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Information Governance and e-Discovery

AIIM First Canadian Chapter

Thursday, September 19, 2013 from 8:00 AM to 10:45 AM

Information Governance and e-Discovery

Ticket Information

Ticket Type Sales End Price Fee Quantity
AIIM Member Ended CA$35.00 CA$0.00
Non AIIM Member Ended CA$45.00 CA$0.00

Share Information Governance and e-Discovery

Event Details

AIIM First Canadian Chapter is pleased to host a multi-disciplinary panel consisting of Sheila Taylor, Susan Nickle and Chuck Rothman, providing a records management, legal, and technological perspective on the following topics:

  • Canadian requirements for the admissibility of electronic evidence
  • e-Discovery primer and best practices: what records management and IT professionals need to know
    • Information governance best practices to support e-discovery
    • The activities completed at each stage in the e-discovery process (Electronic Discovery Reference Model,
    • Canadian vs. US e-discovery practices
    • How to ensure e-discovery remains cost effective through good information governance?
  • Canadian case law: what are the courts saying about information governance?
  • Litigation readiness: information governance as the foundation for e-discovery
  • The team approach: multi-disciplinary approaches to information governance and e-discovery
  • Emerging technologies for information governance and e-discovery


Date: September 19, 2013

Registration:  8:00 - 8:45 a.m.

Seminar:  8:45 - 10:15 a.m.

Networking:  10:15 - 10:45 a.m.

Location:  The National Club, 303 Bay Street, Toronto

Cost:  $35 AIIM Members / $45 Non- AIIM Members

DRESS CODE:  The National Club requires business casual dress.  No jeans, runners, shorts or logo golf shirts are allowed.



Sheila Taylor, Partner & CEO, Ergo Information Management Consulting

Sheila Taylor is a Certified Records Manager and the CEO of Ergo Information Management Consulting. Ergo specializes in assisting private, not-for-profit and public sector organizations to improve their practices for managing recorded information.

Sheila’s records and information management (RIM) presentations at numerous ARMA events/conferences and RIM presentations at conferences for industry sectors such as association management have been highly valued and well-received. She has also developed webinars for RIM professionals.

Her RIM articles have been published in periodicals such as Association Magazine, Canadian Facility Management and Design, Information Management Journal, and Municipal World. She also blogs regularly on RIM topics at

Sheila is also an instructor in the records management certificate programs at The iSchool Institute of the University of Toronto’s Faculty of Information.


Susan Nickle, Lawyer, Wortzman Nickle Professional Corporation

Susan Nickle practices law with Wortzman Nickle Professional Corporation based in Toronto, Ontario.  The firm focuses on providing legal advice regarding e-discovery, information governance, and litigation management to law firms and corporations.

Susan has a diverse and relevant professional history.  She previously practiced with one of Canada's leading litigation firms where she gained experience in commercial and medical negligence litigation, and class action proceedings.  Prior to entering law, Susan held positions with IBM Canada Ltd., the Ontario Ministry of Labour, and in the investment insurance industry. 

Susan is one of the original members of the Sedona Canada Working Group that developed the Canadian national guidelines for e-discovery.  She is also a member of the Ontario E-Discovery Implementation Committee.  Susan regularly writes about e-discovery and information governance issues, and has presented at e-discovery and records management conferences across Canada and in the United States.


Chuck Rothman, Director, e-Discovery Services, Wortzman Nickle Professional Corporation

Chuck Rothman is a professional engineer who provides consulting services with Wortzman Nickle Professional Corporation, a law firm based in Toronto, Ontario. The firm focuses on providing legal advice regarding e-discovery, information governance, technology strategies and litigation management to law firms and corporations.

Chuck offers technical and practical advice regarding the most efficient and cost-effective methods for all phases of e-discovery and information governance, as well as providing technical advice regarding any aspect of litigation support. A well-recognized name in both electronic discovery and computer forensics, and a frequent lecturer at Canadian e-discovery conferences, Chuck is the co-author of Electronic Discovery in Canada: Best Practices and Guidelines, and wrote the chapter on cost containment for E-Discovery in Canada.

Chuck is a member of the Sedona Conference Working Group 7 (Sedona Canada), Technology and e-Discovery Canada, the eDiscovery Journal Peer Group, the High Technology Crime Investigators’ Association, Professional Engineers Ontario, and the Ontario Society of Professional Engineers.

Chuck is on the steering committees of not-for-profit community organizations. He actively supports the Canadian Breast Cancer society through various annual fundraisers. In his spare time, Chuck likes to indulge his passions for archaeology, military history and scale model building.


Not yet an AIIM member?  Click here and sign up to become a member - don't forget to reference "FIRST CANADIAN" at sign up time.

Have questions about Information Governance and e-Discovery? Contact AIIM First Canadian Chapter

When & Where

Ontario Club
303 Bay Street
Toronto, M5H 2R1

Thursday, September 19, 2013 from 8:00 AM to 10:45 AM

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