#LMA19 SPEAKER BIOS
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.
Chief Operating Officer
Guy Adams is the Chief Operating Officer at Fulbright Limited, the company that has developed the ObjectiveManager application. Formerly a lawyer with Norton Rose Fulbright, Pinsent Masons and RPC, Guy has over 18 years’ experience working with law firms to help them define and deliver their strategy. Guy has particular expertise in advising firms on how to use technology to maximise their Client Growth strategies, and aligning this with their Talent Development programmes.
Director of Marketing
Ballard Spahr LLP
Robyn Addis is Director of Marketing at Ballard Spahr. She is responsible for managing strategic firm and department marketing projects and personnel, setting team priorities, and executing multiple high-priority, high-profile, firm-wide projects and initiatives. Robyn defines and sets the strategy for integrated marketing technology and operations to support firm objectives. She manages a highly effective marketing team, including technology, events, and operations managers and support personnel, and coaches and develops junior and mid-level staff to ensure they project the firm’s unique “voice.” Robyn acts as a strategic leader to ensure firm-wide growth and increase bottom-line revenue through marketing and business development.
Great Jakes Marketing
Dion is a founder of Great Jakes, where he occupies two roles: Lead Strategist and Creative Director. He is responsible for the big think behind client projects. His involvement in client work spans the entire project: developing the strategy and then overseeing design and development. His never-ending goal is to build the most emotionally engaging and business-effective law firm website ever created.
Dion frequently speaks and writes on the subject of legal marketing. Past speaking engagements have included events sponsored by the Legal Marketing Association as well as the Hildebrandt Institute. Additionally, as editor of all of Great Jakes's thought leadership, his fingerprints are on practically every piece (even if his byline isn't).
Great Jakes Marketing
Robert Algeri is a co-founder of Great Jakes, a marketing firm that develops "smarter websites for law firms." In addition to his work responsibilities, 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, including LMA's Strategies Magazine, and he has been a featured speaker at numerous LMA chapter events and at the International LMA Conference. Recently, he co-authored the white paper "'High-engagement' Law Firm Websites” which addresses how law firms can leverage the techniques used by leading news and professional-firm websites (like NYTimes.com and McKinsey.com) to maximize their visitor engagement.
Chief Executive Officer
Guy Alvarez is the Founder and CEO of Good2BSocial. Guy, a former practicing attorney is one of the leading consultants in the fields of technology, marketing and business development for the legal industry.
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.
Guy works with leading law firms and companies in the legal industrywho are serious about growthbut are often frustratedthat they’ve spent time, money, and efforton theirwebsite and on digital marketing, yet they still don’t produce the resultsthey had hoped for. Guy 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 marketing automation.
Bame Public Relations
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 18 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 group’s Public Relations Special Interest Group (SIG) to advance the public relations profession for the legal industry. She was co-founder of the PR Pre Conference which takes place at LMA’s annual conference. A frequent speaker and blogger, Cheryl has a passion for her craft and her clients' successes.
Leadership for Lawyers
Mark Beese is President of Leadership for Lawyers and Founder of Design Thinking Legal. He is consultant that helps lawyers become stronger leaders and business developers through training, coaching and consultation. He serves law firms and legal departments ranging from mid-sized regional firms to Global 5 firms. He also facilitates design thinking workshops to law firms and legal departments who want to learn how to be more innovative in the delivery of legal services.
Mark is an adjunct faculty at the University of Denver School of Law where he teaches Business Development and former adjunct faculty at the Center for Creative Leadership. He is a recipient of the LMA Hall of Fame and a Fellow of the College of Law Practice Management. Prior to consulting, Mark was a CMO at several AmLaw 200 firms. www.leadershipforlawyers.com and www.designthinkinglegal.com
Werten F.W. Bellamy Jr.
Werten is the President of Stakeholders, Inc., a company founded in 2007 that provides training and conference resources directed to the talent development needs of over a hundred (100) law firms. Additionally, he trains in-house attorneys in over forty (40) law departments, to include: Altria, Cargill, Diageo, Fidelity Investments, Honeywell, Lockheed Martin, Lincoln Financial, Mass Mutual, McDonalds, Microsoft, Panasonic, PayPal, Scripps Networks, Starbucks, Travelers, UPS, and United Healthcare.
Werten is the author of Going Deep: The Relationship Building Habits of Time Constrained Top Performers.
Werten launched Stakeholders following sixteen (16) years of work in roles of increasing responsibility, at companies to include Merck & Co., Inc., Genetics Institute, Inc. and Wyeth Pharmaceuticals, Inc. Werten completed his in-house career with Celera Genomics (NYSE: CRA). At Celera, Werten was the General Counsel. Werten is also a retired captain in the United States Army.
Werten is a graduate of Princeton University and the University of Virginia School of Law.
Head of Client Development for North America
Wendy Bernero is the Head of Client Development of Baker McKenzie, a 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.
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.
Co-Founder and CEO
Rob Biederman is the Co-Founder and CEO of Catalant Technologies, the market leader enabling companies to get mission-critical work done faster.
Forward-looking executives partner with Catalant to transition to an agile operating model and access the skills and expertise they need to rapidly innovate and stay ahead of disruption.
Based in Boston, Catalant serves thousands of clients, including GE, Hess, and Unilever, as well as countless others on a confidential basis.
Biederman is also co-author of a book titled, Reimagining Work: Strategies to Disrupt Talent, Lead Change, and Win with a Flexible Workforce, which lays out a vision and path for a new relationship between global companies and talent.
Prior to founding Catalant, Biederman was a private equity investor at Goldman Sachs and Bain Capital, where he focused on the healthcare and high-tech industries. In these roles, he served as an advisor to and collaborator with both public and private management teams on topics including organic growth, competitive strategy, mergers and acquisitions, capital allocation, and financing strategy.
Biederman graduated Cum Laude with a degree in economics and finance from Princeton University and graduated Harvard Business School as a Baker Scholar with a focus on entrepreneurship and disruption.
Vice President, Client Development Practice
Mark Bilson is a senior executive with over 20 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, Marks is responsible for Intapp Experience and DealCloud, solutions that help leading firms win more business by promoting areas of strategic differentiation and collaborating across Practice, Geographies, Clients and Sectors more effectively. In his previous role of VP of the Integration Practice at Intapp, Mark worked with 100+ firms now using Intapp Flow for business process management (BPM), legal practice automation (LPA) and enhanced client services delivery. Prior to joining Intapp, he worked in various development roles for Lexis Nexis InterAction, a leading CRM solution for professional services firms. Previously based in New York and Sydney, Mark is now based in London.
Director of Client Development
K&L Gates LLP
David Bowerman is a Director of Client Development at K&L Gates were he helped lead the creation of the firm’s innovative Client Development function. Based in the firm’s Seattle office, he has more than 20 years of experience in the professional services sector leading teams, building revenue-generating tools and bringing new ideas to market across a range of sales, business development and communications roles covering the U.S., Europe and Asia Pacific regions.
Director of Coaching
Rich Bracken, Director of Coaching for Society 54 and Chair of the Legal Marketing Association of Kansas City, is a frequent conference speaker and writer on many business development, marketing, leadership and communication topics.
With a focus on emotional intelligence, goal achievement and strategic revenue generation, he arms his audience with the tools to set forth on an efficient path to success. Rich brings knowledge and entertainment together in his memorable presentations with frequent references to pop culture and unforgettable metaphors.
An influential writer & podcaster, Rich is also a monthly contributor to Fox News in Kansas City speaking on motivational topics and a professor of leadership.
Bartlit Beck LLP
Lindley (“Lin”) Brenza is a trial lawyer and Partner with the law firm of Bartlit Beck LLP. He left the Chicago office of Kirkland & Ellis more than 25 years ago to form Bartlit Beck, and moved to its Denver office in 2000. He is a graduate of the University of Chicago Law School (1987) and Dartmouth College (1984) where he was a Mathematics and Computer Science major. After law school, he worked as a law clerk for Judge Frank H. Easterbrook of the Federal Court of Appeals in Chicago, and for the late Chief Justice William H. Rehnquist at the United States Supreme Court. Mr. Brenza served in the Justice Department as Associate Deputy Attorney General of the United States, and later worked as a federal prosecutor in the Northern District of Virginia. Today, his practice is focused on science-based legal disputes including patents, trade secrets, drug and products liability, as well as general business law involving contract and antitrust law. His firm has been named Litigation Boutique of the Year by The American Lawyer and is still one of the few if not the only firm to take on major trials and litigation for S&P 500 clients, as well as smaller clients, exclusively on a non-hourly basis.
Kevin E. Broyles
Co-Managing Partner and Co-founder
Mr. Broyles brings to FisherBroyles a diverse legal experience in the areas of corporate technology, commercial contracts, strategic acquisitions, as well as health and financial privacy, litigation and arbitration. A former senior attorney at Morris, Manning, & Martin, LLP, Mr. Broyles worked primarily with fast-growth companies, from technology startups to companies positioning themselves for merger and acquisition activity. During this time, he provided client support in technology and corporate transactions, privacy and security audits, and regulatory compliance issues. Mr. Broyles also has extensive experience in drafting and negotiating a wide range of technology, employment, and consulting agreements. At FisherBroyles, Mr. Broyles continues to provide these services as well as assists clients with the management and resolution of a wide range of legal disputes, including analysis of potential risks, dispute avoidance, negotiation of settlements, and guidance through litigation and arbitration processes.
Senior Communications Manager
Sheppard Mullin Richter & Hampton LLP
John J. Buchanan has more than 25 years of marketing and communications experience, having spent the last 16 years in law firms. He has held senior roles at large and small firms; is a member of the Editorial Board of Marketing the Law Firm; and is co-chair of LMA's PR Shared Interest Group. He was most recently Global Director of PR at Reed Smith LLP.
Founder and Chief Executive Officer
Bunnell Idea Group
Mo Bunnell is a speaker, consultant, author and the founder and CEO of Bunnell Idea Group (BIG). BIG helps law firms grow by teaching their lawyers how to bring in more clients and more revenue. Over the course of his career he’s worked in every area of business development and used this knowledge and experience to build the GrowBIG® business development system, resulting from years of testing and peer-reviewed research into why people buy and what makes the buying process happen faster, in greater volume, and with more enjoyment.
BIG has trained over twelve thousand seller-experts at over 350 clients all over the world, including dozens of law firms and other professional service firms like Boston Consulting Group, Publicis and Sotheby’s. His book, The Snowball System: How to Win More Business and Turn Clients into Raving Fans, has been highly praised by NYT #1 best-selling authors Dan Pink, Adam Grant, Keith Ferrazzi and others.
Mo lives in Atlanta with his wife, two daughters, and a miniature donkey. He loves playing ultimate frisbee all over the world.
You can learn more about Mo at www.mobunnell.com, more about BIG’s training at www.bunnellideagroup.com and you can sign up for a free video training course on creating demand at, well, www.createdemandcourse.com
John M. Byrne
Chief Marketing Officer
Gould & Ratner LLP
John Byrne is Gould & Ratner's Chief Marketing Officer, a role drawing upon his unique combination of experience as a practicing lawyer, marketing and sales director, professional journalist and publisher, career coach and recruiter, and small business owner. His most valuable skill, though, is his ability to connect with lawyers and clients alike, listening to them and understanding their needs to create strategies for success.
John is the President-Elect of LMA’s Midwest Region for 2018. He served as co-executive editor of LMA's Strategies magazine in 2015-16 and as co-chair of LMA's Annual Conference in 2014. He has also served on the international board of directors for LMA, as well as on the boards of its two largest regional chapters.
John earned his bachelor's degree from the Medill School of Journalism at Northwestern University, where he was the editor in chief of The Daily Northwestern. He earned his law degree from Loyola University Chicago.
Jennifer A. Cameron
Marketing and Business Development Manager
Jennifer Cameron is Marketing & Business Development Manager at McKool Smith, where she helps orchestrate the development of business development plans and marketing initiatives. Previously, she spent eight years as Director of Marketing & Business Development at Shannon Gracey, where her business development efforts garnered dozens of new clients and measurable increase in realization rates.
Before becoming a legal marketer, Jennifer was a high-level PR professional, growing such respected brands as Gardere, Bank of America, Johnson Controls, NVidia, and Chipotle, among others. She also served as an adjunct professor at the Center for American and International Law, teaching crisis communications to law officials nationwide. Prior to that, Jennifer spent nearly 10 years as a TV news producer, the last five years as an award winning investigative journalist at FOX4-TV in Dallas, TX. She has been honored with more than 20 journalistic awards including coveted two Emmy® awards.
