Catherine Alman MacDonagh, JD, teaches and provides training and consulting services in process improvement and project management, strategic planning, marketing and business development. A Legal Lean Sigma Black Belt and a certified Six Sigma Green Belt, MacDonagh is the Chief Executive Officer and a Founder of the Legal Lean Sigma Institute (LLSI). A former corporate counsel and law firm executive, she is now an adjunct professor at Suffolk Law School and George Washington University's Master of Law Firm Management Program, as well as the author of Lean Six Sigma for Law Firms.
Andrew Baker is a Senior Director at HBR Consulting and leads the company's Digital Services and Analytics Practice. He has over 10 years of experience in delivering strategic, operational, and technology advice and solutions to law firms and corporate legal departments. Andrew specializes in working with clients to reimagine and modernize legal services to increase efficiency, improve predictability, enhance customer experience, and reduce risk. Andrew's practice focuses on digital services, data analytics, knowledge management, service design, and process improvement as applied to legal practice.
Jeff Barlow is a Co-Founder of Nimble Services LLC, a legal consulting and alternative legal services company. Nimble helps companies optimize legal spend and legal service delivery through evaluating a company's legal operations, processes and procedures. He also helps law firms establish more efficient legal service delivery processes to pass on more value to clients. Barlow is an experienced General Counsel who was responsible for all legal aspects of transaction, litigation and compliance.
Derek Barto is a Principal in Armanino's Law Firm Services Group where he spends 100% of his time consulting with law firms. He provides consulting services on critical issues that law firm managers encounter, including advising on partner compensation methodologies, merger and acquisition analysis, firm start-ups, restructuring, profitability improvement analysis, and analyzing and benchmarking data in comparison with industry statistics.
Barto's clients range from start-up law firms with less than 10 attorneys to multi-office firms with over 100 attorneys operating in multiple states. He also manages tax return and financial statement engagements for his law firm clients.
Pamela Blank Woodruff is the Firm Administrator at Sequor Law, PA. Her experience in finance and administration ranges from working as a Private Banking Lending Officer and as the Director of a private school serving children 18 months of age through fifth grade. These positions have developed a diverse skill set that she uses daily while analyzing financials, employing IT programs effectively and handling HR situations. Additionally, she's a member of ALA and the South Florida Chapter.
Maureen Brady is a 30-year veteran of the global corporate travel industry and joined Ovation in 2017. As Senior Vice President, Client Solutions Group, Brady is responsible for all account management initiatives, ensuring timely and successful travel service delivery, cost savings solutions, customer satisfaction, client retention and travel technology innovation for their clients. Prior to joining Ovation, she held senior leadership roles at mid- and large-market travel management companies including client and consulting services, operations, technology and sales. She is an active member in GBTA, WINiT and ACTE. She attended Marquette University where she studied Economics.
Lance Breger is the Chief Executive Officer of Infinity Wellness Partners, a national corporate wellness company that prepares law firms for the most productive and healthy work life through four areas of on-site/online training: fitness, nutrition, mind/body and ergonomics. Over his 18-year career, Breger has been named one of the Top 50 Health Professionals in the nation by the Wellness Council of America, an IDEA Health & Wellness Association Program Director of the Year and an ACE Master Instructor.
Elizabeth Brooks is the Co-Founder of Nimble Services LLC, where she drives overall business strategy and leads the HR and professional development practice area. Nimble works with law firms and companies to make legal, HR and talent their strategic differentiator. Before devoting her work full time to Nimble, Brooks held strategic HR positions in large, global companies like Eaton Corporation, Precision Castparts and Swagelok.
Katie Bryant, CLM, is the Executive Director for Udall Shumway PLC in Mesa, Arizona. She has been with the firm for more than 16 years. Prior to her career in legal management, she was a project manager for Omega Legal Systems. Bryant is currently serving as the Chair of ALA's Business Partner Relations Team. She has been an active member of ALA since 2000 and has held various leadership positions, serving on the ALA Board of Directors (2014-2018), as Region 6 Communications Officer, on the Annual Conference Committee (two years), on the Association Nominating Committee, on the Regional Nominating Committee, and as President of the Greater Phoenix Valley of the Sun Chapter. Bryant has been a speaker for the last five years at both the Chapter Leadership Institute and the Association Leadership Institute.
Adam Citron brings more than 15 years of successful IT, strategy, sales, marketing, entrepreneurial and managerial experience to any organization and has a unique ability to explain complex IT concepts with a very nontechnical method. Citron spends his time talking with business owners and C-level executives to cut through the confusing marketing mess of IT, and specifically the cloud, to provide clear-cut education and strategic direction.
Michael S. Cohen, JD, is a Partner at Duane Morris LLP in Philadelphia in the firm's Employment Services Practice Group, where he concentrates his practice in the areas of employment law training and counseling. A highly rated ALA speaker, he has trained and counseled employees throughout the country on employment subjects, including harassment prevention, diversity, discipline, hiring, firing, recruiting, performance evaluations and compliance.
