Amanda Loesch is a business development and marketing professional with 19 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. In her current role, Amanda is the Marketing Manager for Mintz Levin, an AmLaw 100 firm in New York, NY, where she is responsible for creating and implementing marketing and business development strategies in the New York market. Prior to joining Mintz, Amanda held in-house roles at Faegre Baker Daniels in Minneapolis, where she lead a team of business development professionals, and as Director of Marketing for Mitchell Williams, a regional firm based in Little Rock, Arkansas, where she was 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 is the co-chair of LMA’s Small Firm / Solo marketer SIG, and has held board positions with LMASE and the former Minnesota LMA Chapter.
Anne Malloy Tucker
Anne Malloy Tucker specializes in strategy development and implementation within professional services firms and has decades of experience in building and leading teams in complex organizations. She has led industry/sector initiatives, implemented client feedback programs, driven brand and positioning efforts and overseen multiple practice and lateral group integrations.
Anne joined Hunton & Williams in 2013 as Chief Marketing Officer, having previously served as Goodwin Procter’s CMO for 12 years. She leads a cross-functional team that includes business development, marketing technology, marketing communications, public relations and research/competitive intelligence.
In addition, Anne spent many years in a variety of roles at KPMG, the global accounting and consulting firm. Positions held there included roles in communications, events management and marketing. She was a Regional Director of Marketing and Communications and, later, the National Director of Field Marketing, where she oversaw the US marketing operations across the country.
Anne began her career at Chereton & Associates, a former Boston-based publicity agency representing theatre productions, restaurants, authors and entrepreneurs. She has been active in LMA throughout her legal marketing career. She lives in Boston and Washington, DC.
Andrea WoodAndrea Wood is the Chief Business Development Officer for the Minneapolis-based firm, Lindquist & Vennum. She is an experienced marketer, client services and business development professional responsible for directing business development strategy firm-wide, leading the marketing and business development team and executing the firm’s strategy via practice groups, client teams and individual attorneys. Andrea has seventeen years of legal marketing experience with various sized firms which allows her to bring the practical experience necessary to understand the roles all marketing team members face and how to best use resources outside the marketing department to move firm initiatives forward. She is particularly focused on prioritized, strategic programs developed to enhance client relationships and profitability within the firm.
Arielle Lapiano is a seasoned communications professional, leader, writer, and speaker, with an extensive track-record of crafting and executing creative and strategic communications and branding initiatives for global organizations. She’s a strategic storyteller, with a history of helping executives and leaders in various industries share compelling stories.
Arielle currently leads the global Public Relations and Communications teams at leading global law firm Paul Hastings. As Director of Communications and Public Relations at Paul Hastings she oversees brand-building communications and activities for the firm’s 21 offices around the globe.
Arielle is a former financial journalist who writes about industry trends and helps to produce and conduct interviews for videos. She has a Masters in International Affairs from Columbia University and a B.A. from Vassar College.
Brent is the Manager of Peer Monitor, the legal industry's digital benchmarking program. He examines how law firm leaders can leverage Peer Monitor to increase firm profitability through key metrics of law firm financial and operational performance.
In addition to helping firms effectuate positive change through competitive comparisons, Brent has participated as a speaker and featured panelist at many leading industry events across the United States, Canada, United Kingdom, and Australia.
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.
Brooke has more than 17 years’ experience helping leading global law firms think big and execute flawlessly. Having led teams across disciplines that include strategic planning, brand management and creative services, competitive intelligence, key client programs, client feedback, marketing technology, budget, business development training, and practice management, she uses that deep experience to translate the business principles behind complex legal issues into measurable initiatives that have an acute focus on results.
With a firm belief that the most successful campaigns resonate both internally and externally, Brooke leverages her passion for collaboration to create solid partnerships with the firm’s key stakeholders to ensure success. Her focus is always finding the right balance of smart strategy, meaningful research, compelling creative and impeccable implementation – all while having fun along the way.
Camille is Vice President of Client Services for Lawyers Mutual where she manages the Company’s marketing, business development, communications and risk management efforts. Camille is a frequent author, speaker and consultant on the topics of ethics and professionalism, risk management, practice management, marketing and business development and law firm trends of the future. She has law firm experience as a paralegal and as a recruiting and marketing professional for law firms ranging from 40 attorneys to 2,000 attorneys. She is a past Chair of the Legal Marketing Association Raleigh City Group. Camille currently serves as a member of the NC Bar Association’s Transitioning Lawyers Commission, a Commission whose purpose is to provide support to lawyers as they wind down their active career in the law.
Catherine O. Dicke
Catherine O. Dicke, Business Development and Marketing Manager at Sidley Austin LLP, focuses on supporting several of Sidley’s largest litigation practices. Catherine works with key partners across various offices worldwide to develop and execute clear strategies and business plans that result in new business for the firm. Catherine has been a critical member of the experience management team since its inception—helping define profile values and components, testing and providing invaluable feedback, and advocating for its use among her peers. She also brings that unique blend of creativity and practicality to how she leverages technology as she works with her lawyers. Catherine joined Sidley in 2012 and brought with her eight years of paralegal experience.
Catherine Alman MacDonagh
Catherine is a former corporate counsel and law firm executive who 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 offers consulting services and the first process improvement and project management certifications, courses, and consulting services specifically designed for the legal profession.
She is an adjunct professor at Suffolk Law School and at George Washington University (Master’s in Law Firm Management), 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, two terms as President of the New England Chapter, and in many other volunteer
Catherine A. Sanderson
Catherine A. Sanderson is the Manwell Family Professor of Life Sciences (Psychology) at Amherst College. She received a bachelor's degree in psychology, with a specialization in Health and Development, from Stanford University, and received both masters and doctoral degrees in psychology from Princeton University. Professor Sanderson's research examines how personality and social variables influence health-related behaviors such as safer sex and disordered eating, the development of persuasive messages and interventions to prevent unhealthy behavior, and the predictors of relationship satisfaction. This research has received grant funding from the National Science Foundation and the National Institute of Health. Professor Sanderson has published over 25 journal articles and book chapters in addition to four college textbooks, a high school health textbook, and a popular press book on parenting. In 2012, she was named one of the country's top 300 professors by the Princeton Review. Professor Sanderson speaks regularly for public and corporate audiences on topics such as the science of happiness, emotional intelligence, the mind-body connection, and the psychology of good and evil.