Jennifer Simpson Carr
Jennifer Simpson Carr is highly regarded in developing, executing, and measuring the results of successful integrated business development and marketing programs with an emphasis on content and digital media. With more than a decade of experience working in law firms across the U.S., she has worked extensively to help firms and attorneys engage target audiences and win new business in competitive markets. Jennifer is co-chair of the LMA’s Social & Digital Media Shared Interest Group (2018-2019), which supports the growth of its group members to achieve roles as educational leaders in social media.
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.
Vice President and General Manager, Legal Media
ALM Media, LLC
Richard Caruso is the Vice President and General Manager, Legal Media for ALM Media, LLC, an information and intelligence company, providing customers with critical news, data, analysis, marketing solutions, and events.
Richard has more than 17 years of experience in leading strategies for new products and services in B2B legal media and information services. At ALM, he leads a team focused on identifying and executing strategies to drive highly engaged audiences by delivering solutions that allow our customers to discover new ideas and approaches for solving business challenges, connect to the right professionals and peers creating relationships that move business forward, and compete to win through access to data, analytics, and insights.
Founder and Chief Executive Officer
Pamela serves as the Global Social Responsibility Officer for Milliman, a global actuarial consulting firm, and is the Founder and CEO of Amity Advisory, a consultancy focused on Social Responsibility and Sustainability Consulting for legal and professional service firms. With more than 25 years of experience in professional service firms – including accounting firms, law firms, and global consultancies – both as Chief Marketing Officer and as Chief Global Social Responsibility Officer, she is in a unique position to understand the dynamics of a professional service firm environment and how to apply best practices in capturing, enhancing, and measuring social responsibility initiatives. Clients expect their firms to have one, overall, holistic CSR program – and to be able to demonstrate its impact. Firms who are able to tell a comprehensive, holistic story, which includes their ProBono, Diversity, Sustainability, Compliance and other programs, along with its corresponding outcomes (not just outputs) will be at a distinct advantage when being assessed by their clients, prospects, recruits and employees.
Business Development Manager
Steptoe & Johnson PLLC
Bobbie Conklin is over 5 years into her legal marketing career and is the Business Development manager for the law firm of Steptoe & Johnson PLLC. Prior to Steptoe, Bobbie spent 12 years with a regional architectural and engineering firm in multiple business development and marketing roles. Bobbie is active in her community and currently serves on the board of directors for the Monongalia Health System and has served on the board of Leadership West Virginia, the Morgantown Area Chamber of Commerce, and the United Way of Monongalia and Preston Counties. She also coordinates the local leadership program, Leadership Monongalia. If you want to hear a fun story, ask Bobbie about living in an RV in the great state of West Virginia.
Director of Business Development and Marketing Operations
McDermott Will & Emery LLP
Brian Conway has a passion for developing technologies that engage users, drive conversions and deliver measurable business outcomes. For more than 15 years, Brian has worked to uncover the truth behind many pillars of conventional wisdom in business development and marketing, often overturning long-held assumptions that are costing companies dearly in terms lost market opportunity. He resides with his wife and 3 year old son in Annapolis, MD. In his free time, Brian can be found racing, fishing or cruising with friends and family on the Chesapeake Bay.
Director of Content Strategy
After a career working for some of the world’s most respected news outlets, Brandon brings his passion for journalistic storytelling to Greentarget’s clients across legal, accounting, management consulting and other B2B industries. Brandon served as editor and writer at some of the nation’s top business publications, including Forbes and Crain’s Chicago Business. He has also led teams of renowned journalists, launched and managed major news websites, and managed one of the largest content-marketing teams ever assembled (Groupon).
Director of Marketing
Langley & Banack, Incorporated
Katy Akin Corrigan has over 12 years of experience in the legal marketing industry and is the Director of Marketing for Langley & Banack, Inc. She is responsible for all business development and marketing initiatives for the Firm including strategic planning, leadership development, diversity, website and social media, and public relations. Katy is an active member of LMA currently serving as the Co-Chair for the Small Firm/Solo Marketer SIG and as Co-Chair for the Impact Marketing pre-conference program for the 2019 Annual meeting. She has also served on the Texas Chapter Board as Treasurer and Member-at-Large, as well as serving in many roles for her local San Antonio chapter.
Michael R. Coston
Director of Business Development & Marketing
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.
Silvia L. Coulter
LawVision Group LLC
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.
Chief Marketing Officer
Zuckerman Spaeder LLP
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.
Chief Marketing and Business Development Officer
Nixon Peabody LLP
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.
Director of Education Services
An educator by trade, Elena is a lifelong learner (aka school nerd!) at heart. She is fascinated by how people leverage learning to live intelligent and informed 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 101 at a Chicagoland college. When not working, she spends time with her family, leads a Girl Scout troop and teaches classes for adults with special needs.
Doneene K. Damon
Current Executive Vice President and President-Elect
Richards Layton & Finger, PA
Doneene Damon is the executive vice president of Richards Layton, co-chair of the firm’s Business Department, and chair of the Corporate Trust and Agency Services Group. She focuses her practice primarily on formation and operational issues relating to Delaware statutory and common law trusts in all types of commercial and business transactions, representing issuers, underwriters, investors, and trustees. Doneene also represents banks and trust companies in connection with their trust and agency services under Delaware and New York law in various commercial transactions, including their roles as trustee, collateral agent, custodian, master servicer, depository agent, and exchange agent.
Doneene’s varied corporate trust transactional practice includes asset-backed securities, including auto loans and leases, credit cards, student loans, residential mortgages, home equity loans, equipment leases, litigation settlements, insurance policies, and intellectual property; royalty trusts; liquidation trusts; and voting trusts. Doneene is also experienced in capital securities and hybrid capital securities; mutual funds, exchange traded funds, and private equity funds; and collateralized loan obligations, cross-border leasing transactions, project finance transactions, and defeasance transactions.
In addition, Doneene represents health-care clients in all types of commercial and transactional matters, including the purchase and servicing of health-care receivables and the issuance of tax-exempt bonds. She also provides advice regarding the Delaware Certificate of Adoption of Transparency and Sustainability Standards, which is awarded to businesses that have completed a process that establishes their commitment to sustainability.
Chief Business Development and Marketing Officer
Beveridge & Diamond, PC
Building on his family business background in real estate and hospitality, Nathan has held leadership roles in business development and client service for twenty years in four law firms.
He has worked with law firm practitioners and corporate counsel in areas such as energy, environment, financial services, international trade, transportation and infrastructure, and government relations. He also works on diversity and inclusion, professional development, and practice innovation in the legal industry. He served as President of the Legal Marketing Association (LMA) in 2010, and received the LMA Mid-Atlantic Region Hall of Fame Award in 2017.
At Beveridge & Diamond, Nathan helps lawyers develop deeper relationships with clients who rely on the firm to solve complex environmental, health, safety, natural resources, product regulatory and project development challenges - including high-stakes litigation and enforcement actions.
Nathan is married (to a lawyer!) with three kids and a pit bull terrier. He loves talking about great food and drink, wonderful places to go in the world, kids and dogs.
Professor of Law
University of Miami
Recognized by the ABA as a Legal Rebel, Michele is a law professor at the University of Miami School of Law, guest faculty at Harvard Law School Executive Education, and the founder of LawWithoutWalls, a multi-disciplinary, international think-tank of more than 1,000 lawyers, business professionals, entrepreneurs, and law and business students. Michele is an author, speaker, and consultant on innovation, culture creation, and teaming. Through her company MOVEL∆W, Michele creates bespoke, experiential-learning workshops grounded in human-centered design to transform how lawyers collaborate and create culture change. Michele writes about the growing intersections between law, business, and legal innovation. Her book, Legal Upheaval: A Guide to Creativity, Collaboration, and Innovation in Law leverages more than 100 interviews with General Counsels at international corporations and Heads of Innovation at law firms. Michele earned her B.A., magna cum laude, from Dartmouth and J.D., magna cum laude, from Harvard Law School.
Chief Executive Officer
Jamie Diaferia, the founder and CEO of Infinite Global, counsels leading professional services firms on their media, litigation and crisis communications strategies. His clients include Am Law 100 law firms and accounting, financial services and consulting firms, as well as individuals and corporations involved in high-stakes crises and legal battles. During the course of Jamie's two-decade career he has worked behind the scenes of many of the biggest stories in the news, including Enron’s collapse, the Penn State scandal and multiple high-profile civil and criminal prosecutions. Jamie has been named one of Lawdragon's 100 Leading Legal Consultants and Strategists in 2016-2018, PR News' 50 Game-Changers of PR, and was ranked by Chambers in its 2018 PR & Communications supplement.
Laura A. Dieudonné
General Manager of Legal Operations and Administration
Delta Air Lines
Laura Dieudonnè, HRM has served as General Manager of Legal Operations and Administration at Delta Air Lines since 2015. Having spent over 30 years supporting lawyers in the management of administrative staff, human resources, financial reporting, budgeting and legal operations, within prestigious New York City and Atlanta law firms, Laura now provides such support and her unique skills in house on the client side of the business. Laura is a native New Yorker and moved to Atlanta in 2007 with her beloved husband and children. Laura is an active member of the Corporate Legal Operations Consortium (“CLOC”) where she has served as Chair and Regional Leader of the Atlanta CLOC Chapter since 2016. She is an active member of the Association of Legal Administrators (“ALA”) and served on the Atlanta ALA’s 2017-2018 Board of Directors as Director of Community Engagement. Organizational productivity has been a top priority in Laura’s career. She was a key member of a successful RFP convergence project with dozens of law firms; Laura created KPIs to quickly assess productivity; she managed the newly renovated design of Delta's law department, and most recently successfully deployed a new document management system and redlining tool for attorneys and staff.
Stephen R. DiGennaro
Director of Marketing Technology
Eversheds Sutherland (US) LLP
Stephen DiGennaro is the Director of Marketing Technology at Eversheds Sutherland with 15+ years of experience in legal marketing, digital strategy and technology. He has focused on delivering innovative solutions that impact business development and improve firm efficiency. Stephen's experience extends to large law firm CRM (InterAction) implementation, client-focused website redesigns with a focus on the user experience, mobile site design specifically for users on-the-go, web analytics, and search engine optimization (SEO). He also specializes in the digital transformation of organizations and using emerging technologies to reach legal clients—such as mobile app development/strategy (Apple App Store, Google Play and Amazon Appstore), launching on-demand videos and making podcasts available via channels on iTunes and Google Podcasts.
Senior Manager, Marketing Information Systems
Duane Morris LLP
Cheryl Disch is Senior Manager, Marketing Information Systems at Duane Morris LLP, where she is responsible for technology and deliverables supporting the firm’s business development activities. She was the 2016/2017 Co-Chair of ILTACON, the annual conference of the International Legal Technology Association, and one of the authors of ILTA’s first-ever law firm marketing technology survey.
US Diversity & Inclusion Director
Dentons US LLP
Ms. Dorsey works across various departments to expand the firm’s efforts in the recruitment, development, promotion and retention of diverse groups of attorneys. Ms. Dorsey is also a thought leader in the movement to improve diversity and inclusion at law firms. She was elected Vice President of the Board of Directors for the Association of Law Firm Diversity Professionals, and serves on the newly-formed Legal Marketing Association’s Diversity and Inclusion Committee and its Advocacy Task Force. She also speaks at conferences and seminars across the country, volunteers in the community, and supports several philanthropic organizations. Prior to her career in the legal industry, Ms. Dorsey was a top-producing sales executive.
Vice President of Sales, North America
With over 14 years of enterprise sales experience in the startup and Fortune 500 spaces, Adam Draper is an expert at helping build and lead sales organizations in high growth markets and startup environments. As Introhive’s Vice President of Sales, North America, Adam is responsible for equipping organizations to enhance the value of their CRM software so they may be more efficient in their relationship management and operations. To achieve this, Adam established and continues to develop a highly talented sales team with the common goal of serving Introhive clients and prospects with excellence. Prior to Introhive, Adam was a successful Senior Account Executive at Radian6, contributing to its immense growth and eventual acquisition by Salesforce.
Acritas U.S. Inc
Lizzy Duffy leads Acritas’ North American business, delivering market and client research to law firms in the U.S. and Canada to help them make strategic decisions with greater confidence. Lizzy is a skilled analyst and a natural communicator, focused on translating data into 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 legal marketers and passionate about data-based decision making. She is an active member of LMA, and was honored to serve on the 2017 Annual Conference Advisory Committee.
Head of Groups and Community
Jennifer Dulski is the author of Wall Street Journal bestseller Purposeful: Are You a Manager or a Movement Starter? about how each of us can be movement starters. She leads Facebook Groups -- a product used by more than 1.4 billion people to create and engage in communities that matter to them on topics from parenting to health to disaster response. Prior to Facebook, Jennifer was president & COO of Change.org. She was also an early Yahoo! employee and led one of six business units there as group VP and GM of Local and Marketplaces. In 2007, Jennifer left Yahoo! to become CEO of The Dealmap, a mobile, local deals site that Google acquired in 2011, making Jennifer the first female entrepreneur to sell a company to Google, where she then led Google Shopping and Product Listing Ads. A prominent thought leader in Silicon Valley, she writes frequently about management and leadership for LinkedIn Influencers, Forbes, Fortune and Huffington Post.
