ABA TECHSHOW 2017 Faculty
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Law Practice Advisor, Massachusetts Law Office Management Assistance Program
Heidi S. Alexander, Esq. is a Law Practice Management Advisor at the Massachusetts Law Office Management Assistance Program (MassLOMAP), where she advises lawyers on practice management matters and provides guidance in implementing new law office technologies. She frequently makes presentations to the legal community and contributes to publications on law practice management and technology, including the MassLOMAP Blog, the American Bar Association’s Law Technology Today, Attorney at Work, and Technolawyer. She is also the author of the forthcoming publication by the ABA’s Law Practice Division, Evernote as a Law Practice Tool.
With the goal of encouraging and increasing diversity in legal technology, Heidi spearheaded an effort to celebrate women in legal tech through the ABA’s Legal Technology Resource Center (LTRC). Now it’s second year, the “LTRC’s Women in Legal Tech” includes a list of fifty talented women, many of whom have served on the TECHSHOW Planning Board and as faculty.
Before joining MassLOMAP, Heidi practiced employment law and litigation at a small firm in Boston and owned a technology consulting business. She also clerked for a justice on the highest court of New Jersey and served as the editor-in-chief of the Rutgers Law Review. She is a native Minnesotan, was a collegiate ice hockey player, and now a mother of three children under the age of three (including twins born last year). Fortunately, Heidi loves time management and productivity, and is constantly experimenting with new methods and tools to manage multiple responsibilities.
Law Office of Robert J. Ambrogi
Bob Ambrogi is a lawyer and legal journalist who has been writing and speaking about legal technology and the Internet for two decades. He writes the “Ambrogi on Tech” column for the ABA Journal and the award-winning blog LawSites, which the ABA Journal named to its inaugural Blawg Hall of Fame in 2012. Since August 2005, he has co-hosted the award-winning legal-affairs podcast, Lawyer2Lawyer, available through the Legal Talk Network. In his law practice, Bob focuses on media and new media law. Earlier, he was with ALM in New York, where he was editor-in-chief of the National Law Journal and editorial director of ALM’s Litigation Services Division. Before joining ALM, he was with Boston-based Lawyers Weekly Publications, where he was founding editor of the national newspaper Lawyers USA and editor-in-chief of the company’s flagship newspaper, Massachusetts Lawyers Weekly.
A 1980 graduate of Boston College Law School, he is a fellow of the College of Law Practice Management and president of the Massachusetts Bar Foundation. In 2011, Bob was named to the inaugural Fastcase 50, honoring “the law’s smartest, most courageous innovators, techies, visionaries and leaders.”
CEO, Active Practice LLC and SecureMyFirm
As a legal technology consultant, Wells H. Anderson works directly with small firms and solos across North America via screen-sharing. He owns Active Practice LLC (www.activepractice.com) where he implements, customizes and troubleshoots practice management, billing and document automation applications, both cloud-based and traditional.
Motivated by lawyers who were suffering through computer disasters with failed backups, Wells founded SecureMyFirm (www.securemyfirm.com). His company provides continuous, ultra-secure cloud backups, secure file sharing, and leading edge antivirus and anti-ransomware security services. SecureMyFirm’s services are designed and priced for small firms and solo practitioners.
A member of Phi Beta Kappa, Wells is a graduate of the US Army Intelligence Center and School, the Defense Language Institute (German), the University of Minnesota (Economics) and the University of Minnesota Law School. His career has combined law and technology, doing trial work and appeals as a young lawyer and moving on to creating and implementing law practice management systems. In 2000, he was voted TechnoLawyer Legal Technology Consultant of the Year. In 2012 LexisNexis created the Wells Anderson Community Commitment Award recognizing his contributions to users of legal technology. He currently serves as a Technology Editor on the ABA’s GPSolo Magazine board.
Located in Minnesota, his interests include cycling, skiing, snowshoeing, German and Spanish. He may be reached at: 800.575.0007, firstname.lastname@example.org and email@example.com
Executive Director, Open Legal Services
Shantelle Argyle finished law school with the intention of helping people like herself; people of modest means and without a lot of options for legal representation. Shantelle is passionate about serving those who really have no other options: those in the middle, who are working hard but can be easily crippled by a legal setback. When no such job existed, Shantelle started Open Legal Services, Utah’s first nonprofit modest means law firm, with Daniel Spencer in the hopes of serving that group and also building a life for herself and her family. So far, it’s working! It’s sustainable, growing rapidly, and helping so many people. Plus, it’s shaking things up and that is something Shantelle always tries to do.
Shantelle has worked for several private law firms and as a public defender. She co-founded Open Legal Services to bring truly affordable justice to those who really have no other options. She practices criminal and family law, and has worked on cases ranging from child custody to murder. She is passionate about the OLS mission, and will tell anyone she can about the Revolution in Affordable Legal Services. Shantelle attended law school at the University of Utah and graduated in 2013. She is admitted to practice law in Utah.
CEO, ROSS Intelligence
Andrew Arruda is a Canadian entrepreneur and lawyer. He is Chief Executive Officer and Co-Founder of the artificial intelligence company ROSS Intelligence, a leader in the legal technology industry.
Arruda speaks internationally on the subjects of A.I., legal technology, and entrepreneurship and has been featured in publications such as The New York Times, BBC, CNBC, CBS, Fortune, Inc., Forbes, and the Financial Times. A member of the Forbes 30 under 30 class of 2017, as well as a 2016 TED speaker, Arruda aims to forever change the way legal services are delivered. Prior to co-founding ROSS Intelligence, Arruda worked at a Toronto litigation boutique and with the Canadian Department of Foreign Affairs, Trade and Development in Lisbon, Portugal.
Chief Marketing Officer, Good2bSocial
Tim Baran is the Chief Marketing Officer for Good2BSocial. Tim started his legal career at the Third Circuit Court of Appeals where he spent five years learning all things legal research followed by two years at Cardozo Law School and culminating in a decade as Library Director at the law firm of Anderson Kill. He left in 2008 to build a continuing legal education consultancy and exercise his entrepreneurial and digital marketing chops. He later joined Rocket Matter, a legal software company, as the Content Director and Editor of the Legal Productivity blog.
Tim is all about community and building connections and relationships and enjoys engaging with and learning from lawyers and legal professionals about the profession, where it’s headed, and how to better serve clients. He’s passionate about access to justice and volunteers his time and service to work on building bridges to legal services for those who can least afford it.
Tim is the author of several publications including The Lawyers Guide to Evernote. He was named to the 2016 Fastcase 50 honoring the law’s innovators, techies, visionaries, and leaders.
Law Firm Coach, Atticus/Real Life Practice
Nora Riva Bergman is a law firm coach, founder of Real Life Practice, and certified Atticus Practice Advisor. She is the author of 50 Lessons for Lawyers: Earn More. Stress Less. Be Awesome. available on Amazon.com. As a licensed attorney since 1992, Nora brings a deep understanding of the practice and business of law to her work with lawyers, law firms and bar associations. She has practiced as an employment law attorney and certified mediator and has served as an adjunct professor at both Stetson University College of Law and the University of South Florida, teaching courses in alternative dispute resolution and negotiation.
Nora is a graduate of the Leadership Development Institute (LDI) at Eckerd College, and is certified in the Conflict Dynamics Profile® developed by the LDI to help individuals and organizations learn how to deal with conflict constructively. She is also certified by Target Training International in both DISC and EQ. Nora is a graduate of Villanova University’s Lean Six Sigma Program and is certified by Villanova as a Lean Six Sigma Sensei. She is also a member of the Thought Leader Team at Law Without Walls, an international program for law students founded by the University of Miami School of Law.
Stacey Blaustein is a Senior Attorney in the Corporate Litigation Department of the IBM Corporation in Armonk, NY where she manages all aspects of E-Discovery, is integrally involved in Cross-Border Discovery and Data Privacy issues, and also handles many aspects of regulatory law and third party subpoenas. Her previous experience includes over 17 years as a securities litigation attorney. Stacey speaks and writes frequently on E-Discovery, Cross-Border, Social Media, Data Privacy and ethics and E-Discovery issues. Stacey is on the ABA TECHSHOW Planning Board for 2016-2018 and is a member of Sedona and on the subcommittee of Working Group 6 Middle East Data Privacy. Stacey is a graduate of Barnard College of Columbia University, and the Emory University School of Law.
