Adam Severson is the chief marketing and business development officer at Baker Donelson in Nashville, Tennessee. He is responsible for the strategic direction and execution of the Firm's business development and marketing initiatives, and collaborates with the Firm's lawyers and professional staff to maintain a client focus, increase marketplace awareness and facilitate cross-office and cross-practice collaboration. Mr. Severson is very active in the International Legal Marketing Association and is the 2015 president for the LMA. He also served three years on the LMA International Board of Directors. He has received several industry awards including recognition as the #1 Business Development & Marketing team by Marketing the Law Firm and as CMO of the Year by the Nashville Business Journal. He speaks internationally on law firm strategy, marketing and business development, technology and competitive intelligence. He was recently inducted as a Fellow into the College of Law Practice Management. Prior to joining Baker Donelson, he held similar roles at two AMLAW 100 firms
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).
Alina has more than 20 years of diverse U.S. and international experience building and leading creative service-oriented marketing and business development teams, developing and executing global strategic plans, managing law firm mergers and acquisitions--from identifying prospects to due diligence, negotiations and integration-- and designing targeted and innovative brand campaigns and marketing programs. As one of the first legal industry chief strategy officers, Alina is considered to be a tactical thought leader skilled in identifying opportunities for significant ROI through new products and services, focused client outreach campaigns, and strategies linked to metrics-driven branding, business development, social media, digital marketing, public relations, and community engagement efforts.
Working globally, she has managed large-scare projects, complex client engagements, and facilitated more than 200 corporate and law firm strategy retreats, public policy conferences, and business development events in the United States, Azerbaijan, Belgium, Cyprus, Georgia, Germany, Greece, Kazakhstan, Russia, Spain, South Korea, Turkey, Ukraine, and the United Kingdom.
Prior to joining Wiley Rein, Alina was the Chief Strategy Officer for McKenna Long & Aldridge, where she led all merger and acquisition efforts, lateral growth strategy, marketing, business development, public relations, social media, client service and strategic efforts. Alina started her career in the legal industry as a business development director for Baker & McKenzie over 15 years ago; and has also worked in a senior business development/marketing position in Washington, DC for Pillsbury Winthrop.
PROFESSIONAL & CIVIC AFFILIATIONS
- Contributor, Harvard University Urban Policy Advisory Group: Groundbreaking forum hosted by Harvard Kennedy School in which 30 chiefs of staff to mayors of America’s largest and most creative cities and urban counties come together twice a year to (primarily) answer critical questions related to leveraging technology, pragmatic policy issues, citizen engagement and use of business intelligence tools.
- Cofounded (with Governor Howard Dean and Mayor Stephen Goldsmith), The Council of Project Finance Advisors: Council consisting of current and former governors and mayors, and private and non-profit sector representatives, working together to create a center of excellence to promote public-private partnerships.
- Cofounded (with four McKenna Long partners), Advising Women Executives: Networking forum of 400+ women executives from top government contracting companies, nonprofit organizations and government agencies.
- Board Member, CEOs for Cities: Civic innovation lab and network of urban leaders and change agents dedicated to building, advancing and sustaining the next generation of great American cities. Member cities include Atlanta, Baltimore, Boston, Chicago, Cincinnati, Cleveland, Columbus, Dayton, Detroit, Grand Rapids, Houston, Indianapolis, Louisville, Memphis, Miami, Oklahoma City, Philadelphia, Pittsburgh, San Francisco and Tampa.
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.
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.
Andrew Laver is a Business Development Manager for McCarter & English, LLP. A firm of over 400 lawyers in nine offices, McCarter is among the oldest and largest law firms in the United States and is the oldest and largest law firm based in the State of New Jersey. Andrew is responsible for the marketing and business development efforts of the firm’s Philadelphia, PA and Wilmington, DE offices as well as the Insurance Coverage and Bankruptcy & Restructuring Practice Groups.
Active in LMA, Andrew was the President of the Metropolitan Philadelphia Chapter in 2014, joined the LMA’s Governance Committee in 2015, served as Co-Chair of the 2nd Annual Philadelphia Conference in 2016, served on the 2017 LMA Annual Conference Advisory Committee and is currently serving as a Co-Chair of the LMA Governance Committee.
Andrew is a graduate of Syracuse University and was president of the Syracuse University Philadelphia Alumni Club from 2007-2010. Since then, he has served on the board of the Syracuse University National Alumni Association, Inc. in various committee, ex officio and board roles. He is currently serving a second two-year term as Vice President of the Alumni Association and, as a member of the Executive Committee, chairs the Nominating Committee.
Andy Peterson is the co-founder of Design Build Legal, where he advises lawyers and legal operations professionals on designing technology, process, data analysis, and staffing initiatives that solve some of their most difficult legal and business challenges. DBL also works with law firm leaders to identify ways in which their firms can be doing better for their clients, innovating services to stand out from competitors, and winning new business.
Andy has spent the last nine years throwing himself into designing better engagement between law firms and in-house teams — more transparent, more collaborative, and more efficient — where decision-making is driven by data as much as by gut feeling.
Prior to starting DBL, Andy and his co-founder, Kate White, were founding members of Davis Wright Tremaine’s innovation effort, DWT De Novo, helping shape the investment and marketing strategy that led to the firm’s recognition as ILTA’s Innovative Law Firm of the Year two years in a row.
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.
Anne Heathcock joined Winston & Strawn LLP 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 heads the global business development team responsible for the firm’s intellectual property, energy, labor and employment, environmental, and EBEC practices and regularly participates in lateral integration activities related to onboarding those groups. She also oversees the marketing communications and marketing technology teams, including the public relations, website, digital media, business intelligence, InterAction, and graphic design functions. She is a member of Winston’s Diversity and Inclusion Committee.
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.
Benjamin Harris is director of communications at the global law firm Akin Gump Strauss Hauer & Feld LLP, where he oversees the firm’s external and internal communications initiatives. In this role, he guides the strategy and execution of communications and media relations efforts designed to raise and maintain the visibility of the firm and its lawyers before key audiences. He also advises on the communications facets of matters that carry reputational risk.
Mr. Harris has 16 years of experience in the legal industry, including more than a decade serving in a senior communications role at an Am Law 100 law firm. Prior to joining Akin Gump in 2011, he served as communications manager for Venable LLP in Washington, D.C., and has also served in marketing roles at regional law firms in Maryland and Ohio.
Mr. Harris served for four years on the board of the Legal Marketing Association’s Capital Chapter and is an active member of the Washington, D.C. chapter of Law Firm Media Professionals. He also served for three years as chair of the Public Relations Committee of the Leukemia & Lymphoma Society’s Leukemia Ball, one of Washington, D.C.’s largest non-political black tie events.