Chantal Sheaffer is the Director of Marketing and Business Development at Robinson Bradshaw in Charlotte, North Carolina. She recently rebranded the firm and launched a new website, and since then has been working to ensure that everyone – from attorneys to receptionists – are reinforcing the brand. Prior to joining Robinson Bradshaw, Chantal worked at a public relations and marketing firm for 15 years. Among other things, she worked on branding campaigns for entities ranging from towns and residential communities to nonprofits and pizza chains. Chantal does not believe in creativity for creativity’s sake – to be successful, she advocates that marketing initiatives must have an authentic voice and be founded on strategy. Chantal graduated from the University of North Carolina at Chapel Hill with a degree in journalism and mass communication.
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.
Cynthia Holbrook co-leads Winston & Strawn’s BD Department. She is jointly responsible for the firm’s global marketing, communications, and practice/business development functions; co-leads thel BD team for the firm’s 450+-attorney Litigation Department; and manages the performance of the firm’s Corporate, Real Estate, and Tax BD team. She reports directly to the firm’s managing partner and serves as a member of the firm’s senior executive leadership team and lateral partner integration team. She has worked on a number of large lateral partner acquisitions—from onboarding through integration, including one whole firm combination between O’Melveny and O’Sullivan (100+ attorneys). Recent lateral groups she has helped to integrate into Winston include 70+ Dewey lawyers; 45+ Fish, Locke Lord, K&L, Greenberg Traurig, and Norton Rose lawyers (including Dallas office launch); 20+ Pillsbury lawyers (including Dubai office launch); and 20+ lawyers from Chadbourne.
Ms. Holbrook previously served as Director of BD for Kroll, Inc.’s Western U.S. Business Intelligence/Investigations and Financial Advisory Services practices, and as Director of Marketing for O’Melveny & Myers LLP, where she oversaw the marketing and BD team and directed and implemented global BD strategies. Ms. Holbrook started her career as a commercial litigator.
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.
David Kaufman is the Director of Global Strategies at Nixon Peabody LLP. In this role, he manages and helps develop strategy for the firm’s International Practice, international offices, and relationships with law firms around the world. He has a long history of doing business in China and has worked with NP’s robust China Practice since its creation. Outside the United States, NP has offices in Hong Kong, Shanghai, Beijing, Singapore, and London. During his tenure, David has served in a variety of business development positions at the firm, including supervising the regional marketing function and supporting an array of practice groups/industries.
With a philosophy that puts collaborative client relationships at the heart of every engagement, David Pfalzgraf serves as managing partner as well as head of our business law practice group. He works primarily with private business enterprises, ranging from closely-held family businesses to multi-national corporations.
David’s experience includes assisting clients with all business needs to pave the way to future success, including business formation, restructurings, mergers and acquisitions, financing and investment matters, development matters, labor and employment issues, commercial transactions, and commercial litigation. His commitment to a people-first approach extends far beyond his practice, as evidenced by his impact in our community through a number of leadership roles.
During law school, Mr. Pfalzgraf was Editor-In-Chief of the Buffalo Law Review. After earning his undergraduate degree from Miami University of Ohio, he served as an officer in the United States Navy.
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.
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.
An educator by trade, Elena Cutri is a lifelong learner at heart. She is fascinated by the power of learning and how it is harnessed to improve our lives. As Director of Education Services for LexisNexis, she enjoys partnering with clients to guide their change management efforts through learning. Elena holds both a Master of Arts degree in Corporate Communications and a Master in Business Administration degree in Management. She is also an Adjunct Faculty member teaching Public Speaking courses at a Chicagoland college. When not working, she spends time with her active family, leads a Girl Scout troop and teaches classes for adults with special needs.
Lizzy Duffy leads Acritas’ North American business, delivering market and client research to law firm CMOs and leadership enabling them to make strategic decisions with greater confidence. Lizzy is a diligent analyst and a natural communicator, skilled in translating data to action. She regularly presents research findings to leadership and marketing teams, and contributes to publications such as Law360 and The American Lawyer on legal market trends.
In 2011, Lizzy established Acritas’ New York office and now works with 30 firms each year through Acritas’ Sharplegal program. She is an engaging and intelligent speaker, sensitive to the pressures on CMOs and passionate about data based decision making. She is an active supporter of LMA and was honored to serve on the 2017 Annual Conference Advisory Committee.
Elizabeth Petit is Managing Editor and Director of Research & Development for Best Lawyers, a position she has held since 2012. Although Petit considered studying law after graduating from college, and even worked briefly in the legal industry in Houston, her home town, she eventually returned to art history. Petit received a Bachelor of Arts in Art History and Classical Studies from Tulane University before receiving her Masters of Art in Art History and Non-Profit Management from the University of South Carolina.
It was as an art historian and as a project manager that Petit joined Woodward/White, Inc., the parent company of Best Lawyers, in 2010 to oversee the final research for Van Gogh: The Life, the biography of the great Dutch artist written by Steven Naifeh and Gregory White Smith, founders of Best Lawyers and Pulitzer Prize-winning authors of Jackson Pollock: An American Saga. She also serves as an Adjunct Faculty member at the University of South Carolina, where she continues to teach art history to this day. When Petit completed her work on the Van Gogh biography, she became Director of Research & Development for Best Lawyers. In that capacity, she has drawn on her extraordinary gifts in research and management to oversee the ongoing research that is the core of Best Lawyers and to serve as its Managing Editor. She oversees the Editorial Department, which has largest staff in the company, including both the U.S. and international listings for Best Lawyers and the listings for Best Law Firms.
Gavin Gray is the Regional Operating Office for North America at Baker McKenzie. He is a member of the firm’s global management team and is responsible for driving North America operations to deliver exceptional service, quality and efficiency. Gavin’s background includes leadership positions in business and technology management in the legal industry for nearly 20 years, most recently servicing as the CIO at Perkins Coie prior to re-joining Baker McKenzie in his current role. Gavin is based in New York City.
Holly Barocio is a Principal Consultant with GrowthPlay. Prior to joining GrowthPlay, Holly was the head of a marketing and client services department of a mid-size, full service law firm based in Chicago. She was responsible for the strategic planning and execution of the firm’s business development, marketing and public relations efforts. In addition, she was an active member of the firm’s Marketing Committee, Diversity & Inclusion Committee, Women’s Network, Hiring Committee and Green Committee.
Throughout the past decade, Holly has held various leadership positions in the legal industry. She is a board member of the Legal and Professional Services Council, public member of the External Communications Committee of Illinois Legal Aid Online and serves on the Legal Marketing Association’s Diversity and Inclusion Task Force. She is the former vice chair of various NALP work groups and former board president of the Chicago Association of Legal Personnel Administrators. She is also board president of Rampage Women’s Hockey. Holly has presented at several national conferences, including the NALP Annual Education Conference and Legal Marketing Association’s Annual Conference. She also served on the Legal Marketing Association’s Your Honor Awards International Judging Panel in 2016 and 2017.