Managing Partner, Bongiovi Law Firm
As one of the few native Las Vegans left in town, Gina is proud to still call Las Vegas home. She’s also proud to call herself a Rebel, having graduated magna cum laude from the UNLV Honors College with a B.S.B.A. in marketing and minor in business law in 2001. In 2007, Gina was one of the first students to earn a dual law degree/MBA from the William S. Boyd School of Law and College of Business at UNLV.
Chief Strategy Officer, CuroLegal
Nicole Bradick is Chief Strategy Officer at CuroLegal, a strategy, design and development firm focused exclusively on innovation in the legal industry. Run by lawyers, Curo helps legal industry clients develop new solutions to legal industry problems. Curo works with clients to design and build digital products aimed at making the law more accessible and making lawyers more efficient.
Nicole regularly writes and speaks about the changing legal marketplace, the evolution of the law firm business model, and the technology that allows attorneys to do their work better, faster, and cheaper. For her work in this area, she was named a 2012 ABA Journal “Legal Rebel” and was named to the Fastcase 50 list of global legal innovators in 2014.
CEO & Founder, AVVO, Inc.
Mark is the founder and CEO of Avvo (www.avvo.com), the leading online legal marketplace connecting consumers and lawyers. Prior to founding Avvo, Mark was the executive vice president of Worldwide Corporate Affairs of InterActiveCorp Travel (IACT) and Expedia, Inc. (NSDQ: EXPE). In this position, Mark oversaw all accounting, finance, strategy, corporate development, legal, human resources and government relations functions for the IACT companies, including Expedia, Hotels.com, Hotwire, Classic Custom Vacations and Interval International. Mark was also Expedia’s first general counsel and, from 2011 to 2015, sat on the Board of Directors of Orbitz Worldwide (NYSE: OWW).
With Avvo’s success, Mark regularly speaks around the country on technology, consumer and legal issues. His media appearances include ABC’s Good Morning America, Fox Business News, CNN Money and Dow Jones MarketWatch. Mark also received Ernst & Young’s “Entrepreneur of the Year” Award in 2015 and was previously named a “Seattle Top 25 Innovator” and “Tech Titan 2.0″ by Seattle business magazines.
CEO, Legal Talk Network
Mr. Camras received his BA from the University of California, Berkeley. He is the Chief Executive Officer of LAWgical, the company that owns and operates leading legal brands, including Legal Talk Network, ServeNow and ServeManager. The Los Angeles, California native has been involved in legal since 2001 and enjoys learning about the latest technology and trends affecting the industry. Mr. Camras travels the country for speaking engagements, CLEs, attending conferences, and meeting with members of the legal community. You can follow him on Twitter at @AdamCamras.
CEO, LMG Security
Sherri Davidoff is the CEO of LMG Security and the co-author of “Network Forensics: Tracking Hackers Through Cyberspace” (Prentice Hall, 2012). She has fifteen years of experience as a cyber security professional, specializing in digital forensics, penetration testing and security awareness training. Sherri has authored courses for the SANS Institute and Black Hat, and conducted onsite security training for the Department of Defense, Google, Comcast, Los Alamos National Laboratories, and many other organizations. She is a faculty member of the Pacific Coast Banking School and adjunct faculty at the University of Montana, where she teaches cybersecurity classes. Sherri is a GIAC-certified forensic examiner (GCFA) and penetration tester (GPEN), and holds her degree in Computer Science and Electrical Engineering from MIT.
Attorneypreneur, AndersonDodson, P.C.
Penn Dodson (@SunnysideLaw) is the founder of AndersonDodson, P.C., an innovative workers’ rights law firm dedicated to pursuing unpaid and underpaid wages on behalf of employees.
Proactively embracing the change that is rapidly taking place in the legal profession, Penn focuses on building her New York City based practice via constant experimentation and learning.
In her attorney role, Penn has been recognized by both her peers and her clients as a highly competent and ethical attorney, having received awards such as AV Preeminent Rating by Martindale Hubbell, 10.0 rating on Avvo.com, SuperLawyer for Metro New York in Labor/Employment, and Top Women Attorneys in Metro New York.Â She grew up in Arkansas, received her BA from Dartmouth College in NH, got her JD from UC Hastings in San Francisco.
Penn can be reached at firstname.lastname@example.org.
Legal Ethics Lawyer, Downey Law Group LLC
Michael Downey, a legal ethics lawyer at Downey Law Group LLC in St. Louis, focuses his practice on advising lawyers and their firms on legal ethics, risk management, and related issues. Michael also writes legal ethics columns regularly for the National Law Journal and ABA publications Law Practice and Litigation, has presented on professional ethics more than 500 times, and has testified as an expert witness in matters pending in Missouri, Illinois, Kansas, Pennsylvania, and the District of Columbia. Michael is a Vice Chair of ABA TECHSHOW 2017 and past chair of the ABA Law Practice Division.
Owner, DocumentSnap Solutions
Brooks Duncan helps people go paperless at DocumentSnap.com where he writes about tools, workflows, and taking action. He also creates content for Asian Efficiency where he teaches people how to be more productive. He’s a Chartered Professional Accountant (CPA, CMA) and a former software developer. Brooks lives in Vancouver, Canada.
Senior Consultant, Affinity Consulting Group, LLC
John Federico received his BBA in Decision Science from The University of Toledo, his BS in Electrical and Computer Engineering from The Ohio State University, and his JD from Washington University in St. Louis School of Law. His professional memberships include the Ohio State Bar Association and Columbus Bar Association. Mr. Federico is an attorney and senior consultant at Affinity Consulting Group. Prior to joining Affinity Consulting Group, he practiced law for nine years, litigating personal injury cases, insurance cases, and numerous appeals. Mr. Federico is also a licensed patent attorney. He now specializes in HotDocs document assembly software and office software training, including integrations with case management systems such as LawBase, Amicus Attorney, Time Matters, Actionstep and PracticeMaster. Mr. Federico has prior experience in using a wide variety of systems, including Windows, Macintosh, and Linux; and programming in various languages.
Attorney, Law Office of Katherine L. Floyd, PLLC
Katherine Floyd is an attorney practicing in the areas of Civil Litigation, Estate Planning, Guardianship and Probate. She holds a Master of Laws (LL.M.) in Taxation and a Juris Doctor from the University of Florida. Katie is also a nationally-recognized speaker on various technology issues and is a frequent lecturer on the use of technology and the practice of law. She has published several articles on the subject as well as presented continuing legal education courses and spoken at various conferences, including for the American Bar Association.
Katie is the founder of the Law Office of Katherine L. Floyd where she focuses her practice in helping clients protect assets and plan for the future. Before opening her own firm, Katie worked for a large state-wide civil defense firm where she represented insurance carriers, employers and small business owners defending workers’ compensation, employment, and liability claims before returning to her hometown to practice.
Editor in Chief, Lawyerist.com
Sam Glover is the founder and Editor in Chief of Lawyerist.com, where he writes and hosts the Lawyerist Podcast. Sam helps lawyers understand the economic, demographic, and technological changes shaping the present and future of small-firm law practice.
Professor, Vermont Law School
Oliver Goodenough is an authority on several emerging areas of law. He has pioneered the application of technology to legal processes, particularly in the field of contracts and business organizations. His goal is to create digital institutions within which reliable economic life can take place. Professor Goodenough has helped Vermont and Nevada shape digital business organization initiatives, a direct application of these principles to law reform in the U.S. In Vermont, he participated in the legislatively-mandated Blockchain study committee and was a co-author of legislation that give Blockchain technology legal recognition. At the national level, he is collaborating with the Office of Financial Research at the Department of the Treasury to explore the possibility of automating financial instruments. Professor Goodenough’s other fields of research include entertainment law and applications of neuroscience and behavioral biology to legal questions. He is currently a Professor of Law and the Director of the Center for Legal Innovation at Vermont Law School, Affiliated Faculty at Stanford’s CodeX Center for Legal Informatics, a Research Fellow of the Gruter Institute for Law and Behavioral Research, a Lecturer at the University of Vermont’s School of Business Administration, and an Adjunct Professor at Dartmouth’s Thayer School of Engineering.
CEO, Puris Personal Brand Solutions
For the past 8 years Katy has created a successful personal brand management company where she collaborates with clients on developing, positioning and marketing their personal brands. Over her career she has been blessed with an eye for the creative process and has translated that into creating dynamic and impactful personal brands. This includes finding out how they are unique, uncovering their “story” and natural joy factor. Their result is measurably increased self-confidence, reduced stress and an ability to effectively communicate their value and worth to develop new business, increase revenue and productivity.
