Nicole Abboud is a Millennial speaker, attorney, podcaster, and chief teammate at Abboud Media, a social media and content creation company for lawyers.
On her podcast, The Gen Why Lawyer, Nicole speaks with inspiring Gen Y attorneys who are finding happiness and success in their careers either as practicing attorneys or in alternative non-legal careers. Nicole hopes to inspire Millennials to shake off their fear of being unconventional and embrace their unique voices. To read more about Nicole, drop by www.nicoleabboud.com
Barbara Abulafia brings the best out of her litigators, even the grumpy ones. Especially the grumpy ones. She uses her creativity and strategic thinking to craft tailored business development plans for individual attorneys, practices, and industries. Armed with resilience and an elaborate bribery system, she provides ongoing support through partner coaching, client teams and firm-wide training.
She also specializes in aligning the firm’s brand and communications with the partners’ business development objectives. In her current role as Keker & Van Nest’s Marketing Director, she played a critical role in the creation and rollout of a new firm brand (including messaging, website, print and electronic collateral) and leads the firm’s communications programs (including public relations, thought leadership, and social media.) During these fourteen years, she is yet to give her lawyers the true deadline for any article.
She earned her B.A. from the University of California at Berkeley. Since she majored in English Literature, if during this conference you find her near the blackjack table, please remind her she is terrible at math and should leave gambling to the professionals.
David Ackert, M.A., is the President of Ackert Inc. and a business development mentor to the legal industry. David has developed and implemented business development programs for countless firms, from AmLaw 100s to local boutiques. Widely recognized as an e-learning pioneer in the legal field, David is the founder of Practice Boomers, a business development e-learning program and two-time winner of the LMA “Your Honor Award.” He is also the founder of Practice Pipeline, a pipeline management software platform that incorporates business development coaching. The combination of technology and coaching has become a hallmark of his programs.
In addition to his business development coaching and technology programs, David has founded a series of professional development programs including the Business Development Institute, a remote training program that provides legal marketers with a certificate in business development coaching.
David has published and been quoted in such media as the Los Angeles Times, the Daily Journal, the Wall Street Journal, and the Los Angeles Business Journal. He serves as a guest lecturer at USC’s Marshall School of Business, Carnegie Mellon University, and at the UCLA School of Law.
Robert Algeri is a co-founder of Great Jakes, a marketing firm that develops “smarter websites for law firms.” The work his agency does has won numerous awards, including first place at the Legal Marketing Association’s (LMA's) “Your Honor Awards” in 2015 and 2016.
In addition to his responsibilities at Great Jakes, Robert is active in the legal marketing community, having held numerous board and committee positions in the LMA. Robert is also a frequent writer and speaker on issues relating to legal marketing. His work has appeared in a variety of industry publications such as LMA’s Strategies Magazine, Marketing the Law Firm, and the National Law Journal. He has been a featured speaker at LMA chapter events in New York City, Los Angeles, Boston, San Francisco, Arizona, Virginia, Philadelphia, Birmingham, and St. Louis and at the International LMA Conference.
Ralph Allen has more than 30 years of experience working in professional service organizations including law firms, consulting firms, and advertising and marketing communications firms. Ralph also has more than 15 years of experience in executive management, operations and finance positions. He has a proven and consistent track record of increasing sales, revenues and profits. He is seasoned in operational and financial analysis, business strategy and planning, and establishing policies, processes, and performance monitoring systems in achieving established goals.
As Chief Operating Officer at Allen Matkins, Ralph leads a team that is responsible for firm infrastructure, including information technology, marketing communications, public relations, business development, human resources, legal and risk management, finance and accounting, and procurement and facilities. He strives to develop and promote a unified culture and infrastructure, enterprise accountability and coordination for all firm locations and practices.
Before joining Allen Matkins, Ralph held several senior level positions, including Managing Director of Operations - The Americas at Squire Patton Boggs, Chief Operating Officer at Patton Boggs LLP, both Chief Operating Officer, and Chief of Practice Group Operations at Howrey LLP, General Manager at FTI Consulting, Inc., both Director of Finance & Administration and Controller at Jackson and Campbell, Assistant Controller at Hogan Lovells LLP and Senior Financial Analyst at Wilmer Hale, LLP.
Catherine Alman MacDonagh
Catherine is a former corporate counsel and law firm executive. She now teaches and provides training and consulting services in process improvement and project management, strategic planning, marketing, and business development.
A Legal Lean Sigma® Black Belt and a certified Six Sigma Green Belt, Catherine is the CEO and a founder of the Legal Lean Sigma® Institute (LLSI). LLSI offers consulting services and the first process improvement and project management certifications, courses, and consulting services specifically designed for the legal profession.
Catherine is an adjunct professor at Suffolk Law School and at George Washington University’s Masters in Law Firm Management Program, the author of Lean and Six Sigma in Law Firms (with an updated version entitled Lean Six Sigma for Law Firms and Legal Departments expected summer 2016), a contributing author to The Lawyer’s Guide to Process Improvement and The Procurement Handbook, and the co-author of two books, The Woman Lawyer's Rainmaking Game and The Law Firm Associate's Guide to Personal Marketing and Selling Skills.
Catherine served on the board of the Legal Marketing Association (LMA) as well as two terms as president of the New England Chapter, and in many other volunteer positions in LMA.
I’m in the business of fostering relationships, where integrating the right balance between business development strategies, supported marketing communication tools and event management delivers a recipe for success! With a solid foundation of professional services marketing and the ability to create and implement strategic initiatives, it’s greatly satisfying to be able to give the firm, its talented members, and our clients the attention and service they deserve.
With my eyes focused on the strategic direction of the firm, I create a platform to authentically put our talents on display. Whether it’s supplying the means to help expand current business or pinpointing the best way to get in front of a target audience, I enjoy collaborating with my team to find the best fit. With a proven track record of obtaining high performance, quality results I help arm my attorneys with the tools needed to step outside their box to expand their book of business – all with a contagiously positive attitude!
Guy Alvarez is the Founder and CEO of Good2BSocial. Over his 25-year career, Guy has defied the trend to narrow specialization by acquiring deep expertise spanning the fields of technology, marketing and business development. This has enabled him to emerge as a leading consultant in the application of digital marketing technologies.
Guy’s career has given him intimate familiarity with all aspects of the professional service firm – from the inside and out. Trained as a lawyer, he was quick to realize the revolutionary power of technology on legal practice, and built one of the first law firm web sites for his own firm. From there he made a business building law firm web sites for ALM Media, a leading legal publisher, counting America’s largest law firms among his clients. Guy further honed his skills as global director of digital marketing for KPMG where he also acquired expertise in the field of Knowledge Management.
With a background in technology and marketing, Guy emerged as early adopter and advocate of digital marketing. He has advised Fortune 100 companies and AmLaw 100 law firms on all aspects of digital marketing including social media, SEO, content marketing, paid search advertising, digital strategy and the development of thought leadership digital platforms.
If you look up Jeff Antaya LinkedIn (and you should!), you’ll see that he’s a “business development and marketing gladiator.” As a partner and chief marketing officer at Plante Moran, Jeff and spends his time optimizing digital marketing efforts to accelerate growth. This includes a hyper-focus on the firm’s website, CRM, and marketing automation tools to help attract new business and proactively nurture and convert website visitors to qualified leads.
In the evolving world of marketing, Jeff’s passion, natural curiosity, and competitive spirit — along with a very talented team — ensure the delivery of higher-than-expected new business to the firm, and his critical thinking skills help his partners and staff translate new client growth goals into reality. Sounds about right for a “gladiator.”
Sheila L. Ardalan
Sheila Ardalan is Summit's Chief Operating Officer. Her primary responsibility is to develop and execute Summit's strategic plan. Sheila is known throughout the greater Los Angeles business community and beyond as a trusted advisor and strategic legal services consultant. Sheila is an expert at establishing innovative client-specific systems that streamline legal operations and deepen relationships for and between clients. By merging her passion for creating connections with her cutting edge approach to client service, Sheila is a true advocate and partner to enterprises ranging from start-ups to Fortune 500 companies. Sheila is responsible for cultivating new business relationships, as well as managing relationships with existing clients, such as Fidelity National Financial.
Sheila's enthusiasm in understanding of key clients, practice areas and market placement allow her to identify clients‘ needs and maximize their strengths. In many cases, by connecting them with other business development contacts. Her extensive experience in real estate transactions and litigation matters facilitates her ability to make sure the clients’ needs are handled in a timely and efficient manner.
Prior to joining Summit Law Group, PC, Sheila worked at Freeman, Freeman & Smiley, LLP, Brown, Winfield and Canzoneri, Inc., in Los Angeles, and Hale and Dorr LLP, in Washington, D.C.
Timothy Aragon is part of the Corporate Practice in the Denver Hogan Lovells office. Whether it's the acquisition of medical device and healthcare companies or the sale of maritime and software companies, Timothy’s vast M&A experience is consistently leveraged by clients to effectively complete their transactions. He counsels both public and private companies in all aspects of their business, including with respect to general corporate governance matters and compliance with federal securities law reporting obligations.
Working alongside clients as a business partner, Timothy brings insight to a full range of corporate transactions, including acquisitions, dispositions, mergers, going-private transactions, leveraged buy-outs, tender offers, reorganizations, and joint ventures.
Timothy has been recognized by Super Lawyers as a Rising Star every year since 2009, and is also a member of the Board of Directors of the Hispanic Chamber of Commerce of Metro Denver. Before Hogan Lovells, Timothy was an M&A and corporate restructuring associate in the New York office of a large international law firm.
A communications professional with enviable contacts and reach, Cheryl Bame is widely recognized for her innovative work with law firms, professional services firms, financial and real estate companies as well as industry trade groups. After a decade in the broadcast news business, Cheryl has spent the last 15 years implementing communications programs that involve media relations, social media, networking and speaking engagements and other professional reputations strategies. In 2015, Cheryl was asked by the International Board of Directors of the Legal Marketing Association to launch the Public Relations Shared Interest Group to advance the public relations profession for the legal industry. A frequent speaker and blogger, Cheryl has a passion for her craft and her clients’ successes.
Cindy Thurston Bare
Cindy Thurston Bare is the Director of Knowledge Management at Orrick, a firm known for innovation and collaboration. Cindy’s mission is to enhance client service through technology and process innovation. She has over 15 years of experience leading people and projects in large global law firms. Her current projects include experience collection, developing a next-generation intranet, and introducing cloud technologies for collaboration and business development.
Cindy is a frequent speaker on legal technology, collaboration, and marketing technology for the International Legal Technology Association (ILTA). She earned a BS in Foreign Service from Georgetown University, an MA in Human Resources Development from George Washington University, and an MA in Counseling from Marymount University. Cindy is a trained couples counselor and pre-marital workshop presenter, which greatly contributes to her skills in change management and business transformation.
Mark is President of Leadership for Lawyers, LLC, a consultancy focused on helping lawyers become better leaders and business developers. He provides training, coaching and consultation to firms in the areas of leadership development, business development and marketing with law firms globally. His clients range from small, single office firms to global Amlaw 10 firms.
He is a Fellow of the College of Law Practice Management and an inductee in the Legal Marketing Association Hall of Fame.
Mark has more than 25 years experience as a chief marketing officer for professional services firms. He has served as Chief Marketing Officer for Holland & Hart, a 450-attorney law firm based in Denver, Director of Marketing for the New York law firm of Hodgson Russ and Director of Marketing for Kideney Architects.
Mark is an adjunct faculty member at the Center for Creative Leadership (CCL) and at the University of Denver Sturm School of Law.
Mark received his B.S. and M.B.A. from the University of Buffalo. He is a former international board member of the Legal Marketing Association and past president of the Rocky Mountain LMA. He has spoken to dozens of LMA and ALA Chapters throughout the United States.
Robert Beach is an expert in technology strategy, design, and implementation. In his 15+ years in the legal technology space he has worked for several industry leaders, including Interface Software, Thomson Reuters, and XMLAW, designing and building software solutions and providing consulting services to dozens of Am Law firms, as well as several firms in the UK. His work with law firms has encompassed everything from the development of strategic plans and business justifications to detailed requirements analysis and project/product roadmaps to technology selection and implementation, and the program, project and change management skills to ensure successful execution. He has direct, hands-on experience with most major law firm technology platforms and systems, including client relationship management, knowledge management, document/records management, time and billing, docketing, and intranets/extranets. He also has 10+ years of experience outside of legal, primarily in business and technology consulting to Fortune 500 business, and including a 2-year stint leading product management for a mobile learning startup. Follow Bob at @rgbeach and www.linkedin.com/in/rgbeach.
Jeff Berardi is the Chief Marketing Officer for the global law firm K&L Gates, a role he has held since 2006. As CMO, Jeff leads global marketing and business development efforts for the firm's offices located throughout the United States, Europe, Asia, South America, Australia, and the Middle East. K&L Gates was recently recognized among the top 20 law firm brands in the 2016 Acritas Global Elite Brand Index, among the top 10 firms in Acritas’ 2016 US Law Firm Brand Index for the past two consecutive years, and ranked 11th out of 650 firms included in the 2016 “BTI Brand Elite.”
Jeff was personally recognized as the 2011 international Marketing Professional of the Year during the “Excellence in Legal Marketing” Awards, presented during the Hildebrandt Institute’s Marketing Partner Forum. This award celebrates the most innovative marketing professionals, with entrants judged on such criteria as innovation, effectiveness, creativity, leadership, proven results, and marketing excellence. A regular speaker at industry conferences, Jeff currently serves as a Seven Generations Board Member for the international nonprofit organization City Year as well as a member of the Thomson Reuters CMO Advisory Board, and he is a past member of the Global Editorial Advisory board for Managing Partner Magazine.
David Brady is the CEO of Vuture Group a specialist in revenue creation and marketing automation for professional services firms worldwide. With offices in London, New York and Sydney, David Co-founded Vuture to help shape the future of business development for the fastest growing firms by delivering easy to use, practical software tools that would enable resource stretched business teams to develop fast engagement, build strong client relationships and drive revenue performance. Vuture now works with hundreds of CMOs on an international scale, many of which represent AM Law top 200 law firms.
With over 20 years marketing experience, much of it spent in the professions on both client and agency side, David is responsible for strategy, growth and value creation. He is a Fellow of the Chartered Institute of Marketing, a regular judge at the Managing Partner Awards, a Director of the Marketing Leaders Group and a regular contributor to business development thought leadership in the professions.
Alan Breslauer is the Chief Strategy Officer at Michelman & Robinson, LLP (M&R), a national law firm with offices throughout California, as well as in New York and Chicago. The firm handles complex litigation, transactional and regulatory matters in areas including: Class Action, Corporate & Securities, Insurance, Advertising & Digital Media, Health Care, Hospitality, Intellectual Property, Labor & Employment, Real Estate and Tax.
Alan oversees Marketing, Business Development, Public Relations and Professional Development, and helps lead the implementation of M&R's five-year business plan. He is actively involved with the firm’s Executive and Management Committees.
During his marketing career, Alan has held several high-level communication roles, and has worked with the Pasadena Recovery Center, the Coalition for School Reform, and the Office of Los Angeles County Supervisor, Mark Ridley-Thomas, among others. He also serves as a Trustee of the Samuel and Helene Soref Foundation, where he helps allocate charitable grants and guides investment decisions.
Alan earned his Juris Doctor degree (J.D.) and his Master of Business Administration degree (M.B.A) from Tulane Law and Business School, and received his Bachelor of Arts degree (B.A.) from the University of Pennsylvania. He is admitted to the California Bar.
As the Director of Client Services for Farella Braun + Martel, Dave leads the firm's business development efforts. He has successfully integrated business development into the culture of the firm by creating a multi-tiered training program that leverages Farella’s existing relationship building efforts, affinity groups and practice group activities as opportunities to practice sound business development tactics within the firm, and where appropriate directly involve clients. He facilitates annual practice-based business planning, firm-wide business development tactics, internal and external communication and an expansion of electronic marketing programs.