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 the Founder and Global Co-Leader of the Cognitive Legal business at IBM and inventor of the IBM Outside Counsel Insights solution. As a former practicing financial services attorney, Brian is responsible for defining and growing the Cognitive Legal brand worldwide. Brian is also responsible for defining the intersection of legal artificial intelligence and blockchain for law for IBM. In 2017, Brian became a pioneering member of the Global Legal Blockchain Consortium and the MIT Legal Forum for AI & Blockchain.
Brian speaks frequently at legal industry events in North America, Europe and Asia. He has lead over 137 workshops with legal clients to help define where cognitive capabilities intersect with clients’ practice and business needs. Brian has advised law companies, firms, and governments.
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.
Cari Brunelle is co-founder of Baretz+Brunelle, a national strategic communications firm, specializing in law firms, and has been in legal PR for the past 17 years. She’s been named PR News’ “Crisis Manager of the Year” and one of its “Top Women in PR”, as well as one of Lawdragon’s “100 Legal Consultants You Need to Know.” She has helped shape the brands of dozens of law firms, lawyers and prominent individuals and is a go-to source for managing partners and CMOs seeking strategies to achieve their firms’ PR and business development goals. She has media trained law firm management and corporate CEOs and served as the spokesperson for several high-profile matters such as those involving astronaut Lisa Nowak, John and Patsy Ramsey, Howard K. Stern and Muhammad Ali. Cari began her career in broadcast news and produced two documentaries for PBS, one of which was nominated for an Emmy.
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 – is 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.
Christine M. Till
Chris Till is the Director of Global Communications at O’Melveny & Myers LLP and held similar positions at Howrey LLP and Venable LLP (2001-2016). Her career as a media professional spans many years - as an on-camera reporter for an ABC Midwest affiliate, a Spanish language television producer for The Discovery Channel, a press secretary to the Democratic leadership in the US Senate and, later, the US House of Representatives, and as a communications consultant to private industry. She has been a frequent lecturer for the US State Department on the topic of the American media and politics and, prior to joining Howrey, she was the Corporate Communications Director for ICI Americas for many years.
A graduate of the Georgetown University School of Foreign Service, Chris holds language certificates from the University of Geneva and the University of Madrid and served for more than three decades as an adjunct professor at Georgetown teaching political and business communications.
With a dynamic background leading complex client development and marketing initiatives for AmLaw 40 global law firms, including Cravath, Ropes & Gray, Cooley and McDermott, Chris Newman brings 14+ years of experience transforming firms’ brands and generating millions of dollars in revenue through hyper client growth initiatives. Chris is currently the Director of Practice & Industry Business Development at McDermott. In this capacity, he oversees the firm’s 27-person practice and industry business development team focused on lead generation, revenue growth, storytelling, cross-selling and the client experience. Chris brings a significant amount of experience managing cross-office teams, building operational infrastructures, overseeing million dollar budgets and delivering lucrative results in fast-paced work environments.
Cindy Larson is the Publisher of Super Lawyers Magazines nationwide and an inventor of the Super Lawyers patented selection process. Her responsibilities include oversight of editorial and the Super Lawyers print distribution strategy and negotiations. She was part of the team that sheparded the national and now international expansion of the Super Lawyers list and brand. Prior to assuming the role of publisher, Cindy was the Director of Research for Super Lawyers and was responsible for selecting those named to the Super Lawyers lists. She has a J.D. From the University of Minnesota Law School and practiced commercial litigation in Minneapolis before entering the world of legal publishing.
Clinton Gary leads the firm’s business development and marketing teams, overseeing efforts across Burr & Forman’s geographic footprint as the Chief Strategy and Business Development Officer. He has 25 years of experience in professional services marketing and strategy with industry-leading accounting, consulting and law firms.
Clinton implements strategies to drive top line growth, a collaborative culture, and client value, as well as creating a compelling brand and campaigns. Before joining Burr, he helped his previous firm secure its 2013 designation on The National Law Journal’s Midsize “Hot List” and secure its first ranking in the American Lawyers’ 2016 list of the “Top 200 Largest Law Firms in the United States.” In addition, during his time at Kilpatrick Townsend, his team received a top 10 ranking for Best Law Firm Marketing in 2010 by ALM’s Marketing the Law Firm publication. Clinton is a frequent speaker and contributor on legal marketing and business development topics and has served in leadership positions in the Legal Marketing Association (LMA).
Clinton earned his bachelor’s degree from the University of Alabama.
Connor Kinnear is a marketer with over 15 years of experience in both B2C and B2B marketing, working at blue chip companies such as IBM and Diageo and more recently with several tech startups. Connor has worked and consulted with some of the biggest banks in the world such as Barclays, Wells Fargo, Chase and Capital One, helping them to drive deeper engagement with their customers through social media. Connor is now CMO at Passle, the Expert-to-Expert Marketing platform that helps busy experts establish themselves as the “go-to” experts in their field.
He now works with Passle clients such as Deloitte, PwC and some of the biggest law firms in the world, to help the marketing teams, get even the busiest experts in their firms creating regular insight articles and to get these insights in front of their key clients and prospects.
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.
Deborah Farone has distinguished herself as the CMO of two of the country’s most prestigious law firms, Debevoise & Plimpton and Cravath, Swaine & Moore. While at Cravath, she created a business intelligence unit to help generate revenue opportunities through predictive analytics, and assist partners for presentations, but also spent a large part of everyday working with individual lawyers on their own business development plans. On the communications side, Deborah oversaw crisis communications, as well as strategic public relations, the Firm’s website and all marketing communications.
Deborah joined Debevoise from Towers Watson, where she coordinated national press relations and marketing efforts. Prior to joining Towers, she worked at Ketchum Communications, where she handled public relations accounts for clients including publicly-held and private companies in the financial, professional services and consumer product sectors. Deborah has served on the faculty of New York University and has taught courses, including “Effective Marketing and Public Relations for Professional Service Companies.”
Deborah is currently working on a book to be published in 2018, “Best Practices: Marketing and Business Development for Law Firms.” Farone Advisors LLC assists professional service companies in the management of the marketing function and in helping to coach partners and practices in business development.
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.
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.
Elisabeth Hershman is a seasoned communications professional who is also an attorney. She manages media relations and strategic communications for her clients in industries as varied as law, finance, pharma and tech. Her background spans corporate positioning and brand development, litigation and crisis communications, and capitalizing on the current zeitgeist. She has worked extensively with global law firms. As iQ 360 Vice President, she manages the New York outpost of a national communications firm headquartered in Honolulu. She received a J.D. from Quinnipiac University School of Law, cum laude, and a B.A. in French Literature from Tufts University. Prior to law school she worked at Edelman in New York.
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.
For over 17 years, regional, national and global law firms have drawn from my focused and intelligent strategic plans to accomplish their public relations objective. I have vast amounts of experience in crisis communications. Ability to adapt and perform under pressure! I have lent my public relations and legal marketing acumen to some of the country’s most profitable law firms and their business clients in a variety of practice areas, helping each to expand their client base and increase their public profiles in target markets.