Katy is a internationally known public speaker on the subject of personal branding and travels educating audiences about the subject. Her best-selling book, Personal Branding In One Hour For Lawyers (ABA Publications) is available.
Katy will Chair the ABA Law Practice Division in 2018.
In her prior career, she was been a practicing securities attorney for thirteen years, where she practiced in-house, in a law firm, at the Securities & Exchange Commission in Washington DC and lobbied on Capitol Hill. Katy has an inherent understanding of the various work environments and what type of personal and business brands succeeds in each.
Katy received her Doctor of Jurisprudence from Indiana University and also has an undergraduate degree in Finance and Accounting. Katy services on multiple boards of directors and is a member of two state bars. Katy lives in San Diego with her family and dog. She has been known to indulge in dark chocolate to excess!
Attorney/Landman, Alta Mesa Holding, LP
Ashley Hallene is a petroleum landman at Alta Mesa Holdings, LP, and maintains a diverse solo practice on the side focusing on Oil and Gas law, Title Examination, Due Diligence, Acquisitions and Oil and Gas Leasing in Houston, Texas. Ashley is the co-author, along with attorney Jeffrey Allen, of Technology Tips for Lawyers and other Business Professionals (2016), Technology Tips for Seniors (2016), Technology Solutions for Today’s Lawyer (2013) and The iPad for Lawyers (2013). She has published articles on legal technology in GP|SOLO Magazine, GP|SOLO eReport, and the Attorney at Work and TechnoLawyer Newsletters. Ashley is an active member of the American Bar Association’s General Practice Solo & Small Firm Division, ABA’s Young Lawyer Division, the Texas Young Lawyer’s Association, the Houston Young Lawyer’s Association, and the Houston Association of Petroleum Landmen. She is Deputy Editor-in-Chief of the Technology and Reviews Department of the GP|Solo eReport. She earned her J. D. from University of Houston Law Center in 2009 and her B.S. from University of Houston in 2004. Ashley lives in Houston, Texas with her husband, Jack, and their newborn son, Cyrus.
Partner, KattenMuchinRosesman LLP
Karl received a Bachelor of Arts degree in English from the University of Virginia and his Juris Doctor from the University of Virginia School of Law. Karl, along with three others, launched Katten’s Environmental and Workplace Safety practice in 2009. He was recognized in 2013 by Law360 as one of five Rising Stars in environmental law nationwide. By 2014, Law360 had recognized Katten as one of the top five environmental groups in the country.
Senior Manager of Technology Development and Communications, O’Melveny & Myers LLP
Ivan Hemmans is a Senior Manager of Technical Development at O’Melveny & Myers LLP and has extensive experience with information technology. He has worked with law firms for 18 years and computers for approximately three decades. With a background in computer programming and a Cognitive Science degree from UCLA, he offers a unique blend of experience and good-natured humor.
Microsoft Outlook Expert, Call That Girl
Lisa Hendrickson has worked in tech support since the mid 90’s. She first become interested in email when a close friend kept bothering her to get an email account and ever since, she’s been hooked. Twenty years later, Lisa is now an internationally recognized Microsoft Outlook Expert and supports small business clients around the world.
Affinity Consulting Group
Barron K. Henley, Esq. is one of the founding partners of Affinity Consulting Group, a legal technology consulting firm focused on automating and streamlining law firms and legal departments. He earned his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio and Columbus Bar Associations, and the Worthington Estate Planning Council. He is a member of the ABA Law Practice Division, a Board Member for the ABA TECHSHOW, and is the former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee. Mr. Henley heads Affinity’s document assembly/automation and software training departments; he is a renowned expert on HotDocs document assembly software, Microsoft Word and Adobe Acrobat; and has authored legal-specific manuals on HotDocs, Adobe Acrobat, and Microsoft Word, Excel & Outlook. Barron is also an expert in launching new law firms, overhauling existing firms and documenting and re-engineering law firm processes. Finally, Barron teaches continuing legal education (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology and ethics.
President, Flex-Time Lawyers LLC
Deborah Epstein Henry is an internationally recognized expert, consultant and public speaker on women, the workplace and the legal profession. Debbie is a two-time ABA best-selling Flagship author Law & Reorder and co-author of Finding Bliss. A former practicing litigator, she is President of Flex-Time Lawyers LLC, a consulting firm she founded in the late 1990s, providing advisory, training and speaking services to companies, law firms and non-profits in the U.S. and abroad. Debbie’s firm ran for the past decade with Working Mother the Best Law Firms for Women initiative, a national survey to select the top 50 law firms for women and report on industry trends. She is also a Co-Founder and Managing Director of Bliss Lawyers, a firm that employs high caliber lawyers to work on an engagement basis for companies and law firms. Debbie has developed a network of over 10,000 lawyers and garnered visibility for her work from The New York Times, NBC Nightly News, The Wall Street Journal, National Public Radio, The Washington Post, and many others. She is the recipient of numerous awards including being named a Philadelphia Business Journal Women of Distinction. Debbie donates her time to a number of non-profits, including the Forum of Executive Women, the Task Force for Talent Innovation, the New York City Bar Committee to Enhance Diversity in the Profession and the American Bar Association Commission on Women in the Profession. She received her B.A. in Psychology from Yale and her J.D. cum laude from Brooklyn Law School.
Andrew is a computer scientist, mobile security and forensics researcher, and CEO of NowSecure – the mobile app security testing technology company. For the past eight years, Andrew has focused solely on mobile security and regularly briefs senior government officials and top banking institutions on the topic. He’s a testifying expert witness, author of two books on mobile forensics for Android and iOS, and holder of two patents in the areas of forensics and data recovery. As a former CIO, Andrew has unique insight into solving enterprise mobile security problems and is responsible for the vision, strategy and growth of NowSecure. When not breaking (or fixing) things, he enjoys great wine, science fiction, running, and tinkering with geeky gadgets.
Partner, Olive & Olive, PA
Vedia Jones-Richardson is a partner at Olive and Olive, PA, an intellectual property law firm in Durham, North Carolina and an Adjunct Professor and Supervising Attorney for the North Carolina Central School of Law Trademark Legal Clinic. She received her J.D. from Georgetown University Law Center, is admitted to practice in the District of Columbia, Illinois and North Carolina and is certified by the North Carolina State Bar as a Trademark Specialist. With a B.F.A in design from Howard University and additional non-legal work experience in television, advertising and corporate communications and software development, she brings a practical business orientation and creative perspective to her law practice, counseling clients in trademark, copyright, licensing, technology, entertainment, arts and promotions law. She has served in various leadership positions in the American Bar Association, where she has chaired the Law Practice Division and YLD Computer Law Committee and served on various commissions focused on technology and client development issues, and in the North Carolina Bar Association, where she has chaired the annual Bar Leadership Institute, and in the North Carolina Association of Women Attorneys, where she served has as President of the Durham Chapter. She also is a Fellow in the College of Law Practice Management and a founding board member of InternetBar.org and serves on the boards of the Southern Documentary Fund and Triangle Artworks.
Mary Juetten is founder and CEO of Traklight, and has dedicated her more-than-30 year career to helping businesses achieve and protect their success. In 2015, Mary co-founded Evolve Law, an organization for change and technology adoption in the law. She was named to the ABA’s Legal Technology Resource Center 2016 Women in Legal Tech list and the Fastcase 50 Class of 2016. She serves on the Group Legal Services Association Board. Follow her on Twitter @maryjuetten and find her new book on “Small Law Firm KPIs” here.
Ethics Counsel, State Bar of Wisconsin
Aviva Meridian Kaiser is Ethics Counsel at the State Bar of Wisconsin. Prior to joining the State Bar, she taught at the University of Wisconsin Law School for 25 years. She taught Professional Responsibilities, Ethical and Professional Considerations in Writing, Problem Solving, and Risk Management. From 1992 until 2002, she was the Director of the Legal Research and Writing Program. Aviva received her B.A. in Chinese from the University of Pittsburgh and her J.D. from the State University of New York at Buffalo Law School. She clerked for the Honorable Louis B. Garippo in People v. John Wayne Gacy and clerked for the Honorable Maurice Perlin in the Illinois Appellate Court. She practiced law in Chicago before beginning her full-time teaching career at IIT Chicago/Kent College of Law.
Global Focus Leader Breach Response Services, Beazley
As Beazley’s Global Focus Group Leader for BBR Services, Katherine directs the management of breach incidents reported by Beazley BBR policyholders and develops Beazley’s risk management services designed to minimize the occurrence and impacts of data breaches. With over 25 years as a practicing lawyer, Katherine has extensive experience in data privacy and security issues and the regulatory and operational challenges of data breaches. A nationally known HIPAA expert, Katherine has provided regulatory compliance and breach response guidance to clients in the health care segment, an industry profoundly impacted by federal and state privacy laws and regulations.