Holly graduated from the University of Michigan. She is an avid ice hockey player and fan, home improvement DIYer and Chicago foodie.
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.
Over the span of two decades, CEO Advisors, an internationally-recognized, high-level strategic communications corporation headquartered in New York City and San Diego, founded by Jan Strode, has provided advisory services to more than 1,000 clients. During that time, CEO Advisors has established an enviable track record representing and advising clients including Fortune 500 companies, law firms, public and private boards of directors, entrepreneurs, venture capitalists, academic institutions, foundations and high-profile public figures.
A former Fortune 500 corporate executive, Jan Strode founded CEO Advisors with a mission to advise client organizations on strategies and tactics to prosper in the face of the relentless 24/7 news cycle and the emerging new media realities. She understands the complexities of the Internet, social media, fake news and the attendant dynamics that can instantly establish or destroy business and personal reputations, market capitalization, product viability, competitive positioning and long-term credibility.
Having provided strategic counsel for some of the world’s largest corporations as well as scores of prominent individuals on both routine and urgent, adverse, high-profile intensely public events, CEO Advisors has a proven track record of exemplary service under the most demanding circumstances. As a result, many companies and organizations have retained CEO Advisors to assist them in managing their public presence under the best and worst of circumstances.
Seasoned legal marketer, product of the LMA P3 movement and now director of strategic initiatives at an 80-lawyer firm in Columbus, Jeff Dennis has spoken to state and local bar associations, private companies, marketing organizations, law schools and other industry groups on legal marketing and business development topics, including: relationship building, content marketing, firm leadership, client development, digital strategy, social media, pricing, process management, and personal brand building. With more than ten years of in-house law firm experience, including time spent in a traditional marketing role and now in a new role focusing on project management and innovation, Jeff brings a uniquely informed perspective to his presentations. He previously served as president of LMA Ohio, as a member of the LMA Midwest Regional Governing Board, and on the international LMA board as chair of the Chapter Presidents Council.
A storyteller by passion and writer by trade, Jennifer brings creativity to Hogan Lovells – one of the world’s top global legal brands. With a career spanning nearly two decades, her experience covers all of the key disciplines in the marketing communications function: PR, internal, digital, integrated, crisis, and corporate. Jennifer is driven by results and has proven how to make messages resonate across all of today’s platforms.
Her communications management experience began at PBS and Special Olympics. There, she learned the critical elements of raising a company’s profile, how to design a memorable campaign, and the importance of connecting the dots between organizational strategy and marketing tactics. Now, Jennifer’s focused on developing integrated marcom plans, creating global engagement programs, and growing brand ambassadors one at a time.
Jennifer is a Principal at The BTI Consulting Group, a research consultancy helping law firms and professional services organizations build bigger and longer-lasting relationships with their clients.
BTI conducts more independent research on how clients acquire, manage, and evaluate their professional services providers than virtually anyone. Jennifer draws on this research and her 15 years of experience to develop high-impact client feedback programs, train professionals in business development, and deliver strategic consulting to organizations looking to improve performance and drive growth.
Her clients include:
- Law firms ranging from 10 to more than 5,000 attorneys
- Big 4 accounting firms
- Major management consultancies
- Fortune 1000 organizations
Jennifer is a frequent presenter and author on market trends, how to identify and create opportunities in the market, and tactics to implement organizational best practices in client relationship development.
In addition to helping her clients perform better in the marketplace, Jennifer also spends her time raising 2 mostly well-behaved children, 3 sometimes well-behaved dogs, and 1 never well-behaved cat.
Jennifer Simpson Carr
Jennifer Simpson Carr is highly regarded in developing, executing and measuring the results of successful integrated business development and marketing communications programs with an emphasis on content and digital. With 10 years of experience working in law firms across the US, she has worked extensively to help firms and attorneys engage target audiences and win new business in competitive markets.
Jennifer received her BA in Communication Studies from East Stroudsburg University, a Graduate Certificate of Marketing from The University of Texas at Dallas, and earned a Mini-MBA in Digital Marketing from Rutgers Business School.
Jim Cranston is a principal and co-founder of LawVision Group. He is widely recognized as a leading authority on sales and business development in the legal industry. His partnering approach with clients has helped hundreds of professionals successfully secure new business and grow firm revenues. Prior to LawVision, Jim served as a Managing Director with Hildebrandt International, one of the world’s leading law firm consultancy organizations.
Mr. Cranston was previously the head of business development and a member of the senior leadership team of a Global 100 law firm where he implemented the firm’s client team growth strategy.
Jim understands his clients. Jim’s background includes fourteen years selling consulting services on the west coast. Over twenty-five years ago, Jim was one of the first recognized business development executives among the Big Eight where he served as regional sales manager at Price Waterhouse. Four years later, he was recruited to grow the consulting practice at Arthur Andersen as the Director of Business Development. During his seven-year tenure at Andersen, Jim received the prestigious “Sales Excellence Award” on four occasions and later received the firms “Top Producer” award.
Jim Durham is the Chief Marketing Officer at Clark Hill, where he not only over sees the firm’s global marketing operations, but also leads client teams, conducts client interviews and provides training in a variety of marketing and business development skills. After practicing law for ten years, Jim worked with hundreds of law firms as a consultant developing sales, marketing and management strategies designed to change the way lawyers and clients work together. He has also worked with several in-house legal departments, and served as the Chief Marketing and Business Development Officer for three AmLaw100 firms. He is the author of The Essential Little Book of Great Lawyering and The Essential Little Book of Service Excellence. He was elected to the LMA Hall of Fame in 2010.
Jonathan R. Fitzgarrald
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.
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.
Julie is Ward and Smith's Director of Attorney Recruiting and Professional Development. She drives attorney recruitment efforts in support of the Firm's current strategic initiatives and business goals with an emphasis on the successful transition of clients, referral relationships, and practice experience from one generation to the next. Additionally, Julie is responsible for expanding the Firm's professional development learning programs and diversity efforts. She is a founding member and former president of the Triangle Association of Legal Recruitment Administrators (TALRA), a city group of law firm recruitment professionals and law school professionals based in the Raleigh-Durham area. Julie currently serves as Chair of the NC Bar Association’s Transitioning Lawyers Commission, a Commission whose purpose is to provide support to lawyers as they wind down their active career in the law.