Dave approaches business development with a skeptical approach to the status quo. With more than 14 years of legal industry experience, he understands the risk averse style of most lawyers. Dave incorporates proven tactics from inside and outside of the legal industry to develop creative, action-based programs that blend traditional and electronic client touch points. His approach is founded in solid metrics and requires a deep understanding of law firm economics, practice-based value propositions, corporate marketing tactics and a stiff back-bone.
As a sounding board at Farella, Dave works with individual attorneys at all levels to develop achievable practice development programs and target specific clients for new or additional work. He counsel his lawyers on subjects ranging from communication skills to influencing decision makers and managing client expectations to developing next steps in the sales process. He also conducts client interviews to obtain feedback and uses this data to enhance the client relationship experience.
David C. Burkhardt
David is the Client Service Director for Wyrick, Robbins, Yates & Ponton, a boutique M&A law firm in the fast growing region of Raleigh-Durham, North Carolina. As a liaison to the Executive Committee, his responsibilities include lead and revenue generation, new client conversion, cross-practice group promotion, client satisfaction measurement and attorney mentoring. He also manages the events, social media, traditional marketing and public relations functions. With a diverse client base ranging from entrepreneurial start-ups to large, multi-national public companies, the role of the Client Service Director at Wyrick Robbins is wide-ranging and requires an innovative, multi-disciplinary skill set. Prior to joining Wyrick Robbins, David enjoyed a diverse career with Chicago based RR Donnelley, a Fortune 250 printing and communications company. David served in several customer service, business development and leadership roles for the Global Capital Markets Group and played the lead role in selling and servicing many multi-million dollar Initial Public Offerings and M&A transactions. David resides in Raleigh with his family and enjoys fishing, coaching youth sports and live music.
Terry L. Burston
Terry L. Burston is Vice-President, Assistant General Counsel, and Chief Compliance Officer of USI, Inc. Founded in 1994, USI is the 10th largest insurance broker in the in the world. USI is headquartered in Valhalla, NY, and operates out of approximately 140 offices across the United States.
Prior to joining USI, Terry spent 7 years in progressive legal and compliance roles at, global insurance broker, Willis Group Holdings, plc. Terry began his legal career in private corporate practice with King & Spalding, LLP.
Terry is an alumnus of Howard University School of Law and received his undergraduate degree from The University of Georgia.
Chris Carter serves as Chief Marketing Officer of Sedgwick LLP, an international litigation firm, where he works with executive leadership to bring a sharper focus to business development planning and execution.
Carter joined Sedgwick after serving as Chief Marketing Officer for another national litigation firm, Shook, Hardy & Bacon, where he oversaw all aspects of marketing and business development for the AmLaw 100 firm with 450 lawyers and 11 offices. During his time at Shook, Carter established business development initiatives that helped the firm achieve record revenue and profits per partner for seven consecutive years. The firm’s business development successes were supported, in part, by his attention to leveraging media relations in ways that increased the firm’s visibility nationally. During his tenure, for instance, Shook was recognized three consecutive times in The American Lawyer’s Litigation Department of the Year contest, and as one of the top 15 brands among law firms in the nation, which represented a ranking far above that of its revenues on the AmLaw 100.
Carter’s experience also includes a leadership role at Skadden, Arps, Slate, Meagher & Flom LLP where he directed day-to-day global marketing and business development programming of one of the world’s largest and most respected firms. He also started his career as a journalist, including time spent in-house with The American Lawyer.
For more than 20 years, Yolanda Cartusciello has served in senior administrative leadership roles in major law firms, including Debevoise & Plimpton and Cleary Gottlieb. At both firms, she led the marketing teams, designed their business development and media strategies and took charge of their implementation. She was the chief architect of profile enhancement strategies, perception studies, branding exercises, comprehensive client interview programs, and practice and lateral partner rollouts. She co-developed marketing technology solutions and created media relations and digital strategies. She has also developed business development and communications training and coaching programs for lawyers at all levels.
In addition, Yolanda has long experience handling organizational and personnel issues. She has advised on the development of the legal assistant, knowledge and practice management, and legal marketing staff roles at various firms. She hired, trained, and supervised more than 150 administrative employees for work in high-achieving cultures. Yolanda has a B.A. from the University of Iowa and an M.F.A. from Brooklyn College. She lives with her husband and daughter in Brooklyn.
Read more at http://berneropress.com/yolanda-cartusciello/#HoEZBoTh8ZsDi2zw.99
Mark A. Chinn
Mark is the author The Constructive Divorce and a chapter on marketing in How to Capture and Keep Clients, both published by GP Solo, and, How to Build and Manage a Family Law Practice, and Forms,
Checklists and Procedures for the Family Lawyer, both published by the Family Law Section.
He has a 5.0 “Preeminent” rating from Martindale & Hubbel and was selected to Top Fifty Lawyers in Mississippi by the “Mississippi Business Journal”. Among distinctions are his inclusion in Mid-South
Super Lawyers and The Best Lawyers in America Mark has been Chairman of the Family Law Section of the Mississippi Bar twice and a member of the governing council of the Family Law Section of the ABA for two terms.
Carla Cogan is a seasoned business development professional with more than 25 years of experience creating and executing strategies that raise awareness and build brand, develop and deepen client relationships and ultimately, grow revenues. As Director of Business Development at Manatt, Phelps & Phillips, Carla leads business development for the firm’s transactional and regulatory practices. She is also currently directing the rollout of business development training firm wide. Prior to joining Manatt, Carla was the Chief Marketing Officer for Steefel, Levitt and Weiss. Previously, Carla was a senior consultant with Broderick & Associates, a market strategy firm, where she led consulting engagements with leading professional service clients firms including Amlaw 100 law firms and Big 4 accounting firms. Carla received her B.A. from Union College in Schenectady, New York. She previously served as President of the Bay Area Chapter of the Legal Marketing Association.
Tim is a principal with the Corcoran Consulting Group. He advises law firm leaders, in-house counsel, and legal service providers on how to profit during a time of great change. This includes assisting law firm leaders with business strategy, primarily in the areas of operational excellence and business growth, and assisting in-house counsel with the development and management of preferred provider programs. He also advises legal service providers on market dynamics and sales force readiness. Tim is an expert on law firm and in-house counsel relations and is a popular lecturer on business development and operational issues.
His articles on the legal industry have appeared in Legal Week, Lawyers Weekly, Corporate Counsel, Counsel to Counsel, Forbes, Corporate Legal Times, and other publications. Tim publishes the widely read “Business of Law” blog.
He was the 2014 president and served as Treasurer and co-chair of the Annual Conference Committee of the Legal Marketing Association.
Susan Costley is the Director of Marketing at Smith Anderson—the largest law firm headquartered in North Carolina’s world-renowned Research Triangle area. For the past 17 years, Susan’s work in the marketing and business development field has focused on helping professional services firms establish and grow their marketing and business development programs.
Susan has substantial experience leading business development initiatives, creating and implementing business development training programs, coaching lawyers, managing large-scale projects, preparing and administering budgets and analyzing program ROI. She is highly experienced with directing all aspects of marketing programming, including credentialing, internal and external communications, PR, collateral, branding, advertising, social media, event management and community involvement.
Prior to her position at Smith Anderson, Susan was the Director of Marketing at Godfrey & Kahn – a 180 lawyer firm with six offices. Her background also includes nearly 10 years of experience in marketing and business development leadership roles at accounting firms – including Baker Tilly, one of the country’s largest accounting firms.
Susan received her B.S. in Business Administration and Marketing from Rockford University, a private college named by The Princeton Review as a “Best Midwestern College.” Additionally, she completed an international business program at Regent’s University in London, England.
Diana Courson is the chief marketing officer at Zuckerman Spaeder, a nationally recognized litigation firm in that represents individual and institutional clients in complex, highly contested civil and criminal cases. She has been in the professional services industry for much of her 20 year career, most recently as CMO at Bowman Consulting, an engineering consulting firm, and prior to that, Senior Director of Marketing & Communications at the Washington, DC-based law firm Dickstein Shapiro. A longtime member of the Legal Marketing Association, Diana served on the LMA Capital Chapter board from 2008-2011, serving as President of the Chapter in 2010. She was co-chair of the LMA Governance Committee in 2012-13, and is now serving as co-chair of the Small Firm/Solo Marketer SIG.
Diana is based in Washington, DC, where she has been since receiving her BA in Communications at The George Washington University. When she’s not working, Diana enjoys traveling and riding roller coasters with her family.
Craig Courter is Baker McKenzie's Global Chief Operating Officer and was instrumental in the development of the Firm's pioneering shared services centers in Manila and in Belfast. He previously served as the Firm's Chief Technology Officer. Before joining the Firm, Craig was a practicing lawyer in California, taught Computers and the Law at the University Of San Diego School Of Law, and was a Surface Warfare Officer in the US Navy. Craig’s has over 45 years’ experience in computer programming, his undergraduate degree was in Mathematics and he received his JD, Magna Cum Laude, from the University of San Diego School of Law. Craig is based in Baker McKenzie's Chicago office.
Ezra Crawford is a Director in the Practice Group Business Development & Management department at Crowell & Morning LLP. In that role, he works with individual lawyers and practice groups to develop and execute on business development strategies. He is also responsible for group level KPIs, reporting, and other business and financial management activities.
Prior to joining Crowell & Moring, Ezra worked at a legal consulting firm, served as the Director of Marketing and Business Development at an Am Law 200 law firm, and in senior practice group business development roles at two Am Law 100 firms. Before entering legal marketing, he was a financial consultant with Riggs Securities and Salomon Smith Barney. Ezra served on International Board of Directors of the Legal Marketing Association from 2015-2016 and was the president of the Capital Chapter in 2012.
As Senior Director, Strategy & Marketing for Catapult Growth Partners, Melissa advises professional services firms on strategies, structure, processes and tactics to achieve growth and branding objectives. She has more than 25 years of experience as a business development and communications strategist, including as Chief Marketing Officer for a global Am Law 100 law firm.
Melissa is a respected leader of high-performance teams that advance business development, product promotion, competitive intelligence, branding, PR, communications and client experience. She is an effective change agent adept at building consensus and enthusiasm around organizational innovation.
Previous to her work in the legal industry, Melissa held a senior management role leading marketing communications and PR for the American Red Cross Blood Services. She has substantial crisis communications experience having served as a spokesperson for the largest Red Cross blood services operation during the first decade of the AIDS crisis.
José is Chief Marketing and Business Development Officer at Nixon Peabody LLP and responsible for the strategic direction and execution of the firm’s global marketing and business generation initiatives, including client-focused and industry-based client teams and solutions, client service interviews, media, public relations and communications, brand management, advertising, competitive intelligence, proposal development and market and client research.
Prior to joining Nixon Peabody, José was Chief Marketing and Business Development officer at Crowell & Moring LLP, where he was a member of the firm’s Diversity Council, Lateral Recruitment and Integration Committee, Visiting International Scholars Committee, Globalization Task Force, and the Business Development Task Force. He also managed the firm’s Library and Research Services department. José was previously Chief Marketing Officer at Shaw Pittman LLP and concurrently managing director of Shaw Pittman Global Sourcing. José joined Shaw Pittman from The Outsourcing Institute where he served as managing director.
José served at the U.S. Department of State as a Foreign Service Officer and has lived and worked in more than 40 countries. He resides in Washington, D.C., is a competitive Masters swimmer, and Chairman of the DC Republican Party.
Nathalie M. Daum
Nathalie Daum is the Regional Director of Business Development & Marketing at Dickinson Wright PLLC. Dickinson Wright has over 425 attorneys in 17 offices across the U.S. and Canada. She is responsible for the strategic business development and marketing for several offices and departments, along with developing and implementing focused client relations initiatives. She brings over 20 years of professional services marketing experience and perspective to her role, the last nineteen of which have been in legal marketing. Nathalie received her bachelor’s degree from University of Illinois, Chicago campus. She served as the 2004 president of the national Legal Marketing Association, chair or member of multiple International Committees, and served as 2010 and 2014 president of LMA’s Southwest Chapter.
Jennifer A. Davenport
As Dinsmore’s Chief Marketing Officer, Jennifer Davenport oversees the department and provides strategic marketing and business development direction for the Firm’s 650 attorneys and national brand. A graduate of Miami University, Jennifer has served in a variety of different marketing related roles, which have included creative agency work and marketing within the technology sector. The last 10 years of her career have been dedicated toward marketing for professional services.
Lara Day is responsible for researching, cultivating and preserving Brownstein’s organizational culture. This includes strategy and management of a variety of internal initiatives designed to foster the growth and sustainability of the firm. Lara also oversees the firm’s internal and external communications strategy and public relations efforts, including brand marketing, website content, and presentation and communication training for the firm’s attorneys.
Lara brings 17 years in communications strategy and reputation management experience to her position. Previously, she was the public relations supervisor and lead trainer at Pure Brand Communications working with clients on communications strategy development, media and presentation training, expert positioning, message and content development, media relations and social media. Lara’s past clients include Encana Oil & Gas (USA), Inc, Noble Energy, BP America, Animal Health International, Proctor & Gamble, the Los Angeles Philharmonic, Excelsior Youth Center and the Children’s Hospital Colorado Foundation.
Juntae DeLane is the founder of Digital Branding Institute, Sr. Digital Brand Manager for the University of Southern California, and principal consultant for DIGITAL DELANE. He frequently delivers talks around the country advancing the practice of digital branding. Juntae not only writes the premier digital branding blog, but also shares his expertise through his podcast “The Digital Branding Lab.” If you can’t catch him on stage or online (@JuntaeDeLane), you can probably find him at the gym, doing his 1,000th push-up. #notreally
Jamie Diaferia counsels leading professional services firms on their media, litigation and crisis communications strategies. His clients include Am Law 100 law firms and accounting, financial services and consulting firms, as well as individuals and corporations involved in high-stakes crises and legal battles. During the course of Jamie's two-decade career he has worked behind the scenes of many of the biggest stories in the news, including Enron’s collapse, the Penn State scandal, and multiple high-profile civil and criminal prosecutions. Jamie is the founder of Infinite Global’s predecessor firm, Infinite PR.
Jamie’s background as both a lawyer and journalist adds depth to every engagement. His clients benefit from the perspective, insight and strategic counsel that come from experiences with dozens of professional services firms. Decision-makers hire Jamie because he understands the nuances and sensitivities involved in the representation of these knowledge-intensive businesses.
A veteran crisis counselor, Jamie helps mitigate negative exposure, and when possible he keeps his clients out of the news. Conversely, his extensive plaintiff-side experience provides law firms and their clients with support for their most significant cases.
Jamie is a graduate of The Taft School, Bucknell University and the University of Connecticut School of Law, where he earned his JD. He is admitted to the Connecticut bar.
Clayton Dodds is the Director of Marketing at the Law Offices of Peter N. Brewer, a boutique real estate law firm located in the heart of Silicon Valley. In this capacity, he oversees the firm’s marketing, advertising, client service, and business development initiatives. He is a passionate advocate for using technology to advance how legal services are performed and how clients' expectations are met. The firm’s marketing automation program won 2nd place in the 2016 LMA Tech Impact Awards. Clayton serves on the Executive Committee of the Law Practice Management & Technology (LPMT) section of the California State Bar, the planning committee for the 2015 & 2016 LMA Technology Conference/West, and is the co-chair of the 2016 LMA Bay Area communications committee.
Clayton previously worked for a technology incubator associated with Lawrence Livermore National Laboratories (LLNL) and Sandia National Laboratory (SNL), focusing on the application and commercialization of new technologies. He graduated summa cum laude from the University of Oklahoma with two degrees — one in business, and one in political science; while in college, Clayton worked as an intern for the Corporate Engagement Office, which was responsible for developing, managing, and maintaining technology partnerships between corporations and the University.