You can learn more about PURPOSEFUL and Jennifer here: https://www.purposefulbook.com/
Commercial and Marketing Director
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.
Ryan O. Emge
Senior Manager, Social Media
White & Case LLP
Ryan is an energetic and experienced leader in social media, digital and content marketing bringing a fresh approach to leading teams with an open, objective and organized management style to solve problems.
He holds a diverse background in the legal industry, technology, building, automotive, retail, healthcare, hospitality, data science, finance, education, defense and non-profit industries.
Today, Ryan is spearheading social media awareness, advocacy, digital advertising and business development social media marketing efforts at global law firm, White & Case LLP.
Prior to leading digital marketing and social media with Samsung’s enterprise division, he lead social media, influencer & content marketing efforts for eBay's automotive and electronics efforts.
Before eBay, he headed up social media for the Consumer Electronics Association’s “CES” – the world’s largest consumer electronics show.
Before CES, he held a pivotal role as Blog Manager at New Media Strategies, now Meredith (acquired by Accenture), where he oversaw blog strategy, design and content development for the voice of the Chrysler brands Jeep, Dodge & Ram.
His first foray into the social media space began as a blogger and social media specialist for SaabHistory.com that he conceived, developed and managed over five years targeting Saab owners, enthusiasts & dealers to increase brand awareness and advertising revenue.
His analytical prowess and research-based performance strategies have driven dozens of sustained, successful campaigns and projects to diverse audiences over his career. His success lies in my unrelenting commitment to marrying technology and creativity. He provides a fresh perspective needed to energize and influence audiences, while revitalizing and building momentum for established brands.
He earned a BA from Vermont College where he focused on business, marketing, sustainability and ecological economics. When he is not in the office, he is running, doing hot yoga, playing tennis or skiing.
Equinox Strategy Partners
Jonathan Fitzgarrald provides professionals and service firms with strategic counsel to drive revenue and increase market visibility. For nearly two decades as an in-house Chief Business Development Officer at three, leading law firms and now as a consultant, Jonathan coaches and trains lawyers and legal marketing professionals on tools and techniques for building their practices. Jonathan’s provides his business development bootcamp programs and retreat/offsite presentations to a variety of service firms and organizations nationwide.
Director of Pricing and Value
Eversheds Sutherland (US) LLP
As the US Director of Pricing and Value, Dwight Floyd and his team work with Eversheds Sutherland attorneys and clients to provide superior value by developing and implementing creative pricing and service delivery strategies. Value is rarely increased through wholesale discounting or telling clients what they need but instead by targeting – actually asking – clients about their specific goals and what they want to achieve. Dwight works closely with attorneys and administrative staff to increase Eversheds Sutherland’s efficiency, effectiveness, transparency and innovation in a dedicated pursuit of delivering its client’s goals. Dwight is a former litigation partner and a biologist who brings a different approach to some common challenges in the legal world. As in our natural ecosystem, he recognizes that everything in the legal ecosystem is connected to everything else. His challenge and goal is discovering and revealing to attorneys and clients how those connections can benefit and sustain everyone involved while still conserving resources. Dwight is rated AV by Martindale-Hubbell and is an Accredited Legal Pricing Professional (ALPP) by the True Value Partnering Institute.
Lynn Foley is the CEO and Co-Founder of fSquared Marketing, a marketing consulting firm with expertise in client development, digital strategy and execution, strategic planning and brand visibility for law firms. She is a client relationship management and marketing veteran known for her practical and pragmatic approach to planning and implementation.
Lynn has over 20 years of hands on strategic marketing and business development experience, and has held senior roles at market leading companies including White & Case LLP, JPMorgan Chase, PricewaterhouseCoopers and Bull, Housser & Tupper LLP. Since starting fSquared Marketing, she has worked with numerous International, Regional and Boutique law firms, and their lawyers, to achieve their strategic goals while offering practical, measurable and proven solutions to challenges that face her clients.
She was a member of the Board of Directors of the Legal Marketing Association, Western Canada Region from 2012 to 2017. She frequently presents in the United States and Canada on topics associated with legal marketing, business development and digital strategy and regularly contributes to various legal publications.
Lynn 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.
Contact Lynn at firstname.lastname@example.org.
Executive Vice President, Managing Director
Andrew Foote is the Managing Director of Edelman Digital NY. He is responsible for driving the overall growth, evolution, and operations of Edelman NY’s 150-person Digital practice.
Since joining Edelman in 2010, Andrew has led digital marketing initiatives for Fortune 100 companies including Samsung, Comcast, Johnson & Johnson, Unilever, American Heart Association, and others. He is passionate about designing digital-first strategies to help brands and organizations drive sales, build loyalty, inspire social action, and meaningfully connect with audiences.
Prior to joining Edelman, Andrew led the Digital Marketing practice of Cohn & Wolfe’s (WPP) New York office. There, he directed the development and execution of digital marketing programs for clients such as MasterCard, General Motors, Panasonic, Walmart, Radio Shack, Colgate, Mattel, and The J.M. Smucker Company.
Director of Marketing and Business Development,
Howie Sacks & Henry LLP
Pamela has achieved LMA regional and national LMA awards for her firm. With exceptional skills in relationship building and strategic planning, she has 15 years of B2B and B2C experience with KPMG, PwC, and over 10 years senior management experience with corporate and plaintiff law firms.
Christina R. Fritsch
CRM Success Consultant
As a CRM Consultant – and freelance CRM Success Therapist - and the founder of CLIENTSFirst Consulting, Chris Fritsch works together with leading law firms across the country to help them select and implement CRM systems to maximize value, and minimize angst. She also writes and speaks nationally on CRM and eMarketing and data quality. Chris received her Juris Doctor degree from Emory University School of Law. (However, as an attorney, Chris felt obligated to provide the following legal disclaimer: A Juris Doctor degree may not qualify the holder as a licensed provider therapy… but more than 10 years of experience working together with hundreds of law firms helps – and Chris’ sense of humor certainly doesn't hurt.
W. Allen Fuqua
Chief Marketing Officer
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.
Director of Client Development
K&L Gates LLP
Ashley Galston is Director of U.S. Client Development focusing on delivering services to clients with a particular industry focus on the healthcare, manufacturing, financial services (FinTech), and technology. Ashley works closely with firmwide and practice area leaders to develop and execute strategies to grow the firm’s revenue and client base while improving the client experience by enhancing the firm’s value proposition through legal practice management, firmwide practice collaboration and coordination, and developing and building long-term relationships in the marketplace. She is a certified Lean Six Sigma Yellow Belt.
Sheenika S. Gandhi
Director of Marketing and Business Development
Payne & Fears LLP
Sheenika S. Gandhi leads the development, oversight and implementation of the firm’s strategic marketing and business development objectives. She is a strong project manager, creative thinker, and a trusted advisor for the firm’s attorneys and management. Her recent notable projects include: an integrated thought leadership strategy, a business development coaching program, and centralized budget and operational processes. Prior to joining Payne & Fears LLP, Sheenika led the digital marketing strategy for five years at an AmLaw200 firm. Sheenika received her J.D. from California Western School of Law and her B.A. in Business Administration and International Relations from University of San Diego. Sheenika is a licensed California attorney. Sheenika is an active volunteer with the Legal Marketing Association, the leading association for legal marketing. She currently assists with programming, communications and sponsorship in her role as Vice-Chair of the Southern California Local Steering Committee.
Chief Strategy and Business Development Officer
Burr & Forman LLP
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.
Director of Innovation
Eversheds Sutherland (US) LLP
Anusia Gillespie is the Director of Innovation at Eversheds Sutherland (US) LLP, where she performs rigorous analyses of various data sets on the firm’s professionals, practices, clients and collaborative processes and guides systemic change in service to the firm’s clients. She brings to her work the wealth of experience gained in both the practice and business of law, and in developing business of law programs for lawyers from around the world at Harvard Law School Executive Education. Anusia earned her Bachelor of Science in Management (BSM) from Tulane University’s A.B. Freeman School of Business, Juris Doctor (JD) from Boston College Law School, and Master of Business Administration (MBA) from Boston College Carroll Graduate School of Management. She was awarded a seat on BC Law’s academic law journal, the Uniform Commercial Code Reporter Digest, and inducted into the Beta Gamma Honors Society, recognizing honors in her graduate business studies.
Law Vice President
Evan Wm Glover provides practical legal advice and guidance to solve complex technology and commercial problems. He currently serves as Chief Counsel of Software & Services and Chief Privacy Officer at NCR Corporation. Previously, he was senior counsel at The General Electric Company, Legal Director (Americas) for Sony Mobile and Corporate Counsel to Sage Software. Glover started his practice at King & Spalding in 2001.
Senior Business Development and Communications Manager
Lowndes, Drosdick, Doster, Kantor & Reed
As the Sr. Business Development and Communications Manager at Lowndes, Ioana Good works closely with the firm's multidisciplinary industry and practice groups on strategic initiatives such as business development training and coaching, lateral integration and client service to expand new and existing client relationships. Additionally, Ioana works with attorneys and clients to generate publicity and market share through a mix of communications strategy, content marketing, earned media, and social media to achieve bottom-line focused results. Ioana had the pleasure of serving as the 2017 LMASE President and she is now leading the R&D arm for the organization’s Southeast Region.
Stuart N. Goodman
Chief Business Development Officer
Goodman Business Development
Stuart N. Goodman, J.D., founded Goodman Business Development with the philosophy that lawyers would be better served learning business development from those with “in-the-trenches” experience building client relationships in the legal industry. His extensive legal background, 20+ years of developing new business and proven track record of cultivating loyalty among corporate counsel and AmLaw 250 law firms gives him a window into what motivates buyers of legal services – and why.
Prior to founding Goodman Business Development, Stuart was Senior Vice President of Sales and Strategic Accounts for Manzama, a leading-edge social monitoring platform that expands client relationships for AmLaw 200, Global 100, and professional and financial services firms. In each of his four years with Manzama, he significantly exceeded annual business development goals through a focus on strategic planning, pipeline management, market intelligence and delivering client service excellence.
Stuart also spent a number of years within law firms providing custom business development coaching for partners and senior associates at Duane Morris and Snell & Wilmer. His roles included providing guidance at every stage of the client life cycle, from developing business plans to proposal management to key client program support, as well as regular interaction with clients to improve service delivery.
Chief Marketing Officer
Wiley Rein LLP
Alina Gorokhovsky 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.
Chief Marketing and Business Development Officer
Akin Gump Strauss Hauer & Feld LLP
Aleisha Gravit is the Chief Marketing and Business Development Officer for Akin Gump Strauss Hauer & Feld LLP. Ms. Gravit is responsible for setting the direction for practice group- and industry-driven business development strategies, public relations, internal communications, brand management, competitive intelligence and market research.
Ms. Gravit is a fellow in the College of Law Practice Management and has a long history of leadership within the legal marketing profession, having served as Chair of the Regionalization Nominations Process Task Force (2016); International President (2013); Immediate Past-President (2014); President-Elect (2012); International Board of Directors member at large (2009 - 2011); Governance Committee Co-Chair (2009) Los Angeles Conference Committee co-chair (2008); Rocky Mountain Chapter President (1999).
Chief Operating Officer
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
Greg Negus joined Ogletree Deakins in 2015 as the Chief Operating Officer based in the firm’s administrative office in Greenville, South Carolina. Mr. Negus leads the administrative team in the areas of Finance, Office Administration, Technology, Human Resources, Recruiting, Knowledge Management, Real Estate, Risk Management, Data Analytics, and Litigation Support.
Before joining Ogletree Deakins, Mr. Negus served in roles as Executive Director and Chief Financial Officer in a career spanning 30 years in law firm management, with a strong grounding in fundamental finance and accounting from the start of his career in public accounting. He holds a MBA from San Francisco University, a BA in Accounting from Michigan State University, and is a Certified Public Accountant and Chartered Global Management Accountant.
Melanie S. Green
Chief Client Development Officer
Faegre Baker Daniels LLP
Melanie loves working with lawyers. As chief client development officer, she partners with firm management to guide the
direction of Faegre Baker Daniels’ business development and marketing programs and initiatives. Melanie’s goal is to help
the firm move from transactional to relational thinking and strategically invest in business development and marketing
Melanie’s team is responsible for client relations, business development, internal and external communications, corporate
identity and brand management, marketing technology systems, and client entertainment and alumni relations initiatives.
