices. He serves as eDiscovery liaison in jurisdictions across the United States, negotiates TAR protocols, and handles motions practice related to discovery disputes.

    Sharing almost two decades of experience in eDiscovery, Scott is a trusted thought leader in the industry, frequently speaking and writing articles on topics in the AI including the Ethics of AI, discovery, data incident response, IG, innovation, and disruption space. Scott was recently recognized as an AI Visionary, a finalist as an Attorney Tech Evangelist, recognized as a Legal Technology Trailblazer, Scott’s LATHOS application won the Tech-Enabled Litigation Department of the Year award at the 2022 Legalweek’s Leaders in Tech Law Awards and our eData Tech Stack won the E-Discovery Technology and Innovation award in the law firm category at the 2024 Legalweek’s Leaders in Tech Law Awards.

    Scott received his J.D., cum laude, from Villanova University School of Law and B.A. from the University of Florida.
  • presenter
    Alan Friel
    Squire Patton Boggs
    View Bio
  • presenter
    LaTrece Johnson
    Director, Head of Legal Operations
    Palo Alto Networks
    View Bio
    LaTrece Johnson is a dynamic professional with over 13 years of experience, boasting 9 years in the legal industry. Her career showcases a commitment to optimizing processes and programs, supporting executive leadership, and fostering organization-wide initiatives. LaTrece has honed her expertise in building strategic relationships with law firms, vendors, and business partners, while adeptly leading effective teams in support of evolving global organizations.

    In her current role as Director, Head of Legal Operations at Palo Alto Networks, a global leader in cybersecurity, LaTrece exemplifies leadership by empowering her team to tackle new challenges while embodying the company's core values. Prior to her current position, she contributed significantly to the legal operations community at the Corporate Legal Operations Consortium and worked for large Fortune 500 organizations like Ross Stores Inc and Adobe Inc.

    Beyond her professional endeavors, LaTrece is a passionate advocate for diversity and inclusion within the legal operations industry. She co-started a LinkedIn group for black legal ops professionals to foster networking and support. Based in Los Angeles, LaTrece enjoys a vibrant personal life, participating in competitive kickball, organizing events for a black women in tech group, exploring culinary delights, and spending time with her puppy and family.. Her commitment to excellence, paired with her dedication to advancing diversity, marks her as a standout leader in both her professional and personal spheres.
  • presenter
    Dan Hudson
    Senior eDiscovery Forensic Engineer
    The Hanover Insurance Co.
    View Bio
    Dan Hudson is an eDiscovery Forensics Engineer at The Hanover Insurance Group, who has dedicated an impressive 27 years with the company. Throughout his tenure, he has held diverse IT roles, spanning from Desktop and Server Administration to Security and Forensics. Since 2012, he has been associated with Exterro, where his passion for eDiscovery, Information Governance and Forensics thrives. Notably, Dan holds a GIAC certification as a Forensics Analyst, underscoring his expertise in this field. His curiosity extends to understanding the intricate workings of today’s technology and the internet of things. Dan’s commitment lies in anticipating his team’s needs and ensuring transparency and efficiency in all endeavors.

Meet Our Team

  • presenter
    Bobby Balachandran
    President and CEO
    Exterro
    View Bio
    Bobby Balachandran is the founder, president and CEO of Exterro, Inc. After an extensive career building mission-critical applications in the financial services, healthcare and telecommunications sectors, Bobby founded Exterro with the conviction that the legal industry was rife with opportunities for process improvements that could be driven from lessons learned in other industries. Today, Bobby fulfills Exterro’s founding principles by leading the company in building a comprehensive platform for global corporations to mitigate risks, control costs, and have complete end to end visibility into their legal processes. Bobby holds a BS in computer science from Government College of Technology in Coimbatore, India, and an MS in computer science from Portland State University in Portland, Oregon.
  • presenter
    Michelle Spencer
    Chief Financial Officer
    Exterro
    View Bio
    Michelle Spencer oversees all finance and accounting functions for Exterro. During the past 15 years, she has led similar functions at global high-growth technology companies that provide cloud-based solutions and Software-as-a-Service systems. She has been instrumental in guiding companies to achieve significant growth and profitability. Earlier in her career, she held executive and senior level positions primarily with companies in legal, retail, distribution, and manufacturing industries. She earned an MBA from Duke University and holds a BBA in Accounting from The University of Texas in Austin. She is a licensed CPA.

