Speaker(s): Adam I. Cohen, Francesca A. Morris, Ignatius A. Grande, Kevin Patterson, Richard A. Kupferberg, Richard Raysman, Sofia S. Rahman, Troy S. Prince Recorded on: Mar. 18, 2013
PLI Program #: 44162
Richard Kupferberg is Assistant General Counsel at Verizon Communications, where he handles complex technology transactions and associated intellectual property licensing matters. Prior to that he was Vice President - Legal at Cendant Corporation, where he oversaw technology transactions as well as e-commerce and data privacy matters on behalf of the company's well known brands including Ramada, Wyndham, Coldwell Banker, Century 21 and Avis-Rent-A-Car. Richard received a J.D. from Fordham Law School and his undergraduate degree from the University of Michigan.
Primary Areas of Practice:
Consumer financial services for internet and mobile; software licensing; technology services and outsourcing.
St. John's University Jamaica, NY
Director & Associate General Counsel. Supporting all aspects of the launch and development of TIAA Direct, the company's new online offering by the firm's consumer banking affiliate.
GE Capital Corporation
Senior Counsel - Technology, Operations and Sourcing. Member of legal team responsible for technology licensing and services transactions and corresponding business operations worldwide.
Vice President and Associate General Counsel. Supported the development and enhancement of Citibank Online internet banking and Citi Mobile downloadable and wireless web services.
Adam Cohen is a Principal in Ernst & Young LLP’s Forensic Technologies and Discovery Services practice. He has more than 20 years of experience in law and technology, and routinely advises some of the world’s leading businesses and law firms on data management and electronic discovery issues. Adam’s work focuses on large-scale investigations and litigations as well as proactive information management policies, procedures and technology. He is a well-known author and lecturer in the field of electronic discovery, and has served as a court-appointed expert on electronic discovery issues in Federal Court.
Prior to his career in consulting, Adam was a litigation partner in the New York office of Weil, Gotshal & Manges LLP, where he represented large corporate clients in complex litigation involving computer and Internet-related issues. He is the author of Social Media Legal Risk and Corporate Policy (Wolters Kluwer) and co-author of the treatise Electronic Discovery: Law and Practice (Wolters Kluwer), in its eleventh year of publication. It has been cited as authority in several landmark Federal Court opinions involving electronic discovery.
Adam is also co-author of the ESI Handbook: Sources, Technology and Process (Wolters Kluwer) and the New York State Bar Association’s Best Practices in eDiscovery in New York State and Federal Courts, as well as many articles in national legal and technology publications. He is a co-author and editor-in-chief of the forthcoming book Insider’s Guide to Technology Assisted Review (Wiley).
An adjunct faculty member at Fordham Law School and Pace Law School in New York, Adam teaches Electronic Discovery courses designed to prepare the next generation of attorneys for effective practice in this area. He serves on the advisory board of Georgetown Law School’s Advanced eDiscovery Institute.
Adam is also a member of the Sedona Conference working group on electronic discovery and has chaired the New York State Bar Association’s electronic discovery committee since its inception ten years ago.
Duke Law School, J.D., 1993
Wesleyan University, B.A., 1986
Memberships & Affiliations
New York State Bar Association
Defense Research Institute
Association of the Bar of the City of New York
Francesca Morris practices in the New York Litigation Practice Group. Ms. Morris advises and represents foreign and domestic companies and financial institutions in complex commercial disputes related to breaches of contract, business torts, defamation, copyright and trademark infringement and licensing disputes. In addition, Ms. Morris routinely negotiates and drafts domestic and international licensing and software as a service agreements. Ms. Morris has experience in jury and non-jury trials and appeals in federal and state courts. A substantial part of Ms. Morris's practice relates to international business disputes. Ms. Morris represents secured lenders and creditors in highly contested bankruptcies under Chapter 11 and Chapter 15.
She has appeared pro bono representing victims of domestic violence in obtaining orders of protection and in marital and family law matters, such as custody, visitation and child support disputes and divorce. In December 2003, Ms. Morris was awarded the John K. Geiger Award for commitment to justice by the not-for-profit group inMotion, Inc. for her pro bono work. Ms. Morris is a member of the New York Office Diversity Committee.