Katherine has counselled hundreds of entities facing privacy, security and data breach issues, including health systems, academic medical centers, children’s hospitals, long term care and rehabilitation providers, accountable care organizations, physician practices, pharmacies, health insurers and employer sponsored health plans. Katherine also represented vendors to the health care industry, including billing companies, IT solutions providers, health information exchanges and quality and utilization management organizations.
Additionally, as the result of her experience as in-house counsel with two hospital systems and a large Blue Cross plan, Katherine possesses unique insight on navigating the operational and practical realities inherent in complex and highly regulated organizations. Katherine frequently speaks at key forums, including those hosted by ASHRM, RIMS, PLUS, NetDiligence and the American Health Lawyers Association. Katherine holds a BA from the State University of New York at Albany and received her law degree from Temple University School of Law.
President, American Bar Association 2016 – 2017
Linda Klein is the senior managing shareholder at Baker Donelson Bearman Caldwell & Berkowitz and president of the American Bar Association.
Klein’s practice, based in Atlanta, includes most types of business dispute resolution, including contract law, employment law and professional liability, working extensively with clients in the construction, higher education and pharmaceutical industries.
In June 1997, Klein became the first woman to serve as president of the State Bar of Georgia. During Klein’s term, she devised a proposal and advocated for the state to allocate funding for Georgia Legal Services and Atlanta Legal Aid to hire lawyers to help indigent victims of domestic violence. She organized a statewide group of community organizations and local and minority bar associations that together convinced the General Assembly to appropriate $2 million. Since then, the annual appropriations have helped thousands in Georgia with legal issues related to domestic violence.
Klein was one of the first women to lead a prominent Georgia law firm. She served as managing partner of Gambrell & Stolz beginning in 2001 and led the firm’s 2007 merger with Baker Donelson, becoming a Baker Donelson board member and Georgia managing shareholder.
She served as chair of the ABA’s House of Delegates, the second highest office in the organization, from 2010−2012. She has also served as chair of the Tort Trial and Insurance Practice Section, chair of the Committee on Rules and Calendar of the House of Delegates, chair of the Coalition for Justice, and chair of ABA Day, the Association’s Congressional outreach effort. She is a member of the Council of the ABA Section of International Law and also serves as a columnist and on the Board of Editors of Law Practice Management Magazine. In 2004, the American Bar Association honored Klein with the prestigious Margaret Brent Women Lawyers of Achievement Award.
She was an early member of the Board of Directors Network, a nonprofit organization whose mission is to increase diversity on corporate boards and general counsel positions. Her other community activities include leadership in Southface Energy Institute and the Buckhead Coalition. In June, Klein received the Distinguished Service Award, the highest honor bestowed by the State Bar of Georgia. In 2009, Klein was honored with the Randolph Thrower Award for Lifetime Achievement from the State Bar of Georgia and was named to the YWCA Academy of Women Achievers.
A member of the American Law Institute, Klein is listed in “The Best Lawyers in America”, “Who’s Who in America” and “Chambers USA.” She is regularly named to the “Super Lawyers” top 100 lawyers in Georgia, an honor bestowed upon only nine women in 2014. She is also regularly named one of the top 50 female lawyers in Georgia by “Super Lawyers.” In 1998, “Georgia Trend Magazine” named her one of the 100 most powerful and influential Georgians.
Klein earned her J.D. at Washington & Lee Law School in Virginia and her B.A. at Union College in New York.
Attorney, Katherman, Briggs & Greenberg
Evan Kline is a litigator with KBG Injury Law, an injury law firm with offices in York, Lancaster, and Gettysburg, Pennsylvania. He is also a shameless Apple geek, who uses his technology expertise to achieve the best results for his clients (and to have fun doing so). Evan speaks locally and nationally on legal technology topics, including at the two most recent MacTrack Legal conferences. You can find more of Evan’s writings on technology at 40Tech.com or follow him on Twitter at @40Tech.
Evan is a 1990 graduate of Washington and Lee University and a 1993 graduate of the Pennsylvania State University, Dickinson Law. He has achieved an AV-Preeminent peer review rating from Martindale-Hubbell, and has been admitted to the Million Dollar Advocates Forum, which is reserved for attorneys who have obtained civil verdicts or settlements in excess of $1 million.
Evan is a member of the Pennsylvania Bar Association and the Pennsylvania Association for Justice. He is active in the York County Bar Association, where he is a member of the Bench-Bar Committee and co-chair of the Local Rules Committee (Civil).
Professor of Law and Doherty Chair in Legal Ethics, University of Houston Law Center
Professor Renee Knake holds the Doherty Chair in Legal Ethics at the University of Houston Law Center. Her expertise and research interests include the First Amendment and the regulation of attorney speech; legal ethics; access to justice; and gender and the legal profession. Knake is an author of the casebook Professional Responsibility: A Contemporary Approach, and numerous scholarly articles. Her work has been cited in briefs before the U.S. Supreme Court, as well as various media outlets including the Wall Street Journal, Bloomberg Law, and National Public Radio. Her work on entrepreneurship and innovation in legal services has been recognized by national awards and private grant funding. She has been honored as an ABA Legal Rebel and as a member of the Fastcase 50, an award that recognizes 50 of the smartest, most courageous innovators, techies, visionaries, and leaders in the law. She served as the Reporter for the American Bar Association Commission on the Future of Legal Services from 2014-16. Before her academic career, Knake was an associate at Mayer, Brown in Chicago and Hunton & Williams in Richmond, Virginia, where she specialized in commercial litigation, telecommunications, and labor/employment law. She also worked as an assistant city attorney for Charlottesville, Virginia. She is a graduate of the University of Chicago Law School.
CEO, GlobalMac IT
Tom Lambotte is CEO of GlobalMacIT, the only company in the world that specializes in providing IT support to Mac-based law firms. His methods are based on close to a decade of research, testing and real-world refinement of Best Practices, working directly with Mac-based law firms and firms switching from PC to Mac, across the country and around the world. Tom is the author of Hassle Free Mac IT Support for Law Firms and Legal Boost: Big Profits Through an IT Transformation. He is a highly sought after speaker at national events such as the ABA Techshow and MILOfest, a Mac Lovin’ Lawyers Event. Learn more about Tom and GlobalMac IT at www.globalmacit.com.
Director of IT, Community Legal services
Josh Lazar is the Director of Information Technology at Community Legal Services of Mid-Florida, with a broad career experiences that span small businesses to Fortune 500 companies. Through his IT vision named Project FluidIT, CLSMF provides clients increased access to legal services through a cloud enabled mobile workforce for all employees. The goal of Project FluidIT is to provide access to legal services to as many people as possible and to change the Information Technology department into the Innovation and Transformation department.
Managing Attorney, Barbara Leach Law, PL
Barbara J. Leach is the managing attorney of Barbara Leach Law, PL whose office is located in the heart of Orlando. Her firm concentrates on representing individuals and small businesses, helping them with family and bankruptcy issues and other litigation dilemmas.
Ms. Leach serves on the Wm. Reece Smith, Jr. Leadership Academy Committee for The Florida Bar. In addition to serving on the Committee, she was selected as an Inaugural Fellow of the Academy for 2013-2014. She is also a Past President of the Central Florida Association for Women Lawyers.
Ms. Leach was featured in the 2012, 2014, and 2015 Florida Trend’s Florida Legal Elite. In recognition for her excellence in practice, Ms. Leach received the 2012, 2013 and 2014 Rising Stars Super Lawyer’s Award. Finally, she was named a 2013 Leader in the Law by the Florida Association for Women Lawyers.
Director of Industry Relations, Avvo
Dan Lear is a lawyer, blogger and legal industry gadfly. As a technology-focused business lawyer, Dan advised companies from startups to the Fortune 100, helping to develop agreements and terms for early cloud services offerings well before “the cloud was an everyday norm. In 2014, Dan joined Avvo, an online legal marketplace, where he is the Director of Industry Relations and frequently speaks to lawyers and bar associations. Dan has been mentioned, featured, or published in The ABA Journal, Law Practice Today, Law Technology News, NWLawyer, Above the Law and other legal industry press. In 2015 he was named to the FastCase 50 “a group of entrepreneurs, innovators, and trailblazers in the legal profession” and in 2014 Dan was honored with the Washington State Bar Association President’s Award for his participation in and and advocacy of legal technology projects locally and nationally. Find him on Twitter at @rightbrainlaw or on the web at http://rightbrainlaw.co/
Founder, Spera Law Group, LLC
Andrew Legrand is the founding partner at Spera Law Group, LLC http://speralaw.com, a cloud and paperless law firm in New Orleans, Louisiana. He counsels Small Business Owners on the wide array of challenges they face, and blogs about those issues at http://www.nolasmallbizlaw.com. Andrew is also a speaker and technology consultant for PaperlessChase (http://www.paperlesschase.com), a New Orleans based group of tech geeks who help lawyers make their practices more efficient.