  • presenter
    Rick Valentine
    Chief Customer Officer
    Exterro
    View Bio
    Rick Valentine brings more than three decades of leadership experience to his role as Chief Customer Officer at Exterro. His prior executive experience encompasses both large public enterprises and high-growth startups in the high-tech space, including Silver Peak Systems/HPE, Veritas/Symantec, Intuit, and most recently Quantum. As CCO, Rick believes in instilling a customer-centric culture across the organization and guiding the full spectrum of customer experiences, from implementation and delivery of professional services through onboarding, training, partner enablement, and renewals. He partners cross-functionally to align the entire Exterro team with customer needs and expectations to sustain the highest possible levels of customer satisfaction, loyalty, and business growth. He's a big believer in using data mining and analytics to drive best-in-class customer service and retention results and to inform practical cost containment practices. If you're a customer, feel free to reach out!
  • presenter
    Ajith Samuel
    Chief Product Officer
    Exterro
    View Bio
    Ajith Samuel, Exterro's Chief Product Officer and cofounder of the company, leads the company’s product strategy team in creating innovative solutions to help large corporations identify and mitigate data risks.. Ajith has 15 years of experience in regulatory compliance and designing and architecting large-scale information systems for the futures industry. He holds a master’s degree in computer applications from St. Joseph’s in Trichy, India.
  • presenter
    Dr. Kavitha Thangasami
    Chief Research & Development Officer
    Exterro
    View Bio
    Dr. Thangasami is responsible for overseeing all functions at the Exterro R&D office, which includes software development, technical support and corporate management. With more than 10 years of research experience in distributed data sciences and doctoral degrees in computer science and engineering, she is ideally qualified to lead Exterro’s big data strategy and development of predictive and prescriptive analytics. In addition to her doctoral degrees, she also has earned a master’s degree in business administration.

  • presenter
    Clay Cocalis
    Chief Revenue Officer
    Exterro
    View Bio
    Clay Cocalis brings more than 25 years of sales management expertise in building and leading high-performing sales organizations within the legal services, financial services and information services industries. His leadership style carries a reputation for commitment to customers, especially in his diligence and responsiveness to their needs, long-term satisfaction, and customer partnerships.
    Prior to joining Exterro, Clay served as the Chief Revenue Officer for Morae Global. Before joining Morae he was Executive Vice President of Sales at Epiq (formerly DTI), where he successfully drove revenue and business growth while unifying two of the industry’s largest eDiscovery sales organizations. Previously, in sales leadership roles at Dow Jones & Company, Factiva, and Tower Group, Cocalis orchestrated robust growth that outperformed key competitors at each of these organizations.

  • presenter
    Jenny Hamilton
    General Counsel
    Exterro
    View Bio
    Jenny Hamilton is respected as an innovator in the legal profession for her award-winning approach to building legal operations and data governance programs. In recent years, her practice has focused on the intersection of e-discovery, privacy and cybersecurity. After graduating from University of Texas, she went into major account sales for Gateway Computers, where she was encouraged by in-house counsel to make a leap towards law school. Upon graduation from the University of Iowa College of Law, she moved to Chicago to practice commercial litigation. John Deere recruited her from private practice to spearhead the company’s e-discovery, investigations and data privacy. Early on, Hamilton’s team selected Exterro as their first e-discovery program, and Legal Technology News hailed Deere for their disciplined approach to technology acquisition. Hamilton continued on to receive c-suite recognition through the team’s transformative use of data analytics, building a scalable cross-border program for forensic investigations and e-discovery, and leading a law department-wide technology initiative to achieve operational excellence. Following her 14-year career at Deere, Hamilton served as general counsel and data privacy officer for a legal services firm, HaystackID, as a strategic legal advisor to the c-suite and board while building out their legal and compliance operations.
  • presenter
    Paul Valentino
    Chief People Officer
    Exterro
    View Bio
    Paul Valentino is the Chief People Officer for Exterro. Prior to Exterro, he spent 6 years at Proofpoint in human resources leadership roles, including as Chief People Officer. At Proofpoint, Paul was responsible for driving global business growth through people-centric human resources initiatives, including key talent development, DEI and wellness programs. Paul has over 30 years of experience, including a variety of human resources roles at Velodyne Lidar, Rambus, Juniper Networks, and Synopsys.
    Paul is an accomplished Human Resource professional with extensive experience in all HR functions and recognized business acumen that integrates HR and business strategy with dynamic business environments. He is a proven partner with senior leaders ensuring a common direction and leadership for the business and is recognized for developing organizational structures and workforce plans that support change. Paul holds a B.A. in Political Science from the University of Missouri, Columbia.