Julie has worked on branding companies for the past 20 years, on both the agency, and client side. While with an agency, she was an Account Planner, researching both demographic and psychographic profiles of the client’s target audiences. Eventually, transitioning to the client side, as the Director of Marketing for a state-wide physical therapy company, leading an entire re-branding of the company post divestiture. The last four years, Julie has been the Director of Marketing for Rupp Baase Pfalzgraf Cunningham LLC, a mid-size law firm in Buffalo, NY. She was hired to tell the story of this unique firm, which prior to her joining had never been shared outside of the firm.
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.
Kara Margolis has spent more than 15 years in business development for a variety of professional services firms, including law firms and financial services organizations. As a Senior Business Development Manager for Shearman & Sterling, she supports attorneys across a variety of corporate practice areas including M&A, private equity, corporate governance, IP, and data privacy to help attorneys define and follow through on strategic objectives to grow their practices. She graduated from Cornell University with a degree in Applied Economics & Management with a concentration in marketing.
Kelly Malloy is a Business Development Manager supporting the Technology, Media & Telecommunications group at Shearman & Sterling. She is responsible for working with partners and other business development team members to identify and capitalize on business opportunities, drive strategic client planning, and implementing global strategies within the TMT industry. Prior to her industry-specific role, Kelly supported the Capital Markets, Compensation, Governance & ERISA, and Latin America practice groups at Shearman.
She has 15+ years of experience in legal marketing and business development, having previously worked at three other international law firms.
As a former general counsel and chief executive officer, Kent counsels the leaders of Am Law 100, 200, Global 100 and leading specialty firms on the challenges and opportunities they face, in an increasingly competitive industry, as a result of the globalization, consolidation, specialization, and segmentation of the market for legal services.
He specializes in strategic growth planning (at the firm-wide, practice, industry sector, and office levels), law firm mergers and other combinations (particularly as a vehicle to accelerate the achievement of a firm’s strategic plan), and client service interviews (to identify, develop, and strengthen key client relationships). As part of this work, he routinely conducts one-on-one, in-person interviews with chief legal officers, managing directors and business unit heads of Fortune 500 and global companies.
He is a contributor to The National Law Journal and regularly appears as a legal analyst on national television, including on CNN’s HLN, Fox News Channel, FOX Business News Channel, and The Wall Street Journal’s WSJ Live.
He also appears in a diverse range of print and online media outlets including The Wall Street Journal, Bloomberg Businessweek, Bloomberg BNA, CNBC.com, The American Lawyer Magazine, Am Law Daily, Law360 and Reuters.
He is a sought-after speaker at law firm retreats and in law firm leadership meetings.
Kevin Guidry is the Practice Manager of Davis Wright Tremaine's Commercial Litigation and Corporate/M&A practice groups. His team helps those groups operate more effectively and efficiently by providing a range of strategic, analytical, operational, and sales services to the practice group leadership and to key "economic engines" in the groups. Kevin is a licensed attorney and worked in marketing and sales in the wine industry before working in legal.
Most of my career has been devoted to legal marketing and business development. I have served as the chief marketing and business development officer with regional and national law firms as well as regional positions at Coopers & Lybrand (prior to and following its merger with Price Waterhouse) and Deloitte. From 2002-2013 I served as Chief Marketing Officer at Perkins Coie, an international law firm based in Seattle, Washington. I have been an active member of the Legal Marketing Association (LMA) since 1987, serving as National President in 1992. I was inducted into the LMA “Hall of Fame” in 2012, and was inducted into the College of Law Practice Management in 2015.
A 1985 graduate of the Northwestern School of Law at Lewis & Clark College in Portland, Oregon, I have been a member of the Oregon Bar since 1986.
Mostly, however, I am a teacher.
After completing a Master of Arts degree in rhetorical theory from the University of Iowa, and prior to attending law school, I served eight years as a community college communications and theater instructor and administrator. The experience was foundational to my understanding of communications training and helped me better teach communication skills to lawyers.
Kim Oakley is the Business Development & Marketing Manager at Foster Pepper, a mid-sized law firm in Seattle, Washington. She works closely with attorneys on individual and firm initiatives that acquire new business, strengthen existing client relationships and build the firm’s profile in the market. In her role, Kim works in conjunction with attorneys on responding to proposal opportunities, developing marketing collateral and online content, producing the firm’s marquee events, and various professional development strategies. She also helps oversee Foster Pepper’s website, social media marketing and digital content development.
Prior to joining Foster Pepper, Kim was a Business Development Coordinator at K&L Gates and spent two years at a Public Relations firm.
She currently serves as Vice Chair of LMA Northwest and will be the Chair in 2018. Kim is the co-chair of LMANext Seattle, a program designed to provide the next generation of legal marketing professionals with original content, tailored programming and networking opportunities.
As Chief Marketing Officer, Kim Perret leads Jones Walker's strategic marketing and client development efforts. She is a member of the firm's executive management team and responsible for directing Jones Walker's overall business development, client service, marketing communications, and marketing technology initiatives.
Prior to joining Jones Walker, Kim served as Director of Marketing and Business Development at Hunton & Williams in Washington, D.C. Before her tenure at Hunton & Williams, she was the Chief Marketing Officer at Sutherland Asbill & Brennan.
With more than 25 years of law firm experience, Kim is active in the legal marketing industry. She was a two-term president of the Legal Marketing Association's ("LMA") Capital Chapter in Washington, D.C. In November 2012, she was inducted in the LMA Capital Chapter Hall of Fame. Ms. Perret was elected as the 2006 President of the international Legal Marketing Association, a 3000+ member organization of professionals working in the law firm industry. She was honored as the sole inductee to the 2013 LMA Hall of Fame.
Additionally, Kim is an associate member of the ABA and a member of the Law Firm Management Section. She is a long time member of the Zeughauser CMO Leadership Roundtable. Kim is also involved in a number of community groups including The Pro Bono Project, an organization of lawyers, law firm leaders, educators, and consultants providing free legal services to the poor in New Orleans. She also serves on the Advisory Board of the McKay Academic Center at The Dunham School.
Lacey Ford is the Vice President of Marketing and Small Law Sales for the software division of LexisNexis responsible for demand generation across the portfolio. She is a seasoned strategic marketing executive with over 20 years of experience driving revenue growth for businesses with complex sales cycles. Lacey has held executive positions in a variety of industries including advertising agencies, telecommunications, aerospace and software companies. Prior to joining LexisNexis, Lacey served as the CEO of Wheelhouse Advisors, a strategic marketing firm that assists companies with business development, customer engagement and growth strategies, brand awareness initiatives and organizational design. Lacey earned her BBA in Marketing from Texas A&M University and her MBA in Marketing Management from the University of Texas in San Antonio.