Practice Advisor, Mass LOMAP
Susan Letterman White, JD, MS (Organization Development) has been working with lawyers and law firms as a consultant, coach, and trainer since 2006. She does this with a focus on leadership, communication, strategy, and culture. Susan practiced employment law for 20 years and was a managing partner of a law firm before starting her consulting firm. Today, she is a practice advisor at Massachusetts Law Office Management Assistance Program (LOMAP), faculty member teaching organizational leadership, ethical leadership, and career strategy at Northeastern University, the chair of the Massachusetts Bar Association Law Practice Management section, and co-vice chair of the ABA Law Practice Division’s Lawyer Leadership and Management Committee.
Adriana Linares is a law practice consultant and legal technology trainer with her company, LawTech Partners. The firm’s services include consulting and training for law firms, legal departments, legal aid groups and consulting for legal technology startups.
Having spent her initial career-years at two of Florida’s largest law firms, Adriana went on to launch LawTech Partners in 2004. She is a frequent speaker at national technology conferences and a regular contributor to legal blogs and publications. Adriana has a Bachelors in Geography from Stetson University, a Masters in Corporate Communication and Technology from Rollins College, and speaks fluent Spanish. She is an IAPP Certified Information Privacy Technologist.
Today she serves as a technology consultant to the Florida Bar; is the Chair of the 2017 ABA TECHSHOW board, and serves on the board of the Florida Justice Technology Center. She hosts both the New Solo podcast and The Florida Bar Podcast on Legal Talk Network.
O’Mara Law Group
Channa Lloyd graduated with BA in Management Information Technologies. She has a background that include operations, finance and marketing. She graduated law school in 2014 from Barry University School of Law. She joined the O’Mara Law Group and had the opportunity to assist with several high profile cases. Her extensive business background has made her an asset at the firm managing the firm’s operational needs. She also heads the marketing campaigns for the Mass Torts division of the firm. She is a native of Miami and enjoys traveling and tennis in her free time.
Principal & Founder, Fluid Designs
Stanley Louissaint is the Principal and Founder of Fluid Designs, a full service IT services and support services firm that focuses on the computer, networking and application needs of businesses. His passion for technology lead him to form the firm in 2001. Under his leadership Fluid Designs has grown from serving a handful of small businesses into a premier IT services company in the Northern & Central New Jersey region.
Fluid Designs provides additional full-service offerings to clients in the legal industry such as e-discovery, expert witness services, and computer forensics. Fluid also works with clients in the financial, insurance, and automotive industries, among others.
Since the beginning, Stanley has been able to solve issues that other providers simply could not. His proven track record gives our clients the confidence needed to trust in our abilities.
Stanley also has a passion for writing about technology related issues. He is a contributing writer to a number of printed and digital technology magazines. His writing has been featured in the New Jersey Law Journal, Business Solutions Magazine, TechTarget SearchITChannel and TechTarget SearchCloudProvider. Stanley was the featured cover story in ChannelPro Magazine where he was recognized as a leader in the legal vertical. Additionally, he has been featured as a 2016 ChannelPro Visionary by ChannelPro-SMB.
Stanley earned his B.A. in Computer Science from the New Jersey Institute of Technology. Since the technology industry rapidly changes he is constantly re-educating himself on the latest innovations and techniques.
Founder, Mackenzie Consulting
Allan Mackenzie is a 30+ year veteran of the Legal Technology community holding such positions as Wall Street Litigation Firm CIO, Worldwide Training Lead for Microsoft Corporation, Interim transition CIO for firms over 500, Wang VS/OIS Engineer, Partner in multiple national and international consulting firms and development advisor to top selling cloud and traditional legal software producers. A contributing author to numerous books and publications, Allan has delivered lectures and training in eight countries to firms large and small, including American Airlines, Adidas, Legacy Health Systems and Intel. Allan delights in empowering the small/solo practitioner with the tools larger firms use now available in Cloud services and is passionate about streamlining the business of law and is noted for bridging the gap between those who embrace technology and those who distrust it.
Jason Marsh, founder of digital marketing agency MARSH8, has been working in the trenches of internet marketing since 2008, generating new business for companies spanning from Broadway to Silicon Valley. When it comes to acquiring new clients online, nationally-known digital marketer Jason knows how to get results for law firms. Internet marketing for lawyers is intensely competitive. He knows what is working right now, and tells it straight. With an approach that is part art and part science, Jason develops scalable and data-driven online strategies for law firms that generate a significant return on investment. He implements campaigns from the ground up, measuring and optimizing performance over time to achieve superior results in a constantly changing online world. Jason has chaired the Legal Marketing Interest Group for the American Bar Association’s Law Practice Division, and was recently appointed to chair the brand-new Client Development & Marketing Committee. He is frequently invited to speak at conferences and legal associations across the country, and is a contributing editor for Law Practice Today.
Editor and Publisher, ABA Journal
Molly McDonough is an award-winning journalist and proven project manager, currently serving as the editor and publisher of the ABA Journal, the largest legal affairs magazine in the country. Before joining the ABA Journal in 2001, she worked in print and online media for American Lawyer Media and covering legal affairs for the Chicago Daily Law Bulletin, Gary Post-Tribune, Spartanburg Herald-Journal and Florence Morning News. In 2014, she was awarded and named to Folio’s Top Women in Media list as a woman who innovates and guides her business into new markets. Her work building ABAJournal.com was recognized in 2008 with a prestigious Webby People’s Voice Award. She is active in the Society of Professional Journalists, where she served on the national board and as president of its largest chapter.
Shamla Naidoo is an accomplished information security executive with more than 25 years of experience. As the Global Chief Information Security Officer of IBM, Shamla is the company’s top information security executive, responsible for safeguarding IBM globally including all its business units and brands. She is responsible for IBM’s overall information security program, which includes the company’s information risk and security strategies, planning, governance, architecture, and operations.
Prior to joining IBM, Shamla was Vice President of Information Risk and Security at Starwood Hotels and Resorts. Previous roles include Chief Information Officer, Chief Information Security Officer and Chief Risk Officer at leading companies including WellPoint, Northern Trust and ABN AMRO.
Shamla is an adjunct law professor, developing and teaching courses in information technology, cybersecurity and privacy law. She also has a license to practice law in both Illinois and Washington DC.
Shamla holds a bachelor’s degree in Information Systems and Economics from the University of South Africa, and a Juris Doctor degree from John Marshall Law School.
Deputy Editor, Lawyerist.com
Lisa Needham is the Deputy Editor of Lawyerist.com, the Editor-in-Chief of Bitter Lawyer, teaches legal writing at Mitchell Hamline School of Law, and still believes in the Oxford comma.
CEO & Founder, Clio
Jack Newton is the founder of Clio, one of the pioneers of cloud-based practice management. Jack has spearheaded efforts to educate the legal community on the security, ethics and privacy related issues surrounding cloud computing, and has become a nationally recognized writer and speaker on these topics.
Jack has recently joined the board of the International Legal Technology Standards Organization (ILTSO), where he will help the organization craft standards for law office technology. He also co-founded and is acting President of the Legal Cloud Computing Association (LCCA), a consortium of leading cloud computing providers with a mandate to help accelerate the adoption of cloud computing in the legal industry.
Attorney, Palace Law
Patrick A. Palace is the owner of Palace Law. He is a proud plaintiff’s trial lawyer with an emphasis on workers’ compensation, personal injury, civil rights and social security matters.
Patrick served as the President of the Washington State Bar Association from 2013-2014, which watches over the state’s nearly 35,000 lawyers. Prior to that, he was elected to the Washington State Bar Association’s Board of Governors in 2008 and served a three year term representing the 6th Congressional District.