  • presenter
    Shashi Angadi
    Chief Information Officer & Chief Technology Officer
    Exterro
    View Bio
    Shashidhar Angadi serves as CIO/CTO and is also a cofounder of Exterro. He oversees innovation, development, infrastructure, and security. Shashi brings nearly 27 years of experience developing large scale enterprise solutions and platforms. He has been instrumental in driving technology direction and creating breakthrough solutions in creating a world class eDiscovery and information governance platform at Exterro. He manages a geographically dispersed team of world class engineers to drive rapid growth. Shashi has a bachelor’s degree in computer science from Bangalore University and an MBA from Jones School of Business, Rice University.
  • presenter
    Anthony Diaz
    Chief Information Security Officer
    Exterro
    View Bio
    Anthony brings two decades of expertise in the Cybersecurity and technology industry to Exterro. Before joining, he led transformative programs at companies such as Merrill Lynch, J&J, Deloitte, IBM, Optiv Security Inc., Ernst & Young, and HSBC. His security practitioner and business leader background offers a unique perspective to help drive positive business outcomes for Exterro's clients. As the CISO, he manages and communicates risk, defines the strategy, and oversees the execution of the information security program at Exterro. If you have questions about Exterro's security program or want to talk about cyber, please reach out!

  • presenter
    Bobby Jahanbani
    Senior Vice President, Sales
    Exterro
    View Bio
    Bobby Jahanbani leads Exterro’s Enterprise Sales, Business Development and Sales Engineering teams. Bobby joined Exterro in 2013 and is a veteran corporate legal software sales leader with more than 25 years of experience. Prior to joining Exterro, Bobby held a variety of sales and management positions at iManage (Interwoven-Autonomy), CompuLaw, X1, Bridgeway, Mitratech and Datacert. Bobby holds a Bachelor of Science degree in Computer Science and earned an MBA from the University of California Irvine.

  • presenter
    Michael DelVecchio
    Senior Vice President, Sales
    Exterro
    View Bio
    Mike DelVecchio brings over 20 years of experience managing teams in fast-paced, high-growth companies. He is skilled in building, developing, and inspiring sales, account management, business development, and solution engineering teams across North America, Public Sector, and International.

    Prior to joining Exterro, Mike served as the Senior Vice President of Sales at Zapproved where he drove over a 100% revenue increase during his tenure. This led to the successful acquisition by Exterro in January 2023. Previously, Mike held enterprise sales leadership roles at SalesLoft, Xactly, and Corporate Executive Board (now Gartner).

    An avid tennis player and father of three, when he's not working you'll find Mike outdoors and spending time with his family.
  • presenter
    Alison Fortner
    Solutions Consultant
    Exterro
    View Bio
    Alison Fortner is a Solutions Consultant with Exterro, focusing on the eDiscovery product set. She fell into eDiscovery working for Leidos as a contractor with the Civil Division of the DOJ’s Litigation Support Training Department and Help Desk prior to joining Exterro. Alison has a master’s degree in Library and Information Sciences. She thoroughly enjoys the challenge of finding the best solutions to each customer’s unique requirements.
  • presenter
    Brad Harris
    Vice President of Solutions
    Exterro
    View Bio
    Brad Harris has a diverse work experience spanning over several decades. Brad started his career at Tektronix as a Product Marketing Manager in 1980 and remained with the company until 1997. From 1997 to 2002, they served as the VP of Marketing at Intersolv/Merant (now Serena). Brad then worked as a Senior Product Manager at Cadence from 2002 to 2003. Brad joined Hewlett-Packard in 2003 as a Market Development Manager, and in 2004, they joined Fios, Inc as the Director of Product Management and Legal Technology Consulting. At Fios, Inc, Brad was responsible for product management and establishing discovery readiness consulting methodologies. Brad then moved to Zapproved in 2009 as the Vice President of Product and Distinguished Fellow, where he led the product strategy for their e-discovery applications. Brad also worked at Hanzo from 2019 to 2022, initially serving as the Vice President of Product and later transitioning into the role of Vice President of Product and Service Delivery. Currently, Brad is working at Exterro as the VP of Solutions, starting from 2023.
    Brad Harris has an MBA in Oregon Executive from the University of Oregon.