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.
Eric is an experienced digital marketing solution partner for law firms and beyond. Having worked around clicks, traffic patterns, and digital content information for ten-plus years, he brings a wealth of knowledge and creative thinking around collecting the right information to make meaningful marketing decisions. Eric is a noted speaker in the Legal Marketing Association regional outlets, bringing expertise on activities that make professional services organizations understand the “voice of the client”. As a big supporter of the LMA community, Eric has served on many boards and conference planning committees.
Erin Corbin Meszaros
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.
Erin West draws on more than 18 years of experience to manage media and public relations programs around the world for Dechert LLP, a “Global 20” law firm recognized by Law 360 for three consecutive years. Before joining Dechert in 2015, she was the Communications and Marketing Manager at Sterne, Kessler, Goldstein & Fox, a leading mid-sized intellectual property law firm in Washington, DC, where she led various marketing communications programs in addition to media and public relations initiatives.
Prior to entering legal marketing, Erin held positions with increasing responsibility at technology-focused communications and marketing services agencies in the Washington, DC and Boston, MA metro areas for nearly a decade. In these client service-focused roles, she developed and executed high-impact programs designed to help meet strategic business goals across industries including information technology, telecommunications, electronic commerce, biotechnology, and government contracting.
Ezgi Kaya, Corporate Counsel, Amazon. Ezgi Kaya is Corporate Counsel at Amazon in New York City where she serves as the primary lawyer advising the production, marketing, business development and product development teams on a range of content issues, including licensing, evaluating rights, conducting pre-publication review and advising on complex clearance matters, guild issues, and publicity and promotion. She also advises on business affairs and serves as lead counsel on strategic initiatives. Ezgi started her legal career as a corporate associate at Davis Polk & Wardwell and held in-house legal roles at Getty Images and most recently at ALM Media where she was Associate General Counsel.
Felice Wagner is the Executive Director and General Counsel of The Network of Trial Law Firms, Inc. She is an internationally recognized legal industry executive with a proven track record of building new businesses, launching unique products and groundbreaking initiatives, developing high-performing national teams, and driving client relationships and revenue growth. Felice is a member of the LMA International Hall of Fame, the Capital Chapter Hall of Fame and a Fellow in the College of Law Practice Management.
Gia N. Altreche
“I play matchmaker between our potential and existing client base and the attorneys who can serve them.”
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 our clients and the talented members of my firm the attention and service they deserve.
Focused on exceeding strategic firm goals and deepening client relationships, my team proactively creates a platform to show how we propel businesses forward. And we understand that can take many faces, all depending on the individual businesses’ need. Whether it’s sharing success stories that ‘walk our talk’ on how we can solve an issue or just spending time listening to what the needs are and delivering on it, we enjoy finding the best fit to every unique situation. 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!
- Regional Board Member, 2017, 2018-19 Legal Marketing Association West Region
- Treasurer, 2013 Board of Directors - Legal Marketing Association Southwest Chapter; Phoenix, AZ
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.
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
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.
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.
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.
Jacqueline Madarang is senior marketing technology manager at Bradley, an AmLaw 200 law firm with over 550 attorneys in nine offices. She is based in the firm’s Washington, DC office. She oversees and manages the firm’s marketing technology stack, including the implementation of new tools firm-wide to assist in marketing and business development.
She leads the firm’s marketing technology team, its efforts in business development technology, marketing technology and digital marketing. She works with attorneys and practice groups across the firm and focuses on developing digital, social and communications programs that further business development objectives. She helps attorneys understand technology, social media and content marketing, and how they can apply these to business development and get results.
Jacqueline is a pioneer in defining the role of a marketing technologist in law firms and is an active member of LMA and ILTA where she has served in different leadership roles. She is currently on LMA’s Educational Advisory Council (EAC) and serves as a Director for the Mid-Atlantic Regional Board.
James A. Cranston
James Grandage has close to 20 years professional services experience, working at a host of top-tier law firms in the UK and is now based in the Cayman Islands as the Global Marketing Technology Manager for the Maples group, a leading global provider of Legal, Fund, Fiduciary and Entity Formation Services.
James oversees the Marketing Technology function at Maples, which includes the strategic planning and growth of CRM, digital and social media as well as seeking and implementing new marketing technology solutions to improve the experience of clients, professionals and marketing.
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.
Jeffrey J. BerardiJeff 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 across five continents. One of the largest law firms in the world, K&L Gates has been recognized multiple times among the top 20 law firm brands in the Acritas Global Elite Brand Index, as well as within the top 10 firms in Acritas’ US Law Firm Brand Index for the past three consecutive years.
Jeff was personally acknowledged 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, 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 Marketing Leadership Council, and he is a past member of the Global Editorial Advisory board for Managing Partner Magazine.
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.
Jocelyn Gould leads the business development function for Baker McKenzie’s Litigation & Government Enforcement group in North America. Working with the management committee and collaborating across practice groups and industry groups, she leads a team regionally to provide strategic guidance based on data and research to drive revenue growth. Jocelyn primarily focuses on high-value service offerings, client development, and cross-practice initiatives. Prior to beginning her career in legal marketing, Jocelyn was a practicing attorney representing companies and individuals in a wide variety of complex litigation. She is based in Washington, DC.
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.
John Witts is Marketing Technology Manager for Fox Rothschild LLP, an AmLaw 100 firm. In his role, he manages development, maintenance and administration of the firm’s external website, blog network and other web properties, CRM and emarketing solutions, client-facing webinars, mobile applications and other resources. He oversees intersections of marketing and technology with a focus on internal efficiencies and integration of technology to support the business development function at the firm.
John currently serves as co-chair of the Legal Marketing Association’s Marketing Technology SIG, and has previously held roles in LMA’s Philadelphia Local Group as co-chair of the group’s CRM SIG and as a member of the group’s Website, Social Media & Video Committee.
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.
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 17th 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. He wrote for the Gannett and Newhouse newspapers, and as a reporter, 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 14 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 junior.
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.
Julie Vaccaro is the Director of Legal Project Management & Client Account Services at Benesch, and is responsible for developing, implementing, coordinating, and monitoring the Firm’s legal project management platforms and tools. Julie utilizes over seven years of experience in law firm management to advise and educate attorneys and clients on the pricing of the firm’s legal services to create strong client partnerships and improve the firm’s overall economics. She is also responsible for the administration of the Firm’s accounts receivable. By utilizing her legal knowledge and analytical skills, Julie works with both clients and Benesch attorneys to create innovative pricing solutions, resolve account-related issues efficiently, and provide exemplary customer service. She also participates in the firm’s Practice Group Leaders Committee. Prior to joining Benesch, Julie was a litigation attorney in the subrogation industry representing national and regional carriers.
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.