Jonathan Eady is the Managing Partner of Arnall Golden Gregory, a 165 attorney firm with offices in Atlanta and Washington, DC. Having been with the firm for more than 25 years, Jonathan has successfully served as Chairman of the Real Estate Practice Group and the financial management and paralegal management committees. His leadership has resulted in AGG’s recent entry into the AmLaw 200. Having received his JD from the University of Georgia and his MBA from Georgia State University, Jonathan brings together a rare combination of business acumen and legal knowledge to provide more comprehensive solutions for clients and to run a law firm like a business.
David Elkanich is a partner in Holland & Knight's Portland office, where he focuses his practice on litigation, with an emphasis on legal ethics and risk management. Mr. Elkanich advises both lawyers and law firms in a wide range of professional responsibility matters. He has extensive experience defending lawyers in attorney discipline matters, and in related litigation, such as sanction, withdrawal and disqualification motions, and fee disputes.
Mr. Elkanich frequently counsels lawyers and other professionals on how to navigate an "electronic" practice, including the rules of engaging in online activity, mining metadata, and in utilizing social media. Mr. Elkanich has become increasingly interested in how lawyers and law firms need to take care of confidential information in an electronic practice and as such, he speaks frequently on issues relating to cloud computing, data privacy and security issues particular to lawyers. He shares his opinions on these evolving topics on Twitter, where his handle is @DavidElkanich.
Deborah Farone is the chief marketing officer at Cravath, Swaine & Moore LLP. During her career she has created and led the business development and marketing functions for several multinational organizations In her current role, Ms. Farone is responsible for all strategic new business development activities, including business and competitive intelligence, database development, press relations, website management and marketing communications. Prior to joining Cravath, she served in a similar role at the law firm Debevoise & Plimpton, and earlier ran the national marketing activities at the consulting firm Towers Watson. Ms. Farone began her career at Ketchum Communications. Her investor and public relations clients were in the financial, professional services and consumer product sectors.
Ms. Farone has served on the adjunct faculty of New York University and is Past President of the Legal Marketing Association’s New York Chapter. In 2014, she was honored with LMA’s Legacy Award, for making a distinguishable mark on the profession and had previously been honored by the YWCA at their Women Leader Luncheon.
Ms. Farone has a B.S. in Marketing and Mass Communications magna cum laude from Boston University and was a member of Psi Chi, an international honors society. She is the recipient of the College’s Alumni Award.
Jonathan Fitzgarrald is Managing Partner of Equinox Strategy Partners, providing service professionals and firms with strategic counsel to drive revenue and increase market visibility.
For nearly two decades and prior to founding Equinox Strategy Partners, Jonathan directed the sales and marketing at three, top business law firms.
Prior to his focus in professional services, Jonathan held senior-level sales and marketing positions at various public and private companies within the high-tech, telecommunications, electronics, health care, and consumer products industries.
A clear, dynamic, and diplomatic communicator, Jonathan regularly speaks and presents to professional audiences on various business development and marketing topics. He has been quoted in such publications as The Wall Street Journal, Los Angeles Times, the National Law Journal, The Recorder, ABA Journal, Strategies: The Journal of Legal Marketing, City News Service and on The CBS Evening News with Katie Couric, KNBC.com and Law.com.
Steve Fletcher is Chief Information Officer at Best Best & Krieger LLP, a 200-attorney firm with nine offices nationwide, including Los Angeles, Sacramento, San Diego and Washington, D.C. Steve has over 30 years of experience in law firm technology. He’s served in executive positions with Informatics Legal Systems and Financial Software, Inc. and has extensive strategic IT consulting expertise with medium to large law firms. Prior to joining Best Best & Krieger, Steve spent nine years as the CIO of a North Carolina law firm, and five years as Director of IT & Facilities at Maples and Calder in the Cayman Islands. A regular conference speaker and author, he is the 2009 recipient of the LTN “IT Director of the Year” Award.
Eric R. Fletcher brings more than 30-years of experience to perspectives on what it takes to connect and motivate in today's marketplace.
From broadcaster to advertising agency partner, producer and writer to author, consultant and CMO, he has a track record creating award winning work product, and developing tools and strategies that impact the bottomline.
For more than two decades he has focused on the professional services sector, consulting and leading teams in the accounting, consulting and legal industries. He is a 2013 TEDx Speaker, has been named one of 50 Marketing Thought Leaders You Should Follow by the global publication Brand Quarterly Magazine, is co-author of the 2013 release 8 Mandates For Social Media Marketing Success, and has written the Marketing Brain Fodder blog since 2002.
Eric has led multi-million dollar new business pursuits, and directed marketing and BD initiatives for AmLaw 100, 200 and NLJ 350 law firms. Today he leads the marketing & business development efforts for Liskow & Lewis, and resides in New Orleans, LA.USA.
Kathleen Flynn is Bryan Cave’s chief marketing officer. Ms. Flynn is responsible for planning, directing and coordinating Bryan Cave’s global marketing and public relations efforts as well as supporting Bryan Cave’s business development activities. She works closely with the firm chair as well as the Management Committee and other Bryan Cave leaders to develop and implement Bryan Cave’s business development and marketing strategy.
Prior to joining Bryan Cave, Ms. Flynn was the CMO of Sedgwick LLP for more than 10 years. In that role, she built and managed the firmwide marketing and business development program for the international law firm’s 16 offices. Prior to Sedgwick, Ms. Flynn was founder and president of Marketing Visions, a full-service marketing and public relations agency based in Moraga, California, and has held marketing leadership positions at Cooley Godward, Fenwick & West, Littler Mendelson and Coopers & Lybrand.
As the Business Development Manager for the Intellectual Property practice at Morrison & Foerster LLP, Ms. Fougere is responsible for implementing strategic initiatives aimed at effectively positioning the firm among its competitors and growing the bottom line. Prior to joining Morrison & Foerster LLP, she served as the first head of marketing for IP specialty firm Oblon LLP where she lead the business development, public relations, and marketing communications initiatives on behalf of the firm's nearly 150 professionals.
Ms. Fougere, a self-proclaimed “technology enthusiast,” has overseen the development of award-winning websites and blogs during her career. She has also overseen a firm-wide rebranding campaign and has developed and taught a number of marketing and business development programs designed for legal professionals. She previously contributed to the development of an award-winning marketing training program for lawyers called The Breakfast Club.
Ms. Fougere has also held marketing and business development roles at an “AmLaw 100” firm and at another IP specialty law firm in Washington, DC. Ms. Fougere is engaged in community service, including serving as a pro-bono marketing consultant for Taproot Foundation and as a freelance graphic artist for Bread for the City, a D.C. based non-profit. She holds a B.A. in corporate communications and public relations from the University of Colorado.
Jeffrey Franke is Chief of Staff to the General Counsel and Sr. Director of Global Legal Operations at Yahoo, Inc. With more than 20 years of legal experience at major high-tech companies and in private practice, Jeff has supported a broad range of legal issues including, technology licensing, commercial transactions, commercial litigation, open source, product and M&A technology due diligence, and law practice management.
In his current role, Jeff handles strategic and financial planning and management, tools implementation, vendor management, department communications, knowledge management, web portal development, electronic-billing, contract management, and a broad array of cross-departmental issues.
Jeff is a member of the Board of Directors and Corporate Secretary for the Corporate Legal Operations Consortium, a nonprofit comprised of legal operations professionals at major corporations across the U.S.
Prior to joining Yahoo, Jeff worked in the legal departments at Sun Microsystems, Inc. and Oracle Corporation. Jeff received his JD, MBA and BA from Santa Clara University.
Michelle Friends is a Regional Business Development Manager for Jackson Lewis. Michelle manages the firm’s west coast offices, and assists attorneys with all their business development needs. Prior to joining Jackson Lewis, Michelle was the Marketing Director for a full-service Denver law firm. There she managed all aspects of marketing and business development for the firm, including the firm’s website, community and public relations, and events and seminars. Michelle served two terms (2014 & 2015) as the Rocky Mountain LMA Chapter President and also served on the LMA Regional Implementation Taskforce, the LMA Audit Committee, and the LMA Finance Committee. Michelle was recognized as an Outstanding Legal Professional in 2014 by Law Week Colorado.
Prior to joining the legal industry, Michelle worked in the non-profit sector. Her responsibilities included recruiting and retaining the organization’s membership base, which was comprised of the public and private sector, including many elected-officials.
Michelle holds a Master of Applied Communication with a concentration in Public Relations and Marketing from the University of Denver. She also holds a Bachelor of Science in Marketing from Metropolitan State College of Denver.
Patrick Fuller is the Vice President of Business Development for Neota Logic, Inc., based in New York City. With nearly 20 years of experience in the legal profession, Patrick is often referred to as one of the leading experts and pioneers in legal competitive intelligence, particularly in the art of translating big data into intelligence for business development and organizational strategy purposes. Previously, Patrick served as the Director of Legal Analytics for TyMetrix and ELM Solutions, helping legal departments to design and implement analytics and metrics management strategies. Prior to joining TyMetrix, he served as the Vice President of Product & Market Strategy for legal technology company Content Pilot. Additionally, Patrick was a Senior Consultant in the Client Growth Strategy practice with LawVision Group as well as an Adjunct Consultant with Hildebrandt Consulting, after serving as the Global Managing Director of the Monitor Suite competitive intelligence platform he helped launch for Thomson Reuters Hubbard One. Patrick began his career in the legal industry with Martindale-Hubbell.
Allen builds businesses, teams, organizations and capabilities. These efforts revolve around growth, expansion and raising the performance bar.
Early on he worked with partners in start-up companies going from 0 to 60 as fast as they could. Industries included healthcare and industrial controls.
His last four adventures include:
- A large healthcare system where he developed new service lines for the system.
- A Big Four consulting firm looked to him for go-to-market strategy and tactics involving high end management and technology solutions.
- Next Allen built a national marketing / business development function for a large national law firm.
- Presently he is the CMO for the Winstead law firm.
Nancy Furman Paul
Nancy Furman Paul is the Commercial Product Manager for Bloomberg Law Business Solutions at Bloomberg BNA. In her role, she oversees, develops and implements business development products and strategy. She is also responsible for all news and company and markets intelligence on Bloomberg Law.
Prior to joining Bloomberg BNA, Nancy practiced corporate law at Cravath, Swaine & Moore in New York, and then at Wilmer, Cutler, Pickering, Hale & Dorr in Washington, D.C. She received her J.D. from Harvard Law School and her B.A. from Yale University.
Nancy presented at the LSSO RainDance Conference in 2015. She is a member of the LMA Capital Chapter and is certified in Pragmatic Marketing.
April Gallagher, Global Head Strategic Marketing, Orrick, has over 25 years of industry experience. In her role at Orrick she directs marketing and business development initiatives for the 1000 lawyer firm across its 25 global offices. She oversees the 50 member marketing department with a focus on increasing efficiency and establishing processes that will lead to tangible business results.
April leverages her international experience gained from consulting for Bain & Company in Boston, Paris, Moscow and San Francisco. She went on to build a career in new business development across education firms. She launched BerlitzKids – a global language business for Berlitz, developed the K12 education sector for Rosetta Stone and the global programming and enrollment programs for Avenues: the World School. April has led marketing, sales, product development and finance teams in high growth ventures by focusing (relentlessly!) on the client experience.
April has advised and mentored start-up companies and innovators including the Fullbridge Program and CorpU. She received her MBA from Stanford and her B.A./B.S. from the University of Pennsylvania, where she graduated Phi Beta Kappa. April studied French at Université Paris-Sorbonne. From her time living in the former Soviet Union she is proficient in Russian.
Dennis Garcia is an Assistant General Counsel for Microsoft based in Chicago. He leads the legal support function to Microsoft’s U.S. Central Region Enterprise & Partner Group team that is based in an eighteen state region and across six Microsoft districts. Prior to joining Microsoft, Dennis worked as an in-house counsel for Accenture and IBM. Dennis received his B.A. in Political Science from Binghamton University and his J.D. from Columbia Law School. He is admitted to practice in New York, Connecticut and Illinois (House Counsel). Dennis is a Certified Information Privacy Professional/United States and Certified Information Privacy Technologist with the International Association of Privacy Professionals (IAPP). He serves on the Board of Directors of Illinois Legal Aid Online, the Board of Directors of the Association of Corporate Counsel – Chicago Chapter and on the Editorial Board for the Journal of Data Protection and Privacy.
Clinton Gary is the Chief Marketing Officer for Arnall Golden Gregory responsible for marketing, business development, client value management and strategy. Previously, he served in marketing and knowledge management leadership positions with Arthur Andersen and Kilpatrick Townsend. His leadership has resulted in AGG being selected to The National Law Journal's prestigious "Midsize Hot List, marketing initiatives receiving national recognition by LMA, and his Kilpatrick marketing team receiving a top 10 national ranking for Best Law Firm Marketing by The American Lawyer. Clinton has a successful track record of focusing and energizing teams, coaching professionals and leaders, fostering collaborative cultures, managing effective marketing operations, and designing and implementing strategic initiatives – with infectious enthusiasm.
Robin Gerard is the Chief Marketing Officer at Stradling, Yocca, Carlson & Rauth, a 135-lawyer firm with 10 offices in the western United States. In this role, Robin is responsible for the creation and execution of the strategic business development and marketing initiatives for the firm. This includes the implementation of practice group, regional, industry, and client level business plans, the development and implementation of cross-selling initiatives, client feedback, and client teams. Prior to joining Stradling, Robin was the Business Development Director for the litigation
department at Manatt Phelps & Phillips, a 450-lawyer AmLaw 200 firm. Before Manatt, Robin spent seven years at O'Melveny & Myers in a variety of different roles, including Global Communications Manager where she was responsible for the development of the firm’s new website. Before entering the legal marketing field, she was a commercial real estate broker at Cushman & Wakefield and Colliers International in Los Angeles, mainly focused on developing west coast law firm business. Robin received her J.D. from Pepperdine Law School and her undergraduate degree from Princeton
University. She served on the board of the Southern California Chapter of the Legal Marketing Association from 2007-2015 and was the chapter president in 2014.
Elizabeth S. Gooch
Liz is the Director of Business Development for Arent Fox, where she leads strategic business development and planning initiatives for the transactional and regulatory practices and sharpens the firm’s client service through firmwide BD training, competitive intelligence research, client feedback interviews, and affinity group initiatives. With 15 years of industry experience at firms in the AmLaw 100, Liz focuses on building proactive, revenue producing client-loyalty programs that are designed to enhance the brands of key rainmakers, practices and industry groups. She has helped guide departments through mergers, developed joint programming initiatives with nonprofits and other professional services companies, and established focused business planning initiatives to grow targeted markets. Liz started her legal marketing career at Quinn Emanuel Urquhart & Sullivan as the first Director of Marketing supporting expansion efforts in Los Angeles and New York. She is a former board member and program chair of LMA’s Capital Chapter.
Aleisha Gravit is the Chief Marketing and Business Development Officer for Akin Gump Strauss Hauer & Feld LLP. With more than 20 years of experience with marketing, communications and business development in law firms, Ms. Gravit is responsible for setting the direction for practice group- and industry-driven strategies, public relations, internal communications, brand management, competitive intelligence and market research.
Ms. Gravit is a fellow in the College of Law Practice Management and has a long history of leadership within the legal marketing profession, having served as President in 2013; Immediate Past-President (2014); President-Elect (2012); International Board of Directors member at large (2009 - 2011); Governance Committee Co-Chair (2009) Los Angeles Conference Committee co-chair (2008); Rocky Mountain Chapter President (1999). In addition to her leadership in the legal industry, she is also a member of the Board of Visitors of the University of Texas Southwestern Hospitals and Clinics in Dallas, Texas.
Mark T. Greene, Ph.D. is CMO at Lewis Roca Rothgerber Christie. For three decades, Mark has been one of the pioneers in legal marketing and business development. He is a frequent speaker and writer regarding Market Research, Competitive Intelligence, Branding, and Business Strategy for professional service firms.