Laura is Ward & Smith’s Director of Marketing and Business Development. She oversees the Firm's strategic marketing, communications, and business development efforts. She has more than 18 years of legal marketing experience. She has served on several industry boards, most notably on the international board of the Legal Marketing Association ("LMA"), where she co-chaired the association's Governance Task Force and Governance Committees. She is also the founder of the LMA's Raleigh City Group. Laura has a Yellow Belt certification in Legal Lean Sigma® and Project Management from the Legal Lean Sigma Institute.
Lindsey Bombardier is the National Director of Business Development for the Corporate Commercial Group at Borden Ladner Gervais LLP, Canada’s largest law firm. Lindsey is responsible for business development, marketing and client relationship strategies.
Lindsey is the creator and Chair of LMANext, a program designed to provide the next generation of legal marketing professionals with original content, tailored programming and networking opportunities. She was the recipient of the 2016 LMA Toronto Chapter Rising Star Award and the 2017 LMA International Rising Star Award.
As director of marketing for one of Columbus' largest corporate law firms, Lindsey Dilsaver is responsible for all marketing functions of the firm, including advertising, planning, strategy, media relations, budgeting, creative direction, CRM administration, event management, internal communications, and much more.
Lizzy Duffy leads Acritas’ North American business, delivering market and client research to law firm CMOs and leadership enabling them to make strategic decisions with greater confidence. Lizzy is a diligent analyst and a natural communicator, skilled in translating data to action. She regularly presents research findings to leadership and marketing teams, and contributes to publications such as Law360 and The American Lawyer on legal market trends.
In 2011, Lizzy established Acritas’ New York office and now works with 30 firms each year through Acritas’ Sharplegal program. She is an engaging and intelligent speaker, sensitive to the pressures on CMOs and passionate about data based decision making. She is an active supporter of LMA and was honored to serve on the 2017 Annual Conference Advisory Committee.
Madhav Srinivasan is the Chief Financial Officer at Hunton & Williams LLP, and leads the global finance and pricing organizations. He has extensive experience in legal finance and management, combined with a deep background in corporate finance, financial consulting, capital markets and international business. Madhav is an adjunct faculty at Columbia Law School in New York and University of Texas at Austin School of Law. He has been a guest lecturer at the Wharton School of Business, Fordham Law and UPenn Law Schools. He has published articles in leading journals and is a frequent speaker at major conferences.
Maggie T. Watkins
Maggie T. Watkins is the chief marketing officer at Sedgwick, where she leads the firm’s international marketing and business development initiatives. With more than 25 years of professional services marketing expertise, Watkins is highly regarded as a law firm marketing thought leader whose strategic and innovative approaches garner exceptional results.
Watkins joined Sedgwick after consulting with professional services companies throughout the U.S. in the areas of marketing, business development, management, training and coaching. She has also served as CMO for three AmLaw 200 law firms and a global publicly traded consulting firm, president and CEO of an international law firm association, and has worked at the executive level at several accounting firms.
Watkins is a recognized leader in professional services marketing, having served as the past chair of the international Legal Marketing Association (LMA), and the national Association of Accounting Marketing (AAM). She is a regular speaker at industry conferences and seminars. She is also very active in the communities in which she works, having served on over 30 not-for-profit boards, including Susan G. Komen, Alzheimer’s Association, (chapter chair), Girl Scouts of the USA, International Bipolar Foundation and LEAD San Diego, to name a few.
Marcie Borgal Shunk
A lifelong passion for research. An insatiable curiosity. Over 20 years advising law firms. Addicted to results. Puzzle-solver. People-motivator. Fast thinker. Vision-maker. Marcie Borgal Shunk is President & Founder of The Tilt Institute, specializing in helping clients make better, more informed decisions based on insights, intelligence and intuition. Marcie helps law firm clients position themselves ahead of changing markets. She is a recognized leader in competitive intelligence, client relationship dynamics and the business of law.
Marcie is an outspoken proponent of change and shares her unique perspectives as a regular contributor to such recognized publications as The American Lawyer, Legal Intelligencer and Marketing the Law Firm (for which she serves on the Board of Editors).
Marcie is a graduate of Harvard University (Go Crimson!). She served on the Legal Marketing Association’s International Board of Directors in 2014-2015 and has certifications in Human Synergistics’ Organizational Culture Effectiveness and Legal Lean Sigma’s Project Management White Belt.
Prior to founding The Tilt Institute in 2016, Marcie has spent over two decades researching trends in the legal market and helping law firm clients with client development and strategy formulation both as a Principal with The BTI Consulting Group and as a Senior Consultant with LawVision.
Mark T. Greene, Ph.D.
As a consultant, Mark pioneered professional service firms’ use of market research, process improvement, and competitive intelligence to make smart business decisions. As a CMO/Marketing Director he was instrumental in shaping strategic direction and branding for O’Melveny & Meyers, Nixon Peabody, Waller, and Lewis Roca Rothgerber Christie. One of the first recipients of the Legal Marketing Association’s lifetime achievement award, Mark’s many other honors include:
- Trustee and President-Elect of the College of Law Practice Management
- Included on inaugural list of the National Law Journal's "Business of Law Trailblazers & Pioneers"
- Advisory Board of “Attorney at Work”
- 2014 winner of Nashville Business Journal’s “CMOs of the Year” award
- GE-trained Six Sigma Black Belt and Champion
- Distinguished Graduate Alumni of the University of North Carolina (Go Heels!)
- Master Level Competitive Intelligence Professional (Academy of Competitive Intelligence)
- Adjunct professor and lecturer at several universities
Mark is a frequent speaker and writer on competitive intelligence, market research, artificial intelligence, branding, and business strategy. Outside the business world, he is active on behalf of environmental organizations, a Master SCUBA Diver, avid cyclist, Boy Scout leader, and proud father of two Eagle Scouts.
Mark Usellis is Chief Strategy Officer at Davis Wright Tremaine. He has worked with law firms for 15 years, including as head of business development for Perkins Coie, as CMO for Davis Wright and as a consultant. Prior to that Mark spent 15 years in public affairs, working in the U.S. Congress, in the telecommunications industry, and as a consultant.
Mary M. Tomaro
Matt Thompson is Vice President of Product Marketing for Foundation Software Group, whose flagship offering is Foundation Experience Management.