Ask, Karen Kahn EdD, PCC, psychologist and author of Daunting to DOable: You CAN Make It Rain “Tell me something I don’t know,” and you will receive a wealth of fascinating responses. She lives on the cutting edge of new ideas and is driven to find new ways to solve old problems. Powered by her knowledge as a psychologist, talent as a certified coach and respected Karen is considered to be the “go- to” person to make success happen for the individual lawyers, law firms and legal departments. She is a passionate advocate of the power of people helping each other, leading to a major focus on Actionable Collaboration where she teaches and facilitates collaboration strategies and skills within firms/organizations and across industry segments. People often refer to her as The Strategic Business Development coach due to her clear, pragmatic methodology that has led many lawyers to develop substantial books of business within 12-18 months when they, “work the system.”
Kate White is the Co-founder of Design Build Legal, a consulting firm working with law firms and legal departments to innovate legal services and design more valuable firm/client engagements. She works closely with law firm leaders to bring the voice of clients into their firms and design services that apply people, process, and technology in new ways to meet clients' evolving needs. Kate also works with legal operations teams inside corporate legal departments to design outside counsel management programs and identify opportunities to manage matters more efficiently. Before Design Build Legal, Kate served as the Client Engagement & Innovation Strategist at Davis Wright Tremaine, and was a founding member of the firm's legal solutions and innovation team, DWT De Novo. She holds a JD from Seattle University School of Law and is a student of design thinking. Kate also currently co-hosts the Legal Ops Rising podcast, a series featuring leaders in the legal operations profession.
Katherine M. Miletich
Katherine Miletich’s 30-year career has been dedicated to professional services marketing. She joined the legal marketing world with many years’ experience in marketing for consultants, accountants and even architects. As such, she has extensive working knowledge in the area of B2B marketing including: strategic and marketing planning, account management, business development, competitive intelligence, contact relationship management, events management and media relations.
Katherine’s current responsibilities including managing the 17-person marketing function of Vedder Price, a 300-lawyer firm with offices in 7 locations. Having recently completed projects on rebranding the firm and a new website rollout, she is currently driving initiatives on business development and experience management. Katherine is an active member of LMA and previously served on the Board of the Chicago Bar Foundation.
Kathleen C. Flores
As President of Armitage Consulting, Inc., Katie Flores is a strategic web advisor who partners with large professional services organizations and provides project management services. Katie has significant experience with electronic marketing implementation processes, and offers agency experience having served over six years as Senior Project Manager at Hubbard One (One North Interactive).
Since 2006, Katie has led the development processes internally at several Am Law 200 firms for website, intranet, extranet and custom application implementations. Clients include:
- DLA Piper
- Herrick, Feinstein LLP
- Kirkland & Ellis LLP
- Mayer Brown LLP
- Michael Best & Friedrich LLP
- Pillsbury Winthrop Shaw Pittman LLP
- Schiff Hardin LLP
- Seyfarth Shaw LLP
- Sullivan & Cromwell LLP
- Williams Montgomery & John Ltd.
- Winston & Strawn LLP
Prior to joining Hubbard One in 2000, Katie worked in various editorial, content development, and communications and marketing roles. She was Senior Editor at Bricker & Associates, Inc., an operations improvement consulting firm; and Director, Communications & Marketing at the Illinois Bankers Association. Katie was also a reporter for the London bureau of United Press International (UPI) news wire service. Katie is a graduate of Indiana University's School of Journalism.To contact Katie, please call 773.251.7855 or email firstname.lastname@example.org.
Keith N. Wewe is VP of Strategy and Solutions at Content Pilot, a marketing, technology and business development consultancy for law firms, and former president of the Legal Marketing Association. In his role at Content Pilot, he works side-by-side with marketing and business development teams to successfully implement their website, proposal center, branding strategy and identity solutions. Keith is a frequent speaker to lawyers, law firm, law students and marketing professionals on marketing automation and business leadership initiatives. You can following him on Twitter at @kwewe and Linked In at www.linkedin.com/in/keithwewe.
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.
Kent ZimmermannAs 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 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.
A lawyer by training, Kimberly Bero Rennick has worked in every facet of the legal industry – in-house for a large corporation where she retained all outside counsel; outside counsel as a practicing litigator at a large law firm; a sales executive and consultant to the AmLaw 100; a client-facing sales professional for one of the largest global law firms and now as the Chief Client Development and Marketing Officer for Shook, Hardy & Bacon where she oversees all facets of branding, communications, marketing, business development and client retention. Kimberly is a pioneer in the development and implementation of Predictive Analytics or “Moneyball” to predict and drive client engagement and retention. She holds a law degree from Notre Dame Law School and a Masters in Law Firm Management from George Washington University.
Kristen Albertson, Vice President, Global Ethics and Compliance Administration, joined Walmart’s Legal Department in 2010 after representing the company as outside counsel. She served on both the Employment and Class Action and Commercial Litigation teams prior to joining Global Ethics & Compliance in 2013.
In 2012, Kristen spent six months working at Walmart India’s headquarters as the Interim Director of Walmart India Ethics. She currently oversees all aspects of Walmart’s corporate ethics governance and ethics and compliance administration functions.
Prior to joining Walmart, Kristen specialized in employment counseling and litigation, including class action litigation. She also spent five years as in house labor and employment counsel at Tyson Foods, Inc. in Springdale, Arkansas. She began her legal career as an Assistant Attorney General for the Illinois Attorney General’s Office in Chicago, Illinois. She is active in the leadership of the American Bar Association’s section of Labor and Employment Law and frequently lectures at national conferences on employment litigati on and compliance.
Kristen is a native of Fayetteville, Arkansas, where she still lives with her husband and two children. She attended Hendrix College, where she earned her B.A. in English. She attended law school at DePaul University College of Law in Chicago, where she earned her Juris Doctor.
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. Kristen can be reached at email@example.com.
Kristy Werness heads the communications, marketing and business development functions for Irell & Manella LLP, an Am Law 200 law firm based in California. She has spent more than a decade providing PR and media relations counsel to law firms and lawyers. Prior to her current role, Kristy served as Irell’s communications and PR manager. Before going in-house, she was an outside PR consultant at an agency representing law firms and other professional services companies. Kristy is the 2018 chair of the LMA-Los Angeles Local Steering Committee.
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.
In her role as the Business Development Manager of Client Service at Latham & Watkins, Lindsay thinks about clients - all day, every day. She helps manage the firm’s client team program and client feedback program, and leads the BD Department’s client development and intelligence efforts, developing tools, resources and strategies to help partners and colleagues better understand the firm’s relationship with its clients. Lindsay also supports the firm’s Strategic Client Committee, which is a group of partners from various practices, offices and seniority levels, who are tasked with better understanding the firm’s clients and developing innovative ways to better serve them.
