Kansas City: Meeting Client Specific Information Governance and Retention Requirements

When:  Apr 24, 2019 from 12:00 to 13:30 (CT)


High-profile security breaches, tougher laws, regulations governing data protection and data privacy have led to heightened client awareness of the risks associated with poorly managed information.

Law firms now face more scrutiny about their information governance (IG) policies and procedures than ever before. Request for proposal (RFP) from clients and prospects are requiring detailed information on how firms apply, review and manage IG, while clients’ outside counsel guidelines are making very specific demands about records retention. Audits to assess how firms are enforcing these requirements are also happening more frequently, causing a significant strain on internal resources.

Is your firm making the most of technology to manage client specific IG requirements? Join information governance professionals and technology experts from FileTrail as they discuss challenges and best practices.

This session will cover topics including:

  • Why information governance is emerging as a cornerstone of effective risk management
  • Streamlining matter mobility related to lateral hires, departures and client file transfer requests
  • Defining and implementing firm IG policies
  • Evaluating and managing compliance with client-specific requirements as defined in RFPs and out-side counsel guidelines
  • Automating records retention and disposition

We will also explore the intersection of policy, process and technologies, strategies for creating a more comprehensive approach to IT, integrating information technology, records and compliance.

Don’t miss this opportunity to hear from your peers, share your experiences and ask the experts about how both your firm and your clients can benefit from a more proactive approach to information governance.

If you play any role touching IG, and want to help your firm survive and thrive in today’s complex environment, join our conversation.

* Park in the garage; parking will be validated.


David A. Kosinsk 
is the Senior Director of Information Governance and Facilities Management at Husch Blackwell. He has over 30 years of experience leading talented teams of IT and business professionals. David has been an integral part of partnering with business leaders to streamline business processes and looking for ways to add value through continuous improvement. His expertise is in leading business process improvement, change management, project management and implementing solutions. David began his career in IT where he spent extensive time leading the integration of business initiatives & technology. He has recently been focused on developing and executing an IG strategy along with leading the Facilities Management team across 18 offices. His expertise is in leading business process improvement, change management, project management and implementing solutions.

Darrell Mervau 
is the President of FileTrail. He has been in the forefront of reshaping the information risk management landscape, enabling firms to meet urgent client demands, pass audits and address new compliance rules, with a modern approach to information governance. Looking to automate and manage IG lifecycle, including policy management, document review and disposition — integrating across physical records and electronic repositories — so firms can address OCGs, lateral intake, matter mobility and client audit response.

Lunch Sponsor




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Shook, Hardy & Bacon LLP *
2555 Grand Blvd.
Conference Room 24A
Kansas City, MO 64108


Luke Schnoebelen
(816) 559-4049