Category Archives: eDiscovery

Avoiding Inadvertent Productions and Other Excel Blunders: New CLE via Wolters Kluwer/myLawCLE

Wolters Kluwer/myLawCLE will webcast my exciting new CLE presentation from 2-4 pm on October 16th.  I will use real Excel files to explain tricky features of Excel that attorneys must be aware of, such as hidden content, filters, comment boxes, … Continue reading

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Digital Detectives Podcast Interview with Excel Esquire’s Ben Kusmin – Spreadsheets as Evidence

Sharon Nelson and John Simek from the Legal Talk Network’s Digital Detectives podcast recently interviewed Excel Esquire’s Ben Kusmin about the pitfalls (and opportunities) faced by lawyers when handling their clients’ Excel spreadsheets. Among other things, we discussed native review of … Continue reading

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Scared Straight? Reviewing Excel Files in the Wake of Wells Fargo

The Wells Fargo inadvertent disclosure episode provides a high-profile reminder that attorneys who are responsible for reviewing and producing client documents must thoroughly understand those documents.  There were several process breakdowns that led to the inadvertent disclosure of thousands of confidential records, … Continue reading

Posted in CLE, eDiscovery, formulas, Lit Support, Native File Review, Practice Management | 4 Comments

Excel Filters and the Duty of Technology Competence

The Harris County Law Library in Houston, Texas recently hosted my presentation “Excel Essentials for the Practice of Law.”  Among other topics, I explained how filters work in Excel, and how they present pitfalls for the unwary lawyer.  When lawyers … Continue reading

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Upcoming CLE Event in Houston, TX (with livestream)

On July 13th, I will give a presentation called “Excel Essentials for the Practice of Law” at the Harris County Law Library in Houston.  The presentation is designed for lawyers, paralegals, and other legal professionals.  Participants will learn how to … Continue reading

Posted in CLE, eDiscovery, Everybody, formulas, Lit Support, Practice Management | 1 Comment

Spelling Bee Fundraiser for Harlem Hospital CCHP

Hello readers!  Your humble narrator and Excel blogger will compete in a spelling bee fundraiser to benefit the Center for Comprehensive Health Practice, a terrific hospital serving needy residents in Harlem.  They are facing a difficult rent hike and this … Continue reading

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Nassau County Bar Association CLE Event – March 8

The Nassau Academy of Law, the educational arm of the NCBA, will host an Excel Esquire CLE lunch program called “Excel Essentials for the Practice of Law” on Wednesday, March 8.  Lunch is served at 12:30, and the one-hour program … Continue reading

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