  • presenter
    Angie Hoffman
    Solutions Consultant
    Exterro
    View Bio
    Angie Hoffman is a Solutions Consultant, specializing in Privacy, at Exterro. She started her legal, compliance and information governance career at Jordan Lawrence, which was later acquired by Exterro. She has worked with hundreds of companies to identify their data and help them to manage it compliantly and defensibly, as a Professional Services Manager, then later as a Senior Client Success Manager. Now with over 10-years’ experience, Angie is a Solutions Consultant and is showcasing Exterro’s privacy solutions to customers and prospective buyers. Angie has worked with companies such as Santander Bank, lululemon, Fifth Third Bank, NHL and Cedar Fair. Volunteering is near and dear to her heart and she specifically enjoys volunteering for JDRF, supporting their mission to cure Type One Diabetes.
  • presenter
    Brenda Dodd, CEDS
    Director of Product Management
    Exterro
    View Bio
    Brenda Dodd is an innovative Certified eDiscovery Specialist with over 30 years of experience in the legal industry who is passionate about creating solutions that address complex challenges. Leveraging her unique combination of legal and technical experience, Dodd has been instrumental in helping law firms, corporations and government entities successfully implement and adopt technology for cost-effective and efficient management and review of electronically stored information.
  • presenter
    Dan Caroll
    Senior Product Manager
    Exterro
    View Bio
    Dan Carroll is a senior product manager at Exterro, overseeing the forensic product line. He previously worked at Ipro where he managed their analytics products and before that he was the Director of Voting Equipment Certification at the Arizona Secretary of State’s Office. He completed his bachelor’s from Arizona State University and resides in Gilbert, Arizona with his wife and two kids.
  • presenter
    Dan Sumpter
    Director of Training
    Exterro
    View Bio
    Dan Sumpter is a US Army MP Veteran and has previous work history in state corrections before retiring as a Detective from the Elyria Police Department in Ohio in 2019. Dan was a Digital Forensic Examiner and was certified from the Ohio Police Officers Academy as a Digital Evidence Recovery Specialist. Dan was an ICAC affiliate and still holds his police commission. Dan's formal education consists of 1yr Technical certificates in Digital Forensics and Police Science, Associate's Degree in Police Science, BS in Criminal Justice, and is currently completing his MS in Cyber Security. Dan has been employed at AccessData/Exterro for over 4yrs and is the Director of Training.
  • presenter
    Erin Corken, Esq., CEDS, CIPP/US, CIPP/E
    Senior Solutions Consultant
    Exterro
    View Bio
    Erin Corken is a Senior Solutions Consultant at Exterro where she specializes in E-Discovery and Privacy Law. She is a Certified E-Discovery Specialist and a Certified Information Privacy Professional. In addition to working at Exterro, Erin teaches several courses on E-Discovery, Information Privacy Law and Business Law.
  • presenter
    Dana Gurski, GBFA, ACE
    Training Instructor
    Exterro
    View Bio
    Dana Gurski is a Training Instructor for Exterro’s training department responsible for assisting clients with product training, workflow issues, use case examples, and guiding users on solutions available. Prior to joining Exterro, Dana began her career with a Bachelor of Science degree in Digital Forensics. Dana has also obtained several certifications in forensics with the most recent being GIAC’S Battlefield Forensics and Data Acquisition. For the past 7 years Dana worked with enterprise level organizations to acquire data for litigation and compliance, troubleshooting infrastructure complexities, migrating to the cloud, along with producing e-discovery data. Dana has specific experience with Microsoft 365 integration and is subject matter expert working with email data.
  • presenter
    Fahad Diwan, J.D., F.I.P., CIPP/C, CIPP/M
    Director of Product Management (Privacy & Data Governance)
    Exterro
    View Bio
    Fahad Diwan is Director of Product Management (Privacy & Data Governance Products) at Exterro, a market Data Risk Management software provider. In his role, he brings to market products that streamline and automate privacy compliance. Previously, Fahad was a privacy lawyer & consultant and worked at leadings firms like Norton Rose Fulbright, KPMG, and EY.
  • presenter
    Harsh Behl
    Vice President of Product Management
    Exterro
    View Bio
    Harsh Behl is a highly experienced professional in the field of product management and digital forensics. Harsh has held various key roles in leading technology companies, focusing on developing and implementing technical solutions to meet client needs. With a background in Electronics and Communications Engineering, Harsh has a proven track record of driving revenue growth and operational efficiency through innovative product strategies and tailored technical solutions.
  • presenter
    Jean Donaldson
    Senior Director of Solutions Consulting
    Exterro
    View Bio
    Jean Donaldson is a Sr. Director, Solutions Consulting at Exterro where she has been a subject matter expert in our product set for 9 years. Prior to joining Exterro, Jean spent 12 years at small law firms in the DC area as the IT Manager/Lit Support manager and 2 years working for Lockheed Martin embedded in the Civil Division of the DOJ where she was the Program Manager for the Litigation Support Training Department and Help Desk.