Co-Founder and Chief Executive Officer
Joe Hammond is an award-winning producer with over 20 years of production and video marketing experience. Joe has produced and directed thousands of successful video campaigns including high quality television commercials, Web marketing videos and animation. His experience includes working with industries ranging from law, biotech, finance, and tech.
Christine N. Mitchell Harris
Business Development Executive
Foley & Lardner LLP
Christine Mitchell Harris currently serves as Business Development Executive with Foley Gardere LLP. With a focus on client-facing/revenue-generating activities, she collaborates with attorneys on all aspects of driving business development initiatives that deepen existing client relationships, cross-selling opportunities and thought leadership.
She has been an active member of LMA for many years and currently serves on the Education Advisory Committee and the Diversity & Inclusion SIG. Additional involvement includes serving on the 2018 Annual Conference Committee, as President of the Texas Chapter, as well as Chair of the Southwest Regional Governing Board, and member of the Governance Committee.
Christine earned her B.A. in Journalism/PR from the University of Houston and an MBA in Marketing Management from St. Thomas University.
Beth Healy Consulting
For over 30 years, Beth has been a seller, a coach and a manager. She is an Associate Certified Coach through the International Coaching Federation. She has worked in large companies and startups always focused on driving revenue through genuine relationships and a keen ability to message value.
At Beth Healy Consulting, the belief is that anyone can succeed at business development provided they are curious, disciplined, persistent and other focused. We help professionals identify their authentic style and teach the strategies, tactics and activities that will create business relationships that lead to revenue generation.
William D. Henderson
Stephen F. Burns Professor of Law
Indiana University Maurer School of Law
Professor of Law at Indiana Maurer School of Law | Editor of Legal Evolution.
Bill is a Professor of Law at Indiana University Maurer School of Law, where he holds the Stephen F. Burns Chair on the Legal Profession. He also editor of Legal Evolution, an online publication that chronicles successful innovation within the legal industry. Bill’s research focuses on the empirical analysis of the legal profession and legal education. In addition to leading law journals, his articles and essays frequently appear in The American Lawyer, The ABA Journal, and The National Law Journal. Some of Bill's industry recognition includes:
- ABA Journal’s 2009 inaugural class of "Legal Rebels"
- National Law Journal’s 100 most influential lawyers in America;
- National Jurist’s most influential person in legal education.
Bill has been a member of Indiana University Maurer School of Law faculty since 2003. In 2010, he co-founded Lawyer Metrics, an applied research company that helps lawyers and law firms use data to make better operational and strategic decisions. Lawyer Metrics was acquired by AccessLex Institute in 2015. In 2017, Bill founded Legal Evolution, an online publication that chronicles successful innovation within the legal industry.
Director of Client Service
Womble Bond Dickinson (US) LLP
Stephanie brings more than a decade of experience in sales and marketing, specifically in the legal, economic development, airline, and transportation industries. Her prior experience includes global organizations such as Lufthansa German Airlines, DHL Express, and Littler Mendelson, P.C.
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 highest quality client service. Stephanie also leads the firms Manufacturing and Transport & Logistics Industry Sectors. Her fluency of the German language as well as possessing dual citizenship in both the United States and Germany serves her well in growing clients in these sectors.
Beyond the office, Stephanie has served in various leadership positions with the Legal Marketing Association (LMA), Legal Sales and Service Organization, Inc. (LSSO) 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.
Marketing and Business Development Manager
Akin Gump Strauss Hauer & Feld LLP
Carman J. Jackson is a Marketing and Business Development Manager supporting the Texas offices of global law firm, Akin Gump Strauss Hauer & Feld LLP. Carman is responsible for overseeing regional practice and industry-driven strategies, public relations, internal communications, brand management and business intelligence. In this role, she works closely with the firm’s lawyers and professional staff to generate new business, increase marketplace awareness, manage client relationships and facilitate cross-practice collaboration.
Carman has nearly a decade of experience in marketing, communications and business development in law firms helping lawyers and other professionals communicate their value to key clients and prospects.
She was the 2017 Chair of the Legal Marketing Association (LMA) Dallas Steering Committee and is a certified White Belt in Legal Lean Sigma® and Project Management.
Business Development Manager
Stinson Leonard Street LLP
Denice Jayaram is a Business Development Manager at Stinson Leonard Street, a firm with a strong presence in markets across the United States and nearly 500 attorneys. As the firm's Proposal Manager from 2013 – 2018, Denice refined and streamlined the firm's approach to evaluating and responding to RFPs to create winning pitches and proposals. Recently she has been working closely with the firm's marketing, technology and business engineering professionals to build a homegrown representative experience database. The information-rich database manages content that can be seamlessly incorporated into customized pitches and proposals. Prior to joining Stinson, Denice practiced law in Vancouver, Washington, after earning her JD from Lewis and Clark Northwestern School of Law.
Iris J. Jones
Chief Business Development and Marketing Officer
McNees Wallace & Nurick LLC
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.
Marketing Operations Director
Pillsbury Winthrop Shaw Pittman LLP
Jason Kennedy is the Director of Marketing Operations for Pillsbury Winthrop Shaw Pittman LLP in Nashville, TN where he runs the Marketing Tech and BD-Ops teams for the firm. For over 12 years, Jason has worked in Marketing across several industries including Professional Services, I.T., E-Commerce, and Rock-n-Roll. Jason has his Bachelor's in Marketing Management from the University of Memphis, and is currently working towards his M.B.A. at the University of Alabama.
Law Firm Sustainability Network
Gayatri is Vice President of ecoAnaylze, a sustainability and data management consulting firm to the law firm community. She works with law firms of all levels engaging in sustainability initiatives through determining carbon footprint, learning ways to reduce environmental impact to engaging employees in sustainability activities. In her role as the Executive Director of the Law Firm Sustainability Network, she helped develop and launch the American Legal Industry Sustainability Standard (ALISS), an online sustainability assessment for law firms. She also provided education, resources and best practices in sustainability.
Rafeedah A. Keys
Senior Marketing Manager
Perkins Coie LLP
Rafeedah Keys, a Senior Marketing Manager at Perkins Coie LLP, manages strategic visibility initiatives for various subgroups within the firm’s global corporate practice. With more than 12 years of legal marketing experience, she has helped develop and execute numerous innovative marketing resources and programs, such as Startup Percolator, a freemium website for entrepreneurs, and Le[a]dBetter, a program focused on providing greater support to startups with at least one woman in a C-suite role. In addition to her passion for increasing diversity and inclusion in the workplace by developing pathways for women and underrepresented minorities to advance to senior leadership positions, Rafeedah has a deep love of technology and regularly champions efforts to use new technologies to improve business operations.
Ryan D. King
Director of Communications
Ogletree, Deakins, Nash, Smoak & Stewart, PC
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.
Owner and Principal
Klyse Advisory Group LLC
Klyse Advisory Group Principal Jennifer Klyse has more than 20 years’ experience in professional services, in house and as a consultant. She has worked with professional services firms in IT (sales and business development roles) as a trainer, engineer or project manager, and has a proven record of defining and designing solutions that meet the needs of a company’s business, sales, and technical audiences.
Jennifer has provided both strategic and tactical leadership to national and international accounting firms, law firms, and management consulting companies on business development projects, as they update and modernize their sales and marketing automation technology.
With extensive knowledge in the latest business development technologies, Jennifer is a premiere expert in the industry. Her broad experience in technology and business has certified her as a “translator” for clients – interpreting their business development needs and matching the best technology platform to achieve their goals.
Vice President of Marketing
Kat Kocurek is the Vice President of Marketing at Inavero, a leading provider of client experience surveys and service quality research for professional service firms. Kat leads Inavero's marketing and research initiatives. Her team’s annual Legal Industry Benchmark Study details modern buyer behavior and client preferences, along with opportunities for law firms to differentiate and credibly boost firm reputation on service quality and the client experience.
Prior to joining Inavero, Kat was the Marketing Director at Equip, an Atlassian Solution Partner in Portland, Oregon. She also led the strategy department at Kinesis, a marketing agency that helps business leaders and professional service firms align their organization, brand and culture with short-term business goals and long-term vision.
In her spare time, Kat is an avid outdoorswoman, dog mom, and yoga teacher. Kat is originally from Houston and earned her B.A. in economics and environmental policy from Harvard University.
Diane Kulseth is an SEO Consultant at Siteimprove, Inc. in Minneapolis, Minnesota. She specializes in educating teams on the value and necessity of Search Engine Optimization (SEO) for customers and internal departments. Prior to Siteimprove, Diane held digital strategy roles at the University of St. Thomas and CaringBridge.org, developing full-funnel marketing campaigns focused on acquisition and conversion. She has also been actively involved in the local digital marketing community, as a volunteer for the Minnesota Interactive Marketing Association (MIMA), on the board of Women in Digital – Twin Cities, and as a board member and speaker for the Minnesota Search Engine Marketing Association (MNSearch).
Director of Marketing and Business Development
Henderson, Franklin, Starnes & Holt PA
With over 20 years of experience in law firms, Gail Lamarche serves as the Director of Marketing and Business Development for Henderson, Franklin, Starnes & Holt, P.A. in Fort Myers. She is a “Department of 1” for over 55 lawyers with three offices in Southwest Florida. Gail is responsible for all of the firm’s marketing efforts, including advertising, branding, business development, budgeting, digital and content marketing, social media and events.
As a New England native, Gail blends her love of baseball and community and serves on the Boston Red Sox Celebrity Golf Classic Tournament Committee to benefit the Golisano Children’s Hospital of Southwest Florida. She is also a member of the Southwest Florida Seminole Booster Club Board of Directors. Gail previously served on the LMA’s Social Media Shared Interest Group Leadership Committee and was a co-founder and past president of the Social Media Club of Southwest Florida.
Serena N. LeGrow
Director of Business Intelligence and International Development
Arnold & Porter Kaye Scholer LLP
With nearly 20 years of experience in international business development, CRM, and competitive intelligence, Serena has held a wide range of roles with several AmLaw100 firms. Serena has lead teams through the complexities of two mergers, several CRM deployments, and global expansion in six countries. She sometimes jokes that as the evolution of legal marketing has taken place over the past two decades, she has held every position that was invented within the profession along the way.
Serena’s professional career began as a teacher and corporate trainer in Korea, and she has brought her enthusiasm for teaching and collaboration with diverse teams to the many challenges faced by firms as they navigate the murky waters of law firm modernization.
A Canadian, Serena currently resides in Washington, DC where she consistently makes futile plans to leave legal marketing for good and move home to join her family’s Newfoundland knitting business.
Terra M. Liddell
Chief Marketing Officer
Finnegan, Henderson, Farabow, Garrett & Dunner, LLP
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 firm management to develop, refine, and execute the Finnegan’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 implements programs that build brand awareness, leverage market intelligence, direct marketing strategy and communications, and develop business aligned with the firm’s goals.
Chief Marketing and Business Development Officer
Stroock & Stroock & Lavan LLP
A seasoned AmLaw CMBDO, Trish Lilley is a high-impact marketing and BD strategist, change driver, team builder and leadership coach. She has more than 20 years of experience in strategic client development roles with major firms, including Dechert, Duane Morris and Fox Rothschild. Trish develops and executes data-driven business development and marketing initiatives designed to boost revenue, enhance client loyalty and hone lawyers’ BD acumen. The victim of some horrible bosses in her time, Trish also specializes in designing, recruiting, training and motivating strong, successful, collaborative teams.
Trish is 2019 president of the LMA Northeast Region, and is an active LMA member, having held leadership roles at the international, regional and local level. A former co-executive editor of Strategies, Trish served on the inaugural LMA Educational Advisory Council that developed the Body of Knowledge – first-of-their-kind professional development standards for the industry. A regular speaker at legal industry events, Trish also writes frequently on issues related to cultivating leadership among lawyers and marketing team members, marketing best practices, and business development coaching. Currently, Trish is chief marketing and business development officer at Stroock & Stroock & Lavan LLP, a national law firm with a storied Wall Street pedigree.
Chief Marketing and Business Development Officer
Miles & Stockbridge PC
Liz has over 20 years of experience supporting successful business development and marketing initiatives for law firms. From leading the business development and marketing team of a 500-lawyer firm headquartered in the U.S, to supporting growth of the largest law firm in the world, she has spent many fulfilling years developing and implementing strategic initiatives to ensure the success of law firms.
She is currently at Miles & Stockbridge where she has launched a successful business development program, as well as co-created the firm’s client experience campaign. She will be launching a new brand and website in the Spring of 2019.
Co-Founder and Vice President of Strategic Development
Adrian Lurssen is co-founder and VP of Strategic Development at legal content distributor JD Supra. He also spearheads the company’s editorial and social media initiatives. Adrian has worked in new media for most of his professional life. He served as the senior managing editor at Yahoo! in the critical early days of the Web, creating and managing the company’s first team of editors and writers whose work included Yahoo! News Full Coverage, Daily & Weekly Picks, Ask Yahoo! and other editorial features. In 1999 Brill’s Content media magazine placed Adrian on their Top-25 Influence list, calling him “the most important person in cyberspace of whom you’ve never heard.” He likes to point out that the magazine folded shortly after that dubious honor.
