Agenda

Start your day with a hot breakfast and fresh coffee while connecting with fellow attendees before sessions begin. A variety of options will be available to suit all preferences.

Stop by the registration table to check in, pick up your conference badge, and collect your event materials. Our team will be on hand to answer any questions and help get you settled for XChange.

Get certified onsite with our exclusive Exterro Certification Program — showcase your expertise and maximize the value of your Exterro tools.

Earn your Exterro Legal Hold Expert Certification in this comprehensive session that covers the full lifecycle of Legal Holds.

Please note that this is a bring-your-own-device training session, and attendees will be asked to connect to our cloud-based training system to participate in the training. No product download is required. This course will cover:

-Foundation: Understanding the Employees module, Non-Custodial Data Sources (NCDSs), and Matters.

-Creation & Issuance: Creating a legal hold from a template, understanding the wizard, and how to use templates. This includes identifying custodians, a variety of ways to add them, editing the template and notice language, and discussing different acknowledgment options.

-Management & Release: Managing the live legal hold process, including adding additional custodians, checking various statuses, reconfiguring reminders, and the complete process for releasing the hold.

-Integrated Features: Brief coverage of Questionnaires (Interviews), In-Place Preservation (IPP), and Employee Change Monitor (ECM) for users with those features.

Designed for experienced Legal Hold users and graduates of the Exterro Legal Hold Foundations certification, this advanced session dives deep into complex configurations, advanced customizations, and powerful integrations. Learners will analyze unique, real-world use cases to maximize the value of their Exterro ecosystem.

Please note that this is a bring-your-own-device training session, and attendees will be asked to connect to our cloud-based training system to participate in the training. No product download is required. This course will cover:

-Advanced Customization: Master the creation of sophisticated Legal Hold templates, customize notice language, optimize field configurations, and manage unique scenarios (such as “no-response-required” or “all-silent-custodians”).
-Interviews and Questionnaires: Design dynamic workflows utilizing new question types, sophisticated branching, conditional logic, and re-submission permissions. Discover how to issue questionnaires at any stage of the legal hold lifecycle.
-Integrations & Efficiency: Explore advanced topics in Data Source Discovery, managing Non-Custodial Data Sources (NCDSs), and leveraging In-Place Preservation (IPP) features to drive operational efficiency.
-Extending the Toolset: Implement advanced features like Approval Workflows and Consolidated Notifications, and how to develop purposeful strategies for follow-up notices.
-Reporting & Stakeholder Management: Deliver timely, clear, and actionable insights to key stakeholders both during and after the Legal Hold process.

Join us for a full day training class, taking FTK Central to more advanced levels. During the one day session, we will discuss advanced workflows and learn topics including:

Utilising the coding panel within FTK Central to enhance collaborative workflows. Using Search Reports to automate evidence tagging and production. Enhanced search techniques, allowing you find the data that you need more efficiently. Managing entities when working with various suspects and managing communications. Handling and getting the most out of mobile evidence.

This half-day session is designed for users involved in document review, including Quality Control after collection, internal investigation, or litigation review. The focus is on the overall use of the Exterro Review Vault, covering key tools and settings to enhance the review experience.

Please note that this is a bring-your-own-device training session, and attendees will be asked to connect to our cloud-based training system to participate in the training. No product download is required. The course includes:

-Document Review
-Summarization
-Coding (Tagging & Labeling)
-Redacting
-Searching
-Review Projects
-Review Portal
-Term Highlighting
-Similar Files
-Family Relationships
-Email Threading (document level or list view)

This half-day session is designed for users to master the process of harvesting data from communications, collaboration, and storage solutions into Exterro's e-discovery platform. Attendees will understand the objectives of running both Quick and Deep Scan assessments, data collection jobs, and on-demand data ingestion jobs. Attendees will understand which Exterro capabilities match their collection scenarios.

Please note that this is a bring-your-own-device training session, and attendees will be asked to connect to our cloud-based training system to participate in the training. No product download is required. This course will cover:

-Preparing to Add Data: Deciding the method (assessment, collection, or ingestion) and the preparations needed to add data to a matter.
-Creating an Assessment Job: Utilizing Exterro's connectors to run an early case assessment job–Deep Scan or Quick Scan–to collect metadata from a variety of data sources (such as Microsoft 365, Google, network shares, user machines).
-Creating a Collection Job: Utilizing Exterro's connectors to collect metadata and files from a variety of data sources (such as Microsoft 365, Google, network shares, user machines).
-Creating an ESI Ingestion Job: Loading data not collected using Exterro.
-Using Processing Filters: Determining which processing filter options to enable when running an assessment, collection, or ingestion job.
-Completing the Collection, Assessment, Ingestion (CAI) Certification: Attendees will have the opportunity to become certified!