  • presenter
    Gilberto Costa, FIP, CIPP/E, CIPM, CIPT
    Director of Product Management (Privacy)
    Exterro
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    With extensive expertise in information privacy, Gilberto specializes in guiding clients through privacy program implementation and constructing GDPR-compliant Records of Processing (GDPR Art. 30) and DPIAs (Art. 28). Boasting over 20 years as a seasoned Project Manager, he drives innovation across diverse projects in Aviation, Location-Based Services, Energy, Health & Safety, and telecom infrastructure. Adept in GRC, Gilberto actively contributes to privacy initiatives for enterprises and governmental agencies, adeptly navigating GDPR, LGDP, and CCPA regulations. His success extends to Integrated Risk Management and GRC projects within the Pharma industry, complemented by a commitment to knowledge sharing through teaching at esteemed institutions like the US Air Force and US Navy. Diligently staying abreast of evolving industry standards, Gilberto upholds his professional excellence through internationally recognized certifications in Management, Privacy, Agile, and Governance Risk & Compliance.
  • presenter
    Justin Tolman
    Forensics Evangelist
    Exterro
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    Justin Tolman is the Forensic Subject Matter Expert at Exterro. He was formerly the Director of Training for North America at AccessData prior to and after the acquisition by Exterro. Justin has been developing written and video programs and training AccessData clients worldwide for almost 6 years. He also consults with clients on investigations and problems related to forensic issues and procedures. In his new role, Justin will be creating content related to forensic processes, technologies, and workflows, including those related to Forensic Toolkit (FTK). He will also interface with forensic professionals’ industry-wide to produce better tools and workflows that will help investigators be more successful in their work. Prior to working for AccessData, Justin worked as a Computer Forensic Specialist for the state of Ohio’s Bureau of Criminal Investigations. Justin has a master’s degree in Cyber Forensics from Purdue University and a bachelor’s degree in Computer Information Technology from Brigham Young University—Idaho.
  • presenter
    Michael Olig
    Senior Solutions Consultant
    Exterro
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    Michael Olig is the Director of Technical Engineering at Exterro, overseeing the Forensic Professional Services team in North America. Renowned for his problem-solving acumen and dedication to client success, Michael draws from a wealth of experience in the forensic, legal, and cybersecurity industries. He holds a paralegal certification from Duke University and studied computer science at the University of Wisconsin-Eau Claire, with an emphasis on software design and development.
  • presenter
    Kate Davenport
    Training Instructor
    Exterro
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    Kate Davenport has been a Training Instructor at Exterro for two years. Prior to coming to Exterro, Kate managed labs in both the private and public sector, working a variety of civil and criminal cases. It was through managing and training others in the lab that Kate found her passion to teach. Kate holds a number of industry certifications and attended Champlain College for her formal digital forensics education. Hailing from the Baltimore area, Kate loves reading, puzzles, hiking, paddleboarding, and playing with her three dogs in her spare time.
  • presenter
    Rebecca Perry, CIPP/US/G
    Director of Strategic Partnerships
    Exterro
    View Bio
    Rebecca Perry is the Director of Strategic Partnerships at Exterro. Rebecca has been with Exterro almost 30 years. She works with legal, IT, Compliance and Privacy professionals, along with their outside counsel, to accelerate compliance and mitigate risks in the areas of Data Privacy, Data Retention, Data Inventory/Mapping, Data Breach, E-Discovery & Digital Forensics.
    Rebecca has been a Certified Information Privacy Professional for the last 10 years and has been in the trenches with clients helping them solve complex data governance challenges.
    Rebecca speaks frequently on these topics to groups like the Association of Corporate Counsel, IAPP, PrivSec, Data Protection World Forum and Today's General Counsel. Rebecca also manages strategic partnerships with legal service providers and works closely with law firm partners.
  • presenter
    Nancy Patton
    Senior Director of Solutions Consulting
    Exterro
    View Bio
    As a former practicing attorney, Nancy understands the difficulties and challenges facing in-house legal professionals and their counterparts as their areas of responsibility are rapidly expanding into compliance, data control, and managing data risk. For over a decade, Nancy has worked for Exterro and is at her best when working side-by-side with clients to imagine new possibilities for solving a variety of challenges using the Exterro technology platform. Nancy also enjoys sharing her knowledge about our software with new employees at Exterro, on webcasts, conferences, and other forums.