Mark was inducted into the Legal Marketing Association's Hall of Fame in 2008, is a Distinguished Graduate Alumni of the University of North Carolina, is President-Elect of the College of Law Practice Management, was named in the inaugural list of "Business of Law Trailblazers & Pioneers" by the National Law Journal, is certified by the Academy of Competitive Intelligence as a Master-Level CI Practitioner, and was a 2014 winner of Nashville Business Journal’s CMOs of the Year Award. Mark was trained by GE as a Six Sigma Black Belt and Champion.
Outside the marketing world, Mark in active on behalf of environmental organizations, is a master SCUBA diver, Boy Scout leader and avid cyclist.
Margaret Hagan is the Director of the Legal Design Lab and a lecturer at Stanford Institute of Design (the d.school). She was a fellow at the d.school from 2013-2014, where she launched the Program for Legal Tech & Design, experimenting in how design can make legal services more usable, useful & engaging. She teaches a series of project-based classes, with interdisciplinary student groups tackling legal challenges through user-focused research and design of new legal products and services. She also leads workshops to train legal professionals in the design process, to produce client-focused innovation. Margaret graduated from Stanford Law School in June 2013. She served as a student fellow at the Center for Internet & Society and president of the Stanford Law and Technology Association. While a student, she built the game app Law Dojo to make studying for law school classes more interactive & engaging. She also started the blog Open Law Lab to document legal innovation and design work. Margaret holds an AB from the University of Chicago, an MA from Central European University in Budapest, and a PhD from Queen’s University Belfast in International Politics. She is originally from Pittsburgh.
Angus M. Haig
Angus Haig is currently International General Counsel - Asia Pacific for The Coca-Cola Company based in Atlanta, Georgia, having recently relocated back from Tokyo, Japan.
Mr. Haig began his career in Adelaide, South Australia, where he was born. He received his Bachelor of Arts Degree and his Bachelor of Laws Degree from the University of Adelaide.
After working since 1994 as an Associate to a Supreme Court Judge then as a solicitor in Adelaide for several years he moved to Sydney, Australia and joined Coca-Cola in 1998 as Division Marketing Counsel for Coca-Cola South Pacific. In 2001 he completed a short term assignment in Shanghai, China, and upon return to Australia was promoted to Region Counsel for Coca-Cola Australia. Shortly thereafter he moved to London for three years as Group Marketing Counsel for Coca-Cola Europe, Eurasia, and Middle East before moving back to Sydney to become Division Counsel for Coca-Cola South Pacific and Korea.
In 2007, Mr. Haig moved from Australia to Atlanta as Senior Managing Counsel of Global Marketing for The Coca-Cola Company based in Atlanta, until December 2013 when Mr Haig was appointed as General Counsel Asia Pacific Group and General Counsel Japan and relocated to Tokyo Japan.
Steven is a member of the Cisco Legal executive management team where he manages the Legal Technology Solutions (“LTS”); Global Export Trade (“GET”) teams; the global process for Trademarks and Corporate Marketing, and the Global Center of Excellence – an industry-leading example of the use of “captive Legal Process Outsourcing.” The LTS team is chartered with developing and maintaining systems and process that support the efficiency and accuracy of legal functions at Cisco. These systems and processes include contract management, export compliance tools, regulatory compliance, legal knowledge management, web-based resources, and file room operations. The GET team is responsible for expediting Cisco’s worldwide trade by ensuring global compliance with global export rules and regulations.
Steven holds a B.S. degree in Business Management (Information Systems emphasis) and a J.D. degree, both from Brigham Young University.
Shawn M. Harpen
Shawn M. Harpen is Chief Legal Officer and General Counsel of Patrón Spirits International AG, headquartered in Schaffhausen, Switzerland, and The Patrón Spirits Company, based in Las Vegas, Nevada. Before joining Patrón, she was a partner in the law firm of Jones Day, resident in the Irvine office, where her practice focused on complex commercial and shareholder litigation, as well as corporate governance.
Ms. Harpen, a prior Chair of the State Bar of California’s Standing Committee on Professional Responsibility and Conduct, currently serves as a member of the State Bar of Nevada’s Standing Committee on Professional Responsibility and Ethics, and as a member of the Professionalism and Ethics Committee of the Orange County Bar Association.
In addition, Ms. Harpen is member of the RAND Institute for Civil Justice Southern California 50 Leadership Council and a Fellow of the Litigation Counsel of America, and has been appointed to the Local Rules Advisory Committee for the United States District Court for the Central District of California. Ms. Harpen has been a speaker and contributing author for various programs on corporate compliance, securities litigation, professional responsibility and ethics. She is admitted to practice in California and before the United States Supreme Court, the United States Court of Appeals for the Ninth Circuit, the United States District Courts for the Central, Southern and Northern Districts of California and the Eastern District of Michigan, and is certified to practice in Nevada as in -house counsel.
Ms. Harpen received her bachelor’s degree, summa cum laude, from The University of Toledo College of Arts & Sciences in 1990. In 1998, Ms. Harpen received her juris doctor, magna cum laude,from The University of Toledo College of Law.
Erin W. Hawk
Erin is the Chief Business Development Officer for Shumaker, Loop & Kendrick, LLP’s Ohio offices, where she advises firm management on strategic growth issues, develops sales and business development strategies to drive revenue and trains and coaches attorneys on an individual and group basis. As a service-minded executive and client evangelist with more than 20 years of legal marketing and business development experience, Erin is skilled at balancing strategic goals and objectives with detailed implementation and has implemented innovative approaches to drive attorney accountability and collaboration.
Erin has managed teams across numerous initiatives, including media relations, advertising development, event management, social media marketing, website development and content generation.
Erin earned her Masters of Science in Marketing and Communications from Franklin University, where she graduated first in her class, and her Bachelor of Arts in Journalism and Spanish from The Ohio State University, summa cum laude, where she also graduated first in her class from the School of Journalism.
Erin served on the LMA Ohio board for five years, during which the chapter won the LMA International Chapter of the Year Award twice and served as the Chapter’s President in 2014. She has been a frequent speaker on a wide range of business development and marketing topics.
Anne Heathcock joined Winston & Strawn in 1994 and currently serves as the firm’s Managing Director for Marketing. In this role, she works directly with firm leadership in implementing strategic marketing and sales objectives. She oversees the marketing communications and marketing technology teams on efforts such as the firm’s website, digital media activities, business intelligence gathering, InterAction, and graphic design services. Anne was a core team member for Winston’s 2013 website redesign project, which earned “Best in Show” at the 2014 LMA Your Honor Awards. She also heads the global business development team responsible for the firm’s intellectual property, energy, labor and employment, environmental, and EBEC practices.
Jeff Hemming specializes in developing integrated solutions that deliver information to senior management, business development and marketing teams to better understand clients and increase bottom line revenue. He has spent the past fourteen years working with legal and technology clients including eight years implementing Tikit’s eMarketing solution for their 100 plus North American clients.
Jeff is experienced in implementing solutions that achieve business development/marketing strategy via electronic communications. Emphasis placed on delivering relevant content via targeted communications across multiple channels that adhere to compliance requirements and metrics delivered via easy to understand dashboards. Solutions that he actively works with include InterAction, Tikit EMS, Salesforce.com, Exact Target and Constant Contact.
Jeff holds a degree from the University of Western Ontario and a post-graduate certificate in Direct Marketing from the University of Toronto.
As one of the owners of Jaffe, Vivian balances her responsibilities between managing the agency’s relationships with our clients and staff and providing our clients with high-level and strategic PR account leadership, directing teams that execute and implement successful legal media relations programs. An experienced PR professional and one of Lawdragon's "100 Leading Legal Consultants and Strategists," Vivian delivers critical counsel surrounding high-profile litigation, sensitive matters and crisis management. Clients rely on Vivian and trust her guidance when it matters most.
Serving as an integral senior member of a law firm’s marketing department, Vivian takes pride in developing long-term relationships with law firm clients, many of whom she has worked with for a minimum of five, 10 and more years. These partnerships have enabled Vivian to become a trusted advisor to many of the country’s top corporate law firms. While some media relations programs focus on immediate results, others depend on long-range planning and benefit from working with someone who fully knows and understands a firm’s culture, philosophies, history and management style. That’s why Vivian’s enduring relationships with her clients allow her to manage effective law firm media relations strategies that she adapts to fit each firm’s evolving needs.
Vivian is active with LMA International and is a frequent speaker to lawyers and legal marketers, as well as a published author on a range of legal marketing and PR, crisis communications, and media relations topics.
William E. Hornsby
Will Hornsby is counsel in the American Bar Association's Division for Legal Services, where he provides staff support for the Standing Committee on the Delivery of Legal Services and the Commission on the Future of Legal Services. Will has written several articles on technology and legal ethics for publications such as the National Law Journal, the Georgetown Journal of Legal Ethics and the ABA Law Practice Management magazine. He is a chair of the Illinois Attorney Registration and Disciplinary Commission Hearing Panel, an adjunct faculty member of the Chicago-Kent College of Law School, and a fellow of the College of Law Practice Management.
Richard Hosley serves as the Vice President, Office of Special Counsel and Associate General Counsel at DaVita Healthcare Partners.
Before joining DaVita Healthcare Partners, Rick was a litigation partner at Hogan Lovells. Rick served eight years as an Assistant United States Attorney for the U.S. Department of Justice and was the Chief of the Major Crimes Section for the United States Attorney's Office in Denver, Colorado. As Major Crimes Chief, Rick supervised a team of DOJ trial attorneys, lead hundreds of investigations, and provided advice and counsel to federal law enforcement agencies including the FBI, Secret Service, DEA, ATF, Homeland Security, and others. In 2013, Rick was awarded the Department of Justice Director’s Award for excellence in litigation. In 2014, Rick received the District of Colorado’s U.S. Attorney's Award for Excellence.
Prior to his time at the Department of Justice, Rick was a prosecutor for the State of Colorado, and a military judge advocate and officer for the United States Marine Corps. While a Marine lawyer, Rick served as a trial counsel and courtroom attorney, and deployed to the Al Anbar Province in Iraq as the legal advisor to an infantry battalion of more than 1,000 Marines.
Kenneth Imo is the firmwide director of diversity and inclusion (D&I) for Morgan Lewis. In this capacity, Kenneth works closely with firm leaders to ensure that D&I plays a central role in client engagement and in the recruitment, career development, retention, and advancement of lawyers of all seniority levels.
Prior to joining Morgan Lewis, Kenneth led the diversity efforts of a large international law firm and, before that, he practiced law at another firm where he represented clients on D&I matters. Before going into private practice, Kenneth served as a captain in the United States Air Force Judge Advocate General (JAG) Corps.
Dr. David W. Jacobs
Paul Jaffa has spent over 30 years in professional services marketing and communications and is a founder and managing director of Myddleton Communications, one of the UK’s leading PR advisers to the international legal sector. He advises leading UK, US and international law firms on strategic marketing, PR and communication issues. He has been involved in numerous high profile media campaigns including national and international law firm mergers, new business and practice global launches, litigation support in celebrity trials in the High Court and crisis management for major financial institutions. He was a founding partner of the Professional Services Marketing Group (PSMG)--
Jim Jarrell is Director of Marketing and Practice Development for Stark & Stark, a regional law firm based in New Jersey with just over 100 attorneys. In his current role, Jim is responsible for leading a team of six legal marketers in the planning, management, and implementation of firmwide marketing and business development initiatives. He has spent most of his 20 year career in marketing and business development for professional services firms, including stints in financial services, management consulting, engineering, and legal. An active member of LMA, Jim is currently the Treasurer-elect for the newly-formed Northeast Region, is also in his second year as co-Chair of the LMA International Governance Committee, previously served for four years on the Editorial Board Committee for Strategies - LMA’s flagship publication, and last year served on the planning committee for the LMA Philadelphia Chapter Conference. A 2014 graduate of George Washington University’s Law Firm Management master’s degree program, Jim is a frequent speaker/presenter on a wide range of legal marketing and business development topics, including as a guest-lecturer at Fordham University’s School of Law.
Christopher Javillonar is General Counsel for Permobil, Inc. and its various subsidiaries. Permobil is a world leader in complex rehabilitation mobility solutions and operates in more than 70 countries around the world. Javillonar oversees the legal affairs of Permobil in North America, South America and Australia and the global legal affairs for two of its subsidiaries. He also oversees the Government Affairs department and acts as Group Privacy Officer. Prior to joining Permobil, Javillonar was a Partner in the Kansas City office of Bryan Cave, where he practiced commercial litigation in the areas of complex business litigation, white collar and securities litigation, class action defense, officer and director liabilities, trademark enforcement and healthcare litigation. Javillonar earned his juris doctor degree from Washington University School of Law and a Bachelor of Science degree from Rockhurst University. While attending law school, he was awarded the Judge John W. Calhoun Trial Practice Award for demonstrating exceptional talent and enthusiasm for trial practice.
Iris Jones joined McNees in early 2015 and serves as its Chief Business Development & Marketing Officer. She leads the firm’s business development and marketing team which delivers proactive service and high-level support to the firm and its attorneys. Iris works closely with firm management and members to expand the firm’s business by strengthening relationships with existing clients. She and her team provide analytical and strategic support for identifying and capturing new business and expanding existing relationships. Skilled in designing solutions based on analytical needs assessment, Iris directs complex projects from concept to fully operational status. Iris’s strengths are effective in team building, strategic planning and execution. She is a highly capable project director/manager who has extensive experience in coaching, training and providing business development strategic support to all levels of stakeholders.
Iris serves on the firm’s Diversity Committee, Professional and Personal Development Committee (PPDC) and the 2026 Future’s Committee.
Prior to serving as Chief Business Development & Marketing Officer for other AM LAW 100 firms in DC and New York, she practiced law in Texas for over 22 years in the public and private sectors handling state and federal jury and bench trials and federal appeals.
Iris has been a member of the State Bar of Texas since 1978 with extensive litigation and appellate practice experience while serving as an Assistant Attorney General of Texas and Director of the City of Austin’s Law Department.
Iris is a member of the Legal Marketing Association, and has served as a panelist at LMA annual conferences and LMA Chapter events.
Barbara Joseph is the Marketing and Client Services Director at Bowles Rice LLP, a regional law firm with 125 attorneys and seven offices in West Virginia, Pennsylvania and Virginia. Barbara has more than 35 years of experience in marketing, public relations and advertising, but when she joined Bowles Rice in 2007, it was her first foray into the world of legal marketing. Her previous experience included heading the advertising department of one of the state’s largest advertising and public relations firms, community outreach for a statewide healthcare initiative and private consulting for a wide range of local and regional clients.
At Bowles Rice, her responsibilities include strategic planning and budgeting for all firm and practice area marketing; coordination of business development activities; and oversight of the firm's external and internal marketing and communications, including the award-winning Views & Visions magazine.
A native of Michigan, Barbara graduated with high honors from Michigan State University’s College of Communication Arts in 1977. She worked for a small newspaper in a picturesque town on Lake Michigan before relocating to West Virginia in 1979. As a volunteer grant writer, she has secured more than $500,000 for school-based art and technology education programs.
Bill Josten is the Senior Legal Industry Analyst for the Thomson Reuters Legal Executive Institute, consulting with Large and Medium law firms nationwide on strategies regarding pricing, profitability, change management, and cost recovery. Bill has worked with over 500 firms nationally over the course of the last few years to help them develop strategies to address these areas. Bill has also worked with large law firms as a National Account Representative and as a Reference Attorney. Prior to joining Thomson Reuters, Mr. Josten was an attorney practicing in criminal defense and general civil litigation. Bill was previously an Adjunct Professor of Law at the University of St. Thomas School of Law in Minneapolis, Minnesota, and has clerked at the Minnesota Court of Appeals.
Robert A. Kahn
Rob Kahn is the Chief Marketing Officer at Fenwick & West, a law firm focusing on the needs of technology and life sciences companies.