Law firm marketing, IT, and knowledge management professionals look to Matt for thought leadership on how to leverage technology to enable best practice business development initiatives. With 20 years serving the legal industry, 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 is a Six Sigma green belt and is also certified in Pragmatic Marketing. He earned his Bachelor of Science degree in electrical engineering from the University of Massachusetts Lowell.
Megan Showerman is a client development director at WilmerHale. For over a decade, she has worked with lawyers to identify, develop and implement targeted business development and marketing plans that strengthen client and prospective relationships. Megan works with more than 200 lawyers in IP and IP litigation at WilmerHale to identify new business opportunities, define business strategies that increase client relationships and external visibility, and create targeted proposal and collateral. Additionally, Megan is responsible for the implementation and execution of firm’s experience management initiative. Megan received a Bachelor of Arts in Political Science from the University of California San Diego and her Masters in Business Administration from the University of San Francisco.
Meghan is a senior marketing coordinator for Pacific Northwest-based regional law firm Miller Nash Graham & Dunn LLP. She is responsible for strategic marketing and communications initiatives, including brand execution, event management, the firm’s social media program, and graphic design for proposals, advertisements, and other collateral.
Over the past ten years, Meghan has facilitated numerous sessions on branding and social media, with an emphasis on non-profit and legal industries.
She currently serves as the Chair of LMA Northwest and co-chair of LMANext Seattle, a program designed to provide the next generation of legal marketing professionals with original content, tailored programming, and networking opportunities.
Melissa Ertek is the Chief Development Officer of Winston & Strawn. Working directly with the firm chairman, she leads strategic partner hiring, lateral integration, client team program, and other strategic projects that are focused on growing and developing the firm globally. Throughout her career, Melissa has worked with firm chairs and managing partners of law firms on strategic initiatives, including mergers, acquisitions, office openings, restructurings, leadership transitions, and lateral acquisitions in the US, Europe, and Asia. She has also established and led client team programs to increase market share, to integrate offices and laterals across the world, to assist with succession planning, and to shift the culture of organizations. Prior to working in the legal industry, Melissa worked in the real estate and advertising industries. She received her MBA in Marketing and International Business from Loyola Marymount University in Los Angeles.
Merry Neitlich is the managing partner of EM Consulting, a leader in law firm marketing and business development solutions. With over 25 years of experience, Merry provides clients with tools to grow relationships and successfully identify, court and convert targets into clients. She consults with law firms wishing to forge closer relationships with clients through legal operations. Merry has extensive experience coaching attorneys in business development to successfully grow their practice. She has interviewed hundreds of in-house counsels across the country for law firm clients in order to enhance relationships and client satisfaction. Merry offers training programs in business development, legal operations, client retention and satisfaction programs, and in creating captivating presentations including TED Talks. Merry was inducted into the LMA Hall of Fame in 2017 and is a member of the College of Law Practice Management.
Michael Blachly is the Director of Marketing & Business Development for Gray Reed & McGraw, a full-service, Texas based law firm with over 140 attorneys. Michael brings more than 18 years of experience in corporate marketing, business development and corporate communications primarily centered on driving business in the professional services sector.
Michael provides Gray Reed strategic direction on the firm’s business development and marketing initiatives and leads a team responsible for business development, marketing technology, research, process improvement, branding, creative production, public relations and events.
He currently serves as President of the Legal Marketing Association’s Southwest Region and has held numerous leadership positions within LMA. Michael graduated from Texas A&M University with a Bachelor of Science in journalism and from the SMU Cox School of Business’s Graduate Marketing Certificate Program.
Michelle Friends is the Marketing and Business Development Director for the Denver based law firm, Fairfield and Woods, P.C. Michelle has been in legal marketing for more than six years, and has experience in small and large firms. She 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 also 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. She 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. Currently Michelle is a student in the Master of Science in Legal Administration program at the University of Denver Sturm College of Law.
Michael J. White
With more than 30 years' experience as a lawyer, manager of multiple business services companies, and management consultant, Mike is an expert in the field of law firm growth. Mike spends most of his time with firms and practice groups in two primary areas, i) client experience innovation & differentiation, and ii) strategic planning for growth. In addition to Mike's work in these core areas, Mike spends the balance of his time on business development skills training/planning/coaching, law firm succession planning, lateral partner integration, and partner compensation restructuring. Mike was a practicing attorney for seven years prior to founding and operating two enterprise software companies. He owned and managed ClientQuest Consulting, LLC for 10 years serving law firms before he joined Edger International. He holds an AB in History from Duke University and a JD from Emory University School of Law.
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.
Nancy Furman Paul is the Commercial Director for Bloomberg Law Business Solutions at Bloomberg BNA. In her role, she oversees business development products and strategy on Bloomberg Law, including all news and company and markets intelligence. She works closely with clients to understand their business development needs and advances BI-related sales and marketing strategies for 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.
This is Nancy’s third year presenting at the LMA Annual Conference. She is a member of the LMA Capital Chapter and is certified in Pragmatic Marketing.
Paul Darwish has served as the Chief Business Development Officer & Director of Marketing at Graydon for nearly five years, and played an instrumental role in the firm’s recent office move, in addition to directing the creation of a new brand and website for the 146-year-old law firm at the time of the move. Prior to his work at Graydon, Paul started three different companies, one of which was recognized by the Greater Cincinnati Chamber of Commerce as the Emerging Entrepreneur of the Year in 1996. He also served as President of Closson’s, one of Cincinnati’s most iconic and upscale brands in the art, design and home furnishings industry. Paul began his career 30 years ago at Procter & Gamble, where he managed a $40 million promotional budget for one of its largest brands (Crest). A Cincinnati native, he earned a BA from Xavier University in English and International Affairs, and an MBA, with honors, from Harvard Business School, with a concentration in business ethics. He has taught entrepreneurship in Xavier’s MBA program and served as a mentor, advisor, and consultant to dozens of start-up companies and small businesses.
For more than fifteen years Paul Webb 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. Paul has also served on panels and authored articles in industry publications focused on legal marketing issues. He was also recently a member of the National Advisory Committee that oversaw the Legal Marketing Association’s Annual Conferences that focused on Best Practices for Legal Marketing Organization and Delivery.
Before joining Richards Layton & Finger, Paul held various senior law firm marketing roles including: as Senior Vice President of Marketing and Business Development at JaffePR; as CMO for the law firm of Kleinberg Kaplan; as Director of Marketing at Young Conaway Stargatt & Taylor, LLP, as Firm Director of Communication at Morgan Lewis & Bockius, LLP; as Director of Business Development at Proskauer Rose, LLP; and as Marketing Director at the former Brown & Wood LLP. Prior to working in the legal industry, Paul held marketing positions at both HBO and CBS
In addition to his background in legal marketing, Paul 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.