Lindsay has 17 years of experience in business development, account management, communications and design, and a decade of experience in legal marketing (and more if she counts the years she spent earning her JD). Lindsay is a member of LMA’s Northeast Board, acting as liaison to the Northeast Programming Regional Working Group, and has a passion for upskilling BD professionals to help them become trusted advisors to their partners and deliver value to their teams.
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.
Laura Mills is the Director of LC Mills Consulting, a legal directories consultancy that she established in May of 2017. Laura is the immediate past and longest-serving editor of the Chambers USA Guide, which she oversaw for six years. During her tenure, participation in the Guide grew by 30% thanks in part to her drive to improve transparency in the research process and desire to help firms improve their submissions. Laura’s consultancy carries on that legacy and focuses on providing firms with unique insight into their strategy and submission efforts, aiming to improve future participation in the directories process. She has worked with firms of all sizes, from two-partner boutiques to the AmLaw 10.
Laura is a dual US/UK citizen, originally from Buffalo, NY, who has called London home for over a decade. She is a graduate of the University of Pittsburgh and the School of Oriental and African Studies – University of London, from which she holds a BA and an MA, respectively, in Middle Eastern Studies.
Lisa Sachdev is an award-winning strategic public relations expert with more than 25 years of experience in legal and professional services marketing and communications. At Dentons, the world's largest law firm, she directs and leads the public relations initiatives for the more than 1100 lawyers and professionals and 21 offices in the United States region. Sachdev has extensive experience in crisis and litigation communications, and has worked in professional services, integrated marketing communications and public relations agency and non-profit environments.
Lynn Foley is a Co-Founder, CEO and Partner of fSquared Marketing.
She has 20 years of proven, hands on experience, starting in New York at JPMorgan Chase where she was a Vice President of Client Management and Sales before joining Price Waterhouse Coopers a decade later as a Director of Business Development. These combined experiences led her to the global law firm White & Case LLP as Practice Development Director for their Americas Finance practices with global responsibility for strategic planning for various sub-practices.
She relocated to Vancouver in 2010 to hold the newly created role of Director of Marketing and Client Development at Bull, Housser & Tupper LLP where she was responsible for strategic planning and marketing. There she led the development and implementation of a new strategic plan for the Firm in addition to the creation of a new brand identity, and gained valuable insight into the Canadian market.
Lynn is a member of the Board of Directors of the Legal Marketing Association, Vancouver Chapter and frequently presents on topics associated with legal marketing, business development and digital strategy. She regularly contributes to various legal publications and is a columnist for Slaw.ca. She holds a dual MBA in Finance and Media Communications Management from Fordham University in New York and earned her undergraduate degree in Marketing Management from Trinity College, Dublin, Ireland.
Lynn K. Oser
Lynn K. Oser consults in the field of Knowledge and Information Management, bringing over 25 years of experience to the table. Lynn focuses on strategy, data management, process improvement, and service excellence within and across administrative teams in law firms. In addition, Lynn provides direction and support in the areas of matter experience management, CRM, data quality management, information and knowledge management, and data governance. Lynn helps clients maximize their data assets by developing firm-wide taxonomies and devising governance policies that align with the needs of the organization. Always striving to get the right information to the right people at the right time, Lynn works with firms to uncover information needs, establish relevant, multi-purpose use cases, and deliver solutions that enable informed and efficient decision making. Lynn spent the first part of her career at WilmerHale as the Director of Information Resource Management.
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.
Maria Feeley is Vice President, General Counsel and Secretary of the University of Hartford, a private University with seven colleges offering over 100 degree programs, with students from 48 states, 63 countries, and a robust Division I Athletics program. She is responsible for all of the University’s legal matters, and oversight of the Office of General Counsel, Office of the University Secretary, Office of Title IX, and the University’s Compliance Program. She previously served as the Chief Legal Officer of Florida A&M University, one of the largest HBCUs in the country. She also chairs the Board of Trustees of Rosemont College, and is one of 24 elected members of the Law Council of Washington & Lee University School of Law.
Maria was a partner in the commercial litigation department of Pepper Hamilton LLP, where she chaired the firm’s Women’s Initiative, was vice chair of the Diversity Committee, and a member of the Hiring and Contributions Committees. While remaining a Pepper partner, she also served as a consultant for FGIS, a global risk management company former FBI Director Louis Freeh founded and Pepper acquired. While a FGIS consultant, she served as a senior legal consultant for the Deepwater Horizon Economic Claims Center in connection with the largest court-supervised settlement program in U.S. history following the BP oil spill.
In 2014, the Pennsylvania Governor appointed her to serve as one of seven commissioners of the State Ethics Commission, and she has received numerous other legal and professional appointments and awards. In 2016, Philly Biz honored her as a “Top Business Attorney.” Profiles in Diversity Journal included her among the 2012 honorees in its 10th Annual WomenWorthWatching® issue. The Legal Intelligencer and Pennsylvania Law Weekly named her one of Pennsylvania’s 25 Women of the Year in 2008.
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 Bilson is a senior executive with 18 years of experience in addressing the strategic technology, business development and marketing requirements of leading international legal and professional service firms. As VP of the Client Development Practice at Intapp, Mark recently led the launch of Intapp Experience, a solution that helps leading firms win more business through strategic differentiation, better insight into experience, and collaboration across practice and sector groups. As the former VP of the Integration Practice at Intapp, Mark worked with 100+ firms advising on how people, systems and processes can be brought together to enhance client services delivery. Prior to joining Intapp, Mark worked with leading CRM providers for professional services firms. Previously based in New York and Sydney, Mark is now based in London.
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 Hicks joined Goodwin in 2016 as the firm’s Director of Client Development. In this role, she is responsible for helping partners execute firm strategy by assisting in business development initiatives. This work includes enhancing and expanding relationships and service offerings for Goodwin’s existing clients, as well as developing and initiating new business opportunities.
Prior to joining the Goodwin team, Ms. Hicks was a Managing Director at Major, Lindsey & Africa, where she helped Fortune 500 and other large legal departments manage complex workloads with improved efficiency.
She is an active member of the Women in Law Empowerment Forum (WILEF) and has served as its Global Director of Administration for the past four years.
Ms. Hicks earned her J.D. and B.A. degrees from the University of Kentucky.
Mark Klein is General Counsel and is responsible for Burford’s global corporate legal initiatives.
Prior to joining Burford, Mr. Klein spent 13 years at UBS in a wide range of corporate roles, including Managing Director and General Counsel of its Infrastructure & Private Equity business, where he worked on all aspects of the business. Most recently, he was a General Counsel and Chief Compliance Officer at Marketfield Asset Management, a large US-registered investment adviser. Mr. Klein began his career at Weil, Gotshal & Manges LLP, where as an Associate in the corporate department he worked on public and private mergers and acquisitions, debt and equity capital markets and securities law, among other areas.
Mr. Klein is a graduate of New York University School of Law.