As part of the firm’s administrative leadership, Rob is responsible for developing and implementing marketing, communications, research, business development and client service functions that increase awareness of the firm and allow Fenwick attorneys to build and maintain strong practices. With particular strength in marketing technology and process improvement, during his tenure at Fenwick & West, Rob has lead initiatives that have significantly improved functions including experience management, pitch automation and customization, market research, online and social media marketing, and client relationship management.
Rob also collaborates closely with other administrative departments to develop systems that improve the accuracy and efficiency of the firm's marketing and business development efforts at the practice group and industry group level.
Despina Kartson has extensive experience in global business development, marketing, and communications, including strategic planning, practice and client development, public relations, creative services, and internal, external, and online communications. She leads the global business development & communications department for Jones Day, the largest U.S. law firm, spanning 44 offices across five continents. In this role she works with Firm leadership and lawyers to develop and implement strategy around client development, marketing, communications, and media relations.
Prior to joining Jones Day in 2016, Despina served as chief business development & marketing officer at Morgan Lewis for three years and was chief marketing officer at Latham & Watkins for nine years. While at Morgan Lewis she was instrumental in setting the strategic direction and overseeing the operational implementation of the firm's client development, marketing, and communications programs. During this time she led the firm's re-branding and website projects. The firm received numerous industry recognitions for these projects, including winner of the People's Choice Award as part of Sitecore's 2015 Experience Awards in North America.
At the start of her career, Despina worked in print and broadcast media for the ABC affiliate TV station in Toledo, Ohio and for the Associated Press in New York. She began her legal career as a litigation paralegal at Thompson Hine, where she transitioned into litigation support/e-discovery and published two books on the subject. She later worked as an assistant IT director for Cravath, Swaine & Moore and moved into business development and sales for two companies that provide outsourcing services to law firms and professional service firms. She is also coauthor of Building Rainmakers: The Definitive Guide to Business Development for Lawyers.
Despina is a Fellow of the College of Law Practice Management. She is a member of LMA (Legal Marketing Association) and winner of the Susan Benjamin Legacy Award from the Metro New York LMA chapter, which is a lifetime achievement award given to a long-standing member who has left a distinguishable mark on the chapter. She is also a frequent moderator and panelist at legal marketing conferences.
Despina leads a monthly outreach program serving food and providing clothing and toiletries to the homeless on the streets of Manhattan, which has served more than 10,000 individuals.
Jennifer P. Keller
Jennifer P. Keller is president and chief operating officer of the Firm. She is a former member of the Firm's board of directors and former chair of the Firm's nationally-recognized Labor & Employment Department. As an employment litigator, Ms. Keller advises clients on a wide variety of issues, including discipline and terminations, benefits issues, leave, disability accommodation, policy formulation and enforcement and similar matters. A substantial part of her practice is providing training for employers in the areas of harassment and discrimination prevention, drug-free workplace, union avoidance and other employment law issues. Ms. Keller also has extensive appellate experience including the briefing and argument of appeals before various state and federal appellate courts.
Licensed in Tennessee and North Carolina, Ms. Keller regularly practices in both state and federal courts in those states. She also regularly appears before various administrative agencies, including the Department of Labor, EEOC, Tennessee Human Rights Commission and NLRB. She has significant experience in mediating, arbitrating, and litigating claims based on the Civil Rights Acts, FMLA, ADA, FLSA, NLRA, ERISA, state workers' compensation laws and state-specific employment laws.
Koree Khongphand-Buckman is the Regional Head of Business Management, Americas at Hogan Lovells. In her dual role, Koree leads the marketing and business development team for the U.S. regional offices and guides the Regional Managing Partner for the Americas in his leadership role managing 14 of the 18 North American offices. Koree provide support in all aspects of business management; ensuring that the strategy, plans, structures, and financial performance of the offices and regions are in place and aligned with the firm's strategic goals; and delivering initiatives to drive forward the business. Prior to her career in legal marketing, she worked for two accounting firms. Koree served the Legal Marketing Association, Rocky Mountain Chapter from 2006-2011 and 2014, as a member-at-large, program committee member, President-elect, President, and Immediate Past President.
For more than 15 years, Brian has been responsible for shaping the stories and reputations for many of the world’s largest and most innovative law firms. At Seyfarth, he leads public relations, media relations, and social media efforts for the firm's 14 offices around the globe, as well as firm subsidiaries SeyfarthLean Consulting and Seyfarth Shaw At Work. In this role, Brian works closely with Seyfarth leadership to shape strategic communications, content, and thought leadership programs that enhance firm reputation, maximize visibility and align with business development goals. Brian can be reached by email at BKiefer@seyfarth.com.
Ryan D. King
Ryan King has the unique experience of having worked in-house as a strategic communications counselor, in the media as a producer, and in a PR agency setting. As the Director of Communications, he leads and directs the public relations, media relations, communications, content marketing, and social media for Ogletree Deakins and the firm’s 49 offices. He has won multiple Your Honors Awards from the Legal Marketing Association for his work. The International Board of Directors of the Legal Marketing Association selected Ryan to launch and co-chair the Public Relations Shared Interest Group to advance the public relations profession for the legal industry.
Amy Knapp is a senior business development and marketing strategist with over 20 years of experience in the professional services industry. Amy’s firm, Knapp Marketing, develops re-branding and business development campaigns for small, mid-size and Am Law 200 law firms. Known for her work in digital marketing, Amy’s projects have included website and brand repositioning, firm-wide and practice-specific business development campaigns, one-on-one business development coaching and social media training, coaching and strategy.
A Fellow of the College of Law Practice Management, Amy is co-author of LinkedIn and Blogs for Lawyers (Thomson Reuters) and the blog NotKnapping. She serves on LMA’s Strategies Magazine Board and is a former board member of the LMA Capitol Chapter.
Susan Kostal is a legal affairs PR, marketing and content consultant in San Francisco. She assists firms of all sizes in content creation, publication, and content amplification and management. She covered legal affairs as an award-winning newspaper and magazine journalist for nearly three decades. She writes the Content Under Pressure column for Attorney At Work and guest blogs regularly. Connect with Susan by email at email@example.com.
David C. Kuhlman
David C. Kuhlman is a Partner at Axiom Consulting Partners. He has been a chief advisor to leading law, consulting and accounting firms for over 25 years. He helps clients develop strategy, organization and talent to meet ever-increasing competition and continually changing markets. He is a frequent author and speaker on the issues these firms face. He is the author of Leading Firms: How Great Professional Service Firms Succeed & How Your Firm Can Too.
Brian Kuhn, Esq.
Brian Kuhn is an inventor, sales leader and subject matter expert for the Watson Group. He focuses primarily on the Midwest, where he leads strategic transformations for clients in the Insurance and Legal domains. Together with clients, Brian works to articulate the business vision around cognitive computing and leads first-of-a-kind transformational projects, in which data ownership, trust, usage and monetization have proven to be crucial elements for the successful competitive differentiation of an enterprise. Brian is a licensed attorney and actively leads "Watson for Legal" for IBM in the context of both law firms and corporate legal departments.
Glenn LaForce is the Executive Vice President and Chief Strategy Officer. He is responsible for Handshake Software’s overall company strategy and the sales & marketing divisions. Prior to joining Handshake Glenn spent 12 years at LexisNexis where he headed new business sales for the eastern United States. He also previously served as the primary relationship manager for many of the AmLaw 200 firms.
Glenn began his career at The Baseball Factory where he handled sales, scouted & marketed high school baseball players to college & professional teams. He is a graduate of Salisbury University in Maryland where he concentrated on business & history and is a member of Tau Kappa Epsilon fraternity. Glenn lives in Atlanta with his wife and children and enjoys golfing in his spare time. He can be reached at firstname.lastname@example.org.
Gail relocated from New England in 2007 to join Henderson Franklin in sunny Southwest Florida. She is responsible for the firm’s marketing efforts, including advertising, branding, business and client development, budget planning, events, newsletters, press releases, seminars and sponsorships. She incorporates social media into the firm’s legal marketing initiatives and assisted in the launch of the firm's three blogs, the Southwest Florida Employment Law Blog, the Legal Scoop on Southwest Florida Real Estate and the Southwest Florida Business and IP Bulletin. Gail also guest blogs and speaks on the use of social media to many industry and professional groups.
Gail previously served on the Legal Marketing Association’s Social Media Shared Interest Group Leadership Committee for several years. She also was a co-founder, Steering Committee member and past president of the Social Media Club of Southwest Florida.
Gail serves on the Southwest Florida Seminole Board of Directors and is a member of the Red Sox Celebrity Golf Classic Tournament Committee to support the Golisano Children’s Hospital of Southwest Florida.
Douglas Lancet is global director of litigation practice development for Winston & Strawn, where he works closely with firm and department leadership to identify and implement strategic growth initiatives for the firm’s 450+-attorney litigation practice. In addition, Doug collaborates with business development colleagues and a cross-functional team that includes information technology, docket, and other firm professionals to develop tools to continuously monitor and evaluate newly filed litigation and other adversarial and compliance issues as part of the firm's mission to respond quickly with solutions to the firm’s clients’ most pressing issues. After graduating law school and before joining Winston & Strawn, Doug worked as a director at Thomson Reuters (and predecessor companies) where he held a number of sales, marketing, and product development positions in the company's legal and regulatory information businesses.
Doug earned a B.A. in Economics and American Literature from Binghamton University and a J.D., cum laude, from Albany Law School of Union University, where he was Executive Editor for Research and Writing of the Albany Law Review.
Helena Lawrence took the road less traveled and it led her to a career in client service, business development, and project management in Washington, DC. As an UNC Kenan-Flagler MBA, and PMP, Helena has extensive experience in strategic planning, client service, business development, project management, and marketing and communications for legal, consulting, government, high-technology and non-profit industries. Helena is the President of the LMA Mid-Atlantic Region Board of Directors.
Currently, Helena is the Senior Marketing & Business Development Manager for Orrick’s Cybersecurity & Data Privacy Group. She provides thought leadership, strategic guidance and recommendations for client service, business development, sales, practice and marketing initiatives. Before joining Orrick, Helena worked at two prestigious law firms. Prior to working at law firms, Helena was a Strategic Communications Consultant at Booz Allen Hamilton and she worked at Toyota Financial Services.
A native Californian, Helena believes in giving back to her community. She was honored to be recognized for her contributions by being selected as the LMA Capital Chapter Member-of-the-Year. She has been active in the Capital Chapter including serving on the Board of Directors as well as the Communications and Program Committees. Additionally, Helena is the Immediate Past President of her condominium association.
Jabez is co-author of the best-selling legal technology book Online Law Practice Strategies. He is an international technology expert who has delivered over 200 CLE presentations at bar associations around the US. He is also the 2016 and 2017 co-chair for the Legal Marketing Association national YHA. Jabez writes a regular business and technology column for Forbes and contributors to the ABA Journal, Clio, Avvo and NBC Chicago. He co-founder of the legal marketing agency GNGF, winner of the 2014 Best Places to Work by the Cincinnati Business Courier. Jabez is an advisor to SUBWAY corporation and sits on the SMB board for Box.com. He loves coffee and is a craft beer enthusiast.
Kristen Bateman Leis is the Chief Business Development & Marketing Officer, leading the business development and marketing efforts for Parker Poe, a business law firm with offices in North Carolina, South Carolina and Georgia. Kristen has been a legal marketer for 17 years for some of the most well respected law firms in the Midwest, Pacific Northwest, and the Southeast. She is passionate about the business of law and sets the strategy for Parker Poe’s client relations and business development, competitive and business intelligence, and marketing communications programs. Kristen has a niche focus on business development programs, client feedback initiatives, process improvement standards, and team building. She earned her B.A. from Capital University in Columbus, Ohio, and is currently enrolled in graduate school at the University of North Carolina – Charlotte, where is she working toward her M.B.A.
Susan Letterman White
Susan Letterman White, JD, MS, is the founder and Managing Partner of Letterman White Consulting, where she and her team help lawyers and law firms change the way they do business to improve leadership and management, organization and team performance, and marketing and business development. She is also an adjunct professor at Northeastern University, where she teaches leadership, strategic change, and communication skills and the owner of LWC Online Professional Development, which provides cost-effective training in core leadership, communication, and strategy skills for busy professionals to learn what they want when they want. Before starting her second career, Susan practiced employment law for more than 20 years and was the Managing Partner of a law firm.
Susan has designed and facilitated training and coaching programs for law firms, consulting firms, governmental agencies, universities, and chemical and pharmaceutical companies. She is certified in the MBTI, Korn Ferry Leadership Architect, and Korn Ferry Voice 360ᴼ assessments.
She also regularly publishes and speaks nationally and internationally. Recent keynotes on legal industry change include NALP Foundation (Dallas, October 2015) and Operations Leaders in Legal Conference (London, November 2015).
She is on the editorial board for Law Firm Partnership and Benefits Report (ALM, a law practice advisor for Massachusetts LOMAP, chair of the Massachusetts Bar Law Practice Management Section, vice-chair of the ABA Law Practice Division Lawyer Leadership and Management Committee, and Education chair of the Boston Bar Association’s Diversity and Inclusion Section. She is also a past council member of the American Bar Association’s Law Practice Division and past Chair of ABA Women Rainmakers.
Trish Lilley is chief marketing officer of Fox Rothschild LLP, an AmLaw 100 firm with 750 attorneys in 22 offices. She has worked with, for, and around lawyers for nearly 30 years – as a journalist covering the federal courts, a legal recruiter and a bar association executive. Since 1999, Trish has held a variety of law firm business development and marketing roles. During her tenure at Fox, the firm has expanded rapidly, with a 75 percent increase in attorney headcount and 90 percent increase in revenue from 2008 to 2016. Leading a 30-member marketing team, Trish collaborates extensively with the Legal Recruiting, Talent Management and Professional Development groups to adopt and implement best practices for business development, lateral integration and market expansion. A strong proponent of professional development, Trish currently serves as co-executive editor of Strategies, LMA’s flagship publication, and on the association’s Educational Advisory Council, the entity charged with crafting performance and education standards for the industry. A founding member of LMA’s Metropolitan Philadelphia Chapter, Trish was recently elected a member at large of the inaugural Northeast Regional Board of Directors.
Cecilia R. Linton
Cecilia is the 2016 President of the LMA-Texas Chapter and will be the Immediate Past President of the Southwest Region Board of Directors. She is currently Senior Marketing Manager at Dykema Cox Smith where she provides brand direction, business development, and marketing advice for the Texas market, Financial Industry Group and Dental Service Industry areas of the firm. She has served in a variety of roles in her 16+ years of legal marketing. She has had the opportunity to handle a wide variety of legal marketing tasks such as events, PR, operations, budgets, business development, RFPs/proposals, technology integration, websites, collateral and branding.
Cecilia was part of the first legal marketing group in Austin, Texas and served as the Austin City Group Leader when it was part of LMA-Southeast Chapter. She was on the first board of the Texas Chapter as a member-at-large. She has also served as Treasurer of the Texas Chapter. Before joining Dykema Cox Smith, Cecilia worked at Baker Botts. Prior to working at law firms, Cecilia worked for the Greater Austin Chamber of Commerce and for Texas Monthly Magazine.
Cecilia is fortunate to live in Wimberley, Texas near the Blanco River with her husband and three kids. In her “spare” time, you can find her taking pictures at the river, taking pictures at her daughter’s volleyball games or taking pictures of her twin boys learning to fly planes through Civil Air Patrol. In the cyber world, you can find her on twitter at @CRLinton, see her photography on Instagram at @CRLinton, view her business profile on LinkedIn at www.linkedin.com/in/CRLinton.
Amanda Loesch is a business development and marketing professional with 18 years of experience working with law firms and financial services companies. Amanda began her career in the Leadership Development Program at J.P. Morgan Chase, before entering the field of legal marketing at an AmLaw 100 firm. Amanda is currently the Director of Marketing at Mitchell Williams, an 87-lawyer firm based in Little Rock, Arkansas, where she is a solo marketer.