Stephen Cole is the Director of Client Technology & Strategy at Mattern & Associates. Cole has more than 20 years of expertise in consulting for large law firms, including areas regarding litigation support, records and information management, cost recovery and end-to-end e-discovery services. He's gained his experience both on the service provider and law firm sides, including as the Vice President over the legal business unit at Pitney Bowes Management Services and as a Regional Vice President of Ipro Tech.
David Constantine is a Compliance Projects Manager with Logical Computer Solutions in Mobile, Alabama. Logical provides business technology solutions for professional organizations in Mississippi, Alabama and Florida. He consults with professional clients on information security and compliance. Prior to this position, Constantine was the Administrator/Chief Operating Officer for Lyons, Pipes & Cook, which became part of Phelps Dunbar LLP in July 2010. He has a background in banking, financial reporting and internal auditing. Constantine served a term on the ALA Board of Directors and as President of the Association. He remains an active member of the Mobile, Alabama Chapter of ALA.
Warren Cook leads SymbianceHR and consults with small to mid-size organizations across industries nationally. He provides strategic advisory services on human resources infrastructure, policy development, risk management of employment practices, workforce communication, employee relations, engagement training and process engineering to maximize the productivity of the workforce. Cook has been providing coaching and human resources services to business leaders, human resources professionals and C-suite executives successfully for 24 years.
Timothy B. Corcoran is a Principal with the Corcoran Consulting Group and a Past President of the Legal Marketing Association. In his practice, he advises law firm leaders, in-house counsel and legal service providers on how to profit during a time of great change. This includes assisting law firm leaders with business strategy, primarily in the areas of operational excellence and business growth, and assisting in-house counsel with managing preferred provider programs.
James L. Cornell, III, leverages 20 years of management and leadership experience in law firms — along with membership in the Association of Legal Administrators (ALA) — to bring together the holistic perspective of today's legal management professional. He focuses on communication, collaboration, education, leadership, vision and creative solution generation to address the administrative and operational challenges of modern legal organizations. As President-Elect of ALA, his focus has been on opportunities to partner with alliance associations and their members for the purpose of achieving optimal education, skill development and strategic leadership throughout all areas of the business of law. Cornell is a recent transplant from Austin, Texas, to the Mid-Atlantic region as the Office Administrator for Shook, Hardy & Bacon LLP in their Washington, D.C., office.
Nichole Cornwell is currently Senior Office Administrator in the St. Louis office of Husch Blackwell, LLP and has management responsibility over several additional offices. Previously held positions include Paralegal and Paralegal Manager at Cordell & Cordell, P.C. Cornwell has 14 years of experience in the legal industry with proven achievements in leading firmwide initiatives, including being an instrumental member of Husch Blackwell's task force assigned to successfully implement a new administrative support structure. She received her Bachelor of Arts in Legal Studies from Maryville University and has served in multiple leadership positions in the local ALA Gateway Chapter, most recently as President of the Board.
Brian Cuban, the younger brother of Dallas Mavericks owner and entrepreneur Mark Cuban, is a Dallas-based attorney, author and addiction recovery advocate. He has been in long-term recovery from alcohol, cocaine and bulimia since April 2007. He has authored two books that address the mental health issues and addiction that destroyed his career, and he has spoken at colleges, universities, conferences, nonprofits and legal events across the United States and Canada. Cuban has also appeared on prestigious talk shows and numerous media outlets around the country. He is a graduate of Penn State University and the University of Pittsburgh School of Law.
Sherry Cushman is Executive Managing Director and Leader of Cushman & Wakefield's Legal Sector Advisory Group (LSAG), where she has spent more than 31 years advising legal sector tenants. With more than 300 advisers globally, she coordinates LSAG's initiatives and national benchmarking, and serves as a thought leader and strategist. Her focus is on implementing real estate solutions that integrate firms' business, financial and operational goals, focusing on improving profitability and strategy development.
Arup Das is the Founder and Chief Executive Officer of New York-based Alphaserve Technologies, a digital transformation advisory and managed services technology service provider to legal, financial, health care and global multinationals. Over his 20-plus year career as an entrepreneur in the technology services industry, Das has founded three successful venture capital and private equity-backed IT services companies serving global enterprise clients. He is a thought leader in the industry of digital transformation strategy and technologies, and has domain expertise in asset management, and legal and media industries.
Gordon H. Einstein, Esq., is a hybrid Crypto-Attorney, Technologist and Enterprise Strategist. He received his undergraduate degree in politics in 1991 from Brandeis University in Boston and then received his JD in 1995 from the USC Gould School of Law in Los Angeles. Most of his law practice involves working with crypto, blockchain and fintech startups and funds. This was formalized as CryptoLaw Partners in 2017. Einstein frequently speaks and educates in the United States and abroad, quite often in Ukraine. Some common themes are issues and developments relating to cryptocurrency, the legal aspects of financial technology, structuring blockchain startups, ICOs and AML/KYC compliance.
Tracy Elmblad currently holds the dual role of Chief Information and Operating Officer at Hinshaw & Culbertson, a firm with 20 offices and more than 450 lawyers. Hinshaw recently moved its largest office in Chicago, and it was named one of Crain's "11 Coolest Offices in Chicago 2018." Elmblad was formerly the Chief Information Officer of Bingham McCutchen, an AmLaw 50 firm with 1,000 lawyers and 29 offices. She was Co-Founder and Managing Partner of Aztech Consulting Group, LLC for 11 years before going in-house.