Mary M. Tomaro
Matt Parfitt is the President of Vuture, a professional service marketing automation technology. With 19 years of marketing communications experience, 10 of which are exclusively within Legal, Matt helps firms design and implement ongoing marcomms programs. Matt is a regular speaker to legal marketing teams and is an active member and speaker at LMA events. He is currently serving as Director for the LMA Northeast Regional Board.
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.
Michael R. Coston
Michael R. Coston is the Director of Business Development & Marketing at McKool Smith and oversees the firm's marketing, client development, public relations, and strategic communication initiatives. He has 18 years of experience leading business development and marketing efforts in the legal, corporate, and nonprofit sectors and specializes in executing litigation marketing and client development strategies for law firms.
As McKool Smith’s first Director of Business Development & Marketing, Michael has led the firm through several major ventures, including a rebranding, business development training program, two website redesigns, and a client feedback program, among many other initiatives. He is also a member of the firm’s Diversity Committee and led the charge in developing the firm’s Diversity Action Plan. Prior to joining McKool Smith, Michael developed and executed litigation business development strategies at both Dechert LLP and Chadbourne & Parke LLP. Before entering legal marketing as the Director of Marketing at the New York-based law firm of Forchelli Curto et. al. LLP, Michael directed public relations and corporate communications for Tweezerman Corp. He is a graduate of the University at Albany, where he received his master’s degree in Communication and bachelor's degrees in both English and African-American studies.
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.
Michelle Murray spent 14 years in institutional fixed income sales on a trading desk before changing paths to become the leader of Cahill Gordon & Reindel LLP’s marketing, business development and communications department. At Cahill, Michelle works closely with the firm’s executive leadership, management and practice groups to develop and execute strategic business and client-focused initiatives that advance the firm’s objectives.
Michelle’s directs all aspects of the firm’s branding and marketing strategy, alumni relations, communications and public relations, digital marketing and social media. She has developed and implemented strategic individual and practice-based business development plans, coaching the firm’s attorneys on how to differentiate themselves with their clients, which tools to use and how best to use them.
Michelle is currently the Chair-Elect of the LMA’s New York Local Steering Committee. She served as a Member of the Programming Committee from 2014-2017, chairing the committee from 2016-2017. She is a certified White Belt in Legal Lean Sigma and Project Management.
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
Nancy Furman Paul is the Director of Strategic Partnerships for Bloomberg Law. In her role, she is responsible for the development, negotiation and management of key Bloomberg Law partnerships to foster brand awareness, demand, client success and market leadership. She previously oversaw business development products and strategy on Bloomberg Law, including all news and company and markets intelligence.
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.
In her 15th year since creating Myrland Marketing & Social Media, Nancy Myrland is a Marketing, Business Development, Content, Social & Digital Media Speaker, Trainer & Advisor who helps lawyers, law firms, and legal marketers grow by integrating all marketing disciplines.
She is a frequent LinkedIn, Twitter, and Facebook for Business trainer, as well as a content marketing specialist. She helps lawyers and legal marketers understand how to make their marketing and business development efforts more relevant to their current and potential clients, and helps lead firms through their online digital strategy when dealing with high-stakes, visible cases.
As an early and constant adopter of social and digital technology, Nancy also helps firms with blogging, podcasting, video marketing, and livestreaming.
Nancy created The Lawyer's Marketing Academy in 2017 in response to the growing request for online training in marketing, business development, content, social and digital media.
Nancy entered legal marketing when she joined the law firm of Baker & Daniels, now known as Faegre Baker Daniels, as their Director of Marketing, where she managed the marketing and community affairs strategy for seven offices around the world.
As Managing Director, Neel leads Orrick’s global corporate development efforts for technology companies and drives new client opportunities through coordinated strategies across the sector. He frequently consults with technology companies on financing and business strategy and manages Orrick’s venture capital relationships.
Neel is a graduate of Suffolk University Law School (JD/MBA, International Business). He has served in senior strategy roles at some of the world’s leading law firms and Fortune 500 companies and has experience in strategic international growth, deal negotiation, and risk management.
Currently, Neel is the Co-Chair of the
Scuola Internazionale di San
Development Committee, a board member of the
Chaîne des Rôtisseurs Hillsborough Chapter
, and serves on the
Watermark SF HOA board as Secretary.
Neel lives in San Francisco with his wife, Margaret, their son,
Hayes and their two dogs, Hagrid and Chloe. In his free time, Neel
enjoys hiking, skiing, automobiles, travel, aviation and wine.
Patty Azimi is the Marketing Technology Manager at Akin Gump Strauss Hauer & Feld. She has nearly ten years of marketing technology experience within the professional services industry. She specializes in the execution and integration of systems that streamline the daily needs of the marketing and business development department. Patty oversees the firm’s email marketing platform, proposal generator tool, mobile event application program, content management system, content optimization strategy, CRM and ERM systems. She utilizes technology tools to increase the firm’s thought leadership visibility, awareness and ROI. Patty’s guidance and strategy for content optimization has resulted in successfully driving organic traffic to the firm’s website and achieving first page search results on Google. She stays informed of emerging technology trends through attending conferences, user groups, and webinars.
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.
Paul Pierson is the Managing Partner at Carbone Smolan Agency, the premier branding and design firm in the law firm space. For 15 years, Paul has helped set the pace for digital marketing and branding by bringing innovative user experiences, deep brand strategy, and world-class design to the top law, financial services, and professional services firms in the world.
Highlights include digital solutions and brand systems for clients such as Latham & Watkins, Cravath, Winston & Strawn, White & Case, Finnegan, and Kramer Levin. With deep experience providing differentiated digital design projects for law firms, ranging from platform integration to interactive media and website development, Paul strategically incorporates elements of art, engineering, science, and psychology into his work.
Carbone Smolan Agency also has deep experience with clients outside of law including major branding programs for Tapestry, The Louvre, Mandarin Oriental, Credit Suisse, and Boston Consulting Group.
Paul VanderMeer is the Chief Knowledge Officer for Bilzin Sumberg. Paul is responsible for strategic direction and integration of knowledge resources including knowledge management, competitive intelligence, CRM systems, content selection, content delivery platforms, resource usage monitoring, contract negotiations, and software training on legal resources.
Additionally, Paul leads the library team in support of the firm's knowledge management and business development initiatives with specialized software that leverages and repurposes the firm's existing internal knowledge. In 2016 Paul co-managed the development of the new website that resulted in Bilzin Sumberg's receipt of a first place 2017 LMASE Your Honor award for the new website from the Legal Marketing Association's Southeastern Chapter (LMASE). The Your Honor Awards are the only specialized awards program in the legal marketing industry and recognize creativity, execution, achievement and overall excellence in legal marketing.
Prior to Bilzin Sumberg, he managed the operations staff at the corporate library of a major software company in Redmond, Washington, and managed the libraries for 8 offices at a law firm based in Detroit, Michigan.
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.
