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Tales from the Trenches featuring Patrick Chavez

Recorded On: 10/10/2022

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This interview features Mark Diamond, CEO and President of Contoural and Patrick Chavez, Chief Privacy Officer and an Associate General Counsel for Edward Jones as they discuss automating records management.

Generously sponsored by Contoural

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Patrick Chavez

Chief Privacy Officer & Associate General Counsel

Edward Jones

I serve as the Chief Privacy Officer at Edward Jones and lead the firm’s privacy efforts, as well as develop and implement policies and processes related to preparing for and responding to cyber and privacy incidents. I also over the firm’s Records and Information Management Program within the Legal Division and provide legal guidance and advice to the firm’s business areas on matters related to eDiscovery, privacy, information and data security and protection, and information governance.

I am extensively involved in legal education activities and look for every opportunity to raise the competence of the legal profession when it comes to the intersection of law and technology and frequently speak at continuing legal education seminars related to privacy, information governance, eDiscovery, and cybersecurity.

I recently completed a two-year term as President of the non-profit St. Louis Bar Foundation, and I work with both the Bar Foundation and the Bar Association of Metropolitan St. Louis to promote the interests of diverse communities, as well as to advance the goal of increasing diversity within the legal profession. In 2012, I helped establish the first Hispanic bar association in St. Louis and served as its first President. Currently, I serve on the Missouri Supreme Court Commission of Racial and Ethnic Fairness and Co-chair the Commission's Practice of Law Subcommittee.

https://www.linkedin.com/in/pa...

Mark Diamond

CEO

Contoural

Mark Diamond is one of the industry thought leaders in Information Governance and AI Governance encompassing records & information management, litigation readiness, control of privacy and other sensitive information, defensible disposition and employee collaboration and productivity. His company, Contoural, has helped more than 30% of the Fortune 500 plus many mid-sized and smaller organizations as well as public sector entities. As a trusted advisor he and his company help bridge legal, compliance and business needs and policies with effective legal and IT strategies and processes. Mark is a frequent industry speaker, presenting at numerous Legal and IT industry conferences as well as online venues. Additionally, Mark addresses more than one hundred internal corporate audiences each year with onsite seminars Mark is founder, President & CEO of Contoural, Inc. Under his leadership, Contoural has grown to be the largest independent provider of Information Governance strategic consulting services. As an independent provider Contoural does not sell any products, provide any document review nor supply document warehousing services. Providing innovative approaches, these strategies help simplify complex issues, build consensus, ensure compliance, and reduce risks and lower costs. He is a frequent legal and compliance author and speaker at conferences and industry events. He also served as Chair of the Storage Networking Industry Association customer advisory board on data security. Previously, Mark was co-founder of Symantec’s (OpenVision) Professional Services group. Additionally, he was founder and General Manager, Worldwide Professional Services for Legato Systems, as well as Vice President of Worldwide Professional Services at RightWorks, a provider of business application software to the B2B marketplace. Additionally he has worked as a management consultant. Mark sits on the board of advisors for high technology companies. He has a Bachelors degree in Computer Science from the University of California San Diego. Mark is former President of the UC San Diego Alumni Association, and served as a Trustee of the university’s foundation.

https://www.linkedin.com/in/ma...