Frederick J. Esposito, Jr., MBA, CLM, is Chief Operating Officer of the regional law firm Rivkin Radler LLP, and has more than 25 years of law and accounting firm experience. He is a frequent speaker and author of articles on a wide-range of topics, including alternative fee arrangements and law firm profitability models. In December 2016, he became a Faculty Advisor for the Nassau County Bar Academy of Law, in June 2013, he was inducted into the National Speakers Association and in 2012 was named Long Island Business News' CFO of the Year. He is the only Certified Legal Manager on Long Island.
Molly Fletcher is a trailblazer — a rare talent of business wisdom, relationship brilliance and unwavering optimism. As a Chief Executive Officer, she shares her unconventional and unique techniques that made her one of the first female sports agents in the high-stakes, big-ego world of professional sports and now a successful entrepreneur. Fletcher spent two decades as one of the world's only female sports agents.
She has been featured in ESPN, Fast Company, Forbes and Sports Illustrated. She is the author of four books and the founder of an e-learning platform that provides personal and professional development content for individuals and companies. Fletcher has been recognized by Michigan State University with the Outstanding Alumni Award and has received numerous other awards. Fletcher earned a bachelor's degree in communications from Michigan State University while captaining the women's tennis team. She finds her greatest joy at home in Atlanta with her husband, Fred, and their three daughters.
David H. Freeman, JD, a former practicing lawyer, is the award-winning Chief Executive Officer of the David Freeman Consulting Group and Founder of Law Firm CultureShift®. He is an author, speaker, consultant and coach who has shown thousands of lawyers and leaders how to become better rainmakers. For three consecutive years, Freeman was voted the No. 1 Law Firm Business Development Consultant and Coach in nationwide National Law Journal surveys, and for 24 years, he has worked with hundreds of law firms worldwide. Freeman is a highly rated speaker, trainer and consultant, and he has written four books (including two best-sellers) on law firm leadership and business development.
Michael Furlong is Vice President of Underwriting for CNA Insurance's Specialty Lines Group. In this role, Furlong has responsibility for the global insurer's lawyers professional liability program, which focuses on law firms with fewer than 35 lawyers, and its bar-endorsed partnerships. He has more than 20 years of legal, claim and professional liability experience. He joined CNA from Swiss Re where he led its lawyers and accountants professional liability business. Prior to Swiss Re, Furlong worked at General Electric where he held leadership roles in claims and claim legal and led process improvement initiatives. He received his JD from the Creighton University School of Law.
Cathy Fyock, CSP, SPHR, is the Business Book Strategist and works with professionals and thought leaders who want to write as a business growth strategy. She is the author of eight books, including On Your Mark: From First Word to First Draft in Six Weeks and her newest, Blog2Book: Repurposing Content to Discover the Book You've Already Written. Before her new business launched in 2014, Fyock was an employment strategist with several businesses and HR consulting firms and led her own company, Innovative Management Concepts. She has now helped more than 100 professionals become published authors.
Chuck Gallagher is a business ethics expert, consultant, keynote speaker and author. His business insights are sought after for his strong position on ethics and ethical leadership, and he's been featured on CNN, CBS and NPR. His expertise includes sharing practical, tested and time-proven methods that can enhance personal and professional success.
Kasey Garcia is a Manager in CBRE's Workplace practice based in Los Angeles. Her role is to identify the key challenges of a client's existing workplace environment, and develop a cohesive future occupancy strategy. Garcia specializes in creating a business case for change by demonstrating how data can better inform efficient and effective programming and work flows. Prior to joining CBRE, she was an Associate for Axiom Global. Garcia graduated from Yale University with a BA in East Asian Studies, concentrating in Japanese Art & Architecture. The design skills fostered in the course of her architecture studio practice and the problem-solving mindset developed in her previous role are both key to her work with the Workplace team.
James Gast is a 20-year legal tech veteran who presents at legal community events hosted by the Cincinnati Paralegal Association, the University of Cincinnati Paralegal Studies program and the Cincinnati Bar Association. He has held certifications for Time Matters, Billing Matters, Timeslips, Amicus Attorney, PCLaw and Clio.
William Gaus is the Chief Information Officer of Pepper Hamilton LLP, where he oversees the information technology department and all technology projects for the firm's 14 offices across the United States. Mr. Gaus joined Pepper Hamilton in 2018, bringing 20 years of global experience in knowledge management, user experience and product design to the firm. At Pepper, Mr. Gaus focuses on executing technology solutions that help lawyers work more efficiently and better serve clients.
Izzy Gesell is an "organizational alchemist" who helps people navigate their internal logjams to emerge confident, spontaneous and effective. Through keynotes, breakouts, coaching and facilitated sessions, Gesell offers imaginative, intuitive and immediately useful insights and programs. Among the first to use improv concepts as tools for personal and organizational learning, he is the author of Playing Along: Group Learning Activities Borrowed from Improv Theater.