Refuel and recharge with lunch. Enjoy a variety of options while networking with fellow attendees and taking a break between sessions.

This session is designed for users who want to master advanced searching techniques within the Exterro Review Vault. Building on basic search concepts, attendees will learn to leverage sophisticated features to conduct complex investigations, isolate key data, and gain deeper insights.

Please note that this is a bring-your-own-device training session, and attendees will be asked to connect to our cloud-based training system to participate in the training. No product download is required.The course will cover:

-Complex Query Construction: Utilizing advanced search operators and syntax to narrow down result sets.
-Metadata and Field Searching: Leveraging document metadata for precise data targeting.
-Search Management: Creating and managing saved searches for efficiency.
-Analytics Integration: Coverage of how advanced search interacts with tools like Exterro Assist (note: deep focus on Exterro Assist will be avoided).

CPE Credit-3
This session provides an in-depth focus on the Exterro Data Subject Access Request (DSAR) solution, which streamlines the entire data subject rights request process from end-to-end. Attendees will learn to manage all request types, including the Right to Access and Right to Delete, using a defensible and automated workflow. Due to the similarities between the DSR product and the FOIA/PRR product and Subpoena Manager, all three modules will be covered in this session.

Please note that this is a bring-your-own-device training session, and attendees will be asked to connect to our cloud-based training system to participate in the training. No product download is required.

The course covers the full lifecycle of a Data Subject Request:
-Intake & Verification: Working with the customizable Request Portal for secure submission and configuring identity verification methods.
-Automated Workflows: Automating the process of identifying the request type, routing it to the relevant parties, and utilizing configurable workflows to trigger search, collection, and review tasks.
-Data Acquisition & Review: Acquiring documents, reviewing personal information, and utilizing native redaction capabilities to protect PII and confidential data.
-Fulfillment & Audit: Generating defensible reports, securely providing the required documents to the data subject, and maintaining a complete audit trail of the process.

XChange Welcome Reception

The Insight Revolution starts here!. Meet us at the Welcome Reception to mix, mingle, and gear up for the days ahead.

Start your day with a hot breakfast and fresh coffee while connecting with fellow attendees before sessions begin. A variety of options will be available to suit all preferences.

Stop by the registration table to check in, pick up your conference badge, and collect your event materials. Our team will be on hand to answer any questions and help get you settled for XChange.

The organizations winning right now aren't just using AI — they're rebuilding how they think, decide, and operate around it. Learn what it actually means to become an AI-first company — not as a technology strategy, but as a leadership and organizational philosophy.

Every case starts with a clue — this year, the clues came from you. Something's been building behind the scenes, and it started with your feedback. This session pulls back the curtain on what we heard, what is already changing, and what's still in motion. Part reflection, part reveal — by the end, you'll understand exactly why we're calling this the beginning of something, not a recap of what's already happened.

The story doesn't end when the lights come back up — it changes shape entirely. Some things are easier to show than to tell — this is one of them. Building on everything uncovered earlier in the day, this session takes you somewhere new: a look at what we're building, why, and how much of it started with a conversation just like the ones we've been having with you. Expect the unexpected.

Cut past the hype and into the practical: real use cases, real workflows and real outcomes from organizations using Exterro's AI capabilities today. Learn how teams are automating routing rules, notifications, review prioritization and response generation so practitioners can focus on the judgment calls that actually require human expertise.

Refuel and recharge with lunch. Enjoy a variety of options while networking with fellow attendees and taking a break between sessions.

Get a look behind the curtain to see where Exterro ARMOUR is going next—including new workflow categories, new integration surfaces, and the product vision for fully autonomous legal operations on a 24-month horizon. This is a must-attend for anyone who wants to understand not just what Exterro does today, but what it makes possible tomorrow.

Take a technical deep dive walking through how FTK Connect automates the forensic workflow end-to-end—from remote collection and triage, through processing and analysis, to legal handoff—without breaking the chain of custody or defensibility. The session will include FTK 8.3 feature highlights and a live demo of automated collection-to-close workflows.

Data sprawl is no longer just an IT problem — it's a legal liability, a compliance exposure, and an AI governance risk converging at once.This fast-paced, collective intelligence session is built for practitioners who want more than a presentation — they want to solve real problems with real peers.