Paul 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.
Paul LeGette Williamson
A graduate of the University of South Carolina with a degree in broadcast journalism, Paula has legal marketing experience working for both a large national firm and a small local firm. She currently manages McNair’s public relations efforts and supports the diverse marketing initiatives across its statewide locations; some of which include content management, social media, video blogs, and media relations.
Paula has also worked as a video producer and was a photojournalist for the Columbia, SC-based NBC affiliate WIS News 10. She also served as the 2017 Legal Marketing Association of the Southeast’s (LMASE) 2017 Columbia Committee Chair.
Gina F. Rubel, Esq.
Gina F. Rubel is the founder and CEO of Furia Rubel Communications, one of the nation's leading legal marketing, public relations and digital agencies. A legal marketing expert, attorney and author, Gina teaches audiences nationwide how to implement ethical, integrated and measurable differentiation strategies that result in client retention and acquisition.
Gina’s legal background complements her unparalleled intuition as a client advocate and business diplomat. She and her team focus on the clients’ unique selling proposition, brand, key messages and target audiences. As a result, the agency has developed and executed award-winning programs with outstanding ROIs.
While actively practicing law, Gina served on a Supreme Court of Pennsylvania Disciplinary Board Hearing CommiFullerttee for six years. She conducted legal ethics reviews of other attorneys. Often asked why, as a lawyer, she pursued a career in communications, she says, "The answer is simple. In marketing and public relations, we communicate a message to a target audience to achieve a desired response or outcome. This is like the practice of law except I can be more proactive and creative."
A graduate of Drexel University and Widener University School of Law, Gina resides in Doylestown, Pennsylvania, with her husband, children, rabbits, chickens and dogs.
Gina F. Rubel
Founder and CEO
Furia Rubel Communications, Inc.
215.340.0480 (o); 215.704.6090 (c)
2 Hidden Lane, Doylestown, PA 18901
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.
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.
For more than 25 years, Sally Schmidt has offered marketing and business development services to law firms. 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 law firm marketing director and was the first President of LMA. In 2007, she was inducted into the inaugural class of the LMA’s Hall of Fame, and given a lifetime achievement award. 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 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.
Samara Abrams is a Business Development Manager at Shearman & Sterling LLP. She oversees the firm's Industrials coverage effort, advising the Industrials Industry Leaders and Relationship Partners how to define and implement business development strategy for the industry. She also heads up the firm's client feedback program in the Americas, conducting client feedback interviews and helping partners deepen their client relationships. She is a recovering attorney and has spent the entirety of her career at Shearman, as an associate as well as in several positions within the Business Development group.
Silvia is a co-founding Principal of LawVision Group. She is a recognized leader in law firm business development strategy and assists firms with strategic business development, key client retention and growth strategies, client service strategies, and leadership and organizational culture. She is currently leading the first legal industry research project on law firm culture in partnership with Human Synergistics, the leading global authority on leadership and culture assessments.
Prior to LVG, Silvia was a Managing Director at Hildebrandt International and chaired the firm’s Client Development and Growth Practice. She is an Adjunct Faculty member at George Washington University where she teaches in the Masters in Law Firm Management program. Silvia is the co-author of The Woman Lawyer’s Rainmaking Game, published by West, and co-author of Rainmaking Advantage, due out in late 2017. She is a co-founder and active board member of the Legal Sales and Service Organization. In 2001 she was elected President of the Legal Marketing Association, and is an elected Fellow of the College of Law Practice Management.
Stefanie Marrone helps law firms effectively tell their stories and find their unique voices. With more than 15 years of experience in professional services marketing, Stefanie currently leads the business development, marketing and communications functions for full-service, mid-size law firm Tarter Krinsky & Drogin LLP.
Previously, Stefanie worked at five of the most prominent law firms in the world, developing and executing global revenue generating, business development, internal and external communications strategies, including media relations, branding and multi-channel content marketing and thought leadership campaigns. She has particular experience in helping companies effectively utilize social media platforms such as LinkedIn, Twitter, Facebook and YouTube for business development, revenue generation and visibility.
Stefanie holds a master of science in strategic communications from Columbia University and a bachelor’s degree in history and art history from New York University. She is a frequent speaker on a wide range of content marketing and social media topics for the Legal Marketing Association, Thomson Reuters, GroPro2020, the Association of Legal Administrators and Fordham University School of Law, among others. Stefanie is an active volunteer with the Legal Marketing Association (LMA) and served on the board of the New York Chapter from 2015 to 2016 and is currently serving a two-year term as secretary of the LMA's Northeast region.
Steve Balcomb is a senior legal administration executive with over 25 years' experience providing leadership in all facets of legal administration, operations and business planning. He is currently Sr. Director and Head of Legal Operations for Qualcomm where much of his time is spent managing the company's relationships with outside counsel. Prior to his current in-house role, Steve oversaw the west coast operations for Goodwin Procter and held several senior positions at Heller Ehrman including firm wide Chief Administrative Officer, Interim Chief Marketing Officer and Project Director for Heller's acquisition of Venture Law Group. In addition,
Steve Boutwell is the firm's Chief Operating Officer. Steve is responsible for a wide range of strategic and tactical aspects of the firm's business functions. He provides counsel and support to firm management, and to the leadership of the firm's service departments. Steve works closely with the firm's CFO and service team leaders to develop and implement forward-thinking approaches to talent allocation and development, information technology and knowledge management, staff and attorney training, professional development and continuing legal education, office facilities and records management, marketing and business development, legal pricing and project management, process mapping and process improvement, practice group management, firm governance, research and competitive intelligence, trial logistics and support, diversity and inclusion, and pro bono and community relations.
Steve Hughes is the President of Hit Your Stride, LLC, a communications consultancy that helps people look and sound smart when they talk. He is the author of Captivate and he has been featured on NPR, CBS, BBC Radio, and in The Wall Street Journal and Businessweek. Steve is also the proud creator of “International Be Kind To Lawyers Day” which is celebrated annually on the 2nd Tuesday in April. Today he works with blue-chip clients including AmLaw 100 firms, national associations, and leading universities. Prior to consulting full-time, Steve spent 12 years in advertising and public relations—most recently he was the co-owner of an award-winning 50-person ad agency in St. Louis. He holds a BA in French Literature and European History from the University of Kansas and an MBA in Marketing from Washington University in St. Louis where he won the prestigious Olin Cup.