National Managing Director of Sales
Deloitte Services LP
Tom Lutz is responsible for Deloitte’s U.S. Sales organization, and the deployment and development of the sales professionals to drive winning business strategies that increase revenue. Tom is recognized for consistently exceeding his goals, and in FY18 he led his 220 Sales Executives to over $3B in sales. Tom works closely with leadership to drive firm strategy. As the recognized sales eminence leader within the firm, Tom has personally trained over 30,000 Deloitte professionals in all facets of business development. Prior to joining Deloitte, Tom was President/COO of a technology services provider, and President of a $250 million global staffing company where he was responsible for developing a successful roll-up strategy and subsequent sale. Tom was also Senior Vice President of Business Development for a publicly held systems integration company. Tom started his career in software sales where he was recognized as the top sales performer.
Morgan MacLeod, Co-owner of Cubicle Fugitive Inc., is a brand, marketing and web strategy specialist, with over eighteen years’ experience helping companies build and manage their brands both online and off.
With a passion for selling services, she has spent the last decade working almost exclusively with professional service firms helping them create strategic, meaningful and memorable identities. With a strong foundation in market research and sales, Morgan develops digital strategies and brands by first understanding and addressing client needs and then using those insights to convert interest into deeper relationships and new business.
Having interviewed thousands of experts in law, Morgan has an intimate understanding of the professional mindset and their challenges when building their firm. She regularly works with attorneys to help them articulate their points-of-difference and build strategies for cultivating new business.
Morgan is a regular speaker at a variety of legal-specific conferences including the LMA, ALA and TLOMA, and is often sought out as a trainer and marketing motivator for both new and established lawyers.
Senior Marketing Technology Manager
Bradley Arant Boult Cummings LLP
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 and 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.
Senior Vice President of Legal Strategic Services (LSS)
Liberty Mutual Insurance
Kiran Mallavarapu is the Senior Vice President of Legal Strategic Services (LSS) for Liberty Mutual Group’s Corporate Legal Department. His group is responsible for Outside Counsel relationship managements, Legal Analytics, Systems and Technology, and Predictive Modeling, Continuous Improvement and Innovation.
Prior to this, Mr. Mallavarapu has held multiple positions in Liberty Mutual. Before joining Liberty Mutual, Kiran was a Research Engineer for Fuel Cell cars at General Motors R&D, in Rochester NY.
Mr. Mallavarapu has a bachelor’s degree in Mechanical Engineering from Bangalore University, India, a M.S. in Mechanical Engineering from Virginia Tech, and a MBA from Simon Graduate School of Business. He has also completed his CPCU, AIC and API.
On a personal note, Kiran is a kickboxing enthusiast, enjoys flying and traveling.
Stefanie M. Marrone
Director of Business Development and Marketing
Tarter Krinsky & Drogin LLP
Stefanie Marrone helps companies effectively tell their stories and find their unique voices. She has worked at some 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, multi-channel content marketing and thought leadership campaigns. She has particular experience in helping B2B companies and their employees effectively utilize social media platforms for revenue generation and visibility. She is currently the Director of Business Development and Marketing for Tarter Krinsky & Drogin LLP, a full-service, mid-size law firm in New York City.
Stefanie is a frequent speaker and published author on a wide range of communications, content marketing and social media topics. She is currently serving a two-year term as secretary of the LMA's Northeast Region and serves on the editorial committee of Strategies, the LMA’s flagship publication.
Chief Client Officer
Smart & Biggar/Fetherstonhaugh
Nanette Matys is the chief client officer at Smart & Biggar, based in Toronto, Canada. She is responsible for contributing to revenue retention and growth through client feedback and development, practice development, and marketing communications leadership. Nanette has extensive experience leveraging available resources and technology to generate usable client, business and competitive intelligence products and insights, collaborating with firm leadership to develop and implement strategy at the firm and practice level. Nanette oversees the firm’s marketing function, coaching its team of professionals to exceed expectations, and deliver cost effective and high impact marketing programs in service of the firm’s revenue plan. Prior to joining Smart & Biggar in 2016, Nanette led national business development and marketing at Stikeman Elliott for two years, and was chief marketing officer at Osler, Hoskin & Harcourt, having served in a variety of senior client development roles over 9 years. Nanette was the founding president of the Toronto LMA chapter, working with its first (stellar) board to build and launch what is now a vibrant community of legal marketers in Eastern Canada. While at Osler Hoskin, Nanette had the exceptionally good fortune to be mentored by Judy Stein-Korte, one of the industry’s most effective and adventurous marketers. Nanette is a very proud mom of her teenage daughter who will take flight, and begin her university education in the fall.
Senior Vice President, Public Relations
With eight years of experience heading the communications department of an AmLaw 200 firm, Michelle understands the challenges faced by in-house legal marketers and communicators. In her Big Law position, she grew the firm’s communications department from the ground up, focusing on leading public relations efforts in the U.S., UK and Middle East. She helped drive the firm’s global brand awareness and showcased its attorneys as thought leaders throughout business and industry publications. She also built a robust rankings program, created a social media presence, and launched podcasting and an app. In addition, Michelle led an extensive review of the firm’s PR spending, which included the drafting and execution of a full RFP process.
Society 54 Co-Founder Heather McCullough is two parts wit and one part tenacity, with heaping doses of creativity and intellect on the side. For over 16 years, she has brought game-changing results to professional services firms, leading from within as well as outside of firms.
As the director of business and practice development at one of the most well-respected law firms in the Carolinas, Heather oversaw all aspects of firm branding and business development. Additionally, she has led and restructured operational changes while working inside law firms, as well as in a consulting capacity. This experience, combined with her MBA from University of South Carolina, makes her an ideal advisor for firms that want to challenge the status quo.
She is well known in the legal marketing industry and her wheels never stop turning when it comes to generating profit, rapport and direction for her clients.
Head of Enterprise Sales, NYC
Samantha McKenna is an award-winning leader, who leads sales for LinkedIn Sales Navigator’s NYC office. Until recently, she served as ON24’s Regional Vice President of sales, leading enterprise sales and overseeing the legal vertical in addition. She has worked within the SaaS sales, legal and marketing space for ten years and is a thought leader, speaking across the country on topics covering women in tech, sales and leadership, alongside topics of demand generation and content marketing
Samantha is based in Washington, D.C., has been an LMA member for nearly ten years and served four years as a board member of the LMA Capital Chapter, actively volunteers with financial literacy initiatives and writes for publications such as SalesHacker (now Outreach) and SalesforLife while also focusing on the following of her #samsales posts.
Megan M. McKeon
Director of Business Development
Clark Hill PLC
Megan M. McKeon is Director of Business Development at Clark Hill PLC, where she creates and executes firm-wide and practice group business development strategy. Over her fifteen-plus years in legal marketing, she has worked with a variety of practice areas, industry groups, and client teams, and she has a broad exposure to and experience with marketing, business development, practice management, and other administrative functions. Megan is actively involved in LMA, serving in a variety of roles on the international and regional levels, currently as President-Elect of the Midwest Region Board of Directors. She was selected to attend the SmithBucklin Leadership Institute as a representative of LMA in 2015. Megan earned her MBA from Kellstadt Graduate School of Business at DePaul University and her JD from The John Marshall Law School. She is admitted to practice in Illinois.
Chief Executive Officer and Strategy Architect
Content Pilot LLC
Deborah McMurray is founder, CEO and Strategy Architect of Content Pilot LLC, a strategy, design, content and technology company. A former law firm CMO, Deborah and her team represent the largest global law firms, regional powerhouses and high performing local boutiques in the design and launch of websites and proposal centers, experience databases and other marketing technology tools. Content Pilot is also hired to overhaul content strategies, realign and restructure marketing departments and create award-winning positioning/branding campaigns. In 2008, she was inducted into the Legal Marketing Association’s Hall of Fame, and in 2007, was elected as a Fellow in the College of Law Practice Management. In December 2013, she was on the inaugural list of National Law Journal’s “2013 Top 50 Legal Business Trailblazers & Pioneers.” Deborah is the co-author of four ABA books, with her latest released in 2017: “The Lawyer’s Guide to Marketing on the Internet, 4th edition.” Read her Law Firm 4.0 Blog and follow her on Twitter at @ContentPilot.
Chief Client Relations Officer
Schwabe, Williamson & Wyatt PC
Lindsey McReynolds is responsible for keeping clients at the center of all the firm does. She leads a client service team of passionate professionals who serve as Schwabe’s chiefs of staff, helping to build successful relationships that give our clients more value.
Lindsey regularly meets with clients face to face, along with Schwabe’s managing partner, to listen to what’s important to them and what we can do better. Keenly aware that legal services is, at its core, a “people” business, she works with attorneys to address and anticipate client needs.
An experienced client relations professional, Lindsey oversees marketing and business development operations across the firm. Prior to entering the professional services marketing industry, Lindsey worked in Washington, D.C. for a member of Congress. Her experience listening to constituents and seeing issues through their eyes continues to inform the work she does every day on behalf of Schwabe clients.
Danelsy C. Medrano
Feldman Shepherd Wohlgelernter Tanner Weinstock Dodig LLP
Danelsy is responsible for all aspects of Feldman Shepherd’s marketing and business development efforts from strategy to implementation including SEO, SEM, Social Media, Content marketing, media relations along with event planning and budgeting. Before joining Feldman Shepherd, she served as the senior digital marketing manager at the American Law Institute-CLE, managing their digital and traditional media strategy including SEO, SEM Social Media, P.R., and media outreach efforts as well as email marketing. Before transitioning to legal marketing, Danelsy was a senior digital strategist for a digital marketing agency serving clients around the world. Her portfolio of clients included Toshiba, Aeropostale, Disney Resorts among others.
Danelsy earned her B.S. from the Art Institute of Philadelphia majoring in Graphic Design and later received her executive MBA from Saint Joseph’s University. She also serves as a volunteer for the marketing committee of Help Hope Live.
Director of Marketing and Business Development
Pryor Cashman LLP
Michael J. Mellor is Director of Marketing and Business Development at Pryor Cashman LLP.
In this role, Mike works to identify and develop and execute omni-channel marketing and business development strategies to help drive new business for the firm and increase brand awareness.
Mike’s 20-year career has spanned various marketing and business development roles in law, consulting, and in financial services, working at such firms as Paul Weiss, Katten, Deutsche Bank and KPMG. In each role, his focus has been on the development, communication and execution of unique selling propositions through targeted communications to clients and potential prospects.
Kevin L. Miller
Chief Executive Officer
Kevin joined LegalSifter in September 2015 after nearly nine (9) years at Industrial Scientific Corporation (ISC), a global safety company committed to ending death on the job by the end of the century. Kevin completed his tenure as Chief Operating Officer. Prior to ISC, he helped launch an online version of Argosy University, with regionally-accredited bachelors’, masters’, and doctoral programs in business, education, and psychology. Before Argosy, he spent nearly six (6) years in a variety of roles at FreeMarkets and Ariba, its acquirer, in the global sourcing and procurement software space. Kevin holds a Juris Doctor degree from the University of Cincinnati College of Law, a Master of Business Administration degree from the Mason School of Business at the College of William & Mary, and a Bachelor of Arts degree in History from Davidson College. Kevin is also a licensed attorney in the state of Ohio.
Barbara Dorsey Miller
Associate General Counsel
Federal Home Loan Bank of Atlanta
Barbara Dorsey Miller serves as Vice President and Associate General Counsel of the Federal Home Loan Bank of Atlanta (FHLBank Atlanta), which is a U.S. government-sponsored bank that provides reliable funding to financial institutions to support housing finance and community investment. Ms. Miller advises FHLBank Atlanta on a variety of regulatory issues and complex business transactions, including derivatives, secured lending, and commercial contracts. Ms. Miller is a member of FHLBank Atlanta’s Diversity and Inclusion Council and Development Advisory Council. Prior to joining FHLBank Atlanta in 2010, Ms. Miller practiced corporate transactional law at large law firms in New York, Los Angeles, and Atlanta. Ms. Miller earned a J.D. from Columbia University School of Law and a B.A. in History and Science from Harvard University.
Joe Milstone is the Founder and Principal at Legalyze Operations Corporation and Co-Founder, Caravel Law (formerly Cognition LLP). Before the sale of Cognition’s General Counsel-facing business to Axiom Global in 2016, Joe was co-founder and CEO of Cognition, Canada’s first and leading alternative model legal services provider since 2005. Cognition’s (and now Axiom’s and Caravel’s) unique model provides senior, dedicated, business-minded legal advice at affordable pricing through a trimmed down overhead structure and technology advancement.