Patrick is frequently heard on the radio on 99.9 KISW and 100.7 The Wolf and is well known among listeners for straight talk for the working men and women of the Northwest. He is also a proud main sponsor and regular attendee of the “Pain in the Grass” concert series every year since 2007. Patrick has produced and moderated two television programs: “The Peoples Law School” and “LawTalk”. These programs provide consumers with information about our legal system, and citizens’ rights and remedies under the law.
Patrick is a member of the American Bar Institute (ABI), is a Fellow of the American Bar Foundation and a member of the Million Dollar Advocates Forum. He served nine terms on the WSAJ Board of Governors (1999- 2008) and was the Secretary in 2007. He served on many of its committees, including WSAJ’s Executive committee, chair of the Public Affairs Committee for 2 years, state co-chair of the People’s Law School (1998-2000), vice chair of the Continuing Legal Education Committee, and vice chair of Development.
Founding Partner, Creative Genius Law®
Patrice N. Perkins— also known as the Creative ESQ. — is the founding partner of Creative Genius Law®, a boutique law firm that’s a strategic legal partner for creative entrepreneurs and innovative businesses. Her clients are all game-changers and disrupters looking to impact the world in creative ways. She develops legal strategies and counsels clients in the areas of business law, new media law and intellectual property law (copyrights and trademarks). Patrice uses the law to protect and nurture her clients’ creativity rather than stifling it. Her overall mission is to help clients leverage their creativity for cash, impact and legacy at each stage of business. Patrice has been recognized by the American Bar Association as a “Legal Rebel”, a leading innovator in the legal industry. She’s previously spoken for AVVO Lawyernomics, American Bar Association, Chicago Creative Expo, Freelancers Union, EXPO International Exposition of Contemporary & Modern Art, and the Self-Employment in the Arts Conference to name a few. She’s appeared in popular media and blogs including FORTUNE, NBC, Design Sponge, Young, Fabulous & Self-Employed and Carol Roth. She’s also a dedicated member of the Board of Directors for the Chicago Artists Coalition and an advisor on the Education Advisory Committee.
President, The Erickson Group
Attorney Nerino Petro (IL & WI) is President of the Erickson Group of companies in Rockford, IL. Previously he was the Chief Information Officer for HolmstromKennedyPC, in Rockford, Illinois where he was responsible for all in-house technology and training, recommending and implementing new technologies and providing direct support in the office and at trial as well as providing practice management support. Nerino served as the first Practice Management Advisor for the State Bar of Wisconsin’s Practice411™ Law Office Management Assistance Program for eight years helping members operate their offices more effectively and efficiently. Nerino has provided consulting to lawyers across the US on practice management and technology issues confronting since 1994. He serves on the Citrix ShareFile Advisory Panel and is a Certified Independent Consultant for a number of legal products, writes extensively for local, state and national publications and is the Technology Editor for the ABA GP|Solo magazine. He speaks internationally on topics of interest to lawyers earned a spot on the inaugural Fastcase 50 list in 2011 of the top legal techies. Nerino provides legal technology consulting services through CenCom Technologies which he started in 1994 and blogs at www.compujurist.com. He can be reached at email@example.com
Attorney, Cloudigy Law PLCC
Antigone is the founder and CEO of Cloudigy Law, an Intellectual Property and technology law firm in McLean, VA. Antigone is an unabashed technophile focused on IP litigation and cutting-edge legal issues involving patents, trademarks, copyrights, and a wide range of technologies. She is also a frequent speaker and lecturer on topics including social media, cloud computing, big data, and E-Discovery and live streams semi-monthly discussions focus on tech and IP issues in the news.
Antigone has been recognized among the Virginia Legal Elite and Superlawyers for her work involving Intellectual Property and honored with an Influential Women of Virginia award in for outstanding efforts in law and her community contributions. You can follow Antigone on Twitter @antigonepeyton or connect with her on LinkedIn.
Vice President of Business Operations, Clio
George Psiharis is the Vice President of Business Development at Clio – the leading provider of Cloud-Based practice management software for small to mid-sized law firms. Specializing in customer development and data operations, George has worked extensively with law schools, bar associations, technology consultants and other legal professionals to help make information on cloud computing and law firm economics increasingly accessible.
George recently co-authored the Legal Trends Report – the first legal benchmarking report that outlines key industry metrics for billing rates, hours billed, fee structures, and more with detailed analyses for specific states, practice areas, and seasonality.
Director of Education, Affinity Consulting Group
Jennifer M. Ramovs is the Director of Education for Affinity University, Affinity Consulting Group’s online legal technology training division.
Jennifer graduated from The Ohio State University with a degree in Political Science, and then earned her law degree from Capital University Law School while working full time as a law clerk at Decker Vonau in Columbus, Ohio.
Jennifer became a consultant in 2004, specializing in consulting and training on practice management software for law firms. Her expertise extends to Practice Management, Document Assembly, Document Management, and analyzing law office workflow to help firms develop policies and procedures that maximize both productivity and profitability. She is certified in a variety of programs that help our clients achieve their goals, including Actionstep, Amicus Attorney, PracticeMaster and Time Matters.
Through the years, Jennifer has taught numerous CLE approved legal technology courses for state and local bar associations, as well as Lexis Nexis, and teaches many of the courses offered through Affinity University. She lives in the Northwest Suburbs of Chicago with her husband and 3 children.
Executive Director, Barran Liebman LLP
Traci Ray, Esq. is the Executive Director at Barran Liebman LLP, where she blends her enthusiasm, leadership and solution-oriented mentality to guide the firm’s management, marketing, attorney development and administration. Additionally, Traci manages the firm’s community involvement, public relations, charitable giving, brand awareness, and advertising. During Traci’s tenure with Barran Liebman, the firm has been continuously ranked #1 in Labor & Employment Law Firms in Oregon by Chambers & Partners USA, and was also honored with a 2016 Chambers Diversity Award for being named as one of the top six law firms in America in the ‘Most Pioneering Firm for Female Lawyers’ category. Additionally, the firm has earned recognition from the Portland Business Journal as a Top Ten Philanthropic Company in Oregon since 2013 and was honored with a 2016 Innovation Award. The firm is proud to be named as a ‘100 Best Company to Work for in Oregon’ since 2010, with the #1 Ranking in 2013 & 2015.
Traci serves as Chair of the ABA Women Rainmakers Committee, and acts as an issue editor for Law Practice TODAY. Traci was also honored to be one of the four national ABA Law Practice Division Fellows for 2014-2015, is a Commission on IOLTA member, and is the Chair-Elect of the Oregon Law Foundation.
Traci earned her B.S. from Arizona State University and her J.D. from the University of Oregon School of Law, where she received the 2015 Oregon Law Outstanding Young Alumnus Award for her work within the legal profession and community.
Partner, Robertson & Willams
Mark A. Robertson is a partner the law firm of Robertson & Williams in Oklahoma City where he represents businesses and the families that own them. He received a BA with honors from DePauw University and a JD from the University of Oklahoma College of Law. He also attended the University of Edinburgh where he studied international law, Scottish culture and scotch whisky.
Mr. Robertson is a member of the Oklahoma and American Bar Associations. He is a past chair of the American Bar Association Law Practice Division. He has served on the Publishing Board, Magazine Board and a variety of committees for that Division. Mr. Robertson is the recipient of the Division’s Sam Smith Award for lifetime achievement. Mr. Robertson currently represents the Division in the House of Delegates of the ABA and serves on the House Select Committee and the Audit Committee of the Board of Governors. Mr. Robertson is a Fellow of The College of Law Practice Management.
Mr. Robertson is the co-author with James A. Calloway of the book Winning Alternatives to the Billable Hour: Strategies that Work, 3rd Edition, and the author of Alternative Fees for Business Lawyers and their Clients, both publications of the American Bar Association Law Practice Division.
Mr. Robertson is a frequent lecturer on law practice management issues, business transition, estate planning and capital formation issues and is a contributing author on a variety of topics to various national, state and local bar associations and business publications.
Blogger, Savadra Information Solutions, Inc.
Deborah Savadra is blogger-in-chief at LegalOfficeGuru.com, which features video training in Microsoft Office especially for attorneys and law office staff. She’s logged over 20 years working in and around law offices as a legal secretary, paralegal, and software trainer, and she also spent several years in Corporate America as a programmer/analyst for Y2K conversion projects. She now leverages her unique law-and-IT background to help lawyers and their staff caught up in “the new legal normal” do things better, faster, and cheaper using the technology tools they already have available.
Associate General Counsel and Legal Industry Advocate, ARAG North America, Inc.