Paula Hinton is a trial partner in Winston’s Houston office with more than 30 years of experience in a wide array of litigation matters across the country and in international forums. She has represented companies in courtrooms across the country, before administrative agencies and in international and domestics arbitrations to resolve a wide variety of disputes, including those concerning contracts and general business issues , business torts, environmental and toxic tort issues, trade secrets, class actions and more. She is recognized as a go-to lawyer in high stakes litigation and often enlisted by clients in bet-the-company litigation when matters are well underway and trial is imminent. She has been recognized as a top woman trial lawyer by both Texas Lawyer and Benchmark Litigation. In addition, Paula has served in numerous leadership capacities for the Texas State Bar and the American Bar Association. She currently serves as Chair of the Winston Women’s Leadership Initiative—a program that has won numerous awards over the last few years under her leadership, including “Outstanding Firm in Advancing Gender Diversity and Inclusion” at the 2017 Chambers USA Women in Law Awards.
Peter Barr, General Counsel and Corporate Secretary of Rack Room Shoes, Inc. and Off Broadway Shoes, Inc., members of the Deichmann Group, has over 30 years of legal experience, including over 20 years of in-house counsel experience. Peter joined Rack Room in 2001 as General Counsel, leading a law department of nine. Peter and his department work in a broad range of legal areas including intellectual property, litigation management, commercial real estate, employment law, and others
Prior to joining Rack Room, Peter assisted in building a full service law department for Payless ShoeSource, a Fortune 500 retailer which had just been spun off from the large department store chain, May Department Stores. At Payless he initially negotiated retail leases and then directed litigation, overseeing matters in all 50 US States, Puerto Rico and Canada.
Peter spent his formative years of practicing law in two medium sized commercial law firms in Kansas City, Missouri and six years managing his own law firm. During this time his practice was concentrated in litigation. He finds both his courtroom experience and his experience as a law firm manager to be critical to his success today as an in-house attorney. Prior to law school, Peter was a partner in a market research firm, the experience from which has served him well in his many legal roles.
Outside of his duties at Rack Room, Peter is involved with and was instrumental in building the Charlotte Chapter of the Association of Corporate Counsel. He is a firm believer in the value of exchanging ideas within the in-house bar. He is a frequent presenter and panel member at legal seminars. Peter was honored to be selected as the Charlotte Business Journal’s 2014 Outstanding General Counsel for law departments of two to ten attorneys.
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.
Royal SimpkinsRoyal Simpkins is a legal marketing professional with more than 20 years of experience in the field. As director of branding & communication at Bryan Cave, he is responsible for the design, development, implementation and evaluation of an integrated communications and brand platform for the firm. He oversees Bryan Cave’s public relations, web development, design, CRM and events teams. Together with the firm’s attorneys and practice business development teams, he and his group produce effective client facing and internal communications and programs that support firm objectives.
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.
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.
Seth M. Apple
Seth Apple is a Business Development Manager at Davis Polk & Wardwell LLP where he manages the business development and marketing efforts for the firm’s corporate practices. He has led in the creation and execution of firm, practice and attorney visibility enhancement initiatives, marquee client-facing programs, content marketing development and strategy (blogs, podcasts, website, print) and targeted business growth strategies.
Seth was the 2015 Metro New York LMA President, 2012 Metro New York LMA “Member of the Year” and a member of several regional and international LMA committees. He is the author of numerous business development and marketing articles, a regular speaker on topics impacting the industry and a former practicing finance attorney.
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.
Simon Elven, Commercial and Marketing Director, was a founding member of Tikit and has been influential in the development of the company over the last 19 years. Tikit is recognised as one of the leading providers of IT products and services to the legal and accounting sectors. Much of Simon’s early work was with document management systems and then with CRM systems and their application for business development.
Stefanie Knapp is the online marketing manager for Allen Matkins, a California-based law firm serving the real estate industry. Stefanie manages the firm's online communications initiatives, including the firm's website, videos, email marketing, blogs, and social media campaigns. Prior to joining the legal marketing profession, Stefanie was an award-winning reporter and editor at the Los Angeles Daily Journal. She holds a B.A. in magazine journalism from Syracuse University and an M.B.A. from UCLA Anderson School of 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.
Stephanie brings more than a decade of experience in marketing and sales, specifically in the legal, economic development, airline, and transportation industries. Her prior experience includes global organizations such as Lufthansa German Airlines, DHL Express, Littler Mendelson, P.C., and most recently Womble Bond Dickinson.
In her role with Womble Bond Dickinson, she serves as Director of Client Service and works closely with firm attorneys and clients to initiate and expand relationships, as well as to ensure that the firm is providing the best possible client service. Stephanie also leads the firms Manufacturing Industry Sector efforts where her fluency of German and dual citizenship in both the United States and Germany serves her well in growing clients in the automotive sector.
Beyond the office, Stephanie has served in various leadership positions with the Legal Marketing Association and currently serves on the Leadership Committee of the German American Chamber of Commerce’s North Carolina Chapter. She is also an active member in Rotary.Stephanie is a graduate of the University of South Carolina, and holds an MBA from Pfeiffer University
Stephen Hastings works with Baker Botts, based in Houston TX, supporting their internal and external communications, media relations, digital communications and firmwide event initiatives and programs. Prior to joining Baker Botts he served as Director of Communications at Fasken Martineau and in leadership positions with the Chicago Sun-Times, Jerusalem Post, National Post, Toronto Star, the Vancouver Sun and FedEx Ground. He stared his career as political aide working in Canada’s Parliament.
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.
Litigation partner Steve Stodghill joined Winston from Fish & Richardson as part of the firm’s Dallas office launch (which was hailed as “seismic shift in the North Texas legal landscape”). His practice emphasizes all aspects of complex litigation. Steve represents both plaintiffs and defendants in intellectual property/trade secret theft cases, contractual disputes, breach of fiduciary duty cases, securities litigation and arbitration, shareholder derivative actions and shareholder oppression cases, class actions, and employment litigation. Steve is well known for his representation of Mark Cuban, owner of the Dallas Mavericks. He serves as the Marketing Partner for the firm’s Dallas office and is on the firmwide Compensation and Hiring committees. Steve is the Chairman of the National Advisory Committee of the American Film Institute and serves on numerous civic and charitable boards, including the University of Texas School of Liberal Arts and the SMU Meadows School of the Arts.
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.
As CMO at Finnegan, Terra Liddell has firm wide responsibility for marketing, communications, and business development for one of the largest IP law firms in the world. She works closely with the firm’s managing partner, chair, COO, practice and section leaders, and other key decision makers to develop, refine, and execute the firm’s vision and strategy across 10 offices worldwide. Overseeing a staff of communications, website and social media, business development, public relations, event planning, and other marketing professionals, Terra establishes, manages, implements, and maintains programs that build brand awareness, leverage market intelligence, direct marketing strategy and communications, and develop business aligned with the firm's goals.
