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Ethics in Discovery 2021

Speaker(s): Andrea L. D'Ambra, Claudia T. Morgan, Philip N. Yannella, Preston L. Pugh
Recorded on: Jun. 23, 2021
PLI Program #: 306059

Andrea L. D'Ambra is a partner in the New York office and Head of eDiscovery and Information Governance for the United States, where she focuses on cybersecurity, data privacy, e-discovery, and cross border discovery.

Andrea counsels clients on preservation and data management issues, and has drafted information governance and records management policies for a number of multi-national companies. In addition to counselling, she has assisted clients in navigating foreign data privacy laws while complying with U.S. discovery obligations. Andrea also has presented at and moderated various Continuing Legal Education programs on cybersecurity, data protection and e-discovery issues, and has written on various information risk topics.

Andrea speaks on the unique eDiscovery challenges posed by cyber-incident response and has counselled clients on effective ways to protect their data in the hands of opponents in litigation.

Andrea served for over seven years as an officer in the United States Navy. Her diverse Naval experience includes serving as an action officer for high-profile investigations within the Bureau of Naval Personnel and managing the administrative and legal issues of the Navy's computer network defense command.

Andrea also is an adjunct professor of law at Temple and William and Mary Law Schools where she teaches classes on Electronic Discovery.  She was recently appointed to the Steering Committee of the Sedona Conference’s Working Group 1 that focuses on Electronic Document Retention and Production.  She is also a member of Sedona Working Group 6 which focuses on Cross Border Discovery, and Working Group 11 that considers data privacy and cybersecurity.

Claudia T. Morgan is eDiscovery Counsel in Wachtell, Lipton, Rosen & Katz’s Litigation Department. She focuses her practice on electronic discovery and information management, both domestically and abroad.  She has significant experience in responding to and advising on litigation in federal and state courts, regulatory requests for information, and internal investigations.

Ms. Morgan has managed all aspects of discovery, including coordinating with clients’ litigation departments, directing and consulting with vendors, and hiring and managing teams of contract attorneys and paralegals. She also has experience working with expert witnesses to collect and analyze relevant data.

Ms. Morgan counsels clients on a range of information risk management issues, including eDiscovery and Records and Information Management (RIM) best practices and litigation preparation. She has worked with clients in overhauling their corporate RIM policies and procedures.

Ms. Morgan received a B.S.F.S. from Georgetown University in 1992 and completed her J.D., with honors, from George Mason University School of Law in 1998.

Ms. Morgan is a member of the American Bar Association, the New York State Bar Association, and The Sedona Conference Working Groups 1 (Electronic Document Retention and Production, for which she was recently appointed to the Steering Committee), 6 (International Electronic Information Management, Discovery and Disclosure), and 11 (Data Security and Privacy Liability).


Preston Pugh co-leads the False Claims Act practice at Crowell & Moring.  He is an experienced trial and investigations lawyer, with a particular focus on whistleblower cases.  He served for several years in the federal sector, both in the United States Attorneys Office in Chicago and the National Labor Relations Board in Washington, D.C.  Today, Preston represents corporations and large institutions, and boards of directors, in internal and government-initiated investigations, litigation that stems from those investigations, jury trials, and in multiple stages of crisis management.

As a former Assistant U.S. Attorney, senior compliance investigations counsel at the General Electric Company (Healthcare), and a compliance monitor appointed multiple times, Preston assists clients operating in competitive and complex markets.  He is a prolific writer and speaker on topics including whistleblower cases, the False Claims Act, and corporate compliance investigations.  He is licensed to practice in Washington, D.C., New York, and Illinois.

As Practice Leader of the E-Discovery and Data Management Group, Mr. Yannella manages litigation involving complex eDiscovery, leveraging his experience as National Discovery Counsel for more than a dozen companies in nationwide litigations. He advises clients in a wide range of industries on the creation of records retention policies and schedules, and the implementation of worldwide information governance programs.