Amanda has an MBA in Finance and Marketing from the Gabelli School of Business at Fordham University, and a bachelor’s degree in music from New York University. Amanda currently serves on the 2016 board of LMASE as the Director of Programing, and will also serve on the 2017 board of LMASE. At the international level, Amanda is the co-chair of the small firm/solo marketer SIG for 2017.
Dawn Longfield has been working in law firm marketing for over 24 years. Currently, she is the CMO at Davis & Gilbert, a 110-attorney firm in New York. She is responsible for the strategic development and implementation of the firm's marketing and business development initiatives including business development, public relations, event sponsorships, digital marketing as well as internal and external communications.
Prior to joining Davis & Gilbert, Dawn was the CMO at Anderson Kill and worked at Akin Gump Strauss Hauer & Feld, LLP in a practice development role. She began her career in law firms at Chadbourne & Parke LLP. Prior to law firm marketing, she worked for 10 years in the corporate world at U.S. Sprint and Pepsi-Cola USA.
Dawn has been an active member of the New York chapter of LMA for over 20 years and served as the Chapter President in 2002. She is currently co-chair of the LMA CMO/Senior Leader SIG and has served as co-chair of the Metro New York LMA CMO SIG since 2013.
Morgan MacLeod, Co-owner of Cubicle Fugitive Inc. and www.TorontoLawyers.ca, is a brand, marketing and web strategy specialist with over seventeen years’ experience helping companies, including numerous professional service firms, post-secondary education institutions, charitable organizations and several of the Canada’s largest media companies, build and manage their brands both online and offline.
A dynamic speaker with a passion for selling services and intangibles, she has spent the last decade working almost exclusively with business-to-business and professional service firms helping them create strategic, meaningful and memorable identities. With a strong foundation in market research and sales, Morgan develops strategies, designs, campaigns, marketing plans, sponsorships and brands by first understanding and addressing client needs and then using those insights to help convert interest into deeper relationships and new business.
Having worked with hundreds of attorneys in North America, Morgan has an intimate understanding of the professional mindset and their challenges when building their practice and profile. She regularly works with lawyers, both established and juniors fresh out of school, to help them articulate their points-of-difference and build strategies for cultivating new business through both traditional and digital media.
Her company, Cubicle Fugitive, a full-service Brand and Marketing Firm, has been helping clients define their brands, design their identities, develop their websites and market their companies for almost 15 years.
Joan Mariani Andrew
Joan Mariani Andrew is the Director of Business Development at Varnum LLP, a 168 attorney firm with 8 offices in Michigan. She has firm-wide responsibility for marketing, communications, media relations and business development. Joan drives the firm's overall marketing strategy and works with individual attorneys, practice groups and offices on targeted business development efforts aligned with firm strategy. She directs events, training, advertising and website development.
Prior to joining Varnum, Joan held executive positions in sales and marketing in industries ranging from education services to manufacturing and technology. She has extensive international experience having established and directed sales and service operations in Europe and Asia with profit and loss responsibility. She also managed the integration team responsible for the successful merger of two industry competitors.
Joan brings the perspective of the client experience to Varnum having engaged and/or managed work from over twenty-five U.S. and international law firms. Joan holds a Bachelor of Arts degree from Northwestern University and an M.B A. from the University of Chicago.
Lawrence Martinez is the Director of Communications at Manatt, one of the nation’s leading law and consulting firms, with more than 450 professionals in eight offices, including Los Angeles, San Francisco, New York and Washington, D.C. In this role, Lawrence leads a team to identify opportunities and effectively communicate the organization’s expertise and client centric approach. He advises leadership on external and internal communication issues and manages crisis communications. Prior to Manatt, Lawrence led communications for the San Diego County Bar Association. His work has been recognized with honors from the Public Relations Society of America, the Legal Marketing Association and the American Bar Association.
Mark J. Masson
Mark J. Masson is a Principal at Axiom Consulting Partners. He advises senior leaders of major professional services firms to improve execution of strategy. He specializes in client growth, strategy, governance and leadership model and Partner performance and compensation. His work blends the nuance and experience of leadership with cutting-edge business analytics to successfully transform firms.
Jon serves as the Director of Business Development for BakerHostetler, a law firm with over 940 lawyers across the US. Jon is responsible for stimulating profitable revenue growth through the implementation of client development processes and the leadership of the business development team of 25 who enable and drive the business development efforts of 70 practice teams, 14 offices and seven industry sectors. Previously Jon was Chief Marketing and Business Development Officer at Tucker Ellis where he was responsible for revenue growth, new client generation, brand awareness, and instilling a culture of client service and business development throughout the firm.
Before coming to law firms, Jon spent most of his career in Big Four accounting serving in a unique blend of roles including external business development to some of the firm’s largest clients, a geography marketing leadership role, and a client service/timekeeper role within a state and local tax practice.
Jon is a frequent guest speaker to the LMA International Conference and LMA chapters, LSSO, bar associations, and other organizations on business development within professional services organizations. He received his BA in Economics from Eastern Illinois University and his MBA from Wake Forest University. He lives in Chagrin Falls, OH with his wife Jerrel Lynn and daughters Emily (16), Ashley (12) and their boykin spaniel, Wrigley.
Allison McClain Joyce
With almost 20 years of experience in corporate communications, public relations agency roles, and as a former broadcast journalist, Allison McClain Joyce brings a unique perspective to her position as Director of Media Relations at Nixon Peabody LLP. Allison spent the first half of her career focused on telling stories as a producer at a number of television stations across the U.S. For the past decade, Allison has directed all media relations activities for Nixon Peabody, an international law firm with 700 attorneys in 17 offices in the U.S. and globally. In this role, Allison serves as not only as a firm spokesperson, but also as a strategic communications adviser to the firm’s Chief Executive Officer and Managing Partner and firm management. Allison has secured strong relationships with editors and reporters at top-tier business media outlets, legal and industry trades, as well as publications in each of the markets where the firm has offices. You can reach Allison at email@example.com.
Olga Mack, is a startup lawyer who enjoys advising her clients to success and growth. Currently General Counsel at ClearSlide, she previously worked at Zoosk, Visa Inc., Pacific Art League of Palo Alto, and Wilson Sonsini Goodrich & Rosati. She is a passionate advocate for women and has founded the WomenServeOnBoards.com movement. @OlgaVMack
David McClune is Chief Marketing Officer for Shearman & Sterling, responsible for the firm’s global Business Development, Marketing & Communications functions.
Prior to Shearman, David spent 15 years as the Chief Marketing Officer for Allens Linklaters, one of the largest corporate law firms in the Asia Pacific. David has also been a senior media and policy aide to several Government Cabinet Ministers in Australia, including serving as the Chief of Staff for Sydney’s 2000 Olympics, and as Marketing Director for the Australian Tourism Commission, the agency charged with marketing Australia as a leisure destination.
He also has an extensive background in marketing communications with leading international public relations and advertising agencies, having commenced his career with as a journalist.
David holds an MBA degree from the Australian Graduate School of Management (University of NSW); a Masters of International Relations (Honors) degree from Melbourne University; and a Bachelor of Business (Communications) degree from the Queensland University of Technology. He is also a graduate of the Harvard Business School Professional Services program, and a Member (Graduate) of the Australian Institute of Company Directors.
Mark is responsible for analytics, research and new program development at Intapp, helping law firms to achieve client success using metrics and actions, exploring innovation in client service.
Prior to Intapp, Mark led the Peer Monitor program at Thomson Reuters, consulting with law firm leaders on topics like financial competitive intelligence and benchmarking, industry performance, rates, pricing trends and strategy, profitability, among other metrics.He is a licensed attorney and also worked throughout his career with Morgan Lewis, IBM, and Procter & Gamble.
Eric S. Meltzer
Eric S. Meltzer is the Director of Strategy & Pricing for Lane Powell, where he works closely with the leadership team to advance client value and service excellence, and is primarily responsible for practice innovation, pricing, and client service and development initiatives. Prior to joining Lane Powell, Eric was the Director of Legal Services for a global management consulting firm, where he helped develop its legal advisory practice, working with corporate law departments and law firms to craft strategy, improve value, develop leaders, and make meaning out of data.
As a civil attorney, Meltzer developed a commercial and intellectual property practice, where he represented start-ups, non-profits, and Fortune 200 companies. Prior to his civil practice, he was a Law Fellow at the Institute for Governance & Sustainable Development in Washington, D.C.
When not on the road, Eric can be found in the Pacific Northwest, usually roasting coffee, boxing, or adventuring outdoors.
With more than two decades of hands-on marketing experience, and more than half of those years in law firms, Erin Corbin Meszaros helps Sutherland attorneys turn business strategies into business successes. Guiding firm initiatives from marketing to public relations, Erin focuses on developing innovative solutions and programs to enhance client satisfaction and increase brand awareness.
Erin works one-on-one with attorneys on their professional and business development to help integrate and align their individual initiatives with the firm’s overall business development plan. She also guides and supports practice groups and sections to ensure the firm’s strategic goals are met.
Erin’s career includes numerous successful marketing initiatives, such as implementing and executing a firm’s business development program, initiating and completing a re-branding campaign, conducting an in-depth client relations coaching program for firm partners and creating a unique customer relationship management (CRM) database course, which effectively increased firm-wide usage.
Steven Mindel is a Certified Family Law Specialist since 1998. He is the Managing Partner at Feinberg Mindel Brandt & Klein, a 20 attorney family law firm, in Los Angeles, California. Steven graduated college Magna Cum Laude from UCLA in 1981 and received his Juris Doctorate degree from USC Gould School of Law in 1985. Mr. Mindel was named to the Super Lawyers list from 2004-2016, and was named one of Southern California’s Top 100 lawyers from 2007-2016. Steve hosts a group of 20 Managing Partners at FMBK each month for a Managing Partners Roundtable, a facilitated program where Managing Partners discuss relevant topics in their practices. Steve also is the Chair of Beverly Hills Bar Association’s Managing Partners Forum, a group made up of Managing Partners, with firms ranging from 5-100 attorneys come to listen to great speakers and discuss relevant trends/various topics/problems in their everyday position as Managing Partner. Steve is well known in the LA legal community for growing his solo practice to the 20 attorney firm it is today.
Katie Moesche is Marketing Manager for Farleigh Wada Witt, a full-service business law firm in Portland, Oregon with a specialty in financial services. She has more than ten years of law firm marketing experience. At Farleigh Wada Witt, Katie is responsible for all aspects of the firm’s marketing, business development, public relations, and client service and retention. In addition, she coaches associate attorneys on marketing and business development and conducts in-house training sessions for all attorneys.
Alicia Moore brings extensive experience serving as inside and outside General Counsel at public and private technology companies across a variety of industries. Before Echelon, she provided independent strategic legal advice to a number of clients. Prior to that, Alicia served as Vice President of Business Development, General Counsel, and Secretary for Extreme Networks. She also held the Vice President General Counsel roles at AristaSoft Corporation and Adaptec, and served on the Board of Directors for Women's Capital Corporation. Alicia holds a Juris Doctor degree from the UCLA School of Law and a bachelor’s degree in political science from Stanford University.
Jamie Mulholland is a New Jersey-based law firm marketing consultant who works with practices of all sizes in the Northeast region. In 2000, she was recruited to join an Atlantic City full-service firm with a global casino law practice as its first in-house marketer. After six successful years with the firm, she left to pursue opportunities to work with other firms who were not large enough to need a full-time marketing director, but who desperately needed the help of an experienced professional. Her consulting practice has thrived from day one. She was a founding board member and past president of the LMA Philadelphia chapter, has co-chaired the LMA Philadelphia one-day conference for both of its two years of existence, and was twice named to the “Best of” list for law firm service providers by The Legal Intelligencer, the oldest law journal in the United States. Her 20+ years in marketing overall has also spanned the public relations, financial services, event management and broadcasting fields. Sometimes she thinks about going back in-house, but then remembers not everyone would like the music she plays at the desk, which includes, among other artists, Peter Frampton.
Peter V. Nguyen
Peter V. Nguyen is General Counsel, Corporate Secretary and Privacy Officer of Resolver Inc., an integrated risk management software company supporting over 1,000 customers across 100 countries with offices in North America, United Kingdom, New Zealand, and the Middle East.
Immediately prior to joining Resolver, Mr. Nguyen was SVP Corporate Affairs, General Counsel and Corporate Secretary of GuestLogix Inc., a publicly listed software company servicing the travel industry. He has also held in-house counsel roles at startup and mature technology companies and practiced corporate/commercial law with emphasis on technology transactions at leading international law firms.
Mr. Nguyen was the recipient of the 2015 International Law Office / Association of Corporate Counsel Global Counsel Award (General Commercial category) and in 2016 he was named to the inaugural Legal 500 GC PowerList for Canada. Mr. Nguyen is admitted to practice in the province of Ontario and the state of New York.
He is a graduate of the Faculty of Law at the University of Toronto and holds a Bachelor of Arts from McGill University.
Idan Nishlis is the CEO of Nishlis Legal Marketing and is considered as the legal marketing pioneer in Israel. Being the only professional in the country to have studied services marketing, specializing in legal marketing, Idan has the most diversified and comprehensive work experience in the field, having worked in the US and Israel. Idan founded the first legal marketing department in Israel at Herzog Fox & Neeman (Israel's largest and leading law firm) which he managed for over 4 years, before launching Nishlis Legal Marketing.
Molly D. Nunes
Molly Nunes is the public relations director at WilmerHale. For over a decade, she has led a team recognized by industry publications for their accomplishments in obtaining outstanding media exposure. Molly is responsible for the implementation and execution of firm’s public relations initiatives, including overseeing the efforts gained through external PR agencies and solo practitioners.
For 14 years, Molly has grown through the ranks at WilmerHale and helped to build a team of six individuals dedicated to public relations. She works across the firm’s five legal departments, including its extensive pro bono practice, advising lawyers on case and industry specific public relations strategies. In addition to PR, Molly is responsible for the strategy, organization and completion of the firm’s participation in legal directories.
Molly started her communications career at public relations agencies. She joined WilmerHale from Weber Shandwick where she worked with both business and technology clients. Prior to that she was with Schwartz Communications, an agency focused primarily on technology and healthcare, that has since been acquired by MSLGROUP.
Molly received a Bachelor of Arts in Communications Studies from the University of Nebraska – Lincoln.
Matthew Olsen, Head of Business Development, Litigation, Hunton & Williams – With 10+ years of experience in the industry, Matthew is responsible for the planning, development and implementation of the firm's business development strategies and operations. He is responsible for working with practice groups, partners and business development team members to capitalize on already identified business opportunities and to source new ones. Matthew earned his M.B.A. from Fordham Graduate School of Business and his B.A. from Clark University.
Amy O’Neill has more than 15 years of experience advising lawyers on their marketing and business development strategies. As the Marketing & Business Development Manager for Hogan Lovells, an AmLaw 100 firm, Amy is responsible for the marketing and business development efforts of the firm’s offices in Denver, Colorado Springs, Houston, and Minneapolis. In this role, she leads her team in developing, implementing, and managing business development, marketing, and profile raising strategies for more than 100 lawyers. Prior to joining Hogan Lovells more than 10 years ago, Amy worked in the marketing department of a regional law firm.
Amy is a graduate of the University of Nebraska-Lincoln and a devote Husker football fan. Amy currently serves on the board for UNDERWEARNESS, a 501(c)(3) not-for-profit organization that provides new underwear to children in need.
Danyel is the Business Development Coordinator at McNees Wallace & Nurick in Harrisburg, Pennsylvania. She was employed with McNees from 2008 – 2011 prior to her three years living in Virginia working for Troutman Sanders LLP and Special Counsel. Danyel coaches attorneys and practice group leaders on developing unique strategies for capturing new business and strengthening client relationships. She assists attorneys with responses to requests for proposals and other business development opportunities. She oversees the firm's CRM system and provides training on best practices for utilizing CRM as a business development differentiator. Danyel is an LMA member and has served as a panelist for the LMA Philadelphia Chapter.
