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JEREMy BARnES holds worldwide responsibility for Open Text's e-mail management, including business planning, go-to- market execution and product strategy. He has been with Open Text for six years, serving in a variety of marketing functions with a particular focus on records management, compliance and e-discovery. Jeremy can be reached at jbarnes@opentext.com. TERREnCE J. COAn has 25 years of experience in records and information management and leads eSentio Technologies' records management service line. His primary specialties are developing strategy and policy that support the consistent management of records and information in law firms, and guiding clients on best practices to improve user access to information. He is also a past president of ARMA International. Terry can be reached at terry.coan@esentio.com. BOB DOLInSKy is a director at eSentio Technologies with over 25 years of experience in providing technology consulting and management to law firms. He assists law firms in a number of areas including technology planning, technology governance, records management, risk management and assessment, organization and staffing, litigation support, and business continuity planning. Bob was recently appointed to the prestigious fellowship in the College of Law Practice Management. He can be reached at bob_dolinsky@esentio.com. DAvID KIEFER, is the President of DocAuto, Inc. A former attorney, David has been in the legal technology industry for over 20 years. David has written several articles on document assembly technologies and best-practices guidelines. He is a graduate of the University of Chicago and Chicago-Kent College of Law. David can be reached at dkiefer@DocAuto.com. L. KEITH LIPMAn has been involved in the legal information management for more than 17 years. He has served in numerous capacities including paralegal, lawyer, IT director in a law firm, technology consultant to law firms, and serving as Director, Legal Solutions at Autonomy iManage. Keith spent far too many years at Temple University where he earned a BA, JD and MBA. He is a contributing author of a book, "Corporate Governance Best Practices: Strategies for Public, Private, and Not-for- Profit Organizations." He is frequent speaker and author of numerous articles on e-discovery and the management of e-mail, documents and records. Keith can be reached at keith.lipman@autonomy.com. Ann M. OSTRAnDER has an extensive career in the loss prevention functional area and technology. She has served in senior leadership roles and consulted to several major global law firms. In both capacities, she has engaged in strategic planning, policy creation and implementation, systems design, program design and operational improvements. Ann serves on ILTA's Records Management Peer Group's Steering Committee. She is currently employed by Kirkland & Ellis LLP as their Senior Director of Firmwide Loss Prevention. She can be reached at ann.ostrander@kirkland.com. MARy KAy ROBERTO serves as Senior Vice President and General Manager of Mimecast, where she runs U.S. operations. Previously, she served as the General Manager of archiving tool vendor KVS, Inc., since acquired by Veritas/Symantec, and as Vice President of Sales at e-discovery tools vendor MetaLINCS, Inc. where she established and built the initial customer base. Mary Kay can be reached at mroberto@mimecast.com. AnDREW J. SanAGUSTIn has been in the records and information management field for 20 years. He is the Records and Conflicts Manager with Foster Pepper PLLC in Seattle. He began his career in Washington D.C. (where he attended the University of Maryland). His technical knowledge, understanding of records theory and application, and project management ability lead him to opportunities in Pittsburgh, New York and Seattle. His experience as a records information management leader spans across different corporate environments and business fields, including banks, real estate firms, accounting firms, city governments and law firms. Andrew is a member of AIIM, ALA, ARMA, a board member of the Greater Seattle Chapter of ARMA, and chairs the Seattle LISG (Legal Industry Specific Group). He can be reached at sanaa@foster.com. aBOut the authOrs DISCLAIMER This report is designed for use as a general guide and is not intended to serve as a recommendation or to replace the advice of experienced professionals. If expert assistance is desired, the services of a competent professional should be sought. neither ILTA nor any author or contributor shall have liability for any person's reliance on the content of or any errors or omissions in this publication. COPyRIGHT nOTICE Copyright © ILTA 2009. All rights reserved. Printed in the United States of America. no part of this report may be reproduced in any manner or medium whatsoever without the prior written permission of ILTA. Published by ILTA. c/o Editor, 9701 Brodie Lane, Suite 200, Austin, Texas 78748