As Office Administrator for Brownstein Hyatt Farber Schreck, LLP, Karen Godfrey is responsible for all day-to-day operations of the Las Vegas office, including supervision and development of staff, financial management, facility management, event planning and strategy implementation. Additionally, in her role as Firm Travel Manager, she oversees the firm's travel budget, develops and manages all firm travel related policies and mediates issues between firm travelers and travel agencies. Godfrey is also a 20-year member of the Association of Legal Administrators, currently a member of the newly formed Chapter Resource Team.
Michelle Hand-Arevalo has more than 25 years of legal industry experience. She joined Fried Frank in 1996. Besides overseeing the firm's legal assistants, staff attorneys and discovery attorneys, she is responsible for the overall operations and facilities management for the Washington, D.C., office. Hand-Arevalo is on the Advisory Board for Ricoh USA, Inc., and has spoken on the topic of challenges firms face in working with a dynamic and evolving workforce. She is also a member of the International Paralegal Management Association and has spoken at their annual conference on outsourcing. Before joining Fried Frank, she worked for a company that handled litigation support for the Department of Justice's Civil Division.
Jody A. Harris, ARM, RPLU, is Managing Director of Gallagher Law Firm Solutions. She is responsible for the production and servicing of lawyers professional liability insurance and specialty lines for Gallagher's law firm clients. Harris has worked exclusively for law firms for more than 25 years. Prior to joining Gallagher, she managed the Chicago Bar Association Insurance Program. She is a frequent speaker on lawyers professional liability insurance at industry events.
John Hartnett, Director of Administration for the Charlotte office of Alston & Bird, LLP, oversees all functions related to HR, Finance, Budgeting, Facilities Management, and Administrative Services for this 190 person location. Additionally, Hartnett handles the Disaster Recovery and Business Continuity program for all eleven of the firm's offices throughout the country and abroad. Prior to joining Alston & Bird in 2006, he was the Director of Administration for Greenberg Traurig, PA's Miami Headquarters, handling similar functions as he does today.
Rebecca Heiss, PhD's style — alongside her expertise in human behavior and evolutionary psychology — brings her audiences along for an enlightening journey into their own minds. After earning a PhD with research designated as "transformative" by the National Science Foundation, Heiss went on to hold multiple appointments in academia, applying her research to solve practical problems in overcoming what she refers to as "biological ghosts," subconscious behaviors that haunt modern life.
Rick Hellers is Chief Executive Officer of nQueue. He has more than 30 years of experience in legal technology and operations management for various law firms (including two AmLaw 200 firms). Hellers is a former member of the Association of Legal Administrators and a founding member of the International Legal Technology Association. He has more than 20 years of experience managing legal vendors and is a frequent speaker and writer on legal technology and management issues.
Michael Hill, CPA, is the Controller with Gould & Ratner LLP, a mid-sized, full service law firm located in Chicago. He has more than 7 years of financial experience. Michael currently serves as the CLM Finance instructor for the Greater Chicago Chapter's CLM Study Group, which offers ALA members throughout the country a comprehensive review of all areas covered on the CLM exam. The study group has helped over 40 members achieve their CLM certification.
Judy Hissong, CLM, PCC, is the President of Nesso Strategies and Founder of the Legal Leadership Institute. Nesso is the Italian word for connection, and connecting strategies is Hissong's passion. Her financial background pairs with her athletic mindset and her executive coach training as she partners with law firm professionals for strategic planning, leadership development, executive coaching, team building, and training in conflict and communication skills. She has more than a decade of law firm leadership experience, giving her an insider's understanding of the complexities of the business of law.
Sarah Janosik, LCSW, is Founder and Clinical Director of Relate Center. She has been in private practice for more than 20 years. Janosik specializes in sex, intimacy and couples counseling. She is actively involved in developing workshops surrounding sexual issues and raising public awareness regarding these sensitive issues. She has authored articles on sexuality and intimacy and continues to lecture on these topics professionally. Janosik received her post-graduate training in human sexuality at the University of California Medical School, San Francisco, in 1981. She is board-certified diplomate and licensed in clinical social work. She also provides workshops and individual sessions as an equine-assisted therapy and learning specialist.
Deborah Johnson is a six-time Emmy Award-winning Writer and Producer. Her master's degree in cognitive psychology and television production from the University of Washington, combined with a rich history of experience, gives her unique insights into how to communicate with more influence and impact. She has consulted in a variety of civil and criminal cases, including a $5.3 million civil rights case and numerous multimillion-dollar divorce cases. Johnson is an international speaker and has been published nationally and internationally.
Gayatri Joshi serves as Executive Director of the Law Firm Sustainability Network, a nonprofit organization with a mission to help law departments utilize benchmarks and enhance sustainability in their programs and operations. Joshi is also Vice President at EcoAnalyze, a sustainability-based technology services firm. She has been published in The Environmental Forum as well as other publications. Prior to EcoAnalyze, Joshi concentrated on business development, marketing and pitch strategies at Shearman & Sterling LLP. She has been advising firms for 15 years.