Sue-Ella Prodonovich has been advising lawyers and law firms on business development, client feedback and experience management for 20+ years. Before establishing her business, Prodonovich Advisory, her career with professional service firms included senior roles with Arthur Andersen, Baker & McKenzie and Crowe Horwath. She is a member of the teaching faculty of The College of Law, the Financial Management Review Centre (FMRC), and the Law Institite of Victoria. In 2010 Sue-Ella was inducted into the Asia-Pacific Professional Services Marketing Association’s ‘Hall of Fame’ for services to the sector and The Australian Legal Practice Management Association awarded her ‘Speaker of the Year’ in 2014. Her qualifications include an MBA, Bachelor of Commerce (Law & Marketing),Vice Chancellors’ list student, and a Bachelor of Science. Sue-Ella is an accredited trainer for professional sales and presentation training and an Associate of the Net Promoter Score. Sue-Ella has been attending LMA’s annual conferences since 2005. She is based in Sydney, Australia and regularly travels to the US.
Susan Saltonstall Duncan
Susan Saltonstall Duncan has been working with and consulting to law firms since 1980. Her in-house roles have included lawyer recruiting, being one of the first directors of professional development in 1982, among the first six in-house marketing directors in 1984 and chief strategy and development officer in 2011. Susan began her management and business development consulting practice in 1987. Her recent focus on succession planning and management has evolved over the last decade from interactions with managing partners, practice group leaders, senior partners, designated future successors and clients -- all of whom struggle with how to talk about the topic of retirement and implement strategies that protect important client revenue and relationships and incentivize and accomplish smooth transitions. Susan has been a frequent speaker and author of articles for numerous national and regional organizations and write a blog entitled InFocus – Insights on Legal Practice, Leadership and Talent. A founder of LMA, Susan is a Hall of Fame member and a Fellow in the College of Law Practice Management.
Terry Pepper Gavulic
At TerraLex, a global network of more than 150 law firms, Terri manages the association’s business operations and is responsible for strategic planning, innovation, and staff management, as well as member and client development. Previously, she was Director of Legal Support at Fisher & Phillips LLP, a labor and employment law firm in the US, where she had oversight for the staffing and operations of the firm’s 33 offices, and led programs in legal project management, client and customer service, firm growth issues, training and coaching, and operations. Before that she was a Vice President with management consultancy Hildebrandt, and led that company’s client assessment team and assisted firms and entities in the legal industry on initiatives ranging from organizational development, strategic planning, operations, governance, marketing, and more. Terri is a Fellow in the College of Law Practice Management and serves on that organization’s Board of Trustees. She was the founding president of the Southeastern Chapter of LMA.
As someone who is more likely to set trends than to follow them, Terry is the rare mix of business strategist and artist. A multiple LMA Your Honor Award recipient and one of LawDragon’s “100 Legal Consultants You Need to Know,” Terry has been the creative force behind a number of high-profile national campaigns that have pushed the envelope in professional services marketing. He incorporates a variety of multimedia – from video to digital design to photography – to provide clients with cutting-edge tactics that break them out of the legal marketing mold and get them the visibility and branding they need to be successful in today’s competitive marketplace. A former CMO of an AmLaw 100 firm, he has a unique understanding of law firm strategy and the creative vision to provide campaigns that generate results.
Terry often draws inspiration from outside the legal industry to formulate innovative approaches to law firm marketing and PR. As one of the owners of Jaffe, he works closely with our client teams across the agency to provide input on new strategic and creative tactics and techniques that distinguish our clients from others in the industry.
Tom has been practicing law in North Carolina since 2004. As the managing partner of NC Planning, the estate and business planning department of Adams Howell, Tom has developed an innovative approach to the legal profession that focuses on maximizing the benefit of the attorney-client relationship. Tom is also the owner of The Law Practice Exchange, serving as a confidential law practice broker between attorneys looking to exit their practice and attorneys looking to expand their practice. The Law Practice Exchange provides broker and transition services that preserve the client and professional goodwill of the practice, allow a value based exchange between the selling and buying attorneys. Tom is a frequent speaker and author on the topic of succession planning and buying / selling law practices. Tom currently serves as a member of the NC Bar Association’s Transitioning Lawyers Commission, a Commission whose purpose is to provide support to lawyers as they wind down their active career in the law.
Tracy LaLonde is the Managing Partner of Xaphes, LLC. Tracy has been interested in public speaking as a specific skill since she was 12 years old and has been engaged in professional public speaking in a variety of contexts for 25 years. She has worked in professional development in the high-tech and legal industries, and for ten of those years, she taught lawyers how to sell as a business development consultant.
Tracy started Xaphes in an effort to combine her passion for and experience in public speaking with her priority values of joy, excellence and authenticity. Given society’s heavy reliance on electronic communication, verbal communication has greatly decreased, and public speaking, in some ways, is becoming a lost art. Tracy wants to help lawyers rise above the rest and harness their authentic confidence on their journey to becoming phenomenal
Originally from Chicago, Illinois, Tracy has lived in Southeast Florida since 2011 when she realized that year-round color brings her more joy. She is an avid exerciser, budding golfer, habitual fiction reader, part-time foodie and amateur mixologist. She tries to infuse joy, excellence and authenticity into her every day and realizes that it is much more of a journey than a destination.
Trish Lilley is chief marketing officer of Fox Rothschild LLP, an AmLaw 100 firm with 850 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.
Valerie Jackson is the Senior Advisor to the Management Committee and Firmwide Director of Diversity and Inclusion at K&L Gates. Valerie leads culture change efforts across her firm’s 45 offices globally while developing client partnerships and focusing on revenue growth. During Valerie’s tenure, K&L Gates has been recognized as a “Top Ten Family Friendly Firm” by Yale Law Women; the “Outstanding Law Firm for Furthering Women’s Advancement” by Chambers USA; a “Best Place to Work for LGBT Equality” by the Human Rights Campaign; and a “Top 50 Employer for LGBT Equality” by Stonewall UK. The firm also has received client awards for our diversity efforts.
Valerie has served on the Board of NALP, the association for legal career professionals, and co-founded The Seneca, a nonprofit women’s leadership organization at Harvard University. Prior to joining K&L Gates, Valerie led diversity efforts at another firm, served as Assistant Director of International Affairs at the Public Company Accounting Oversight Board, and practiced corporate law with King & Spalding. A classically trained former pianist, Valerie has lived in six countries and can cause trouble in eight languages. She received her A.B., cum laude, from Harvard University and her J.D. from Georgetown University Law Center.