In 2018, Joe founded Legalyze Operations Corporation, which is dedicated to the advancement of the legal operations discipline in leading legal departments and law firms. Legalyze’s focus is on equipping clients with the optimum combination of traditional and new model resourcing; workflow management and process improvement; technology tools, standardization and automation; and better performance metrics and reporting. Focusing on technology and automation specifically, Legalyze serves as a trusted distribution source which pre-assesses, vets and compares different technologies in different disciplines, and then brings a “best of breed” suite to market for the benefit of both providers and customers. Joe’s role as Entrepreneur in Residence at Ryerson’s Legal Innovation Zone further differentiates Legalyze’s capabilities in that regard.
Joe is also Co-Founder and Chair of Feedback, a technology platform aimed at improving and disrupting the restaurant industry by equipping establishments with a robust data analytics and dynamic pricing engine.
Earlier in his career, Joe served in the capacity of Vice-President, Legal and Business Services at both Magna Entertainment Corp. (horse racing, gaming and entertainment) and Call-Net Enterprises Inc./Sprint Canada (telecommunications). Joe also worked for a number of years in the financial services industry in the legal, policy and lobbying areas on behalf of the Canadian banking and trust industries. Joe began his working career at the law firm of Osler, Hoskin and Harcourt and has also run his own hop on/hop off budget tour company business in Ontario.
Joe holds a joint JD/MBA degree from Osgoode Hall/Schulich School of Business and an Economics degree from the University of Western Ontario. Joe’s family includes his wife, two challenging but fun teenage boys, a ten year old daughter and a newly indoctrinated rescue puppy, Minnie (the only one apparently without privacy rights).
Director of Marketing
Greenberg Glusker Fields Claman & Machtinger LLP
A senior legal marketing professional, Heather Morse partners with lawyers on business development strategies and the business of law. She began her career in legal marketing in 1998, after spending 10 years working with non-profit and member service organizations. After serving in senior marketing positions with AmLaw 100 law firms, Heather is currently the Director of Marketing for Greenberg Glusker LLP where she is charged with overseeing the firm’s business development, marketing and public relations programs. She works closely with firm leadership crafting strategies to drive the firm’s business development, directly contributing to the firm’s top line. Heather’s blog, The Legal Watercooler, is dedicated to the conversations surrounding the business of law. In 2018, Heather was inducted as a Fellow into the College of Law Practice Management.
Chief Marketing Officer
Cahill Gordon & Reindel LLP
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.
Myrland Marketing & Social Media
Nancy Myrland is a Marketing, Business Development, Content, Social & Digital Media Speaker, Trainer & Advisor who helps lawyers 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, helping her clients understand how to grow their practices by making their marketing and business development efforts more relevant to their current and potential clients, and helps lead firms through their online digital strategy.
As an early and constant adopter of social and digital technology, Nancy helps firms with blogging, podcasting, video & voice marketing, & livestreaming.
Nancy recently created The Lawyer's Marketing Academy in response to the 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 as their Director of Marketing. She has been actively involved in LMA via the International & Midwest Boards of Directors, a 6-year Co-Chair of the Social & Digital Media SIG, & a member of committees such as Technology, the Midwest Marketing Tech Conference, & the Marketing Tech Pre-Conference program.
Mary J. Olson
Client Advisor, InterAction
With a past as a successful Marketing Technology Manager at two global law firms, Mary has more than 15 years of experience with CRM, eMarketing and other marketing technologies. She has played key roles developing marketing technology strategy, integrating marketing software with other firm systems and processes and driving firm wide implementation and user adoption. Additionally, as a Marketing Technology Consultant in the professional services industry she assisted firms in choosing and customizing marketing software to best fit the needs of their professionals; revitalizing initiatives and increasing user adoption; and developing best practices for Marketing and Business Development departments. As a Client Advisor at LexisNexis, she focuses on helping clients be successful with their marketing strategy and initiatives by integrating technology into growth strategies and everyday business processes.
Doug Ott Consulting LLC
Doug Ott is an executive coach, trainer, and public speaker who’s 30-year career has encompassed business development, marketing, and sales leadership roles. Almost half of that time has been in the professional services market working with accountants and lawyers. For 8 years, Doug led business development in the West Region for Deloitte’s Forensic and Advisory Practice where he built relationships with Fortune 100 companies and international law firms. Doug was also responsible for coaching Associates, Managers and Partners at Deloitte on how to generate new business through developing and maintaining long term business relationships.
As a former executive leader at several prior companies, Doug not only enjoys coaching sales professionals and professional services practitioners, but also executives in leadership roles. Doug’s pragmatic and strategic approach allows individuals and groups at all levels within an organization to incorporate a more effective way of doing business to drive long term growth.
Outside of work Doug enjoys spending time in the outdoors with his wife, son and three dogs in the Lake Tahoe area.
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.
A. Elizabeth (Lizz) Patrick
Chief Client Officer & Founder
Patrick Law Group
James Peters is the Head of Services for LegalZoom Legal Services, Ltd. where he is responsible for directing product and service development strategies. Prior to joining LegalZoom in 2003, Peters worked at Colorado Lawyers for the Arts and at the Colorado Lawyers Committee. He received a B.A. in political science and international relations from the University of Wisconsin-Madison and an M.B.A. from the University of California, Los Angeles. He holds a J.D. from the University of Michigan Law School and is a licensed attorney in California and a solicitor in England & Wales.
Vice President of Legal, New Market Initiatives
A.Elizabeth (“Lizz”) Patrick is Chief Client Officer and Founding attorney of Patrick Law Group, and, in this role, she sets and executes the Firm’s vision and strategy. Under her leadership, PLG has continued to grow and expand its reputation as an agile, results-driven transactional law firm built upon a culture of robust service, communication and collaboration, with a roster of senior lawyers from in-house experience and an impressive Client list which includes some of the largest companies in the world.
During her 31-year career, she prepared and negotiated thousands of construction, logistics, procurement and other commercial contracts. Ms. Patrick is well known for her deep knowledge and experience in construction and development, and is recognized for her experience with drafting and negotiating design, construction, and procurement contracts for a wide variety of national and international projects, including fixed price, cost plus, and guaranteed maximum cost contracts, master service agreements and variations thereof. She also possesses expertise and experience with a variety of project structures including design-bid-build, design-build, “fast track”, phased design and construction, construction management at risk and not-at-risk, multiple prime, turn-key, and engineering, procurement, and construction (“EPC”) project delivery.
Managing Director, Chief Strategist
Kalev Peekna is the Chief Strategist at One North. He leads the Digital Strategy team, advising clients on the creation and execution of strategic programs to enhance the use of digital for their marketing, business development and knowledge management goals. Kalev brings a cross-platform, user-focused approach to innovations in brand development, design, data analysis and technology, and helps clients apply those innovations to their strategic aims. Previously, Kalev led the UX/Strategy practice at One North. Kalev earned his bachelor’s degree from Brown University. He holds master’s degrees from the University of Chicago and Cambridge University, where he studied as Fulbright Scholar.
Senior Manager, Business Development
Pillsbury Winthrop Shaw Pittman LLP
Vanessa plays a critical role in driving strategic business development initiatives and targeting key prospective clients. A Texas native, she has more than 20 years of experience in the legal industry, including seven years serving as a proposal manager for two global firms. Vanessa currently serves as the Senior Business Development Manager at Pillsbury Winthrop Shaw Pittman supporting the IP practice along with the life sciences and internet and social media industry groups. Her in-depth knowledge of proposal tools includes helping to build proposal and experience systems, working with vendors to ensure team needs are met and developing systems and processes for creating winning proposals. Vanessa serves on the LMASW Regional Board as a Director-at-Large, and she previously served as the co-chair of the Member Engagement Committee for LMA.
Director of Business Development
Baker, Donelson, Bearman, Caldwell & Berkowitz PC
Brook Redmond is the Director of Business Development at Baker Donelson, a law firm with more than 750 attorneys and advisors. She works with attorneys to develop and execute client-centric business plans that focus on providing exceptional service, innovative solutions and enhanced value. Brook focuses on the retention, support and advancement of women attorneys, and the implementation of industry-leading policies that promote work-life balance in her work with the Baker Donelson Women's Initiative.
Brook is an active member of the Legal Marketing Association, and previously served as the co-chair of the Membership Committee (2013 –2014), president of the Southeastern Chapter (2015), and as a member of the Annual Conference Advisory Board (2017). She is also a member of NALP, the Professional Development Consortium and the Worldwide Association of Business Coaches, and is a Registered Corporate Coach and a Certified In-house Trainer for The David Allen Company "Getting Things Done." She obtained her B.A. in philosophy and M.A. in political science from the University of Alabama.
Alumni Program Manager
White & Case LLP
Graziella Reis-Trani is the Alumni Program Manager at White & Case. She oversees the day-to-day management of the Firm’s global alumni program and works on its alumni strategy as a member of the Global Alumni Committee. Graziella has led corporate alumni relations efforts at professional firms for over a decade, working at Cleary Gottlieb Steen & Hamilton LLP before joining White & Case. Graziella is a member of NALP and former Chair of its Legal Employer Alumni Relations Section. She also chairs the Corporate Alumni Programs Exchange (CAPE) LinkedIn group, comprising over 130 corporate alumni relations professionals from the legal, financial, consulting and telecommunications industries. Prior to becoming a corporate alumni professional, Graziella worked at the United Nations Development Program (UNDP), the Quaker United Nations Office, the U.S. Committee for UNDP and the Bildner Center for Western Hemisphere Studies. She has a M.A. in International Peace and Conflict Resolution from the School of International Service at American University and a B.A. in International Relations from Tufts University.
Jennifer Roberts is responsible for the analytics and research component that supports thought leadership and new initiatives at Intapp. Leveraging her skills to advocate, evangelize and build data-fueled products and insight, she examines the legal industry to drive analytical intelligence that informs strategic decisions and solves organizational needs. Prior to joining Intapp, Jennifer was responsible for innovation and development of thought leadership content at Thomson Reuters. Jennifer received her Master’s degree from Humphrey School of Public Policy, with an emphasis on statistical methodology and performance measures within various industries.
Head of U.S. Marketing and Business Development
Freshfields Bruckhaus Deringer LLP
Bob Robertson has helped a diverse group of law firms in organizing, focusing and optimizing their business development and marketing efforts. Currently, as Head of US Marketing and Business Development at Freshfields Bruckhaus Deringer, he leads the global law firm’s business development, marketing, and communications activities in the United States. As Director of Strategic Business Development at Cadwalader, and as CMO at Greenberg Traurig, Bob directed initiatives aimed at generating new business, co-developed and established programs focused on strengthening and expanding existing client relationships, advanced high stakes proposals, and spearheaded supporting marketing and communications strategies. He was an early proponent of approaches that position service delivery as a competitive edge, and has embraced the inclusion of matter management, alternative staffing, pricing, and budgeting into the business development “tool-kit.” Bob is a Past President of LMA’s New York Chapter.
Executive Vice President, Contracts, Compliance and Commercial
Mark joined Integreon in 2009 and, as EVP and Global Head of Contracts, Compliance and Commercial, he is responsible for the delivery of these services worldwide.
Mark is a recognized thought leader in the Alternative Legal Services Provider (ALSP) field. He is a former partner at the first UK law firm to offshore legal work, and is the only person to have addressed the ABA, the Law Societies of England & Wales and South Africa, the Solicitors Regulation Authority, and the International Bar Association on the topic of legal outsourcing. Mark pioneered the development of the collaborative law firm and ALSP delivery model for end-to-end contract management, and led the integration of AI into Integreon’s contract management services. He also developed the first State Bar minimum continuing legal education course on the ethical implications of legal outsourcing.
He has been interviewed by publications including - New York Times, Wall Street Journal and Time Magazine, and been invited to speak as a leading authority on alternative legal services by organizations including: Financial Times, U.C. Berkeley School of Law, Northwestern University School of Law, and Stanford Center for the Legal Profession. Mark is on the Advisory Boards of Suffolk Law School’s Institute on Law Practice Technology and Innovation, and Northwestern University Law School’s Center for Practice Engagement and Innovation. In September 2016 Mark was inducted as a Fellow of the College of Law Practice Management.
Gina F. Rubel
Founder and Chief Executive Officer
Rubel Communications, Inc.
Gina F. Rubel, Esq., is the CEO of Furia Rubel Communications, Inc. Corporate and law firm leaders call on Gina for high-stakes public relations, crisis planning, and incident response support including high profile litigation media relations. One of the most widely acknowledged experts on legal marketing and law firm public relations, Gina Rubel is a sought-after speaker and media expert. Listed among the 2018 Lawdragon Global 100 Leading Consultants and Strategists to the Legal Profession, Gina founded and continues to lead Furia Rubel Communications, the award-winning PR and marketing agency that has become a leading legal marketing and professional service communications boutique.