Ari Kaplan, a leading legal industry analyst, is an inaugural Fastcase 50 Honoree, a Fellow of the College of Law Practice Management and a Finalist for ILTA's Thought Leader of the Year award. He is the author of Reinventing Professional Services and The Opportunity Maker, as well as the principal researcher for various benchmarking reports. Kaplan is also the Founder of the Lawcountability® software platform, a finalist for ILTA's Innovative Solution Provider of the Year award. He has been honored to speak at over a dozen ALA chapters and has collaborated with the ALA on creating a legal management professionals' edition of Lawcountability.
Rob Kleeger is the Founder and Managing Director of Digital4nx Group, Ltd., a boutique firm that offers regional digital forensics services for plaintiffs and defendants in various civil and criminal legal matters. Digital4nx Group provides digital forensic investigations, electronic-discovery consulting and advisory service, incident response to data breaches, and cybersecurity services, such as ethical hacking.
Glen Kraemer, JD, is a Founding and Managing Partner of the employment law firm Hirschfeld Kraemer LLP. The firm focuses exclusively on the representation of employers concerning discrimination and harassment claims and personnel law compliance issues involving disability accommodations, wage/hour concerns, protected leaves, corrective counseling, and discipline and termination practices. He served as the keynote speaker for the Professionals in Human Resources Association's Annual Legal Update Conference for 18 consecutive years.
Natalie Loeb, MS, is the Founder of Loeb Leadership Development Group, a certified woman-owned business with more than 30 coaches and consultants who are dedicated to developing leaders. In addition to being a successful business leader, Loeb is a leadership coach and facilitator with more than 20 years of experience working with leaders at all levels. She coaches partners, associates, new and seasoned managers, and chief executive officers. Loeb was a member of the human resources team at Skadden, Arps, Slate, Meagher & Flom LLP.
Julie Logan, SPHR, SHRM-SCP, is the Director of Human Resources at Newmeyer & Dillion, LLP, a firm based in Newport Beach, California, and named one of the Best Places to Work in Orange County for the last seven years. With more than 30 years' experience in the legal industry, Logan is a strategic and influential human resource professional with proven achievements in leading organizational initiatives, innovation, process improvement, and comprehensive human resource programs. She has been a member of ALA since 1998 and has served in numerous leadership positions on the local, regional and international levels, most recently completing her three-year term as At-Large Director on the ALA Board of Directors. Logan acquired a bachelor's degree in Psychology and holds two human resource professional certifications.
Marco Maggio is the Vice President of Strategic Practices at All Covered, a Konica Minolta company, and is responsible for the legal, health care, finance and education practices. As the former Director of the Legal Practice for the past five years, he retains the strategy, marketing and education of the national legal practice at All Covered. He currently manages a portfolio that ranges from IT services, various legal technologies, VoiP, legal DMS sales and integration, as well as cybersecurity for law firms. Maggio holds degrees in industrial engineering, marketing and communication arts. He held executive leadership positions at organizations such as Lanier, Mosaic, Ricoh and Hewlett Packard and is a regular speaker for legal industry associations and a regularly published author for technology relevant to the legal industry.
A 21-year veteran of the United States Air Force, retired Col. Nicole Malachowski is a leader, a combat veteran, the first woman pilot on the Thunderbirds Air Demonstration Squadron, an instructor, a White House Fellow, and an inductee into the Women in Aviation International Pioneer Hall of Fame.
Malachowski earned a Master of Arts, with honors, in National Security Policy from American Military University and a second Master of Arts, with highest distinction, in National Security and Strategic Studies from the U.S. Naval War College. While there, she earned the Admiral Stephen B. Luce Award as the class honor graduate, the first Air Force officer in the history of the Naval War College to do so. She has been recognized with several honors for her consistent contributions to community service.
Malachowski was born in Santa Maria, California, and graduated high school in Las Vegas, Nevada. She and her husband, Paul, have twin children, son Garrick and daughter Norah.
Steven Martin, AIA, FCOLOM, is a Firmwide Leader of Gensler's Global Law Firm Practice, based in Washington, D.C. He has 35 years of strategic planning and design experience as a Project Director for a diverse group of law firms. A sought-after speaker, Martin is an expert on emerging trends in law firm design. He was an integral team member in developing Gensler's groundbreaking exhibit, "Redesign Law: The Legal Office of the Future." He is also a Fellow of the College of Law Practice Management.
Rob Mattern is President and Founder of Mattern & Associates LLC. Mattern & Associates assists law firms in developing an unbiased strategic direction for their business processes while improving both the cost-effectiveness and the recovery of expenses for these services. Mattern is a frequent speaker at key industry events including the ALA Annual Conference, the COO & CFO Forum and the PwC Law Firm Services Global Forum.
Jessica Mazzeo is a Co-Founder and Chief Operating Officer of Griesing Law, a women-owned and operated law firm in Philadelphia. She provides a critical leadership role in all aspects of the firm, assures that operational excellence is a top priority, and focuses on overseeing and implementing all of the firm's business operations while establishing policies that promote and retain the firm's culture and strategic vision. Mazzeo is a frequent author on law.