Nicolle Schippers is the Associate General Counsel and Legal Industry Advocate at ARAG. Nicolle received her Bachelor’s degree in journalism and mass communication from Iowa State University, and attended Drake University Law School in Des Moines where she received her Juris Doctorate degree.
Nicolle serves on the Association of Corporate Counsel (ACC) Board of Directors, the Iowa State Bar Association (ISBA) Board of Governors, and the Board of Directors for: the Group Legal Services Association (GLSA), ISBA Public Service Project, the ACC Iowa Chapter, and the Polk County Bar Association. Nicolle was recently appointed to the Iowa Access to Justice Commission, is chair of the ISBA Corporate Counsel Section and a Fellow of the American Bar Foundation and the ISBA Foundation. Nicolle is a published novelist and author whose work has been featured in legal publications such as the ACC Docket and Law Practice Today.
CEO, Paraben Corporation
Throughout the past two decades Ms. Schroader has been a driving force for innovation in digital forensics. Ms. Schroader has developed over two-dozen software programs designed for the purposes of recovering digital data from mobile phones, computer hard drives, email, and live monitoring services. Ms. Schroader has taught and designed the established protocols for the seizure and processing of digital evidence that have been used by numerous organizations throughout the world.
Ms. Schroader has coined the concept of the 360-degree approach to digital forensics as well as started the momentum and push to the “Forensics of Everything” with her focus to unique problems in digital evidence and solutions. Ms. Schroader has been a huge industry influence in pushing for a big-picture consideration of the digital evidence and the acquisition process and analysis techniques used.
An accomplished curriculum developer and instructor; Ms. Schroader has written and taught numerous classes for this specialized field as well as founded multiple certifications. Ms. Schroader continues support through book contributions and other industry speaking engagements.
Director of Corporate Development, On The Lookout Investigations, LLC
Amanda Sexton is the Director of Corporate Development at On The Lookout Investigations and DGR –The Source for Legal Support, winners for the past three years of the New Jersey Law Journal’s annual ‘Best Of’ survey. She is currently President of the New Jersey Professional Process Servers Association, a board member of the Legal Vendors Network and attends local and national conferences and training sessions to stay on top of the latest techniques and regulations for both process service and private investigations, including online investigations and social media surveillance.
President, Legal Ease Consulting, Inc.
Allison C. Shields is the President of Legal Ease Consulting, Inc., which offers coaching and consulting services for lawyers and law firms in the areas of marketing, social media, business development, productivity, practice management, and client service. A former practicing lawyer and law firm manager, Allison understands the law firm environment and the daily pressures faced by lawyers trying to manage and build their business while practicing law and successfully serving their clients.
Allison is the co-author of three books by the ABA Law Practice Division: How to Do More In Less Time: The Complete Guide to Increasing Your Productivity and Improving Your Bottom Line, LinkedIn in One Hour for Lawyers, now in its Second Edition, and Facebook in One Hour for Lawyers. She is the author of the Simple Steps column in Law Practice Magazine and currently serves as the Chair of the LP Division’s Publishing Board. Allison lectures frequently on practice management, marketing and social media topics for bar associations, law firms and legal organizations, and writes articles for several legal publications, as well as on her blog, LegalEaseConsulting.com and website, LawyerMeltdown.com.
Vice President, Sensei Enterprises, Inc.
Mr. Simek is the Vice President of Sensei Enterprises, Inc., an information technology, digital forensics and information security firm located in Fairfax, VA. Mr. Simek has a national reputation as a digital forensics technologist and has testified as an expert witness throughout the United States. He holds a degree in engineering from the United States Merchant Marine Academy and an MBA in finance from Saint Joseph’s University.
Mr. Simek holds the prestigious CISSP (Certified Information Systems Security Professional) and EnCE (EnCase Certified Examiner) certifications. He is also holds multiple technical certifications for diverse technologies to include Microsoft, Novell, mobile devices and computer networking environments. Mr. Simek is also a member of the High Tech Crime Network as well as the American Bar Association and the Fairfax Bar Association.
He currently provides information technology support to hundreds of area law firms, legal entities and corporations. He is a co-host of the Legal Talk Network podcast Digital Detectives and a co-author of fourteen books to include Locked Down: Practical Information Security for Lawyers, 2nd Edition (American Bar Association 2016), Encryption Made Simple for Lawyers (American Bar Association, 2015) and The 2008-2016 Solo and Small Firm Legal Technology Guide: Critical Decisions Made Simple (American Bar Association, 2008-2016) as well as other titles. He is a frequent author and speaker on information security, legal technology and electronic evidence throughout the country.
He blogs at youritconsultant.senseient.com and may be reached at firstname.lastname@example.org
Legal Solutions Architect, DWT De Novo
Amani started her career at ReInvent Law, a law laboratory dedicated to improving the practice of law through the use of technology, data, design, and new delivery models (now Legal RnD at Michigan State University College of Law). She has worked as a Legal Solutions Architect at Seyfarth Shaw/SeyfarthLean Consulting and Davis Wright Tremaine, both recognized as leaders in law firm innovation. As a legal solutions professional, Amani helps legal teams find better and faster ways to accomplish their legal work, operational tasks, and goals. She loves seeing her projects make a real, positive impact on a team’s processes and outcomes, whether it comes from process improvement and new workflows; document automation; tracking, visualizing, and analyzing data; or other custom solutions.
Attorney and author, Sparks Law and MacSparky.com
David Sparks is a business attorney in Orange County, California, where he’s been eating other lawyers’ lunch for years using Apple Technologies. David is also an author of the MacSparky Field Guides, the editor of MacSparky.com, and the co-host of the popular Mac Power Users and Free Agents podcasts (macpowerusers.com). David speaks and writes often about Apple technology. David is a past speaker at Macworld / iWorld and a regular faculty member for the American Bar Association’s TechShow. David also spoke to the Federal Judicial College.
Supervising Attorney/VP, Open Legal Services
Adam Daniel Spencer graduated in 2013 from the University of Utah’s S.J. Quinney School of Law. During law school, Daniel participated with multiple criminal and civil law clinics. In 2011, he completed clinical internships at the Utah Crime Victim’s Legal Clinic, Utah Legal Aid Society, and the Salt Lake City Prosecutor’s Office. Daniel is comfortable in the courtroom. He represented his law school in a national trial advocacy competition. As a third year law student, he handled dozens of cases in both Utah’s 3rd District court and Salt Lake City’s Justice Court. During his first summer, he interned for the Hon. Judge Elizabeth Weishaupl in the 18th Colorado Judicial District. When he is not in court or meeting with clients, Daniel paints, reads, and spends time with his two children. Dan is licensed in Utah and focuses on guardian ad litem and family law with an emphasis in expanding collaborative law.
President, Justia, Inc.
Stacy Stern is President of Justia. She oversees all revenue and client operations, as well as marketing and partnerships. She provides leadership on Justia’s legal portal’s legal content and community features. Previously, she co-founded FindLaw in 1995 and was the President of that company until its acquisition by West Publishing in 2001. She is a member of the State Bar of California, Legal Marketing Association, and the American Bar Association. Stacy graduated Phi Beta Kappa from Stanford University with an AB in communication. She received her JD from Harvard Law School, where she served as an editor for the Harvard Environmental Law Review.
John M. Stewart is a Partner at Rossway, Swan, Tierney, Barry, Oliver & Lacey, PL in Vero Beach, Florida and a third generation Florida lawyer. Mr. Stewart received his Bachelor of Arts Degree in 1992 from the College of William and Mary. He attended Nova Southeastern University, Shepard Broad Law Center where he obtained his Juris Doctor Degree in 1997. Mr. Stewart served on the Young Lawyers Division Board of Governors of the Florida Bar representing the 19th Judicial Circuit beginning in 1999 and was elected President for the June 2006-2007 Bar Year. Then, in June 2007, Mr. Stewart was sworn in as the 19th Circuit’s Representative on The Florida Bar’s Board of Governors in which capacity he continues to serve as a member of the Board’s Executive Committee. In 2013 Mr. Stewart received the President’s Award of Merit. Mr. Stewart was selected by as Chair of the Technology Subcommittee for The Florida Bar’s 3 year study on the future of the practice of law known as Vision 2016. Mr. Stewart was appointed by Chief Justice Jorge Labarga on July 1, 2014 to serve on the Supreme Court of Florida’s Florida Courts Technology Commission Mr. Stewart also currently serves on the Executive Committee of The Florida Bar’s Alternative Dispute Resolution Section and focuses his practice on litigation involving commercial disputes with an emphasis on real estate construction defect, probate and contract matters together with a growing mediation practice.