Joshua Peck, p.r. head at international law firm Duane Morris, is regarded as one of leaders of the legal public relations community worldwide. He is the co-founder and president of Law Firm Media Professionals, now in its 16th year, and has spoken across the U.S. on legal p.r., and internationally in Toronto, London, and in Milan, in Italian (which he does not speak).
Peck began his journalism career at the Michigan Daily, where he was proud to be arrested, in 1981, in pursuit of a story. As a reporter, he exposed numerous scandals, and was featured in many morning-after correction notices. He was a press secretary to losing Congressional candidate Hamilton Fish III.
In legal p.r., he has worked for several agencies and in-house at Kirkland & Ellis, Hughes, Hubbard & Reed, and for the last 13 years at Duane Morris.
In his spare time, Joshua acts, sings, plays keyboard, and fences epee—in ascending order of badness.
His most recent accomplishment is marrying his college sweetheart, only 34 years after they first met. He is the husband of a Nottingham University grad student in theology, and the father of a Vanderbilt University philosopher, and a Pitt sophomore.
Kalev is Managing Director of Strategy at One North Interactive. He and his team design interactive experiences that meet the marketing and business development goals of complex, relationship-based organizations. Kalev consults directly with clients to create enduring brand, marketing and business development strategies for their interactive efforts. He designs the messaging direction, content strategy, information architecture and user-experience of professional websites and other interactive properties. Kalev speaks and writes regularly on a wide range of topics, including relationship development, digital strategy, brand expression, content marketing, interactive design and user analytics. Kalev earned his bachelor’s degree from Brown University. He also holds master degrees from the University of Chicago and Cambridge University, where he studied as a Fulbright Scholar.
Dave Poston is a licensed attorney who has held numerous international in-house and agency positions for law and other professional services firms handling international public relations and business development responsibilities from offices in Atlanta, London, New York, Orlando and San Francisco.
Lara Quie is the Head of Business Development for the Asia Pacific Region at Duane Morris & Selvam LLP, a joint venture law firm between U.S. firm Duane Morris LLP and Singapore firm, Selvam LLC. Half British and half Japanese, Lara has lived in seven countries and leads the firm’s business development and marketing activities for offices in Singapore, Hanoi, Ho Chi Minh City, Shanghai and Yangon. A graduate of Oxford University, Lara practised as an anti-trust lawyer in the UK before starting her own international business and eventually relocating to Hong Kong with her family. Lara has lived in Asia for 5 years.
Jennifer Raatz is the national Practice & Client Solutions Consultant for Foley & Lardner LLP. She is responsible for Foley's client and practice group focused technologies, where she recommends innovative technology solutions, efficiencies and process improvements to help better serve Foley's clients, as well as identifying effective use of existing technologies. Additionally, her focus includes knowledge management projects to improve information sharing and collaboration.
Traci Ray is the Executive Director at Barran Liebman LLP, where she blends her enthusiasm, leadership and solution-oriented mentality to guide the firm’s management, marketing, attorney development and administration. She oversees the firm’s speaking engagements and coordinates all firm events and seminars, including Portland’s largest Award-Winning Annual Employment, Labor & Benefits Law Seminar. During Traci’s tenure with Barran Liebman, the firm has been continuously ranked in Band 1 by Chambers & Partners USA, and was recently honored with a 2016 Chambers Diversity Award in the “Most Pioneering Firm for Female Lawyers” category. The firm has been named one of the 100 Best Companies to Work for in Oregon since 2010, with the #1 Ranking in 2013 & 2015. Admitted to practice in Oregon, Traci has served as the President of the Multnomah Bar Association’s Young Lawyers Section, is a Board Member with ROI Portland and the Oregon Law Foundation, is the Board Secretary for Dress for Success Oregon, and is a proud member of the Legal Marketing Association. She has been published in the ABA’s Law Practice TODAY and Strategies, The Journal of Legal Marketing. Additionally, Traci is a member of the American Bar Association’s Law Practice Division, where she serves as the Chair of the ABA Women Rainmakers Committee.
Heather A. Reid
Heather A. Reid is the Director of Practice Group Marketing at DLA Piper. She leads the development and deployment of targeted marketing strategies across 10 practice areas – intersecting with specific client needs and objectives at the sector level. Working closely with our sector marketing team, Heather’s team drives measurable results around client retention, growth and satisfaction. Heather also developed and manages the strategic direction of Marketing Central – a centralized, administrative marketing function located in DLA Piper’s Global Service Center in Tampa, Florida.
Kimberly Rennick is the Director of Sector Marketing at DLA Piper. She leads a national team of US-based industry sector-focused Marketing Managers. Her team designs and implements go to market strategy, client retention and growth plans. Kim also partners with DLA Piper’s US managing partner to craft and implement business development strategy.
Roger Royse is the founder of Royse Law Firm, PC, a business and tax law firm with offices in Northern and Southern California (www.rroyselaw.com). Roger practices in the areas of corporate and securities law, domestic and international tax, mergers and acquisitions, and fund formation. His clients include international emerging and middle-market companies and high net worth individuals. Practicing since 1984, Roger’s background includes work with prominent San Francisco Bay area law firms as well as Milbank, Tweed, Hadley and McCloy in New York City. Roger is an adjunct professor at the Golden Gate University Law School Tax program (Corporate, International, Property Transactions) and is a frequent speaker, writer, radio guest, blogger and panelist for bar associations, CPA organizations, and business groups. Roger is a Northern California Super Lawyer, is AV Peer-Rated by Martindale Hubbell, and has a “Superb” rating from Avvo. Roger is also the organizer of Silicon Valley AgTech and Silicon Valley AgTech Conference and runs the AgTech Innovation Network, and early stage incubator and network for tech companies in the agriculture and food markets. Roger has been quoted in the Wall Street Journal, the San Francisco Chronicle, Reuters, The Recorder, 7X7 and Fast Company.
Rob Saccone is an entrepreneur and recognized expert in technology, knowledge management, business and practice optimization within the legal industry, spending the last 15 years in various senior roles at law firms and technology vendors. In 2003 Rob founded XMLAW and grew it to become an award-winning Inc. 5000 business and the leader for SharePoint technology and expertise in the legal space. After XMLAW was acquired by Thomson Reuters in 2009, he held several senior positions with Thomson Reuters’ legal division as a general manager and vice president serving mid-to-large law firms globally.
Rob invests in and advises early stage businesses in the legal industry, and is a member of Law Angels, the first and only angel investment group focused on legal.
A frequent speaker at legal industry and technology events, Rob has contributed to publications and authored books on software development, knowledge management and Web-based technologies. Follow Rob at@robsaccone and www.linkedin.com/in/rsaccone.
Robert-Paul Sagner is a Senior Manager for Business Development in the Washington, DC office of Allen & Overy. He is responsible for all aspects of business development and marketing activities for the firm’s antitrust, enforcement, financial services regulatory, and political Law practice groups in the United States. Robert-Paul’s responsibilities include developing global strategies and goals; building and maintaining strong relationships with key clients; developing practice group and individual partner business plans; assisting with the lateral partner recruiting process, including identifying candidates and drafting partnership memos for firm’s partner admission committee; managing communications and public relations for the Washington, DC office, including social media accounts and strategy; and developing and supervising the implementation of systems for tracking business development activities and new business. Before become a business development professional, Robert-Paul spent several years practicing law as a litigator.
Jennifer Scalzi is the Founder of J. Johnson Executive Search (JJES) and has spent the last 17 years inside of, and as a consultant to, law firms. In the past decade of providing recruitment and strategy services to firms, she has achieved prominence as a consultant who truly understands the legal marketing industry. Her insider knowledge — gained from six years in professional development and lawyer recruitment at a prominent Am Law 100 firm and as a leader in the Legal Marketing Association (LMA) — gives her a competitive advantage. Her clients and candidates know that Jennifer understands their world.
Jennifer has been a member of LMA since 1999 and has been actively involved in leadership positions since 2004 when she was elected to the Board of Directors of the Metro New York Chapter where she went on to serve as President in 2008. Jennifer is now serving as the 2017 President of the newly formed Northeast Region of LMA.
A featured speaker and published author on topics of professional and career development, Jennifer has also contributed her expertise through interviews with CBS’s “MarketWatch,” The American Lawyer, and Law360.com. Jennifer holds a B.A. from Baylor University and resides in the Boston suburbs with her husband and four children.
Leah Schloss is director of marketing at Sullivan & Worcester, 175-lawyer firm based in Boston, New York, Washington, DC, London and Tel Aviv. During her 18-year career in legal marketing, she has focused on business development strategy and planning, client satisfaction, public relations, digital marketing, content strategy and social media. Leah is recognized as a business development and marketing idea-generator and strong team leader. She is a founder and writer of a Blog for in-house counsel and a content and digital marketing expert with unique experience connecting marketing automation tools to business development. She also values building strong, trusting relationships with lawyers and the marketing team by identifying the best opportunities for revenue generation. Leah lives in New Rochelle, New York with her husband and two children. She loves being a mom, running, cooking, painting, reading and eating.
Sally J. Schmidt
For more than 25 years, Sally Schmidt, President of Schmidt Marketing, Inc. in Edina, Minnesota, has offered marketing and business development services to law firms nationally and internationally. Clients have ranged in size from small firms to those with over 3,000 attorneys but her “sweet spot” is mid-sized and regional law firms. With an MBA and B.S. from the University of Minnesota, Sally is a former in-house marketing director for a law firm, and was a founder and the first President of the Legal Marketing Association (LMA). In 1994, Sally was inducted as a Fellow into the inaugural class of the College of Law Practice Management. In 2007, she was inducted into the inaugural class of the Legal Marketing Association’s Hall of Fame, and given a lifetime achievement award.
A frequent industry presenter and writer, Sally has spoken at more than 250 national and international seminars and conferences for the legal profession, and has written more than 250 articles published in prominent legal industry publications. She is the author of two ALM books on law firm marketing: the best-selling Marketing the Law Firm: Business Development Techniques; and Business Development for Lawyers: Strategies for Getting and Keeping Clients.
Elonide Semmes is the President of Right Hat, a brand consultancy that helps organizations create simple yet powerful brands. Elonide likes nothing more than to take complicated messaging and simplify it both in words and visually. At the heart of Right Hat's approach is getting into the minds of buyers by grounding strategy in external research, not just internal opinions.
Elonide was a founding member of the Legal Marketing Association Mid-Atlantic chapter (formerly NALFMA) and has served on the Board of Directors of both the Mid-Atlantic and New England chapters. Elonide has been inducted into the Legal Marketing Association Hall of Fame and the College of Law Practice Management.
Adam Severson is the Chief Marketing and Business Development Officer at Baker Donelson, a 700 lawyer firm predominantly in the Southeastern United States. He is responsible for the strategic direction and execution of the Firm's business development and marketing initiatives. Adam leads practice group- and industry-driven strategies, public relations, client interviews, brand management, advertising, competitive intelligence and market research Adam is a Past President of the Legal Marketing Association. He has lead two teams at two different firms that were recognized as the #1 marketing and business development departments in the country and was named "CMO of the Year" by the Nashville Business Journal. He is a nationally-recognized presenter and leader in the legal marketing and business development community.
Jessica G. Sharp
As Principal of Maven Communications, Jessica works closely with clients to integrate the goals of their marketing program into the larger business objectives of the company. Together with her team of communication professionals, Jessica creates measurement-focused programs that meet the diverse needs of companies in an ever-changing business environment.
Jessica is skilled in developing and implementing strategic communications programs for corporations, products and individuals and has knack for identifying and targeting new customer opportunities for established businesses. She has been integral in implementing plans that have created new visibility for services, has worked closely with executives and marketing departments through high stakes acquisitions, and has successfully positioned numerous individuals as thought leaders.
Jessica is President of the Legal Marketing Association, Metro Philadelphia Chapter; is a member of the Public Relations Society of America and the Philadelphia Public Relations Association; sits on the Advisory Board of the Gift of Life Family House; and previously served on the Advisory Board of the Eastern Pennsylvania Chapter of the Arthritis Foundation.
She holds a M.A. in Communication Management from Temple University and a B.A. in Corporate Communications from Drexel University.
Jaime Sheldon, Senior Business Development Manager at Akin Gump Strauss Hauer & Feld LLP, is responsible for the firm’s implementation and execution of cross-practice initiatives, including industry and client development and other efforts aimed at targeting new business by more than two practices. Jaime has significant experience facilitating collaboration across practices geared towards helping strengthen client relationships and optimizing internal cross-selling opportunities. In this role, Jaime works with attorneys in creating marketing collateral and presentations to clients and prospects; finding synergies across practices and industries; and streamlining internal tracking and collaboration efforts. She has more than 10 years experience in law firms, having previously worked as a litigation paralegal prior to her various roles in business development.
Lisa M. Simon
Lisa Simon is Chief Client Development Officer at Lathrop & Gage. In this role, she provides strategic direction on the firm’s national business development and marketing initiatives and leads a team responsible for client service, market growth, PR and communications, branding, and community and civic engagement.
A twenty-year legal marketing veteran and proven leader in the industry, Lisa is a frequent speaker on client feedback, alternative fee arrangements, talent acquisition, and marketing communications. Lisa was president of the Legal Marketing Association in 2008 and has held numerous leadership positions within LMA. She is passionate about educating and mentoring those who are new to the industry and has been involved with LMA’s QuickStart programs for many years.
Her civic and community engagement includes serving as a board member of organizations such as The Denver Hospice and Parkinson’s Association of the Rockies.
Before her career in legal marketing, Lisa worked in banking and in broadcasting. She has a B.A. in Communications from the University of Denver.
Lynn Skoczelas is the chief experience officer for Sharp HealthCare, a fully integrated health care system in San Diego and home to The Sharp Experience. As chief experience officer, Lynn is accountable for the system-wide strategy, design, engagement and implementation of Sharp’s organizational improvement initiative transforming the health care experience for employees, physicians, patients and their families. She also provides leadership for The Sharp University, a “corporate university” created to provide leadership development, physician leadership development and team member engagement.
Lynn has been a member of the Sharp HealthCare team since 1997 and has served in several leadership roles within the organization including clinical and the organizational culture. Lynn has been directly involved with the work of The Sharp Experience since its inception in 2001.
Lynn holds a Bachelors of Science in Nursing, an MBA in Health Care Administration and is a Pine and Gilmore Certified Experience Economy Expert.
Amy K. Spach
While Amy K. Spach has created hundreds of biographies and profiles for attorneys, she still believes each lawyer has a unique story to tell. As Perkins Coie LLP’s first in-house marketing content editor, Amy initiated a bio development program that led to increased webpage visits, decreased bounce rates and firmwide awareness of the power of a good bio. Her writing and style tips reflect a journalistic perspective gained as an NBC News producer and during decades of developing content for law firms as the owner of the writing consultancy AS Written Communications.
Adam L. Stock
Adam L. Stock is the Chief Marketing and Client Services Officer at Allen Matkins. Adam leads marketing and client development initiatives for firm members as well as practice areas and industry groups. He oversees the firm's branding, external communications and client relationship support. Prior to joining Allen Matkins, Adam was the Chief Sales and Marketing Officer at Dorsey and Whitney LLP.
Adam brings his passion of marketing and technology to helping law firms doing a better job providing value to their clients. Before joining the legal profession, Adam hired outside law firms as a high technology executive for Adobe Systems, Auctiva Corporation, Electronics for Imaging, Inc., and several start-up companies.
He is frequent speaker on law firm sales, technology and video. Adam has been the Chair of and instrumental in growing the Legal Marketing Technology Conference/West into the premier technology conference for legal marketing. He serves on the board of Legal Marketing Association. He is a Board Member of the Legal Sales and Service Organization (LSSO).