Ragan McCoy is a Senior Tax Manager at Armanino in Dallas, TX. She has a solid history of providing guidance to businesses and individuals in making important decisions related to limiting tax exposure and maximizing cash flow. Clients recognize that tax planning is a crucial factor in achieving many aspects of their financial goals, from wealth management to business building to retirement planning. McCoy provides her clients with the knowledge and tools to implement strategies tailored to their professional and personal objectives. McCoy received her B.S. in Accounting & Information Management and M.S. degrees in Business Administration with a concentration in Taxation from the University of Texas at Dallas. She is also a Certified Public Accountant in the state of Texas.
William Mech, CLM, is an accomplished management executive with a proven record of success in improving operations and controlling costs in legal service organizations. He cultivated leadership strengths and legal operations acumen through progressively responsible roles, including Paralegal, Systems Administrator, Business Manager, Legal Office Administrator and Director of Administration. His specialties include financial management and analysis; operating and capital budget management; facilities management and lease negotiations; personnel allocation and utilization; contract negotiations and supplier management; law firm cultural awareness; management and staff development; re-engineering of positions and processes; and utilization of information systems.
Kerri Gilmore Mesiah is the Director of Administration for the Houston office of Latham & Watkins. For the past two years, she has served on their Travel team. Her primary responsibility with the travel team is to monitor out of policy travel, create and update travel policy and, most importantly, work with LTS to ensure an excellent travel experience for their more than 2,000 employees. Mesiah enjoys learning about the ever evolving travel business and how those changes best fit the needs of a dynamic law firm.
Christopher A. Mixon currently serves as General Counsel for Ogletree Deakins. Prior to assuming that role, Mixon was a shareholder in the firm's Birmingham office, focusing his practice on defending the interests of employers in a broad range of employment-related matters. Before joining Ogletree Deakins in 2003, he served as campaign manager for the Committee to Re-Elect Justice Harold See, Inc. Earlier, he was a law clerk and then senior staff attorney to two Justices of the Alabama Supreme Court. Mixon was also appointed by Alabama Governor Bob Riley to serve as an Administrative Law Judge for the Alabama State Health Planning and Development Agency.
Michael Moore, JD, is the Founder of Moore's Law, LLC, and helps both lawyers and law firms create professional success. Moore specializes in individual marketing, client development and leadership coaching and advises law firms on strategic planning, growth initiatives and resource optimization. A frequent speaker at ALA events across the country, his current topics have included mentoring, leadership, financial management and strategic planning.
Bianca Moreiras has been a leader, mentor, motivator and presenter in the legal profession for more than 34 years. Her role as administrator, executive director, marketing director, coach and consultant brings a wealth of knowledge and practical application to any firm, group or individual. Moreiras has spoken on topics in the areas of self-improvement, time management, professional etiquette, communication, collaboration, leadership, networking and customer service.
David Myers, JD, is an Attorney and legal technology expert. He is a frequent speaker and writer for many organizations across the country. He typically speaks on legal technology, the legal ethics of technology and cloud computing, productivity techniques for lawyers, and more.
Terri Oppelt, CLM, SPHR, SHRM-SCP, is a Director in Armanino's Law Firm Services group. Oppelt consults in all areas of law firm management and operations, including strategic planning, compensation, accounting operations and billing, administration support strategies, HR and leadership, organizational change, training and retreats. As a Past President of the Greater Los Angeles Chapter of ALA, she is a frequent speaker for ALA and is a new member of the Professional Development Advisory Committee. Oppelt holds a bachelor's degree in management from Pepperdine University.
DeAnna Ouderkirk, CLM, MBA, is the Office Administrator of the San Francisco office of Sheppard Mullin, where she is responsible for the day-to-day operations and the ongoing leadership and development of staff. Working collaboratively with the co-managing shareholders and her team, she plans, develops and implements best practices to improve the effectiveness of their processes. Ouderkirk also serves as Chair of ALA's Certification Committee and is an active member of the Golden Gate Chapter of ALA, the Bay Area Human Resource Executives and the Society of Human Resource Management.
Julie Paul is the Director of Human Resources for Morris, Nichols, Arsht & Tunnell LLP in Wilmington, DE, where she oversees the human resources policies and practices for the firm. She began her legal career as an attorney for an AmLaw 100 firm. Specializing in Labor & Employment practice, she later transitioned to the HR function, working for large Philadelphia employers, including a regional law firm where she honed her expertise in delivering HR leadership to legal professionals.
Marsha Petrie Sue is an international professional speaker, best-selling author and executive coach. She works with associations, public and private enterprises, and government organizations tailoring presentations and workshops on change management, leadership development, communications and conflict resolution. Her high-energy, interactive style leaves the audience with tips and skills that will immediately carry over to their work situations, translating to reduced stress and adding to the bottom line.
Ryan Prindiville, MBA, heads the Strategy and Transformation consulting practice, providing management consulting, assessments and roadmaps for clients in all of Armanino's business segments. He has extensive business, technology, cybersecurity and operations leadership experience in Fortune 50, mid-market and entrepreneurial environments, and has led global teams in the Americas, Asia and Europe. He has held line leadership and consulting roles in a range of industries, including retail/consumer goods, entertainment, hospitality, technology, healthcare, biotech and financial services. His multi-functional experience includes strategy, technology, product commercialization, innovation, operations, solution delivery, process improvement and management consulting. Prindiville is a certified Six Sigma/Lean Master Black Belt.