Honors & Awards
New York Super Lawyers magazine, 2012, 2014
John K. Geiger Award for Commitment to Justice, inMotion, Inc., 2003
Social Media is Your Frenemy:Lawyer’s Ethical Dilemmas, Co-Author, The Computer Law and Internet Lawyer, October 2014
How to Minimize Cloud Operational Risk, Co-Author, Wall Street Journal, CIO Journal, September 18, 2014
The Software Audit: Not "if" but "When,"Wall Street Journal, CIO Journal, July 14, 2014
Rightsourcing:Seeking a Balance Between Insourcing and Outsourcing, Co-Author, Practical Law The Journal, April 2014
CIOs Need to Bone Up on Robotics Regulations,” Co-Author, Wall Street Journal, CIO Journal, March 17, 2014
CIO Responsibility for Social Media, Co-Author, The Wall Street Journal, CIO Journal, February 20, 2014
Avoiding System Failure for Complex Software Projects, Co-Author, Wall Street Journal, CIO Journal, January 6, 2014
How Banking CIOs Can Meet Third-Party Vendor Requirements, Co-Author, Wall Street Journal, CIO Journal, December 16, 2013
How CIOs Can Avoid Outsourcing Risk, Co-Author, Wall Street Journal, CIO Journal, November 25, 2013
Software License Disputes: Managing the Inherent Risks, Practical Law Company Intellectual Property & Technology, May 2012
Software License Disputes: Managing the Inherent Risks, Practical Law Company, September 2011
Ethics in Social Media 2014, Evidence for Social Media, Practising Law Institute, March 17, 2014
IP Trademark, Copyright & Licensing Counsel Forum, Moderator, Software Licensing Disputes, October 22, 2013
Insourcing v. Outsourcing - The Pendulum Swings and How to Avoid Risk, Holland & Knight Program, October 8, 2013
Ethics in Social Media 2013, Evidence for Social Media, Practising Law Institute, March 18, 2013
Outsourcing Risk/Compliance, The Outsourcing Roadshow, December 5, 2012
Ethics in Social Media, the Internet: Your Friend and Your Enemy, ALM Webinar, September 12, 2012
How to Resolve Critical Software License Disputes 2012, Practising Law Institute, June 27, 2012
Software License Disputes, Practising Law Institute Webcast, August 11, 2011
The Close Call of Software Licensing Disputes, Lawline webinar, April 20, 2011
When Good Software Licenses Go Bad, ALM webinar, April 5, 2011
Protecting Your Brand: Trademark Litigation for Increasing Profits, January 26, 2011
Improving a Company's Profitability -- Monetizing Patents and Financing Commercial Litigation, September 21, 2010
Fordham University School of Law, J.D.
University of Leeds (England), B.A., English Literature and History, with honors
U.S. Court of Appeals for the Second Circuit
U.S. District Court for the Southern District of New York
U.S. District Court for the Eastern District of New York
All State Courts in New York
Ignatius Grande is Senior Discovery Attorney at Hughes Hubbard & Reed LLP. In his role at Hughes Hubbard, Mr. Grande advises case teams and clients on how to best leverage the latest technologies and e-discovery practices to efficiently guide matters from initial document preservation and collection through to review and production. By putting strategic processes in place, he helps clients manage their e-discovery obligations in the most efficient and cost effective manner. Mr. Grande also advises clients on the management of their social media presence and in the preservation and collection of social media information. Mr. Grande has represented companies in all areas of electronic discovery and information management, including advising clients on document retention policies, methods of collection, and representing clients at 26(f) conferences and in e-discovery court hearings.
Mr. Grande graduated from Yale College in 1996 and Georgetown University Law Center in 1999. He previously served as in-house counsel for a commodities company and as an e-discovery consultant for a national e-discovery vendor. Mr. Grande also worked for several years with another major international law firm. He began his legal career as a law clerk for the Honorable James M. Munley of the U.S. District Court for the Middle District of Pennsylvania.
Mr. Grande is a frequent writer and speaker on topics relating to e-discovery and social media. He is an adjunct professor at St. John’s Law School, where he teaches a course on e-discovery. He serves as co-chair of the Social Media Law Committee of the New York State Bar Association’s Commercial & Federal Litigation Section and serves on the Executive Committee of NYSBA’s Commercial & Federal Litigation Section. He also is a member of The Sedona Conference Working Group on Electronic Document Retention and Production and a member of the Securities Industry & Financial Markets Association Compliance & Legal Society.
Sofia heads up the Social Media Legal department at Citi globally and is also responsible for Privacy and Data Protection across the Operations & Technology group.
Her practice areas also include mobile applications, online and offline marketing, advertising, intellectual property and promotions.
Sofia began her in-house career with Citi in 2004. Prior to that, she was in private practice at Davis & Gilbert, LLP in New York City. Sofia received her J.D. from Boston University School of Law and her B.A. from Columbia College, Columbia University.
Richard Raysman is a partner in the New York office of Holland & Knight. Richard has been selected by Chambers as one of America's leading technology lawyers, and he is a regular guest columnist for The Wall Street Journal Technology Section. He has represented clients in billions of dollars of outsourcing transactions, and he has litigated reported cases for the New York state and federal courts including Internet and licensing disputes. Richard writes a monthly column for the New York Law Journal on "Technology Law". He is a graduate of M.I.T. and prior to practicing law, he was a Systems Engineer for IBM Corporation for six years.
Troy Prince is Vice President, Chief Intellectual Property Counsel of Pratt & Whitney, a United Technologies Corporation company. Troy leads a team of attorneys and paraprofessionals who are responsible for all aspects of intellectual property acquisition, use, and protection across Pratt & Whitney’s global business. Prior to joining Pratt & Whitney, Troy was a partner in the Intellectual Property Group of Thompson Hine LLP counseling clients a broad range of intellectual property matters including litigation, licensing, transactions and prosecution involving a full spectrum of intellectual property assets. Prior to becoming an IP attorney, Troy was a research engineer and is an inventor on over 35 issued patents. Troy is registered to practice before the U.S. Patent and Trademark Office and is a member of the New York, Connecticut, and Ohio state bars.