Patrick L. Oot

United States Securities and Exchange Commission (SEC), Washington, DC

Patrick is currently Senior Special Counsel for Electronic Discovery in the Office of the General Counsel at the United States Securities and Exchange Commission (SEC). He advises as co-chair of the agency’s cross-divisional Electronic Discovery Action Team and is co-author of The SEC Electronic Discovery and Litigation Response Manual. Patrick counsels SEC senior leadership and agency staff on best practices and guidance for discovery and litigation strategy, privilege protections, and strategically significant matters involving forensics, technology and Electronic Communications Privacy Act (ECPA) interpretation for subpoena enforcement. He appears as the SEC’s 30(b)(6) deponent to defend the agency’s discovery practices. Patrick successfully designed and implemented the SEC’s litigation hold notice tracking system as well as a federal government-wide educational program that includes participation of the federal judiciary. His litigation experience at the SEC includes representation in interpleader actions, labor arbitration, and personnel disputes. Patrick also represented the SEC in favorable published opinions related to the Right to Financial Privacy Act of 1978 in federal district court. Outside of work, he volunteers his time as a co-founder at The Electronic Discovery Institute, a non-profit organization that conducts studies of litigation processes for the benefit of the bar, federal and state judiciary, and technologists. Patrick is the former Director of Electronic Discovery and Senior Counsel at Verizon in Washington, D.C. Inside Counsel magazine named Verizon’s e-discovery team as one of the ten most innovative legal groups of 2006 and 2007. He has extensive experience in discovery practices involving commercial litigation, regulatory filings, and antitrust matters. Patrick was charged with advising Verizon’s business units on technology issues. He also testified as Verizon’s 30(b)(6) witness for discovery-related inquiries in other matters. Patrick has testified before the United States Judicial Conference’s Advisory Committee on the Federal Rules of Evidence where he presented Verizon’s position and contributed language included in its draft to the Judicial Conference. In 2007, he appeared with United States Supreme Court Justice Stephen Breyer at Georgetown University Law Center’s H5 Summit on Electronic Discovery. Patrick has testified before the United States Judicial Conference’s Advisory Committee on the Federal Rules of Evidence where he presented his position on Proposed Rule of Evidence 502. Patrick lectures regularly at educational events and legal conferences internationally, has appeared on National Public Radio’s Morning Edition, and was interviewed for the August 2008 edition of The Economist. He actively participates in The Sedona Conference® Working Group One on Electronic Document Retention and Production (WG1).