Spend hands-on time with Subpoena Manager in a guided demo environment. See how it streamlines the end-to-end subpoena response process — intake tracking, legal hold integration, production and audit trail. Demo staff available to walk through specific use cases and show integrations with Legal Hold and eDiscovery.

This session will show how Exterro ARMOUR for FTK deploys autonomous AI agents across the forensic investigation workflow — triaging data at scale, prioritizing collection based on relevance signals surfacing, key artifacts without waiting for a human and maintaining forensic integrity, and chain of custody throughout. Watch a live demo of Exterro ARMOUR for FTK running a realistic investigation scenario.

Join a candid customer-only roundtable bringing together the Exterro Product Services team and peers who have navigated complex implementations, major upgrades and workflow optimization engagements. Topics will include implementation, best practices, internal team structure for successful deployment, upgrade planning, post-go-live optimization and using Product Services strategically.

"If AI were applying for a job on your team, would you hire it?

At Hire. Train. Trust., your table will build an AI insight partner for a real workflow, give it a name, train its brain, and decide exactly what it can (and absolutely cannot) do.
Then we make things interesting.

Bad data. Missing facts. Conflicting policies. One very inconvenient curveball.
Can your AI teammate handle the pressure, or is it time to call in a human?
You’ll revise, defend, and pitch your creation Shark Tank–style to a panel of experts and peers. Two finalists. One live showdown. One AI teammate gets the job.
Come ready to build something brilliant – and see if it survives the interview."

Join us where the legends live! We’re hosting the XChange Customer Appreciation & Awards Dinner at the world-renowned Country Music Hall of Fame. It’s more than just an awards ceremony; it’s a full Nashville immersion. Between the dancing and the toasts, stay on your toes—we’ve curated a special surprise to make this night truly historic. Come for the honors, stay for the magic!

Start your day with a hot breakfast and fresh coffee while connecting with fellow attendees before sessions begin. A variety of options will be available to suit all preferences.

Exterro is thrilled to welcome Theresa Payton, the first female White House Chief Information Officer under President George W. Bush, as our keynote speaker for Exterro XChange. As a veteran cybercrime fighter and founder of Fortalice Solutions, Payton has built an exceptional career helping organizations secure big data and safely navigate high-stakes data breaches. With pioneering achievements in cybersecurity, AI, and digital trust, Payton's insights will inspire and inform attendees dedicated to protecting their organizations' data against modern digital threats.

This session tracks the most significant recent case law and judicial guidance on AI in legal proceedings. Learn what courts are accepting, what they are sanctioning, and what emerging standards for AI defensibility look like in practice. Walk away knowing exactly where your organization's current AI use creates legal exposure.

Most organizations don't have a data strategy problem because they lack ambition — they have one because they don't actually know what data they hold, where it lives, or how sensitive it is. In this 45-minute session, Fahad Diwan and Rebecca Perry give you a practical framework for building a defensible data strategy, then bring it to life with a live look at Exterro OptiX360.
You'll walk through the platform's three-tiered scanning approach in real time — from a Surface Scan that maps and clusters your data sources, to a Metadata Scan that refines those clusters, to a Targeted Content Scan that classifies sensitive and regulated content in place. See how Exterro OptiX360 turns raw metadata into business-context clusters, recommends retention, protection, and access control policies, and surfaces data that's ready for defensible disposition — all while your raw content stays inside your own environment.
Whether you're starting from a survey-based inventory you no longer trust or building a governance program from scratch, leave with a concrete first step for turning data chaos into a governed, current foundation that legal, privacy, security, and IT can all work from.

Join us for a candid conversation with one of our valued customers on how they moved structured data eDiscovery from a manual, resource-intensive bottleneck to a fully automated process—built in true partnership from the ground up.

In this fireside chat, we will discuss:

-The challenges that drove the need for change

-How the solution was co-developed through the product lifecycle

-The measurable impact it has had on their team

We will then open the floor for an interactive roundtable discussion where participants can share their own structured data challenges and opportunities, surfacing collective ideas on where automation can drive the next wave of productivity and efficiency. Expect real talk, not a sales pitch: a chance to learn from a peer's journey and shape the conversation on what's next.

Trace the full thread from preservation obligation through legal hold issuance, data collection, forensic investigation, legal review and production. See how the Exterro platform orchestrates this workflow as a single, auditable, and defensible process. This serves as a bridge session for organizations looking to align Legal Ops and DFIR on a shared workflow.