Joe Riccie is a CPA with more than 35 years of financial, human capital, operational and technology management experience collectively while working in the private and public accounting industries. He is the Market Leader for two advisory practices that concentrate on cloud software solutions and management consulting and cyber and information security services. Riccie is a Certified Public Accountant in the states of New Jersey and New York. He is a member of the New Jersey Society of Certified Public Accountants and the New York State Society of CPAs. He speaks and publishes on topics covering technology, building advisory practices and cybersecurity.
Kimberly Rice is the President/Chief Strategist of KLA Marketing Associates, where she and her team provide strategic business development advisory services to legal services professionals seeking a more fulfilling and prosperous enterprise. Rice is the author of Rainmaker Roadmap: A Step-by-Step Guide to Building a Prosperous Business and a frequent speaker to business and legal groups and associations.
James Robbins is a rare mix of management consultant, change specialist, adventurer and motivational speaker. He speaks to audiences worldwide, helping them raise their performance to match their potential. He has been helping equip and transform leaders for more than 20 years. In 2012, Robbins wrote Nine Minutes on Monday: The Quick and Easy Way to Go From Manager to Leader. His style of teaching has set him apart as a master communicator, combining stories from his adventures with practical truths that help audiences make simple changes that stick.
Dave Roberts is Partner-in-Charge of Armanino's Law Firm Services Group, where he assists law firm clients in successfully dealing with the challenges of today's competitive environment. With more than 30 years of experience working with law firms of all sizes, he understands the nuances of this distinctive marketplace. Roberts and his group have consulted with more than 1,200 law firms in the areas of strategic planning, partner compensation, succession planning, partner withdrawal and retirement issues, profitability analysis and improvement, firm restructuring, dissolutions, and mergers and acquisitions.
Jim Rosenbluth is the President of Analytic Risk Solutions, a security and business continuity consultancy providing tailored risk mitigation services to businesses, nonprofits, and commercial real estate and critical infrastructure owners and operators worldwide. Rosenbluth was the head of security and business continuity at Cushman & Wakefield, a global commercial real estate firm, from 2005 to 2018. Prior to joining C&W, he served as an operations officer in the Directorate of Operations of the CIA, from which he retired in 2005.
Judy Ryan has been the owner of LifeWork Systems, an award-winning training and consulting company specializing in leadership development and culture change, since 2002. She is the recipient of the Women of Distinction award and the Vanguard Award for Innovation in Service Delivery from the St. Louis Mental Health Board. Ryan is an author, columnist, consultant, trainer, coach and keynote presenter, with guest appearances on TV and radio.
Rebecca Sattin is Chief Information Officer of World Software Corporation. She was formerly at Mitchell Silberberg & Knupp LLP for 18 years, where she was Director of Information Technology. She has more than 25 years of experience in the area of law firm technology. In the last several years she has spoken to law firms and bar associations about cybersecurity. She has spoken on various other topics, such as design thinking, collaboration and deployment planning at International Legal Technology Association (ILTA) conferences, LegalTech Shows and other technology forums.
Dean Savoca, MEd, BCC, CSP, of Savoca Performance Group, is a performance management and results expert who works at the individual executive level as a coach, at the team and department level as a trainer and facilitator, and at the company and association level as a keynote speaker. He guides teams through processes that focus their attention on core issues and rallies them to action. Savoca has nearly 20 years of experience in working with executives and employees of companies ranging from small businesses to professional organizations to Fortune 500 companies.
Kathryn Scourby is the Principal of KNS Consulting, LLC. She works with professional service firms to achieve their goals in the areas of business continuity, disaster preparedness, risk management and compliance. Scourby trains management professionals and all levels of staff at private service firms and facilitates table-top exercises in these focus areas. Additionally, she served on ALA's Board of Directors (2004–2008), was a Trustee for the Foundation of the Association of Legal Administrators (2010–2013), and currently serves on ALA's International Relations Committee.
Michelle Silverthorn is the Founder and Chief Executive Officer of Inclusion Nation, a diversity consulting firm based in Chicago. A graduate of Princeton University and the University of Michigan Law School, Silverthorn practiced for two large law firms before transitioning into the legal education field where she trained thousands of attorneys about diversity and inclusion. She is a columnist for Legal Management, a TEDx speaker, and the author of the forthcoming book, Your Organization is Not a Melting Pot: How to Recruit, Train and Lead a Diverse Workforce.
Michael Steiner, Executive Vice President of Lawyers Travel, oversees the company's marketing, business development and strategic growth efforts. He is an active member and speaker of the Global Business Travel Association and a frequent speaker and writer on the topics of travel management, carbon-neutral travel and online travel solutions. Steiner is a Board Member of the ACTE Steering Committee and an Advisory Board Member of Executive Travel magazine. He graduated from Rutgers University with a bachelor's degree in economics.
Morris Tabush has more than 20 years of experience managing IT for businesses so they can focus on what they do best. In 2001, he founded Tabush Group, which is a leading provider of cloud desktops and managed IT for professional firms. Tabush and his team focus on delivering simple, scalable and secure solutions to clients.