Cybersecurity Counsel, IBM
Andrew Tannenbaum is Cybersecurity Counsel for IBM. As IBM’s chief cybersecurity attorney, he leads a global legal team that guides the company on a range of cybsersecurity legal, policy, and investigative matters. Andrew is a regular speaker at cybersecurity events, has testified before Congress as an expert on cybersecurity law, and has appeared in publications such as the Wall Street Journal, National Journal, Politico, and CSO.
Prior to joining IBM, Andrew held several senior national security positions at the Department of Justice and the National Security Agency. He was the NSA’s first Deputy General Counsel dedicated exclusively to cybersecurity. He also held senior positions in the Department of Justice’s National Security Division, including Deputy Director of the Guantanamo Review Task Force, and Counsel to the Assistant Attorney General for National Security. Andrew also served as Senior Counselor and Assistant General Counsel in the White House Office of Management and Budget; as a Trial Attorney in the Department of Justice’s Civil Division; and as an Attorney-Adviser in the Department of Justice’s Office of Legal Counsel. Andrew received a number of awards during his time in public service, including the Attorney General’s Distinguished Service Award.
Before joining the Department of Justice, Andrew was an associate at Davis Polk & Wardwell in New York and clerked for Judge Wilfred Feinberg of the United States Court of Appeals for the Second Circuit. Andrew graduated from Columbia Law School and Dartmouth College.
President, Modern Law
Billie Tarascio is a practicing attorney and the owner of the Arizona law firm “Modern Law” and legal technology company “Access Legal”. She is a frequent speaker on issues related to alternative billing, key performance indicators, law firm operations and management, avoiding burnout, limited scope services, document automation, technology in the law office and more. She is the author of “Decode Your Divorce” and a leader in industry client relations. Billie is also married and the mother of four rambunctious children. In her spare time she enjoys hiking, cooking, and travel.
Vandenack Williams LLC
Mary E. Vandenack is founding and managing partner of Vandenack Weaver LLC in Omaha, Nebraska. Mary is a highly regarded practitioner in the areas of tax, asset protection planning, employee benefits, executive compensation, general business, business succession planning, tax dispute resolution, high net worth estate planning, and tax-exempt entities. Mary served on the American Bar Association Commission on the Future of Legal Services. Mary currently serves as co-Chair of the Futures Task Force and co-chair of Economics and Technology Committee of the ABA Real Property Trusts and Estates Section. Mary is a frequent writer and speaker on tax, benefits, asset protection planning, and estate planning topics as well as on practice management topics including improving the delivery of legal services, technology in the practice of law, building sustainable law firms, and developing profitable flat fees. Mary is currently co-authoring a book on asset protection planning that will be published by AAL.
Ed Walters is the CEO of Fastcase, a legal publishing company based in Washington, D.C. Fastcase is one of the world’s largest legal publishers, serving more than 800,000 subscribers from around the world. He is an adjunct professor at the Georgetown University Law Center, where he teaches The Law of Robots, a class about the frontiers of law and technology.
Before founding Fastcase, Ed worked at Covington & Burling, in Washington D.C. and Brussels, where he advised Microsoft, Merck, SmithKline, the Business Software Alliance, the National Football League, and the National Hockey League. His practice focused on corporate advisory work for software companies and sports leagues, and intellectual property litigation.
Ed worked in the White House from 1991-1993, first in the Office of Media Affairs and then in the Office of Presidential Speechwriting. He has written for The Washington Post, The New York Times, The University of Chicago Law Review, The Green Bag, and The Legal Times.
Ed earned an A.B. in government from Georgetown University and a J.D. from the University of Chicago. He served as an editor of The University of Chicago Law Review. From 1996-97, he served as a judicial clerk with the Hon. Emilio M. Garza on the U.S. Court of Appeals for the Fifth Circuit. He is a member of the Virginia State Bar, and the District of Columbia Bar, and he has been admitted to practice in the U.S. Supreme Court and the U.S. Courts of Appeals for the Fourth Circuit and Fifth Circuit.
Attorney, Law Ofc. of Francine D. Ward
Francine D. Ward is a business and intellectual property attorney with a focus on copyrights, trademarks, publishing, entertainment, and social media legal issues. Her business law practice focuses on drafting, reviewing, and negotiating contracts, as well as counseling clients on the selection of appropriate business entities (e.g., C-corporations, S-corporations, LLCs, nonprofits, partnerships, benefit corporations), and how to maintain them.
A practicing lawyer for 25+ years, Francine is a 1989 graduate of Georgetown University Law Center. She’s admitted to practice in New York, California, and the District of Columbia. Additionally, she is admitted to the Bar of the U.S. Circuit Court of Appeals for both the 2nd and 9th Circuits, and the U.S. District Court for both the Central District of California and the Southern District of New York.
A believer in the old adage, to whom much is given much is expected, Francine provides free legal services to a number of individuals and nonprofits e.g., Legacies in Motion, a charity dedicated to helping underserved children and their families throughout the world; The Felix Organization, a charity that provides opportunities and new experiences to enrich the lives of children growing up in the foster care system; California Lawyers for the Arts, a nonprofit that empowers the creative community by providing education, representation, and dispute resolution; 10,000 Degrees, a nonprofit whose mission is to achieve educational equity and support students with need to access and complete higher education to positively impact their communities and the world.
Sr. Staff Attorney, D.C. Bar
Rochelle Washington is the Senior Staff Attorney in the Practice Management Advisory Service (“PMAS”) of the D.C. Bar. Rochelle, along with the Assistant Director, Daniel Mills, assists lawyers with the business of starting and managing a law firm. Rochelle developed and organized the inaugural D.C. Bar all-day event, Practice 360°| A Day for Lawyers and Law Firms on May 15, 2015, which featured 20 practical seminars throughout the day taught by lawyers and legal service providers. She leads an annual 10-week program titled Successful Small Firm Practice Series: How Solo and Small Firm Lawyers Can Compete, Thrive, and Be Ethical in the 21st Century, sponsored by the Practice Management Advisory Service Committee. This 10-week program received the ABA’s Gambrell Award for Professionalism in 2015. She also leads the day-two session of the program, Basic Training and Beyond, which is offered on a monthly basis. This two-day program is sponsored by the Practice Management Advisory Service Committee and received the ABA’s Gambrell Award for Professionalism in 2011. Rochelle organizes the PMAS Small Firm Lunch and Learn Series, an ongoing program which runs two to three programs a month and covers practical topics that impact small firm lawyers. In addition, she conducts one-on-one member advisory meetings, and hosts networking opportunities for Bar members. All programs and services sponsored by the Practice Management Advisory Service are free to D.C. Bar members. Rochelle served as a presenter on a panel for the CLE, Ethics Update: Representing the Organization, Working in the Cloud, and Using Social Media, presented by the Solo and Small Practice and Tax & Business Forums of The Women’s Bar Association of the District of Columbia in 2013. She also served as a presnter on the panel for the program “First Things First” at The Above the Law Academy for Private Practice Conference in 2015.
Rochelle attended Towson University for undergraduate studies and American University, Washington College of Law where she obtained her J.D. She is licensed to practice in Maryland and the District of Columbia. For several years she practiced as a sole practitioner in the areas of family, bankruptcy and personal injury law. In addition, she served as a volunteer attorney providing low bono legal services in juvenile proceedings and family cases involving domestic violence.
In January 2013, Rochelle joined the Office of Regulation Counsel, Practice Management Advisory Service with the D.C. Bar. She can be reached at the D.C. Bar at 202-737-4700 x3217 or email@example.com.
CEO, Cybint Solutions
Roy Zur is an Israeli cyber and intelligence (Retired Major Unit 8200 of the Israeli Defense Forces), and the Founder and CEO of several Cyber companies. He addresses these issues. With that he has spent over 12 years of his life dedicated to cyber and intelligence operations within one of the most elite intelligence units in the world, unit 8200 of the Israeli Defense Forces (IDF). Unit 8200 of the IDF is one of Israeli society’s most prominent institutions, influencing the country’s economy, culture and political scene, and of the main reason for Israel becoming The startup nation.
Roy Zur has developed cyber training programs and technology for the financial sector, the legal sector and the public sector, including government and security agencies around the world. Prior to his current position, he has received his LLM and MBA from Tel-Aviv University and served as a legal adviser in the Israeli Supreme court. In-addition he is also the chairman of the Israeli Legislation research center (OMEK Institute), which includes 150 researchers, who work with the Israeli parliament (the Knesset), and a Senior Vice President at BARBRI Inc.