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Season 7 – Episode 4 

Keeping Up with M365 Software Updates

Episode Summary: Microsoft 365 (M365) continues to roll out rapid software updates (often daily) to ensure its users receive continuous product improvements. However, keeping up with these constant changescan be challenging and failure to do so can lead to compliance risks. Tune into this episode of Law & Candor, where Bill and Rob bring on a special guest speaker to discuss the common challenges to be aware of when keeping track of M365 technology updates, as well as best practices and solutions for how to ensure your organization stays up to date.


Jamie Brown

Vice President of Global Advisory Services, Lighthouse

As the Vice President of Global Advisory Services, Jamie focuses on information law, compliance, and governance issues. She has more than 18 years of in-house, government, and law firm experience, which she draws upon to advise corporations, particularly those in heavily regulated industries, on risk mitigation strategies. Common areas include ediscovery, digital investigations, data protection, legacy data remediation, data loss, and IT transformation initiatives.

Jamie has worked for several leading financial institutions, including UBS in New York, where, as Executive Director and Global eDiscovery Counsel, she was responsible for designing, implementing, and managing a centralized litigation and investigations response program to support the firm’s litigation and investigation matters worldwide. In this role, she advised internal and external counsel on strategies for the preservation, collection, search, review, and production of data, and personally managed several high-profile internal and regulatory investigations involving complex data-related issues. Jamie also worked for Barclays, leading and implementing a global program to reduce legal, regulatory, and privacy risk associated with legacy systems and data. The program included significant cross-functional alignment with divisions outside of legal on related privacy, information technology, risk, and compliance issues.

Prior to corporate, Jamie spent several years in government service, first as a trial attorney in the Division of Enforcement at the U.S. Commodity Futures Trading Commission in Washington, D.C., and later, as Assistant General Counsel and Head of e-Discovery for the Agency. In this capacity, she advised more than 250 Enforcement attorneys on investigation techniques, strategies, and protocols on cases with global prominence. She also managed several key congressional investigations, Inspector General investigations, and internal investigations, including advising the Commission on strategy and risk mitigation.

Jamie has testified in federal court and has qualified as an ediscovery expert. In her corporate and government roles, she served as a 30(b)(6) designee for formal and informal testimony, and regularly interfaced with regulators and Congress on ediscovery strategy and internal practices. Independently, Jamie has advised corporate legal departments on ediscovery best practices and operating model development and enhancement, particularly in the face of regulatory scrutiny.

Jamie began her career as a litigation and government investigations associate at King and Spalding in Washington, D.C., and later, was a litigation partner at Fennemore Craig, in Phoenix, Arizona. Jamie is a graduate of Duke Law School and Arizona State University and a former law clerk to the Honorable Roslyn O. Silver of the U.S. District Court for the District of Arizona. She is a frequent speaker and lecturer at educational events and legal conferences internationally.

Season 7 – Episode 5

Microsoft 365, eDiscovery, Compliance, Information Governance

Hosted By

The podcast wholly devoted to pursuing the legal technology revolution. Co-hosts Bill Mariano and Rob Hellewell explore the impacts and possibilities that new technology is creating by streamlining workflows for ediscovery, compliance, and information governance.

Bill Mariano

Rob Hellewell