Wade Tucker joined Preparis in May 2014 as Vice President of Sales and was appointed as Chief Sales Officer in December 2014. Since coming to Preparis, Tucker has increased overall revenue by more than 250 percent and has led the company to its best two years in company history. Before Preparis, he led the West Coast Healthcare Team at AirWatch that was acquired by VMWare in February 2014 for $1.5 billion. Tucker also led the SignUp4 sales team, taking them from startup to $1 million in revenue to $7 million in revenue. SignUp4 was bought by CVENT.
Trevor Varnes is the Chief Financial Officer at Perkins Coie. He is a key adviser to firm leadership and works with attorneys and staff to make data-based decisions that enable profitable growth. His primary responsibilities include oversight of the firm's finance and accounting function, including the annual operating budget, the financial components of all firm timekeeper compensation processes, and the firm's financial reporting and analytics infrastructure. He also provides firm management with profitability analyses of practice groups and offices, as well as individual timekeepers, clients and matters.
Nadia Wagner is the Regional Office Administrator for the New York and Boston offices of Beveridge & Diamond, PC, a premier national environmental firm. Wagner has been in the legal industry for more than 30 years and has served on numerous committee and board positions for the New York City Chapter of ALA, including a term as President in 2004-2005. She currently serves as team leader for ALANYC's Sustainability and Community Connections Teams. She is a graduate of SUNY at Stony Brook where she earned a bachelor's degree in psychology.
Lisa Waligorski, CLM, is the Executive Director at Newmeyer & Dillion LLP. She started her career in a legal assistant/paralegal role. The past 20 years have been spent as a law firm Controller/Finance Director and Executive Director, providing her with a strong background in law firm accounting and contract negotiations. Waligorski is an ALA e-Learning instructor and recently taught at the ALA Law Firm Management Essentials conference. She has also presented various other law firm management topics.
Ronna West Cross, JD is a Senior Consultant with the Legal Lean Sigma Institute. She is also the President and Founder of Cross Country Advisors LLC. Ronna stands out in the growing field of Legal Project Management (LPM) with her proven track record in applied Project Management (PM). She helps lawyers and business professionals extrapolate the concepts and tools of PM and apply them to their matters and projects. Ronna's experience provides opportunities for our clients to work with someone who has been a successful project manager; this is highly effective for those who want to do more than just learn the stages of LPM.
Eileen Whitaker is a Senior Learning & Change Management Consultant at Traveling Coaches. She partners with law firm stakeholders and learning professionals to develop strategies that maximize user adoption of technology-related business initiatives. She specializes in strategic learning approaches and professional development communications, educating firm stakeholders on the need for data security and driving legal professionals toward behavioral change. Whitaker is a certified Change Management Practitioner and winner of the ILTA Distinguished Peer Award for Innovative Consultant of the Year in 2016 and 2018.
Tina M. White is a strategic leader with more than 20 years of combined professional experience including travel and operations management, project management, people leadership, firm services management, and shared services development and deployment. White is currently the Firm Services Manager at Shook, Hardy & Bacon L.L.P. As part of her role, she enjoys tapping into her process improvement experiences from her days in corporate America to find new and unique ways to manage the firm's multi-million dollar travel arrangement operations including an on-site team of Travel Agents. White is a Lean Six Sigma Green Belt and a Certified Process Improvement Analyst with a Bachelor of Science in Business Management from Park University.
Mike White, JD, is a Principal with global law firm consultancy, Edge International. With more than 30 years' experience as a lawyer, manager of multiple business services companies, and management consultant, he is an expert in the field of law firm growth. White spends most of his time in the following areas: client experience innovation and differentiation, strategic planning for growth, and compensation structuring and management. He was a practicing attorney for seven years, founded two enterprise software companies, and he owned and managed ClientQuest Consulting, LLC. He holds a bachelor's in history from Duke University and a JD from Emory University School of Law.
Michele Wierzgac, MSEd, is the "Lady on the Harley," providing business solutions through keynote presentations. Her high-energy and momentum-building keynote, "Business Solutions from the Lady on the Harley," speaks to the core and application of how we in the business arena seek out solutions without getting dragged into problems and solutions. Getting stuck is not an option — it's business death. She'll teach attendees how to avoid business death.
Monica Wofford, CSP, has been a manager since 1989 but showed leadership skills as early as the second grade, creating a sales team for pencil sales to fellow students. Her training firm, Contagious Companies, was founded on the premise that leadership isn't something you're born with, but is developed. She's also the author of Contagious Leadership and Make Difficult People Disappear.
Laura Zaroski, Esq., RPLU, is the Senior Vice President of Gallagher's law firms practice, where she is responsible for the placement of lawyers professional liability insurance (LPL), management liability insurance and risk management services for Gallagher law firm clients. Her primary focus is midsize to large law firms. Zaroski has a deep understanding of the challenges faced by law firms due to her 16 years as a practicing attorney, her handling of law firms' claims and years dealing with LPL coverage issues. She is happy to bring her knowledge and skill set to the brokering process to assist firms with finding and tailoring the best coverage solutions available in the marketplace for each individual firm.