Get hands-on time with Exterro ARMOUR for FTK in a guided, live demo environment. See how Agentic FTK deploys autonomous AI agents across the forensic investigation workflow—triaging data at scale, prioritizing collection based on relevance signals, surfacing key artifacts without waiting for a human to find them, maintaining forensic integrity and chain of custody throughout.

This isn't a roadmap slide—it's the product. Running now, doing things that weren't possible two years ago.

Bring your real investigation scenarios. Our demo staff are available to:

-Walk through your specific collection and triage challenges.

-Show how Exterro ARMOUR for FTK integrates with your existing DFIR workflow.

-Answer the technical questions that don't fit in a breakout session.

No slides. No pitches. Just the product, running live.

Are you ready to stop managing eDiscovery reactively and start running it as a strategic function? Learn from peers in enterprise legal departments on how they've restructured their litigation readiness, posture driven defensible deletion programs, and built internal reporting that earns budget and credibility at the executive level.

Refuel and recharge with lunch. Enjoy a variety of options while networking with fellow attendees and taking a break between sessions.

Executive women leaders across legal operations, DFIR, privacy, compliance, and technology leadership discuss what it takes to build and sustain a career in legal tech. This panel of leaders will share insights on navigating organizational dynamics, earning a seat at the table, building cultures that attract talent, and leading through AI disruption.

Get hands-on time with DSR Manager in a guided, low-pressure demo environment. See how DSR Manager automates the end-to-end data subject request fulfillment process — intake, identity verification, data discovery, response generation, and audit trail — all in one place

DSAR volume is growing faster than most teams' capacity to fulfill manually, and this demo shows exactly how DSR Manager closes that gap

Bring your real workflow questions: demo staff are available to walk through your specific use case, show integrations with data mapping and Information Governance, and answer the "but how would this work for us?" questions that don't fit in a breakout session.

No slides. No pitches. Just the product, running live.

Forensic investigations are getting harder—data volumes are exploding, cloud and mobile sources are outpacing legacy tooling, and the pressure to respond faster without compromising forensic integrity has never been higher.

This is not a presentation. This is the room solving real problems together with the sharpest forensics minds in the room, structured and focused.

1.The Framing:First 15 minutes.We frame three of the most pressing challenges facing DFIR practitioners today: accelerating mean time to respond without breaking chain of custody, managing cloud and mobile evidence at scale, and building defensible investigation workflows that hold up under legal scrutiny.

2.Focused Breakouts:Next 20 minutes.The room splits into three focused breakout groups—each tackling one challenge head-on with Exterro DFIR experts anchoring each table. Groups work through their challenge to land on a concrete, actionable output: a workflow fix, a decision framework, or a best practice.

3.Rapid Debrief:Final 15 minutes.The full room comes back together. Each group shares their single most valuable insight, creating a peer-built DFIR playbook that every practitioner leaves with.

Get a wide-angle view of where corporate forensics is headed: the data types, threat vectors, and regulatory pressures that will define the discipline over the next 3–5 years. Also the AI and automation capabilities that will separate teams that keep pace from those that fall behind. This is a must-attend for forensic leaders and CISOs evaluating future capability investments.

Work in teams to design and configure real Exterro workflows from scratch—including routing rules, automated notifications, operational dashboards, and review controls—with Exterro product experts in the room to guide and challenge. Compete in a build challenge where the best-designed workflow wins! No prior configuration experience is required.

Proving the value of your investment shouldn't be an afterthought—it should be built into how you work every day. Yet, most ROI reporting is built by vendors based on assumptions. It's time to flip that model.

In this hands-on, customer-led session, we're handing you the blueprint:

-Review: Evaluate Exterro's initial ROI dashboard construct—the metrics, framework, and logic we believe matter most.

-Rebuild: Break into customer teams to challenge, reshape, and rebuild it around what actually proves value in your organization.

-Co-Author: Work together to design the tool that helps you and your stakeholders see and prove the true impact of your work.

By the end of the session, we'll have real, customer-validated input that shapes the future of how Exterro helps you demonstrate ROI—straight from the people who need it most.

We’re going out on a high note! Join us for an exclusive takeover of Luke’s 32 Bridge for a private rooftop bash high above the neon lights of Broadway. Bring your A-game as we kick things off with XChange Xtreme Trivia, then let’s toast to the connections made and the innovations shared. With the best views in Nashville, great drinks, and a crowd that knows how to celebrate, it’s the perfect way to wrap up an unforgettable week!