    Prior to law school, Nancy worked in the Silicon Valley in a variety of fun and challenging jobs, mostly in HR and Finance, for small and emerging companies. Her experience working in the high-tech industry, coupled with legal education and e-Discovery/Information Governance expertise, results in an unusual blend of qualifications and skills that benefit her clients each and every day.
  • presenter
    Sarah Hargreaves
    Vice President of Global Training
    Exterro
    View Bio
    Sarah Hargreaves is the Vice President of Global Training at Exterro. Sarah started her career in digital forensics in 2003. Previously working in a criminal law practice, Sarah moved over to forensics after working on a number of investigations which inspired her to change career path. Her journey continued with a number of roles in Digital Forensic Laboratories, primarily supporting law enforcement in Child Sexual Exploitation investigation and general crime. Sarah progressed to Laboratory Management and later into Training Management.

    Sarah is experienced in digital investigation, laboratory management, ISO17025 and evidential process.

    Sarah lives in the North West of England and is a mum to two young children. She enjoys days out with her family and travelling.
  • presenter
    Vijai Viswanathan
    Senior Vice President of Product and Engineering
    Exterro
    View Bio
    Vijai Viswanathan is the Senior Vice President of Product and Engineering at Exterro. With over two decades of extensive experience in the technology sector, Vijai has a proven track record in leading large engineering teams through major transformations. At Exterro, he oversees product development and engineering strategies, ensuring the delivery of high-quality software solutions. Previously, Vijai held prominent roles at Zapproved and rewardStyle.
  • presenter
    Bree Murphy, CEDS
    Senior Solutions Consultant, Exterro
    View Bio
    Bree Murphy is a Senior Solutions Consultant at Exterro. Prior to joining Exterro, Bree worked as a project manager for a Service Provider and was the eDiscovery Manager for the Corporate Legal Department at a global insurance company. Bree also has 15 years of experience as a complex commercial litigation paralegal specializing in litigation support/ eDiscovery at several prestigious law firms in Houston, TX. She also worked with one of the nation’s largest international financial institutions performing Anti Money Laundering investigations.
    Bree obtained a Bachelor of Arts degree from Texas A&M University in College Station, TX and received Paralegal Certification from the Center of Advanced Legal Studies in Houston, TX. She has served on the AccessData Customer Advisory Board, is a Certified eDiscovery Specialist (ACEDS), served for over four years as the Membership Director for the Houston Chapter of Women in eDiscovery (and several conference planning committees), and is currently serving as the Membership Director for the Houston Chapter of ACEDS. Bree is also the co-host of the eDiscovery Chicks Podcast.
  • presenter
    Natasha Garnett
    Senior Solutions Consultant
    Exterro
    View Bio
    Natasha Garnett is a results-oriented leader with over 20 years of experience in product strategy. She is a Senior Solutions Consultant at Exterro, excelling in translating client insights into streamlined software solutions. Previously, Natasha was VP of Product Management at Sonasoft, where she defined product visions and optimized cross-functional teams. She has also held significant roles in UX/UI development and client engagement. Natasha ensures high-quality user experiences from concept to market adoption.
  • presenter
    James Blackburn
    Senior Instructor
    Exterro
    View Bio
    James Blackburn is a seasoned educator with extensive experience in designing and delivering course content, recording video content, and presenting at conferences. He currently serves as a Senior Instructor at Exterro, where he delivers training courses to legal and IT professionals. His role involves developing curricula based on software updates, recording LMS content, and creating assessments. James previously worked at AccessData as a Litigation Support Instructor and Product Support Representative, providing custom training and technical support. He has been with Exterro for over 15 years.

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About Exterro

Exterro’s data risk management solution is the only comprehensive platform that leverages automation, workflow optimization, and responsible AI to give professionals insight into and control over the complex interconnections of privacy, legal operations, enterprise digital investigations, cybersecurity response, compliance, and information governance. Thousands of teams around the world in corporations, law firms, managed services providers, and government and law enforcement agencies trust Exterro to manage their risks and drive successful outcomes at a lower cost.

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