Alison Swenton Arjoon
Alison has been advising businesses and law firms for over 20 years on strategy, international expansion, client development, and profile-raising tactics.
She joined Covington in April 2014 as its Chief Marketing & Business Development Officer, based in DC. She oversees client and business development, marketing, and communications/PR for the global firm. Among other things, she has launched a firmwide client feedback program and overseen the revamp of the firm’s website, including development of a video component. She oversees a team of 40 professionals globally.
Prior to Covington, Alison was Head of Business Development for Paul, Weiss, based in NY. Before that, she was based in Bahrain as Head of Business Development for the Middle East and North Africa for Freshfields. She began her legal marketing career at Clifford Chance, where she held numerous global roles. She started her career at Capital One Financial where she was one of four college graduates nationwide hired into its Management Associate Program.
Alison has a Master of International Affairs from Columbia University’s School of International and Public Affairs and a Bachelor of Business Administration from James Madison University. She earned an Executive Management degree from Oxford University’s Saïd Business School, with a focus on the business of law.
Alison regularly speaks on law firm BD and has published several articles and a book. She speaks French, Mandarin and Spanish. She and her husband have four children.
Micheline is the Director of Communications at King & Spalding, a global law firm with over 900 lawyers in 10 countries, where she is responsible for public relations, media relations and internal communication. Prior to moving in-house, she was Managing Director at Kekst & Company where she provided strategic and tactical communications counsel to senior management on a variety of complex, high-profile situations, including crises, litigation, M&A, bankruptcy, management changes, proxy fights and long-term investor relations issues. Earlier in her career, she was a corporate lawyer in New York City for six years.
Burton Taylor is founder of Proventus Consulting, which is a national marketing, public relations and business development agency that specifically serves the legal industry. Recognized by the National Law Journal’s as the No. 1 Legal PR agency in its Best of the Midwest rankings, Proventus works in firms across the nation to develop and execute on media relations strategies that are designed specifically to drive business development.
Taylor has worked with clients on media strategies that have resulted in favorable coverage in publications ranging from local business media and trade publications to the nation’s largest and most well-known legal and business media. Relying on his experience with political campaigns, Taylor’s team focuses on leveraging traditional PR, thought leadership and third party endorsements in ways that shape opinion and influence the buying decisions of company’s that may be considering his clients as outside counsel. In the first half of the year, Proventus had earned media coverage for its clients in three of the five largest media in the nation, as well as local coverage in 25 different states and major metropolitan areas across the nation. In turn, Proventus works with clients to maximize the value of these opportunities by incorporating resulting into other business development collateral, marketing materials, and strategic client communications.
Recognized by Lawdragon as one of the nation’s Top 100 legal consultants in 2016, Taylor’s experience also includes serving as in-house PR lead for Shook, Hardy & Bacon.
Barbara Tayloris DLA Piper’s Chief Marketing Officer. Barbara leads the firm’s national marketing team and works to support, develop and execute marketing strategies for the firm, practice groups and sectors in the Americas, while integrating these efforts globally. In addition, Barbara manages communications and public relations efforts. Barbara joined DLA Piper with 25 years of legal experience, including a lengthy tenure at BDO USA and BDO Seidman, where she held various positions on the legal team, including serving as General Counsel since 2001.
Kristin leads digital initiatives at West Monroe Partners, a business and technology consulting firm. In her role, she is responsible for CRM, marketing automation and the firm’s digital channels. Kristin is passionate about digital’s role in amplifying the firm’s thought leadership to differentiate West Monroe from other consulting firms. In all, she has 15 years of B2B marketing experience in strategy, digital and content development.
Kristin graduated from Vanderbilt University with a double major in communications and Spanish.
Matt Thompson is Vice President of Product Marketing for Foundation Software Group and is an industry thought leader on how professional services firms can leverage technology to enable best practice business development initiatives. With nearly 20 years providing marketing solutions for law firms, he is focused on how firms can adopt data-driven approaches to business development, deliver superior client experiences, and leverage relevant aspects of modern selling methodologies.
Matt previously held senior management roles within sales, consulting services, product management, customer experience, partner relations, and technical communications. A Six Sigma green belt, he is also certified in Pragmatic Marketing. He earned his Bachelor of Science degree in electrical engineering from the University of Massachusetts Lowell.
Dan is the digital marketing manager at Plante Moran, one of the nation’s largest accounting, tax, and consulting firms. For more than 10 years, he’s managed all of the firm’s digital capabilities, including its online presence, email, online advertising, and CRM system. Using these tools to promote the firm and drive revenue, Dan is known for combining a pragmatic, logical approach with creativity as he guides the firm’s strategy in this critical area where business, marketing, and technology intersect.
Lili is an accomplished and passionate marketing executive who is obsessed with all good things in life, especially guest experiences. Her career has allowed her to build and deliver award-winning work for many significant Fortune 500 global brands. She is known to be a respected leader employees love to work for and has been recognized several times in her career as a top people manager, an accomplishment which she is most proud of. Building high-performing teams and delivering exceptional results is what drives her.
Lili is currently the Chief Experience Officer/CMO at MGM Resorts International, a $9 billion global hospitality and entertainment company operating a portfolio of over 19 destination resorts brands, including Bellagio, Delano, Aria, MGM Grand, Mandalay Bay, over 400 food and beverage outlets, 350 retail outlets and host to renowned Cirque du Soleil productions and appearances from the hottest musicians, comedians and sporting legends. In her role, Lili is responsible for all marketing functions including portfolio brand management, guest experience, advertising, marketing technology, guest insights and strategy, agency, media, loyalty marketing, database marketing, analytics, partnership and event marketing, social and digital and public relations.
Jose Fernando Torres
Jose Fernando Torres is a fellow at the Legal Design Lab, Stanford Law’s Center on the Legal Profession. At the Legal Design Lab, Jose is working on using design thinking to re-imagine online dispute resolution, and on using design methods for business model innovation at law firms and legal tech startups. He is the Director of the Center for Innovation in Law at the Sergio Arboleda University in Colombia and a co-founder at Lexter, a legal tech company in Colombia. Prior to that, he was an associate in the international arbitration practice of Skadden Arps, Slate, Meagher & Flom LLP in London and a Legal Affairs Officer at the Legal Affairs Division of the World Trade Organization. Jose holds a JD from the University of Los Andes in Colombia, an International Diploma on International Trade Regulation from the World Trade Institute in Berne, and an LLM in International Economic Law & Policy from the University of Barcelona.
Mary M. Trice
As the Digital & Marketing Communications Manager at Winston & Strawn LLP, Mary Trice manages the firm’s digital marketing strategy and initiatives. In this role, she oversee Winston’s website, social media marketing, search engine optimization (SEO), website analytics and monitoring, online reputation management, and digital content development. She regularly assists attorneys and practice groups in creating business development plans and enhancements to raise their visibility online. In 2014, Ms. Trice’s work on behalf of Winston garnered the Legal Marketing Association’s Best in Show award for website redesign.
Jasmine Trillos-Decarie is the Chief Business Development Officer at Stoel Rives LLP based in their Seattle office. She is an experienced marketing leader with over 20 years of experience in marketing and business development at international AmLaw 100 and 200 firms. Jasmine’s expertise includes developing and implementing business development and marketing plans that support the firm’s strategic and financial objectives, as well as the successful leading, motivating, and coaching of cross-functional teams.
Jasmine works to develop and implement the business development strategies and marketing strategies and provides leadership and direction to the Marketing and Business Development Department. Jasmine collaborates with firm leadership, department chairs and individual attorneys to support various marketing opportunities and to reinforce the firm’s visibility.
Prior to joining Stoel Rives, Jasmine was in charge of the Marketing & Business Development team at Foley Hoag LLP in Boston, MA. Prior to that she spearheaded marketing and business development strategy at two international AmLaw 100 law firms and was responsible for creating and expanding strategic initiatives. She has also been active with the International Legal Marketing Association Board of Directors and the LMA New England Board of Directors.
Amy Scowen Walsh is responsible for the firm’s business development, marketing and communications activities. Amy has more than 20 years' experience leading and managing BD and marketing functions in professional services organizations.
Prior to joining Davies, she was senior director, marketing and business development at another major Canadian law firm. Before that, she was a principal and U.S. head of the business development resource group for a leading global consulting firm based in New York. Amy began her career in knowledge management at a global consulting firm, working in their Montréal and New York offices.
Jill Warren is Global Director of Marketing and Business Development (CMO role) at Bird & Bird LLP. A US and Dutch national, she divides her time between Germany and the UK and leads the firm's international team of professionals covering the areas of client service and insight, practice and sector business development, marketing communications and local marketing and business development. Prior to joining Bird & Bird in 2012 she spent five years as Head of Business Development, Continental Europe at Hogan Lovells and eight years in various business development and marketing roles at Freshfields Bruckhaus Deringer. She has also worked in the automotive and pharmaceutical industries. Her experience and skills include client relationship management, business and practice development, corporate communications, PR, product management and managing international/cross-cultural teams.
Maggie T. Watkins
Maggie Watkins is a dynamic and high energy leader with a distinguished background as a marketing and business development executive. She has extensive expertise and knowledge in effectively developing and deploying strategic marketing, business and client centered initiatives that advance a firm’s objectives. She is currently the CMO and a consultant for the Letterman White Consulting firm. Prior to that, she worked at Bradley, an Am Law 200 law firm with nearly 500 lawyers.
Ms. Watkins was the Chief Marketing & Business Development Officer at the law firm of Best Best & Krieger LLP; the Chief Marketing Officer and Director of Communications at LECG, an international publicly traded expert services and consulting firm; and President of Meritas, a global alliance of 175 independent full service business law firms in 80 countries, encompassing 5,000+ lawyers. She also has tenure with a large regional law firm (merged with Dentons) and a “Big Four” accounting firm.
Ms. Watkins is an active volunteer in professional and community organizations. On a national level, she is a past President of the Legal Marketing Association (LMA) and the Association of Accounting Marketing (AAM). She has served as a director on numerous nonprofit boards, and currently sits on the boards of the ABA Law Practice Division’s Women Rainmaker’s Committee and Leadership California.
A frequent speaker, Ms.Watkins regularly addressees management, professional and non-profit groups on a variety of topics.
She has received many honors including “Women Who Mean Business,” “Marketing Professional of The Year,” “Cool Woman” and she was one of San Diego Magazine's "50 to Watch."
Paul Webb oversees all business development and marketing communication efforts at the New York City-based law firm of Kleinberg Kaplan Wolff & Cohen. For more than fifteen years he has collaborated with law firm leadership on strategies designed to increase business development and market position, and has developed and launched innovative reformations of law firm brands and images. Mr. Webb has also served on panels and authored articles in industry publications focused on legal marketing issues. In addition to his background in legal marketing, Mr. Webb has also served as an Adjunct Professor at Temple University in the Department of Strategic Communication where he taught a course in Legal Issues in Communication Management.
Mr. Webb holds a J.D. from Rutgers University, a B.A. in Journalism from Temple University, and completed the Market Analysis for Competitive Advantage Executive Program at Columbia University’s, Graduate School of Business.
Tara is a partner in the Wicker Park Group, an international consultancy focused on helping law firms strengthen and deepen their relationships with in-house counsel and business owners through client feedback and other client facing programs.
Tara's practice includes training and conducting client feedback interviews, client service training, mid and end of matter feedback training and business development strategies based on hundreds of in-person and telephone interviews. One of her key areas of practice includes developing near and long-term strategies to implement the focus, improvement and change necessary for the firm to become true trusted advisors to their clients. Tara is known for not only creating solutions and initiatives, but more importantly customizing the programs, ideas and opportunities to each individual, practice area or firm.
Tara joined the Wicker Park Group after serving as the Chief Marketing Officer and Director of Client Relations for Miles & Stockbridge from 2002-2012. A member of the firm’s six person senior executive team and participant on the board of directors, she implemented and led numerous initiatives including a client satisfaction program, client and industry teams, client service training, client visit program, business development training, individual attorney coaching, three rebranding campaigns and a communication strategy plan during the economic down turn.
Ben is responsible for HighQ Publisher a content management and digital experience platform and works with clients to deliver amazing customer experiences. He is more of a people person than a technologist and is driven by great user experience. He enjoys working closely with clients and colleagues to ensure the successful delivery of solutions which help clients derive the most value from their investment in HighQ software. He has over 15 years legal, social and content publishing technology experience.
Meredith L. Williams
Meredith L. Williams is Baker Donelson's Chief Knowledge Management Officer. Although trained as a lawyer, she is not actively engaged in the practice of law. Instead, she oversees BakerNet, the Firm's industry-leading intranet, and coordinates strategic growth on behalf of the Firm in knowledge management, competitive intelligence and technology. Ms. Williams also oversees many of the Firm's tools that allow us to partner with clients and deliver cutting-edge legal support. She directs the Firm's collaborative, web-based suite of online client services, which includes determining delivery methods and pricing structures. She is also the lead contact for information and pricing on the Firm's wholly-owned subsidiary Mitigated Risks, LLC, which offers online compliance and training resources to companies of all sizes. Ms. Williams is widely recognized as a leading authority in knowledge management issues for the legal field, and is a frequent presenter and author on knowledge management and competitive intelligence. Follow her on Twitter@mlwilliams77.
Amy has more than 15 years of research, training, and business intelligence experience. She is proficient in the use of a wide range of research tools and services and specializes in complex research projects. Her responsibilities include creating background reports on companies and individuals, developing target lists, maintaining a database of firm experience with judges, opposing counsel, and jurisdictions, identifying litigation opportunities, and providing statistics on case outcomes and timelines. Prior to joining the business development team, Amy founded Winning Case, Inc., concentrating on providing research and training solutions for attorneys and law firms. Winning Case services included statistical reporting and analysis for federal court cases, custom research projects, and training.
Amy graduated summa cum laude from Northern Illinois University with a BA in Political Science.
Gil Wolchock is an established management executive with more than 20 years of proven experience in P&L, corporate turnaround and sales management areas. Currently, Gil is Director of Sales for LexisNexis’ leading client relationship offering, InterAction. His experience spans across multiple industries within technology and he has served in various senior management positions. His strategic consulting background includes work with clients Coca-Cola, UPS, The United Way and Cox Communications. Mr. Wolchock was awarded as one of Atlanta's "40 Under 40" in 2007 by the Atlanta Business Chronicle and he is a member of Leadership Atlanta, Class of 2009. Mr. Wolchock holds a Degree in Criminology from University of Florida.
As Orrick’s Chief Client Officer, Catherine helps to ensure that the firm is a steward of our clients’ businesses. Catherine supports Orrick’s commitment to each clients cause by listening to their views and concerns. responding to their needs, and articulating a shared understanding of priorities.
Among other responsibilities, Catherine meets with clients to solicit their feedback and works with the firm’s client relationship partners and teams to help deliver value added services. She also coordinates the firms strategic partnerships with thought leadership and community organizations, also designed to add value for our clients and enhance the firm’s social impact.
Previously, Catherine held senior client relations roles at DLA Piper and at JAMS, the country’s largest private provider of mediation and arbitration services.
Catherine serves on the boards of various organizations including: Silicon Valley Directors’ Exchange, Law Foundation of Silicon Valley, Bay Area Cancer Connections, and Legal Services Sales Organization. In January of 2015, the Secretary of Health and Human Services appointed her to the Board of the National Foundation for Fitness, Sports and Nutrition for a six-year term.
In 2008, Catherine served on Hillary Clinton’s National Finance Committee, and, beginning in 2011. she served on Barack Obama’s National Finance Committee as the National Coordinating Co-Chair of Lawyers for Obama. Currently, she is a Community Liaison for Kamala Harris for Senate.
Catherine was recognized as a 2014 Woman of Influence by the and a 2015 Woman of Achievement by Legal Momentum. In January of 2015 she was inducted into the International Women’s Forum and invited to be an American Leadership Forum Fellow for 2015-2016.