As the creator of RubyLaw, Jaron leads product development while also setting the strategic vision for the business. Since founding RubensteinTech in 2002, he has seen his small startup expand beyond consulting services into a 35-person, best-in-class enterprise software firm with a growing portfolio of industry-focused marketing technology products.
In addition to his leadership responsibilities, Jaron takes an active role in client relationships and product innovation. Trained as a software engineer, his expertise runs the gamut from advising C-suite officers on information technology strategy to managing the details of complex code in modern development languages and systems. Jaron also mentors junior team members on topics ranging from Linux systems administration to network security.
Jaron is an accomplished author, having contributed to several books in the Sams Publishing Unleashed series. His latest writing project culminated in the development and technical review of several courses in advanced Linux system administration and web development for Logical Operations (formerly Element K Press). He regularly contributes to publications like HOW magazine, MarketingTech, and Law Technology Today.
Before founding the company, Jaron was a software engineer at Lockheed Martin and Reuters. He is an Eagle Scout, an avid camper, and has a weakness for Nerds (the candy). When Jaron’s not working or exploring new, cutting-edge technology—which is rare—he’s at home in New Jersey with his wife and two children.
He holds a BS in Computer Science and a BA in Psychology from Binghamton University.
Jenna K. Schiappacasse
Director of Client Development
Rosenberg Martin Greenberg, LLP
Jenna K. Schiappacasse is Director of Client Development at Rosenberg Martin Greenberg, LLP, a mid-sized business law firm headquartered in Baltimore, Maryland. With over thirteen years of experience in the legal industry, she is currently in a market-facing role focused on connecting the firm's clients with its attorneys, driving new business to the firm, executing on the firm’s client feedback program, and coaching and supporting the firm’s attorneys in their business development initiatives. She also oversees the firm's positioning and exposure in the marketplace, brand awareness, pitches and proposals, and firm-wide business development efforts. She is a frequent writer and speaker on topics including professional development, firm leadership, client service, and the evolving landscape of legal marketing. Jenna is currently serving as the 2019 President of the Mid-Atlantic Region Board of Directors for the Legal Marketing Association, and as an adjunct member of LMA's Advocacy Advisory Council.
Managing Director, Experience Design
As Managing Director of Brand and Experience Design, Ryan Schulz is responsible for making sure clients’ true character is represented in everything his team does: messaging, brand, user experience, visual design and front-end experiences. With more than 15 years in brand consulting, he helps clients break through the sea of sameness that plagues the world of professional services. Previously, Ryan served as Vice President of Marketing and Communications for Vosges Haut-Chocolat and also as Director of Brand and Communications Strategy at VSA Partners. Ryan has a B.A. in English Literature and a Minor in Creative Writing from Taylor University.
Director of Business and Practice Development
Seward & Kissel LLP
Andrew M. Scott is the Director of Business & Practice Development for Seward & Kissel LLP, a New York-based law firm with 175+ lawyers firmwide. With more than twelve years in legal marketing & business development, Andrew has extensive experience working for some of the world’s leading law firms and their senior most partners and executives.
Director of Marketing
Margolin, Winer & Evens LLP
Tracey is an award-winning storyteller, producer of a bi-monthly live storytelling show, “Now You’re Talking!”, workshop leader, public speaker and mid-Atlantic board member of the National Storytelling Network. Her true stories have appeared on The Moth Radio Hour on NPR and the Story Collider and Risk! podcasts. For the past 15 years, she has headed the marketing department at two Top 100 NYC public accounting firms. In September 2018, Long Island Business News named Tracey as one of the Top 50 Most Influential Women in Business for her work in advancing the art and craft of storytelling.
Chief Marketing and Business Development Officer
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
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.
Roy E. Sexton
Senior Manager, Marketing
Clark Hill PLC
Roy Sexton has nearly 20 years of experience in marketing, communications, business development, and strategic planning, having held executive roles at Deloitte Consulting, Oakwood/Beaumont Health, Trott Law, St. Joseph Mercy Health, and Kerr Russell Law. He is currently at Clark Hill.
He has been heavily involved in the Legal Marketing Association since 2011 as a board member, content expert, and presenter. He is treasurer-elect currently for the Midwest Regional Board of Directors. He was named a Michigan Lawyers Weekly "Unsung Legal Hero" in 2018.
He earned his Bachelor’s degree from Wabash College, and holds two masters degrees: an MA in theatre from The Ohio State University and an MBA from the University of Michigan. He is a graduate of Leadership Detroit and Leadership A2Y, was a governor-appointed member of the Michigan Council of Labor and Economic Growth, and was appointed to the Michigan Mortgage Lenders Association Board of Governors in 2012.
He also sits on the boards of Ronald McDonald House Charities of Ann Arbor, Royal Starr Film Festival, Mosaic Youth Theatre of Detroit, and encoremichigan.com. He is a published author with two books Reel Roy Reviews, Volumes 1 & 2.
Mona Y. Sheth
Public Policy and Business Development Manager
Nixon Peabody LLP
Mona is the Public Policy and Business Development Manager at the law firm of Nixon Peabody. She is dedicated to advancing meaningful changes at the state and federal level. She has a 7 year track record of implementing policy advancements and working within the regulatory framework to broker solutions. She manages the business development and marketing efforts for energy, environment, and infrastructure groups, ensuring that market trends such as energy battery storage, virtual power purchase agreements, etc., are identified and analyzed appropriately. She is an active member of the Nixon Peabody Sustainability Program.
Marcie Borgal Shunk
President and Founder
The Tilt Institute Inc.
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 and 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.
Tracey (Serber) Silver
Pitches and Pursuits Manager
With over a decade of proposal management experience, Tracey Silver has a firm grasp on every area within the pitch process including, but not limited to, evaluating an opportunity, developing a winning strategy, writing compelling content, and preparing presentations. Although she did not start her career in legal services, she has been able leverage her knowledge of other professional services and apply it to the legal market. As the Pitches and Pursuits Manager for Hogan Lovells, a global firm with over 2,800 lawyers, Tracey is responsible for overseeing complex, multi-practice, and multi-jurisdictional proposals. Tracey was recently name as one of the Association for Proposal Management Professionals (APMP) 40 under 40, and her team has been recognized as 2017-2018 “Bid and Proposal Team of the Year” by APMP.
Chief Legal and Compliance Officer
DHL Supply Chain Americas
Mark leads the company’s legal, commercial contracts management, and compliance teams. He also serves as Global Chair of the company’s Supply Chain Legal Services Practice Group. The company employs 48,000 associates throughout the Americas and provides third party logistics, supply chain management, and contract packaging services to many of the world’s largest companies.
Prior to joining DHL, Mark served as Senior Vice President, General Counsel and Chief Ethics Officer of Safelite Autoglass where he led the Legal, Human Resources, Ethics, and Government Affairs departments. Prior to joining Safelite, Mark served as Senior Corporate Counsel with The Sherwin-Williams Company.
Mark received his Juris Doctorate degree from the Cleveland Marshall College of Law and his Bachelor of Arts Degree from John Carroll University. He is a member of the Board of Directors of Columbus 2020, the economic development organization for the eleven county Columbus, Ohio region. Mark also serves as a member of the Board of Advisors of Elevate Services and the Board of Visitors of the Cleveland Marshall College of Law where he was recently inducted into the College’s Hall of Fame. Mark also serves as a member of the Board of Qualmet LLC, a legal technology company. He is a frequent speaker, and the author of numerous articles and publications, on the changing dynamics of the legal industry.
Rina J. Sproat
Chief Operations Officer
Kleinberg, Caplan, Wolfe & Cohen PC
Rina Sproat is currently the COO of Kleinberg Kaplan, a New York based mid-sized law firm focused on representation of investment funds and emerging companies, as well as a wide variety of real estate developers, family offices and high-net worth individuals. She has extensive experience in the legal industry, having worked at Clifford Chance, Shearman Sterling, Baker Botts and Baker & McKenzie in New York (8 years), London (2 years) and Tokyo (10 years). Rina has worked in various roles at law firms including being an antitrust case manager; information officer; proposals manager; client relations manager; director of business development, marketing and communications; chief of strategy implementation; and finally, chief operating officer. Her background in various areas of the legal business allows her to have a keen insight into effective and efficient business professional management. She is also very adept at devising creative solutions to achieving and maintaining a productive staff.
Director, Market & Competitive Intelligence, Client Development
Osler, Hoskin & Harcourt LLP
Milosz works with Osler’s leadership team to answer the most pressing questions about the firm’s clients, competitors, industry trends and future opportunities and threats that could impact the firm and its business. During the past seven years Milosz has led a number of critical initiatives including strategic business planning, client satisfaction program, development of the firm’s international strategy, and implementation of a modern, integrated CRM system.
When not launching the largest and most complex CRM implementation in the Canadian legal market, he works with colleagues in Marketing, Finance and Technology to find solutions to serve Osler’s clients more efficiently and effectively.
Prior to Osler Milosz worked at KPMG following roles in strategy and market advisory in financial and consulting industries.
Milosz holds Master degrees from Yale University and SOAS University of London as well a Bachelor degree from University of Colorado. After living in Europe and the United States, he now calls Toronto home.
Global Alumni Relations Manager
Latham & Watkins LLP
With 15 years of experience in the legal industry, Amanda Stipe is a business development professional with proven ability to identify, develop, and implement creative activities that strengthen client relationships and grow revenue. As the first Alumni Relations professional at Latham & Watkins LLP, Amanda is the chief strategist and management lead for the development, launch, and administration of the award-winning LathamAlumni program, a multi-pronged program that connects, engages and advances Latham's robust alumni community. Prior to finding her professional passion engaging alumni, she was responsible for initiating and managing all aspects of strategic business development and client-focused programs for the Northern California regions of Latham as well as Gibson, Dunn & Crutcher LLP. Amanda is a longtime member and leader of the LMA’s Bay Area Chapter, holding multiple leadership positions including Chapter President in 2010, and is currently Vice-Chair of NALP’s Legal Employer Alumni Relations Section. She has a B.S. in Business Administration from the University of California, Riverside.
Legal Marketing and Business Development Consulting
Heather Suttie & Associates
Heather Suttie is an internationally recognized legal marketing and business development consultant. She works with lawyers, law firms and legal service providers — Global to Solo — BigLaw to NewLaw — helping them claim a distinctive position in the dynamic legal services sector resulting in greater market share, revenue and profits.
Heather is known for executing on strategic projects that matter, including:
- Differentiated positioning in unique markets that target core strengths
- Innovative, high-profile brand campaigns that establish new markets domestically and abroad
- Aggressive, tightly-focused business development growth strategies resulting in quality client work, significantly increased revenue, and sustained competitive advantage
— all built on helping legal professionals forge trusted relationships by putting their clients first.
Her legal career began as the sole marketing counsel to Donahue LLP that operated from 1997 to 2003 within EY as Canada’s first and so far only Big Four multidisciplinary (MDP) business law firm. Uniquely qualified and experienced as a conduit within and between traditional and non-traditional legal enterprises, her client roster includes many of the world’s most respected law firms and legal service companies.
An industry thought leader since 2001, Heather presents at legal conferences and retreats. She is a commentator on global legal markets and industry trends, and is a featured author in numerous international legal publications. She blogs about how to thrive rather than merely survive in the rapidly evolving global legal services sector at heathersuttie.ca
Global Pitch Infrastructure Manager
Ger Thor is the Global Pitch Infrastructure Manager at Hogan Lovells US LLP and has over 10 years of marketing technology experience. She recently launched a new global pitch system to the 300+ M&BD team at Hogan Lovells. Prior to overseeing the pitch technologies, she managed the firm’s CRM and e-marketing tools. In 2017, her Pitches & Pursuits Team won the Association of Proposal Management Professionals’® (APMP) Bid and Proposal Team of the Year Award, which recognized the team “for building a cohesive, effective proposal team that demonstrates industry best practices, thought leadership, and a commitment to the professional development of its members.” In her spare time, she enjoys cooking and spending time with her husband and three young kids.
Jasmine C. Trillos-Decarie
Chief Client Service Officer
Stoel Rives LLP
Jasmine Trillos-Decarie is the Chief Client Service Officer of Stoel Rives LLP, a leading U.S. corporate and litigation Am Law 200 firm. A leader in her field, Trillos-Decarie has spent more than 20 years in marketing and business development at international Am Law 100 and 200 firms. Her expertise includes advising law firm management on incident response planning and management, designing and implementing business development and marketing plans that support strategic and financial objectives, and successfully leading, motivating and coaching cross-functional law firm teams.
Anne Malloy Tucker
Chief Marketing Officer
Hunton Andrews Kurth LLP
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.