Thomas A. Agostinelli
Thomas Agostinelli serves as Director of Practice Management at Butler Snow LLP, where he collaborates with practice group leaders to develop strategies to best serve the client and streamline business operations. His role also includes oversight of Paraprofessionals, Litigation Support and Project & Process Management within Butler Snow where he drives legal project management (LPM) and process improvement initiatives to enhance delivery of legal services and client satisfaction. He works closely with administrative teams to provide project management services focused on process workflow, technology implementation, information management and team performance.
Prior to joining Butler Snow in 2013, Thomas worked at Horne LLP where he supported government disaster recovery programs with the Specialty Accounting Practice Group and led improvement projects for the Healthcare, Tax and Assurance Teams. His professional experience also includes twelve years at an embedded computer hardware company, where he worked directly with Fortune 500 clients to provide rapid, custom design and delivery of advanced computer platforms.
He earned his Bachelor of Science degree in industrial engineering and a Master of Business Administration degree from Mississippi State University. Thomas is a Certified Project Management Professional and a member of the Project Management Institute (PMI), Legal Marketing Association (LMA), True Value Partnering Institute (TVPi) and International Legal Technology Association (ILTA).
Thomas E. Choberka
Thomas Choberka is the Chief Marketing and Business Development Officer for Kelley Kronenberg, a business law firm with over 120 attorneys and 10 offices throughout Florida, and Chicago.
Thomas has guided the firm through a complete rebrand, built and launched a new, custom firm website, developed an Attorney sales/compensation origination plan, and established and institutionalized a firm-wide business development program, among other key initiatives, all with the goal of shifting the image and culture of Kelley Kronenberg. Further, under his direction, the firm has adopted several innovative professional service sales processes, including one-on-one, personalized, Attorney business development and sales coaching, with a focus on teaching Attorneys sales strategies to maximize their individual results.
He also manages institutional client relationships, and has developed marketing and management strategies aimed at improving the way the firm and clients interact.
Since 2014, the Legal Marketing Association has recognized Thomas’ department with Twelve Your Honor Awards spanning a wide range of categories including: Brand Identity, Events, Community Relations, Website Rebrand/Overhaul, Social Media, and three consecutive first-place wins for Practice Development.
Thomas is an avid speaker and has presented on several diverse topics at firm seminars and summits, legal marketing conferences, industry associations and non-profit organizations.
Toby Eccleshall has worked at Chambers and Partners since 2013 and has served as USA Editor since May 2017. He manages a team of seven deputy editors and approximately forty researchers who are responsible for producing the annual Chambers USA Guide. He graduated from the University of Birmingham in 2011 with a BA in German and Russian, before completing the Graduate Diploma in Law in 2013.
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.
Tony Lai is an Entrepreneurial Fellow at the Stanford Center for Legal Informatics (CodeX) and a cofounder of Legal.io, working on applied research and innovation in the design of legal service delivery systems, with a focus on ecosystem engineering to support trusted exchange and value flow. At Legal.io, Tony leads a team of designers, engineers and legal professionals creating technology for lawyers building innovative practices, and larger organizations creating referral hubs. Legal.io works with forward-thinking law firms; leading bar associations like The Florida Bar, and the New York State Bar Association; and legal service non-profits like California Lawyers for the Arts to support their members in building practices that take advantage of the latest developments in legal service innovation and A.I. assisted referral management infrastructure.Tony clocked 10,000 hours at an international law firm advising on commercial, corporate and regulatory matters for the technology, communications and media industries in Europe, Asia and Africa. Since 2011, he has led and contributed to the development of leading networks of Stanford entrepreneurs (StartX) and legal technology researchers and practitioners (CodeX). In 2017, the incoming President of the American Bar Association appointed Tony for a 3 year term to the ABA’s Standing Committee on the Delivery of Legal Services. Tony holds Bachelors and Masters Degrees from Oxford University, and graduated from Stanford University with a Masters in Law, Science and Technology.
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.
Wendy Bernero is the Head of Client Development of Baker McKenzie, the leading global law firm. She has more than 25 years of experience serving in senior management roles for major firms, including Proskauer Rose, Fried Frank, Paul Weiss, and Akin Gump. She specializes in helping firms enhance their profitability and revenue growth by developing and promoting high-value service offerings, building strong value propositions, and research-based business planning and budgeting.
Her consulting experience includes several years as a partner in Bernero & Press and Hildebrandt International, where she assisted firms with a broad range of strategic planning, practice management and development, client team development, research, and branding projects. Beyond the legal sector, she has served as head of product development, marketing and public affairs for Washington Bancorporation and as a press and legislative aide to a U.S. Congressman.
A regular presenter at legal industry conferences and roundtable programs, Wendy also is co-author of the book Optimizing Practice Management: Driving Profitability and Market Position, published by ARK Group (2015), and has contributed chapters to Grow Your Practice: Legal Marketing & Business Development Strategies, published by the New York State Bar Association (2014) and The Power of Legal Project Management, published by the American Bar Association (2014). In recognition of her contributions to the legal profession, Wendy was inducted into the College of Law Practice Management in 2014 and named 2013 Thought Leader of the Year by the New York Metropolitan Area Chapter of the Legal Marketing Association (LMA). In 2012, she was inducted into the LMA Hall of Fame.
William S. Painter
Mr. Painter, Chief Innovation Officer for Baker Donelson and chair of the Firm's Technology Committee, oversees several areas of the Firm that are key drivers of innovation, including legal project management, knowledge management, information technology, pricing, eDiscovery/practice support, research and non-traditional services including the Firm's consulting subsidiary LegalShift™. During his tenure as Baker Donelson's chief strategic planning officer, Mr. Painter led the development of BakerManage, Baker Donelson's patent-pending legal project management system, which was recognized by the International Legal Technology Association (ILTA) in 2012 with a Distinguished Peer Award for "Project of the Year." A shareholder in Baker Donelson's Jackson, Mississippi office, Mr. Painter focuses his practice in the areas of corporate, tax and health care restructuring. His experience includes corporate, employee benefits and deferred compensation, federal, state and local taxation, securities, and trusts and estates. He has been recognized by The Best Lawyers in America®, including being named the Jackson "Lawyer of the Year" in Corporate Law (2016), Health Care Law (2013) and Tax Law (2010). He has also been recognized by Chambers USA: America's Leading Lawyers for Business and Mid-South Super Lawyers , where he has been listed among the top 50 attorneys in Mississippi.
With a decade of experience in public relations for the legal industry, Zoe currently oversees national media relations for Fox Rothschild LLP. She formerly worked for the Star Group PR agency, where she represented numerous law firms throughout the country, as well as for Duane Morris LLP and Cohen Seglias Pallas Greenhall & Furman PC. A member of Law Firm Media Professionals, Zoe earned her Master’s in Public Communications from Drexel University and a B.A. from Denison University.