Douglas B. Tumminello
Lewis Roca Rothgerber Christie LLP
Doug Tumminello’s practice focuses on complex business, business tort, and intellectual property litigation, including matters involving claims against consumer product companies, recreational service providers and outdoor recreation companies. He represents a variety of well-known business and non-profit entities as litigation and trial counsel and has tried cases in the state and federal courts of Colorado and Wyoming as well as in private arbitrations, and has argued before Colorado and federal courts of appeal. Doug’s litigation experience includes product liability, negligence and intentional acts, supply chain, intellectual property, waiver/exculpatory contracts, and insurance-related claims. Doug regularly advises businesses concerning formation, corporate governance and compliance, risk management and strategic planning issues.
Doug is the Vice-Chair of the Colorado Bar Association’s Military & Veterans Affairs Section and chair’s the section’s monthly pro bono legal clinic “Colorado Lawyers for Colorado Veterans.” The clinic serves the various legal requirements of indigent military veterans throughout Colorado by pairing the veterans with attorneys willing to work on a pro bono or needs-based basis.
Doug serves as the Co-Chair of the firm's Sports and Outdoor Recreation industry team. Doug is also an extreme adventurer who has summited Mt. Everest and set world records for rowing a row boat 3,600 miles across the Indian Ocean from Australia to Mauritius. Most recently he attempted to ski solo and unsupported from the coast of Antarctica to the South Pole, although his attempt was thwarted by weather and injury. He is a well-regarded national speaker and has given a number of keynote addresses to business, civic and nonprofit organizations, schools and churches.
Elizabeth W. Tumminia
Chief Marketing Officer
Pashman Stein Walder Hayden, P.C.
Elizabeth Tumminia is the Chief Marketing Officer at Pashman Stein Walder Hayden, a top-tier high-stakes litigation firm in New Jersey. Liz has more than sixteen years of experience in legal marketing and business development with a consistent record of success. She creates and executes firm-wide and practice group strategy and works closely with attorneys on business development coaching, marketing initiatives and digital promotion.
Prior to joining Pashman Stein Walder Hayden, Liz was the Director of Marketing and Business Development at Drummond Woodsum in Portland Maine, where, in addition to developing firmwide marketing strategies, she managed the firm’s subsidiary business whose mission is to improve the education of children throughout the state of Maine. Previousally, Liz was the Regional Marketing Manager for the New York office of Arnold & Porter and the Director of Marketing at Pryor Cashman LLP.
Liz earned her BS and MBA from Green Mountain College in Poultney, Vermont. She has also earned a certification in Law Firm Management from The George Washington University in 2017.
Manager, Peer Monitor
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.
Brent joined Peer Monitor in 2011 and previously held positions with Gartner and Wright Medical.
John Matthew (JM) Upton
Director of Digital Strategy and Analytics
JM Upton is the head of digital strategy and analytics at Greentarget. He is a digital marketing expert with over a decade of field experience in user-centric design, web analytics, and demand generation. An unabashed digital evangelist, JM relishes the opportunity to lead stakeholders "into the light" of data-driven optimization and has led successful eCommerce implementations from both the agency and client sides. As a consultant, he worked with Fortune 100 and 500 companies including Applied Materials, Johnson & Johnson, and Thermo-Fisher Scientific; most recently, he built the Web Analytics program from scratch at Ricoh USA.
Chief Knowledge Officer
Bilzin Sumberg Baena Price & Axelrod LLP
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.
Chief Marketing Officer
Baker Botts LLP
Gillian Ward leads the marketing and business development team and is a member of the Executive Committee at Baker Botts, an AmLaw 50 firm, with offices in the U.S., Europe, the Middle East and Asia. With a team of 40 professional staff located around the world, Gillian oversees top line revenue development through initiatives and projects focused on sector, practice and client growth.
Gillian has built a team that is known across the firm for its value add and pragmatic approach to business development, where the use and interpretation of data in driving thinking and decision making is integral to strategic initiatives. She is a regular speaker and panellist at legal management conferences and served as Chair of the 2016 LMA Annual Conference Advisory Committee.
Stanton Allen Limited
Michael Warren is a CRM consultant and director at Stanton Allen. Michael has spent 20 years working with firms to implement CRM systems successfully. Michael founded Stanton Allen in 2008 having spent many years working with firms to fix problems arising from poor data quality and low adoption rates. His mission is to help clients identify the critical success factors for their CRM and implement simple, practical and realistic measures to achieve them.
Director of Communications and Marketing
Motley Rice LLC
As Director of Communications and Marketing for Motley Rice LLC, one of the nation's largest plaintiffs' firms, Erin leads a six person in-house communications and marketing team responsible for all aspects of communications and marketing strategy, planning, oversight and implementation for digital and traditional marketing and public relations, including content planning and creation, SEO, SEM, measurement and analytics, media relations, thought leadership and speaking opportunities, social media, internal communications, collateral, and digital agency management. Firm litigation and trial areas include anti-terrorism and human rights, antitrust, asbestos and mesothelioma, aviation, catastrophic personal injury, medical drug and device injuries, opioid and securities and consumer fraud.
Prior to joining Motley Rice, Erin was VP of Marketing and Communications for Kaleidoscope Youth & Family Marketing and Director of Public Relations and Social Media for Rawle Murdy Associates in Charleston, working with Nickelodeon, Carnival Cruise Lines, Piggly Wiggly, Wild Dunes Resort and many others.
Lee Y. Watts
Chief Marketing Officer
Smith, Gambrell & Russell LLP
Lee Watts is the CMO at Smith, Gambrell & Russell. She has over fifteen years of experience in legal marketing with consistent record of professional growth. She works closely with attorneys with business development coaching, client service feedback, digital marketing and brand strategy. She also enjoys leading her marketing team and encouraging leadership and growth.
Lee earned her Bachelor’s from Ohio University and her MBA from Georgia State University. She also earned her certification in business development coaching from LawVision. She is active in the community, and enjoys public speaking, fitness, reading and writing.
Chief Marketing and Business Development Officer
Stinson Leonard Street LLP
Jill Weber is Chief Marketing and Business Development Officer for Stinson Leonard Street, where she is responsible for creating and executing marketing and business development strategies, including Fast Forward®, a nationally recognized integrated business development initiative. Jill was the 2017 LMA President; was named to the National Law Journal’s inaugural list of "50 Business of Law Trailblazers & Pioneers;" and is a Fellow in the College of Law Practice Management. She has attended Harvard Law School’s “Leadership in Law Firms” executive education program. Jill successfully led the marketing communications strategy for the Stinson Leonard Street merger in 2014 and is actively involved in ongoing integration and client growth strategies.
Bespoke Marketing Partners LLC
Toni Wells has 22 years of business development and marketing experience in both public and private sector organizations. Her primary focus over the past fourteen years has been business development and client relationship management in the legal services industry, in which she works with individual lawyers and practice groups to develop and execute business development plans. Prior to consulting, Toni served in business development leadership positions at three AmLaw 100 law firms. Toni earned a Masters in Marketing from Johns Hopkins University and a B.A. in English from the University of Maryland at College Park. She is also a Certified Everything DiSC® trainer.
Media Relations & Communications Manager
Erin West draws on almost 20 years of experience to manage media and public relations programs around the world for Dechert LLP. 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 a few technology-focused communications and marketing services agencies in the Washington, DC and Boston, MA metro areas where 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.
Scott A. Westfahl
Professor of Practice and Faculty Director, Harvard Law School Executive Education
Harvard Law School
Scott Westfahl is the Faculty Director of HLS Executive Education and also teaches courses on problem solving, teams, networks and innovation within the law school’s J.D. curriculum. As the Faculty Director of the Executive Education program, he leads the HLS effort to support and develop lawyers across the arc of their careers, particularly as they advance to new levels of leadership and responsibility. He oversees and teaches in Executive Education’s core, global leadership programs for law firm managing partners, emerging law firm leaders and General Counsel. He also collaborates with HLS colleagues and other Harvard faculty to design and teach custom programs for law firms, law departments and other legal-related organizations. He focuses his Executive Education teaching and writing on leadership, motivation and development of professionals, and organizational alignment from a talent management and diversity and inclusion perspective.
Professor Westfahl joined HLS from the law firm Goodwin Procter LLP, where he served from 2004-2013 as the firm’s Director of Professional Development. In that role, he was responsible for all aspects of the professional development of the firm’s attorneys and staff, focusing on organizational and leadership development, feedback, mentoring, career progression, diversity, professional skills training, attorney and staff integration and transitions and alumni. As a Lecturer on Law from 2010-2013, he teamed with Professor David Wilkins to teach an 80-student section of the law school’s Problem Solving Workshop for first-year students. In 2008, Professor Westfahl was chosen as one of Law Firm, Inc. magazine’s five “Innovators of the Year” for his development of a cutting edge attorney assignment system and database called iStaff, which effectively ties attorney work assignments to their professional development needs. From 2009 to 2011, he served as the Chair of the Professional Development Consortium, a 450-member professional association for law firm professional development and training leaders across North America and the U.K. Professor Westfahl frequently lectures and comments upon talent development within professional services firms and is the author of the book You Get What You Measure: Lawyer Development Frameworks and Effective Performance Evaluations (NALP, 2008).
Prior to his work at Goodwin Procter, Professor Westfahl spent six years leading professional development for the Washington, D.C. office of McKinsey & Company. He is also an experienced business and federal regulatory attorney, having practiced law with Foley & Lardner’s Washington, D.C. office from 1988 to 1998. Professor Westfahl earned his J.D. from Harvard Law School in 1988, and graduated summa cum laude from Dartmouth College in 1985.
Keith N. Wewe
Vice President, Strategy and Solutions
Content Pilot LLC
My name is Keith Wewe and I’m the VP of Strategy and Solutions at Content Pilot, a marketing, technology and business development consultancy for law firms, and former International President of the Legal Marketing Association. One of the many aspects of my work is to connect the dots for clients between the receipt of proposal or RFP and a huge win. To do that, I work with large firms to regional boutiques creating laser-focused proposal content, differentiating template designs, go/no-go plans, response strategies, win/loss debriefs and analytics research that help them create better proposals with the goal of achieving that win. You can follow me on Twitter at @kwewe and Linked In at www.linkedin.com/in/keithwewe. Or – you can read my bio at www.contentpilot.com/our-team/keith-n-wewe/
Director of Marketing and Business Development
McNair Law Firm PA
As Director of Marketing and Business Development at McNair, Kathryn Whitaker works closely with the firm’s leadership and practice groups to develop and implement marketing and business development plans, while overseeing efforts to facilitate cross-office and cross-practice collaboration for the benefit of firm clients. Kathryn also manages all aspects of the firm’s branding and marketing strategy, including communications, media and public relations. Her previous roles include overseeing the business development efforts for the Southeast region of a global law firm and managing the marketing function for regional law firms based in North Carolina and South Carolina. She served on LMA’s Board of Directors from 2015-2018 and as LMASE Southeast President in 2013.
Rachel Shields Williams
Senior Manager, Experience Management
Sidley Austin LLP
Rachel Shields Williams is the Senior Manager, Experience Management at Sidley Austin. In her current role with the organization, she blends her 15 years of marketing and business development experience with her passion for technology. She helps lawyers and marketers understand how they can apply technology to their business development and marketing activities in order to increase their effectiveness, operational efficiency and get results. With her experience in marketing and business development, she seeks to identify opportunities to take the pain out of the regular blocking and tackling tasks that marketers face each day and to help them create synergies in existing processes; that gives them more time to tackle the innovative projects that help grow the organizations bottom line
Adams and Reese LLP
With experience that spans boutique litigation firms to full-service global mega firms, Rebecca Wissler has worked at all levels of the legal industry. She is the Practice Director at Adams and Reese LLP and has also led business development initiatives for AmLaw50 firms Sidley Austin and McDermott. Rebecca leads the business development team at Adams and Reese and works directly with firm leadership on practice management initiatives and develops strategies around client retention, marketing and media relations. Rebecca has been active in the Legal Marketing Association since chairing the local New Orleans/Baton Rouge city group over a decade ago to currently serving as co-chair of the LMA International Governance Committee. Because of this experience, she understands the necessity of LMA programming being applicable to professionals across our industry and has contributed to many of the association’s programming and education initiatives to maximize their value for all LMA members.
Rebecca earned her Master’s in Integrated Marketing Communications from West Virginia University and emphasizes the integration of the various sectors of marketing in every aspect of what we do.
John T. Witts
Senior Marketing Technology Manager
Drinker Biddle & Reath LLP
John Witts is Senior Marketing Technology Manager for Drinker Biddle & Reath LLP, an AmLaw 100 firm. In his role, he manages development, maintenance and administration of the firm’s marketing technology resources including the external website, blogs and other web properties, SEO and analytics, CRM and email marketing solutions, and others. 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.